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AI for sales teams and sales administration

Prospecting, meeting preparation, proposals, follow-ups, visit reports: sell better with AI without losing the human relationship.

Programme updated on 6 November 2026. Our courses are delivered in French. If you need another language, contact us: we will tell you honestly what is possible.

Learning objectives

By the end of the course, participants are able to

  • Prepare a meeting in minutes: research on the prospect, questions, likely objections
  • Write personalised prospecting emails, follow-ups and sales proposals, in the right tone
  • Turn visit notes into a structured report and CRM actions
  • Analyse your pipeline and quotes (Excel and AI) to prioritise
  • Respect prospecting rules (GDPR, right to object) and customer data confidentiality

Programme

How the course is structured

1 day (7 hours). Timings are adjusted to the group's level and your priorities.

  1. 01Landscape

    45 min
    • What AI changes in a sales cycle
    • Your tools and your data
  2. 02Before the meeting

    1 hr 30 min
    • Express prospect profile
    • Discovery questions and objections
    • Pitch tailored to the sector
  3. 03Writing to sell

    2 hrs
    • Prospecting emails and follow-up sequences
    • Sales proposal from a template
    • Written answers to objections
  4. 04After the meeting

    1 hr 15 min
    • Report and actions from dictated notes
    • Updating the CRM
    • Following up at the right time
  5. 05Analysing

    1 hr
    • Pipeline, pending quotes, simple forecasts
    • Tables and summaries for the sales meeting
  6. 06Rules and plan

    30 min
    • GDPR and prospecting
    • Your three uses

Details

Audience, prerequisites, methods and assessment

Who it is for

  • Field and inside sales reps, sales administration, sales managers
  • Business owners who do their own selling

Prerequisites

  • None
  • A CRM or sales tracking tool is a plus

Teaching methods

  • Short explanations alternating with hands-on AI workshops on the participants' real cases.
  • Each participant works on their own computer, with the company's tools or trial accounts we provide.
  • Materials handed over at the end of the session: practical guides, prompt library, reusable templates.
  • Groups of 4 to 10 participants (8 recommended) to keep individual support possible.

Assessment and follow-up

  • Self-assessment questionnaire before or at the start of the session.
  • Hands-on exercises assessed during the course (trainer's observation grid).
  • End-of-course quiz and immediate satisfaction survey.
  • Certificate of completion issued to each participant.

Our courses are open to people with disabilities: contact us beforehand so we can adapt the pace, materials, tools or venue. All practical information

Funding this course

For companies established in France, this course falls under the company's skills development plan: depending on your OPCO, your headcount and the programme, the course fee may be covered in full or in part, sometimes with nothing left to pay. Funding is never automatic; it is checked case by case before the training and confirmed in writing by the OPCO. We prepare the file with you (detailed programme, quote, agreement). Companies outside France can take the course online and fund it from their own budget or through their national schemes, which we help you identify without promising anything.

OPCO funding applies only to companies established in France; it depends on the company's and the programme's eligibility and is checked case by case before any booking. Companies elsewhere fund the training from their own budget or through their national schemes. Boost Activity does not currently hold Qualiopi certification (the French quality standard for training providers).

Frequently asked questions

Before you book

Where and how is the 'Sales and sales admin' course delivered?

In-house, at your premises ; Online, live virtual classroom. Duration: 1 day (7 hours), in groups of 4 to 10 participants. Dates are agreed with you and the programme is adapted to your tools and your real cases. Sessions are delivered in French; contact us for other languages.

What are the prerequisites and what equipment is needed?

None. A CRM or sales tracking tool is a plus. Each participant works on their own computer, with the company's tools or trial accounts we provide.

How much does this course cost and can it be funded?

In-house course: quoted on request, based on group size, duration and location, excluding VAT, plus any travel costs. In France, OPCO funding depends on your company's and the programme's eligibility and is checked case by case before booking; Boost Activity does not currently hold Qualiopi certification. Outside France, the course is self-funded or funded through your national schemes.

What do participants receive at the end?

A certificate of completion (non-accredited course), the course materials and practical guides (prompt library, templates), and a personal action plan of three uses to put in place the following week.

All frequently asked questions

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Train your team: Sales and sales admin

Tell us your tools, the number of participants and your availability. We come back to you with an adjusted programme, a quote and the funding options worth checking.