Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- Defining AI and its impact on the 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 tasks
- Utilizing AI assistants and chatbots for internal and external engagements
- Templates and prompt patterns 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 synthesize qualitative data
- Introduction to 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)
- Applying Excel’s built-in forecasting and AI-assisted capabilities
- Interpreting model outputs and communicating uncertainty to stakeholders
Module 5: Market Entry Strategies and Competitive Analysis
- Applying AI to competitive intelligence and market scanning
- Segmenting customers and prioritizing accounts 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
- Practical activity: Creating Power BI visuals for sales KPIs, pipeline health, and market trends
- Integrating narrative insights through AI-assisted summaries and highlights
Module 7: Real-World Applications and Case Studies
- Practical use cases from leading organizations and SMEs
- Discussion: Mapping similar strategies to participants’ business contexts
- Group activity: Adapting a case study to your operational environment
Module 8: Practical 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: Implementation and Future Steps
- Checklist for implementing 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-supported sales practices and measuring impact
Requirements
- Understanding of fundamental sales and marketing principles
- Proficiency in using Excel or similar spreadsheet tools for data management
- Basic knowledge of dashboards or reporting tools is advantageous but not mandatory
Target Audience
- Sales specialists 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.
