Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- Defining AI and its role in transforming the commercial landscape.
- Essential AI tools and concepts for sales professionals.
- Practical examples: identifying where AI delivers immediate value in sales workflows.
Module 2: Enhancing Productivity with AI Tools
- Automating routine administrative and communication tasks.
- Utilizing AI assistants and chatbots for internal and external interactions.
- Templates and prompt patterns for standard sales communications and follow-ups.
Module 3: Data Preparation and Market Intelligence
- Structuring sales and market data for analysis (including cleaning, enrichment, and integration).
- Leveraging Excel and ChatGPT to extract insights and synthesize qualitative data.
- Introduction to Power BI for connecting datasets and generating rapid reports.
Module 4: Predictive Analytics for Sales and Market Behavior
- Simple forecasting methods and their application to short-term demand (1–4 weeks).
- Applying Excel’s built-in forecasting and AI-assisted capabilities.
- Interpreting model outputs and conveying uncertainty to stakeholders.
Module 5: Route to Market and Competitive Analysis
- Employing AI for competitive intelligence and market scanning.
- Segmenting customers and prioritizing accounts using AI-driven heuristics.
- Practical case study: extracting competitive keywords, positioning strategies, and opportunity signals.
Module 6: Building Dashboards and Visual Reports
- Design principles for effective sales and market dashboards.
- Hands-on creation of Power BI visuals for sales KPIs, pipeline health, and market trends.
- Embedding narrative insights through AI-assisted summaries and highlights.
Module 7: Practical Applications and Case Studies
- Real-world use cases from leading organizations and SMEs.
- Discussion: mapping similar tactics to participants’ specific business contexts.
- Group exercise: adapting a case study to your operational environment.
Module 8: Hands-on Session — Building a Simple 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.
- Presentation of workflows and peer feedback.
Module 9: Adoption and Next Steps
- Checklist for deploying AI workflows in sales teams (covering data, roles, and governance).
- Quick-start templates, prompts, and dashboard packs for participants to reuse.
- Roadmap for scaling AI-assisted sales practices and measuring impact.
Requirements
- A working knowledge of fundamental sales and marketing principles.
- Proficiency in using Excel or similar spreadsheet applications for data management.
- Basic experience 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 other 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.
