Artificial Intelligence became a buzzword when ChatGPT hit the market in November 2022. Fast forward two years, and it’s now an integral part of business strategies across several industries, including sales.
Sales professionals find this technology extremely beneficial. In fact, over 52% consider it essential to their work.
In the highly competitive sales market, any potential advantage in efficiency can help you get ahead of your competition. If you are wondering about the specific benefits of AI for sales or are undecided about investing in AI-powered sales tools, this blog is for you.
It will cover everything from how to use AI in your sales activities to the best tool for getting the most out of your efforts. Let’s go!
How To Use AI In Sales (Use Cases & Tools)
Summarize this article for me pleaseUnderstanding AI In Sales
For a long time, sales have been a human-centric field. A sales rep’s most valuable assets were their extensive knowledge of what they were selling, their people skills, and their way with words.
Although that is still very much the case now, customer expectations are at an all-time high, competition is fierce, and customer journeys are more complex. These factors can stretch even a high-performing sales team thin.
That’s where AI can help address these additional demands with ease. Remember, AI is not about replacing human salespeople but making them more efficient and productive. To better understand this, let’s look at how AI technologies help sales reps and leaders separately.
What can AI do for sales reps?
Sales representatives make up the bulk of any sales team. If you are familiar with the inner workings of this function, you know how demanding the role can be.
AI in sales empowers your team by:
- Taking care of repetitive tasks like data entry and follow-up emails, freeing them to focus on high-value activities like building relationships and closing deals
- Automating a tedious process like lead scoring. This ensures that sales teams focus on and convert qualified leads
What can AI do for sales leaders?
Sales leaders and managers can utilize artificial intelligence for critical sales processes like sales forecasting. AI’s ability to learn over time gives sales managers key insights into changes in customer behavior and interactions. This information can be useful in altering sales strategies to target new customers.
Features such as real-time sentiment analysis further allow management to understand potential customers’ pain points and alter their approach in real time to convert them into paying customers.
Today’s AI technology can analyze sales calls to gauge the performance of sales reps. This information is pivotal for generic and, if necessary, targeted coaching.
Let’s look at a few detailed use cases to understand further how to use AI in sales.
Summarize this article for me pleaseAI In Sales: Use Cases
There are many use cases for AI adoption in sales; let’s examine three of them.
1. Sales forecasting
Sales forecasting is an integral part of a sales manager’s routine. It provides leadership with the information to refine their sales pitches and revenue operations and set realistic sales goals.
Sales forecasting was traditionally a process that relied heavily on experience, intuition, and manual number crunching. AI sales tools today can gather and analyze data from multiple sources, including CRM systems, marketing automation tools, or even from interactions with your social media posts. All of this is achieved without human intervention and yet yields accurate predictions of sales performance figures.
Incorporating AI into your sales processes will give you a competitive edge and ensure you work with accurate data for improved decision-making.
Now, let’s take the example of Salesforce Cloud Einstein, an AI tool developed by Salesforce. This AI solution can be used to prioritize potential leads, gain insights from user data, and even automate tasks. For sales forecasting, it can analyze historical sales data and identify patterns that can be used to predict future sales.
With this tool, Spotify advertising could accurately predict sales trends and identify high-potential leads. Einstein’s advanced analytics provide Spotify’s sales team with real-time data on customer behaviors, market trends, and campaign performances. This helped with more precise sales predictions and effective resource allocation.
The improved forecasting accuracy has led to a 19% year-over-year increase in advertising revenue and increased productivity by 40% in Spotify’s sales team, driving significant improvements in sales performance.
Pro Tip: Use ClickUp’s Sales Forecast Template to help you improve your sales forecasting efficiency. With it, you can utilize powerful workflow automation, assign customs statuses, and use over 17 custom attributes for accurate data tracking. Custom view allows for improved data visualization.
2. Email marketing
Email marketing is one of the most effective methods of lead generation. This marketing channel works because your website visitors and potential customers willingly subscribe to receive emails.
That said, managing mass email campaigns is no easy task, especially with the levels of personalization customers expect today. That is where AI email marketing tools come in. These tools excel at crunching vast amounts of data. This, combined with the power of sales AI and natural language processing, allows you to segment your customers and create personalized emails based on historical customer behavior data.
These AI-powered tools for sales also automate repetitive tasks such as sending out reminders or following up with your sales team for a status on open tasks.
Phrasee is an AI-powered email marketing tool that is designed to optimize the quality of your email content. By leveraging machine learning, this tool identifies the most effective language and tone to engage with the audience, ensuring emails are impactful. That’s how it helped Gumtree, the UK’s leading classified ads site, when it faced declining email open rates, affecting overall engagement and sales.
Gumtree implemented Phrasee’s AI-powered email marketing solution. Phrasee’s machine learning algorithms optimized email subject lines and content, tailoring messages to maximize effectiveness, resulting in significant improvements.
