Role-Based Programme
RB0182

Perplexity for Sales & Business Development

Practical AI for Prospecting, Account Intelligence & Opportunity Research

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Perplexity for practical Sales and Business Development research activities.
  • Apply structured querying techniques for prospect research, account intelligence, competitor analysis, market research, and opportunity discovery.
  • Use Perplexity to investigate companies, industries, stakeholders, business developments, and customer requirements using current source-backed information.
  • Analyse uploaded sales documents and combine internal context with external research for better meeting and opportunity preparation.
  • Build reusable sales-research workflows using Projects while maintaining source validation, confidentiality, accuracy, and human commercial judgement.

Tools covered

Perplexity SearchPro SearchResearchSource CitationsFile AnalysisProjectsWeb Research & Information Synthesis

Who should attend

  • Sales Executives
  • Business Development Executives
  • Sales Development Representatives
  • Business Development Representatives
  • Account Managers
  • Key Account Managers
  • Enterprise Sales Professionals
  • Inside Sales Professionals
  • Relationship Managers
  • Pre-Sales Professionals
  • Territory & Regional Sales Professionals
  • Channel & Partnership Professionals
  • Sales Managers & Team Leaders
  • Customer Acquisition Professionals

Prerequisites & Participant Readiness

  • Basic understanding of Sales or Business Development activities
  • Familiarity with prospecting, account research, customer meetings, and opportunity development
  • Basic document and spreadsheet-handling knowledge is helpful
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous Perplexity experience required
  • Participants should use anonymised or organisation-approved customer and commercial information during practical exercises
  • External information should be verified before being used in customer communication or commercial decisions

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search and research platform
  • Understanding the role of source-backed intelligence in modern prospecting and account development
  • Identifying applications across prospecting, account research, competitive intelligence, and opportunity preparation
  • Understanding citations, source credibility, recency, hallucination risks, and commercial confidentiality
Practical activities
  • Exploring Perplexity using common sales-research questions
  • Comparing traditional web search with structured Perplexity research
  • Reviewing sources supporting a sample account-intelligence answer
  • Identifying sales activities where current external research can improve preparation

Scenarios

Target Account to Qualified Sales Conversation

Target Account → Perplexity Search → Recent Company Developments → Account Intelligence → Stakeholder Context → Opportunity Hypotheses → Outreach Preparation → Discovery Questions

Participants research a selected account using current source-backed information and convert validated intelligence into targeted engagement and discovery preparation without treating researched assumptions as confirmed customer needs.

Market Opportunity to Business Development Plan

Target Market → Perplexity Research → Market Trends → Competitor Landscape → Customer Priorities → Opportunity Areas → Target Account Criteria → Business Development Brief

Participants investigate a potential market using multi-source research, identify validated commercial signals, and convert findings into a structured business-development opportunity brief.

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