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Google Gemini 應用程式產品圖示

提示指南

撰寫有效提示的快速入門手冊

銷售

徹底瞭解客戶是成功的關鍵。您負責多項工作,包括維護重要客戶關係、解讀購買信號、擬定客製化解決方案、帶動公司收益成長等等。

本節將介紹如何輕鬆運用提示功能完成日常工作。

開始使用

首先,請參閱「如何撰寫有效提示」一節,掌握一般提示撰寫訣竅。

以下各提示和相關使用情境,將帶您瞭解如何透過 Gemini for Google Workspace 有效協作。「反覆修正提示範例」則說明如何持續撰寫提示,擴充最初生成的回覆內容。

反覆修正提示範例
用途:
執行客戶研究

您是客戶管理專員,剛獲派新客戶,需要取得研究協助。您必須瞭解客戶的重要聯絡人,建立團隊間的信任。但首先,您需要傳送自我介紹電子郵件,於是開啟 Gmail,選取「幫我寫」啟動 Gemini 版 Gmail 的提示功能。輸入內容如下:

  • 圖例
  • 工作
  • 背景資訊
Write an email to [name], the new [title] at [company].
Congratulate them on their new role. Introduce me as their contact point at [company name]. Invite them to lunch next week and check if they prefer Monday or Tuesday.
Write an email to [name], the new [title] at [company].
Congratulate them on their new role. Introduce me as their contact point at [company name]. Invite them to lunch next week and check if they prefer Monday or Tuesday.
已複製到剪貼簿!
Gemini 版 Gmail
Gemini 版 Gmail 草擬電子郵件,向新客戶介紹客戶管理專員。

這份電子郵件草稿可做為不錯的基礎,但您希望內容更細膩,便依序點選「修飾郵件」和「使用正式語氣」。

客戶管理專員提示 Gemini 版 Gmail 潤飾電子郵件,使用正式語氣。
Gemini 版 Gmail 潤飾電子郵件初稿,使用正式語氣。

您很滿意電子郵件內容,於是點選「插入」。您最後再次閱讀郵件,完成最終微調,然後寄出郵件。現在您打算進一步瞭解客戶,以及對方的自我行銷手法。為了執行研究,您前往 Gemini 應用程式,輸入以下內容:

  • 圖例
  • 角色
  • 工作
  • 背景資訊
I am an account executive in charge of a new account, [customer name].
I need to do initial research.
What is the market strategy of [customer]?
I am an account executive in charge of a new account, [customer name].
I need to do initial research.
What is the market strategy of [customer]?
已複製到剪貼簿!
Gemini 應用程式
客戶管理專員提示 Gemini 提供客戶策略資訊,Gemini 便傳回研究客戶的架構。

Gemini 提供了實用資訊,幫助您開始研究。您首先聚焦在新聞公告,收集一連串相關網址後,將網址貼到與 Gemini 應用程式的對話中。輸入內容如下:

  • 圖例
  • 工作
  • 背景資訊
  • 格式
[URLs]
Summarize these articles.
Provide key insights and contextualize why these announcements are important.
[URLs]
Summarize these articles.
Provide key insights and contextualize why these announcements are important.
已複製到剪貼簿!
Gemini 應用程式

現在您手上的簡明摘要涵蓋了新聞公告內容、新聞重要性和其他洞察資訊,接下來您想深入認識即將成為主要聯絡窗口的高階主管。您找到該高階主管的訪談影片,將 YouTube 網址貼到與 Gemini 應用程式的對話中,然後輸入以下內容:

  • 圖例
  • 工作
  • 背景資訊
  • 格式
[YouTube URL]
Summarize this interview and tell me more about [executive name].
What does [executive] care about?
[YouTube URL]
Summarize this interview and tell me more about [executive name].
What does [executive] care about?
已複製到剪貼簿!
Gemini 應用程式

為了更加熟悉主要聯絡窗口和客戶,您繼續在對話中詢問其他問題。提示內容如下:

  • 圖例
  • 工作
Tell me how [company] can help [customer company] with achieving their goals.
Tell me how [company] can help [customer company] with achieving their goals.
已複製到剪貼簿!
Gemini 應用程式

