Introduction 活动简介

在数字化转型浪潮中,人工智能(AI)正深刻重塑销售与产品研发模式。AI技术不仅能自动化处理大量重复性工作,还能通过深度数据分析优化决策,助力销售与产品工程师实现工作效率的跨越式提升与专业能力的智能化升级。


近年来,以DeepSeek、文心一言、Kimi等为代表的国产AI大模型,在客户开发、需求分析、产品设计、方案定制等销售与产品研发核心领域展现出强大价值。从业者不再局限于传统的客户沟通与产品参数设计,而是借助AI解锁智能化客户管理、精准化需求分析、自动化方案生成等新模式,显著提升工作效能与业务质量。


本课程基于销售与产品工程师的实际工作场景,结合AI工具落地实践,系统讲解如何通过AI提升核心工作的执行效率、数据分析能力与决策水平。课程将通过理论讲解+案例分析+实操演练,帮助学员掌握AI工具使用方法并在实际工作中灵活应用,推动其从传统执行角色向战略价值创造者转变。


In the wave of digital transformation, Artificial Intelligence (AI) is profoundly reshaping sales and product R&D models. AI technologies not only automate repetitive tasks but also optimize decision-making through in-depth data analysis, empowering sales and product engineers to achieve leapfrog improvements in work efficiency and intelligent upgrades in professional capabilities.


In recent years, domestic AI large models represented by DeepSeek, Doubao, ERNIE Bot, Kimi, etc., have demonstrated strong value in core fields of sales and product R&D, including customer development, requirement analysis, product design, and solution customization. Practitioners are no longer confined to traditional customer communication and product parameter design; instead, they leverage AI to unlock new modes such as intelligent customer management, precise requirement analysis, and automated solution generation, significantly enhancing work efficiency and business quality.


This course is based on the real-world work scenarios of sales and product engineers, combined with the practical implementation of AI tools. It systematically explains how to use AI to improve execution efficiency, data analysis capabilities, and decision-making levels in core tasks. Through theoretical explanations, case analyses, and hands-on exercises, the course helps participants master AI tool usage and apply them flexibly in practice, driving their transformation from traditional executors to strategic value creators.

Target Audience 建议参与人群

本课程适合销售岗位从业者、产品经理、售前/售后工程师及相关技术人员。

This course is suitable for sales professionals, product managers, pre-sales/post-sales engineers, and related technical personnel.

 

Venue 场地

培训教室

上海市虹口区辽宁路244号1930国际设计园108室
Room 109, No. 244, Liaoning Road, Hongkou District, Shanghai

Shanghai, 上海市, China

If you have any questions please contact Xin Li

Contact Organizer

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Outlines 活动大纲

课程概要:

模块一:AI在销售与产品研发领域的应用概述

AI与销售/产品研发的融合

  • AI技术在销售与产品研发中的角色与重要性
  • AI如何改变传统销售模式与产品研发流程

国内免费AI产品推荐

  • 通用AI大模型:DeepSeek、豆包、KIMI、文心一言、通义千问、讯飞星火
  • 垂类AI工具:秘塔搜索、WPS AI、剪映AI、CodeGeex(代码生成)
  • 各AI大模型相对优势:DeepSeek(中文理解与生成能力强)/Kimi(长文本与PPT生成)/文心一言(商务文案撰写)/通义千问(数据分析)/秘塔搜索(行业信息检索)/智谱(技术文档生成)
  • 案例实战:初步对话了解各工具输出特点与优势


模块二:AI方法篇

驱动AI的钥匙

  • 什么是提示词(指令)
  • 好的提示词的3大标准(明确性、完整性、精准性)

提示词3大提问技巧

  • 提示词万能公式:角色定义+问题描述+输出目标+要求补充
  • 指令式提问:确保获取精准答案(如"生成客户跟进计划模板")
  • 角色扮演式提问:秒变行业专家(如"模拟资深销售制定谈判策略")
  • 关键词提问:让回答更具针对性(如"产品痛点+解决方案+数据支撑")
  • 案例实战:基于销售/产品岗位场景产出提示词模板(如客户需求分析模板、产品方案生成模板)

