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Duration 14 hours
Course Outline
Module 1: Introduction to AI in Sales
- Defining AI and examining its impact on the commercial sector
- Identifying essential AI tools and concepts for sales professionals
- Real-world examples illustrating the immediate value of AI in sales processes
Module 2: Enhancing Productivity with AI
- Automating standard administrative and communication tasks
- Deploying AI assistants and chatbots for internal and external engagement
- Utilizing templates and prompt engineering for common sales correspondence and follow-ups
Module 3: Data Preparation & Market Intelligence
- Organizing sales and market data for analysis (cleaning, enrichment, and integration)
- Leveraging Excel and ChatGPT to extract insights and synthesize qualitative data
- Foundational use of Power BI for dataset connection and rapid report generation
Module 4: Predictive Analytics for Sales & Market Behavior
- Basic forecasting techniques and their application to short-term demand (1–4 weeks)
- Utilizing Excel’s native forecasting capabilities and AI-assisted features
- Interpreting model outputs and articulating uncertainty to stakeholders
Module 5: Market Access & Competitive Analysis
- Applying AI for competitive intelligence and market scanning
- Segmenting customers and prioritizing accounts using AI-driven heuristics
- Practical case study: Identifying competitive keywords, positioning, and opportunity signals
Module 6: Creating Dashboards & Visual Reports
- Design principles for high-impact sales and market dashboards
- Hands-on creation of Power BI visuals for sales KPIs, pipeline health, and market trends
- Incorporating narrative insights through AI-generated summaries and highlights
Module 7: Practical Applications & Case Studies
- Real-world case studies from leading enterprises and SMEs
- Discussion: Mapping these tactics to participants’ specific business contexts
- Group exercise: Adapting a case study to your operational environment
Module 8: Hands-On Session — Building 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 feedback sessions
Module 9: Implementation & Future Steps
- Checklist for deploying AI workflows in sales teams (covering data, roles, and governance)
- Reusable quick-start templates, prompts, and dashboard packs for participants
- Roadmap for scaling AI-assisted sales practices and measuring impact
Requirements
- Working knowledge of core sales and marketing principles
- Proficiency in using Excel or similar spreadsheet applications for data management
- Basic understanding of dashboards or reporting tools (beneficial but not mandatory)
Target Audience
- Sales specialists and account managers
- Marketing analysts and business development professionals
- Product managers, commercial strategists, and senior 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.
