Course Outline
Module 1: AI Foundations in Sales
- Understanding AI and its transformative impact on the commercial sector
- Essential AI tools and concepts for sales teams
- Real-world examples: identifying where AI delivers immediate value in sales processes
Module 2: Enhancing Productivity with AI
- Automating repetitive administrative and communication tasks
- Leveraging AI assistants and chatbots for both internal and external engagement
- Utilizing templates and prompt structures for common sales communications and follow-ups
Module 3: Data Readiness and Market Intelligence
- Preparing 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 linkage 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)
- Utilizing Excel’s native forecasting and AI-assisted capabilities
- Interpreting model results and communicating uncertainty to stakeholders effectively
Module 5: Market Entry Strategies and Competitive Analysis
- Applying AI for competitive intelligence and market monitoring
- Customer segmentation and account prioritization using AI-driven heuristics
- Practical case study: extracting competitive keywords, positioning strategies, and opportunity signals
Module 6: Developing Dashboards and Visual Reporting
- Design principles for effective sales and market dashboards
- Practical application: creating Power BI visuals for sales KPIs, pipeline health, and market trends
- Integrating narrative insights through AI-generated summaries and key highlights
Module 7: Practical Implementation and Case Studies
- Real-world use cases from major corporations and SMEs
- Discussion: mapping similar strategies 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 using ChatGPT, Excel (with AI features), and Power BI on sample data
- End-to-end exercise: data ingestion → insight generation → dashboard creation → action checklist
- Workflow presentations and peer review
Module 9: Implementation and Future Roadmap
- A checklist for rolling out AI workflows in sales teams (covering data, roles, and governance)
- Quick-start templates, prompts, and dashboard packs for participant reuse
- A roadmap for scaling AI-assisted sales practices and measuring impact
Requirements
- A solid understanding of fundamental sales and marketing principles
- Proficiency in using Excel or similar spreadsheet applications for data management
- 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.
