Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- Understanding AI and its transformative impact on the commercial sector
- Essential AI tools and concepts for sales professionals
- Real-world examples demonstrating where AI delivers immediate value in sales workflows
Module 2: Enhancing Productivity with AI Tools
- Automating routine administrative and communication tasks
- Utilizing AI assistants and chatbots for both internal and external interactions
- Applying templates and prompt patterns for common sales communications and follow-ups
Module 3: Data Preparation and Market Intelligence
- Organizing sales and market data for analysis (including cleaning, enrichment, and integration)
- Employing Excel and ChatGPT to extract insights and synthesize qualitative data
- Getting started with Power BI for connecting datasets and generating quick reports
Module 4: Predictive Analytics for Sales and Market Behavior
- Basic forecasting techniques and their application to short-term demand (1–4 weeks)
- Leveraging Excel’s built-in 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: deriving competitive keywords, positioning strategies, and opportunity signals
Module 6: Building Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Practical exercise: creating Power BI visuals for sales KPIs, pipeline health, and market trends
- Incorporating narrative insights through AI-assisted summaries and highlights
Module 7: Practical Applications and Case Studies
- Real-world use cases from leading organizations and small-to-medium enterprises
- Discussion: mapping similar tactics to participants’ specific business contexts
- Group exercise: adapting a case study to fit your operational environment
Module 8: Hands-on Session — Building 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, and action checklist development
- Presentation of workflows and exchange of peer feedback
Module 9: Adoption and Next Steps
- A checklist for deploying AI workflows in sales teams (covering data, roles, and governance)
- Reusable quick-start templates, prompts, and dashboard packs for participants
- A roadmap for scaling AI-assisted sales practices and measuring their impact
Requirements
- A solid understanding of basic sales and marketing principles
- Proficiency in using Excel or similar spreadsheet applications for data management
- Familiarity with dashboards or reporting tools is beneficial but not mandatory
Target Audience
- Sales professionals and account managers
- Marketing analysts and business development specialists
- Product managers, commercial strategists, and other 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.
