Skip Dreaded Sales Tasks and Have Your Best Quarter Yet with Next-Level Generative AI

As a seller or sales leader, you’ve likely experienced the feeling of being bogged down by tedious tasks, data entry, internal meetings, account planning, training and development, and more. It should come as no surprise that the job sellers are hired to do, evaluated on, and compensated for makes up only 28% of their time, according to the Salesforce 2022 State of Sales report. Oddly, despite rapid advancements in technology, this statistic remains… static.

What if we (finally) rewrote the rules? Instead of asking our sellers to spend the majority of their time doing administrative work, what if we automated that work for them? AI-powered automation can free them up to do what they were hired to do – build trusted relationships with customers. Heck, these relationships are what the company thrives on! 

Let me show you three new ways People.ai can help sellers ditch the busy work in their day-to-day. Automated Account Planning, Automated Deal Scorecards, and a configurable SalesAI Assistant free them up to spend more time on revenue generating activities.

First, introducing modern day account planning

Today, account planning has moved from an annual task to a continuous (manual) task. We ask sellers to conduct company research, identify goals and objectives, chart stakeholders, create a strategy, and much more. They’re asked to do this for all their target accounts. (Talk about a time suck!)

But with People.ai, it doesn’t have to be! Automated and effortless account planning is here! Utilizing generative AI and large language models Automated Account Plans auto-fills account plans using:

1. Public data (e.g. company website, quarterly earnings reports, 10-K, press releases). and,
2. *Newly available* non-public data (e.g, CRM fields, prospect/customer engagements, persona data)—all in seconds. 

Plus, People.ai acts as a secure bridge between your organization and public generative AI tools so you never risk sharing private data with open-source GPT tools. And it’s available within your existing CRM, keeping you in the flow of work.

Productivity hack unlocked! In fact, according to the Generative AI 2024 Planning survey by Gartner, nearly 1,000 business leaders who were early adopters of generative AI reported a 22% productivity improvement and 15% increase in revenue, on average.

Second, meet friction-free deal qualification

Before you can close a deal, you must qualify it, typically against your organization's sales methodology. This is another manual exercise where sellers must revisit handwritten notes or call recordings to identify budget, timeline, decision makers, and competitors, leading to significant time wasted.

There’s a better way! Automated Opportunity Scorecards auto-complete methodology-specific questions based on your unique approach to deal qualification and your complete deal history.

But how? To begin, customers like you have told us that while different companies may use the same sales methodology, how they deploy it and define each category varies significantly from company to company. Because of this, we train People.ai on sales methodology fundamentals. And each company’s deployment of the People.ai platform is trained again on their own methodology-specific enablement materials. 

Once trained at the deal level, People.ai can evaluate the completeness of the seller's scorecard answers from 0-100% and assess the quality of the answers from low to high.

To best qualify the deal, sellers can select “Answer Assist.” People.ai will analyze dozens (potentially hundreds) of calls, emails, chats, meetings, transcripts, CRM notes, and more. The platform then displays its findings and offers coaching recommendations to improve the seller's original response.

All of this is available in a single dashboard—creating a scalable way to qualify deals for both sellers and leaders. You’re about to achieve new levels of accuracy and efficiency!

‍Third, your personal AI Assistant

You’ve qualified the deal against your sales methodology - now what? We all know, even qualified deals can slip or push. Often, this is because of blind spots you weren’t aware of. This is where SalesAI comes in! 

SalesAI is a generative AI platform that analyzes every call, email, meeting, chat, transcript and more to power highly contextual summaries on every Account and Opportunity. These summaries include key topics discussed, next steps, and potential risks - creating a single source of truth across your entire GTM. By surfacing blindspots inside your inbox, CRM, or People.ai web application, you can mitigate risks before it’s too late.

But that’s not all. Imagine getting your very own, on-demand AI Assistant. One that understands your organization's unique sales motion. One that’s been riding shotgun on every call, email, meeting, chat, and beyond. One that’s available - day or night -to help you proactively identify next best steps and avoid last minute surprises. 

The good news? You don’t have to imagine - Meet your SalesAI Assistant, an intelligent assistant with data-backed answers to all of your account and opportunity questions. Out-of-the-box your SalesAI Assistant can catch you up on a deal, identify deal risk, let you know if a deal is on track, or coach your rep - all in seconds. 

Because we know your sales motion is unique and revenue questions run deep, newly available is the ability to:  

1. Train your assistant on your sales motion (E.g. your competitors, your sales methodology, stage qualification, or exit criteria)
2. Configure your prompts based on what matters most to each member of your team.  Create separate prompts for sales, customer success, executive leadership, and more.  
3. Let your assistant know how you want responses formatted ( bullets vs. paragraph, tone, max word count, etc.)

This isn’t your average assist, delivering average results. Unlike other AI Assistants, SalesAI:

1. Finds the signals hidden in all of your GTM data - seller activities, other tech solutions, company data - and surfaces them in specific, actionable ways 
2. Uses billions of buyer and seller data points to provide inferred win rate and predicted buying power
3. Never shares your private data with open-source GPT tools
4. Won’t train our LLM on your data

People.ai’s new generative AI solutions are transforming the way sellers work. By eliminating time-consuming tasks, providing real-time coaching on active deals, and offering a personal AI Assistant that deeply understands your customer history and recommends next steps, People.ai is enabling sales teams to stay one step ahead. Embrace the future of sales with People.ai and create a team of consistent closer.

Want to see each of these in action?

We’ve got you covered. Join our LinkedIn Live series: Summer Demo Days. 

• Tuesday, August 20, 12 p.m. PT: Configurable SalesAI Assistant 
• Wednesday, August 28, 10 a.m. PT: Automated Account Plans
• Tuesday, September 3, 12 p.m. PT: Automated Opportunity Scorecards 

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