AI for Business Leaders

(C) Elephant Scale
February 5, 2025

• Unlock the transformative potential of artificial intelligence.
• This course empowers business leaders with the knowledge and tools to effectively integrate AI into their organizations, creating substantial business value while ensuring ethical and responsible AI practices.
• You’ll gain familiarity with AI tools, understand essential terminology, and identify practical use cases.
• Learn to develop a robust AI strategy, foster an AI-ready culture, and navigate the stages of AI success.
• The course also covers planning AI projects, making informed investments, and leveraging no-code AI tools to empower business users.
• Ideal for executives and managers, this course prepares you to lead your organization into a future driven by AI innovation.

• You are looking at a version of this course for a specific use cases of a sales organization.
• We can also develop a course for your specific use cases applicable to your organization.

• Managers and Execs

• Introductory for all

• Two days

• None

• Lectures and demos (50% – 50%)

• Browser

• Day 1
  • Introduction and overview of the section covered in “AI and Applications”
  • Enhanced Customer Engagement
  • Sales assistance
• Day 2
  • Contract generation
  • Inventory management
  • Customer behavior
  • Sales training
  • Analytics

1. Enhanced Customer Engagement and Support

• SidekickAI acts as an intelligent virtual assistant

2. AI-Powered Sales Assistance and Strategy Suggestions

• SidekickAI analyzing sales data and customer interactions

3. Contract Generation

• There is an area in the Org that handles the contracts, benefit booklets, etc. for Sales and their clients
• Use cases may assist with contract/benefit booklet generation or review, etc.
• Org is already pursuing the ability for AI to do translations into other languages.

4. Inventory Management

• Org has areas that support sales with their pre-sale quoting activities, as well as post-sale client set-up.
• Use cases may assist in managing that work or automating certain aspects of their work.

5. Customer Behavior

• Use cases may predict a customer’s behavior in terms of products/services we should be recommending.

6. Sales training

• Use cases may assist in the development of training or training materials/user guides for sales.

7. Analytics

• Org has an area that supports some analytics tools for sales providing various client specific reporting
• Use cases that may help identify ways to make the code more efficient or check the quality would be helpful.
• One of the tools used is Encompass and Org is also looking into ways to convert SAS to R or Python.