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 Duration 14 hours

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

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