Course Outline
Module 1: Introduction to AI in Sales
- Defining AI and exploring its impact on the commercial sector
- Identifying core AI tools and concepts essential for sales professionals
- Practical examples demonstrating immediate value in sales workflows
Module 2: Enhancing Productivity with AI Tools
- Automating routine administrative duties and communication tasks
- Leveraging AI assistants and chatbots for internal and external engagements
- Utilizing templates and prompt patterns for standard sales communications and follow-ups
Module 3: Data Preparation and Market Intelligence
- Organizing sales and market data for effective analysis (including cleaning, enrichment, and integration)
- Extracting insights and synthesizing qualitative data using Excel and ChatGPT
- An introduction to Power BI for connecting datasets and generating rapid reports
Module 4: Predictive Analytics for Sales and Market Behavior
- Overview of simple forecasting methods and their application to short-term demand (1–4 weeks)
- Applying Excel’s native forecasting features and AI-assisted tools
- Interpreting model outputs and conveying uncertainty to stakeholders
Module 5: Route to Market and Competitive Analysis
- Employing AI for competitive intelligence and market scanning
- Segmenting customers and prioritizing accounts using AI-driven heuristics
- Case study: Extracting competitive keywords, positioning strategies, and opportunity signals
Module 6: Building Dashboards and Visual Reports
- Design principles for creating effective sales and market dashboards
- Practical session: Building 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 organizations and SMEs
- Discussion: Mapping similar tactics to participants’ business contexts
- Group exercise: Adapting a case study to your specific operational environment
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 ingest → insight generation → dashboard creation → action checklist
- Presentations of created workflows and peer feedback sessions
Module 9: Adoption and Next Steps
- A checklist for implementing AI workflows within sales teams (covering data, roles, and governance)
- Ready-to-use templates, prompts, and dashboard packs for participants to reuse
- A roadmap for scaling AI-assisted sales practices and measuring their impact
Requirements
- A solid understanding of fundamental sales and marketing principles
- Proficiency in using Excel or other spreadsheet software for data management
- Familiarity with dashboards or reporting tools is advantageous but not mandatory
Target Audience
- Sales representatives and account managers
- Marketing analysts and business development professionals
- 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.
