Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- Understanding AI and its role in transforming the commercial landscape.
- Overview of key AI tools and concepts for sales professionals.
- Practical examples illustrating where AI delivers immediate value in sales workflows.
Module 2: Enhancing Productivity with AI Tools
- Automating routine administrative and communication duties.
- Leveraging AI assistants and chatbots for internal and external interactions.
- Using templates and prompt patterns to standardise 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.
- Utilising Excel and ChatGPT to extract insights and synthesise qualitative data.
- An introduction to Power BI for connecting datasets and generating rapid reports.
Module 4: Predictive Analytics for Sales and Market Behaviour
- Simple forecasting techniques and their application to short-term demand (1–4 weeks).
- Applying Excel’s built-in forecasting capabilities and AI-assisted features.
- Interpreting model outputs and conveying uncertainty to stakeholders effectively.
Module 5: Route to Market and Competitive Analysis
- Employing AI for competitive intelligence and market scanning.
- Segmenting customers and prioritising 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 session: creating 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 organisations and SMEs.
- Discussion: Mapping similar tactics to your business context.
- Group exercise: Adapting a case study to your specific operational environment.
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, and action checklist development.
- Presenting workflows and receiving peer feedback.
Module 9: Adoption and Next Steps
- A checklist for deploying AI workflows in sales teams, covering data, roles, and 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 sound understanding of fundamental sales and marketing principles.
- Confidence in using Excel or similar spreadsheet applications for data management.
- A basic awareness of dashboards or reporting tools is advantageous, though not mandatory.
Target Audience
- Sales professionals and account managers.
- Marketing analysts and business development teams.
- Product managers, commercial strategists, and key decision-makers.
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.
