Course Outline
Module 1: Foundations of AI in Sales
- Defining AI and its transformative impact on the commercial sector
- Essential AI tools and concepts for sales professionals
- Real-world examples: identifying where AI delivers immediate value in sales processes
Module 2: Enhancing Productivity with AI Solutions
- Automating standard administrative and communication duties
- Utilizing AI assistants and chatbots for internal and external interactions
- Templates and prompt strategies for common sales communications and follow-ups
Module 3: Data Readiness and Market Intelligence
- Organizing 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 dataset connectivity and rapid report generation
Module 4: Predictive Analytics for Sales and Market Dynamics
- Basic forecasting techniques and their application to short-term demand (1–4 weeks)
- Utilizing Excel’s native forecasting and AI-supported features
- Interpreting model outcomes and communicating uncertainty to stakeholders
Module 5: Market Entry Strategies and Competitive Analysis
- Employing AI for competitive intelligence and market surveillance
- Customer segmentation and account prioritization using AI-driven heuristics
- Practical case: deriving competitive keywords, positioning strategies, and opportunity signals
Module 6: Constructing Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Hands-on practice: creating Power BI visuals for sales KPIs, pipeline health, and market trends
- Integrating narrative insights through AI-assisted summaries and highlights
Module 7: Real-World Applications and Case Studies
- Practical use cases from leading enterprises and SMEs
- Discussion: mapping similar tactics to participants’ business contexts
- Group exercise: adapting a case study to your operational environment
Module 8: Practical Session — Building a Simple Workflow
- Guided practice with ChatGPT, Excel (AI features), and Power BI on a sample dataset
- End-to-end exercise: data ingestion → insight generation → dashboard creation → action checklist
- Presentation of workflows and peer review feedback
Module 9: Implementation and Future Steps
- Checklist for rolling out AI workflows in sales teams (covering data, roles, and governance)
- Quick-start 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 tools for data management
- Basic knowledge of 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 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.
