Course Outline
Module 1: Overview of Artificial Intelligence in Sales
- Defining AI and exploring its impact on the commercial landscape
- Essential AI tools and concepts for sales professionals
- Practical illustrations of where AI delivers immediate value in sales workflows
Module 2: Enhancing Productivity via AI Tools
- Streamlining routine administrative and communication tasks through automation
- Employing AI assistants and chatbots for internal and external engagements
- Utilizing templates and prompt structures for standard sales communications and follow-ups
Module 3: Data Preparation and Market Intelligence
- Organizing sales and market data for analysis (including cleaning, enrichment, and integration)
- Extracting insights and synthesizing qualitative data using Excel and ChatGPT
- Getting started with Power BI to link datasets and generate rapid reports
Module 4: Predictive Analytics for Sales and Market Trends
- Basic forecasting techniques and their application to short-term demand (1–4 weeks)
- Leveraging Excel’s native forecasting and AI-assisted features
- Interpreting model results and articulating uncertainty to stakeholders
Module 5: Go-to-Market Strategy and Competitive Analysis
- Applying AI for competitive intelligence and broad market scanning
- Segmenting customers and prioritizing accounts using AI-driven heuristics
- Practical case study: identifying competitive keywords, positioning strategies, and opportunity signals
Module 6: Developing Dashboards and Visual Reports
- Core design principles for effective sales and market dashboards
- Practical application: generating Power BI visuals for sales KPIs, pipeline status, and market trends
- Integrating narrative insights through AI-assisted summaries and key highlights
Module 7: Real-World Applications and Case Studies
- Examining use cases from leading enterprises and SMEs
- Discussion: mapping these strategies to participants’ own business contexts
- Group exercise: adapting a case study to your specific operational environment
Module 8: Practical Session — Constructing a Simple Workflow
- Guided practice using ChatGPT, Excel (AI features), and Power BI with sample datasets
- Comprehensive exercise: from data ingestion to insight generation, dashboard creation, and action checklists
- Presenting developed workflows and receiving peer feedback
Module 9: Implementation and Future Steps
- Checklist for rolling out AI workflows in sales teams (covering data, roles, and governance)
- Ready-to-use templates, prompts, and dashboard kits for participant reuse
- Strategic roadmap for scaling AI-assisted sales practices and evaluating impact
Requirements
- Understanding of core sales and marketing principles
- Proficiency in using Excel or similar spreadsheet tools for data tasks
- Basic knowledge of dashboards or reporting platforms is beneficial but not mandatory
Target Audience
- Sales representatives 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.
