Course Outline
Module 1: Introduction to AI in Sales
- Defining AI and its role in transforming the commercial landscape
- Essential AI tools and concepts relevant to sales professionals
- Practical examples demonstrating immediate value of AI in sales workflows
Module 2: Enhancing Productivity with AI Tools
- Streamlining routine administrative and communication tasks
- Leveraging AI assistants and chatbots for both internal and external interactions
- Utilizing 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, enriching, and integrating)
- Using 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)
- Leveraging Excel’s native forecasting capabilities and AI-assisted features
- Interpreting model outputs and communicating uncertainty to stakeholders
Module 5: Market Entry 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: Developing Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Hands-on session: creating Power BI visuals for sales KPIs, pipeline health, and market trends
- Incorporating narrative insights through AI-assisted summaries and highlights
Module 7: Real-World Applications and Case Studies
- Practical use cases from major organizations and SMEs
- Discussion: Mapping similar strategies to participants’ business contexts
- Group exercise: Adapting a case study to your specific operational environment
Module 8: Practical Session — Creating a Simple Workflow
- Guided practice using ChatGPT, Excel (AI features), and Power BI on sample data
- End-to-end exercise: Data ingestion → Insight generation → Dashboard creation → Action checklist
- Workflow presentations and peer feedback
Module 9: Adoption Strategies and Next Steps
- Deployment checklist for AI workflows in sales teams (data, roles, governance)
- Quick-start templates, prompts, and dashboard packs for participants to utilize
- Roadmap for scaling AI-assisted sales practices and measuring impact
Requirements
- Understand basic sales and marketing principles
- Be proficient in using Excel or similar spreadsheet tools for data management
- Prior experience with dashboards or reporting tools is beneficial but not mandatory
Target Audience
- Sales representatives and account managers
- Marketing analysts and business development teams
- 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.
