Sponsor discovery
Clarify priority Sales outcomes, current reporting pain points, review cadence and management expectations.
ENTERPRISE AI CAPABILITY PROGRAM
AI for Sales
Turn recurring Sales and MIS work into structured, refreshable workflows. Participants use AI and Microsoft 365 tools to prepare data, reconcile payments, automate debtor and performance reports, identify exceptions, prioritize follow-up and convert analysis into management-ready communication.
Built around approved Sales data and business rules Human review retained for financial and customer actions
8 hoursFull-day flagship format
7 modulesData workflow to agent design
3 core casesReconciliation, debtors and performance
12+ workflowsSales, MIS, action and reporting
PREVIOUS PROGRAM HIGHLIGHTS
Sales teams working on real reporting and decision workflows.
Hands-on enterprise sessions centered on live analysis, facilitator demonstrations and team-based use-case design.
Explore the momentsSwipe to explore
WHY THIS PROGRAM
Sales performance improves when reporting turns into action faster.
Sales and MIS teams often spend recurring effort cleaning bank or ERP files, reconciling customer payments, rebuilding debtor reports, preparing target-versus-achievement views and translating findings into follow-up lists or management decks.
This program shows how AI can help structure those workflows, preserve business rules, surface exceptions and create repeatable outputs while keeping validation and commercial decisions with the responsible team.
CUSTOMIZED FOR YOUR BUSINESS
One workflow architecture.
Your ERP, bank files, rules and review formats.
Before delivery, Ivy maps the client's Sales and MIS process, source-file structures, approved Microsoft 365 environment, customer and product hierarchies, validation requirements, management-reporting formats and human-approval boundaries. Exercises are then configured around the organization's actual or sanitized files and expected outputs.
TRUSTED BY ENTERPRISE TEAMS
Organizations we have worked with
Enterprise learning experiences designed for leaders and teams across industries.
CONFIGURED, NEVER OFF-THE-SHELF
We assess the workflow before we design the classroom.
Every engagement begins with participant pre-screening and an AI maturity baseline, followed by a working-session review of recurring Sales and MIS processes. The findings determine tool depth, case complexity, source files, business rules, demonstrations and success measures.
AI & COPILOT FLUENCYSALES DATA READINESSREPORTING PROCESS MATURITYAGENT & AUTOMATION READINESS
Participant pre-screening
Map roles, Excel and Copilot comfort, current AI usage, recurring tasks and practical barriers.
Workflow baseline
Review bank, ERP, target, debtor and reporting inputs together with current manual steps and validation points.
Curriculum configuration
Select client-relevant files, business rules, reporting dimensions, exceptions, demonstrations and agent use cases.
Outcome design
Agree measurable learning, completion, time-saving, adoption and pilot-readiness targets before delivery.
What changes by client
ERP structure, bank format, customer codes, product hierarchy, ageing logic, target definitions, exception rules, tools, output templates and approval flow.
What remains consistent
Source validation, transparent business rules, repeatable refresh logic, human review, protected customer data, measurable outcomes and a path to controlled implementation.
FLAGSHIP OUTLINE
Eight hours.
From raw files to repeatable Sales workflows.
The full-day format uses focused concepts, three connected case studies, guided management reporting, Copilot Agent design and an integrated mini-capstone. It creates working prototypes and repeatable process designs rather than a complete production automation in one day.
AI and Prompt Design for Sales Data Workflows
Distinguish AI assistance, repeatable automation, agentic workflows and selective autonomous execution. Use the RICF structure to define inputs, business rules, expected outputs, validation checks and exception handling.
Bank Statement Preparation and Reconciliation
Clean and standardize bank statements, extract useful narration information, prepare customer mappings, classify matched or unmatched items, flag duplicates and build validation totals for a repeatable refresh process.
Automated Debtor Reporting
Combine payment and ERP data, map receipts to outstanding amounts, separate TMT and Structural outputs, identify overdue and unadjusted cases, assign follow-up priority and create a management exception list.
Sales Performance Reporting Pack
Prepare one clean ERP reporting table and use it to generate RGH_TMT targets, target-versus-achievement analysis, dealer-wise and product-wise summaries, variance indicators and management observations.
Management Insights, Actions and Report-to-Presentation Workflow
Interpret completed MIS outputs, separate observation from inference and recommendation, then create an executive summary, a five-slide review structure, an action tracker, follow-up communication and escalation messages.
Copilot Agents for Sales and MIS Workflows
Design a practical Sales MIS Copilot Agent using approved reports, reporting rules and process instructions. Define users, knowledge sources, calculations, questions, outputs, controls, escalation rules and mandatory human approvals.
