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Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- Understanding AI and its transformative impact on the commercial landscape
- Essential AI tools and concepts for sales professionals
- Practical examples illustrating where AI delivers immediate value in sales workflows
Module 2: Enhancing Productivity with AI Tools
- Automating routine administrative and communication tasks
- Leveraging AI assistants and chatbots for internal and external interactions
- Templates and prompt patterns for standard sales communications and follow-ups
Module 3: Data Preparation and Market Intelligence
- Structuring sales and market data for analysis (including cleaning, enrichment, and integration)
- Utilizing Excel and ChatGPT to extract insights and synthesize qualitative data
- Introduction to Power BI for connecting datasets and building rapid reports
Module 4: Predictive Analytics for Sales and Market Behavior
- Simple forecasting methods and their application for short-term demand (1–4 weeks)
- Using Excel’s native forecasting capabilities and AI-assisted features
- Interpreting model outputs and effectively communicating uncertainty to stakeholders
Module 5: Route to Market and Competitive Analysis
- Employing AI for competitive intelligence and market scanning
- Segmenting customers and prioritizing accounts using AI-driven heuristics
- Practical case study: deriving competitive keywords, positioning strategies, and opportunity signals
Module 6: Building Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Hands-on workshop: creating Power BI visuals for sales KPIs, pipeline health, and market trends
- Integrating narrative insights through AI-assisted summaries and highlights
Module 7: Practical Applications and Case Studies
- Real-world use cases from leading organizations and SMEs
- Discussion: mapping similar tactics to participants’ specific business contexts
- Group exercise: adapting a case study to your operational environment
Module 8: Hands-on Session — Building a Simple Workflow
- Guided practice with ChatGPT, Excel (AI features), and Power BI using a sample dataset
- End-to-end exercise: data ingest → insight generation → dashboard creation → action checklist
- Presentations of workflows and peer feedback
Module 9: Adoption and Next Steps
- Checklist for deploying AI workflows in sales teams (covering data, roles, and governance)
- Quick-start templates, prompts, and dashboard packs for participants to reuse
- Roadmap for scaling AI-assisted sales practices and measuring impact
Requirements
- Familiarity with fundamental sales and marketing concepts
- Proficiency in using Excel or similar spreadsheet tools for data tasks
- Basic understanding of dashboards or reporting tools is beneficial, though not mandatory
Audience
- Sales professionals and account managers
- Marketing analysts and business development personnel
- Product managers, commercial strategists, and key decision-makers
14 Hours
Testimonials (1)
Able to pivot upon audience suggestions - ie able to create a real AI agent scenario on the spot.
