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Writer's pictureJinisha Arora

AI in Sales: 12 Solid Tools + strategies that work

You know your sales team is working hard. You can see the amount of effort they’re putting in —  but something still isn’t quite right. The results are simply not coming in.


Chances are:

  • They don’t know who the right prospects are & which leads to focus more energy in.

  • They’re overwhelmed by their tech stack (happens more often than you think).

  • They don’t have the bandwidth to stay personal & relevant. Templated email outreach? Dead. Hyper-personal AI emails are the only way ahead.


AI SDRs can help with every single step to help them make smarter decisions, faster. From automated lead generation AI tools, enhanced lead qualification, to even data-driven deal closure. Here’s how you do that.


⚠️ We’ve shared a lot of in-depth strategies here outlining different methods in which you can integrate AI tools into your workflow to enhance SQLs. It can be an intensive process with multiple different touch points. But there is an easier way: AI SDRs. AI SDRs, such as Emma by Revrag.ai, have been designed to take over the entire process bringing AI in Sales. Learn all about them here.

Using AI in Lead Generation


Know what to look for

Don’t just look at demographics & psychographics. Dig deeper — pay attention to their tech stack, recent organizational growth, ticket values, funding announcements, etc. AI sales tools, like Revrag.ai & Einstein, can help you scrape thousands of data points to integrate all data providers into one single solution.


Ensure that the AI sales tool you’re using is fully integrated with your CRM. Typically, this would happen on the platform itself. This enables super easy transitions, letting you move leads from a Generation to a Qualified stage instantly. With minimal manual effort. How cool is that?


🔮 Emma by Revrag.ai scrapes thousands of data points to integrate 10+ data providers, covering a wide variety of demographics, psychographics, technographics, and organizational metrics. The platform walks you through each step, till CRM integration where you can connect any CRM you’re using effortlessly.


Listen in — & focus on specific pain points

If you’re somewhere in the 0-1, 1-10 stage of your company, you’re probably already paying attention to social listening. Using AI in sales can make it that much easier with predictive sentiment analysis models. These can tell you which customers are most likely to convert based on what signals they’ve been sending out.


Basically, what they really care about at that moment.


🔮 For example, Emma by Revrag.ai helped Bindbee improve their lead generation by using the right buying signals. For their HRIS integration platform, she looked for high-intent buyers that were either hiring integration engineers, were looking for ways to make integration easier, or were scaling rapidly. These were all signalling a need for Bindbee’s platform.


Pro Tip: To do this properly, apply sentiment analysis models to the C-Suite employees of your competitor companies. This will help you understand which pain points they’re trying to address at that time & how effective their current solution is. You can then tailor your campaign to meet them in their need.


Lead Qualification


Score & win

You won’t believe the amount of time SDRs end up chasing a lead into the ground, while a high-intent lead is just sitting in their pipeline waiting for the next steps. With AI sales tools like Pecan AI & Salesforce Einstein, you can tear that away by leveraging lead scoring models.


They use buying intent signals to judge how likely a lead is to convert. With machine learning algorithms & feedback loops, they continually enhance these scoring models. You can then make smarter lead decisions in as little as one month.


Pro Tip: Build different scoring models to judge customers in the MOFU/TOFU funnels. This will help you move them onto another funnel, so you can build that relationship over time.


Bring back lost customers

Using AI in sales data enrichment can also help you reactivate conversations you thought had previously closed. You can run your previous data sets with AI models to understand how their needs have changed and whether they’re currently sending out high-buying intent signals.


To make this flow seamlessly, you can trigger tools like Customers.ai & Pipedrive to continually keep an eye out for these leads. They’ll notify you as soon as there’s any movement in current leads. You can also cross-reference enriched data against customer profiles to see which leads hold the most potential in that moment or over the next quarter.


You can then run A/B campaigns to see which methods work best in re-engaging these leads. You will want to segment these campaigns based on whether they’re entirely cold emails who’ve never responded before or how much depth each conversation has had. Set up AI-led visual dashboards to do this instantly, and also keep other team players in the loop.


Outreach


Keep things personal

With email marketing becoming so rampant, the only way forward is to get personal. Hyper-personalized AI email campaigns have far greater open rates than the templatized ones most SDRs are used to sending.


The best way to do this is to enable dynamic content creation, with tools like Copy.ai & Lyne AI, that can tailor messaging at scale with minimal human input. Set these up with segmented customer groups, so each group has messaging that will connect with them.


For example, en-gaged customers will likely respond better to a case study as opposed to entirely cold leads who don’t even know what you do just yet. For this, you’ll want to work with a platform that has different outreach playbooks.


Tailor AI sales messaging across all channels

Email, cold calling, LinkedIn — something everyone does. But managing several different channels can get tricky. You’ll want to rely on tools that can bring in multi-channel communications on one platform: AI sales tools like Skit.ai, Landbot, Revrag.ai.


Be sure to set common sales objectives across all channels, so you can also control the way you’re positioning your brand. One of the trickiest things about a multi-channel approach is that it can dilute your brand voice in front of customers when not done well. Using a common messaging strategy & then running each channel as a complement of the other will help build a stronger relationship with your prospects.


Deal Closure


Get AI-generated pitch-perfect meeting notes 💅 

You’ve done the work. The client is interested, and now you have to crack the call. You won’t believe how easy it is to mess up this step. Most SDRs have to rely on a templatised script to crack the deal — because they don’t always know what to say that’ll immediately hit home with the prospect.


Leveraging AI sales tools can drastically improve your chances of cracking the deal. Full-stack tools like Emma by Revrag.ai are the best bet here. They’ll already have a clear vision of the client’s information, past interactions, motivations, and how to tailor the script to meet their interests. Emma will listen in to your conversation on call and also share valuable pointers that can help you improve flow in real-time.


Pro Tip: Be sure to use a tool like Sybill  to transcribe meetings, prepare summaries, and share action items for both parties. This way, you’ll know exactly what the next steps are and can implement them swiftly.


Get those sales contracts early!

The most important step — and it can be fully automated with AI sales tools like Juro. Close the deal quickly, as quickly as that very same day, using AI sales tools that can integrate e-signatures, run compliance checks, and enable version control.


This ensures that the contract is valid, protects your interests (in terms of IPs, deal terms, etc), and is legally viable for both parties. It also cuts down all the back-and-forth that would typically happen between different teams into one easy integration with approval from legal, finance, sales, etc.


Conclusion

That’s it. There you have a tailored strategy for AI in sales with actionable advice that you can implement tomorrow. Of the tools mentioned above, our favourites have to be Revrag.ai, Customers.ai, and Pecan AI.


And of course, remember. There’s ways to incorporate AI in your sales workflow without such a heavy tech stack. Work with an AI SDR — who can work as another member of your sales team and reach prospects globally, around-the-clock, fully on autopilot.

Book a demo today & know all about the potential agents hold with AI in sales.

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