What is AI Sales Assistant Software?

Introduction

AI sales assistant software helps sales agents by automating processes and tasks using artificial intelligence. These duties include lead follow-up and qualification, data entry, meeting scheduling, forecasting, and pipeline management. Marketing and sales teams can use AI sales assistants to automate routine work and free up their time to manage priority responsibilities. These tools can work standalone or along with other applications as well as integrate with a company’s existing CRM system.

AI sales assistants share commonalities with sales intelligence, sales analytics, and conversational marketing solutions. However, they differentiate themselves with their focus on sales duties, artificial intelligence, task automation features, and ability to provide predictive insights.  

Features of AI Sales Assistant Software

Conversation Automation

Similar to chatbots, AI sales assistants can conduct conversations with leads or customers via email or messaging tools. To use this feature, sales managers need to craft conversation scripts to help the AI sales assistant to qualify leads correctly and guide the conversations to the desired conclusion. The software can also be configured to route qualified leads to the right sales agents after a fruitful automated interaction.

The platforms can utilize customer information as well as product knowledge like feature details and pricing, as well as insights obtained from past successful conversations to engage leads with relevant messages at the appropriate time. Then, these assistants use automated conversations to determine valuable leads and direct them to the right sales professionals to close the deal. Apart from qualifying fresh leads, AI sales assistants can also be leveraged to win back exited clients and check with customers about their existing service or to talk about upgrades.  

Pipeline Inspection

AI sales assistant software can assist to assess your funnel to help you learn about stuck leads. The system also recommends actions for boosting pipeline velocity. This process includes the correcting and auditing of customer information like updated contact details or position changes at the firm, including the contact person for sales meetings. Further, this procedure helps in automated lead prioritization and invalidation of outdated contacts.

Task Automation

AI sales assistants use activity intelligence tools to automatically handle routine sales management duties. This includes inputting data in CRM solutions and delivering marketing emails about webinars or conferences. As new consumer details are obtained, the software can glean the data and shift it to integrated systems. The application also presents smart scheduling functions to aid sales agents to plan their meetings and calls, and set alerts for crucial dates and deadlines.

Guided Selling

Top AI sales assistants can function as important resources after sales agents engage clients directly. These tools can deliver push notifications for client updates or conversation opportunities and provide timely information on in-progress deals or client histories. In addition, these programs can also present talking points or effective conversation lines in real time during sales calls. The applications can also use guided selling capabilities during upsell attempts or product demonstrations.

Benefits of AI Sales Assistant Software

Saves Energy and Time

An AI sales assistant can help your firm save energy and time, while increasing customer engagement and revenue. The software accomplishes this by conducting a number of useful engagements during an average day and by sending the right messages at the right time. In addition, this tool can enable sales pros to focus on priority meetings, contracts, and deals.

Handles Routine Tasks of Sales Reps

In sales and marketing, human interaction is essential to sign successful contracts with clients. However, AI sales assistants can serve to extend the capabilities of sales pros and help them to manage their multiple tasks, while engaging closely with their valued clients.

Minimizes Repetitive Conversations

AI sales assistants can reduce or eliminate the requirement for repetitive follow-ups or conversations, permitting users to go directly to crucial sales pitches. These solutions can also help during important conversational moments, providing timely suggestions and customer insights for successful deal closing.

Other Advantages of AI Sales Assistant Software

Helps to pinpoint promising leads and close winning deals

Improves conversion rates via smart seller recommendations and timely follow-ups

Boosts customer loyalty and engagement

Increases efficiency and productivity across the sales cycle