How to use AI in Sales.

Automating Manual Tasks Of sales professionals, 35% reported saving an average of 2 hours and 15 minutes daily by using AI tools to automate tasks such as data entry, note-taking, and scheduling. For example, ChatSpot integrates with HubSpot CRM to streamline processes like email data capture and sales call transcription.

Offering Data-Driven Insights For 34% of sales reps, AI aids in sales forecasting, lead scoring, and pipeline analysis. Tools like HubSpot Forecasting Software assist in accurately predicting future revenue and identifying high-quality leads.

Generating Content Generative AI tools, utilized by 31% of sales reps, prove effective in creating sales content and outreach messages. While tools like HubSpot's Content Assistant and ChatGPT offer efficient content generation, a human touch remains crucial.

Toolz.

1. HubSpot

   • Features rich AI functionalities for lead scoring and sales forecasting.

   • Integrates seamlessly with ChatSpot for streamlined processes.

   • Native Content Assistant facilitates content creation.

   Pricing: Free with HubSpot’s CRM. Plans start at $50 monthly, depending on team size and subscription tier.

2. Apollo AI

   • Extensive database of 60 million companies and 260 million contacts.

   • End-to-end sales platform with AI-powered writing assistant.

   Pricing: Free plans available. Basic plans at $49 per user monthly (billed annually).

3. Drift

   • AI-powered conversational platform for personalized customer experiences.

   • Real-time analytics and engagement scoring for prioritizing leads.

   Pricing: Plans start at $2,500 monthly (billed annually).

4. Gong’s Sales Enablement Software

   • Revenue intelligence platform with AI-based insights.

   • Integrates across the tech stack for streamlined workflows.

   Pricing: Available upon request.

5. Hippo Video

   • AI-powered platform for scalable video creation.

   • Offers pre-built templates and customizable sales pages.

   Pricing: Free plans available. Pro plans at $20 per user monthly (billed annually).

6. Exceed.ai

   • Sales assistant automating lead engagement and qualification.

   • Smooth integration with websites via chatbot or email.

   Pricing: Available upon request.

7. people.ai

   • Provides AI-driven insights, automates tasks, and aids in CRM management.

   • PeopleGlass feature simplifies CRM management.

   Pricing: Available upon request.

8. Dialpad

   • Cloud-based communication tool with real-time AI assistance.

   • Advanced AI coaching with sentiment analysis.

   Pricing: Standard plans at $15 per user monthly. Pro plans at $25 per user monthly.

9. ChatGPT

   • OpenAI's revolutionary AI chatbot for diverse tasks.

   • Ideal for drafting emails, creating sales proposals, and more.

   Pricing: Free.

10. Zoho’s Zia

    • Zoho CRM's versatile AI assistant for sales management.

    • Real-time anomaly detection in sales trends and activities.

    Pricing: Free plans available. Standard plans at $14 per month (billed annually).

Best Practices for Using AI in Sales

1. Choose a Centralized Sales Platform

   • Opt for a unified platform like HubSpot to streamline activities such as lead scoring, content creation, and conversation management.

2. Add the Element of Human Touch

   • While AI tools excel in generating content, infuse a human touch to enhance empathy and authenticity in communication.

3. Develop a People-First Culture

   • Communicate that AI tools are assistants, not replacements, fostering a culture where employees embrace technology for efficiency.

4. Invest in Employee Training

   • Provide comprehensive training to ensure effective utilization of AI tools, enhancing overall adoption and productivity.

5. Be Selective About AI Tools

   • Evaluate tools based on specific needs, integration capabilities, ease of use, pricing, and security measures.

Embrace the revolution of artificial intelligence in sales to automate tasks, generate quality content, and gain data-driven insights for enhanced deal closures.