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Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- What is AI and how it’s transforming the commercial landscape
- Key AI tools and concepts for sales professionals
- Practical examples: where AI adds immediate value in sales workflows
Module 2: Boosting Productivity with AI Tools
- Automating routine administrative and communication tasks
- Using AI assistants and chatbots for internal and external interactions
- 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 (cleaning, enrichment, and integration)
- Using 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 when to use them for short-term demand (1–4 weeks)
- Using 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
- Using AI for competitive intelligence and market scanning
- Segmenting customers and prioritizing accounts with AI-driven heuristics
- Practical case: deriving competitive keywords, positioning, and opportunity signals
Module 6: Building Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Hands-on: create 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 SMEs
- Discussion: how similar tactics map to participants’ businesses
- Group exercise: adapt 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 ingest → insight generation → dashboard → action checklist
- Presentations of workflows and peer feedback
Module 9: Adoption and Next Steps
- 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 basic sales and marketing concepts
- Comfort using Excel or spreadsheet tools for data work
- Basic familiarity with dashboards or reporting tools is helpful but not required
Audience
- Sales professionals and account managers
- Marketing analysts and business development staff
- Product managers, commercial strategists, and decision-makers
14 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from £3800 online delivery, based on a group of 2 delegates, £1200 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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