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AI and Sales Management:
Fact, Fiction, & Future

AI and Sales Management: Fact, Fiction, & Future

Generative AI, ChatGPT, and all their friends are taking the world by storm. And modern sales is no exception.

But what about AI for managers and leaders?

Most of the talk has been about writing emails for reps and summarizing recorded sales calls.

How can Generative AI help managers, leaders, and revenue operations improve organizational performance?

Join our masterclass on “AI and Sales Management” to learn all about how AI can assist managers and leaders better monitor, synthesize, and act

Discussion topics

  • Managers: Keep track of what’s happening with your reps, distill the most important topics, and then take action.

    • Monitoring: AI can help keep tabs on what’s happening rep by rep in a way that would be impossible manually. Never miss a thing.

    • Synthesis: What are the themes across a team to pay attention to? What about with a single rep? AI can automatically distill and synthesize across hundreds of signals and separate signal from noise.

    • Action: What would be a coaching schedule to help fix this problem rep? What would be some good talk tracks for discussing this performance topic?  What would be a great email to send this rep teeing up a discussion? AI can help with all of these.

  • Leaders & Ops: Leveling up, AI can help leaders stay on top of what’s happening across the entire business, and ensure that managers are managing effectively and consistently.

    • Monitoring: Leaders and Ops want to know what’s changing across their business, and which teams they should be concerned about. AI can proactively surface these topics without leaders having to ask.

    • Synthesis: What are the biggest themes across your organization to address? A broad deficit in activity? A decline in conversion rates from a specific stage, team-wide? AI can synthesize, distill, and surface these answers proactively.

    • Action: Leaders and Ops need their frontline managers to manage in an effective and consistent fashion. AI guideposts that provide coaching recommendations ensures managers are acting to improve rep performance, rep by rep.

Key Takeaways

  • Even if you have a tool that crunches the numbers for you, highlighting a problem, the next step is still a giant hurdle when contemplating what to do with this information. Large Language Model AI can help. Feed it a prompt based on facts and it will distill a recommended plan of action instantaneously.

  • The idea for a manager is to look at a reps page and hit the AI button. Cutting down (possibly eliminating) time spent interpreting data and spending more time on actually managing their reps.

  • A big challenge for 2nd level leaders is getting their 1st level managers to even manage. AI provides guide posts for managers.

Resources