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  3. GenAI for Sales Operations Specialists

GenAI for Sales Operations Specialists

This course is designed to introduce Sales Operations Specialists to the transformative capabilities of Generative Artificial Intelligence (GenAI).

Christopher Klaus
Christopher Klaus
Business | intermediate | 2 hours |   Published: Oct 2024
In partnership with: Coursera

    Discussions

Overview

1kSTUDENTS*
98.9RECOMMEND*

This course includes:

  • 2 hour of on-demand video  
  • Certificate of completion  
  • Direct access/chat with the instructor 
  • 100% self-paced online 

This course is designed to introduce Sales Operations Specialists to the transformative capabilities of Generative Artificial Intelligence (GenAI). Participants will explore practical strategies to leverage GenAI in various sales operations tasks, enhancing efficiency, productivity, and strategic insights. Through a combination of discussions, demonstrations, and hands-on activities, participants will gain a deep understanding of how GenAI can be integrated into sales operations processes and decision-making. Whether you're an experienced sales operations specialist looking to stay ahead of the curve or an aspiring professional seeking to future-proof your skillset, this course provides a foundation that will empower you to unlock new levels of efficiency and strategic capability in your work. 
 

Skills You Will Gain

Automation
Operations
Integration
Innovation

Learning Outcomes (At The End Of This Program, You Will Be Able To...)

  • Identify the capabilities of GenAI relevant to sales operations tasks.
  • Evaluate the results of GenAI implementations in sales operations scenarios.
  • Develop strategies for responsible GenAI integration while maintaining human oversight and accountability.

Prerequisites

Participants should have a basic understanding of sales concepts, including process management, CRM systems, and sales analytics. While deep technical expertise isn't necessary, familiarity with sales reporting tools and a willingness to explore GenAI's potential in sales operations is crucial. An open and adaptable mindset will help learners effectively engage with the content and apply it to real-world scenarios.
 

Who Should Attend

The course is ideal for Sales Operations Managers and Team Leads who guide their teams toward innovative practices, Sales Operations Specialists aiming to boost productivity with GenAI, and Marketing Operations Specialists looking to shift to Sales Operations roles. Aspiring Sales Operations Professionals interested in mastering GenAI integration will also gain significant insights and skills from the course.
 

Curriculum

Instructors

*Where courses have been offered multiple times, the “# Students” includes all students who have enrolled. The “%Recommended” shown is also based on this data.
1Module 1: GenAI for Sales Operations Specialists

You need to enroll in this course to access the curriculum. Click 'Enroll' to get started!

Segment 01 - Introduction to GenAI for Sales Operations Specialists

Segment 02 - Glossary for GenAI and Sales Operations Specialists

Segment 03 - History & Background for GenAI and Sales Operations Specialists

Segment 04 - Demo for Cleaning Sales Data with ChatGPT

Segment 05 - Demo for Data Cleansing for Sales Transactions with Google Gemini 1

Segment 06 - Remediating Risks and Ethical Concerns

Segment 07 - Demo for Optimizing Sales Operations with ChatGPT

Segment 08 - Demo for CRM Optimization with CoPilot

Segment 09 - Practice Project for Sales Operations Specialists

Segment 10 - Closing Thoughts: What’s Next

Christopher Klaus

Christopher Klaus

Navigating the intersection of data science, technology innovation, and leadership, Christopher has established a distinguished career spanning diverse sectors, including software, government, healthcare, education, and advertising. As a leader and innovator, Christopher is driven by a passion for solving complex challenges and leveraging technology to drive meaningful advancements. At the core of Christopher’s professional ethos is the commitment to unlocking potential—both in the technologies utilized and the teams led. With expertise in data analytics, governance, engineering, and cloud technologies, Christopher has been at the forefront of deploying advanced solutions that foster strategic growth and operational excellence. Proficient in AWS, GCP, and Azure, and deeply engaged in AI and machine learning applications, Christopher consistently pioneers transformative projects that push the boundaries of technological innovation. Beyond technical achievements, Christopher cultivates environments where teams can thrive, fostering collaboration and continuous improvement. Education and mentorship play a fundamental role in Christopher’s leadership philosophy. Through knowledge sharing, the development of educational programs, and contributions to scholarly publications, Christopher actively nurtures a culture of learning and innovation. Recognized through various honors and awards, Christopher’s contributions extend beyond personal milestones, shaping communities and setting new benchmarks in the tech industry. Each day presents an opportunity to inspire change, drive progress, and pave the way for future generations of innovators.
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