Course Outline
Module 1: Introduction to AI in Sales
- Defining AI and its impact on the commercial landscape
- Essential AI tools and concepts for sales professionals
- Practical instances: identifying where AI delivers immediate value in sales processes
Module 2: Enhancing Productivity with AI Tools
- Automating routine administrative and communication activities
- Leveraging AI assistants and chatbots for internal and external engagements
- 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, enrichment, and integration)
- Using Excel and ChatGPT to derive insights and consolidate qualitative data
- Getting started with Power BI for dataset connection and rapid report generation
Module 4: Predictive Analytics for Sales and Market Behavior
- Basic forecasting techniques and their application to short-term demand (1–4 weeks)
- Utilizing Excel’s built-in forecasting and AI-supported features
- Interpreting model outcomes and conveying uncertainty to stakeholders
Module 5: Route to Market and Competitive Analysis
- Applying AI for competitive intelligence and market monitoring
- Segmenting customers and prioritizing accounts using AI-driven heuristics
- Practical case study: extracting competitive keywords, positioning, and opportunity signals
Module 6: Developing Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Practical exercise: creating Power BI visuals for sales KPIs, pipeline health, and market trends
- Incorporating narrative insights via AI-assisted summaries and highlights
Module 7: Practical Applications and Case Studies
- Real-world examples from leading organizations and SMEs
- Discussion: mapping similar tactics to participants’ business contexts
- Group activity: adapting a case study to your operational environment
Module 8: Hands-on Session — Creating 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 → action checklist
- Workflow presentations and peer feedback
Module 9: Adoption and Next Steps
- Checklist for implementing 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 evaluating impact
Requirements
- Understanding of fundamental sales and marketing principles
- Proficiency with Excel or spreadsheet applications for data handling
- Basic awareness of dashboards or reporting tools is advantageous but not mandatory
Target Audience
- Sales specialists 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.
