mybreev Homepage
mybreev eLearning catalog 2026
Artificial Intelligence
Safe AI Use in Sales and Account Management

Latest ReleasesArtificial Intelligence

Safe AI Use in Sales and Account Management

In this e-learning course, you'll learn how to confidently follow up on customer meetings with AI support. You'll review automatically generated meeting summaries, crm tasks, and follow-up drafts for omissions, hallucinations, and unauthorized content before anything is sent to the customer.

You reliably check AI-generated summaries and crm entries related to customer appointments for errors and omissions.
You send AI-generated follow-ups only after they have been approved from both a technical and legal standpoint.

15 min German, English For employees in sales, key account management, and customer success, as well as for sales management, crm managers, and data protection officers

You can request a free demo

Internal online training in just a few steps

Get immediate operational readiness - compatible with any learning management system (LMS) or as a stand-alone solution. Interactive, with certificate, and customizable for your industry on request.

1 Select a course (and customize it)

Choose a ready-made course from mybreev and tailor the content to your industry whenever needed.

2 Integrate technically

Seamless integration into your LMS or immediate use as a stand-alone solution. Format: SCORM 1.2, xAPI, HTML5 and LTI.

3 Train interactively

Active learning through integrated quiz questions and practical exercises. Measurable learning progress in real time.

4 Issue certificates

Automatic certificate issuance after successful completion. Documentable for professional development and compliance.

Request course

Used across industries

Course content & learning objectives

5 chapters

Interactive exercises

Final test

Certificate

Chapters

Introduction: AI in follow-up after customer meetings

You'll receive a brief introduction to how the course works and, using a sample appointment, see which steps an ai can handle after the conversation.

Securely process confidential call data

Based on a conversation with a customer, you'll see what information can be entered into an AI tool and what data protection and confidentiality requirements apply. A scenario illustrates how an ill-considered entry can become a problem.

Review call summaries and crm tasks

You compare an ai summary with the meeting notes and identify missing or fabricated details. You then go through the resulting crm entries and tasks step by step.

Review and approve the follow-up

An AI-generated draft follow-up email is reviewed for tone, commitments, and any content that has not been approved. You will learn about the approval process, including the technical and legal review, prior to sending the email.

Summary and final quiz

You will summarize the key points and demonstrate in the graded final quiz that you can confidently apply the test procedures.

Learning objectives

You handle confidential customer information securely when using ai and enter only permitted data.
You systematically review automatically generated crm data and tasks before accepting them.
You reliably identify omissions and inaccuracies in ai summaries of customer conversations.
You remove unapproved content and unverified commitments from follow-up drafts.
You send follow-ups only after a thorough technical and legal review has been completed.

Questions about e-learning, LMS and certification

Certificate & Compliance

Yes. Upon successful completion of the final assessment, a digital certificate of participation is issued – suitable for internal documentation and compliance verification.

Target Audience & Process

This course is for employees in sales, key account management, and customer success who use AI to follow up on customer meetings. Sales leadership, CRM administrators, and data protection officers also benefit, as they are accountable for the process.

The course is structured in five compact chapters and takes about 15 minutes to complete. You follow the post-meeting workflow for a customer appointment, from data entry through the review of the summary and CRM tasks to the approval of the follow-up message. A graded final quiz with five questions concludes the course.

Integration & Customization

Yes. Corporate branding (logo, colors, corporate identity) as well as internal content such as contacts, policies, or process guidelines can be integrated.

Updates, Demo, Licensing

Yes. For technical evaluation, we provide a demo SCORM package or a time-limited trial access (approximately 14 days).

Content & Relevance

Training on AI in sales is important because inaccurate summaries or fabricated commitments can strain customer relationships and contracts. AI accelerates follow-up work, but it does not replace professional review. The course provides concrete verification steps for meeting data, CRM entries, and external communications.

Sales and Account Management with AI means that after a customer meeting, an AI creates the meeting summary, transfers tasks to the CRM, and drafts a follow-up message. The responsible person reviews the content, tone, and commitments before anything reaches the customer. The course walks through this workflow using a realistic example.

Licensing, Updates, Demo

The training is available as a standalone module, a course bundle, or on a subscription basis. Licensing is company-wide and typically requires a minimum term of one year.

Safe AI Use in Sales and Account Management

Internal online training in just a few steps

Used across industries