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How I Used Actual-Time AI to Lower Gross sales Observe-Up Time 67%


Trying to derail a gross sales name? Strive saying one thing like:

“Let me ship you pricing after the decision.”

Or, what about:

“I’m undecided about that integration.”

Possibly one thing alongside the strains of:

“I’ll have to test in with my colleague on that.”

For gross sales reps working in fast-paced and changeable environments, it’s not at all times doable to have each reply at their fingertips.

Associated: 7 ChatGPT Prompts for Promoting to the C-Suite 📚

Reps normally sign off calls with a mountain of motion gadgets. The subsequent couple of hours are a mad scramble to search out the precise information and get solutions over to their prospect. Inevitably, they neglect some follow-ups and lose others to messy notes.

What if I stated you might use synthetic intelligence (AI) to reply complicated questions in real-time, reduce follow-up time by two-thirds, and provides your self extra time to concentrate on high-value actions like constructing relationships?

Need to know the way we do it?

Learn on.

How will we use AI?

Kaia is our real-time Okaynowledge AI Assistant. Consider it as Alexa or Siri for gross sales reps. Once I be part of a name, it’s there with me, listening, analyzing, and looking for methods to assist.

It does a whole lot of stuff—and I imply so much.

  • Reside transcription — no extra frantic note-taking.
  • Flash playing cards — Kaia cues off key phrases and reveals me necessary data.
  • Motion gadgets — if anybody mentions a follow-up activity, it logs the merchandise for later.
  • Bookmarks — I can spotlight key moments to return again to later.

Right here’s the way it works in follow.

Scale back prospect fatigue

As a gross sales rep, I wish to really feel as assured and ready as doable earlier than they go into conferences. Earlier than Kaia, I spent between one or two hours prepping for every assembly.

Right here’s my previous breakdown:

  • Normal Analysis (30 to 60 minutes): Normal analysis covers all the pieces a prospect would possibly ask about—merchandise, options, use instances, integrations, and so forth. Contemplating how rapidly Outreach evolves, this might take so much longer. I restricted it to an hour to go away time for the subsequent—arguably extra necessary—stage.
  • Product Positioning Speculation (30 to 60 minutes): Throughout my product positioning analysis, I’ll dig into the corporate and construct a speculation for our name: Why do I feel they want Outreach? How can we add worth? What are their ache factors?

Whereas common analysis is necessary, my product positioning analysis is make or break. If I get the positioning mistaken, it’s recreation over.

And but… it’s solely half of my prep time.

Or it was, not less than.

With Kaia, my supporting analysis turns into redundant, as a result of having an always-on assembly assistant fully adjustments how I reply to prospect questions.

Nailing questions in real-time

Broadly talking, prospect queries cut up into three buckets: Excessive-level questions, technical questions, and positioning questions.

Outreach's prospect question workflow, including high-level prospect questions, technical questions, and positioning questions, and how to use AI tool KAIA to answer them.

Associated: Use Outreach? Right here’s The right way to Construct Your Prospect Journey Map

The high-level bucket contains questions on integrations, pricing, options, and so forth. As a result of our product suite is so massive and quickly evolving, prepping for these questions took up an enormous quantity of my time.

However with Kaia, it’s a special story.

If somebody asks a couple of competitor, Kaia reveals me a battle card with our key differentiators. In the event that they ask a couple of particular integration, it reveals me our partnership particulars and integration course of. In the event that they ask about pricing, it reveals me a pricing card.

By delivering flashcards, Kaia ensures my solutions are completely up-to-date and immediately obtainable. And since Kaia has my again, I can massively scale back my analysis time—generally by as a lot as 67%. Higher but, I can reply as many questions in real-time as doable, lowering prospect fatigue and holding them engaged.

The second bucket is the tremendous technical stuff like safety requirements. As a substitute of bluffing by a solution, I exploit Kaia’s automated follow-ups to immediate me to ship data later.

Lastly, there are positioning questions—the actual focus of the assembly. Whereas consumers will quibble about pricing and ask about options, it’s the positioning questions that can make or break a sale. With Kaia dealing with the opposite two buckets, I can commit all my consideration right here, drilling down into their ache factors and discovering how Outreach will help.

Lower follow-up time by 67%

Even once I do must observe up, Kaia nonetheless has my again.

In keeping with one examine, gross sales reps spend simply one-third of their time promoting. As we’ve simply seen, prep work takes an enormous period of time. Earlier than Kaia, it was an analogous story with gross sales assembly follow-ups.

Associated: Use Outreach? Right here’s The right way to Do Personalization At Scale

My common follow-up e mail used to take round 60 minutes to put in writing. I might go to my conversational intelligence device, seize the decision recording, and paste it into my template. Then, I’d head to Salesforce and test my notes. I’d re-read them, looking for follow-up duties. If I had any, I’d hit up Outreach’s data base for product data and Google for extra common content material.

It was guide, time-consuming, and type of demoralizing. As a salesman, I wish to spend my time promoting, not manually looking for data and pasting hyperlinks.

 

A slide depicting the manual follow-up email process, including call recording (conversational intelligence), call notes (CRM), information finding (Google, LinkedIn, Crunchbase), and Product information.

 

Kaia automated a whole lot of this course of, permitting me to construct a brand new follow-up workflow that takes half the time.

As a substitute of counting on third-party providers, Kaia integrates a whole lot of capabilities into Outreach.

For instance, each time my prospect requests a follow-up or I supply to follow-up with one thing, Kaia creates a activity. Once I go to put in writing my post-meeting e mail, I see a listing of all of the follow-up gadgets and may add them with a single click on.

A slide depicting how Outreach KAIA makes it simple to follow up after a sales call.

 

My new workflow reduce my follow-up time to a mean of 20 minutes. That has two enormous advantages.

First, my prospects get what they want sooner. A name ends, I get to work, and inside half an hour my prospect has all the additional data they requested and the subsequent steps. Once more, it decreases purchaser fatigue as a result of they aren’t ready days for solutions and data. I’m again to them as quickly as doable, driving the deal ahead.

Second, I reclaim 40 minutes of my time. That doesn’t sound like so much, but it surely’s 40 minutes per assembly. If I run 10 conferences every week, that’s 6.6 hours—time I can spend on completely different accounts and initiatives.

Kaia makes me a greater gross sales rep

Once I’m speaking to our prospects about Kaia, I concentrate on the return on funding (ROI). Whereas Kaia doesn’t pour in additional leads on the prime of your funnel (like many Outreach merchandise do), it helps reps do extra with what they have already got.

The ROI comes from delivering a greater shopping for expertise, saving time, and liberating reps to concentrate on what they’re greatest at—constructing relationships, constructing narratives, and discovering options.

An unique model of this text appeared on Outreach.io

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