Course Outline
Module 1: Introduction to AI in Sales
- Defining AI and exploring its transformation of the commercial landscape.
- Overview of 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
- Automating routine administrative and communication tasks.
- Leveraging AI assistants and chatbots to facilitate internal and external interactions.
- Utilizing 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 through cleaning, enrichment, and integration.
- Extracting insights and synthesizing qualitative data using Excel and ChatGPT.
- Getting started with Power BI to connect datasets and generate rapid reports.
Module 4: Predictive Analytics for Sales and Market Behavior
- Applying simple forecasting methods for short-term demand (1–4 weeks).
- Utilizing Excel’s built-in forecasting capabilities and AI-assisted features.
- Interpreting model outputs and communicating uncertainty to stakeholders.
Module 5: Go-to-Market Strategy and Competitive Analysis
- Employing AI for competitive intelligence and broad market scanning.
- Segmenting customers and prioritizing accounts using AI-driven heuristics.
- Practical case study: identifying competitive keywords, positioning, and opportunity signals.
Module 6: Creating Dashboards and Visual Reports
- Design principles for effective sales and market dashboards.
- Hands-on creation of 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
- Examining real-world use cases from leading enterprises and SMEs.
- Discussion: Mapping similar tactics to participants’ business contexts.
- Group exercise: Adapting a case study to specific operational environments.
Module 8: Hands-on Workshop — Building a Simple Workflow
- Guided practice using ChatGPT, Excel (AI features), and Power BI on a sample dataset.
- End-to-end exercise: Data ingestion → Insight generation → Dashboard creation → Action checklist.
- Workflow presentations and peer feedback sessions.
Module 9: Implementation and Next Steps
- A checklist for deploying AI workflows within sales teams (covering data, roles, and governance).
- Providing quick-start templates, prompts, and dashboard packs for participant reuse.
- Developing a roadmap for scaling AI-assisted sales practices and measuring impact.
Requirements
- A solid understanding of fundamental sales and marketing principles.
- Proficiency in using Excel or similar spreadsheet applications for data management.
- While not mandatory, prior exposure to dashboards or reporting tools is advantageous.
Target Audience
- Sales representatives and account managers.
- Marketing analysts and business development professionals.
- 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.
