Course Outline

Module 1: Introduction to Artificial Intelligence in Sales

  • Overview of AI and its transformative impact on the commercial sector
  • Essential AI tools and concepts for sales professionals
  • Practical examples demonstrating immediate value of AI 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 communications
  • Templates and prompt patterns for standard sales communications and follow-ups

Module 3: Data Preparation and Market Intelligence

  • Structuring sales and market data for effective analysis (cleaning, enrichment, integration)
  • Leveraging Excel and ChatGPT to extract insights and synthesize qualitative data
  • Introduction to Power BI for connecting datasets and generating 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 and AI-assisted features
  • Interpreting model outputs and communicating uncertainty to stakeholders

Module 5: Route to Market and Competitive Analysis

  • Employing AI for competitive intelligence and market scanning
  • Segmenting customers and prioritizing accounts using AI-driven heuristics
  • Practical case study: identifying competitive keywords, positioning, and opportunity signals

Module 6: Building Dashboards and Visual Reports

  • Design principles for effective sales and market dashboards
  • Hands-on session: creating 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: mapping similar tactics to participants’ businesses
  • Group exercise: adapting a case study to your operational context

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 → action checklist
  • Presentations of workflows and peer feedback

Module 9: Adoption and Next Steps for Government

  • 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 for government
  • Proficiency in using Excel or other spreadsheet tools for data management
  • Basic knowledge of dashboards or reporting tools is beneficial but not mandatory

Audience

  • Sales professionals and account managers within the public sector
  • Marketing analysts and business development personnel for government
  • Product managers, commercial strategists, and decision-makers in the public sector
 14 Hours

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