TL;DR
After every demo call, sales reps (SDRs and AEs) need to perform a bunch of tasks such as updating CRM fields, sending follow-up emails, scheduling the next meeting, sending custom presentations to the prospects, etc. These admin tasks take away ~80% of sales reps' time every day.
An AI sales agent can automate these post-demo follow-up tasks and free up your sales team to focus on engaging prospects and closing deals. Get started with Locale's AI sales agent.
Sales teams love to connect with customers, build relationships, and drive revenue. However, sales processes contain time-consuming mundane admin tasks. Tasks like data entry into CRM, follow-up emails, and scheduling meetings take away up to 80% of a sales rep’s daily bandwidth. To be efficient in the sales process, teams need to automate these tasks so that they can focus on what they do best.
Locale.ai’s AI Sales Agent allows you to automate these post-demo follow-up tasks with AI and let your team focus on engaging prospects, explaining the product, and closing deals. These AI sales agents help your team with:
Auto-updating CRMs
The agent can extract information from the meeting and create deals, as well as update deal stages and other fields in the CRM automatically.
Sending personalized follow-up emails to prospect
The agent utilizes the meeting context, creates a personalized follow-up email, and sends it to the prospect.
Mimicking individual writing styles
Locale’s AI Agent reads previous emails sent by the sales reps and mimics their individual styles.
Creating presentations and documents
The agent creates personalized presentations and documents for your prospects, allowing your reps to close deals faster.
Automatically scheduling meetings
The agent can automatically schedule a follow-up meeting with the prospect and create a task in the CRM or project management tool.
Integrating with existing tech stack and processes
No need to learn a new tool or adopt new processes. The agent integrates with all your existing tools and brings everything in Slack for you to be in command.
How the post-demo follow-up workflow works
Once a meeting is completed, the agent would ask the sales leader on Slack, whether the lead is qualified or not.
If the Account Executive replies that the lead is unqualified, the agent will update the deal stage accordingly.
If the Account Executive replies that the lead is qualified, the agent will extract the data from the meeting transcript and suggest the list of fields that are to be updated on the CRM.
The AE can customize the fields/details or approve them directly. Once it’s approved, the agent will automatically update the details in the CRM.
Also, based on the meeting context, the agent would write a follow-up email mimicking the AE's writing style, attach the custom documents, and send it on Slack for approval.
If AE wants any changes in the email or the document, it can ask the agent on Slack about the changes, and the agent will make changes and provide the updated version.
Once AE is satisfied with the email and the documents, they can approve and AI will send the email directly to the prospect.
The AI agent will also send the invite for the next round of discussions, based on the meeting context, and create a new task on CRM.
Getting Started with Locale.ai’s AI Sales Agent
Locale.ai utilizes a user-friendly drag-and-drop interface that allows the creation of complex, multi-step workflows. Users can configure a series of actions to be performed by the AI agent, including email generation, CRM updates, and a lot more.
The best part is that you can control and customize everything from Slack. The agent is available inside Slack for you to get updates and send instructions if you want to change anything.
In addition to post-demo follow-ups, Locale's AI agents can also be used to automate other sales processes such as auto-updating CRM, company, account and prospect research, prospecting and personalized outreach, inbound lead qualification etc. Check out more use cases here.
Are you ready to transform your sales process and unlock your team's full potential? Schedule a call to learn more about how the AI Sales Agent can help your team.
