Course Outline
Module 1: AI Fundamentals in Sales
- Defining AI and its transformative impact on the commercial sector
- Core AI tools and concepts for sales professionals
- Practical examples: Identifying immediate value addition in sales workflows
Module 2: Enhancing Productivity via AI
- Automating routine administrative and communication duties
- Utilizing AI assistants and chatbots for internal and external interactions
- Templates and prompt patterns for standard sales communications and follow-ups
Module 3: Data Preparation and Market Intelligence
- Structuring sales and market data for analysis (cleaning, enrichment, and integration)
- Leveraging Excel and ChatGPT to extract insights and synthesize qualitative data
- Introduction to Power BI for connecting 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)
- Applying Excel’s built-in forecasting and AI-assisted features
- Interpreting model outputs and communicating uncertainty to stakeholders
Module 5: Go-to-Market Strategy and Competitive Analysis
- Utilizing AI for competitive intelligence and market scanning
- Segmenting customers and prioritizing accounts using AI-driven heuristics
- Practical case: Deriving competitive keywords, positioning, and opportunity signals
Module 6: Creating Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Hands-on: Developing Power BI visuals for sales KPIs, pipeline health, and market trends
- Incorporating narrative insights through AI-assisted summaries and highlights
Module 7: Practical Applications and Case Studies
- Real-world use cases from leading organizations and SMEs
- Discussion: Mapping similar tactics to participants’ business contexts
- Group exercise: Adapting a case study to your operational environment
Module 8: Practical Session — Constructing a Simple Workflow
- Guided practice using ChatGPT, Excel (AI features), and Power BI on a sample dataset
- End-to-end exercise: Data ingestion → Insight generation → Dashboard creation → Action checklist
- Presentation of workflows and peer feedback
Module 9: Adoption Strategy and Next Steps
- A checklist for deploying AI workflows in sales teams (data, roles, governance)
- Quick-start templates, prompts, and dashboard packs for participants to reuse
- A roadmap for scaling AI-assisted sales practices and measuring impact
Requirements
- A solid understanding of fundamental sales and marketing principles
- Proficiency with Excel or other spreadsheet applications for data manipulation
- Basic knowledge of dashboards or reporting tools is advantageous 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.
