Course Outline
Module 1: AI Fundamentals in Sales
- Defining AI and its impact on transforming the commercial sector
- Essential AI tools and concepts relevant to sales professionals
- Practical examples demonstrating where AI delivers immediate value in sales workflows
Module 2: Enhancing Productivity via AI
- Automating repetitive administrative and communication responsibilities
- Leveraging AI assistants and chatbots for both internal and external engagements
- Utilizing templates and prompt structures for standard sales communications and follow-ups
Module 3: Data Structuring and Market Insights
- Organizing sales and market data for analysis, including cleaning, enrichment, and integration
- Employing Excel and ChatGPT to extract insights and consolidate qualitative information
- Getting started with Power BI to link datasets and generate rapid reports
Module 4: Predictive Analytics for Sales and Market Trends
- Applying simple forecasting techniques and determining their applicability for short-term demand (1–4 weeks)
- Utilizing Excel’s native forecasting capabilities and AI-assisted features
- Interpreting model results and effectively communicating uncertainty to stakeholders
Module 5: Market Entry Strategies and Competitive Analysis
- Harnessing AI for competitive intelligence and broad market scanning
- Segmenting customer bases and prioritizing accounts using AI-driven heuristics
- Case study in practice: extracting competitive keywords, positioning strategies, and opportunity signals
Module 6: Developing Dashboards and Visual Reports
- Design principles for creating effective sales and market dashboards
- Practical application: generating Power BI visuals for sales KPIs, pipeline health, and market trends
- Integrating narrative insights through AI-generated summaries and key highlights
Module 7: Real-World Applications and Case Studies
- Examining real-world use cases from leading enterprises and SMEs
- Discussion: mapping similar strategies to participants’ specific business contexts
- Collaborative exercise: adapting a case study to your operational environment
Module 8: Practical Workshop — Creating a Basic Workflow
- Guided practice utilizing ChatGPT, Excel (with AI features), and Power BI on a sample dataset
- Comprehensive exercise covering data ingestion, insight generation, dashboard creation, and action planning
- Presenting developed workflows and exchanging peer feedback
Module 9: Implementation and Future Steps
- A checklist for deploying AI workflows in sales teams, covering data, roles, and governance
- Provision of quick-start templates, prompts, and dashboard packs for participant reuse
- A roadmap for scaling AI-assisted sales practices and measuring their impact
Requirements
- Foundational understanding of core sales and marketing principles
- Proficiency in using Excel or similar spreadsheet applications for data management
- Basic exposure to dashboards or reporting platforms is advantageous but not mandatory
Target Audience
- Sales representatives 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.
