Manually qualifying leads is a time-consuming task and often lacks accuracy. But ai tools can streamline this process by analyzing data—such as website visits, email interaction, or behavior—to score leads.
With ai, sales teams can focus their efforts on the highest-potential leads, while the system continually refines the lead qualification process based on new data and interactions. In short, it allows sales teams to create much more efficient and specific sales strategies.
Create ai agents
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tools you can use
ai-enhanced crm of your choice (hubspot, salesforce, zendesk, etc.)
exceed.ai
conversica
leadcrunch
tips and tricks
create custom scoring models for different segments – using ai should never mean a one-size-fits-all strategy.
Summarize the meetings
illustration of a team meeting with qatar mobile phone number work related symbols.
Manually writing meeting summaries is a task you should already have automated: it consumes valuable time and humans make mistakes.
Ai-based tools can automatically generate meeting summaries by analyzing conversation transcripts and identifying key actions, decisions, and follow-ups.
These summaries can be integrated into your crm or other sales systems, keeping your team up to date with minimal effort. Sales teams can quickly focus on next steps instead of getting bogged down in administrative tasks.
Tools you can use
nutria.ai
fireflies.ai
ai chatbots
tips and tricks
instead of just condensing the conversation, personalize ai-generated summaries to focus on actionable ideas, next steps, or customer pain points.
Make sure the tool is integrated with your crm to automatically attach statements to the correct account records.
Summarize account information
illustration of two employees, one sitting at a computer.
Effective account management requires a lot of data collection and synthesis. But many ai tools simplify this process by generating complete account summaries.
They often highlight important customer interactions, contract details, and key metrics such as account health or renewal status. These summaries keep teams informed of customer needs so they can identify opportunities for upsells or renewals without having to manually sift through data.
Tools you can use
clear
gong.io
ai chatbots, like chatgpt or a custom-built ai agent
tips and tricks
automate the generation of statement scores to easily identify at-risk accounts.
Set the ai to flag key account updates, such as renewals or major contract changes.
Set automatic triggers in your crm to generate an account summary at critical stages (for example, before a renewal or quarterly business review) so sales reps are always prepared with the latest information.
Use ai to highlight specific action items, such as open customer support tickets or contract renewal dates, directly in the summary to prioritize outreach efforts.
Customize the summary format based on the complexity of the account, offering more detailed information to high-value customers.
