Google AI Integration for Sales

Google AI Integration for Sales - IntermediateGAIISE2GOGoogleGO-GAIISE21.0<ul> <li>Utilize the core features of Gemini to personalize outreach, enhance productivity, and improve customer relationship management.</li><li>Apply advanced Gemini capabilities (Gems) to develop highly customized client engagement strategies and proactive pipeline risk analysis frameworks.</li><li>Leverage NotebookLM Enterprise to securely query and synthesize information from sales playbooks and client logs for tailored proposals and client-specific messaging.</li><li>Automate repetitive sales tasks and workflows using Agentspace, improving efficiency and consistency in areas like deal progress and collateral distribution.</li></ul><ul> <li>Basic Google Apps familiarity, Google Workspace skills, Gemini familiarity, basic NotebookLM skills, basic Agentspace knowledge and skills, Sales lifecycle process knowledge, CRM software familiarity</li></ul><ul> <li>Sales Dev Representatives</li><li>Account Executives</li><li>Sales Managers</li><li>Sales Operations Specialists</li></ul><h4>Module 1 - Gemini for Workspace Integration</h4> Topics: <ul> <li>Use Case 1: Drafting personalized follow-up emails after a meeting</li><li>Use Case 2: Creating a tailored sales pitch deck outline</li><li>Use Case 3: Analyzing sales data in a spreadsheet</li><li>Use Case 4: Drafting initial outreach messages for LinkedIn</li><li>Use Case 5: Summarizing long email threads or documents for a quick catch-up</li></ul> Objectives: <ul> <li>Identify Gemini features applicable to specific sales tasks and personalized outreach.</li><li>Demonstrate the use of Gemini to draft tailored sales communications and client-specific messaging.</li><li>Compare the efficiency of completing sales tasks with and without the integration of Gemini features.</li><li>Explain the potential time savings and improved client relationship management gained by leveraging Gemini in sales workflows.</li></ul> Activities <ul> <li>5 use case demos</li></ul><h4>Module 2 - Gemini Gems Integration</h4> Topics: <ul> <li>Use case 1: Crafting tailored client engagement strategies for Key Accounts</li><li>Use case 2: Designing customized competitive playbooks and objection handling guides</li><li>Use case 3: Developing a proactive "pipeline health and risk" scenario analysis framework</li></ul> Objectives: <ul> <li>Analyze the inefficiencies of manual sales processes that custom Gems can address.</li><li>Design and refine custom Sales Gems using effective prompting techniques to automate specific tasks.</li><li>Apply custom Sales Gems in relevant use cases to streamline sales workflows.</li><li>Explain the benefits of creating custom Sales Gems, including efficiency, clarity, and cost-effectiveness.</li></ul> Activities <ul> <li>3 use case demos</li></ul><h4>Module 3 - NotebookLM Enterprise Integration</h4> Topics: <ul> <li>Use Case 1: Creating a Centralized Product Knowledge Base for Q&A</li><li>Use Case 2: Deep Dive into Competitor Battle Cards and Intelligence</li><li>Use Case 3: Understanding Complex Client Requirements from RFPs/Discovery Notes</li><li>Use Case 4: Brainstorming and Outlining Custom Solutions Based on Past Successes</li><li>Use Case 5: Onboarding New Sales Hires with Curated Sales Playbooks and Best Practices</li><li>Use Case 6: Creating a Podcast Episode Outline & Script from Research</li></ul> Objectives: <ul> <li>Explain NotebookLM's information synthesis from various sources.</li><li>Describe how NotebookLM generates grounded content ideas.</li><li>Identify how NotebookLM refines messaging and creates briefs.</li><li>Explain NotebookLM's analysis of qualitative feedback.</li></ul> Activities <ul> <li>6 use case demos</li></ul><h4>Module 4 - Agentspace Integration</h4> Topics: <ul> <li>Use Case 1: Automated Lead Enrichment and Qualification Scoring</li><li>Use Case 2: Monitoring Target Accounts for Trigger Events</li><li>Use Case 3: Streamlining Internal Sales Knowledge Discovery</li><li>Use Case 4: Automating Sales Report Data Aggregation for Managers</li><li>Use Case 5: Proactive Customer Health Monitoring & Churn Risk Alerting</li></ul> Objectives: <ul> <li>Identify AgentSpace's automation capabilities for routine tasks.