Course Outline
Module 1: Introduction to AI in Sales
- Understanding AI and its impact on the evolving commercial landscape
- Essential AI tools and concepts for sales professionals
- Practical examples: identifying where AI delivers immediate value in sales workflows
Module 2: Enhancing Productivity with AI Tools
- Automating routine administrative and communication activities
- Leveraging AI assistants and chatbots for internal and external engagement
- 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 (cleaning, enrichment, and integration)
- Utilizing Excel and ChatGPT to extract insights and synthesize qualitative data
- An introduction to Power BI for connecting datasets and generating rapid reports
Module 4: Predictive Analytics for Sales and Market Behavior
- Basic forecasting methods and their application for short-term demand (1–4 weeks)
- Applying Excel’s built-in forecasting 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 market scanning
- Segmenting customers and prioritizing accounts using AI-driven heuristics
- Practical case: extracting competitive keywords, positioning, and opportunity signals
Module 6: Creating Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Hands-on exercise: creating Power BI visuals for sales KPIs, pipeline health, and market trends
- Integrating narrative insights using AI-assisted summaries and highlights
Module 7: Real-World Applications and Case Studies
- Real-world use cases from leading organizations and SMEs
- Discussion: mapping similar tactics to participants’ business contexts
- Group exercise: adapting a case study to your specific 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
- Presenting workflows and providing peer feedback
Module 9: Adoption Strategy and Next Steps
- A checklist for deploying 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 impact
Requirements
- A foundational understanding of basic sales and marketing principles
- Proficiency in using Excel or similar spreadsheet tools for data management
- Basic familiarity with dashboards or reporting tools is beneficial but not mandatory
Target Audience
- Sales professionals and account managers
- Marketing analysts and business development specialists
- 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.
