What AI investments for sales are driving meaningful value today, and why? If they’re not driving value, why not?

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VP of Sales in Softwarea day ago

I have invested in Conversational Intelligence, Transcription and Summarisation through Teams Premium and seen ROI in the region of 20x (soft benefit of time saved and repurposed to other activity). Most use cases I'm prioritising are productivity related. We have some success with custom GPTs for sales to create sales approaches, propositions, and content.

Outside of productivity, customer facing bots have proven to be revenue generating linking client questions and needs with our products. Additionally,  i am exploring enablement AI use cases to drive improved conversion.  

Director of IT in Software8 months ago

I can talk about GenAI Co-pilots, which are found useful for the sales process. Based on the customer context the Co-Pilots can generate useful conversation material while you are talking to the customer. The recent issues, NPS, high value customers, what products are already been used and how to position new products. There are some of the Co-Pilot use cases that are implemented by our team to increase the contextual conversation with the customer.
Without Co-pilot, it takes time for the sales executive to collate this information, and the recent transactions are difficult to summarize while you are on call or chat with the customer. This is a big bonus for the sales team.

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We use a Marketing Automation(MA) system (Pardot, Marketo, Hubspot, etc) and score based on form fills only19%

We use MA to custom score "buying signal" page visits and video views36%

We use MA to track just opens and clicks of emails

We have a CRM custom scoring system that considers ICP (ideal customer) and CRM activity11%

We use Salesforce Einstein2%

We use lead scoring in Marketing but Sales ignores it16%

We have an Account Based approach and just call a finite list of targets no matter what their engagement is

We are considering lead scoring but not sure how to approach8%

We are not interested in lead scoring5%

What is lead scoring?

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