Course Outline
Module 1: Introduction to AI in Sales
- Defining AI and its transformative impact on the commercial sector
- Essential AI tools and concepts for sales teams
- Practical examples: instances where AI delivers immediate value in sales processes
Module 2: Enhancing Productivity via AI Tools
- Automating standard administrative and communication activities
- Leveraging AI assistants and chatbots for internal and external communications
- Templates and prompt structures for routine sales correspondence 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 integrate qualitative data
- Getting started with Power BI for connecting datasets and generating quick reports
Module 4: Predictive Analytics for Sales and Market Trends
- Simple 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 monitoring
- Segmenting customers and prioritizing accounts using AI-driven heuristics
- Practical case: Identifying competitive keywords, positioning, and opportunity indicators
Module 6: Developing Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Practical session: 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 leading corporations and SMEs
- Discussion: Mapping similar tactics to participants’ business contexts
- Group activity: Adapting a case study to your operational environment
Module 8: Practical Session — Constructing a Basic Workflow
- Guided practice using ChatGPT, Excel (AI features), and Power BI with a sample dataset
- End-to-end exercise: Data ingestion → insight generation → dashboard creation → action checklist
- Presentation of workflows and peer review
Module 9: Implementation and Next Steps
- Checklist for rolling out AI workflows in sales teams (data, roles, governance)
- Ready-to-use templates, prompts, and dashboard packs for participants
- Plan for scaling AI-assisted sales practices and tracking impact
Requirements
- Understanding of foundational sales and marketing principles
- Confidence in using Excel or similar spreadsheet tools for data management
- Basic exposure to dashboards or reporting platforms 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.
