Course Outline
Module 1: AI Fundamentals in Sales
- Understanding AI and its role in reshaping the commercial sector
- Essential AI tools and concepts for sales professionals
- Real-world examples: identifying immediate AI value in sales processes
Module 2: Enhancing Efficiency with AI
- Automating standard administrative and communication duties
- Leveraging AI assistants and chatbots for both internal and external engagement
- Templates and prompt strategies for typical sales interactions and follow-ups
Module 3: Data Preparation and Market Intelligence
- Organizing sales and market data for analysis (cleaning, enrichment, and integration)
- Utilizing Excel and ChatGPT to derive insights and synthesize qualitative information
- Introduction to Power BI for dataset connectivity and rapid reporting
Module 4: Predictive Analytics for Sales and Market Trends
- Basic forecasting techniques and their application to short-term demand (1–4 weeks)
- Utilizing Excel’s native forecasting and AI-driven features
- Interpreting model results and addressing uncertainty with stakeholders
Module 5: Market Entry Strategies and Competitive Analysis
- Employing AI for competitive intelligence and market surveillance
- Customer segmentation and account prioritization via AI-driven methods
- Practical case: extracting competitive keywords, positioning, and opportunity indicators
Module 6: Creating Dashboards and Visual Reports
- Design best practices for effective sales and market dashboards
- Practical exercise: generating Power BI visuals for sales KPIs, pipeline status, and market trends
- Integrating narrative insights through AI-assisted summaries and key highlights
Module 7: Real-World Applications and Case Studies
- Practical use cases from major corporations and SMEs
- Discussion: mapping similar strategies to participants’ respective businesses
- Group activity: adapting a case study to your specific operational environment
Module 8: Practical Session — Developing a Simple Workflow
- Supervised practice using ChatGPT, Excel (AI features), and Power BI with a sample dataset
- Comprehensive exercise: data intake → insight creation → dashboard → action list
- Workflow presentations and peer evaluation
Module 9: Implementation and Future Directions
- Deployment checklist for AI workflows in sales teams (data, roles, governance)
- Ready-to-use templates, prompts, and dashboard packages for participant reuse
- Roadmap for expanding AI-assisted sales practices and tracking impact
Requirements
- Understanding of core sales and marketing principles
- Proficiency with Excel or similar spreadsheet applications for data management
- Basic exposure to dashboards or reporting platforms is beneficial but not mandatory
Target Audience
- Sales representatives and account managers
- Marketing analysts and business development teams
- 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.
