Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- Understanding AI and its transformative impact on the commercial landscape.
- Essential AI tools and concepts for sales professionals.
- Practical examples illustrating where AI delivers immediate value in sales workflows.
Module 2: Enhancing Productivity with AI Tools
- Automating routine administrative and communication tasks.
- Utilising AI assistants and chatbots for internal and external interactions.
- Templates and prompt patterns for common sales communications and follow-ups.
Module 3: Data Preparation and Market Intelligence
- Structuring sales and market data for analysis, including cleaning, enrichment, and integration.
- Employing Excel and ChatGPT to extract insights and synthesise qualitative data.
- Introduction to Power BI for connecting datasets and generating rapid reports.
Module 4: Predictive Analytics for Sales and Market Behaviour
- Simple forecasting methods and their application to short-term demand (1–4 weeks).
- Leveraging Excel’s built-in forecasting and AI-assisted features.
- Interpreting model outputs and communicating uncertainty to stakeholders.
Module 5: Route to Market and Competitive Analysis
- Applying AI for competitive intelligence and market scanning.
- Segmenting customers and prioritising accounts using AI-driven heuristics.
- Practical case study: deriving competitive keywords, positioning, and opportunity signals.
Module 6: Building Dashboards and Visual Reports
- Design principles for effective sales and market dashboards.
- Hands-on practice: creating Power BI visuals for sales KPIs, pipeline health, and market trends.
- Incorporating narrative insights using AI-assisted summaries and highlights.
Module 7: Practical Applications and Case Studies
- Real-world use cases from leading organisations and SMEs.
- Discussion: mapping similar tactics to participants’ business contexts.
- Group exercise: adapting a case study to your operational environment.
Module 8: Hands-on Session — Building a Simple Workflow
- Guided practice with ChatGPT, Excel (AI features), and Power BI on a sample dataset.
- End-to-end exercise: data ingest → insight generation → dashboard → action checklist.
- Presentation of workflows and peer feedback.
Module 9: Adoption and Next Steps
- Checklist for deploying AI workflows in sales teams (data, roles, governance).
- Quick-start templates, prompts, and dashboard packs for participants to reuse.
- Roadmap for scaling AI-assisted sales practices and measuring impact.
Requirements
- Familiarity with fundamental sales and marketing principles.
- Proficiency in using Excel or similar spreadsheet tools 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 personnel.
- Product managers, commercial strategists, and key 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*
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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.
