Course Outline
Module 1: Introduction to Artificial Intelligence in Sales
- Defining AI and examining its impact on the commercial landscape
- Essential AI tools and concepts for sales professionals
- Practical examples: Identifying where AI delivers immediate value in sales workflows
Module 2: Enhancing Productivity with AI Tools
- Automating routine administrative and communication duties
- Utilising 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
- Structuring sales and market data for analysis (cleaning, enrichment, and integration)
- Leveraging Excel and ChatGPT to extract insights and synthesise qualitative data
- Overview of Power BI for connecting datasets and generating rapid reports
Module 4: Predictive Analytics for Sales and Market Behaviour
- Simple forecasting methods and their application to short-term demand (1–4 weeks)
- Using Excel’s built-in forecasting and AI-assisted capabilities
- Interpreting model outputs and communicating uncertainty to stakeholders
Module 5: Route to Market and Competitive Analysis
- Applying AI to competitive intelligence and market scanning
- Segmenting customers and prioritising accounts using AI-driven heuristics
- Practical case: Deriving competitive keywords, positioning, and opportunity signals
Module 6: Constructing Dashboards and Visual Reports
- Design principles for effective sales and market dashboards
- Hands-on creation of Power BI visuals for sales KPIs, pipeline health, and market trends
- Incorporating narrative insights via 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 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 ingest → insight generation → dashboard → action checklist
- Workflow presentations 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 participant reuse
- Roadmap for scaling AI-assisted sales practices and measuring impact
Requirements
- Understanding of fundamental sales and marketing principles
- Confidence in using Excel or spreadsheet applications for data management
- Basic awareness of dashboards or reporting tools is advantageous but not mandatory
Target Audience
- Sales professionals and account managers
- Marketing analysts and business development specialists
- Product managers, commercial strategists, and key decision-makers
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customised 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*
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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.
