TL;DR
After every demo call, sales reps (SDRs and AEs) need to perform a bunch of task such as updating CRM fields, sending followup email, scheduling the next meeting, sending custom presentations to the prospects, etc. These admin tasks takes away ~80% of sales reps' time everyday.
In this article, we discuss how an AI sales agent can automate these post-demo followup tasks and free up your sales team to focus on engaging prospects and closing deals. We also discuss how to get started with an AI sales agent using Locale.ai.
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 leader’s time daily. 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 mundane tasks with AI and let your team focus on engaging prospects, explaining the product, and closing deals. 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.
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 stage and other fields in the CRM automatically.
Sending personalized follow-up email 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
After a demo call, a sales rep has to perform a series of admin tasks, such as adding notes in CRM, qualifying the lead, sending follow-up emails, sending custom presentations, and a lot more. We have also discussed, What is needed to have effective follow-ups after the demo?
Let's dive into how Locale.ai’s AI Sales Agent automates all these:
- Once a meeting is completed, the agent would ask the sales leader on Slack, whether the lead is qualified or not.
- Once the Account Executive marks the lead unqualified, the agent will update the deal stage.
- If the Account Executive marks the lead as 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. 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 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 to 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 to automate the workflow. Not only Post demo followups, Locale.ai’s AI agents can be use to automate variety of sales processes such as Auto-updating CRM, Pre-meeting prospect research, Prospecting and personalized outreach, Inbound lead qualification etc.
The combination of AI agents and human expertise allows the team to automate admin tasks, and also be the center of command for anything that happens. It brings everything within Slack, providing a centralized hub for AI-human collaboration.
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.
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