[Gemini × Sales] Gemini Sales Techniques to Boost Results, Ready to Use Tomorrow

Hello, this is the official note editorial department for Google's AI, "Gemini."

We have received many requests from people asking to know how to use Gemini in more specific job roles, so starting today, we will be delivering a series on how to use Gemini by job role.

Basic usage by job role is explained in an easy-to-understand way in our "Beginner's Guide to Prompts" published last October, but in this series, we will introduce more practical application techniques.

The theme of the first installment in the series is "Sales Roles."

In today's world, where customer needs are diversifying and becoming more complex, sales professionals are required more than ever to provide detailed, personalized service.

However, this requires careful information gathering and thorough preparation. Many of you may feel that, while being chased by daily tasks, you "don't have time to get to know your customers deeply" or "don't have the luxury of time to think through strategies carefully."

In this article, we will introduce specific techniques for using Gemini and NotebookLM that you can try starting tomorrow, covering everything from streamlining daily tasks like information gathering and document creation to supporting the improvement of your proposals, all tailored to sales activities.

What is the role of Gemini in sales?

Gemini can accompany you in your daily work as an "excellent sales assistant" in many situations. For example:

As a sounding board for your thoughts
When you hit a wall with a proposal or want to think of a new approach, consulting Gemini can help you brainstorm and bounce ideas around from an objective perspective.

As a partner for information gathering
It can collect and summarize necessary information from a vast amount of industry news and reports. You can catch up on the latest industry trends and competitor movements without spending time and effort.

As support for content creation
It supports all kinds of writing, from drafting emails to clients to creating outlines for plans and proposals, and even structuring presentations. You can create high-quality content quickly.

By leaving time-consuming tasks to Gemini in this way, sales representatives can spend more time on the creative work they should be focusing on, such as interacting with customers and developing strategies. Using Gemini in your sales activities should support your daily decision-making and enhance your proposal capabilities.

Gemini techniques to streamline your daily work

To secure precious time to face your clients, the key is how to streamline your daily tasks. First, let's work with Gemini to streamline those administrative tasks that can feel a bit tedious.

Inputting memories immediately after a business meeting into Gemini via voice input

After a meeting, have you ever experienced, "I want to summarize the content now, but I can't take notes while on the move," or "My next appointment is coming up, and I can't organize my thoughts while they are still fresh"?

In such cases, the voice input feature of the Gemini app is convenient. By simply talking to your smartphone, you can record important information while on the move, while the excitement of the meeting is still fresh. You don't have to worry about forgetting important information by putting it off and then wondering, "Wait, what was that again?"

For example, while traveling immediately after a meeting, you can simply say "the issues raised in the current meeting and tasks for next time" and Gemini will automatically transcribe it and organize the key points. Even when you can't use a PC, you can leave primary notes with just your smartphone, making it very smooth when you return to your desk to create minutes or proposals.

By utilizing the voice input feature of the Gemini app in this way, you can effectively use your travel time and gaps in your schedule, allowing you to achieve both quality and speed in your sales activities.

For example, try speaking to it like this.

There is no need to write text. The chat history with Gemini itself becomes a draft of structured meeting minutes. When you open your PC later, you just need to paste this chat history into Google Docs or similar and add any necessary information. By adding other required information, your meeting notes will be complete.
The series of tasks—'taking primary notes by voice while on the move' to 'secondary processing (creating minutes) at your desk'—connects seamlessly through Gemini.

Minimize wasted travel time by linking with Google Maps

The gap time between appointments. Have you ever wasted time because it was too awkward to return to the office, and finding a cafe to work in was a hassle?

That 'gap time' while on the move is where Gemini comes in. Link it with Google Maps and use it as effective preparation time for your next appointment.

For example, call up the target app with @ and try asking Gemini as follows.

With just this, Gemini will understand your request and suggest routes to your destination and candidates for shops that meet your criteria.

By using app integration with Google Maps, your gap time while traveling turns into valuable preparation time for your next business meeting. Leave the location searching to Gemini, and you can focus on more important preparations, such as final checks of materials and talk simulations.

Furthermore, this is not the only convenient app integration Gemini offers. It can also link with other Google apps such as Google Calendar and Keep. This allows you to complete various tasks with a single chat with Gemini, without having to go back and forth between multiple apps repeatedly. Since tasks that were previously done in separate apps can now be handled in a single conversation with Gemini, your sales activities will become much smoother.

Data analysis using Gemini from the Google Sheets sidebar

When summarizing your team's sales performance, do you ever feel that data aggregation and analysis take too much time and are difficult?

There is no need to memorize difficult functions anymore. Just open Google Sheets and tell Gemini what you want to do in natural language.

For example, open your sales progress management sheet in Google Sheets and try giving the following instructions to Gemini in the sidebar on the right side of the screen.

Just by giving simple instructions, Gemini will analyze the closing rate for each representative and the trends of the data as a whole.

By utilizing Gemini from the sidebar, you can not only reduce the time spent on data analysis but also gain new analytical perspectives that you might not have thought of yourself. It will surely become a reliable 'analyst' that thinks through data-driven sales strategies with you.

Peace of mind with corporate data usage: Google Workspace with Gemini

When handling highly confidential data such as your team's sales performance, we recommend using "Google Workspace with Gemini". With Google Workspace with Gemini, the information you input is not used to train the models, allowing you to engage in analysis with peace of mind while protecting your company's data privacy.

