For Sales reps discovery call is more than just a mere conversation; it’s the foundation upon which successful deals are built. A well-executed discovery call can significantly enhance the sales process, with effective calls boosting qualification rates by up to 70%. This makes it clear just how crucial it is to get this stage right.

But what exactly makes a discovery call effective? The answer lies in asking the right questions—questions that uncover your prospect's needs, pain points, and decision-making process. By tailoring your approach to the specific circumstances of your prospect, you increase your chances of closing the deal.

Let’s dive into the 11 essential questions and why it should be part of every discovery call.

1. What is their current team size? - Helps you get insights into the scale at which the prospect is operating.

2. What is their current tech stack? - Identify opportunities for your solution to integrate or replace existing systems.

3. What is the pain point or problem they are trying to solve? - Understand the specific challenges to position your product.

4. What is the current process of solving the problem? - Identify inefficiencies or areas where your solution can provide value.

5. What are the limitations of their current process? - Understand the shortcomings to highlight the benefits of your solution.

6. What other solutions are they considering? - Helps you tailor your pitch to differentiate your offering from others.

7. How important is this problem? Is it a Level 1, Level 2, or Level 3 problem? - Prioritization of the problem helps you gauge the urgency.

8. What budget do they have in mind for this? - Their budget helps align your offering with financial expectations.

9. Is the prospect the primary decision-maker, or is it someone else? - It's crucial to know who holds the power to make the final decision.

10. Apart from the primary decision-maker, who else will be involved in the buying decision? - Ensures to address the concerns of everyone involved in the purchase.

11. What is their timeline for implementing this solution? - Ensuring that your solution is implemented when they need it most.

Collecting this information is just the first step. The real challenge lies in efficiently managing and utilizing this data. Traditionally, salespeople spend at least 30 minutes after each call extracting these details and inputting them into a CRM system. This task can be prone to error and suspected of falling through the cracks.

Fortunately, today with AI Agents this process can easily be automated.

1. The AI Agent will automatically extract the details from the meeting transcript.

2. The Agent then sends the details to the sales rep on Slack, allowing them to customize or approve the updates before they’re finalized.

3. Upon approval, the AI agent updates the CRM fields with 100% accuracy, ensuring that all details are correctly recorded.

‍This AI agent saves each salesperson 5-8 hours of work every week. They can reinvest this time into more high-value activities, like engaging with prospects and closing deals. Moreover, the accuracy of the information entered into the CRM is guaranteed, reducing the risk of errors that could jeopardize the sales process.

Get started with Locale.ai’s AI Sales Agent

Locale.ai utilizes a user-friendly drag-and-drop interface that allows to creation of complex, multi-step workflows. Users can configure a series of actions to be performed by the AI agent. Not only prospect research, Locale.ai’s AI agents can be use to automate variety of sales processes such as Pre meeting prospect research, Post Demo Follow-up, Auto-updating CRM, Prospecting and personalized outreach, Inbound lead qualification etc.

The combination of AI agents and human expertise allows the team to automate the admin tasks, and also be the center of command of anything that happens. It brings everything within Slack, providing a centralized hub for AI-human collaboration.

If you’re ready to bring this level of efficiency and accuracy to your sales team, we’re here to help.  Schedule a call to learn more about how AI Agents can help your team.