Role-Based Programme
RB0183

Perplexity for Sales & Business Development

Research, Qualify & Build Smarter Sales Intelligence Workflows

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in using Perplexity for account research, market intelligence, buyer research, opportunity discovery, competitive analysis, and sales preparation.
  • Apply advanced query and research techniques to produce focused, source-backed, and commercially relevant sales intelligence.
  • Use Research Mode, web sources, uploaded files, and approved organisational information to investigate companies, markets, competitors, and opportunity signals.
  • Build reusable Perplexity Projects for recurring prospecting, account planning, meeting preparation, and opportunity-research workflows.
  • Apply source validation, confidentiality, responsible personalisation, and human judgement before using AI-generated intelligence in customer engagement.

Tools covered

PerplexityPro SearchResearch ModeWeb SearchFile UploadsProjectsProject Files & File Connectors

Who should attend

  • Sales Managers
  • Business Development Managers
  • Account Executives
  • Account Managers
  • Key Account Managers
  • Enterprise Sales Professionals
  • Sales Development Representatives
  • Business Development Executives
  • Inside Sales Professionals
  • Pre-Sales Professionals
  • Solution Sales Professionals
  • Channel & Partnership Professionals
  • Sales Operations Professionals
  • Regional & Territory Sales Leaders

Prerequisites & Participant Readiness

  • Basic familiarity with sales or business-development activities
  • Understanding of prospects, accounts, opportunities, customers, and sales conversations
  • Basic web-research and business-information interpretation skills
  • Familiarity with company, industry, and competitor research is helpful
  • Basic understanding of Generative AI is beneficial but not mandatory
  • Completion of a shorter Perplexity programme is not required

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search, research, and evidence-synthesis platform
  • Identifying sales activities where current external intelligence can improve preparation
  • Understanding the difference between source-backed research and unsupported AI assumptions
  • Recognising outdated sources, incomplete evidence, and hallucination risks
Practical activities
  • Mapping Prospecting → Research → Engagement → Opportunity workflows to Perplexity

Scenarios

Target Account to Qualified Opportunity

Target Account → Perplexity Research → Company Developments → Buying Signals → Stakeholder Intelligence → Opportunity Hypothesis → Discovery Questions → Sales Priority

Participants research a target organisation, validate recent business signals, identify relevant stakeholders, and transform the findings into an evidence-backed opportunity hypothesis and discovery plan.

Territory Intelligence to Prioritised Prospect List

Target Market → Industry Research → Growth / Transformation Signals → Company Identification → Evidence Validation → Account Prioritisation → Outreach Angles

Participants use Perplexity to analyse a selected market or territory, identify organisations showing relevant business-change signals, validate the supporting evidence, and create a prioritised prospecting list with account-specific engagement angles.

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