AI Workshop: Building Your Roadmap for Real Impact
Thursday, July 31
Build your custom strategy for
adopting AI to drive real results
12:00 - 3:00 pm ET
3-hour, live instructor-led training
with Salesforce-certified experts
Price: *$399
*Early-bird pricing until July 17 Standard price: $450
Leave ready to take action with AI to drive growth
Activating AI: From Possibility to Plan
You know you want to implement AI at your business to help drive efficiency and create elevated customer experiences at scale, but you may not know where to start.
This workshop is designed to help you turn AI from an abstract concept into a real, actionable strategy for your business to adopt with intention. Through hands-on exercises, industry insights, and real-world AI use cases, workshop participants will identify gaps, uncover high-impact AI opportunities, and leave with a roadmap for AI adoption—tailored to their existing tech stack. This isn’t about theory—this is about getting AI working for you, today.
What You’ll Learn:
- AI capabilities, common use cases, and real-world applications
- How to identify high-impact use cases
- Keys for defining roadblocks & solutions
- The steps for building an effective AI adoption plan from vision setting, to connecting to business values, to identifying dependencies and performance metrics
- How to create your own AI & Innovation Roadmap
Benefits of Attending:
- Learn what AI can actually do for your business today through real-world examples
- Gain clarity on where AI fits into your broader innovation and customer experience strategy
- Identify and prioritize high-impact use cases specific to your team and tech stack
- Walk away with a personalized AI roadmap you can start acting on immediately
Upcoming Course Dates:
- Thursday, July 31, 2025
Course Outline:
- Level Setting on AI: Types & Capabilities
- Identifying AI Roadblocks & Opportunities
- Exploring Real-World Use Cases
- Defining Your Own Use Cases
- The Steps for Building an AI Adoption Plan
- Creating Your Own AI & Innovation Roadmap
Who Should Attend:
This workshop is for marketing, sales ops, customer success, and innovation leaders who are looking to implement AI-powered solutions into their business with intention that drives real impact.
What makes Sercante training different?
Grow your skillset with online courses led by Salesforce-certified consultants who will share their expertise from real-world experience. Have the opportunity to ask questions and receive insights from class discussions as you network and learn alongside professionals looking to expand their knowledge just like you.
Learn from pro consultants
Learn from instructors who are also trusted, Salesforce-certified consultants who have helped thousands of teams succeed.
Explore real-world use cases
Get real-world use cases to understand the best practices for applying course concepts to your organization and bring back fresh ideas.
Get hands-on experience
Most people learn by doing, which is why we incorporate the opportunity for hands-on practice with every course.
Set yourself up for success
Understand the pitfalls to avoid and the recommended strategies for tech implementation and maximizing its value to reach your goals.
Q&A Time: AI Workshop
Get your questions answered about the AI workshop.
How much does this workshop cost?
Seats for this workshop start at $450 USD per seat unless otherwise stated on this page due to a special promotion. We offer special pricing to nonprofits and educational institutions, as well as for returning students and Sercante clients.
If you’re looking for group training or more tailored training, please review our private training page.
What is the duration of this workshop?
This is an instructor-led three-hour workshop with Salesforce-certified experts. Expect to receive valuable insights from real-life use case examples, practical steps to bring back to your organization, and the opportunity to engage in group discussions, and Q&A.
Is there a prerequisite for enrolling in this workshop?
As stated above, if you are a marketer, sales ops, or customer success professional with a desire to learn more about how to apply AI to your business and create a plan for adopting with intention that drives real impact, then this course is for you, period.
No special requirements.
Who can I contact if I have more questions about this workshop?
If you have any additional questions, please contact the Sercante training team at [email protected] or via our contact us form. We’ll be happy to help!
What if I do not have access to an org?
You will not need access to an org during the course. Just bring your willingness to learn and your desire to engage with your instructors and fellow participants.
Do you provide private training for customized vision mapping?
Absolutely! If you’re interested in private training reach out to [email protected]. Share a little more about where you are in your AI journey and we can discuss the next steps for a personalized vision mapping session for your entire team!
