Course Outline
Module 1: Fundamentals of AI in Sales
- Understanding AI and its transformative impact on the commercial sector
- Essential AI tools and concepts for sales professionals
- Practical examples demonstrating immediate AI value in sales workflows
Module 2: Enhancing Productivity with AI
- Automating standard administrative and communication tasks
- Leveraging AI assistants and chatbots for internal and external communications
- Utilizing templates and prompt patterns for typical sales interactions and follow-ups
Module 3: Data Preparation and Market Intelligence
- Structuring sales and market data for analysis, including cleaning, enrichment, and integration
- Employing Excel and ChatGPT to derive insights and consolidate qualitative data
- Introduction to Power BI for dataset connectivity and rapid report generation
Module 4: Predictive Analytics for Sales and Market Dynamics
- Basic forecasting techniques for short-term demand (1–4 weeks) and their application
- Applying Excel’s native forecasting and AI-assisted features
- Interpreting model outputs and effectively communicating uncertainty to stakeholders
Module 5: Go-to-Market Strategy and Competitive Analysis
- Utilizing AI for competitive intelligence and market scanning
- Segmenting customers and prioritizing accounts through AI-driven heuristics
- Practical case study: identifying competitive keywords, positioning, and opportunity signals
Module 6: Dashboard and Visual Report Development
- Design principles for impactful sales and market dashboards
- Hands-on creation of Power BI visuals for sales KPIs, pipeline health, and market trends
- Integrating narrative insights via AI-generated summaries and highlights
Module 7: Practical Applications and Case Studies
- Real-world use cases from leading organizations and SMEs
- Discussion on mapping similar tactics to participants’ specific business contexts
- Group exercise: adapting a case study to your operational environment
Module 8: Practical Session — Developing 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, and action checklists
- Workflow presentations and peer feedback sessions
Module 9: Adoption Strategy and Future Steps
- Checklist for implementing AI workflows in sales teams, covering data, roles, and governance
- Reusable quick-start templates, prompts, and dashboard packs for participants
- Roadmap for scaling AI-assisted sales practices and measuring impact
Requirements
- Basic understanding of sales and marketing principles
- Proficiency in using Excel or similar spreadsheet tools for data tasks
- Familiarity with dashboards or reporting tools is advantageous 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.
