Course Outline
Module 1: Introduction to AI in Sales
- Understanding AI and its transformative impact on the commercial sector.
- Overview of essential AI tools and concepts for sales professionals.
- Real-world examples illustrating immediate value in sales workflows.
Module 2: Enhancing Productivity with AI Tools
- Automating routine administrative and communication activities.
- Leveraging AI assistants and chatbots for internal and external engagement.
- Utilizing templates and prompt strategies for sales communications and follow-ups.
Module 3: Data Preparation and Market Intelligence
- Organizing sales and market data for analysis, including cleaning, enrichment, and integration.
- Extracting insights and synthesizing qualitative data using Excel and ChatGPT.
- Introduction to Power BI for dataset connectivity and rapid report generation.
Module 4: Predictive Analytics for Sales and Market Behavior
- Application of simple forecasting methods for short-term demand (1–4 weeks).
- Utilizing 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
- Employing AI for competitive intelligence and market monitoring.
- Customer segmentation and account prioritization using AI-driven heuristics.
- Practical case study: Identifying competitive keywords, positioning, and opportunity signals.
Module 6: Building Dashboards and Visual Reports
- Design principles for effective sales and market dashboards.
- Practical creation of 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
- Analysis of real-world use cases from major organizations and SMEs.
- Discussion on applying similar strategies to participants’ businesses.
- Group exercise: Adapting a case study to specific operational contexts.
Module 8: Hands-on Session — Building a Simple Workflow
- Guided practice with ChatGPT, Excel (AI features), and Power BI using a sample dataset.
- End-to-end exercise: data ingestion → insight generation → dashboard creation → action checklist.
- Presentation of workflows and peer review feedback.
Module 9: Adoption and Next Steps
- Checklist for implementing AI workflows in sales teams (data, roles, governance).
- Provision of quick-start templates, prompts, and dashboard packs for reuse.
- Roadmap for scaling AI-assisted sales practices and measuring impact.
Requirements
- A solid understanding of fundamental sales and marketing principles.
- Proficiency in using Excel or similar spreadsheet applications for data management.
- Basic experience with dashboards or reporting platforms is advantageous but not mandatory.
Target Audience
- Sales representatives 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.