對話結束後,您將結果匯出到 Google 文件,接著開啟該文件,對 Gemini 版 Google 文件下達提示。輸入內容如下:

  • 圖例
  • 工作
  • 背景資訊
Create an email draft
for [customer] explaining why [your company] is the perfect partner for them to achieve their market goals.
Create an email draft
for [customer] explaining why [your company] is the perfect partner for them to achieve their market goals.
已複製到剪貼簿!
Gemini 版 Google 文件
應用實例

客戶成功經理
用途:
描繪客戶歷程

這是您第一次幫助新客戶學習使用產品。您發現為客戶量身打造素材資源會有幫助,於是開啟新文件,利用側邊面板啟動 Gemini 版 Google 文件的提示功能,並輸入「@檔案名稱」標記相關檔案。輸入內容如下:

  • 圖例
  • 工作
  • 背景資訊
Create personalized onboarding materials for [customer].
Use @[Standard Onboarding Documents] and @[New Customer Migration Notes] to personalize the assets.
Create personalized onboarding materials for [customer].
Use @[Standard Onboarding Documents] and @[New Customer Migration Notes] to personalize the assets.
已複製到剪貼簿!
Gemini 版 Google 文件
銷售經理
用途:
管理提案請求 (RFP) 流程

您剛收到 RFP,想要快速理解請求內容,完成資訊收集程序。首先,您想對提出請求的公司做點基本研究,於是前往 Gemini 應用程式,輸入以下內容:

I just received an RFP from [company]. Before I dive into the RFP, I want your help in conducting research. Give me a business profile of the company including all of the basics (where they are located, what they provide for customers, who their target audience is, any recent news from the company). Be as detailed as possible as I want to see a full view of [the company].
I just received an RFP from [company]. Before I dive into the RFP, I want your help in conducting research. Give me a business profile of the company including all of the basics (where they are located, what they provide for customers, who their target audience is, any recent news from the company). Be as detailed as possible as I want to see a full view of [the company].
已複製到剪貼簿!
Gemini 應用程式

研究完該公司後,您希望取得 RFP 的重點摘要,便繼續與 Gemini 對話。輸入內容如下:

[URL or uploaded file] I am a sales manager at [company], and this is the RFP we’ve received from [company]. Summarize this content in a few paragraphs. What is the customer seeking, what is the budget, and when is a response due by?
[URL or uploaded file] I am a sales manager at [company], and this is the RFP we’ve received from [company]. Summarize this content in a few paragraphs. What is the customer seeking, what is the budget, and when is a response due by?
已複製到剪貼簿!
Gemini 應用程式
用途:
隨時隨地使用手機取得資訊和工具

您正在使用手機遠端工作,從行動應用程式開啟 Gmail 討論串後,接著選取 Gemini 方塊來歸納郵件重點。Gemini 迅速提供了電子郵件往返的摘要,方便您聚焦於最重要的事項。(Gemini 版 Gmail)

現在您希望生成回覆,表明已掌握最新進展,於是對 Gemini 版 Gmail 下達提示。輸入內容如下:

Write a response to this email letting [them] know that I’ve received the message and will take [action] by [Friday].
Write a response to this email letting [them] know that I’ve received the message and will take [action] by [Friday].
已複製到剪貼簿!
Gemini 版 Gmail
用途:
發展客戶關係

年度會議即將召開,許多最重要的潛在客戶都將出席。您想親自邀請他們參加限時暢飲活動,於是開啟 Gmail 並選取「幫我寫」,對 Gemini 版 Gmail 下達提示。輸入內容如下:

Write an email inviting people interested in [focus area] to our happy hour taking place on [date, time] at [trade show event]. Include that we specialize in [focus area].
Write an email inviting people interested in [focus area] to our happy hour taking place on [date, time] at [trade show event]. Include that we specialize in [focus area].
已複製到剪貼簿!
Gemini 版 Gmail

限時暢飲活動結束後,您想發信聯絡前來參與的客戶,於是開啟 Gmail 並選取「幫我寫」,對 Gemini 版 Gmail 下達提示。輸入內容如下:

