CompliQuest

Course Overview

Sales teams increasingly rely on AI for profiling, lead scoring, and personalised promotions, but without proper compliance training, these efforts can backfire. The EU AI Act and the GDPR now make it clear that organisations must ensure the responsible use of AI, and this course breaks down what that means for sales professionals. 

You will explore the specific privacy risks that surface when AI tools are used to track buying behaviour, build customer profiles, or automate email campaigns.

Through real-world scenarios, you’ll see how easily mistakes happen: a sales manager uploads detailed purchase records into an external AI chatbot without telling clients; a team uses an AI tool to suggest products based on shopping habits without performing a privacy impact assessment or informing customers; and another case shows how personal data is shared with a marketing platform without any documentation of legitimate interests.

These examples highlight common errors, such as a lack of transparency, missing assessments, and uncontrolled data sharing, that can undermine trust and result in fines. The course then provides straightforward guidance on how to comply with the AI Act and GDPR: clearly informing customers about what data will be used and why, documenting lawful grounds for processing, anonymising sensitive details before using external tools, and establishing proper data processing agreements with
vendors. 

You will learn how to conduct risk assessments and maintain accurate records for profiling and tracking activities, as well as how to leverage privacy compliance into a competitive advantage that strengthens customer relationships. 

By the end, you’ll have the confidence to use AI-powered sales tools responsibly, stay within the law, and create value without compromising personal data.

Who Is This For?

This course is ideal for sales professionals and teams who regularly use AI tools in their daily work and handle customer data, including:

1. Sales managers & team leads – Ensuring responsible use of AI in customer profiling and purchasing analysis.
2. Account executives & sales representatives – Safely managing customer data when using AI for personalised offers and relationship management.
3. Sales operations specialists – Implementing compliant and privacy-focused AI tools in day-to-day sales activities.
4. Compliance & privacy officers – Identifying privacy risks and ensuring sales team compliance with data protection regulations.

Modules

• AI Literacy in the Sales Department – Gain foundational knowledge on responsibly using AI for daily sales activities, with real-life examples such as customer profiling, tracking buying behavior, and offering personalized recommendations, while fully protecting customer privacy and complying with data protection rules.