This module teaches learners how to enhance efficiency, organization, and execution in sales operations through AI-driven time management. Learners will explore how to plan and prioritize sales activities using AI tools, compare manual and Copilot-powered scheduling, and apply systematic approaches to detect and recover from scheduling and execution errors. Through guided practice, they will build side-by-side planning systems, organize daily workflows for varying priorities, and implement AI-assisted execution techniques supported by quality control and error recovery. By the end of the module, learners will be able to design and manage optimized schedules, apply AI solutions to streamline task management, and ensure reliable task execution that maintains both productivity and client trust.

This module guides learners through the design, implementation, and evaluation of AI-integrated workflows that improve sales efficiency and operational reliability. Learners will design scalable workflows that balance automation with human oversight, manage sales resources using AI to optimize allocation and reduce inefficiencies, and monitor cross-application automation sequences to assess real performance impact. Hands-on projects will include designing workflows with built-in troubleshooting points, correcting AI-driven allocation errors, and recording automation demos that sync data across Teams, CRM, and Outlook. By the end of the module, learners will be able to create, manage, and continuously improve AI-powered workflows that enhance productivity, accuracy, and collaboration in modern sales operations.

This module teaches learners how to analyze, improve, and optimize sales processes using AI insights and analytics. Learners will use AI tools to identify inefficiencies, detect workflow breakdowns, and apply structured troubleshooting and documentation techniques to ensure quality improvements. Through hands-on activities, they will analyze real sales workflows, identify and validate enhancement opportunities, and implement data-driven process changes supported by Copilot evaluations. The module also emphasizes diagnosing and resolving AI-related workflow errors, maintaining detailed troubleshooting logs, and validating fixes for accuracy and reliability. By the end, learners will be able to apply AI insights to drive continuous improvement, enhance operational reliability, and ensure sustained efficiency gains across sales processes.