ChatGPT & Co. in Sales - Advanced
Intelligently Automate Sales Processes with AI Agents and Microsoft 365
Contents
Module 1 – Automating Lead Generation and Qualification
- Identifying Recurring Sales Research Tasks: From a One-Time Prompt to a Reliable Routine.
- Systematically tap into sources: press releases, job postings, funding news, Google Alerts, and industry portals.
- Translate your Ideal Customer Profile (ICP) into clear search, filter, and evaluation criteria.
- AI-powered lead scoring: Define evaluation criteria transparently and replace gut feelings.
- Building a Custom GPT "Daily Lead Scout" in ChatGPT – Configuring Instructions, Knowledge, and Behavior.
- Structured outputs (table, JSON) for seamless export to Excel or SharePoint.
- Live Exercise: Building Your Own Lead Scout for Your Target Industry.
Module 2 – Building Sales Agents and Chaining Routines
- What an AI agent can do—and where humans remain in the loop (Augmented Intelligence as a Design Principle).
- Custom GPTs as Sales Specialists: Configure a Quote Outliner, e-mail, and Meeting Planner.
- Trainer Demo: Claude Projects and Claude Code Offer a Glimpse into Agent Development Beyond ChatGPT.
- Getting Started with Microsoft Power Automate: Triggers, Actions, and AI Building Blocks in the M365 Environment.
- Testing and Validating AI Workflows: Quality, Approvals, and Fault Tolerance.
- From Pilot to Rollout: How Teams Adopt AI Automation for the Long Term.
- Intelligently link sales processes: Outlook trigger → AI action → SharePoint or Excel entry.
- Practical example: Automatically generate a pre-qualified lead card from an incoming inquiry.
- Practical Exercise: Your 30-Day Automation Roadmap with Simple ROI Logic for Discussing with Your Manager.
Learning environment
In your online learning environment, you will find useful information, downloads and extra services for this training course once you have registered.
Your benefit
Day-to-day sales work is full of repetitive tasks—research, lead qualification, preparation, and standard communication. Intraining , youtraining these taskstraining intelligent, AI-powered processes that take routine tasks off your hands and free you up for value-added customer work: better leads, faster preparation, and less manual work between your systems.
- You'll develop automated AI workflows based on recurring sales tasks.
- You create your own custom GPTs and use them as specialized sales agents.
- You'll automate your initial sales processes using Microsoft Power Automate and your existing M365 tools.
- You'll recognize which processes can be usefully automated—and where human decisions remain crucial.
- You evaluate the benefits of your automations using a simple ROI approach and present a compelling case to executives and stakeholders.
- You'll leave the training two ready-to-use Custom GPTs and a concrete 30-day roadmap for implementation in your company.
- The content of this training supports the obligation to provide evidence of the promotion of AI competence within the meaning of Art. 4 EU AI Regulation.
Methods
Practical live demos, guided setup of your own custom GPTs, hands-on exercises with Microsoft Power Automate, pair programming in small groups, input from trainers, as well as peer-to-peer exchange and feedback. Using real-world application scenarios, you’ll develop and test your own sales automation solutions and apply the results directly to your daily work. You’ll use modern AI and automation tools such as ChatGPT, custom GPTs, Microsoft Power Automate, Microsoft Outlook, and SharePoint, along with supplementary insights into Claude Projects and Claude Code.
Tool
Recommended for
Sales professionals and managers, sales persons, sales managers, account managers, key account managers, employees , as well as those responsible for sales operations and business development who want to efficiently automate recurring sales processes using AI and built-in Microsoft 365 tools and integrate them productively into their daily workflows. Also suitable for sales directors, heads of sales, and junior sales managers who want to provide their teams with a practical introduction to sales automation using the existing built-in features of Microsoft 365.
Some initial hands-on experience with ChatGPT or similar AI tools is recommended. Attending the introductory seminar “ChatGPT & Co. in Sales – Basics” (BNR: 35287) will provide you with the recommended foundational knowledge and serve as the ideal preparation.
- Customized training courses
- Direct application in practice
- Efficient use of time and resources
Further recommendations for “ChatGPT & Co. in Sales - Advanced”
Start dates and details
Thursday, 17.09.2026
09:00 am - 5:00 pm
Tuesday, 08.12.2026
09:00 am - 5:00 pm
Wednesday, 03.02.2027
09:00 am - 5:00 pm
Tuesday, April 13, 2027
09:00 am - 5:00 pm
Thursday, June 10, 2027
09:00 am - 5:00 pm
Friday, July 23, 2027
09:00 am - 5:00 pm
Monday, September 20, 2027
09:00 am - 5:00 pm
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