As the AI landscape rapidly evolves, one truth remains constant: AI tools are only as powerful as the data they rely on. When it comes to driving accurate and insightful outputs, quality and completeness of data are crucial. Missing data sources can leave sales teams lacking critical context, leading to missteps and lost opportunities.
"That’s where People.ai comes in—built and trained on the superfecta of sales activity capture, buyer insights, and CRM data spanning trillions of dollars in deals, People.ai lets you configure your SalesAI Assistant based on your unique sales motion, methodology framework, competitors, and more. This ensures a solution tailored to your team for highly accurate and actionable responses, making People.ai the most effective generative AI sales solution on the market.
And now it’s even better with these updates!
You might miss a meeting, but you’ll never miss a deal update
Now, SalesAI can ingest meeting transcripts from Zoom, Webex, Microsoft Teams, and Google Meet. Every relevant detail from sales calls is captured, processed, and used to enhance AI-generated insights, ensuring that account teams completely understand what’s happening with key contacts, opportunities, and accounts.
These call transcripts fuel key capabilities:
- Individual meeting summaries: Every meeting recorded by sales teams is distilled into concise summaries—available in the CRM. Team members can quickly understand meeting outcomes without sifting through extensive notes or spending time listening to call recordings..
- Deal and Account summaries: Aggregate meeting content to generate comprehensive overviews of deals and accounts. Sales managers can swiftly grasp the current status of an account or deal, including action items, next steps, and potential blockers.
- SalesAI Assistant: Ask SalesAI Assistant any ad-hoc questions you have for opportunities and accounts not covered in summaries. Each response draws on details discussed in meetings, capturing all the nuances and recent updates. Think of your SalesAI Assistant as your always-on sidekick that’s been taking notes every step of the way.
With these summaries, sales reps avoid the hassle of preparing deal updates, while account teams handling multiple clients stay in the loop on engagements that other team members have conducted—ensuring no surprises in critical deals. Sales leaders can stay up to date on what’s happening in key accounts, opportunities, and renewals without having to chase down reps for information.
Stay ahead with People.ai’s pre-meeting emails
To make sure relevant deal and account information is always easy to access, SalesAI now sends automated pre-meeting intelligence emails to internal attendees. These emails deliver a full snapshot of the account, recent interactions, and other essential information to help prepare for sales calls.
Your pre-meeting intelligence emails will include:
- Attendee analysis: External attendees’ titles, departments, seniority, and acceptance status
- Account summary: Highlights key discussion topics, next steps, and potential risks
- Opportunity snapshot: Lists engagement scores, opportunity values, deal stage, and close dates for the open opportunities in the account.
- SalesAI Assistant: Ask SalesAI a pre-defined or custom question inside the email for any additional details.
These emails bring critical insights directly to the inbox of account teams, reducing meeting prep time and helping reps and leaders alike show up to every meeting fully prepared and completely aligned
Smart selling starts with better data
SalesAI is more than just an AI tool—it’s a trusted partner that’s transforming how sales teams approach their work. By prioritizing a robust data foundation, SalesAI offers unparalleled accuracy and intelligence to sales teams looking to make data-driven decisions.
Join us for a conversation with Steve Vierra and Francesco Lanzoni, CRO and VP of Global Go-To-Market Operations at Beamery, on December 11. They’ll share how they leveraged SalesAI to drive better visibility, pipeline management, and forecasting across their sales org. Register here!
