Course Outline
Module 1: Introduction to AI in Sales
- Defining AI and exploring its transformation of the commercial landscape
- Essential AI tools and concepts for sales professionals
- Practical instances: Identifying where AI delivers immediate value in sales processes
Module 2: Enhancing Productivity with AI Tools
- Streamlining routine administrative and communication activities
- Employing AI assistants and chatbots for internal and external engagements
- Templates and prompt structures for standard sales communications 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
- Overview of 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-supported capabilities
- Interpreting model results and communicating uncertainty to stakeholders
Module 5: Go-to-Market Strategy and Competitive Analysis
- Applying AI for competitive intelligence and market monitoring
- Customer segmentation and account prioritization using AI-driven heuristics
- Applied case: Extracting competitive keywords, positioning strategies, and opportunity indicators
Module 6: Developing Dashboards and Visual Reports
- Design principles for impactful sales and market dashboards
- Practical work: Creating Power BI visuals for sales KPIs, pipeline status, and market trends
- Incorporating narrative insights through AI-generated summaries and highlights
Module 7: Practical Applications and Case Studies
- Real-world use cases from major enterprises and small-to-medium businesses
- Discussion: Mapping similar strategies to participants' business contexts
- Group activity: Adapting a case study to your operational environment
Module 8: Hands-on Session — Developing a Simple Workflow
- Supervised practice using ChatGPT, Excel (AI features), and Power BI on a sample dataset
- Comprehensive exercise: Data ingestion → Insight generation → Dashboard creation → Action checklist
- Workflow presentations and peer reviews
Module 9: Implementation and Future Steps
- Checklist for deploying AI workflows within sales teams (covering data, roles, and governance)
- Starter templates, prompts, and dashboard packages for participant reuse
- Roadmap for expanding AI-assisted sales practices and evaluating their impact
Requirements
- Basic understanding of sales and marketing principles
- Proficiency in using Excel or similar spreadsheet applications for data handling
- While not mandatory, familiarity with dashboards or reporting tools is advantageous
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.