Draft an email thanking customers for their time at the happy hour on [date, time, location]. End with an invitation to continue the conversations in the next few weeks. Use a friendly tone.
Draft an email thanking customers for their time at the happy hour on [date, time, location]. End with an invitation to continue the conversations in the next few weeks. Use a friendly tone.
已複製到剪貼簿!
Gemini 版 Gmail

您想聯絡曾參加會議工作坊的客戶,因為他們提供的早期意見回饋十分重要。您啟動 Gemini 版 Google 文件的提示功能,輸入以下內容:

Draft 10 questions that I can use to survey customers about their recent experience with our [product/service]. Include questions to gauge how useful [the product] is, what they liked, and what they thought could use improvement.
Draft 10 questions that I can use to survey customers about their recent experience with our [product/service]. Include questions to gauge how useful [the product] is, what they liked, and what they thought could use improvement.
已複製到剪貼簿!
Gemini 版 Google 文件
用途:
支援銷售團隊

您需要聯絡東南區的所有主管,立即針對某項待解決的問題提供指引,說明如何主動聯繫客戶。您開啟 Gmail 並選取「幫我寫」,對 Gemini 版 Gmail 下達提示。輸入內容如下:

Draft an email to all Southeast region sales leads. Inform them of [issues]. Advise them to communicate with their teams to contact their customers and offer a 20% discount on a future order as an apology.
Draft an email to all Southeast region sales leads. Inform them of [issues]. Advise them to communicate with their teams to contact their customers and offer a 20% discount on a future order as an apology.
已複製到剪貼簿!
Gemini 版 Gmail

現在您需要向所有區域團隊成員發送電子郵件。您開啟 Gmail 並選取「幫我寫」,對 Gemini 版 Gmail 下達提示。輸入內容如下:

Draft an email to the regional sales representatives about an urgent meeting that needs to take place next week about the [issues]. Ask them to provide availability on Monday or Tuesday.
Draft an email to the regional sales representatives about an urgent meeting that needs to take place next week about the [issues]. Ask them to provide availability on Monday or Tuesday.
已複製到剪貼簿!
Gemini 版 Gmail
用途:
指導及訓練銷售團隊

許多團隊成員表示,希望有更多學習機會。為了滿足這項要求,您打算規劃為期半天的學習課程。您需要建立時間表,於是開啟新的 Google 文件並選取「幫我寫」,對 Gemini 版 Google 文件下達提示。輸入內容如下:

Create a half-day agenda for an educational session on our latest technology [products] for sales teams. Include time for the product development team to present and include time for lunch.
Create a half-day agenda for an educational session on our latest technology [products] for sales teams. Include time for the product development team to present and include time for lunch.
已複製到剪貼簿!
Gemini 版 Google 文件

為滿足團隊會議中提出的需求,您打算推廣現有的各種學習機會。您開啟 Google 試算表,使用側邊面板啟動 Gemini 版 Google 試算表的提示功能,然後輸入以下內容:

Create a spreadsheet that tracks online courses for sellers. Include columns for the course’s main topic, price, duration, and priority level.
Create a spreadsheet that tracks online courses for sellers. Include columns for the course’s main topic, price, duration, and priority level.
已複製到剪貼簿!
Gemini 版 Google 試算表
客戶經理與客戶管理專員
用途:
自訂銷售素材,增進協作和執行效果

您即將與客戶召開重要會議,於是從 Google Meet 開啟「語音轉錄」功能,並選取「用 Gemini 做筆記」,啟動 Gemini 版 Meet。語音轉錄功能會記錄會議內容,產生不經編輯的文件。Gemini 的做筆記功能會生成筆記檔案,整理會議摘要、重要討論主題和待辦事項。這樣一來,您就能全神貫注地與客戶對話。(Gemini 版 Meet)

通話結束後,您想寄送摘要郵件給客戶,於是開啟新郵件,利用側邊面板啟動 Gemini 版 Gmail 的提示功能,並輸入「@檔案名稱」標記相關檔案。輸入內容如下:

