Training course · ChatGPT · Sales

ChatGPT for Sales Teams

Use ChatGPT safely and productively at work: projects, custom GPTs, data analysis, Canvas and privacy settings in team workspaces.

Duration
1 day (7 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“ChatGPT for Sales Teams” is designed for roles such as Account managers and key account managers, Business and sales development representatives and Sales managers and directors and shows step by step how to use ChatGPT productively, safely and transparently in Sales – from the fundamentals to advanced workflows.

For many business teams, ChatGPT is the first AI tool they use every day – yet there is a methodical gap between asking the odd question and achieving real productivity gains. In this hands-on day you learn to apply ChatGPT deliberately to recurring work: drafting and editing text, summarising documents, analysing spreadsheets and structuring decision papers. You work with Projects that keep files and instructions together, with Canvas for reworking longer documents, and with data analysis for Excel and CSV files. Every exercise is based on genuine tasks from your own function.

The second focus is scale and responsibility. You build a custom GPT that knows your templates, tone of voice and review rules, and that colleagues across the workspace can use. We also clarify which data belongs in ChatGPT and which does not, how Team and Enterprise workspaces differ from personal accounts, and which settings matter for model training, memory and sharing. You leave with a personal prompt library, a working GPT and clear ground rules for using ChatGPT responsibly across your organisation.

In sales, the quality of preparation and customer communication decides whether a deal closes. Generative AI helps sales teams spend more time with customers and less on admin. AI assistants research companies and contacts from public sources, prepare call guides, draft personalised emails, summarise meeting notes and create proposal drafts. AI agents and automation maintain CRM data, prioritise leads and remind reps about follow-ups. For sales leaders, pipeline analysis and forecasting become faster and more transparent. The key is to use AI to support genuine relationships rather than mass, impersonal outreach. With clean CRM data, clear processes and privacy-compliant tools, AI becomes a productivity lever across the entire sales cycle.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Account managers and key account managers
  • Business and sales development representatives
  • Sales managers and directors
  • Inside sales and sales operations
  • Pre-sales and solution consultants

Typical challenges we address

  • Finding time for research and preparation alongside day-to-day business
  • Keeping CRM data complete and up to date
  • Creating tailored proposals and tender responses quickly
  • Assessing pipeline and forecast realistically

What you will be able to do

  • You write structured prompts that reliably produce usable results for your day-to-day tasks.
  • You organise your work in Projects and revise longer documents efficiently with Canvas.
  • You analyse spreadsheets and files with data analysis and critically verify the results.
  • You build a custom GPT for a recurring task and share it with your team.
  • Prepare customer meetings faster and more thoroughly with AI.
  • Create personalised outreach, proposals and follow-ups efficiently and authentically.
  • Automate CRM maintenance and pipeline analysis in compliance with the GDPR and marketing rules.

Course outline

Module 1 Foundations and effective prompting
  • How language models work: strengths, limitations and hallucinations
  • Building effective prompts with role, context, task and output format
  • Refining iteratively instead of starting over: follow-ups and correction loops
  • Choosing models and using web search and deep research appropriately
Module 2 Projects, Canvas and document work
  • Setting up Projects to group files, instructions and chats by topic
  • Summarising, comparing and interrogating long documents
  • Using Canvas to revise text and drafts section by section
  • Templates for emails, reports, minutes and presentation outlines
Module 3 Data analysis with spreadsheets and files
  • Uploading, cleaning and analysing Excel and CSV files
  • Calculating KPIs, replicating pivot logic and explaining variances
  • Generating charts and preparing them for presentations
  • Verifying results: checking calculation steps and sanity checks
Module 4 Custom GPTs for recurring tasks
  • Identifying and scoping good use cases for GPTs
  • Configuring instructions, knowledge files and conversation starters
  • Testing, improving and sharing a GPT within the workspace
  • Maintenance, change tracking for instructions and ownership in the team
Module 5 Privacy, workspaces and governance
  • Personal accounts versus Team and Enterprise workspaces
  • Settings for model training, memory, temporary chats and sharing
  • Handling personal and confidential data in line with GDPR
  • Internal usage policy and quality assurance for AI output
Module 6 Practice lab: Sales
  • Account research
  • Personalised outreach
  • Call preparation and objections
  • Meeting notes and CRM updates
  • Proposals and tenders
  • Pipeline analysis
Module 7 Data protection, quality & transfer to daily work
  • Customer data in sales is subject to the GDPR and to rules on unsolicited marketing by email and phone, which in Germany are particularly strict; researching and enriching personal data requires a legal basis. Confidential customer and pricing information belongs only in approved AI environments.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Account research

