Course Outline
Module 1: AI Foundations in Sales
- Understanding AI and its transformative impact on the commercial sector
- Essential AI tools and concepts for sales professionals
- Practical examples illustrating the immediate value of AI in sales workflows
Module 2: Enhancing Productivity with AI
- Automation of routine administrative and communication duties
- Utilizing AI assistants and chatbots for both internal and external communications
- Templates and prompt engineering techniques for common sales interactions 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 extract insights and synthesize qualitative data
- Fundamentals of Power BI for dataset connectivity and rapid report generation
Module 4: Predictive Analytics for Sales and Market Behavior
- Basic forecasting methods and their application to short-term demand (1–4 weeks)
- Employing Excel’s built-in forecasting and AI-assisted functionalities
- Interpreting model results and communicating uncertainty to stakeholders
Module 5: Route to Market and Competitive Analysis
- Applying AI for competitive intelligence and market scanning
- Customer segmentation and account prioritization 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: Developing Power BI visuals for sales KPIs, pipeline health, and market trends
- Incorporating narrative insights through AI-assisted summaries and key highlights
Module 7: Practical Applications and Case Studies
- Real-world case studies from major corporations and SMEs
- Discussion: Mapping these tactics to participants’ specific business contexts
- Group exercise: Adapting a case study to fit your operational environment
Module 8: Practical Session — Constructing 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 review sessions
Module 9: Implementation and Future Steps
- Checklist for deploying AI workflows in sales teams (covering data, roles, and governance)
- Ready-to-use templates, prompts, and dashboard packs for participant reuse
- Strategic roadmap for scaling AI-assisted sales practices and measuring their impact
Requirements
- Working knowledge of fundamental sales and marketing principles
- Proficiency with Excel or similar spreadsheet applications for data handling
- Basic familiarity with dashboards or reporting tools is beneficial but not mandatory
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.
