Course Outline
Module 1: Foundations of AI in Sales
- Defining AI and its impact on the commercial sector
- Essential AI tools and concepts for sales professionals
- Real-world examples: Identifying immediate value-added opportunities in sales workflows
Module 2: Enhancing Productivity through AI
- Streamlining routine administrative and communication duties
- Leveraging AI assistants and chatbots for both internal and external engagements
- Utilizing templates and prompt structures for standard sales interactions and follow-ups
Module 3: Data Preparation and Market Insights
- Organizing sales and market data for analysis (including cleaning, enrichment, and integration)
- Employing Excel and ChatGPT to derive insights and consolidate qualitative information
- Getting started with Power BI for linking datasets and generating rapid reports
Module 4: Predictive Analytics for Sales and Market Dynamics
- Basic forecasting techniques and their application to short-term demand (1–4 weeks)
- Utilizing Excel’s native forecasting and AI-assisted capabilities
- Analyzing model results and conveying uncertainty to stakeholders
Module 5: Go-to-Market Strategy and Competitive Review
- Applying AI for competitive intelligence and market surveillance
- Segmenting customers and prioritizing accounts using AI-driven logic
- Case study: Extracting competitive keywords, positioning strategies, and opportunity indicators
Module 6: Developing Dashboards and Visual Reports
- Core design principles for high-impact sales and market dashboards
- Practical session: Creating Power BI visuals for sales KPIs, pipeline status, and market trends
- Incorporating narrative insights through AI-assisted summaries and key highlights
Module 7: Practical Implementation and Case Studies
- Real-world applications from major enterprises and SMEs
- Discussion: Aligning these tactics with participants’ specific business contexts
- Group activity: Tailoring a case study to your operational environment
Module 8: Practical Workshop — Constructing a Simple Workflow
- Guided practice utilizing ChatGPT, Excel (AI features), and Power BI on a sample dataset
- End-to-end exercise: Data ingestion → Insight generation → Dashboard creation → Action plan
- Workflow presentations and peer review
Module 9: Implementation and Future Steps
- A deployment checklist for AI workflows in sales teams (covering data, roles, and governance)
- Ready-to-use quick-start templates, prompts, and dashboard packs for participants
- A roadmap for expanding AI-assisted sales practices and tracking impact
Requirements
- Understanding of foundational sales and marketing principles
- Proficiency in using Excel or similar spreadsheet tools for data management
- A basic grasp of dashboards or reporting software is beneficial but not mandatory
Target Audience
- Sales specialists 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.