Integrated Mini-Capstone and Implementation Planning
Document one end-to-end workflow from source-file preparation through transformation, reporting, exception identification, management summary, action tracking and potential Copilot Agent application. Finish with a 30-day implementation action plan.
SALES + MIS USE-CASE LIBRARY
Recurring Sales work becomes the learning material.
Activities use approved or sanitized data and keep customer mappings, financial adjustments, credit decisions, ownership assignments and external communication under human control.
BANK DATA01
Bank Statement Preparation Copilot
Read the raw statement structure, propose cleaning steps, standardize dates and amounts, extract narration details and generate validation checks.
RECONCILIATION02
Payment Matching Assistant
Support customer-code mapping, identify fully or partially matched receipts, surface unadjusted payments and route ambiguous items for review.
DEBTORS03
Debtor Review Agent
Summarize outstanding positions, highlight ageing and high-value cases, detect payments received but not adjusted and prepare review priorities.
COLLECTIONS04
Follow-Up Prioritization Copilot
Apply approved business rules to classify urgent follow-up, create customer-level action categories and draft recommended internal comments.
TMT + STRUCTURALS05
Debtor Output Automation
Generate separate TMT and Structural debtor outputs from combined source data while validating counts and totals against original files.
PERFORMANCE06
Target vs Achievement Copilot
Calculate achievement percentage and variance, identify zero or below-target cases and produce management observations around priority gaps.
CHANNEL SALES07
Dealer Performance Analyzer
Produce dealer-wise summaries, top and bottom dealer views, inactive or declining dealer flags and concentration indicators.
PRODUCT MIX08
Product Analysis Copilot
Create product-wise summaries and dealer-product matrices, inspect product mix and identify product-performance concerns.
MANAGEMENT MIS09
Weekly Sales Review Agent
Read approved reports, answer recurring review questions, surface critical exceptions and prepare a consistent weekly management summary.
EXECUTIVE COMMUNICATION10
Report-to-Presentation Copilot
Convert completed analysis into a one-page briefing, a five-slide review structure and evidence-grounded management communication.
ACTION MANAGEMENT11
Customer Action Tracker
Convert approved observations into owner, deadline and status fields, then prepare internal reminders and escalation drafts for review.
AGENTIC WORKFLOW12
Sales MIS Copilot Agent
Use approved debtor, dispatch, target and dealer reports with defined instructions, output formats, exception rules and human-approval gates.
FEATURED CORE CASE
Automated debtor reporting and collection prioritization
Teams move from payment and ERP source files to mapped debtor outputs, exception indicators and a management follow-up list. Validation remains anchored to source totals, and AI-generated recommendations are separated from approved business actions.
Prepare data → Map receipts → Calculate debtors → Flag exceptions → Prioritize action
FEATURED REPORTING CASE
One ERP source, multiple refreshable Sales reports
Participants create a clean reporting table, then reuse it for target reporting, achievement analysis, dealer performance, product mix and management observations instead of maintaining separate manual reports.
ERP source → Clean table → Targets → Variance → Dealer + product MIS
AI AUTOMATION ECONOMICS
Measure the recurring work before deciding what to automate.
Sales automation value depends on frequency, manual effort, data quality, exception rates and the control required around financial or customer actions. Teams learn to separate a useful guided prototype from a production workflow that needs integration, monitoring, governance and ownership.
BASELINE EFFORTTime spent preparing statements, reconciling payments, rebuilding reports and preparing review packs
PROCESS FREQUENCYDaily, weekly or monthly refresh cadence and the number of users or reports affected
IMPLEMENTATION COSTLicences, connectors, workflow build, testing, integration, maintenance and support
DATA READINESSStable identifiers, consistent file structures, mapping tables and approved business rules
VALUE DRIVERSTime saved, shorter reporting cycles, consistent outputs, faster exception detection and improved follow-up focus
CONTROL COSTValidation, access controls, auditability, human approval and periodic review of agent instructions
HOW WE DELIVER
Assess. Configure. Build. Measure.
The workshop is the first stage of a controlled Sales and MIS automation journey. Each workflow includes input definitions, transformation logic, output requirements, validation checks, manual intervention points and ownership.
Assess & configure
- Sponsor and process-owner discovery
- Participant pre-screening
- AI maturity pre-assessment
- ERP, bank and reporting-file review
- Business-rule, KPI and control mapping
Build & validate
- RICF prompting for recurring workflows
- Three hands-on Sales and MIS cases
- Source-total and exception validation
- Management-summary and action outputs
- Copilot Agent design with approval gates
Activate & measure
- Post-assessment and cohort report
- Prompt, checklist and agent templates
- Selected workflow implementation plan
- 30-day adoption and time-saving pulse
- Pilot shortlist with success measures
OUTCOMES & IMPACT METRICS
Targets a Sales sponsor can track.