Write a message to [customer] thanking them for their time at our last [meeting]. Provide a quick summary of the meeting and acknowledge any pain points discussed. Ask for additional time to discuss our [solution] using @[Customer Meeting Gemini Notes].
Write a message to [customer] thanking them for their time at our last [meeting]. Provide a quick summary of the meeting and acknowledge any pain points discussed. Ask for additional time to discuss our [solution] using @[Customer Meeting Gemini Notes].
已複製到剪貼簿!
Gemini 版 Gmail

為準備下一場會議,您想使用轉錄稿和現有銷售提案書生成自訂素材資源,展示貴公司產品可如何解決客戶在上次通話中提到的痛點。您開啟新文件,利用側邊面板啟動 Gemini 版 Google 文件的提示功能,並輸入「@檔案名稱」標記相關檔案。輸入內容如下:

I am an [account manager] and I just finished a call with [customer]. I want to summarize the [pain points] mentioned by [customer] during our last meeting. Provide a list of direct quotes from @[Customer Call Transcript] where [customer] discusses what they are trying to solve.
I am an [account manager] and I just finished a call with [customer]. I want to summarize the [pain points] mentioned by [customer] during our last meeting. Provide a list of direct quotes from @[Customer Call Transcript] where [customer] discusses what they are trying to solve.
已複製到剪貼簿!
Gemini 版 Google 文件

您讀完痛點的摘要,確認已涵蓋先前討論的內容。您在側邊面板點選「插入」,接著想使用現有檔案,針對每項痛點生成自訂回覆。您再次使用側邊面板啟動 Gemini 版 Google 文件的提示功能,並標記相關檔案。輸入內容如下:

I need to create convincing reasons why [customer] should adopt [product] to solve for [their pain points]. Write specific reasons why [product] from [company] could help them achieve their [business goals] using @[Product Sales Kit Full Assets].
I need to create convincing reasons why [customer] should adopt [product] to solve for [their pain points]. Write specific reasons why [product] from [company] could help them achieve their [business goals] using @[Product Sales Kit Full Assets].
已複製到剪貼簿!
Gemini 版 Google 文件
用途:
建立客戶關係

您剛剛與客戶的通話很愉快,現在想運用在 Google 文件記下的會議內容,草擬要寄給客戶的電子郵件。您在含有筆記的 Google 文件中,選取「幫我寫」啟動 Gemini 版 Google 文件。輸入內容如下:

Compose a personalized follow-up email to [client] following an initial conversation. Summarize the key points we discussed and address any outstanding questions.
Compose a personalized follow-up email to [client] following an initial conversation. Summarize the key points we discussed and address any outstanding questions.
已複製到剪貼簿!
Gemini 版 Google 文件

客戶剛採用公司的某項服務,您需要確保對方熟悉用法前隨時能取得支援。您打算每週關心一次客戶進展,但想先瞭解適合傳送的電子郵件內容,於是開啟新的 Google 文件,選取「幫我寫」啟動 Gemini 版 Google 文件的提示功能。輸入內容如下:

Draft four email templates to check in on my customer weekly now that they have purchased our new [service]. Use one value proposition (cost, ease of use, security, availability, and customization) as the main topic for each email, and include [call to action] in each message.
Draft four email templates to check in on my customer weekly now that they have purchased our new [service]. Use one value proposition (cost, ease of use, security, availability, and customization) as the main topic for each email, and include [call to action] in each message.
已複製到剪貼簿!
Gemini 版 Google 文件
用途:
準備與新客戶通話

您即將與潛在客戶通話。這對您來說是全新業務,因此在準備過程中需要一些協助。您前往 Gemini 應用程式,輸入以下內容:

Draft a customized script for me to follow during my sales call with a prospect. The call will happen over a video call and is set to last 30 minutes. Make sure to add the following in the script: how [company products/solutions] can help address potential customer’s pain points, how [company]’s delivery system guarantees seamless and timely delivery, competitive pricing and volume-discount table, and space for a customer reference in the [customer’s industry] industry.
Draft a customized script for me to follow during my sales call with a prospect. The call will happen over a video call and is set to last 30 minutes. Make sure to add the following in the script: how [company products/solutions] can help address potential customer’s pain points, how [company]’s delivery system guarantees seamless and timely delivery, competitive pricing and volume-discount table, and space for a customer reference in the [customer’s industry] industry.
已複製到剪貼簿!
Gemini 應用程式

