AI tools for: Win-loss analyses, Territory plans, and Closing calls

Passt der Kurs zu dir?

1. 1
   Bring kaufmännische Grundlagen wie Deckungsbeitrag und Preiskalkulation mit, denn Vertriebsplanung arbeitet mit Umsatz- und Margenzielen.
2. 2
   Kenne vor der ersten Akquisekampagne § 7 UWG: Werbeanrufe bei Verbrauchern und Werbe-E-Mails brauchen eine vorherige ausdrückliche Einwilligung.
3. 3
   Kläre, ob dein Zielbetrieb mit HubSpot, Salesforce oder SAP arbeitet, denn mehrere Kurse sind auf ein bestimmtes CRM-System zugeschnitten.

Das lernst du

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   Program Objectives
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   This training program is open to anyone interested in expanding their professional skills. The practical examples and exercises are chosen so they map well to the daily work of Sales Managers; participation is expressly open to everyone, regardless of current professional role. The course teaches methods, tools, and content that can be applied in many different work contexts.
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   Practical Application for Sales Managers
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   The following typical tasks from the daily work of Sales Managers serve as worked examples in the exercises; they can be adapted to other fields of activity during the course

   Pipeline forecasts
   Pitch decks
   Closing calls
   Win-loss analyses
   Territory plans
   Course 1: OKR (Objectives and Key Results)
   Content
   The curriculum covers the fundamental principles and theory behind OKRs, including the rationale and mindset for leadership in dynamic environments. It details the OKR cycle, the construction of a strategic clarity pyramid, and the importance of fostering a supportive culture and psychological safety. Participants will learn to craft qualitative Objectives and engineer Key Results using metrics that measure impact. Implementation models, alignment strategies across the organization, and the transition from strategy to actionable initiatives and roadmaps are explored. The course also addresses the practical aspects of living OKRs through regular check-ins, the role of CFRs (Conversations, Feedback, Recognition) and coaching in focusing on people, and institutionalizing learning through reviews and retrospectives. Finally, it covers mastering and rolling out OKRs to drive transformation.
   Learning Objectives
   Understand the rationale and mindset for OKR implementation.
   Grasp the fundamentals and theory of the OKR framework.
   Navigate the complete OKR cycle.
   Build strategic clarity and a strategy pyramid.
   Foster a culture conducive to OKR success.
   Effectively set Objectives and Key Results.
   Craft compelling qualitative Objectives.
   Implement OKRs within an organization.
   Engineer measurable Key Results.
   Achieve organizational alignment through OKRs.
   Translate strategy into actionable initiatives and roadmaps.
   Conduct practical check-ins and reviews.
   Utilize CFRs and coaching for individual development.
   Institutionalize learning through retrospectives.
   Design and manage OKR transformation processes.
   Course 2: Marketing: Campaign Creation with AI
   The program begins with an introduction to campaign creation, bridging strategy and execution. It covers defining campaign objectives and types, identifying target audiences, and crafting compelling value propositions. Participants will learn to develop messages and creative hooks that generate interest and impact. The course explores channel selection and touchpoint optimization, as well as mapping the customer journey and campaign flow. Creation of campaign assets and advertising materials is addressed, alongside the practical setup of campaigns from concept to execution. Automation and process optimization for smarter planning and reduced repetition are discussed. Performance analysis and learning from campaign results are key components, as is effective reporting and presentation of outcomes. The course concludes with an outlook on future campaigns, emphasizing scaling and automation with AI.
   Understand the process of campaign creation from strategy to execution.
   Define clear campaign objectives and select appropriate campaign types.
   Identify target audiences and craft effective value propositions.
   Develop impactful messages and creative hooks.
   Select and optimize marketing channels and touchpoints.
   Map customer journeys and campaign workflows.
   Create necessary campaign assets and advertising materials.
   Execute campaign setups effectively.
   Leverage automation and process optimization.
   Analyze campaign performance and derive learnings.
   Report and present campaign results clearly.
   Explore AI-driven strategies for scaling and automating campaigns.
   Career Prospects
   The skills acquired in this program are applicable in various professional roles. In the OKR course, areas such as strategic planning, performance management, and organizational development are relevant. In the AI Marketing course, applications include marketing management, digital marketing, campaign management, and marketing analytics. The combined competencies prepare individuals for roles requiring strategic goal achievement and data-driven, AI-enhanced marketing execution.

1. 1

   Berlin

   23.11.2026 · Blended Learning · Teilzeit · 3–6 Monate · 1.000–5.000 €

2. 2

   Bremen

   23.11.2026 · Blended Learning · Teilzeit · 3–6 Monate · 1.000–5.000 €

3. 3

   Bielefeld

   23.11.2026 · Blended Learning · Teilzeit · 3–6 Monate · 1.000–5.000 €

4. 4

   Dortmund

   23.11.2026 · Blended Learning · Teilzeit · 3–6 Monate · 1.000–5.000 €

5. 5

   Bremen

   23.11.2026 · Blended Learning · Vollzeit · 1–3 Monate · 1.000–5.000 €

Förderwege

Wer deinen Kurs zahlt

Was dir die Qualifikation beruflich bringt

1. 1

   Neukunden planvoll gewinnen

   Du stellst Zielkontakte nach Branche und Unternehmensgröße zusammen, qualifizierst sie und führst sie im CRM durch die Phasen der Verkaufspipeline. Dabei lernst du, welche Ansprache per Telefon oder E-Mail rechtlich zulässig ist. Beispiel: Du ordnest die Kontakte einer Fachmesse im CRM nach Branchen und legst für jede Gruppe eine eigene Nachfassaktion an.

2. 2

   Vertriebszahlen auswerten und steuern

   Kurse zu Vertriebscontrolling, KPI-Dashboards und Forecasting zeigen, wie du Abschlussquoten, Pipeline-Wert und Umsatz je Gebiet auswertest. So erkennst du, welche Region oder welches Produkt hinter dem Plan liegt. Beispiel: Du baust ein Dashboard, das jede Woche neue Leads, offene Angebote und Abschlüsse je Verkäuferin zeigt.

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   Neue Geschäftsfelder bewerten

   Im Business Development analysierst du Märkte und Wettbewerber, beschreibst eine Zielgruppe und rechnest einen Geschäftsplan durch. Kooperationen mit Partnerfirmen bereitest du mit Verhandlungsunterlagen vor. Beispiel: Du prüfst, ob sich eine bestehende Software auch an Handwerksbetriebe verkaufen lässt, und stellst das Ergebnis der Geschäftsführung vor.

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