Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- The definition of AI and its role in reshaping the commercial sector
- Essential AI tools and concepts for sales professionals
- Practical examples: identifying where AI delivers immediate value in sales processes
Module 2: Enhancing Productivity with AI Tools
- Automating regular administrative and communication duties
- Leveraging AI assistants and chatbots for internal and external engagement
- Templates and prompt patterns for standard sales communications and follow-ups
Module 3: Data Preparation and Market Intelligence
- Organizing sales and market data for analysis (cleaning, enrichment, and integration)
- Utilizing Excel and ChatGPT to extract insights and consolidate qualitative data
- Introductory overview of Power BI for linking datasets and generating rapid reports
Module 4: Predictive Analytics for Sales and Market Behavior
- Basic forecasting techniques and their application to short-term demand (1–4 weeks)
- Employing Excel’s native forecasting and AI-assisted capabilities
- Interpreting model results and communicating uncertainty to stakeholders
Module 5: Route to Market and Competitive Analysis
- Applying AI for competitive intelligence and market monitoring
- Customer segmentation and account prioritization using AI-driven heuristics
- Practical case study: extracting competitive keywords, positioning, and opportunity signals
Module 6: Creating Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Practical session: creating Power BI visuals for sales KPIs, pipeline health, and market trends
- Incorporating narrative insights through AI-assisted summaries and key highlights
Module 7: Practical Applications and Case Studies
- Real-world examples from leading enterprises and SMEs
- Discussion: mapping similar strategies to participants’ own businesses
- Group exercise: adapting a case study to your specific operational context
Module 8: Practical Session — Building a Simple Workflow
- Guided practice using ChatGPT, Excel (AI features), and Power BI with a sample dataset
- End-to-end exercise: data ingestion → insight generation → dashboard creation → action checklist
- Presentation of workflows and peer feedback
Module 9: Adoption and Future Steps
- Checklist for implementing AI workflows in sales teams (data, roles, governance)
- Ready-to-use templates, prompts, and dashboard packs for participants
- Strategic roadmap for scaling AI-assisted sales practices and measuring impact
Requirements
- Understanding of fundamental sales and marketing principles
- Proficiency in using Excel or similar spreadsheet tools for data tasks
- Basic knowledge of dashboards or reporting tools is beneficial but not mandatory
Target Audience
- Sales representatives 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 3200 € + 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.
