Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- Defining AI and its transformative impact on the commercial landscape
- Essential AI tools and concepts for sales professionals
- Real-world examples illustrating where AI creates immediate value in sales workflows
Module 2: Enhancing Productivity with AI Tools
- Automating routine administrative and communication tasks
- Leveraging AI assistants and chatbots for internal and external engagements
- 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
- Utilizing Excel and ChatGPT to derive insights and synthesize qualitative data
- Overview of Power BI for linking datasets and generating rapid reports
Module 4: Predictive Analytics for Sales and Market Behavior
- Simple forecasting techniques and their application to short-term demand (1–4 weeks)
- Leveraging Excel’s native forecasting and AI-assisted functionalities
- Interpreting model outcomes and communicating uncertainty to stakeholders
Module 5: Route to Market and Competitive Analysis
- Employing AI for competitive intelligence and market surveillance
- Segmenting customers and prioritizing accounts using AI-driven heuristics
- Applied case study: extracting competitive keywords, positioning strategies, and opportunity signals
Module 6: Building Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Practical exercise: Creating Power BI visuals for sales KPIs, pipeline health, and market trends
- Integrating narrative insights through AI-generated 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 activity: Adapting a case study to specific operational settings
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
- Presentation of workflows and peer review
Module 9: Adoption and Next Steps
- Deployment checklist for AI workflows in sales teams covering data, roles, and governance
- Ready-to-use templates, prompts, and dashboard packs for participant reuse
- Roadmap for scaling AI-assisted sales practices and measuring impact
Requirements
- Basic understanding of core sales and marketing principles
- Proficiency in using Excel or similar spreadsheet tools for data management
- While helpful, prior exposure to dashboards or reporting tools is 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.
