Course Outline
Module 1: Introduction to AI in Sales
- Defining AI and exploring its transformation of the commercial sector
- 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 processes
- Leveraging AI assistants and chatbots for internal and external communications
- Using 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)
- Utilizing Excel and ChatGPT to derive insights and consolidate qualitative data
- Fundamentals of Power BI for linking 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)
- Applying Excel’s native forecasting capabilities and AI-assisted features
- Interpreting model outputs and conveying uncertainty to stakeholders
Module 5: Go-to-Market and Competitive Analysis
- Leveraging AI for competitive intelligence and market scanning
- Customer segmentation and account prioritization using AI-driven heuristics
- Practical case study: Extracting competitive keywords, positioning strategies, and opportunity signals
Module 6: Developing Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Hands-on creation of Power BI visuals for sales KPIs, pipeline health, and market trends
- Incorporating narrative insights through AI-generated summaries and highlights
Module 7: Practical Applications and Case Studies
- Real-world use cases from leading enterprises and SMEs
- Discussion: Mapping similar tactics to participants’ specific business contexts
- Group exercise: Adapting a case study to your operational environment
Module 8: Hands-on 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 feedback
Module 9: Adoption and Next Steps
- Checklist for deploying AI workflows in sales teams (covering data, roles, and governance)
- Ready-to-use quick-start templates, prompts, and dashboard packs for participants
- Roadmap for scaling AI-assisted sales practices and measuring impact
Requirements
- Understanding of fundamental sales and marketing principles
- Proficiency in using Excel or other spreadsheet applications for data handling
- Basic knowledge of dashboards or reporting tools is beneficial, though not mandatory
Target Audience
- Sales professionals 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.
