Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- Understanding 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
- Streamlining routine administrative and communication tasks
- Leveraging AI assistants and chatbots for internal and external interactions
- Using templates and prompt patterns for standard sales communications 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 synthesize qualitative data
- Getting started with Power BI to connect datasets and generate quick reports
Module 4: Predictive Analytics for Sales and Market Behavior
- Basic forecasting techniques and their application to short-term demand (1–4 weeks)
- Applying Excel’s built-in forecasting and AI-assisted capabilities
- Interpreting model outputs and communicating 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: extracting competitive keywords, positioning, and opportunity signals
Module 6: Building Dashboards and Visual Reports
- Design principles for creating effective sales and market dashboards
- Hands-on: developing Power BI visuals for sales KPIs, pipeline health, and market trends
- Incorporating 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 strategies to participants’ 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
- Presenting workflows and receiving peer feedback
Module 9: Adoption and Next Steps
- Checklist for implementing AI workflows in sales teams (data, roles, governance)
- Ready-to-use templates, prompts, and dashboard packs for participant reuse
- Roadmap for scaling AI-assisted sales practices and measuring impact
Requirements
- Understanding of fundamental sales and marketing principles.
- Proficiency with Excel or similar spreadsheet applications for data management.
- Basic knowledge of dashboards or reporting tools is advantageous but not mandatory.
Target Audience
- Sales representatives and account managers.
- Marketing analysts and business development specialists.
- Product managers, commercial strategists, and other 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.
