Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- An overview of artificial intelligence (AI) and its transformative impact on the commercial landscape.
- Key AI tools and concepts essential for sales professionals.
- Practical examples demonstrating where AI adds immediate value in sales workflows.
Module 2: Enhancing Productivity with AI Tools
- Automating routine administrative and communication tasks to increase efficiency.
- Utilizing AI assistants and chatbots for both internal and external interactions.
- Developing 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.
- Leveraging Excel and ChatGPT to extract insights and synthesize qualitative data.
- Introduction to Power BI for connecting datasets and building 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).
- Utilizing Excel’s built-in forecasting tools and AI-assisted features.
- Interpreting model outputs and effectively communicating uncertainty to stakeholders.
Module 5: Route to Market and Competitive Analysis
- Using AI for competitive intelligence and market scanning to gain a strategic advantage.
- Segmenting customers and prioritizing 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 creating effective sales and market dashboards.
- Hands-on exercise: building Power BI visuals for key performance indicators (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).
- Group discussion on how similar tactics can be applied to participants’ businesses.
- Group exercise: adapting a case study to fit individual operational contexts.
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 ingestion, insight generation, dashboard creation, and action checklist development.
- Presentations of workflows and peer feedback sessions.
Module 9: Adoption and Next Steps
- Checklist for deploying AI workflows in sales teams, including data management, role definitions, and governance practices for government.
- Quick-start templates, prompts, and dashboard packs for participants to reuse.
- Roadmap for scaling AI-assisted sales practices and measuring their impact on performance and efficiency.
Requirements
- Familiarity with foundational sales and marketing principles
- Proficiency in using Excel or other spreadsheet applications for data management
- Basic understanding of dashboards or reporting tools is beneficial, though not mandatory
Intended Audience
- Sales professionals and account managers
- Marketing analysts and business development personnel
- Product managers, commercial strategists, and key decision-makers for government
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.
