Course Outline
Module 1: Fundamentals of Artificial Intelligence in Sales
- Understanding AI and its role in reshaping the commercial sector
- Essential AI tools and concepts for sales professionals
- Real-world examples illustrating where AI creates immediate value in sales processes
Module 2: Enhancing Productivity Through AI Tools
- Streamlining routine administrative and communication duties
- Deploying AI assistants and chatbots for both 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)
- Leveraging Excel and ChatGPT to derive insights and consolidate qualitative information
- Getting started with Power BI for dataset connectivity and rapid report creation
Module 4: Predictive Analytics for Sales and Market Trends
- Basic forecasting techniques and their application to short-term demand (1–4 weeks)
- Utilizing Excel’s native forecasting capabilities and AI-assisted features
- Analyzing model results and explaining uncertainty to stakeholders
Module 5: Market Entry Strategies and Competitive Analysis
- Applying AI to competitive intelligence and market monitoring
- Segmenting clients and prioritizing accounts using AI-driven heuristics
- Practical case study: identifying competitive keywords, positioning strategies, and opportunity indicators
Module 6: Developing Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Practical exercise: building Power BI visuals for sales KPIs, pipeline status, and market trends
- Incorporating narrative insights through AI-generated summaries and key highlights
Module 7: Practical Implementation and Case Studies
- Real-world applications from major enterprises and small-to-medium enterprises
- Discussion: aligning these tactics with participants’ specific business contexts
- Group activity: adapting a case study to your operational environment
Module 8: Practical Session — Constructing a Simple Workflow
- Supervised practice using ChatGPT, Excel (AI features), and Power BI on a sample dataset
- End-to-end exercise: data intake → insight extraction → dashboard creation → action planning
- Workflow presentations and peer review 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 packages for participant reuse
- Roadmap for expanding AI-supported sales practices and evaluating their impact
Requirements
- Understanding of foundational sales and marketing principles
- Proficiency in using Excel or similar spreadsheet tools for data manipulation
- Basic knowledge of dashboards or reporting platforms is beneficial, though 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.