During this 1 day session, participants will be guided on the following :

1. Introduction

• Overview of how AI is transforming sales in SMEs
• Ice breaker challenge

2. How Gen AI works for sales role

• Key concepts : what is Gen AI ?
• What ChatGPT and other large language models (LLMs) can do for sales ?
• Understanding limitations : Ethnical considerations, hallucinations and accuracy
• Exercises : Use ChatGPT for crafting tailored clients' emails, generate simple visuals with Google Gemini for account presentations or updates

3. Data-Driven Sales and Account Management

• Organising sales and client data for AI
• Streamline CRM data for personalised insights
• Identify upsell opportunities using ChatGPT analytics
• Account review automation : create clients' summaries and recommendations
• Exercises : Generate client status reports with retention and upsell strategies, craft follow-up plans for inactive clients

4. Quarterly Sales Planning and Budgeting

• AI for planning : use ChatGPT to analyse sales trends and set realistic goals for the next quarter, generate forecasts based on historical data and current market trends
• AI for budgeting : use AI to allocate budgets across activities like lead generation, client retention and campaigns, explore cost-cutting strategies using AI efficiency tools
• Exercises : draft a quarterly sales plan with Gen AI, including objectives, KPIs and timelines, create a basic budget breakdown for a mock sales campaign using AI insights

5. Microsoft Copilot Introduction

• Understanding Microsoft Copilot for consumers and businesses
• Demo of Microsoft Copilot Enterprise features in Words, Excel and Powerpoint for sales functions

6. Content Creation for Sales Enablement

• Generating sales collaterals : create impactful account update visuals or performance dashboards
• Design visually engaging proposals for upselling or cross-selling
• Exercises : combine Gen AI outputs for account reviews or sales pitches, create a mini campaign with an email, social post and visual asset for key accounts

7. Objection Handling and Closing Deals

• AI-powered role play : simulate common objections with ChatGPT and craft responses in real time
• Tools for negotiation : use ChatGPT to generate alternative solutions or justifications for discounts
• Activity : Practice handling objections and proposing upsell solutions with AI crafted talking points

8. Group Challenge : Quarterly Plan and Client Growth

• Scenario exercises : teams collaborate on a mock quarterly sales plan
• Use ChatGPT to forecast sales trends and set SMART objectives
• Draft a quarterly budget allocation for lead generation, retention and campaigns
• Generate visuals with Gen AI to present the plan, including account growth strategies
• Presentation and Feedback : Teams present their plans for constructive feedback

9. Final Q&A

(This training session is available in Mandarin. Please contact Programme Manager for details).

Note : This is a full day hands-on practical workshop with interactive group discussions in-between. Participants are expected to have their Google Gemini, DeepSeek and ChatGPT 3.5 sign-in account ready before class starts.

At the end of the workshop, participants would be able to learn about :

• Personalization Techniques: How to use generative AI to craft tailored emails, proposals, and pitches that resonate with clients' needs and preferences
• Data-Driven Insights: Leveraging AI tools to analyze customer data, identify trends, and discover new business opportunities
• Automation: Streamlining routine tasks such as follow-up emails, lead generation and query handling to save time and boost efficiency
• Customer Interaction Simulations: Practicing and improving communication strategies through AI-driven simulations of client conversations
• Content Creation: Generating engaging marketing materials, presentations and sales collateral quickly and effectively
• AI Ethics and Best Practices: Understanding ethical considerations, data privacy and responsible AI usage.

Participants would be able to harness AI to enhance productivity, improve client engagement and achieve better sales outcomes

"All the demos are great." ----- Peter Mah, SVP, Global Sales

"A very useful workshop." ----- Amy Ang, Director of Commercial Strategy

This workshop is specially designed for sales and business development professionals seeking to elevate their performance through generative AI tools and techniques. It is ideal for those involved in client engagement, lead generation, strategic decision-making and uncovering new business opportunities. This workshop provides valuable insights and practical skills to allow learners to harness the power of generative AI effectively.