If you’re a sales professional, relationships are at the heart of everything you do. Building trust within a new relationship and knowing where to start can be difficult, but generative AI can help. Using Gemini for Google Workspace as a research assistant can help you start building and maintaining relationships.
Imagine the following situation: you’re an account executive and have just been assigned a new client. You need to get to work immediately and get to know the company and its key contacts on the account to begin building trust.
Here are three steps to using Gemini to help you get up to speed.
1. Research the company by starting broadly and then getting more specific.
You want to learn more about the client and how they market. To begin your research, visit gemini.google.com and type: I’m an account manager in charge of a new account, [ client name ]. I need to do some initial research. What is [ client’s ] go-to-market strategy?
Gemini provides you with useful information to begin your research.
You decide to dig deeper into your research and focus first on news ads. You compile a list of URLs and paste them into your conversation with Gemini at gemini.google.com.
Write: [URL] Summarize these articles. Provide key information and contextualize why these announcements are important.
Now you have a clear summary of what was announced, why the news is important, and more information.
2. Learn more about a key contact
Next, you want to better understand the executive who will be your primary point of contact. Find a recorded interview featuring the executive. Paste the YouTube URL into your conversation with Gemini and type: [URL] Summarize this interview and tell me more about [executive name]. What does [executive] care about?
Now that you have a brief summary of the interview, continue the conversation with additional questions to familiarize yourself with your key contact and the account.
Request: Tell me how [company] can help [ client company ] achieve their goals. Once your conversation is over, export the results to a Google Doc.
3. Create personalized broadcast campaigns in seconds with Gemini
Open the Google Doc and ask Gemini in Docs to select Help me write.
Write: Draft an email to [ client ] explaining why [your company] is the perfect partner to achieve their market goals.
If you’re using Gemini for Workspace as your personal writing and research assistant, you’ll feel confident walking into your first meeting with your new account. Great job!
As always, remember to review all Gemini for Workspace results to ensure relevance, accuracy, and clarity. Generative AI is designed to assist humans, but the final outcome is yours.
At G Nerd, we’re Google Workspace experts and can help you implement and make the most of these new features. If you’re looking to optimize your workflow and improve your team’s productivity, don’t hesitate to contact us!
