Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- Defining AI and its impact on the commercial sector
- Essential AI tools and concepts for sales teams
- Practical examples: identifying where AI creates immediate value in sales workflows
Module 2: Enhancing Productivity with AI Tools
- Streamlining routine administrative and communication duties
- Employing AI assistants and chatbots for internal and external engagements
- Templates and prompt structures for standard sales correspondence 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 derive insights and consolidate qualitative data
- Introduction to 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-assisted features
- Interpreting model results and conveying uncertainty to stakeholders
Module 5: Route to Market and Competitive Analysis
- Applying AI for competitive intelligence and market surveillance
- Segmenting customers and prioritizing accounts using AI-driven heuristics
- Practical case study: extracting competitive keywords, positioning strategies, and opportunity indicators
Module 6: Constructing Dashboards and Visual Reports
- Design principles for high-impact sales and market dashboards
- Practical session: generating Power BI visuals for sales KPIs, pipeline status, and market trends
- Integrating narrative insights through AI-generated summaries and key highlights
Module 7: Practical Applications and Case Studies
- Real-world examples from major enterprises and small-to-medium businesses
- Discussion: mapping similar strategies to participants’ own business contexts
- Group activity: adapting a case study to specific operational environments
Module 8: Hands-on Session — Developing a Simple Workflow
- Guided practice with ChatGPT, Excel (AI features), and Power BI using a sample dataset
- End-to-end exercise: data intake → insight creation → dashboard development → action checklist
- Presentation of workflows and peer review feedback
Module 9: Adoption and Future Steps
- Checklist for implementing AI workflows in sales teams, covering data, roles, and governance
- Quick-start templates, prompts, and dashboard packages for participant reuse
- Strategic roadmap for scaling AI-assisted sales practices and tracking impact
Requirements
- Understanding of fundamental sales and marketing principles
- Proficiency in using Excel or similar spreadsheet applications for data management
- Basic knowledge of dashboards or reporting platforms is beneficial, though not mandatory
Target Audience
- Sales representatives and account managers
- Marketing analysts and business development personnel
- 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.
