Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- Understanding AI and its transformative impact on the commercial sector.
- Essential AI tools and concepts for sales professionals.
- Practical examples demonstrating immediate AI value in sales workflows.
Module 2: Enhancing Productivity with AI Tools
- Automating standard administrative and communication processes.
- Deploying AI assistants and chatbots for both internal and external interactions.
- Utilizing templates and prompt engineering patterns for common sales communications and follow-ups.
Module 3: Data Preparation and Market Intelligence
- Preparing sales and market data for analysis, including cleaning, enrichment, and integration.
- Leveraging Excel and ChatGPT to extract insights and synthesize qualitative information.
- Fundamentals of Power BI for connecting datasets and generating rapid reports.
Module 4: Predictive Analytics for Sales and Market Behavior
- Simple forecasting techniques and their application to short-term demand (1–4 weeks).
- Applying 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 gathering and market scanning.
- Segmenting customers and prioritizing accounts using AI-driven heuristics.
- Practical case study: identifying competitive keywords, positioning strategies, and opportunity signals.
Module 6: Building Dashboards and Visual Reports
- Design principles for creating effective sales and market dashboards.
- Hands-on practice: developing Power BI visuals for sales KPIs, pipeline health, and market trends.
- Integrating narrative insights through AI-assisted summaries and key highlights.
Module 7: Practical Applications and Case Studies
- Real-world use cases from leading enterprises and SMEs.
- Discussion: mapping applicable 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 using ChatGPT, Excel (with AI features), and Power BI on a sample dataset.
- End-to-end exercise covering data ingestion, insight generation, dashboard creation, and action checklists.
- Presentation of developed workflows and peer review feedback.
Module 9: Adoption and Next Steps
- A deployment checklist for implementing AI workflows in sales teams, covering data, roles, and governance.
- Quick-start templates, prompts, and dashboard packs for participant reuse.
- A roadmap for scaling AI-assisted sales practices and measuring their impact.
Requirements
- A foundational understanding of basic sales and marketing principles.
- Proficiency in using Excel or similar spreadsheet tools for data manipulation.
- Prior experience with dashboards or reporting tools is beneficial but not mandatory.
Target Audience
- Sales specialists and account managers.
- Marketing analysts and business development professionals.
- Product managers, commercial strategists, and other 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.
