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Duration 14 hours
Course Outline
Module 1: AI Fundamentals in Sales
- Overview of AI and its impact on the commercial landscape
- Essential AI tools and concepts for sales teams
- Real-world examples: identifying 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 engagement
- Utilizing templates and prompt structures for common sales communications and follow-ups
Module 3: Data Preparation and Market Intelligence
- Organizing sales and market data for analysis (including cleaning, enrichment, and integration)
- Extracting insights and synthesizing qualitative data with Excel and ChatGPT
- Introduction to Power BI for linking datasets and generating quick reports
Module 4: Predictive Analytics for Sales and Market Trends
- Basic forecasting techniques and their application for short-term demand (1–4 weeks)
- Applying Excel’s built-in forecasting and AI-assisted capabilities
- Interpreting model results and communicating uncertainty to stakeholders
Module 5: Market Entry and Competitive Analysis
- Applying AI to competitive intelligence and market monitoring
- Segmenting customers and prioritizing accounts using AI-driven heuristics
- Practical exercise: extracting competitive keywords, positioning strategies, and opportunity indicators
Module 6: Creating Dashboards and Visual Reports
- Design principles for impactful sales and market dashboards
- Hands-on creation of Power BI visuals for sales KPIs, pipeline health, and market trends
- Incorporating narrative insights through AI-assisted summaries and highlights
Module 7: Real-World Applications and Case Studies
- Case studies from leading organizations and SMEs
- Discussion: mapping similar strategies to participants’ business contexts
- Group exercise: adapting a case study to your operational environment
Module 8: Practical Session — Creating 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
- Workflow presentations and peer review
Module 9: Adoption and Future Steps
- Checklist for implementing AI workflows in sales teams (covering data, roles, and governance)
- Ready-to-use templates, prompts, and dashboard packs for participants
- Strategic roadmap for expanding AI-assisted sales practices and measuring impact
Requirements
- Understanding of fundamental sales and marketing principles
- Proficiency in using Excel or similar spreadsheet applications for data tasks
- Basic knowledge of dashboards or reporting tools is advantageous but not mandatory
Target Audience
- Sales professionals and account managers
- Marketing analysts and business development staff
- 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.
