How AEs can reimagine workflows with AI
Using AI to keep sales teams running smoothly.
Autumn is a SEO Strategist at HubSpot, a proud Howard University grad, a music producer, traveler, and law student.
Identifying current challenges
Challenges for account executives in 2023
Engaging customersOver the past few years, there has been a large shift in the ways that sales teams can reach and engage a customer. As most meetings have shifted to Zoom and other video-based platforms, conversations are now more presentation-oriented (”can you see my screen?”) versus a quick email check-in or phone call.
Budget cutsGetting clients to dedicate budgets to your product has always been an art, but as we look across the current economic environment, we don’t see signs of this getting easier. Businesses are freezing budgets and evaluating which tools are critical to their work, which means longer deal cycles, fewer sales opportunities, and a greater emphasis on demonstrating value early. Account executives will need to think creatively about how they can overcome these challenges to win deals.
Using AI to overcome challenges in the sales process
Aligning earlyAccount executives can use AI tools to streamline meetings by generating agendas and sharing them early with their teammates and customers. Sharing these agendas in advance helps the team prep materials and provides more information to make the most of the live conversation.
Meeting topics tracked and upvoted in Coda before the meeting.
Creating sales assetsTools like Coda AI and HubSpot’s AI Blog Writer can help sales teams create content and assets that can be used to educate and nurture prospects. For example, Coda AI can generate blog post ideas and first drafts based on each topic provided.
Coda AI to generate blog posts
HubSpot AI Blog Writer.
Writing sales emailsAEs can easily find themselves spending hours each day on emails. AI can help AEs write and manage emails to free up time for more important tasks. Coda and HubSpot are two examples of AI tools that help design and write marketing campaigns to nurture sales leads. With Coda and OpenAI, you can specify a prompt to generate tailored follow-up emails for your contacts based on notes or other criteria.
Coda and OpenAI sales followup email generator
HubSpot AI Email Writer
Nurturing leads with chatbotsIf sales reps are working with different teams or team members are spread across multiple locations, AI tools can help quickly relay information to the right person. With HubSpot, an AI chatbot immediately answers questions from leads or customers. The chatbot also passes on contact information and other details to the sales team, helping generate and track more leads. Ultimately, this frees up the team and ensures they have the context they need to provide the prospect with a tailored response.
Debriefing after a callAI tools with natural language processing (NLP) have the ability to create transcripts from sales calls, generate post-meeting notes, and post the notes to the CRM. This makes it easy for your team to stay informed and make data-driven decisions based on themes across all calls. We have found that when there’s a recording and an auto-generated summary, it helps team members focus on active listening instead of taking notes, ultimately making the conversation more valuable for all participants.
Using Coda AI to summarize meeting notes, log them in the CMS, and share them via Slack.
Getting starting with AI
With the right guidance, AI can serve as a game-changing resource for your team.
Writing assistants can make content. Work assistants make progress.