What are the most tedious or annoying Sales tasks that you wish you could automate by using AI?
Founder in Services (non-Government), 2 - 10 employees
Updating the CRM ( Salesforce). The tools are getting smarter and we can run automations and flows with logic, but would be nice if you log a call, it would auto update your lead status based on the comments in the call and set a "logical" next attempt date. We could program all this, but would be nice if it just knew. Also list clean up. We often see state is not populated correctly and then that blocks actions and syncs. I heard that google has an AI tool to fix data, but have not studies up on that yet.CEO in Software, 2 - 10 employees
does attention do this?
VP of Sales in Software, 10,001+ employees
Lead scoring, Pipeline management and forecastingCEO in Software, 2 - 10 employees
Thanks for your feedback , are you talking predictive for lead scoring and forecasting? Also, what did you have in mind for pipeline management?
VP of Sales in Software, 10,001+ employees
Great questions !
I have seen predictive lead scoring and forecasting be more accurate through time than what a seller can do, tons of competing agendas…
On pipeline management, I can imagine mechanisms to help evaluate risk in each stage, as well as recommend available resources to help minimize that risk and finally recommend other risk mitigation tactics based on ‘others opportunities like yours’ from a sequencing perspective…
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Director of Sales in Insurance (except health), 2 - 10 employees
It always depends in which business you are active. AI will support in many areas, but if you work in a people driven business or market, AI just could support in creating tools and arguments, remaining is the human touc...read more
Great insights Carol and I think many feel the same way. What do you think of the Sales Nav aspect?