Applying Gemini to Generate Sales Results

From here on, we will introduce some slightly more advanced ways to use Gemini to take the quality of your sales activities to the next level through dialogue.

Using the "Priming Technique" to Naturally Lead into the Main Topic

Have you ever felt that you couldn't create a good atmosphere during a meeting with a first-time client, leading them to be guarded when you tried to probe for their issues? Do you ever wish you had a way to draw out their challenges more naturally?

In such cases, try using Gemini to prepare a "priming technique."
This is a communication technique where you present common industry challenges or general pain points, encouraging the other party to spontaneously start talking by saying, "Yes, exactly, we're struggling with the same thing."
Let's have Gemini prepare these effective "primers" for you.

For example, try executing the following prompt.

By preparing in this way, you can approach your meeting with an effective "conversation starter." Showing a deep understanding of the other party and transitioning to probing for essential issues in a natural flow is the first step toward improving the quality of your meetings themselves.

Quick Research on Meeting Partners

Also, if you want to quickly input information about your meeting partner before a visit or while on the move, researching the following information with Gemini can make it easier to create conversation starters.

By asking questions like this, you can cover "what you should know for now" in a short time, allowing you to start the beginning of your meeting smoothly.

Role-playing Sales Pitches with Gemini Live

"I want to practice what I've learned out loud. But I feel bad always asking my senior to help me..."
If you are a new sales representative, you might have thought this at least once. Gemini Live is useful as a partner for such individual self-practice.

For example, let's assume a situation where you are proposing a new AI tool to a department manager at an IT company, and practice by actually speaking out loud.

[Key Points for Utilization]
Of course, Gemini's responses are just a simulation. Rather than honing skills to respond flexibly to the other party's reactions, we recommend using it as a "self-practice" tool to become able to speak your prepared talk script fluently as if it were your own words.

Sharing "Winning Patterns" Using NotebookLM

Do you ever struggle with wanting to share the sales know-how of your team's top performers, only to find that it relies too much on individual intuition, or that even when written in daily reports, it rarely gets put to use?

That is where NotebookLM comes in handy. Let's turn individual success stories into a "winning pattern" that the entire sales team can replicate.
It's easy. First, just upload the materials you want to serve as your team's "textbook," such as minutes from successful sales meetings or model proposals. This will become your team's valuable "knowledge base."

Try giving NotebookLM instructions like the following:

By using NotebookLM, you can transform "tacit knowledge" that previously existed only in the minds of top salespeople into "shared knowledge" for the team.
Furthermore, this NotebookLM can also serve as a learning tool for new members to study past success stories. If you ask, "I'm making a proposal to a client in the XX industry for the first time, summarize some past cases that would be helpful," it will extract hints for success from past achievements.

Preparing for research using Deep Research

"I want to know more about the client and make a high-quality proposal." For important business negotiations or large-scale projects, understanding not just superficial information, but also the client company's essential issues and structural industry problems, is one of the keys to success.
That is where "Deep Research" is useful. Through deep issue analysis that forms the core of your proposal, you can build a foundation for a persuasive pitch.

Turn on Deep Research and try giving instructions like the following. This is helpful when you want to grasp a client's essential issues and make a persuasive proposal as a solution.

To further expand the scope of your application, let's try "visualizing" the information obtained from text in various ways.

1. Illustrate results with infographics
Select "Infographic" from the "Create" button in the top right of the Deep Research results screen. Gemini will create a simple and easy-to-understand diagram based on the Deep Research results. This is of a quality that can be used directly as part of your proposal materials.

2. Understand through "ears" with audio commentary
Similarly, if you select "Audio Commentary" from the "Create" button, you can input information through your ears while commuting or working.
By using this feature, even when you don't have time to "read," you can deepen your client understanding by "listening." This is a new way for busy sales representatives to prepare.

3. Organize thoughts with mind maps
Copy the information obtained from Deep Research and try feeding it into NotebookLM. By clicking on the mind map, the connections between the key points in each item are visualized, which helps in organizing your thoughts.

In this way, by combining multi-faceted input such as text, audio, and diagrams, your client understanding will deepen even further. Thorough preparation should lead to confident proposals.

Tips for effective prompts to master it even more

To draw out Gemini's power to the maximum, the trick is to put a little effort into "how you convey" your instructions.
Specifically, tell Gemini a little more concretely about"Who you are," "What you want done," "What the background is," and "What format you want it in."Just doing this will significantly improve the quality of the output.
For example, if a sales representative keeps these 4 elements in mind, they can create a prompt like this.

Example 1: Creating a follow-up email

Example 2: Creating a structure for a sales presentation

By refining your instructions just a little like this, the quality of the output will improve significantly.
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Gemini is a partner that accelerates your sales performance

In this article, we have looked at specific scenarios, ranging from basic usage to streamline daily tasks to advanced applications that enhance the quality of your sales work itself.

Gemini is a 'reliable partner' that goes beyond just streamlining information gathering and document creation; it brings 'structure' and 'reproducibility' to sales activities that have previously relied on individual intuition, while also improving the quality of your proposals.

Please use the application methods introduced here as a reference and incorporate them into your daily sales activities.

▶︎ Free Gemini App

▶︎ Google Workspace (for business)

▶︎ Google AI Pro / Google AI Ultra plans (for individuals)

▶︎ NotebookLM