Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- Defining AI and its role in reshaping the commercial environment
- Essential AI tools and concepts for sales professionals
- Practical illustrations: identifying immediate value-add opportunities in sales workflows
Module 2: Enhancing Productivity with AI Tools
- Automating standard administrative and communication tasks
- Leveraging AI assistants and chatbots for internal and external engagements
- Utilising templates and prompt patterns for routine sales communications and follow-ups
Module 3: Data Preparation and Market Intelligence
- Organising sales and market data for analysis (including cleaning, enrichment, and integration)
- Employing Excel and ChatGPT to derive insights and synthesise qualitative information
- Getting started with Power BI for linking datasets and generating rapid reports
Module 4: Predictive Analytics for Sales and Market Behaviour
- Basic forecasting techniques and their application to short-term demand (1–4 weeks)
- Utilising Excel’s native forecasting capabilities and AI-assisted functions
- Interpreting model results and conveying uncertainty to stakeholders
Module 5: Route to Market and Competitive Analysis
- Applying AI for competitive intelligence and market monitoring
- Segmenting customers and prioritising accounts using AI-driven heuristics
- Practical case: extracting competitive keywords, positioning strategies, and opportunity indicators
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
- Incorporating narrative insights through AI-assisted summaries and highlights
Module 7: Practical Applications and Case Studies
- Real-world examples from leading enterprises and SMEs
- Discussion: mapping these tactics to participants’ business contexts
- Group activity: adapting a case study to your operational environment
Module 8: Hands-on Session — Developing a Basic 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
- Presentation of workflows and peer review
Module 9: Implementation and Next Steps
- Checklist for rolling out AI workflows in sales teams (covering data, roles, and governance)
- Ready-to-use templates, prompts, and dashboard packs for participant reuse
- Strategy roadmap for scaling AI-assisted sales practices and assessing impact
Requirements
- Understanding of fundamental sales and marketing principles
- Proficiency in using Excel or other spreadsheet applications for data tasks
- Basic knowledge of dashboards or reporting tools is advantageous but not mandatory
Target Audience
- Sales representatives and account managers
- Marketing analysts and business development personnel
- Product managers, commercial strategists, and senior decision-makers
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 2600 € + VAT*
Contact us for an exact quote and to hear our latest promotions
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.
