Course Outline
Module 1: Introduction to AI in Sales
- Understanding AI and its transformative impact on the commercial sector
- Essential AI tools and concepts for sales professionals
- Practical examples demonstrating where AI delivers immediate value in sales workflows
Module 2: Enhancing Productivity with AI Tools
- Streamlining routine administrative and communication tasks
- Employing AI assistants and chatbots for both internal and external interactions
- Templates and prompt structures for standard sales communications and follow-ups
Module 3: Data Preparation and Market Intelligence
- Organizing sales and market data for analysis (including cleaning, enrichment, and integration)
- Leveraging Excel and ChatGPT to derive insights and synthesize qualitative data
- An introduction to Power BI for connecting datasets and generating quick reports
Module 4: Predictive Analytics for Sales and Market Behavior
- Basic forecasting methods and their application to short-term demand (1–4 weeks)
- Utilizing Excel’s integrated forecasting and AI-assisted capabilities
- Interpreting model outputs and communicating uncertainty to stakeholders
Module 5: Route to Market and Competitive Analysis
- Applying AI for competitive intelligence and market scanning
- Segmenting customers and prioritizing accounts using AI-driven heuristics
- Practical case study: extracting competitive keywords, positioning, and opportunity signals
Module 6: Creating Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Hands-on creation of Power BI visuals for sales KPIs, pipeline health, and market trends
- Integrating narrative insights through AI-assisted summaries and highlights
Module 7: Practical Applications and Case Studies
- Real-world use cases from leading enterprises and SMEs
- Discussion: mapping similar strategies to participants’ business contexts
- Group exercise: adapting a case study to your specific operational environment
Module 8: Hands-on Session — Developing a Simple Workflow
- Guided practice using ChatGPT, Excel (AI features), and Power BI on a sample dataset
- End-to-end exercise: data ingestion → insight generation → dashboard creation → action checklist
- Workflow presentations and peer feedback
Module 9: Adoption and Future Steps
- Checklist for implementing AI workflows in sales teams (covering data, roles, and governance)
- Quick-start templates, prompts, and dashboard packs for participant reuse
- Roadmap for scaling AI-assisted sales practices and measuring their impact
Requirements
- A solid understanding of fundamental sales and marketing principles
- Confidence in using Excel or similar spreadsheet tools for data manipulation
- A basic knowledge of dashboards or reporting tools is beneficial, though not mandatory
Target Audience
- Sales professionals and account managers
- Marketing analysts and business development personnel
- Product managers, commercial strategists, and key decision-makers
Testimonials (2)
I had never really used ChatGBT before. I will try to start using it more for projects or for the gathering of information
Hans Heydorn - Shining3D Technology GmbH
Course - ChatGPT for Productivity in Marketing Teams
Able to pivot upon audience suggestions - ie able to create a real AI agent scenario on the spot.
