Course Outline
Module 1: Fundamentals of AI in Sales
- Understanding AI and its transformative impact on the commercial sector
- Essential AI tools and concepts for sales professionals
- Practical examples: identifying where AI delivers immediate value in sales workflows
Module 2: Enhancing Productivity via AI
- Streamlining routine administrative and communication tasks
- Leveraging AI assistants and chatbots for internal and external engagement
- Implementing templates and prompt strategies for common sales correspondence and follow-ups
Module 3: Data Readiness and Market Intelligence
- Organising sales and market data for analysis (including cleansing, enrichment, and integration)
- Applying Excel and ChatGPT to derive insights and synthesise qualitative data
- Overview of Power BI for linking datasets and generating rapid reports
Module 4: Predictive Analytics for Sales and Market Dynamics
- Basic forecasting techniques and their application to short-term demand (1–4 weeks)
- Utilising native Excel forecasting capabilities and AI-assisted features
- Interpreting model results and conveying uncertainty to stakeholders
Module 5: Market Entry and Competitive Analysis
- Utilising AI for competitive intelligence and market surveillance
- Segmenting customers and prioritising accounts using AI-driven heuristics
- Case study: extracting competitive keywords, positioning strategies, and opportunity indicators
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
- Integrating narrative insights through AI-generated summaries and key highlights
Module 7: Practical Applications and Case Studies
- Real-world examples from leading enterprises and SMEs
- Discussion: mapping similar tactics to participants’ specific business contexts
- Group activity: adapting a case study to your operational environment
Module 8: Practical Workshop — Constructing a Basic Workflow
- Supervised 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
- Workflow presentations and peer reviews
Module 9: Implementation and Future Directions
- Checklist for deploying AI workflows in sales teams (covering data, roles, and governance)
- Provision of quick-start templates, prompts, and dashboard packs for participant reuse
- Strategy roadmap for scaling AI-assisted sales practices and evaluating impact
Requirements
- Understanding of fundamental sales and marketing principles
- Confidence in using Excel or other 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 personnel
- Product managers, commercial strategists, and senior 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.
