B2B Sales AI Co-Pilot

Suggested by JL Jason Lok over 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.

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.