What’s the best way to use AI in sales? My sales manager “really wants us to use AI.” Where’s a good place to get started that’s actually helpful?
Goated response lol
Avoid AI-generated LinkedIn messages unless you want to sound like every other rep flooding DMs with “I hope this finds you well” nonsense. Best use case? Lead scoring. AI can sort through inbound leads way faster than you can, so you know who’s worth your time.
Yeah this feels right... seems like AI LinkedIn plugins are some of the easiest ways to apply AI to sales... but not sure that the return is there (and might do more harm than good).
LMAO "I hope this finds you well."
There are no bad leads. Take your call recording transcripts and pipe them into ChatGPT and weekly find that: - the most emotional conversation points you've had over the last week - the points that came up the most - industry insider news - interesting gossip (rumors of other companies, etc, not the bad kind) - top objections - top WOW moments about product/service - mentions of people inside and outside the company you're talking to Take this one-pager from ChatGPT and find 2 nurture topics a week Email the same people that are in the pipeline these value-packed messages No ask. Just value. And building credibility as an industry expert People respond when they're ready. List grows monthly; pipeline is normally stacked.
I use Fluint.io - pipe in call transcripts, which generates a business case, mutual action plan, and internal deal prep docs (and more). Very accurate and well-trained "sales AI" on the backend. Gives better answers than generic ChatGPT and provides a format for using your calls to progress your deals so you don't have to provide a template (but you can create your own if you want).
Cool, I'll check it out. Thanks!
Does your team have templates that you can use to get new team members up-to-speed quicker? If so, use Chat-GPT and start there. Have it help you generate and iterate on: * Call follow-up emails * MAP templates * Business plan templates Maybe 1-2 others. Think about the types of messages or documents you send most frequently. As a new seller, you'd want to edit and make them your own, but it's a lot easier to send them out promptly if you're starting from an established template and editing to fit your voice than if you're staring at a blank screen. Bonus: you look much more prepared for the new folks.
OK - i wasn't sure if I should just start with ChatGPT or if there's a more sales-specific tool that's better. But I'll just start with ChatGPT. We have templates for cold outreach - but not really so much for follow up since it depends on the nature of a specific opportunity. Do you feed it transcripts from your meetings or use AI assistants in meetings to capture follow ups? What has been your experience with those if you've tried them?
For Chat-GPT, I'd avoid feeding it specific company info - that could run afoul of confidentiality agreements. I'd instead work with it, through specific questions, to get a template for (e.g.) a follow-up email template from a discovery call. Tell it about pieces it includes that aren't relevant, or things its missing that you usually touch on. You don't need this to be 100% of the way there, but you want it to be something you can give a new rep as a starting point for their own customization - or something that you can customize and use regularly to save your future self some time.
If they allow you to use any tool that is out there and they don’t have a lot of legal/privacy restrictions I would immediately start using the following tools: - Otter.ai for note taking in meetings - upload all you sales and marketing materials and your sales process documentation into ChatGPT and use it as a bot to answer questions and strategize Promptizer ai to improve your prompts These are just a few. I could give you a lot of others if interested.
OK - will give that a try. What is it that you like about Otter.ai? Happy to take a few more recommendations if you have some!
I'm using a lot of Grok to summarize, do acct research for pre-call planning, etc. I'm curious for other tools that you're using.
I've been using Gemini to source hot territories, target prospects and leads. I've only used it a handful of times and each time it's be eerily dead on to help find me some hot accounts.
if your company is on Google Workspace, you should be leveraging NotebookLM for how most are still using chatGPT. 1. Google is including NotebookLLM pro for free, so you have it! 2. integrates with google docs so you can quickly connect to call notes or account plans or order forms or whatever docs/slides in Google and the LLM will stay up to date with latest info kept in your docs/notes (chatgpt also just added this so maybe it's a moot point, but an important feature), 3. create a notebook space for each account, use this for help with emails, deal planning & coaching, creating briefs for leadership, etc. This has saved me tons of time producing great content to help me navigate and develop accounts
We build chatgpt bots - it has my company info from our site and pdfs we feed it and we ask it to pull up specifc info (funding rounds, any big news, succession planning, etc) based on the company name we give it and put it into an email - you can continue to train your bot so it knows what kind of emails you like for cold, personalized outreach. If you dont give it prompts it will sound to robotic but once it gets your style you wont need to feed it prompts everytime itll just know once you put in the company url
AI can be helpful for building prospecting lists, and identifying key accounts based on external criteria you provide to help you prioritize and organize your prospecting activity.
Tell your manager that AI should replace her. Since they bring little to know value and it will actually answer questions.
Check out salesmotion.io
What do you like about it?
I like using Gemini to put together responses to emails. I make adjustments to the output, but it normally does a good job of getting me started and cutting out a bunch of response time. There, now you're using AI.
Step 1: Tell your manager you’re using AI. Step 2: Keep doing what works.