Course Outline
Module 1: Foundations of AI in Sales
- Understanding AI and its transformative impact on the commercial sector
- Essential AI tools and concepts for sales professionals
- Practical examples: Identifying where AI delivers immediate value in sales processes
Module 2: Enhancing Productivity via AI Tools
- Automating routine administrative and communication workflows
- Leveraging AI assistants and chatbots for both internal and external interactions
- Utilizing templates and prompt structures for standard 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 derive insights and synthesize qualitative data
- Introduction to Power BI for connecting datasets and generating rapid reports
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-assisted capabilities
- Interpreting model outputs and conveying uncertainty to stakeholders
Module 5: Go-to-Market Strategies and Competitive Analysis
- Applying AI for competitive intelligence and market monitoring
- Segmenting customers and prioritizing accounts using AI-driven heuristics
- Practical case study: Extracting competitive keywords, positioning, and opportunity indicators
Module 6: Creating Dashboards and Visual Reports
- Design principles for 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: Real-World Applications and Case Studies
- Use cases from leading enterprises and SMEs
- Discussion: Mapping similar strategies to participants’ business contexts
- Group activity: Adapting a case study to your operational environment
Module 8: Practical Workshop — Developing 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
- Workflow presentations and peer feedback sessions
Module 9: Adoption Strategy and Future Roadmap
- Checklist for implementing AI workflows in sales teams (covering data, roles, and governance)
- Ready-to-use templates, prompts, and dashboard packs for participants
- Roadmap for scaling AI-assisted sales practices and measuring impact
Requirements
- Working knowledge of foundational sales and marketing principles
- Confidence in using Excel or similar spreadsheet applications for data management
- Basic exposure to dashboards or reporting tools is beneficial but not mandatory
Target Audience
- Sales representatives and account managers
- Marketing analysts and business development specialists
- 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.