Gumtree experienced up to a 50% increase in open rates and a 44% uplift in email click-through rates. This boost in engagement translated directly into improved sales, demonstrating Phrasee’s impact on Gumtree’s email marketing success.
Use ClickUp’s Marketing Calendar template to supercharge your sales operations. Track all aspects of your sales prospecting efforts from one convenient location. Utilize its custom status, fields, and views to store and keep track of customer interactions, key segmentation details, critical tasks, and mass campaigns.
Pro Tip: Turn any ClickUp event into automated emails. Action customer inquiries, tickets, and more—instantly with ClickUp Email.
3. Sales automation
In sales, time is money. In fact, sales reps spend more time performing repetitive, tedious tasks such as documenting customer interactions and handling administrative chores than engaging in actual sales calls. Sales managers also spend considerable time keeping track of sales operations and reporting.
Sales automation tools, when deployed strategically, can automate and streamline several of these tedious tasks. For example, voice-to-text artificial intelligence technology can automatically transcribe customer interactions in real time.
Managers, on the other hand, can benefit from sales technology features such as automated reporting and email scheduling that communicate vital information to stakeholders without any intervention. In short, automation can make a significant positive impact on your sales enablement efforts.
HubSpot’s Sales Hub integrates contact management with automation features like email sequences and workflows to streamline sales processes, improve efficiency, and provide sales data insights. HubSpot effectively helped Mindvalley, a leading personal growth education company, to streamline its sales efforts and enhance email marketing automation.
HubSpot’s integrated platform enabled automated email marketing campaigns, allowing Mindvalley to nurture leads effectively. With HubSpot’s CRM, Mindvalley gained visibility into customer interactions and streamlined partnership management.
The result? Improved sales productivity, faster client data queries, and significant growth in their email subscriber base.
Pro Tip: Leverage ClickUp’s Daily Sales Report Template to improve sales productivity. Track sales activities with customizable task statuses and set up reminders to stay on top of all your sales processes.
Summarize this article for me pleaseUsing AI Software in Sales
Until now, we have looked broadly at how AI technology can help sales teams work more efficiently. Sales workflows are complex and entail juggling multiple tasks, deadlines, and customer touchpoints. To truly make the most of this field, you will need sales software that integrates AI with multiple features to streamline processes.
For instance, with the ClickUp Teams Sales Software solution, managing your sales process becomes effortless. You can keep track of leads, onboard customers, and collaborate on deals seamlessly.
The software offered by ClickUp, an all-in-one project and sales management solution, lets you automate tons of tasks to speed up sales. It even allows you to customize your workflow with a user-friendly CRM and helps you gain valuable insights with easy-to-understand dashboards.
1. Personalize lead generation efforts with AI
The first order of business for any sales professional is to generate leads, which can be achieved largely via email marketing campaigns. This is where you can use AI to access predictive analytics, personalize efforts, and streamline workflows.
Leveraging AI tools like ClickUp Brain, an AI assistant with machine learning and natural language processing capabilities, can help you:
- Identify potential leads more effectively
- Understand customer preferences
- Engage with clients in a more personalized manner
ClickUp Brain can be used along with the other features of the ClickUp Teams Sales Software solution. It boosts efficiency and increases the overall success rate of lead-generation campaigns.
Craft emails that can instantly connect with potential customers with ClickUp Brain’s generative AI capabilities. The same functionality can also be leveraged by the learning and development department to create content for the purpose of sales coaching. For instance, here’s how you can use AI to generate email drafts in seconds:
Additionally, ClickUp Brain, when used in tandem with other features like ClickUp Clips, unlocks new avenues to improve the sales process.
Create and share training and onboarding videos independently with ClickUp Clips. Tie in ClickUp Brain’s sales artificial intelligence capabilities, and your sales teams will now be able to create videos with real-time AI-generated transcripts. This feature can be especially useful when trying to win over clients with detailed demo videos that explain complex concepts.
2. Optimize repetitive sales tasks with automation
Using consolidated dashboards is a great way to provide a visual representation of key sales metrics. Coupled with AI-powered automation, it can help sales professionals streamline repetitive tasks easily.
With the ClickUp Automations feature, you can streamline your sales workflow and close deals faster than ever before. You can also eliminate manual data entry processes as leads move smoothly through your pipeline.
All customer activity triggers status updates, tasks are automatically assigned based on stages, and priorities are adjusted to always keep your team on track.
Use ClickUp Brain’s AI Project Manager to streamline the reporting process and provide real-time updates on where their sales teams are with their targets. Furthermore, this AI tool can automate action items and subtask planning, thus freeing up valuable time for managers to focus on strategizing.
3. Keep track of vital information with dashboards
Updated information and the ability to visualize and drill down on key metrics help sales leaders plan and execute data-driven sales strategies.
