Course Outline
Module 1: Introduction to AI in Sales
- Defining AI and its role in transforming the commercial environment
- Essential AI tools and concepts for sales professionals
- Real-world examples: identifying where AI delivers immediate value in sales processes
Module 2: Enhancing Productivity via AI Tools
- Streamlining routine administrative and communication duties
- 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 (cleaning, enrichment, and integration)
- Utilizing Excel and ChatGPT to derive insights and synthesize qualitative data
- Getting started with Power BI for linking datasets and generating quick reports
Module 4: Predictive Analytics for Sales and Market Trends
- Basic forecasting techniques and their application to short-term demand (1–4 weeks)
- Applying Excel’s native forecasting and AI-assisted functionalities
- Interpreting model results and communicating uncertainty to stakeholders
Module 5: Go-to-Market Strategies and Competitive Analysis
- Employing AI for competitive intelligence and market monitoring
- Segmenting customers and prioritizing accounts using AI-driven heuristics
- Practical case: extracting competitive keywords, positioning strategies, and opportunity indicators
Module 6: Creating Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Practical session: developing 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 applications from leading enterprises and SMEs
- Discussion: mapping similar tactics to participants’ specific business contexts
- Group activity: adapting a case study to your operational environment
Module 8: Practical Session — Constructing a Simple Workflow
- Guided practice with 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 Strategy and Future Steps
- Checklist for implementing AI workflows in sales teams (data, roles, governance)
- Quick-start templates, prompts, and dashboard packs for participant reuse
- Roadmap for scaling AI-assisted sales practices and measuring impact
Requirements
- Understanding of fundamental sales and marketing principles
- Proficiency with Excel or similar spreadsheet tools for data manipulation
- Basic knowledge of dashboards or reporting tools 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.
