Course Outline
Module 1: Introduction to AI in Sales
- Defining AI and its impact on the commercial landscape.
- Essential AI tools and concepts for sales professionals.
- Practical examples illustrating where AI delivers immediate value in sales workflows.
Module 2: Enhancing Productivity with AI Tools
- Automation of routine administrative and communication duties.
- Leveraging AI assistants and chatbots for internal and external engagements.
- Templates and prompt structures for typical sales communications and follow-ups.
Module 3: Data Preparation and Market Intelligence
- Organizing sales and market data for analysis, including cleaning, enrichment, and integration.
- Utilizing Excel and ChatGPT to derive insights and synthesize qualitative data.
- Overview of Power BI for dataset connectivity and rapid report generation.
Module 4: Predictive Analytics for Sales and Market Behavior
- Simple forecasting techniques and their application to short-term demand (1–4 weeks).
- Applying Excel’s native forecasting capabilities and AI-assisted features.
- Interpreting model outputs and conveying uncertainty to stakeholders.
Module 5: Route to Market and Competitive Analysis
- Employing AI for competitive intelligence and market monitoring.
- Customer segmentation and account prioritization 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.
- Practical session: generating 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 major enterprises and SMEs.
- Discussion: aligning these strategies with participants’ specific business contexts.
- Group exercise: adapting a case study to your operational environment.
Module 8: Hands-on Session — Constructing 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 review.
Module 9: Adoption and Future Steps
- Checklist for implementing AI workflows in sales teams (covering data, roles, and governance).
- Ready-to-use templates, prompts, and dashboard packs for participant reuse.
- Roadmap for scaling AI-assisted sales practices and evaluating their impact.
Requirements
- Understanding of fundamental sales and marketing principles.
- Confidence in using Excel or spreadsheet applications for data management.
- Basic exposure to dashboards or reporting tools is beneficial, though not mandatory.
Target Audience
- Sales specialists 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.
