Franciszek KołpanowiczEpisteme AII have a plan for using AI in your company

Good place to startSecond day −20%

Sales · Purchasing · beginner

Generative AI Basics for Sales Teams

A first step for sales and purchasing teams who are just starting out. Less theory, more tasks from everyday work.

Copilot, ChatGPT · 1 day or 2 days · online or in person

November offer Until 30 November: second training day 20% off. 2-day package: PLN 8,994 instead of PLN 9,994.

Offer terms

For one team of up to 15 people booking two days of the same programme. Booking (written confirmation of the date) by 30 November 2026, delivery by 31 March 2027. Final price, VAT-exempt supply. Travel outside Kraków and the surrounding area is agreed separately.

For your manager

Business objective
The whole department moves, not one enthusiast
Who it is for
Staff in sales and purchasing departments: sales assistants, sales representatives and purchasing specialists who want to use AI tools to improve their daily work with customers and suppliers.
What the team will be able to do
  • A common foundation for the whole department
  • Faster emails, offers and call notes
  • Safe handling of customer data
Duration and format
1 day or 2 days, online or at your premises. Exercises on the participants’ own tasks, not examples from the internet.
Tool
Copilot, ChatGPT. I run the programme on the tool the company uses or plans to use.
Data security
In every programme: what may be shared with an AI tool and what stays in the company.
Indicative cost
From PLN 4,997 per day of in-company training, up to 15 participants, final price, no VAT added. The final quote depends on the scope, format and location of the training. VAT-exempt supply (Art. 113 of the Polish VAT Act).

Programme

Key information

Duration1 day
Target groupStaff in sales and purchasing departments: sales assistants, sales representatives and purchasing specialists who want to use AI tools to improve their daily work with customers and suppliers.
DescriptionThis training is intended for people working in sales and purchasing who want to explore the capabilities of generative AI and start using it in their daily tasks. The programme covers working with Microsoft Copilot.

During the training, participants will find out, among other things:

  • How generative AI works and how the available tools differ
  • How to build effective prompts with the KREDO method
  • How to analyse sales data and documents using AI
  • How to prepare sales offers and correspondence with customers
  • How to keep data secure when using AI

The training is based on working with Microsoft Copilot and includes a comparison with other tools available in the company (ChatGPT, Gemini).

Especially recommended forsales representatives, sales assistants, purchasing staff, import/export specialists, sales coordinators

Objective

The objective of the training is to familiarise participants with the capabilities of generative AI in the context of sales and purchasing work. The training covers the basics of how AI models work, effective prompting with the KREDO method, using Copilot Researcher to research markets, and creating AI agents that support sales processes. The training emphasises practical uses of Microsoft Copilot in a salesperson’s daily tasks: from analysing data and documents, through preparing offers, to simulating conversations with customers.

Programme

AI and Copilot Basics in a Salesperson’s Work

Module 1: The basics of generative AI

  • What generative AI is and how it works “under the hood”
  • Comparing the tools: Microsoft Copilot vs ChatGPT vs Gemini
  • AI hallucinations: what they are and how to prevent them
  • Privacy and data security in AI tools

Module 2: Prompt engineering: the KREDO method

  • The anatomy of an effective prompt: the KREDO model
  • “Best starter prompts” techniques: questions to the AI, generating options, correcting responses
  • Building KREDO prompts for sales and purchasing scenarios
  • Fast vs advanced models: when to use which

Module 3: Microsoft Copilot in a Salesperson’s Work

  • Copilot Researcher: in-depth search and analysis of information, researching foreign markets
  • Support in negotiations and communication with suppliers
  • Analysing documents in Copilot Chat: contracts, specifications, supplier terms (uploading files)
  • Personalising Copilot: memory and settings for a salesperson’s daily work

Module 4: Copilot in Microsoft 365 Applications

  • Copilot in Excel: analysing sales data, reports and price lists
  • Copilot in Word: drafting sales offers and contracts
  • Copilot in Outlook: correspondence with customers and suppliers, summaries of email threads
  • Copilot in PowerPoint: preparing offer presentations for the customer

Module 5: Next Steps

  • Summary
  • Recommended apps
  • Q&A session

Benefits for the organisation

  • Salespeople immediately use Copilot to analyse competitors’ offers, prepare correspondence and report on sales
  • The team knows the principles of using AI safely and does not share confidential customer data or commercial terms in public tools
  • Salespeople use Copilot where they actually work: in Excel for sales data, in Word for offers, in Outlook for customer correspondence
  • Preparing a sales offer and analysing supplier documentation is cut from hours to minutes
  • The organisation makes full use of the Microsoft 365 Copilot licences it has purchased, instead of leaving them unused

Organisational requirements

  • Login checked in advance on the training device
  • One workstation per person: a laptop for each participant, not shared
  • Stable Wi-Fi in the room for all participants working at the same time
  • A projector or large screen for the trainer’s presentation

Trainer

Franciszek Kołpanowicz: entrepreneur and certified AI trainer, helping leaders and teams increase their effectiveness through intelligent technologies. He has been published in, among others, Rzeczpospolita. He has more than 1,300 hours of experience working with generative AI and shares his knowledge at public events, including the “Manager in the Age of AI” training organised by Rzeczpospolita, and at the UKEN and PASE conferences.

His background in philosophy (Jagiellonian University) and his experience in IT quality control allow him to combine analytical thinking with asking the right questions. His own practical journey with AI showed him how this technology can become a real lever for growth.

Drawing on hands-on experience, he shows leaders and their teams how to use AI not only to work more efficiently but also to think more clearly and make faster business decisions. His AI training has, among other results, cut the time needed for routine analysis of multi-page legal documentation by 80%.

In his training sessions he pays particular attention to the participants themselves, drawing on their experience and needs as the work progresses. As a result, his sessions are not repetitive routine but an enriching and individual experience.

His mission is to make artificial intelligence a practical tool for development: business, intellectual and cultural.

Request a training proposal

I will tailor the programme to the team and send a quote within one working day.

Programme: Generative AI Basics for Sales Teams