 

模块三:AI在销售与产品研发各大模块中的应用实战

AI提升销售效能

  • AI驱动客户开发:自动化客户画像分析与精准拓客策略
  • 销售话术优化:利用AI编写高转化率沟通话术
  • AI客户管理:智能分析客户需求与成交概率预测
  • 智能销售助手:AI在谈判流程中的实时建议与风险预警
  • 销售数据复盘:AI助力销售业绩分析与策略优化

AI赋能产品研发与优化

  • 需求智能分析:AI在市场需求调研与用户反馈分析中的应用
  • 个性化产品方案:AI辅助制定差异化产品解决方案
  • 自动化设计支持:利用AI加速产品原型设计与参数优化
  • 技术文档生成:AI自动生成产品说明书、技术白皮书
  • 产品迭代优化:AI在售后数据挖掘与功能改进中的应用

AI辅助制定商业方案

  • 商业计划书智能生成模板开发
  • 市场策略合规性自动诊断
  • 竞争分析报告生成与优化建议

用AI构建行业知识库

  • 需求分析与目标明确(销售话术库/产品技术库)
  • 数据收集与处理(客户案例/技术参数)
  • 自然语言处理与知识抽取(关键信息提炼)
  • 智能问答与推荐系统(销售场景应答/技术问题解答)
  • 动态更新与维护(市场动态/技术标准更新)


模块四:AI辅助日常办公与专业输出

AI赋能商务写作

  • 商务公文写作:各类合同、协议自动生成
  • 销售报告撰写:业绩分析、市场动态报告亮点提炼
  • 会议纪要整理:关键决策与行动项智能提取
  • 文档精华提炼:快速压缩产品手册、市场调研报告
  • 创意方案策划:促销活动、产品发布会方案生成
  • 内容改写与翻译:多语言产品资料一键转换
  • 邮件智能撰写:商务邮件结构优化、语法纠正与风格调整
  • 案例实战:使用AI撰写产品合作协议

AI赋能PPT高效汇报

  • 首款PPT AI插件:一键生成销售方案PPT
  • 交互式PPT制作:聊天式生成产品路演PPT
  • 使用DeepSeek创建PPT大纲框架(销售策略/产品规划)
  • 使用Kimi、iSlide工具:智能匹配行业素材与设计模板
  • PPT视觉优化:AI抠图、产品图片高清修复、场景图生成
  • 案例实战:使用AI制作产品发布会PPT

AI赋能数据处理与分析

  • 智能化销售数据分析:客户转化率、产品销量预测模型
  • AI扮演数据分析师:自动生成产品性能对比报表
  • 市场数据收集与分析:公开行业报告智能解读
  • 案例实战:使用AI打造销售业绩数据仪表盘

AI赋能音视频创作

  • 销售视频脚本生成:产品卖点视频一键策划
  • 产品演示视频生成:无需复杂剪辑快速制作
  • 数字人应用:产品讲解视频虚拟出镜
  • 智能配音与字幕:产品宣传视频自动化处理
  • 企业音乐生成:免费制作产品推广主题曲
  • 案例实战:使用剪映AI快速制作产品介绍视频

Outlines:

Module 1: Overview of AI Applications in Sales and Product Engineers

Integration of AI with Sales/Product Engineers

  • Role and significance of AI technologies in sales and product Engineers
  • How AI transforms traditional sales models and product R&D processes

Recommendations for Domestic Free AI Products

  • General-purpose AI large models: DeepSeek, Doubao, Kimi, ERNIE Bot (Wenxin Yiyan), Tongyi Qwen, iFlytek Spark
  • Vertical AI tools: Metaso, WPS AI, Capcut, CodeGeex (code generation)
  • Relative advantages of each AI large model:

DeepSeek (strong Chinese understanding and generation)

Kimi (long-text and PPT generation)

ERNIE Bot (business copywriting)

Qwen (data analysis)

Metaso Search (industry information retrieval)

Zhipu AI (technical document generation)

