Role-Based Programme
RB0181

Perplexity for Sales & Business Development

AI-Powered Prospecting & Sales Intelligence

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Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Perplexity can support prospecting, account research, buyer intelligence, market analysis, and sales preparation.
  • Explore effective search and query techniques for obtaining relevant, current, and source-backed sales intelligence.
  • Apply Perplexity to research target companies, industries, competitors, stakeholders, and business-development opportunities.
  • Experience how external research and uploaded customer or sales documents can be combined into structured account insights.
  • Recognise source quality, recency, confidentiality, accuracy, and human-review requirements when using AI-assisted research for sales.

Tools covered

Perplexity SearchPro SearchSources & CitationsFile UploadsResearch Mode OverviewInternal Knowledge Search where enabled

Who should attend

  • Sales Executives
  • Business Development Executives
  • Sales Development Representatives
  • Business Development Managers
  • Account Managers
  • Key Account Managers
  • Enterprise Sales Professionals
  • Inside Sales Professionals
  • Relationship Managers
  • Pre-Sales Professionals
  • Sales Managers
  • Account Development Professionals
  • Regional Sales Professionals

Prerequisites & Participant Readiness

  • Basic understanding of sales or business-development activities
  • Familiarity with prospects, accounts, customers, or sales research is helpful
  • Basic internet research skills
  • No AI or programming knowledge required
  • No previous Perplexity experience required

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search and research platform
  • Understanding the Sales Question → Search → Sources → Synthesis → Verification workflow
  • Identifying applications across prospecting, account intelligence, market research, and meeting preparation
  • Understanding AI-generated synthesis versus verified source information
Practical activities
  • Exploring Perplexity through common Sales and Business Development research questions
  • Comparing traditional prospect research with a Perplexity-assisted approach

Scenarios

Target Account to Personalised Sales Approach

Target Account → Company Research → Recent Business Signals → Stakeholder Context → Opportunity Hypothesis → Discovery Questions → Outreach Angle

Participants use Perplexity to research a target organisation, identify verified business developments, and convert them into relevant sales conversation opportunities without presenting assumptions as confirmed customer needs.

Prospect Meeting Intelligence

Prospect / Customer → Company & Industry Research → Competitor Context → Uploaded Information → Key Insights → Meeting Questions → Pre-Meeting Brief

Participants use Perplexity to combine current external research with available account information and prepare a concise, source-backed intelligence brief for a customer or prospect meeting.

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