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Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- An overview of artificial intelligence (AI) and its transformative impact on the commercial sector
- Key AI tools and concepts essential for sales professionals
- Practical examples demonstrating where AI provides immediate value in sales processes
Module 2: Enhancing Productivity with AI Tools
- Automating routine administrative and communication tasks using AI
- Utilizing AI assistants and chatbots for internal and external communications
- 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
- Extracting insights and synthesizing qualitative data using Excel and ChatGPT
- Introduction to Power BI for connecting datasets and creating quick reports
Module 4: Predictive Analytics for Sales and Market Behavior
- Simple forecasting methods and their appropriate use for short-term demand (1–4 weeks)
- Leveraging Excel’s built-in forecasting and AI-assisted features
- Interpreting model outputs and effectively communicating uncertainty to stakeholders
Module 5: Route to Market and Competitive Analysis
- Utilizing AI for competitive intelligence and market scanning
- Segmenting customers and prioritizing accounts using AI-driven heuristics
- Practical case study on deriving competitive keywords, positioning, and opportunity signals
Module 6: Building Dashboards and Visual Reports
- Design principles for creating effective sales and market dashboards
- Hands-on session: developing Power BI visuals for sales KPIs, pipeline health, and market trends
- Embedding narrative insights using AI-assisted summaries and highlights
Module 7: Practical Applications and Case Studies
- Real-world use cases from leading organizations and small to medium enterprises (SMEs)
- Discussion on how similar tactics can be applied to participants’ businesses
- Group exercise: adapting a case study to your operational context for government
Module 8: Hands-on Session — Building a Simple Workflow
- Guided practice with ChatGPT, Excel (AI features), and Power BI using a sample dataset
- End-to-end exercise: data ingestion → insight generation → dashboard creation → action checklist
- Presentations of workflows and peer feedback for government
Module 9: Adoption and Next Steps
- Checklist for deploying AI workflows in sales teams, including data management, roles, and governance for government
- Quick-start templates, prompts, and dashboard packs for participants to reuse in their operations for government
- Roadmap for scaling AI-assisted sales practices and measuring impact for government
Requirements
- Familiarity with fundamental sales and marketing principles for government
- Proficiency in using Excel or other spreadsheet tools for data management
- Basic understanding of dashboards or reporting tools is beneficial but not mandatory
Audience
- Sales professionals and account managers within government agencies
- Marketing analysts and business development staff in public sector roles
- Product managers, commercial strategists, and decision-makers for government programs
14 Hours
Testimonials (1)
Prompt Engineering