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Which AI Tools can Sales Managers adopt today?
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A very much WIP list published for Future Work. Email additions to daan@flexos.work.
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TaskAI ToolHow It HelpsPrompt Samples
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Generate or punch up a basic sales strategyChatGPTReview sales strategies based on all best practices available."Imagine you're the Chief Revenue Officer at [best company in your industry.] Create a sales strategy that would accomplish [Goal X.]" or "Review the sales strategy pasted below and find 5 ways to improve it tenfold."
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Qualify leadsGoogle Bard (also Bing with GPT4, ChatGPT Pro with Internet Access)Research leads based on the most up-to-date information (basic ChatGPT doesn't know anything beyond 2021.) Note: you can use a tool like GPTforWork to apply the same prompt to a list of potential leads you have in a Google Sheet.)"Imagine you're the best sales development representative at [company or 'in' industry]. You have received a lead from [prospect name]. Give me 5 reasons why this is or isn't a great lead for us at/in [your company name/industry/offering]."
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Clay"Automate your sales prospecting by combining data from any provider to find your ideal customer and send personalized messages powered by AI."
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Salesforce Einstein"Tackle your best leads first with Einstein Lead Scoring. Based on your past deals, Einstein automatically prioritises the leads most likely to convert and close."
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Write persuasive emailsGrammarly Go (also Jasper, Copy.AI, Notion AI, Canva Magic Write, Microsoft Copilot for Dynamics and Viva)Can start new emails and reply to incoming ones, in any existing email client you use. It reads the intent of the person emailing and suggests full replies, significantly cutting down the time required to respond. It reviews and suggests edits to your email in real-time to make them more persuasive and easier to read.
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Information lookupSoon: integrations into MS Office, Google Suite, etc. Companies will also develop their own co-pilots.Find relevant information to prospect questions, for example, the most up-to-date pricing models, discount strategies, account-specific rules, etc.
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Write personalized emailsApollo AI (especially for cold outreach)Writes personalized cold outreach emails based on Apollo data. If you're already using Apollo, this makes it very easy to reach out to new prospects in a personalized manner without doing any research.
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Salesforce EinsteinWrites personalized emails, email replies, and follow-ups based on all information available in Salesforce records.
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Hippo Video"Hippo Video’s AI-powered platform allows users to craft compelling sales videos that drive engagement and conversions, without having to hit ‘record’ every time."
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Schedule meetingsClockwiseAutomates meeting scheduling, and uses AI to smartly move meetings around in real time to ensure as many meetings fit in the schedule
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Improve Selling SkillsZoom IQ for SalesAnalyzes sales calls in real time and coaching sales team members on how to be more pursuasive
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Second Nature"Practice any type of conversation with our sales training software"
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Spiky"Use the power of AI to gain insights, identify areas of improvement, and determine the path to success for your sales meetings."
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Transcribing meetings to include in the CRM. Send meeting recaps and next steps.Fireflies (also: Otter, Grain, MeetGeek, Microsoft Copilot for Dynamics and Viva for Teams Meeting recaps)Automatically transcribes meetings, and integrates with Hubspot natively. Fireflies generates recaps of meetings with potential next steps, which can be copy-pasted into the follow up email.
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Build relationships with customersChatSpot.AI by HubspotHelps HubSpot customers add contacts and companies to the HubSpot CRM, create custom reports, and draft professional sales emails personalized to the recipient, using a natural language chat-based user experience.
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Customize Sales ProposalsComing Soon: Co-Pilot in Microsoft Powerpoint (Currently: Beautiful.AI, Tome)Quickly change sales proposals based on data in other apps, and prompt Powerpoint to add slides with dynamic content from GPT. Currently, Beautiful.AI and Tome promise the same, but doesn't save enough time to switch from Powerpoint, which people are already familiar with.
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Negotiate contractsChatGPTRehearse conversations to prepare for negotiations."Imagine you are master negotiatior Chris Vos. You are dealing with the following situation: [situation]. What would you do first, what are possible ways the prospect could respond, and how do I respond to that?"
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Improve sales scriptsChatGPTReview and improve sales scripts."Imagine you are the best sales script writer in the world. Below is the sales script I'm using to [objective X]. What could I improve to be 10x more persuasive and get the prospect to [goal Y]."
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Meet sales targetsSalesforce Einstein"How likely is your deal to close? Get real answers instantly — and explore customer sentiment, competitor involvement, and overall prospect engagement — all with Einstein Opportunity Insights."
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ChatSpot.AI by HubspotAllows you to ask questions instead of clicking buttons."List the deals closing this month with stage and forecasted revenue."
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Creating reportsSalesforce Einstein"How likely is your deal to close? Get real answers instantly — and explore customer sentiment, competitor involvement, and overall prospect engagement — all with Einstein Opportunity Insights."
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ChatSpot.AI by HubspotAllows you to ask questions instead of clicking buttons."Show me a monthly summary of web visits for last year."
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Train and developChatGPTCan give personalized advice on where sales reps can improve based on actual past work."Imagine you are the top sales trainer at [top company in your industry.] Read the following email and meeting exchange(s) that didn't result in a sale. Where would you implore me to make change to be 10x better at closing deals?" [copy/paste the CRM records for a lost deal right below.]
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