An AI assistant summarises public information on target companies, such as annual reports, press releases and job ads, and derives likely challenges, stakeholder roles and conversation starters.

Personalised outreach

Research and product knowledge are turned into individual emails, LinkedIn messages and follow-ups that address the customer's situation instead of sending generic templates.

Call preparation and objections

AI creates call guides with discovery questions, typical objections and suitable responses and simulates sales conversations as role plays to prepare for difficult meetings.

Meeting notes and CRM updates

Notes or transcripts are turned into structured summaries with next steps, decision-makers and budget information and entered into the CRM as a draft.

Proposals and tenders

AI helps assemble proposal text, value arguments and answers to RFP questionnaires from existing content blocks and tailor them to the customer's requirements.

Pipeline analysis

CRM exports are analysed, stalled opportunities identified and forecast risks commented on, so pipeline reviews focus on concrete actions rather than on updating spreadsheets.

Prerequisites

Confident use of office applications and a web browser; no prior AI knowledge is required. Feel free to bring your own non-confidential sample tasks from your daily work. You work in sales or inside sales and use a CRM system in your daily work.

Technical requirements

A laptop with an up-to-date browser and a ChatGPT account; a paid plan or access to your organisation's Team or Enterprise workspace is recommended for custom GPTs, Projects and data analysis.

Data protection & compliance

Customer data in sales is subject to the GDPR and to rules on unsolicited marketing by email and phone, which in Germany are particularly strict; researching and enriching personal data requires a legal basis. Confidential customer and pricing information belongs only in approved AI environments.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Mon, 23 November 2026 Online Request
  • Wed, 9 December 2026 Stuttgart Request
  • Thu, 7 January 2027 Online Request
  • Thu, 14 January 2027 Berlin Request
  • Wed, 27 January 2027 Online Request
  • Fri, 5 February 2027 Munich Request

Frequently asked questions

Do I need a paid ChatGPT licence for the course?

You can follow the fundamentals with a free account. However, features such as custom GPTs, Projects with larger files and advanced data analysis are tied to paid plans or come with far more generous limits there. Ideally you join with access to your organisation's Team or Enterprise workspace, so you practise under real conditions.

May I enter confidential company data into ChatGPT?

That depends on your plan, your contractual terms and your internal policy. In Team and Enterprise workspaces, content is not used for training by default, but GDPR and confidentiality obligations still apply. In the course you learn how to classify and anonymise data and how to choose the right settings.

How is a custom GPT different from a saved prompt?

A GPT bundles persistent instructions, knowledge files and optional tools such as web search or data analysis into a dedicated assistant. Colleagues can use it without any prompting skills and get consistent results. A saved prompt, by contrast, has to be copied and supplemented with context every time, which is far more error-prone.

May we use AI for automated cold outreach?

AI can prepare and personalise outreach, but the legal framework stays the same: in Germany, marketing emails generally require prior consent and B2B cold calling at least presumed consent. We show how to integrate AI into your prospecting process in a legally sound way across your target markets.

How do we connect AI to our CRM?

Many CRM systems offer built-in AI features or interfaces that automation platforms can use to read and write data. To get started, exports and copy-and-paste workflows are often enough. In the course we discuss which level of integration suits your team and how to safeguard data quality.

How much does “ChatGPT for Sales Teams” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 1 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

More courses for Sales Teams

More ChatGPT courses

All 45 ChatGPT courses

ChatGPT · MunichChatGPT · SalzburgChatGPT · BerlinChatGPT · AugsburgChatGPT · HanoverChatGPT · BremenChatGPT · StuttgartChatGPT · KaiserslauternChatGPT · Online