Final targets are agreed after pre-screening and workflow baseline review. These percentages are proposed measurement targets, not claims about universal performance.
AI + workflow fluency
Improvement between pre- and post-assessments covering prompting, workflow design, responsible use, validation and Copilot Agent concepts.
MEASURE: PRE/POST SCOREApplied capability
Participants completing the guided bank, debtor, reporting or agent-design activity to the agreed validation standard.
MEASURE: TASK RUBRICValidation discipline
Each selected workflow documents source checks, validation totals, exception handling and mandatory human-review points.
MEASURE: CONTROL CHECKLISTAdoption behavior
Participants applying at least one approved Sales or MIS prompt, reporting workflow, checklist or Copilot Agent pattern within 30 days.
MEASURE: FOLLOW-UP PULSEProductivity case
Estimated reduction in preparation time for a selected recurring workflow, validated against a baseline before any scale claim.
MEASURE: TIME PER REFRESHImplementation readiness
A documented workflow with inputs, business rules, outputs, controls, owner, refresh frequency, expected benefit and immediate next action.
MEASURE: 30-DAY ACTION PLAN The workshop source specifies validation checks, expected time saving and 30-day implementation planning, but no fixed outcomes. Replace these configurable targets with actual achieved results after delivery.
CLIENTS MENTIONING IVY
See the programs through our clients' LinkedIn posts.
Explore the professionals and client organizations connected with Ivy Professional School's leadership programs.
Preeti N Shah
Bennett Coleman & Co. Ltd.
“A big thank you to Prateek Agrawal for making the sessions so fun, practical, thought-provoking & easy to connect with real-world HR challenges.VIEW LINKEDIN POST →
Kanchan Bose
MSP Steel
“A big thank you to Mr. Prateek Agrawal for delivering highly practical sessions focused on real business applications of AI. It was great to explore how AI can enhance productivity, automate routine tasks, and support better decision-making.VIEW LINKEDIN POST →
Devanganaa Sharma
Bennett Coleman & Co. Ltd.
“The AI for HR workshop was less about learning another tool and more about understanding what’s becoming possible.VIEW LINKEDIN POST →
A special thanks to Prateek Agrawal for spending these two days with us and generously sharing his knowledge, perspectives and, quite literally, some serious AI wisdom!
WHAT PARTICIPANTS TAKE BACK
A Sales MIS toolkit designed for the next reporting cycle.
01Sales and MIS prompt templateA reusable RICF structure for recurring data and reporting requirements.
02Bank-statement and reconciliation checklistsCleaning, mapping, duplicate, balance and total-validation controls.
03Debtor-report automation workflowPayment and ERP mapping logic with exception and follow-up templates.
04Performance-analysis prompt setTarget-versus-achievement, dealer-wise and product-wise analysis prompts.
05Management reporting packSummary, report-to-PowerPoint and customer action-tracker templates.
06Copilot Agent design blueprintKnowledge sources, instructions, controls, outputs and human-approval points.
0730-day implementation planOne selected workflow documented with owner, refresh cadence, expected time saving, risks and next action.
FROM WORKSHOP TO CONTROLLED AUTOMATION
A phased Sales transformation journey
Capability + baseline
Build common workflow language, document recurring tasks and validate a guided prototype using approved files.
Workflow pilots
Stabilize data inputs, rules, refresh steps, controls and ownership for selected high-frequency Sales and MIS processes.
Copilot Agent rollout
Deploy approved knowledge and instructions with monitoring, human approvals and periodic review before wider scale.
FREQUENTLY ASKED QUESTIONS
AI for Sales and MIS automation, answered.
Who is this AI for Sales and MIS program designed for?
The program is designed for Sales teams, MIS owners, commercial managers, finance-linked Sales operations and business leaders responsible for recurring reporting, reconciliation and follow-up workflows.
Which tools are used during the program?
The program is configured around the client's approved AI and Microsoft 365 environment, including Excel and Copilot where available. Exercises can use actual approved files or sanitized equivalents.
Does the workshop automate our full production process?
No. The workshop creates guided prototypes and repeatable workflow designs. Production automation requires stable inputs, integration, testing, monitoring, governance, ownership and approval controls.
How is financial and customer data protected?
Activities use approved or sanitized data, preserve source-total validation and keep customer mapping, financial adjustment, credit, ownership and external communication decisions under human control.
What do participants take back after the workshop?
Participants receive reusable prompts, reconciliation and validation checklists, reporting templates, a Sales MIS Copilot Agent blueprint and a 30-day implementation plan.
DESIGN YOUR PROGRAM
Bring your Sales workflows.
We will build the learning around them.
Share your ERP and reporting environment, approved AI tools, recurring MIS outputs, Sales priorities and the workflows you want to simplify.
Discuss your AI for Sales program