Maximize your impact with Marketing Cloud Growth training
LOCATION
DURATION
COST
Become your team’s expert in building personalized multichannel marketing journeys at scale through Marketing Cloud Growth Edition training.
When you take this course you can expect to walk away with:
- An understanding of Marketing Cloud Growth Edition’s features, functionality, and how to set it up
- Best practices for using Data Cloud-powered segmentation and getting the most out of the Einstein capabilities
- Confidence with Salesforce Flow and building campaigns and assets in the platform
- Insights on how to better qualify leads and personalize campaigns for the best results
Students take advantage of weekly open office hours to get one-on-one support throughout the course. Get access to session recordings and training decks at the end of the course to continue learning and keep up the momentum.
This Marketing Cloud Growth Edition Bootcamp is intended for: Marketing Cloud Growth Edition admins, Marketing Cloud Growth Edition users, campaign managers, marketing managers, marketing operation managers & executives who want to learn the basics of using and managing Marketing Cloud Growth.
Note: We offer discounts to non-profits and educational institutions on our bootcamps. Please get in touch with us for the next steps.
Have questions first? Ping us at [email protected]
Course Info
- Lesson One: Technical setup and consent management
- Lesson Two: Administration: user setup and experience
- Lesson Three: Segmentation & Einstein capabilities
- Lesson Four: Introduction to Salesforce Flow
- Lesson Five: Creating brand guidelines and using the Form and Landing Page Builder
- Lesson Six: Building email templates and creating Lead Scoring rules
- You will need access to Marketing Cloud Growth Edition to participate in the course
- A working camera and mic to participate through Zoom video chat
- Willingness to learn and participate
- We recommend students plan to commit a minimum of 4-5 hours a week to this course, including the scheduled two-hour lecture session, the optional one-hour open office hour, and a recommended one hour of self-paced learning.
- 2-hour class time commitment
- 1-hour office hour commitment (optional)
- Tuesdays, August 5 – September 9
All classes are from 12pm – 2pm ET and all open office hours are from 12pm – 1pm ET.
Sounds great! I’m in!
We are currently updating the registration process for this course. If you are interested in joining our next course date, please email [email protected].
We can’t wait to see you there. All you need to do now is make sure you meet the course requirements and fill out this form.
Have questions first? Ping us at [email protected].
This course helped me understand many different features within Account Engagement (Pardot). I think it was especially helpful for differentiating between automation types.”
Course outline
- Lesson One: Technical setup and consent management
- Lesson Two: Administration: user setup and experience
- Lesson Three: Segmentation & Einstein capabilities
- Lesson Four: Introduction to Salesforce Flow
- Lesson Five: Creating brand guidelines and using the Form and Landing Page Builder
- Lesson Six: Building email templates and creating Lead Scoring rules
Q&A Time: Getting started with bootcamp training
You’re probably wondering these things about Salesforce training. So here you go.
How much does this bootcamp cost?
Seats for this workshop start at $450 USD per seat unless otherwise stated on this page due to a special promotion. We offer special pricing to nonprofits and educational institutions, as well as for returning students and Sercante clients.
If you’re looking for group training or more tailored training, please review our private training page.
What is the duration of this bootcamp?
This is an instructor-led three-hour workshop with Salesforce-certified experts. Expect to receive valuable insights from real-life use case examples, practical steps to bring back to your organization, and the opportunity to engage in group discussions, and Q&A.
Is there a prerequisite for enrolling in this bootcamp?
As stated above, if you are a marketer, sales ops, or customer success professional with a desire to learn more about how to apply AI to your business and create a plan for adopting with intention that drives real impact, then this course is for you, period.
No special requirements.
Do you offer support outside of this bootcamp?
If you have any additional questions, please contact the Sercante training team at [email protected] or via our contact us form. We’ll be happy to help!
Who can I contact if I have more questions about this bootcamp?
You will not need access to an org during the course. Just bring your willingness to learn and your desire to engage with your instructors and fellow participants.
