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B2B Sales AI Co-Pilot

Suggested by JL Jason Lok about 3 years ago

Generative AI for B2B sales demos and post-call follow up automation


End to end integrated platform by AI


From the booked Zoom meeting with prospects:


  1. Initial demo and brief prepare presentation by AI
  2. Calls are note-taken or audio recorded. --> for automated follow up summary brief emailed to client for the post-call engagement.
  3. Initially, this can be used to augment the call with a live AE salesperson on the call and serve as a sales co-pilot. In reality, the AI component is trained in the background with common FAQ and sales logic.


alarm Why Now?

Technology is capable of doing this.


In the interim, sales account execs can be on the call to answer questions and build rapport to train the model.


Will this replace AE? This will alter the role of AE but this can absolutely enhance the SDR screening process.

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how_to_reg  Douglas Thompson CFA followed B2B Sales AI Co-Pilot • 7 months ago
how_to_reg  David Jones followed B2B Sales AI Co-Pilot • over 1 year ago
how_to_reg  Wesley Kunze followed B2B Sales AI Co-Pilot • about 2 years ago
how_to_reg  Bharti Joshi followed B2B Sales AI Co-Pilot • over 2 years ago
emoji_people  Bharti Joshi is interested in coding / building B2B Sales AI Co-Pilot • over 2 years ago
lightbulb  Heena Purohit proposed Regie • almost 3 years ago
lightbulb  Mwhoeft proposed Click • almost 3 years ago
how_to_reg  Elena DeVoe followed B2B Sales AI Co-Pilot • almost 3 years ago
how_to_reg  Amanda followed B2B Sales AI Co-Pilot • almost 3 years ago
how_to_reg  Michael Murphey followed B2B Sales AI Co-Pilot • about 3 years ago
favorite  Tremayne Tatem liked B2B Sales AI Co-Pilot • about 3 years ago
how_to_reg  Tremayne Tatem followed B2B Sales AI Co-Pilot • about 3 years ago
how_to_reg  yanncik maroyi followed B2B Sales AI Co-Pilot • about 3 years ago
emoji_people  yanncik maroyi is interested in coding / building B2B Sales AI Co-Pilot • about 3 years ago
emoji_people  Mary Cunningham is interested in providing expertise to address B2B Sales AI Co-Pilot • about 3 years ago
how_to_reg  Mary Cunningham followed B2B Sales AI Co-Pilot • about 3 years ago
how_to_reg  Jason Lok followed B2B Sales AI Co-Pilot • about 3 years ago
lightbulb_outline  Jason Lok suggested that we solve B2B Sales AI Co-Pilot • about 3 years ago
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