Role-Based Programme
RB0220

Grok for Sales & Business Development

AI-Powered Prospecting, Market Intelligence & Sales Productivity

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

Programme Objectives

  • Understand how Grok can support prospecting, account research, market intelligence, customer preparation, and everyday sales productivity.
  • Explore practical prompting techniques for researching companies, industries, stakeholders, competitors, and potential sales opportunities.
  • Apply real-time web and X research to identify relevant business developments, market signals, and customer context.
  • Experience how sales documents, account information, and external research can be combined into structured sales insights.
  • Recognise source verification, confidentiality, privacy, bias, and human-review requirements when using AI-assisted sales intelligence.

Tools covered

GrokReal-Time Web & X SearchDeepSearchFile AnalysisContent GenerationConnectors / Company Knowledge where enabled

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
  • Territory Sales Managers
  • Relationship Managers
  • Pre-Sales Professionals
  • Business Development Managers
  • Sales Managers
  • Account Development Professionals

Prerequisites & Participant Readiness

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

TOC Modules

Concepts
  • Understanding Grok and Generative AI from a sales perspective
  • Exploring applications across prospecting, account intelligence, research, communication, and meeting preparation
  • Understanding Grok's ability to access current public web information and public X content
  • Understanding AI-generated insights versus verified customer information
Practical activities
  • Exploring Grok through common Sales and Business Development activities
  • Comparing a traditional prospect-research task with a Grok-assisted approach

Scenarios

Real-Time Business Signal to Sales Opportunity

Target Account → Current Web / X Research → Business Signal → Source Validation → Opportunity Hypothesis → Stakeholder Context → Outreach Angle

Participants use Grok to identify a recent development at a target organisation, verify the underlying information, and translate the signal into a relevant sales conversation opportunity without treating inferred needs as confirmed requirements.

Prospect Research to Customer Meeting Brief

Prospect → Company Research → Market & Competitor Context → Uploaded Account Information → Key Insights → Discovery Questions → Meeting Brief

Participants use Grok to combine external research with available sales information and prepare a concise customer-meeting brief containing verified context, opportunity hypotheses, and focused discovery questions.

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