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PROGRAM 05 · TEAM TRAINING

AI & Data for Sales Professionals

Find better leads, write winning proposals, and follow up like clockwork.

8 sessions3 modules4 hands-on projects3 days · 9 am–5 pmCertificate on completion
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Who this course is for

  • Sales Managers, Key Account Managers and Business Development teams
  • B2B sellers in IT, industrial, packaging, logistics and services firms
  • Field sales, distributor and dealer management teams in FMCG and pharma distribution
  • Corporate sales teams in banks, telecom, insurance and real estate

What your team will be able to do

  • Research an account and walk into a meeting fully prepared
  • Write outreach, proposals and quotations in your company's own format in minutes
  • Clean your pipeline and forecast from real numbers, not gut feeling
  • Deploy four working automations in your own sales team
How it runs

3 days at your office, 8 sessions

Three sessions a day plus a hands-on build lab every afternoon. Day 3 ends with capstone presentations.

Day 1

9:00 am – 5:00 pm

AI chatbots for prospecting and proposals

9:00–10:30S1Prompt engineering for sales
10:30Tea break
10:45–12:15S2Prospecting, outreach & account research
12:15Lunch & prayer
1:00–2:30S3Proposals, quotations & closing
2:45–4:30LABBuild lab: outreach and a proposal for your own prospects
4:30–5:00Q&A and day recap

Day 2

9:00 am – 5:00 pm

Pipeline analytics, then the first two builds

9:00–10:30S4Formulas & sales data cleaning
10:30Tea break
10:45–12:15S5Sales analytics: pipeline to forecast
12:15Lunch & prayer
1:00–2:30S6Projects 01 & 02: Playbook & alerts
2:45–4:30LABBuild lab: forecast, assistant and alerts on your data
4:30–5:00Q&A and day recap

Day 3

9:00 am – 5:00 pm

Last two builds and the capstone

9:00–10:30S7Project 03: Discount approval workflow
10:30Tea break
10:45–12:15S8Project 04: PO & visiting card extraction
12:15Lunch & prayer
1:00–3:00LABCapstone build clinic
3:15–4:30LABCapstone presentations
4:30–5:00Certificates and next steps
Group: 10–40 people from one organisationSame content and projects in both formatsBangla delivery with English technical termsEvery session ends with a deliverable
Curriculum

8 sessions, one build in each

3 modules · 8 sessions · 4 hands-on projects

PART 1AI Chatbots for Sales WorkSessions 1–3

Chatbot Landscape & Tool Selection

  • Gemini, ChatGPT, Claude, Copilot and DeepSeek: strengths for sales work (account research, proposals, Bangla follow-up messages, pipeline tables)
  • Free vs paid tiers; a workflow that needs no international payment card
  • Bangla vs English output quality; when to draft in English and translate
  • Which tool for a long document, which for a formula, which for a polished letter

Prompt Engineering Fundamentals

  • What a prompt is; why the same question gives different answers
  • The four-part structure: role, context, task, output format
  • Role prompting: act as a key account manager, B2B sales consultant, sales trainer or tough corporate buyer
  • Controlling output: length, tone, language, table or bullet format

Advanced Prompting Techniques

  • Few-shot prompting: teaching the model with examples of your own sales work
  • Step-by-step reasoning for multi-part tasks such as pricing a multi-item quotation with discounts or comparing three deals for priority
  • Constraint prompting: what to include, what to exclude, what to never assume
  • Chained prompts: breaking a full account plan (research → stakeholders → pain points → pitch → follow-up sequence) into a sequence of smaller steps

Iteration & Prompt Library Building

  • Why the second prompt matters more than the first; refining instead of restarting
  • Diagnosing a bad output: vague instruction, missing context or wrong tool
  • Building reusable prompt templates for repeated sales tasks
  • Testing a prompt before it goes into daily use

Data Privacy & Verification Discipline (Core)

  • What must never be pasted: client contact lists, negotiated prices and discount approvals, tender bid amounts, commission sheets, CRM login details
  • Anonymising data before prompting; safe vs unsafe sales use cases
  • Hallucination awareness; verifying every figure, date, name and legal reference
  • The verification rule: AI drafts, a person checks before anything leaves the building
DELIVERABLEa personal prompt library of 10 templates for your repeated sales tasks.
PART 2Sales Data Analysis in Excel & Google SheetsSessions 4–5
PART 3Applied Projects: AI Assistants & AutomationSessions 6–8
Applied projects

Four automations, running in your organisation

01Session 6

Sales Playbook & Product Assistant

New sales staff and dealers ask about products, price rules or discount authority and get an answer with the section cited.

