How Top Sales Teams Are Crushing It... Using AI The Right Way
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TASK #1: CALLING LEADS
The Old Way: As the saying goes, you would 'dial for dollars'. You would have endless and exhausting dial-a-thons begging unqualified leads to listen to your opening pitch... hoping they don't cuss you out before they hang up on you. This is a heavy drain on resources, leading to low morale and internal chaos. It could be argued you would rather get a root canal instead of picking up the phone.
The NEW WAY: With AI, everything is turned around. Now your phone rings ONLY when a lead is ready to talk to you, or when their scheduled appointment has arrived. When the phone rings, you feel excitement... you think opportunity. This leads to happier sales teams who are working with laser-focused productivity.
TASK #2: EMAILING PROSPECTS
The Old Way: Sending one custom-tailored email to one lead... no problem. Sending many custom-tailored emails to many leads... not gonna happen. This leads to creating a one-size-fits-all email that's lifeless and has no chance of moving your prospect to the next step in your sales cycle.
The NEW WAY: With AI, you have an army of assistants who will custom tailor each and every experience with your prospect... no matter if it's from email, SMS, phone, FB messenger, or Live Chat. The old way is where so much slips through the cracks. The new way has no cracks.
TASK #3: SCHEDULING WITH CUSTOMERS
The Old Way: The Old, Old way is when you get out your calendar and schedule the appointment yourself, manually entering the information into your system... then manually starting the next step. The regular Old way is with calendar systems like Acuity, Calendly, or ScheduleOnce... which do a great job to schedule your prospects, but require a lot of duct tape to get the next action to happen... if at all.
The NEW WAY: With AI, your calendar booking system is fully integrated with your lead management system... so once an appointment is booked, all the 'custom-tailored' follow-up automations start in the background, while you grab another cup of coffee. Furthermore, AI takes the scheduling wizardry to another level.
TASK #4: QUALIFYING & NURTURING LEADS
The Old Way: You typically move your prospects through the pipeline manually, depending on what action they take... or don't take. Sifting through the leads is a grueling process... and mistakes happen often. Furthermore, there's a lot of human analysis, and it's often unreliable and never consistent from one human to the next.
The NEW WAY: With AI, it's all about precision. Lead targeting is precise... pipeline flow is precise... data-driven insights are precise... data-driven decisions are precise... everything is precise and with purpose. Data will be at the core of everything... allowing your team to work efficiently selling more in less time.
TASK #5: CUSTOMER ONBOARDING
The Old Way: Some sales teams have a formal customer onboarding system... yet most do not. The truth is more emphasis is put on the sale compared to the delivery of the product or service. Most onboarding is done manually... at a snail's pace... and the experience for the customer is not off to a good start.
The NEW WAY: With AI, the customer onboarding is systematized, automated, and custom-tailored to the client... depending on their data points leading up to this point. Furthermore, progress and milestone steps are crystal clear... and in real-time. It's a HUGE upgrade in both deliverability and experience.
TASK #6: UPSELLING & CROSS-SELLING
The Old Way: It's safe to say the data is not very accurate at this stage of the customer lifecycle. Too many areas of opportunity have been missed up to this point. Therefore, growth opportunities for additional or upgraded services happen at far too low a percentage, compared to what they should be. In simple terms... too much money is being left on the table.
The NEW WAY: With AI, the data is correct and empowering. Now your sales teams can add additional products or services that make sense... opportunities your customers actually want. This could potentially lead to another 10-30% of top-line revenue for the company and/or commissions for your sales team members. If your clients are having a GREAT experience already with your company, they will be very open to new opportunities.
TASK #7: CUSTOMER RETENTION & LOYALTY
The Old Way: As mentioned before, bad data at this stage leads to a 'men are from Mars, women are from Venus' scenario. Your sales team thinks things are going great, yet the customer is looking for a way out. Since engagement isn't automated and custom-tailored, it's shallow and sluggish.
The NEW WAY: With AI, the customer journey is firing on all cylinders at this stage. The client is happy and feels understood. That's a big deal. The engagement is genuine and appreciated. The client is happy and views your team and/or company as a valuable resource they can't function without.
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