Course Outline
Module 1: Introduction to AI in Sales
- Defining AI and its transformative impact on the commercial sector
- Core AI tools and concepts essential for sales professionals
- Practical illustrations of where AI delivers immediate value in sales workflows
Module 2: Enhancing Productivity with AI
- Automating repetitive administrative and communication processes
- 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
- Organising sales and market data for analysis (including cleaning, enrichment, and integration)
- Utilising Excel and ChatGPT to derive insights and synthesise qualitative data
- Overview of Power BI for linking datasets and generating rapid reports
Module 4: Predictive Analytics for Sales and Market Behaviour
- Basic forecasting techniques and their application for short-term demand (1–4 weeks)
- Leveraging Excel's native forecasting and AI-assisted capabilities
- Interpreting model outcomes and communicating uncertainty to stakeholders
Module 5: Route to Market and Competitive Analysis
- Applying AI for competitive intelligence and market surveillance
- Segmenting customers and prioritising accounts using AI-driven heuristics
- Practical case study: extracting competitive keywords, positioning strategies, and opportunity signals
Module 6: Constructing Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Practical session: developing Power BI visuals for sales KPIs, pipeline health, and market trends
- Integrating narrative insights through AI-assisted 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' business contexts
- Group activity: adapting a case study to your operational environment
Module 8: Hands-on Session — Creating 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 implementing AI workflows in sales teams (covering data, roles, and governance)
- Quick-start templates, prompts, and dashboard packs for participant reuse
- Roadmap for scaling AI-assisted sales practices and measuring impact
Requirements
- Basic understanding of sales and marketing principles
- Proficiency in using Excel or other spreadsheet tools for data management
- Basic experience with dashboards or reporting tools is beneficial but not mandatory
Target Audience
- Sales professionals and account managers
- Marketing analysts and business development staff
- Product managers, commercial strategists, and 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.
