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A Day in the Life of an AI-powered Sales Rep

From automated insights and personalised follow-ups to smart scheduling and real-time deal management, take a walk through the day in the life of an AI-powered sales rep. See how an AI-powered CRM can boost your sales strategy, enhance customer connections, and drive growth for your small business.

Imagine starting your day with a dashboard that highlights your hottest leads, suggests personalised follow-ups, and optimises your schedule—all powered by AI. Say goodbye to outdated spreadsheets and hello to a productivity boost that helps your sales team close more deals.

How AI Can Help Sales Reps Close More Deals

Compiling a sales report in a spreadsheet on a Friday afternoon is a familiar experience for most sales reps. But what if your spreadsheet could do more than just hold data? What if it could show you what’s new, call out what needs attention, or highlight opportunities to help you reach your quota? Spreadsheets can’t do this, but CRM + AI + Data + Trust can. 

Let’s explore a day in the life of an AI-powered sales team and see how the right technology can empower your team to close more deals and deliver more value for your small business.

Logging On: Automated Insights to Start the Day

Imagine if your sales team started their day by signing in and being instantly presented with a complete overview of their sales pipelines and performance, along with an organised list of tasks and priorities. With an AI-powered CRM like Einstein 1 Sales, incoming leads are automatically analysed and scored based on their engagement and how well they match your business’s ideal customer profile. 

Speed to lead is crucial for making a great first impression and winning the customer. Einstein 1 Sales also points your sales team directly to the most promising leads, ensuring they can contact them first and close the hottest deals. When a prospect submits their information, it creates a lead and automatically routes it to the right sales rep based on key criteria. This way, every lead is handled promptly by the most appropriate team member.

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Mid-Morning: Faster and More Personalised Follow-Ups

Balancing efficiency with a personal touch can be tricky, but CRM outreach tools make it easier than ever for your team to send personalised emails or messages to prospects. As a new lead comes in, sellers can quickly scan their engagement history to see what content they’ve interacted with. 

Then, using AI and stored information like product details, they can generate and personalise an email with just a few clicks. This helps them work through follow-ups faster, giving them more time to build relationships with existing and potential customers and ultimately drive more value for both the customers and the business.

In the Field: Smart Scheduling and Territory Management

AI doesn’t just assist your sales team when they’re at their desks. It’s also a powerful tool for when they’re on the road. Planning a client visit becomes more efficient when the CRM can optimise routes based on locations and traffic data. It suggests the best times to visit and can even help plan lunch stops. 

Einstein 1 Sales can also find other accounts to visit nearby to help maximise their time on the road. It creates a visit plan, complete with calendar invites that also accounts for travel and traffic duration.

Now, sales reps can easily access their schedule on their mobile devices and stay organised throughout the day. This level of organisation helps them make the most of their field time. It also reduces logistics headaches during client visits and allows the sales team with more face-to-face interactions and relationship-building with customers.

Afternoon: Real-Time Deal Management

Back in the office, your team can check on ongoing deals and see what’s changed since the morning. AI highlights the opportunities that need attention and suggests actions to keep deals moving forward. 

Einstein 1 Sales’ pipeline inspection feature acts like a scalable AI-powered spreadsheet, giving a quick pulse on the health of a deal. The AI-powered opportunity score provides intelligence at a glance, so the rep can act on the most promising opportunities without delay.

If a prospect has gone quiet, AI prompts them to schedule a check-in based on their engagement history, helping them re-engage the prospect and prevent the deal from going cold.

Finishing Up: Closing Deals and Reaching Quotas

As deals progress, AI-powered CRM can rapidly generate quotes and secure payment links, allowing your team to end the day by turning opportunities into customers. 

For your sales managers, the days of compiling sales reports in a tedious spreadsheet are gone. Sales managers no longer need to rely on complicated v-lookups and hope formulas don’t break.

Automatically generated reports and dashboards provide an overview of the entire team’s performance, so everyone stays on track to reach their quotas and drive the business forward.

Swapping Spreadsheets for AI and Automation

Moving beyond the spreadsheet and into an AI-powered CRM like Einstein 1 Sales is the future for your sales reps, especially in small businesses where balancing productivity with customer-centric service is essential to keeping costs low and margins high. 

By using AI-powered tools, your sales team can enhance their productivity, connect more effectively with customers, and drive significant growth for your business without adding extra headcount.

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