Course Outline
Module 1: AI Foundations in Sales
- Defining AI and its impact on the commercial landscape.
- Essential AI tools and concepts for sales professionals.
- Practical examples demonstrating immediate AI value in sales workflows.
Module 2: Enhancing Productivity via AI Tools
- Automation of routine administrative and communication tasks.
- Utilizing AI assistants and chatbots for internal and external interactions.
- Templates and prompt structures for standard sales communications and follow-ups.
Module 3: Data Preparation and Market Intelligence
- Structuring sales and market data for analysis (cleaning, enrichment, and integration).
- Leveraging Excel and ChatGPT to extract insights and synthesize qualitative data.
- Introduction to Power BI for dataset connectivity and rapid report generation.
Module 4: Predictive Analytics for Sales and Market Behavior
- Basic forecasting methods and their application to short-term demand (1–4 weeks).
- Utilizing Excel’s built-in forecasting and AI-assisted functionalities.
- Interpreting model outputs and conveying uncertainty to stakeholders.
Module 5: Route to Market and Competitive Analysis
- Applying AI for competitive intelligence and market scanning.
- Customer segmentation and account prioritization using AI-driven heuristics.
- Practical case: extracting competitive keywords, positioning strategies, and opportunity signals.
Module 6: Developing Dashboards and Visual Reports
- Design principles for effective sales and market dashboards.
- Hands-on: creating Power BI visuals for sales KPIs, pipeline health, and market trends.
- Integrating narrative insights through AI-assisted summaries and highlights.
Module 7: Practical Applications and Case Studies
- Real-world use cases from leading enterprises 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 — Constructing 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 → action checklist.
- Workflow presentations and peer feedback sessions.
Module 9: Adoption and Future Steps
- Checklist for deploying AI workflows in sales teams (data, roles, governance).
- Quick-start templates, prompts, and dashboard packs for participant reuse.
- Roadmap for scaling AI-assisted sales practices and measuring impact.
Requirements
- Working knowledge of fundamental sales and marketing principles.
- Proficiency in using Excel or similar spreadsheet applications for data management.
- Basic familiarity with dashboards or reporting tools is beneficial but not mandatory.
Target Audience
- Sales professionals and account managers.
- Marketing analysts and business development staff.
- 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.
