Using AI Strategically in Sales

Move beyond 'ChatGPT'

Develop a practical, repeatable approach to AI that enhances sales performance, personalisation, and streamlines lead generation through smarter data, workflow design, and AI-driven sales agents.

Time: 1:00pm – 5:15pm

Format: In-person, interactive (includes group use-case design)

Designed for: Sales Leaders, VP of Sales, Sales Managers, Account Executives

Who this course is for

This course is perfect for sales leaders aiming to integrate AI into their sales strategies without overwhelming their teams with unnecessary tools or complexities.

AI results seem inconsistent

or tough to implement in your sales processes.

You want to scale personalisation and performance

but your sales data and workflows aren’t ready.

You’re under pressure to “do something with AI”

and you want a credible, structured approach.

You need a plan that your sales team can execute

and leadership can support.

What you’ll leave with

A clear view of where AI adds value in sales (and where it doesn’t).

A practical model for moving from tools → workflows → agents.

A shortlist of high-ROI AI use cases tailored to your organisation.

A roadmap covering data, CRM, pipeline management, and AI governance.

Designed to complement your AI Workshop for Leaders

Our AI Workshop for Leaders focuses on strategic orientation and organisational readiness. Using AI Strategically in Sales is the practical operating model: how sales teams apply AI to streamline lead qualification, improve forecasting accuracy, and create smarter, data-driven sales strategies.

This course can be attended on its own — and it also pairs perfectly with our afternoon sister course, Using AI Strategically in Marketing.

Want the full picture? Attend the full day

Many leaders own responsibility for both marketing and sales, or need the two functions aligned to deliver revenue outcomes. Our courses are designed to work as a single-day experience:

Morning: Using AI Strategically in Marketing (9:00am – 12:15pm)
Afternoon: Using AI Strategically in Sales (1:00pm – 5:15pm)

If you’re building an AI-enabled revenue engine, the full day gives you the combined operating model — demand creation in the morning, revenue execution in the afternoon.

Book the full day (Marketing + Sales)

What makes this course different

This isn’t a tool demo, and it isn’t "AI hacks for sales." We focus on what sales leaders need to make AI work in the real world: capability, architecture, governance, and ROI.

You’ll learn

How high-performing sales teams are actually using AI
How to design AI-enabled workflows that scale across your sales pipeline
How to move from experimentation to a sustainable, repeatable sales operating model
How to identify high-ROI AI use cases and sequence adoption sensibly

You won’t waste time on

Generic AI tools with no clear implementation path
“Pilot” projects that don’t stick
Disconnected solutions that fail to integrate with your CRM
AI ideas that fail due to missing data or poor sales foundations

Course content

The session is structured to take you from context → capability → practical planning, with a strong focus on what it takes to operationalise AI through workflows and agents in sales.

Sales Reality Check in the Age of AI

what’s real, what’s hype, and why AI adoption stalls in sales

How AI Changes Sales Work

tasks vs decisions, where sales reps still add value, and how AI enhances performance

The Modern AI-Enabled Sales Operating Model

moving from sales cycles to continuous optimisation, integrating AI for better pipeline management

Agents, Not Tools

what AI agents are, how they fit into your workflow, and why they’re the next step in sales automation

Data, CRM & The Single Source of Truth

why AI ROI in sales depends on clean, connected data and agreed pipeline definitions

Use-Case Design & Roadmapping

identify, score, and prioritise the most effective AI applications for your sales process

Human Engagement & Adoption

how to bring your sales team along, avoid tool overload, and ensure smooth AI adoption

What This Means for Your Organisation

a realistic adoption roadmap and next-step actions for AI in your sales team

How Innovation Visual helps you go from learning to implementation

Many sales organisations don’t need more tools — they need a reliable way to build, run, and improve AI-powered sales workflows. Our Agents as a Service offering provides a managed approach to designing and operating "digital sales staff" that connect to your data and systems, with governance and ongoing optimisation built in.

Agents as a Service

Many sales organisations don’t need more tools — they need a reliable way to build, run, and improve AI-powered workflows. Our Agents as a Service offering provides a managed approach to designing and operating "digital sales staff" that connect to your data and systems, with governance and ongoing optimisation built in.

HubSpot

AI needs a strong operational backbone. For many sales organisations, HubSpot provides the single source of truth for customer data, lifecycle definitions, and workflow orchestration — enabling AI initiatives to scale safely and measurably within your sales operations.

Dates & locations

Choose a location and date below to book the afternoon sales course (1:00pm – 5:15pm) or the full day (Marketing + Sales) course.

Dates (2026)	Location	Sales Workshop	Sales & Marketing
Wednesday 8th April	London, Mercure London Bankside	Book Afternoon Course	Book Full Day
Thursday 21st May	Bristol, Double Tree by Hilton	Book Afternoon Course	Book Full Day
Friday 29th May	London, Mercure London Bankside	Book Afternoon Course	Book Full Day
Friday 12th June	Reading, Double Tree by Hilton	Book Afternoon Course	Book Full Day
Friday 19th June	Manchester, Townhouse Hotel	Book Afternoon Course	Book Full Day
Wednesday 9th September	Brighton, Maldron Hotel	Book Afternoon Course	Book Full Day
Thursday 17th September	Birmingham, Clayton Hotel	Book Afternoon Course	Book Full Day
Thursday 24rd September	London, Mercure London Bankside	Book Afternoon Course	Book Full Day
Wednesday 11th November	Birmingham, Clayton Hotel	Book Afternoon Course	Book Full Day
Friday 27th November	London, Mercure London Bankside	Book Afternoon Course	Book Full Day
Friday 4th December	Bristol, Double Tree by Hilton	Book Afternoon Course	Book Full Day

View the Marketing course

Practical details

If you have questions about suitability for your team or want to discuss private delivery for an in-house group, please get in touch.

Timing:

9:00am – 12:15pm

Delivery:

In-person, interactive, leadership-focused

What to bring:

A laptop is helpful (not essential). Come with 1–2 priority challenges you want AI to help solve.

Ideal attendees:

Sales leaders and senior sales teams responsible for performance, pipeline contribution, and growth

Knowledge Hub

Looking for practical insights to boost your business growth?

Our Knowledge Hub is packed with expert guides, industry analysis and actionable tips to help you navigate the complex world of actionable tips to help your digital strategy and digital transformation. Dive in to learn how to align your systems for maximum impact.