Course Outline
Module 1: Intro to AI in Sales
- Defining AI and its role in transforming the commercial sector
- Essential AI tools and concepts for sales professionals
- Practical examples: Identifying where AI delivers immediate value in sales processes
Module 2: Enhancing Productivity via AI Tools
- Automating daily administrative and communication responsibilities
- Leveraging AI assistants and chatbots for internal and client interactions
- Utilizing 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)
- Using Excel and ChatGPT to extract insights and synthesize qualitative information
- Getting started with Power BI for dataset connectivity and rapid report generation
Module 4: Predictive Analytics for Sales and Market Trends
- Basic forecasting techniques and their application to short-term demand (1–4 weeks)
- Leveraging Excel’s native forecasting capabilities and AI-assisted features
- Interpreting model outputs and conveying uncertainty to stakeholders
Module 5: Route to Market and Competitive Landscape
- Applying AI for competitive intelligence and market monitoring
- Segmenting customers and prioritizing accounts using AI-driven heuristics
- Practical case study: Extracting competitive keywords, positioning strategies, and opportunity indicators
Module 6: Creating Dashboards and Visual Reports
- Design principles for high-impact sales and market dashboards
- Practical exercise: Developing Power BI visuals for sales KPIs, pipeline health, and market trends
- Incorporating narrative insights through AI-generated summaries and highlights
Module 7: Real-World Applications and Case Studies
- Actual use cases from major organizations and SMEs
- Discussion: Mapping these strategies to participants’ specific business contexts
- Group activity: Adapting a case study to your operational environment
Module 8: Hands-On Workshop — Creating 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
- Workshop presentations and peer reviews
Module 9: Implementation and Future Steps
- Checklist for rolling out AI workflows in sales teams (covering data, roles, and governance)
- Ready-to-use templates, prompts, and dashboard packages for participants
- Strategy roadmap for scaling AI-assisted sales practices and measuring their impact
Requirements
- Understanding of fundamental sales and marketing principles
- Confidence in using Excel or similar spreadsheet tools for data management
- Basic experience with dashboards or reporting tools is beneficial but not mandatory
Target Audience
- Sales professionals and account managers
- Marketing analysts and business development specialists
- 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.
