AI for Sales Professionals: Prospecting, Deal Intelligence, Objection Handling, and CRM AI in Salesforce and HubSpot
βReclaim 15 Hours a Week β AI Builds Your Pipeline Nowβ
Run complete AI-assisted sales workflows β prospect research to CRM import β using ChatGPT GPT-4o and Claude 3.5 Sonnet, with zero code and zero new software budget.
One-time Β· Lifetime access Β· Certificate included
- β6 modules of content
- β18 practical exercises
- β24 quiz questions
- βCapstone project
- βLearnAspire certificate
Learning Outcomes
What you'll learn
The day after you finish
The day after completing this course, you will open ChatGPT GPT-4o, run your Vertex360-style prospect research prompt against a new target account, validate the output against LinkedIn Sales Navigator in under 5 minutes, format the clean records as a Salesforce-ready CSV in Google Sheets, and import 20 verified contacts into your live Salesforce org β completing in 15 minutes a task that previously took 90.
Who this is for
- Primary: Account Executive or SDR with 2β4 years B2B SaaS sales experience, working in Salesforce or HubSpot daily, spending 10+ hours per week on manual prospecting and CRM data entry
- Secondary: Sales Manager responsible for pipeline quality and CRM hygiene who needs to evaluate and standardize AI tool usage across a sales team
- Tertiary: Revenue Operations analyst who will receive AI-formatted prospect data and CRM import files from reps and needs to understand how those outputs were generated
Prerequisites
- Daily working knowledge of Salesforce Sales Cloud or HubSpot CRM β opportunity stages, activity logging, lead/contact record creation, and list filtering
- Comfortable composing email and LinkedIn outreach independently β this course does not teach sales fundamentals, only how to use AI to accelerate them
- No prior experience with ChatGPT, Claude, prompt engineering, or AI output validation required
Curriculum
6 modules Β· full breakdown
πΌ Part of: AI for Business Professionals Path
Capstone Project
Maria's Q3 Pipeline Accelerator: Validated Prospect List, Personalized Outreach Pack, and Deal Intelligence Brief
Using the prompts, validation checklists, and CRM import templates built across all five modules, learners produce a complete AI-assisted pipeline package for one real target account: a 20β30 name validated prospect list formatted as a Salesforce-importable CSV, five persona-specific outreach emails generated and refined with Claude 3.5 Sonnet, and a one-page deal intelligence brief that includes objection signals extracted from a provided email thread. All outputs are generated inside ChatGPT GPT-4o, Claude 3.5 Sonnet, and Google Sheets β no new tools β and validated against a scored Bad Data Drill before submission.
What you'll deliver
Three artifacts submitted together: (1) a Google Sheets CSV with 20β30 validated prospect records mapped to Salesforce Lead fields β First Name, Last Name, Title, Company, Lead Source, Phone, LinkedIn URL, Territory β with a completed validation checklist showing which records were flagged and corrected; (2) a five-email outreach pack with one email per buyer persona (Economic Buyer, Technical Evaluator, Champion, End User, Blocker) each generated from the Claude 3.5 Sonnet persona prompt template; (3) a one-page deal intelligence brief with objection type classification, buyer sentiment signal, and recommended next action extracted from a 12-email thread using Claude's 200K context window.