There are many business uses for Google Gemini Deep Research. A key use we discovered is for better informing B2B sales representatives about their target accounts.
Salespeople once had to spend hours upon hours getting to know their prospects before reaching out. Thanks to LLMs like Gemini, those days are gone.
With the right prompts, Gemini can output information in various formats for different types of learners: readers, people who best process information visually, and those who are more auditory.
Google Gemini Pro is available to all users of Google Workspace Standard, Plus, and Enterprise.
To use Gemini, go to gemini.google.com and select ‘Pro’ in the top left.
Gemini Research Report
In the prompt field, select ‘Tools’ and then select ‘Deep Research.’
Enter a prompt such as the following:
You are a world-class company researcher working for [Your Company] ([Your Domain].com). [Describe Your Company’s Value Proposition].
Please create a report for [Target Account Name Here] that covers the following:
* The key senior management team players and their approach to doing business
* Recent financial performance
* Market focus
* Business challenges
* The company’s [Information About the Company Relating to What You Sell]
* Ideas on how to best navigate the organization from a selling perspective
Include ‘Last Updated: [Current Month] [Current Year]’ in the top left corner in a small font.
Once the output has been generated, you can save it as a Google Doc in a shared Google Drive folder.
From there, if you use a Google Drive-connected CRM system like Salesforce, you can embed the report in an Account record for easy access by the salesperson responsible for the account.
Research Dashboard
To take it one step further, in the same chat, you can prompt Gemini for a summary infographic of the long-form research report. This format gives salespeople much more easily digestible content. It’s also better for visual learners.
The infographic is generated as HTML and can be copied and pasted into an HTML page for publication on various platforms.
You can try other visual representations, such as org charts, using the Canvas option in Gemini.
Deep Research Audio
For salespeople who are auditory learners, access to an Audio Overview of Gemini’s deep company research can be invaluable.
To generate a conversational podcast-style version of a research report, select ‘Create’ and then ‘Audio Overview.’
The MP3 file can be saved to Google Drive or uploaded to a CRM system like Salesforce for playback.
Here’s one we asked Gemini to create for Yeti.
Create a [Rough] Org Chart
You can prompt Gemini for deep research on a company, with an org chart as the goal. The prompt we used was:
Please report on management personnel for Salesforce, including their reporting structure. I plan to use this information to request a Canvas org chart from you.
After the report was generated, we selected ‘Create’ and then typed ‘Org Chart’ in the ‘Describe your own app’ box. The ‘(keep the graphics within the margins)’ was added because previous generations were cut off at the margins.
This could be a starting point for designing a more accurate org chart in an app like Lucidchart. The Gemini org chart structure can be exported to a CSV and imported into Lucidchart.
On several fronts, AI has become the most important sales enablement tool in a salesperson’s quiver.
By giving your sales team access to Gemini’s deep research in a number of formats, you can help them close more deals, faster.
