The 10 Best AI Tools for Reaching Your Sales Goals

Jay and his team empower Salesforce customers to make every moment count with Marketing Cloud’s industry-leading data, AI, and activation innovations. He’s a musician, avid reader, sports fan, and lifelong enthusiast for traveling to new destinations. If you want to make better business decisions and train sales reps, you’ll need to adopt new technology for sales into your training process. Start off by assessing your sales training tech and audit your tools for a holistic view of your in-house capacities. Gen AI can combine and analyze large amounts of data—such as demographic information, existing customer data, and market trends—to identify additional audience segments. Its algorithms then enable businesses to create personalized outreach content, easily and at scale.

By introducing AI tools, you may encounter concerns and fear among employees regarding their job security. Exceed.ai’s sales assistant also does a great job at nurturing and following up with prospects to guide them down the funnel. The platform offers a wide range of pre-built templates, allowing the users to stitch personalized intros with pre-recorded videos, and more.

How Will Generative AI Affect Sales Reps’ Jobs?

AI’s predictive nature is a significant asset for B2B sales, characterized by intricate processes. An increasing number of AI tools are being launched, which means AI will continue to reshape the way sales teams work. While there are concerns about AI’s impact on job roles, real human interaction and connection are still a vital part of the sales role. AI can be used to transform raw data into actionable insights, strategies, and best practices within a matter of seconds. These tools quickly analyze customer data, interactions, and sales conversations to reveal incredible insights into behaviors, preferences, challenges, and purchasing patterns. AI tools lack empathy, understanding of complex human emotions, and nuances that are inherent in human communication.

• They can also use ChatSpot or Gong to automatically capture and transcribe sales calls.
• As your sales AI Avatar learns, it gets more intelligent and automatically creates digital marketing interactions with leads.
• Odds are you’re already doing so with one or more tools in your sales tech stack.
• You define the criteria of what a high-quality lead looks like and then these platforms send “trigger reports” into your sales reps’ inbox automatically.

Instead, it’s recommended to use a centralized sales platform like HubSpot, where your sales team can manage all their activities in one place. That should include lead scoring, content creation, or capturing and transcribing conversations. Imagine your sales team using ChatGPT to create sales collateral, Gong for extracting insights from calls, and HubSpot for lead scoring. The platform uses AI to provide real-time assistance to sales teams by connecting reps with live recommendations, scripts, and more. In addition, Dialpad provides advanced AI coaching with sentiment analysis.

How AI Helps With Sales Prospecting

With Beautiful.ai, gone are the days of staying up til midnight creating or updating slides for your sales demo. Its DesignerBot can generate slides for your sales team with just a few prompts. This tool is for you if you’ve ever managed sales collateral only to discover that your sales team uses a slide deck from 5 years ago in their pitch. It’s also important to note Einstein GPT’s Marketing Cloud functions, like generating dynamic, personalized content across marketing channels. Einstein GPT also uses Tableau data to prompt you when it might be time to sell and upgrade to your clients based on usage or other factors.

By doing so, companies can reduce their customer acquisition costs and improve their CAC payback period. AI improves this lead generation process by identifying potential leads, as well as providing up-to-date contact information and insights into lead behavior. With predictive lead scoring, AI helps sales teams prioritize prospects with a higher likelihood of conversion, thus optimizing their efforts for better results. While AI can’t replace the human touch that is essential in sales, it can help salespeople with many aspects of their roles. From lead generation to personalization, predictive analytics to chatbots, AI-powered tools are providing sales teams with data and insights that help them to be more effective and efficient. 53% of salespeople use AI tools that offer data-driven insights, including lead scoring tools.

Key Sales Challenges for 2024 [+How You Can Overcome Them]

Use AI technologies for lead generation in both inbound and outbound strategies. For example, AI chatbots can interact with website visitors, collecting lead data in real-time. AI can also track user behaviors on websites and digital platforms, discerning their preferences and intentions. This data helps you further deliver personalized ads and relevant lead-gen content.

Your knowledge of a customer’s needs informs every decision you make in customer interactions — from your pitch to your sales content and overall outreach approach. Zoho uses AI to extract “meaning” from existing information in a CRM and uses its findings to create new data points, such as lead sentiments and topics of interest. These “new” data points can then be leveraged across several use cases.

Sales Tips You Need to Know For 2024 [Expert Insights]

This might be costly and overall complicated for small businesses or startups. You can integrate Snov.io with other CRMs with AI sales features for automated lead enrichment and real-time data updates. That will help you reduce manual tasks and improve the overall sales process. If AI algorithms are not transparent, which is often the case, it can lead to mistrust among customers and sales teams. You should understand and be ready to explain how decisions are made by AI models.

Make sure to weigh in which tools are necessary and prioritize the ones that will have the biggest positive impact on your team. No matter how great your sales team is, there are always going to be human errors, delays, and inefficiencies. This could be misspelled names, grammatical errors, or blank form fields.

AI tools can help organizations close the gap, but most don’t know how to use them effectively. In this article the authors describe how sales AI has been a real game changer at a few companies. They also pro­vide a self-assessment tool, how to use ai for sales the Sales Success Matrix, that will show sales leaders where to start or improve their AI journeys. AI enables you to quickly analyze and pull insights from large data sets about your leads, customers, sales process, and more.