</li><li>Describe how AgentSpace proactively monitors campaign performance.</li><li>Explain AgentSpace's management of marketing data flows.</li><li>Outline how AgentSpace executes predefined marketing workflows.</li></ul> Activities <ul> <li>5 use case demos</li></ul>- Utilize the core features of Gemini to personalize outreach, enhance productivity, and improve customer relationship management. - Apply advanced Gemini capabilities (Gems) to develop highly customized client engagement strategies and proactive pipeline risk analysis frameworks. - Leverage NotebookLM Enterprise to securely query and synthesize information from sales playbooks and client logs for tailored proposals and client-specific messaging. - Automate repetitive sales tasks and workflows using Agentspace, improving efficiency and consistency in areas like deal progress and collateral distribution.- Basic Google Apps familiarity, Google Workspace skills, Gemini familiarity, basic NotebookLM skills, basic Agentspace knowledge and skills, Sales lifecycle process knowledge, CRM software familiarity- Sales Dev Representatives - Account Executives - Sales Managers - Sales Operations SpecialistsModule 1 - Gemini for Workspace Integration Topics: - Use Case 1: Drafting personalized follow-up emails after a meeting - Use Case 2: Creating a tailored sales pitch deck outline - Use Case 3: Analyzing sales data in a spreadsheet - Use Case 4: Drafting initial outreach messages for LinkedIn - Use Case 5: Summarizing long email threads or documents for a quick catch-up Objectives: - Identify Gemini features applicable to specific sales tasks and personalized outreach. - Demonstrate the use of Gemini to draft tailored sales communications and client-specific messaging. - Compare the efficiency of completing sales tasks with and without the integration of Gemini features. - Explain the potential time savings and improved client relationship management gained by leveraging Gemini in sales workflows. Activities - 5 use case demos Module 2 - Gemini Gems Integration Topics: - Use case 1: Crafting tailored client engagement strategies for Key Accounts - Use case 2: Designing customized competitive playbooks and objection handling guides - Use case 3: Developing a proactive "pipeline health and risk" scenario analysis framework Objectives: - Analyze the inefficiencies of manual sales processes that custom Gems can address. - Design and refine custom Sales Gems using effective prompting techniques to automate specific tasks. - Apply custom Sales Gems in relevant use cases to streamline sales workflows. - Explain the benefits of creating custom Sales Gems, including efficiency, clarity, and cost-effectiveness. Activities - 3 use case demos Module 3 - NotebookLM Enterprise Integration Topics: - Use Case 1: Creating a Centralized Product Knowledge Base for Q&A - Use Case 2: Deep Dive into Competitor Battle Cards and Intelligence - Use Case 3: Understanding Complex Client Requirements from RFPs/Discovery Notes - Use Case 4: Brainstorming and Outlining Custom Solutions Based on Past Successes - Use Case 5: Onboarding New Sales Hires with Curated Sales Playbooks and Best Practices - Use Case 6: Creating a Podcast Episode Outline & Script from Research Objectives: - Explain NotebookLM's information synthesis from various sources. - Describe how NotebookLM generates grounded content ideas. - Identify how NotebookLM refines messaging and creates briefs. - Explain NotebookLM's analysis of qualitative feedback. Activities - 6 use case demos Module 4 - Agentspace Integration Topics: - Use Case 1: Automated Lead Enrichment and Qualification Scoring - Use Case 2: Monitoring Target Accounts for Trigger Events - Use Case 3: Streamlining Internal Sales Knowledge Discovery - Use Case 4: Automating Sales Report Data Aggregation for Managers - Use Case 5: Proactive Customer Health Monitoring & Churn Risk Alerting Objectives: - Identify AgentSpace's automation capabilities for routine tasks. - Describe how AgentSpace proactively monitors campaign performance. - Explain AgentSpace's management of marketing data flows. - Outline how AgentSpace executes predefined marketing workflows. Activities - 5 use case demos3.5 hours350.00485.00300.00350.00250.00350.00350.00350.00350.00350.00350.00350.00350.00