Thinks of the Sales AI Implications for Salespeople
When preparing for discussions about sales AI, already begin to consider how it can benefit key people of the sales teams. After all, the only reason to introduce new tools is so that it improves workflows,not distracts or complicates them. One of the first benefits that should come to mind is how AI for sales acts as an additional intelligent toolkit for salespeople to take advantage of. That's why salespeople should be centered in conversations about preparing for sales AI tools.
Figure Out Who Else to Consult About AI for Sales
In addition to salespeople, consider the CRM data scientists and other roles who regularly interact with CRM systems. Because sales AI is so intertwined with these systems, they will be an important part of the development process. For example, certain AI tools like intelligent market monitors can transform CRMs into digital sales machines. Because many of these tools can be added directly to Salesforce, Dynamics, or Oracle platforms, it makes sense to keep them in mind when preparing for sales AI.
Integrate Sales and Marketing
A final suggestion for what to bring up during initial sales AI conversations—the importance of multi-team integration. Successful sales and marketing teams are in tandem with goals and practices. Preparing for sales AI shouldn't change that. Both teams offer particular insights about the potential and reality of AI for sales.
As sales AI is first considered, make sure that it gets a proper introduction. A sales team's first reaction may be to reject AI due to fears of job loss and robotic replacement. Ensure this doesn't happen by framing AI for sales as what it is, a set of digital tools to help salespeople. Of the different types of sales AI tools, there are two major kinds to prepare for—task management tools and data processing tools.
Task management tools are rooted in automation and can help streamline workflows to increase productivity and improve client experience. Automated scheduling, document management, and intelligent communication tools can take care of the simple, yet time-consuming tasks. These tools are best to help with the tasks required to keep the sales process moving but aren't directly related to the act of salespeople having important conversations with clients. Learn more about how task management tools fit into sales AI in the complete guide to the topic.
Process More Data Than Ever Before
Sales AI shines when put to work on research and data processing. This is where artificial intelligence can do more than a single salesperson. In digital tools that analyze billions of data points to offer recommendations about, AI is the key to getting all of that work done. Again, this isn't to replace expert salespeople, rather offer them these insights to perform their most informed selling.
Identify What Data Is Important to Sales AI
After initial conversations about sales AI and its tools, the next step in preparations is to evaluate the data your business has. It's this demographic and behavioral information about clients that will begin processes like predictive lead scoring. The best sales AI tools can process this sales data and use machine learningto gain even more insights about what kind of results are most relevant for your work.
Focus on Specific Goals
Once you overview the data you have that will begin the sales AI process, you're ready to think about the specific goals your sales team intends to work on. This could be saving time or extending budgets. AI for sales tools that perform important research can save 5-10 hours per month compared to extensive manual sales research demands. Tools like these can also save $500-1k monthly on research expenses.
Sales AI Should Seamlessly Integrate
As mentioned, a seamless CRM integration is critical for sales AI preparations. Any considerations about AI for sales will mention the importance of choosing digital tools that compliment your existing platform. Salesforce Einstein, Dynamics 365 Sales, Oracle CX Sales, and SAP C4C are all major systems that welcome additional sales AI capabilities to maximize your investment. Intelligent market monitors are simple and effective tools to transform CRMs by creating dynamic digital sales playbooks.
Key Insights Straight From Salesforce Einstein
A deeper look at the different types of CRM platforms and their integration capabilities is a good idea during the preparation stages of sales AI. First, Salesforce Einstein. Certain intelligent market monitors can provide key insights straight from your Salesforce CRM. This means it can help with opportunity identification, product-centric talking points, or relationship mapping.
Supercharge Channels With Dynamics 365 Sales
Working with Microsoft Dynamics 365 has never been easier. It integrates with intelligent sales tools to supercharge channels. When preparing for sales AI, consider the kind of tools that find and build stronger relationships through contextual AI. These tools can detect demand and risk systematically and in real-time to ensure that salespeople are getting the most accurate and up to date information to accomplish smarter selling.
Oracle CRM systems are another ideal partner for sales AI. In this preparation stage, make sure you're finding the tools that not only seamlessly integrate, but also identify hidden opportunities and generate leads in net new markets. These kinds of sales AI tools go further to enhance existing dashboards and analytic reports.
Elevate Performance With SAP C4C
Perhaps your sales team uses SAP C4C for its CRM system. In this case, like the other major platforms, it also easily accepts additional sales AI tools into its system. AI for sales tools that create action cards at the point of impact can notify salespeople at critical stages of the sales process. From the identification of relevant buyers to detection of new opportunities not otherwise found in CRM, these sales AI tools can elevate any sales team's performance.