  1. INCatalogue & sales policy
  2. AIGrounded Gemini assistant
  3. OUTAnswer with the section cited
Built with Google AI Studio
02Session 6

Contract & Follow-up Alert Engine

Contract renewals, tender deadlines, guarantee expiry and promised follow-ups checked daily, with alerts 30, 15 and 7 days ahead.

  1. INContract & follow-up tracker
  2. RUNDaily Make scenario
  3. OUTAlert to the right owner
Built with Make · Sheets · Gmail
03Session 7

Discount & Quotation Approval Workflow

Discount requests routed by level to the sales manager, head of sales and finance, with margin checked and below-minimum quotes flagged.

  1. INQuotation request form
  2. RULESApproval routing script
  3. OUTApproved quote with reference
Built with Apps Script · Forms
04Session 8

PO & Visiting Card Extraction

Client purchase orders and visiting card photos become clean rows, with PO prices matched against the approved quotation.

  1. INPOs & visiting card photos
  2. AIGemini structured extraction
  3. OUTChecked rows in your sheet
Built with Gemini API · Drive

Capstone presentation

Each person presents one automation built for their own workplace.

Day 3 afternoon
Applied across every session

Responsible & Ethical AI in Sales

Fairness & Non-Discrimination

  • Where bias enters sales decisions: data, wording, criteria and past patterns
  • Proxy discrimination: address, age, gender or background inferred indirectly

Privacy & Data Protection

  • Data minimisation: collect only what the decision requires
  • Retention and deletion of client, prospect and dealer data

Honest Selling & Client Trust

  • No overpromising on delivery, features or results to close a deal
  • No false urgency or fake competitor claims in proposals

Accountability & Human Oversight

  • Human-in-the-loop by design: AI recommends, a named person decides
  • Who owns an AI-assisted decision when it is challenged

Workforce Impact & Your AI Use Policy

  • Talking to sales teams about AI without triggering job-loss fear
  • Reskilling and role redesign as AI absorbs routine work
Outcomes

By the end, your team can

  • Choose the right AI tool and write prompts that work first time
  • Maintain a prompt library covering your repeated sales tasks
  • Research accounts and write outreach that earns replies
  • Produce proposals, quotations and tender responses in your own format
  • Clean pipeline data and build a forecast dashboard
  • Build and deploy automations with Make, Apps Script and the Gemini API
  • Apply fairness, transparency and privacy to every AI-assisted decision

And leaves with

Account briefs and a 20-prospect outreach sequence
A proposal template, quotation format and objection playbook
A pipeline and forecast dashboard you can defend deal by deal
A grounded sales playbook & product assistant your colleagues can use
A contract & follow-up alert engine that reaches the right owner
Four deployed automations running in your own organisation
A written AI use policy for your own sales team

Tools your team will use

Chatbots
ChatGPTGeminiClaudeCopilotDeepSeek
Content
CanvaGammaCapCutGoogle Slides
Data
Microsoft ExcelGoogle SheetsPower Query
Workspace
GmailCalendarMeetFormsDrive
Automation & AI builds
MakeGoogle AI StudioApps ScriptGemini API
Sales tools
LinkedInPerplexityHubSpot free CRMLooker Studio

What participants need

  • A laptop with Excel and a Google account
  • Basic Excel comfort (VLOOKUP, Pivot Tables) and an export of your pipeline or sales report
  • One real work file to practise on from Session 2
  • No coding background required; free tiers only

How your team will learn

  • build-along classes (you work while the trainer works)
  • practise on your own workplace file, not dummy data
  • every session ends with a deliverable
  • Bangla delivery with English technical terms
  • recordings, prompt library and setup guides
  • certificate after capstone submission
Request a proposal

Bring this program to your sales team

Tell us about your team. We reply within one working day with a plan built around your own documents and workflows.

  1. 1 · A short discovery call with your sales lead
  2. 2 · We tailor examples to your masked files
  3. 3 · Offline at your office, or online live classes
Chat on WhatsApp
Request a proposal
AI & Data for Sales Professionals: Team Training, Offline or Online | Data Solution 360