完成初步研究後,您將研究結果匯出至新的 Google 文件,接著開啟該文件繼續工作。現在您想為客戶量身打造提案,便開啟含有全部研究記錄的 Google 文件,選取「幫我寫」啟動 Gemini 版 Google 文件的提示功能。輸入內容如下:

Generate an elevator pitch for [product name] and include key benefits, competitive points of differentiation, and the pain points that [product name] solves for.
Generate an elevator pitch for [product name] and include key benefits, competitive points of differentiation, and the pain points that [product name] solves for.
已複製到剪貼簿!
Gemini 版 Google 文件

這份電梯簡報和簡短的談話要點是不錯的內容基礎,您想運用這份內容進一步預測客戶通話的走向,於是返回 Gemini 應用程式,繼續為會議做準備。輸入內容如下:

I have an upcoming call with a prospect. [Use case] is a new use case for me, and I need help preparing for the call. List the most likely objections [customer] might have for me during a sales call, with suggestions on how to respond to them. I work in [insert industry], and I am trying to sell [product]. Also provide ideas on how to handle objections and suggest ways to respond.
I have an upcoming call with a prospect. [Use case] is a new use case for me, and I need help preparing for the call. List the most likely objections [customer] might have for me during a sales call, with suggestions on how to respond to them. I work in [insert industry], and I am trying to sell [product]. Also provide ideas on how to handle objections and suggest ways to respond.
已複製到剪貼簿!
Gemini 應用程式
業務開發經理
用途:
培養關係、打造個人化推廣資訊,分享思維領導力

您希望與近期接觸的潛在客戶建立更深厚的關係,因此想草擬一份可依不同聯絡人自訂的範本,於是開啟新的 Google 文件,啟動 Gemini 版 Google 文件的提示功能。輸入內容如下:

Draft an outreach email template to industry influencers. Express gratitude that we connected at [event], and propose collaboration opportunities such as [opportunities].
Draft an outreach email template to industry influencers. Express gratitude that we connected at [event], and propose collaboration opportunities such as [opportunities].
已複製到剪貼簿!
Gemini 版 Google 文件

順利與潛在客戶通話後,您想接著分享由貴公司創辦人編撰的思維領導力文章,客戶可能會感興趣。您開啟含有該網誌文章的 Google 文件,並選取「幫我寫」啟動 Gemini 版 Google 文件的提示功能,輸出內容如下:

Summarize this blog content in bullet points and generate three ideas for follow-up questions I can ask my customers about their thoughts.
Summarize this blog content in bullet points and generate three ideas for follow-up questions I can ask my customers about their thoughts.
已複製到剪貼簿!
Gemini 版 Google 文件
用途:
生成個人化的客戶感謝素材

您希望親自感謝客戶,同時追蹤客戶近況,於是開啟 Gmail,選取「幫我寫」啟動 Gemini 版 Gmail 的提示功能。輸入內容如下:

Generate a personalized email for [customer] on their one-month anniversary working with [company]. Thank them for being a customer. Ask them if they have any questions. Include information about [other product].
Generate a personalized email for [customer] on their one-month anniversary working with [company]. Thank them for being a customer. Ask them if they have any questions. Include information about [other product].
已複製到剪貼簿!
Gemini 版 Gmail

您也希望寄送禮物給客戶表達謝意,於是開啟 Google 試算表,使用側邊面板啟動 Gemini 版 Google 試算表的提示功能。輸入內容如下:

Give me a list of gifts to send new clients that are under $200 and can be shipped to offices.
Give me a list of gifts to send new clients that are under $200 and can be shipped to offices.
已複製到剪貼簿!
Gemini 版 Google 試算表

專案管理小型企業
Gemini 閃亮圖示

Gemini at Work

參閱提示指南和客戶經驗談等精選資源,瞭解如何有效應用 Gemini for Google Workspace。

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