FORMATION IA
L'IA pour les petites équipes commerciales
Dotez votre petite équipe commerciale d'outils IA concrets pour qualifier les leads, rédiger des propositions et mettre à jour le CRM plus vite.
Ce qu'elle couvre
Un atelier pratique conçu pour les équipes de vente de 3 à 10 personnes dans les petites entreprises. Les participants travaillent directement avec des outils accessibles — Apollo, HubSpot AI, Dust et Claude — pour automatiser les résumés d'appels, enrichir les fiches CRM, construire des séquences d'e-mails et rédiger des propositions commerciales. La journée alterne courtes séquences conceptuelles et exercices pratiques sur des scénarios de vente réels. À la fin, chaque participant repart avec des modèles et des automatisations opérationnels dès le lendemain.
À l'issue, vous saurez
- Set up an AI-assisted call summary workflow and push structured notes to a CRM field automatically
- Write a qualifying prompt sequence in Claude or Dust that scores inbound leads against your ideal customer profile
- Build a 3-step personalised outbound email sequence using AI that requires only light human editing before sending
- Draft a proposal outline for a given deal brief in under 10 minutes using a reusable AI prompt template
- Calculate whether a given AI tool subscription is cost-justified for a sub-10-person sales team
Sujets abordés
- Automating call summaries and CRM updates with AI
- Lead qualification scoring using Apollo and AI prompts
- Writing and personalising outbound email sequences with Claude
- Drafting tailored proposals and follow-ups faster
- Using HubSpot AI features for pipeline management
- Building reusable prompt templates for sales tasks
- Evaluating AI tool costs vs. time savings for SMEs
Modalité
Delivered in-person or via live virtual session (Zoom/Teams). Participants need a laptop with browser access to HubSpot or their own CRM, a free Claude account, and optionally an Apollo trial. The day is approximately 70% hands-on exercises and 30% facilitated discussion. A shared Notion or Dust workspace is provided with all prompt templates and exercise sheets. A 30-minute async follow-up Q&A is included one week after the session.
Ce qui fait que ça marche
- Designating one team member as the 'prompt librarian' who maintains and improves shared templates
- Starting with a single high-friction task (e.g. CRM updates after calls) before expanding to other workflows
- Running a two-week trial period with clear time-saved metrics before committing to any paid tool
- Reviewing and iterating on AI-generated emails as a team to align tone with the brand voice
Erreurs fréquentes
- Buying an expensive AI sales platform before validating workflows with cheaper tools like Claude or HubSpot AI
- Using generic prompts that ignore the company's specific ICP, resulting in irrelevant outreach
- Treating AI as a replacement for relationship-building rather than an admin-reduction tool
- Not updating prompt templates as the product offering or target market evolves
Quand NE PAS suivre cette formation
This workshop is not the right fit if the sales team already uses a fully configured AI-native CRM like Salesforce Einstein and wants to build custom models or integrations — that requires a practitioner-level programme with technical resources.
Fournisseurs à considérer
Sources
Cette formation fait partie d'un catalogue Data & IA construit pour les leaders sérieux sur l'exécution. Lancez le diagnostic gratuit pour voir quelles formations sont prioritaires pour votre équipe.