Course Outline
Module 1: Introduction to AI in Sales
- Defining AI and exploring its impact on the commercial sector
- Essential AI tools and concepts for sales professionals
- Real-world examples: Identifying immediate value AI brings to sales processes
Module 2: Enhancing Productivity with AI Tools
- Automating repetitive administrative and communication duties
- Leveraging AI assistants and chatbots for both internal and external engagement
- Templates and prompt structures for typical sales communications and follow-ups
Module 3: Data Preparation and Market Intelligence
- Organizing sales and market data for analysis (cleaning, enrichment, and integration)
- Extracting insights and synthesizing qualitative data using Excel and ChatGPT
- Getting started with Power BI for linking datasets and generating rapid reports
Module 4: Predictive Analytics for Sales and Market Behavior
- Basic forecasting techniques and their application to short-term demand (1–4 weeks)
- Utilizing Excel’s native forecasting and AI-support features
- Interpreting model results and discussing uncertainty with stakeholders
Module 5: Route to Market and Competitive Analysis
- Applying AI for competitive intelligence and market monitoring
- Customer segmentation and account prioritization using AI-driven heuristics
- Practical case study: Deriving competitive keywords, positioning, and opportunity signals
Module 6: Creating Dashboards and Visual Reports
- Design guidelines for effective sales and market dashboards
- Practical session: Building Power BI visuals for sales KPIs, pipeline status, and market trends
- Incorporating narrative insights through AI-generated summaries and highlights
Module 7: Practical Applications and Case Studies
- Real-world examples from major corporations and SMEs
- Discussion: Mapping similar strategies to participants’ specific business contexts
- Group activity: Adapting a case study to your operational environment
Module 8: Hands-on Session — Building a Simple Workflow
- Guided practice using ChatGPT, Excel (AI features), and Power BI with a sample dataset
- Comprehensive exercise: Data ingestion → Insight generation → Dashboard creation → Action checklist
- Workflow presentations and peer review
Module 9: Adoption and Next Steps
- Checklist for implementing AI workflows in sales teams (data, roles, governance)
- Ready-to-use templates, prompts, and dashboard packs for participants
- Roadmap for expanding AI-assisted sales practices and tracking impact
Requirements
- Understanding of basic sales and marketing principles
- Proficiency in using Excel or other spreadsheet applications for data management
- Familiarity with dashboards or reporting tools is beneficial but not mandatory
Target Audience
- Sales representatives and account managers
- Marketing analysts and business development specialists
- 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.