Customizable dashboards in an AI sales management tool can come in handy for this purpose. It can help you track vital sales information, and provide a bird’s-eye view of key metrics.
These dashboards allow sales teams to identify trends, monitor team performance, compare actual sales against forecasts in one spot, and make informed decisions.
ClickUp Dashboards can do all the above, and sales reps can utilize them to monitor their performance against their individual sales targets.
ClickUp also supports integration with third-party tools such as Salesforce and Hubspot. These dashboards can be used as a single source of truth for all your sales-related data. In addition, your sales reps can set up alerts for specific milestones/events, ensuring immediate action is taken when required.
Also read: AI tools for CRM
4. Tie it all together with a CRM
Customer relationships and their management play a pivotal role in the success of any sales process. However, keeping track of information across all touchpoints can be difficult and time-consuming. But with a CRM solution in your arsenal, you can optimize your sales workflows easily.
A CRM is a tool that gives you a 360-degree view of your entire sales pipeline—in short, it’s the backbone of any sales organization.
ClickUp’s CRM can consolidate all customer data, including contact details, communication history, and other information vital to your sales process, in one central location. It also integrates seamlessly with the AI-powered features and automation you’ve already explored.
In addition, the ClickUp CRM also offers several customizable views (over 15 of them) to visualize your sales pipeline in a manner that suits your preference.
The ClickUp Gantt Chart View will provide a visual timeline of your entire sales pipeline. With this simplified view, sales professionals can track progress, deadlines, and dependencies at a glance. This information can help identify bottlenecks before they hamper the sales process.
For a spreadsheet-like interface, use the ClickUp Table View. This view allows sales professionals to create custom fields to track everything from customer information to sales metrics.
In addition, this view also acts as a no-code database that allows you to link tasks, documents, and their dependencies just like you would when building a traditional database.
With ClickUp Brain’s AI Knowledge Manager, scour through your entire sales operation ecosystem, generate instant summaries, and give conversational progress updates on action items. This feature can be especially beneficial to sales professionals as it gives them access to a wealth of information while on sales calls. Building trust with clients also helps maintain the flow of conversation, which can be critical in converting a potential customer.
Also read: AI tools for e-commerce
5. Don’t start from scratch—with templates
Templates are truly indispensable for sales management and offer shortcuts to achieving efficiency and consistency. With pre-designed templates for CRM, sales calls, and sales tracker, teams can avoid reinventing the wheel and ensure standardized processes.
ClickUp offers several templates that can help sales professionals excel in their work processes, saving time while focusing on strategic sales efforts.
The ClickUp CRM Template takes care of the most essential aspects of the CRM process. It provides a centralized location where a sales leader can access all customer-related information, including but not limited to customer details, sales history, and even notes on prior customer interactions.
That said, it’s not just a data repository. This template also features custom fields and statuses that allow sales professionals to segment their customers for more effective marketing approaches and to keep track of all sales activities from one location.
Pro Tip: Use ClickUp’s Board View within this template for an interactive visual representation of your CRM activities.
The template also offers sales automation features, such as sending personalized emails to each customer based on their segment. It aids in sentiment analysis by allowing management to monitor customer feedback and reviews.
ClickUp also offers templates to streamline the sales process itself. For instance, the ClickUp Sales Call Template offers sales organizations a step-by-step process for managing customer outreach. This template also offers sales representatives a centralized location to access standard sales call scripts.
Easy access to these ensures that your sales teams exhibit consistent professionalism and provide potential customers with accurate information.
In addition, sales teams can also use custom fields to log key details from each call, such as customer pain points and next steps. This information can be invaluable for follow-ups, personalizing future interactions, and, as a result, closing deals.
Pro Tip: Use ClickUp Docs to store any additional information your sales teams may need when interacting with customers. Ensure that all your team members have access to all documents—all in one place!
Finally, we have the ClickUp Sales Tracker Template, a tool that can give leadership valuable insights into their team’s performance and the overall efficacy of their sales outreach exercises.
This template goes beyond simply tracking sales figures. Its inbuilt artificial intelligence enables sales teams to visualize valuable performance data (individually and as a team), analyze trends, and identify growth opportunities.
Pro Tip: Utilize the ClickUp Goals and ClickUp Milestones features within this template to, as the names allude to, set goals for your sales teams and help them visualize how close they are to achieving them.
Summarize this article for me pleaseElevate Your Sales Game With ClickUp’s Sales AI Tools
In sales, every little advantage can mean the difference between closing or losing a deal. Thankfully, AI tools like ClickUp can help you achieve exactly that. ClickUp offers several sales plan templates, in addition to the ones covered in this blog, that can improve the way your sales teams operate.
So, why waste time? Sign up with ClickUp for free today and leverage the marvel of artificial intelligence to unlock the full potential of your sales teams.
Everything you need to stay organized and get work done.
