Course Outline
Module 1: Introduction to AI in Sales
- Defining AI and its impact on the commercial sector
- Essential AI tools and concepts for sales teams
- Practical examples: identifying immediate value of AI in sales processes
Module 2: Enhancing Productivity with AI Tools
- Automating daily administrative and communication duties
- Leveraging AI assistants and chatbots for internal and external engagement
- 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 consolidate qualitative data
- Getting started with Power BI for linking datasets and creating rapid 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 capabilities
- Interpreting model results and conveying uncertainty to stakeholders
Module 5: Route to Market and Competitive Analysis
- Leveraging AI for competitive intelligence and market surveillance
- Segmenting customers and prioritizing accounts using AI-driven heuristics
- Practical case: identifying competitive keywords, positioning strategies, and opportunity signals
Module 6: Creating Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Practical application: building Power BI visuals for sales KPIs, pipeline status, and market trends
- Incorporating narrative insights through AI-generated summaries and highlights
Module 7: Real-World Applications and Case Studies
- Practical examples from major enterprises and SMEs
- Discussion: mapping similar strategies to participants’ businesses
- Group activity: adapting a case study to your operational environment
Module 8: Practical Session — Developing a Basic Workflow
- Guided practice with ChatGPT, Excel (AI features), and Power BI using a sample dataset
- End-to-end exercise: data ingestion → insight generation → dashboard creation → action checklist
- Workflow presentations and peer feedback
Module 9: Implementation and Future Steps
- Checklist for rolling out AI workflows in sales teams (data, roles, governance)
- Quick-start templates, prompts, and dashboard packs for participant reuse
- Roadmap for scaling AI-enhanced sales practices and measuring impact
Requirements
- Understanding of fundamental sales and marketing concepts
- Proficiency in using Excel or spreadsheet software for data tasks
- Basic familiarity with dashboards or reporting tools is beneficial but not mandatory
Target Audience
- Sales professionals 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.