Haaga-Helia's sales teams took AI into their daily work with practical training
A practical four-step training combined needs mapping, a training day, sparring clinics and deepening of the learnings - sales teams now run AI as part of daily work.
The challenge
The sales teams were already using ChatGPT and Copilot, but they weren't getting full value out of the tools - the AI field was changing fast and there was no shared way to work.
Tools in use, value not captured
Haaga-Helia's domestic sales and education export teams were using ChatGPT and Microsoft Copilot, but they didn't know how to use the tools well enough. Daily work was not yet leaning on AI.
The field moves faster than learning
The AI field was changing fast and new tools kept coming all the time. The teams found it hard to keep up and tell hype apart from what would actually help sales work.
Need for own agents and a shared approach
The teams wanted especially to learn how to build agents for repeating tasks, for example putting together customer briefs and prospecting. They needed outside expert support and a clear way to move forward in practice.
What we built
A four-step training built around the teams' own use cases - from needs mapping through a training day to sparring clinics and deepening of the learnings.
- 01The Baseline
Needs mapping
We started with a needs mapping that covered both sales teams and their different priorities - the training was shaped around real use cases.
- 02Training
The training day
In the morning we built a shared picture of the current state of AI and went through sales tools widely. In the afternoon, the core was building their own agents and assistants - we walked through agent platforms and together built an example agent for preparing for a sales meeting.
- 03Sparring
AI clinics
After the training day the team practiced on their own and took part for two weeks in AI clinics, where we developed prompts and agents together further.
- 04Closing
Deepening the learnings
In the final session we went deeper into the team's own challenges and improved their prompts with concrete changes - the training left in place a way for the team to keep going on their own.
Results
A wider picture of AI's possibilities, concrete methods in use and the capability to keep developing on the team's own.
A reusable prompt library and agents for different use cases - concrete methods now part of daily sales work.
The team has a clear understanding of which tools fit which need.
Customer briefs, prospecting and other repeating tasks are handled with agents.
Instead of copying ready-made ones, the team creates and develops them themselves. The shared AI clinics also surfaced areas for further development that give a base for taking AI use forward.
Beyond the numbers
- AI moved from experiments into daily sales work
- A shared way of working across both sales teams
