Role-Based Programme
RB0499

Gemini for Google Workspace for Sales & Business Development

Accelerate Prospecting, Sales Communication & Opportunity Management

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

Programme Objectives

  • Understand how Gemini across Google Workspace can support prospecting, account research, sales communication, and opportunity management.
  • Use AI assistance to summarize prospect information, customer documents, email threads, and meeting discussions.
  • Explore Gemini for drafting outreach, follow-ups, sales briefs, proposals, and customer-facing presentations.
  • Use Google Sheets with Gemini to organize leads, opportunities, follow-ups, and basic sales-performance information.
  • Apply responsible AI practices for customer data, commercial accuracy, confidentiality, claims, and human sales ownership.

Tools covered

Gemini for Google WorkspaceGmailGoogle DriveGoogle DocsGoogle SheetsGoogle SlidesGoogle MeetGemini Side Panel

Who should attend

  • Sales Managers
  • Business Development Managers
  • Sales Executives
  • Business Development Executives
  • Account Executives
  • Account Managers
  • Key Account Managers
  • Inside Sales Professionals
  • Sales Development Representatives
  • Business Development Representatives
  • Pre-Sales Professionals
  • Sales Operations Professionals

Prerequisites & Participant Readiness

  • Basic understanding of sales and business-development processes
  • Familiarity with prospecting, customer communication, and follow-up activities
  • Basic experience with Google Workspace applications
  • Awareness of sales pipeline or CRM concepts is helpful
  • No programming expertise required
  • No previous Gemini experience required

TOC Modules

Concepts
  • Understanding Gemini across Gmail, Drive, Docs, Sheets, Slides, and Meet
  • Identifying sales use cases across prospecting, qualification, meetings, proposals, and follow-up
  • Understanding AI-assisted productivity within the sales cycle
  • Differentiating AI-generated suggestions from seller judgement
Practical activities
  • Exploring Gemini in common sales Workspace applications
  • Testing basic sales and business-development prompts
  • Mapping Sales Activity → Workspace App → Gemini Support

Scenarios

Prospect Research to Personalized Outreach

Prospect Information → Google Drive → Gemini Summary → Customer Need / Opportunity → Gmail Outreach Draft → Seller Review → Follow-Up

Participants convert approved account information into a concise prospect brief and relevant outreach while verifying all claims before customer communication.

Sales Meeting to Opportunity Action Plan

Customer Meeting → Gemini Notes → Requirements & Objections → Google Sheets Opportunity Update → Follow-Up Email → Next Actions

Participants turn a customer conversation into structured opportunity information, clear follow-up communication, and an accountable next-step plan.

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