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Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- Understanding AI and its transformation of the commercial landscape.
- Key AI tools and concepts for sales professionals.
- Practical examples illustrating where AI delivers immediate value in sales workflows.
Module 2: Boosting Productivity with AI Tools
- Automating routine administrative and communication tasks.
- Leveraging AI assistants and chatbots for internal and external interactions.
- Templates and prompt patterns for common sales communications and follow-ups.
Module 3: Data Preparation and Market Intelligence
- Structuring sales and market data for analysis, including cleaning, enrichment, and integration.
- Using Excel and ChatGPT to extract insights and synthesize qualitative data.
- Introduction to Power BI for connecting datasets and building quick reports.
Module 4: Predictive Analytics for Sales and Market Behavior
- Simple forecasting methods and their application for short-term demand (1–4 weeks).
- Utilizing Excel’s built-in forecasting and AI-assisted features.
- Interpreting model outputs and communicating uncertainty to stakeholders.
Module 5: Route to Market and Competitive Analysis
- Using AI for competitive intelligence and market scanning.
- Segmenting customers and prioritizing accounts using AI-driven heuristics.
- Practical case study: deriving competitive keywords, positioning, and opportunity signals.
Module 6: Building Dashboards and Visual Reports
- Design principles for effective sales and market dashboards.
- Hands-on: creating Power BI visuals for sales KPIs, pipeline health, and market trends.
- Embedding narrative insights using AI-assisted summaries and highlights.
Module 7: Practical Applications and Case Studies
- Real-world use cases from leading organizations and SMEs.
- Discussion on how similar tactics map to participants’ businesses.
- Group exercise: adapting a case study to your operational context.
Module 8: Hands-on Session — Building a Simple Workflow
- Guided practice with ChatGPT, Excel (AI features), and Power BI on a sample dataset.
- End-to-end exercise: data ingest → insight generation → dashboard → action checklist.
- Presentations of workflows and peer feedback.
Module 9: Adoption and Next Steps
- Checklist for deploying AI workflows in sales teams (data, roles, governance).
- Quick-start templates, prompts, and dashboard packs for participants to reuse.
- Roadmap for scaling AI-assisted sales practices and measuring impact.
Requirements
- Familiarity with fundamental sales and marketing concepts.
- Proficiency in using Excel or similar spreadsheet tools for data work.
- Basic exposure to dashboards or reporting tools is beneficial, though not mandatory.
Audience
- Sales professionals and account managers.
- Marketing analysts and business development staff.
- Product managers, commercial strategists, and decision-makers.
14 Hours
Testimonials (1)
Able to pivot upon audience suggestions - ie able to create a real AI agent scenario on the spot.