  • Case Practice: Preliminary dialogue to understand output characteristics and advantages of each tool


Module 2: AI Methodology

The Key to Driving AI

  • What is a prompt
  • Three standards for effective prompts for an effective prompt: clarity, completeness, precision

Three Prompting Techniques to Avoid Generic Responses

  • Universal prompt formula: role definition + problem description + output goal + supplementary requirements
  • Command-style prompting: ensure precise answers (e.g., "Generate a customer follow-up plan template")
  • Role-play prompting: simulate industry experts (e.g., "Pretend to be a senior sales to formulate negotiation strategies")
  • Keyword prompting: make responses more targeted (e.g., "product pain points + solutions + data support")
  • Case Practice: Create prompt templates based on sales/product job scenarios (e.g., customer need analysis template, product solution generation template)


Module 3: Practical Application in Sales and Product R&D Modules

AI-Enhanced Sales Efficiency

  • AI-driven customer development: automated customer profiling and precise lead generation strategies
  • Sales script optimization: use AI to write high-conversion communication scripts
  • AI customer management: intelligent analysis of customer needs and deal probability prediction
  • Intelligent sales assistant: real-time suggestions and risk warnings in negotiation processes
  • Sales data review: AI-powered sales performance analysis and strategy optimization

AI-Enabled Product R&D and Optimization

  • Intelligent requirement analysis: AI application in market demand research and user feedback analysis
  • Personalized product solutions: AI-assisted development of differentiated product solutions
  • Automated design support: use AI to accelerate product prototype design and parameter optimization
  • Technical document generation: AI auto-generate product manuals and technical whitepapers
  • Product iteration optimization: AI in after-sales data mining and feature improvement

AI-Assisted Business Solution Development

  • Intelligent generation template development for business plans
  • Automated compliance diagnosis of market strategies
  • Competitive analysis report generation and optimization suggestions

Building Industry Knowledge Bases with AI

  • Requirement analysis and goal clarification (sales script library/product technical library)
  • Data collection and processing (customer cases/technical parameters)
  • Natural language processing and knowledge extraction (key information refinement)
  • Intelligent Q&A and recommendation systems (sales scenario responses/technical problem solving)
  • Dynamic update and maintenance (market trends/technical standard updates)


Module 4: AI-Assisted Daily Office and Professional Output

AI-Enabled Business Writing

  • Business document writing: automatic generation of various contracts and agreements
  • Sales report preparation: performance analysis and market trend report highlight extraction
  • Meeting minutes collation: intelligent extraction of key decisions and action items
  • Document summarization: quick compression of product manuals and market research reports
  • Creative plan formulation: promotion activities and product launch plan generation
  • Content rewriting and translation: one-click conversion of multilingual product materials
  • Intelligent email writing: business email structure optimization, grammar correction, and style adjustment
  • Case Practice: Use AI to write product cooperation agreements

AI-Enabled Efficient PPT Reporting

  • First PPT AI plugin: one-click generation of sales plan PPT
  • Interactive PPT production: chat-style generation of product roadshow PPT
  • Use DeepSeek to create PPT outline frameworks (sales strategies/product planning)
  • Use Kimi and iSlide tools: intelligent matching of industry materials and design templates
  • PPT visual optimization: AI image matting, product image HD restoration, and scene image generation
  • Case Practice: Use AI to create product launch PPT
  • AI-Enabled Data Processing and Analysis
  • Intelligent sales data analysis: customer conversion rate and product sales prediction models
  • AI acting as data analyst: automatic generation of product performance comparison reports
  • Market data collection and analysis: intelligent interpretation of public industry reports
  • Case Practice: Use AI to build a sales performance data dashboard

AI-Enabled Audio-Video Creation

  • Sales video script generation: one-click planning of product selling point videos
  • Product demo video generation: quick production without complex editing
  • Digital human application: virtual appearance in product explanation videos
  • Intelligent dubbing and subtitles: automated processing of product promotion videos
  • Enterprise music generation: free production of product promotion theme songs
  • Case Practice: Use Capcut AI tools to quickly produce product introduction videos