Course Outline
Module 1: Introduction to AI in Sales
- Defining AI and its role in reshaping the commercial landscape
- Essential AI tools and concepts for sales professionals
- Real-world examples: where AI delivers immediate value in sales workflows
Module 2: Enhancing Productivity with AI
- Automating routine administrative and communication duties
- Leveraging AI assistants and chatbots for internal and external interactions
- Templates and prompt strategies for standard sales communications and follow-ups
Module 3: Data Preparation and Market Intelligence
- Organizing sales and market data for analysis (cleaning, enrichment, and integration)
- Using Excel and ChatGPT to extract insights and synthesize qualitative information
- Introduction to Power BI for connecting datasets and generating quick 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-assisted capabilities
- Interpreting model outputs and communicating uncertainty to stakeholders
Module 5: Route to Market and Competitive Analysis
- Applying AI to competitive intelligence and market monitoring
- Customer segmentation and account prioritization using AI-driven heuristics
- Practical case: identifying competitive keywords, positioning, and opportunity signals
Module 6: Creating Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Hands-on practice: building Power BI visuals for sales KPIs, pipeline health, and market trends
- Incorporating narrative insights through AI-assisted summaries and highlights
Module 7: Practical Applications and Case Studies
- Real-world use cases from leading enterprises and SMEs
- Discussion: aligning these tactics with participants’ business contexts
- Group exercise: adapting a case study to your operational environment
Module 8: Hands-on Session — Building a Simple Workflow
- Guided practice with ChatGPT, Excel (AI features), and Power BI on a sample dataset
- End-to-end exercise: data ingestion → insight generation → dashboard creation → action checklist
- Presentation of workflows and peer review
Module 9: Adoption and Next Steps
- Checklist for implementing AI workflows in sales teams (data, roles, governance)
- Quick-start templates, prompts, and dashboard packs for participant reuse
- Roadmap for scaling AI-assisted sales practices and measuring impact
Requirements
- Understanding of fundamental sales and marketing principles
- Proficiency with Excel or other spreadsheet tools for data management
- Prior experience with dashboards or reporting tools is beneficial but not mandatory
Target Audience
- Sales professionals and account managers
- Marketing analysts and business development teams
- 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.
