AI Trainings

Course Introduction

In today’s rapidly developing technological era, AI (represented by various AI tools such as DeepSeek) has become a powerful force driving transformation across industries. Key account sales is no exception. By mastering AI technology, salespeople can not only improve their own business capabilities but also significantly enhance organizational performance, helping companies achieve their strategic goals. To help salespeople better understand and apply AI, we have specially designed the “AI Sales” course, which solves common problems in key account sales through a systematic and scientific teaching process.

Key account sales is a systematic and scientific work process, and many salespeople have not received specialized training. In actual sales, they often encounter the following problems:

Opportunity Evaluation Stage:

• Difficulty in quickly obtaining accurate market and industry analysis data, leading to challenges in understanding market trends and customer needs.
• Difficulty in efficiently obtaining potential customer information, leading to a shortage of customer resources.
• Difficulty in thoroughly researching customer backgrounds, resulting in challenges in precisely targeting the right customers.
• Difficulty in scientifically prioritizing clients, leading to poor allocation of sales resources.
• Difficulty in creating personalized digital business cards, leading to challenges in leaving a strong first impression on clients.

Needs Discovery Stage:

• Difficulty in efficiently designing and analyzing survey questionnaires, leading to challenges in gathering valuable customer feedback.
• Difficulty in quickly and accurately organizing meeting minutes, resulting in missed key information during meetings.
• Difficulty in systematically identifying customer pain points, leading to challenges in accurately understanding customer needs.
• Difficulty in effectively identifying customer value points, leading to difficulty in creating differentiated sales strategies.
• Difficulty in precisely analyzing customer personalities, leading to challenges in developing personalized communication strategies.

Solution Presentation Stage:

• Difficulty in conducting comprehensive competitor analysis, leading to ineffective competitive strategies.
• Difficulty in setting effective competitive barriers, preventing differentiation in a competitive market.
• Difficulty in efficiently creating professional Word documents, leading to inefficiency.
• Difficulty in producing high-quality PowerPoint proposals, leading to a lack of professionalism in client interactions.
• Difficulty in conducting effective role-playing exercises, leading to an inability to handle various customer questions.

Negotiation and Contract Signing Stage:

• Difficulty in effectively addressing customer concerns, leading to challenges in closing deals.
• Difficulty in conducting thorough competitor analysis, resulting in a lack of leverage during negotiations.
• Difficulty in efficiently creating contracts, leading to low productivity.
• Difficulty in performing comprehensive compliance checks, leading to potential legal risks.

Solution Implementation Stage:

• Difficulty in developing a scientifically sound implementation plan, resulting in inefficient project execution.
• Difficulty in clearly defining the business blueprint, preventing alignment with clients.Difficulty in creating accurate budget tables, leading to poor cost control.
• Difficulty in conducting effective satisfaction surveys, leading to a lack of valuable customer feedback.
• Difficulty in identifying new customer needs, leading to challenges in achieving continuous sales.

This course will provide breakthrough solutions to the above issues, with hands-on exercises to ensure that participants can easily, vividly, efficiently, and standardized apply key account sales theory and AI capabilities to achieve sales goals.

Target audience

Sales team members and leaders, Marketing professionals, Corporate decision-makers, Individuals interested in AI or sales, Lifelong learners

Training Objective

• Use AI tools to conduct market and industry analysis, quickly obtain accurate data, and gain insights into market trends and customer needs.
• Create personalized digital business cards to enhance the first impression with clients and strengthen brand awareness.
• Design and analyze efficient surveys to accurately gather customer feedback and uncover potential needs.
• Organize meeting minutes to quickly capture key information during meetings and ensure the accuracy of information transmission.
• Identify customer pain points, recognize value points, and develop differentiated sales strategies.
• Analyze customer personalities and create personalized communication strategies to enhance customer satisfaction.
• Conduct comprehensive competitor analysis, set effective competitive barriers, and formulate competition strategies.
• Create professional Word and PPT versions of sales proposals to improve their professionalism and persuasive power.
• Present sales proposals and conduct simulation exercises to enhance the ability to handle customer questions.
• Address client concerns, close deals, and improve contract success rates.
• Create contracts, perform compliance checks, and reduce legal risks.
• Develop scientifically sound implementation plans and business blueprints to ensure smooth project execution.
• Create accurate budgets to effectively control costs.
• Conduct satisfaction surveys, explore new customer needs, and achieve continuous sales growth.

Training Content

Preface: Overview of AI-Powered Sales Process

• The capabilities of AI today
• Why sales professionals need to learn AI
• Overview of the B2B large-client sales process

Module 1: AI for Opportunity Evaluation

• Market and industry analysis
• Identifying potential clients
• Researching client backgrounds
• Prioritizing clients
• Digital business cards
• Class Exercise: Use AI for market and industry analysis, identifying potential clients, researching client backgrounds, prioritizing clients, creating digital business cards

Module 2: AI for Needs Discovery

• AI for writing various sales copy
• Research surveys
• Meeting minutes
• Identifying customer pain points
• Recognizing value points
• Analyzing customer personalities
• Class Exercise: Use AI to write sales copy, design research surveys, create meeting minutes, identify pain points, recognize value points, analyze customer personalities

Module 3: AI for Proposal Presentation

• Competitor analysis
• Setting competitive barriers
• Customizing Word-based proposals
• Creating PowerPoint proposals
• Simulation exercises
• Class Exercise: Use AI for competitor analysis, setting barriers, customizing Word proposals, creating PowerPoint proposals, and conducting simulation exercises

Module 4: AI for Negotiation and Contract Signing

• Resolving doubts
• Analyzing competitors
• Creating contracts
• Compliance checks
• Class Exercise: Use AI to resolve client doubts, analyze competitors, create contracts, and conduct compliance checks

Module 5: AI for Proposal Implementation

• Implementation plans
• Business blueprints
• Budget sheets
• Satisfaction surveys
• Uncovering new customer needs
• Class Exercise: Use AI to create implementation plans, business blueprints, budget sheets, satisfaction surveys, and uncover new customer needs

Trainer

Senior consultant in Supply Chain Standard Operating Procedures (SOP); officially certified AI trainer by Edraw Mind Map; previously served as Sales Director, Delivery Director, and Pre-sales Director in the IT industry with over ten years of project management experience at Fortune 500 companies. Certified generative AI expert by Microsoft and LinkedIn; accredited Prompt Word Engineer by iFlytek and DataWhale; AI trainer for Alibaba DAMO Academy; holder of the Project Management Professional (PMP) certification issued by the U.S. Project Management Institute (PMI).

About HACKL Technology

HACKL Technology, a digital transformation consulting firm with a core commitment to professionalism and integrity, specializes in the upgrade and transformation of enterprises in the field of artificial intelligence. We serve multiple key industries, including automotive manufacturing, high-end equipment manufacturing, and new energy storage. Our services include but are not limited to:

• AI Training: Offering customized AI skill training to enhance the professional capabilities of teams
• Business Strategy Consulting: Assisting enterprises in formulating and implementing effective business strategies through in-depth analysis and planning
• Innovative Productivity Solution Development: Developing innovative solutions to improve productivity and address business challenges

We are dedicated to driving innovation in industrial intelligent manufacturing, aiding enterprises in their digital transformation through close collaboration with our clients, and together stepping into a new era driven by innovation.