How to Use Genai in Sales and Marketing

Hey Salespeople: Here is a collection of current use cases for AI in sales & CS: ** GenAI in Sales ** --> Draft messaging for personalized email outreach --> Generate post-call summaries with action items; draft call follow ups --> Provide real-time, in-call guidance (case studies; objection handling; technical answers; competitive response) --> Auto-populate and clean up CRM --> Generate & update competitive battlecards --> Draft RFP responses --> Draft proposals & contracts --> Accelerate legal review & red-lining (incl. risk identification) --> Research accounts --> Research market trends --> Generate engagement triggers (press releases; job postings; industry news; social listening; etc.) --> Conduct role-play --> Enable continuous, customized learning --> Generate customized sales collateral --> Conduct win-loss analysis --> Automate outbound prospecting -->Automate inbound response --> Run product demos --> Coordinate & schedule meetings --> Handle initial customer inquiries (chatbot; voice-bot / avatar) --> Generate questions for deal reviews --> Draft account plans ** Predictive AI in Sales ** --> Score leads & contacts --> Score /segment accounts (new logo) --> Automate cross-sell & upsell recommendations --> Optimize pricing & discounting --> Surface deal gaps / identify at-risk prospects --> Optimize sales engagement cadences (touch type; frequency) --> Optimize territory building (account assignment) --> Streamline forecasting (incl. opportunity probabilities; stage; close date) --> Analyze AE performance --> Optimize sales process --> Optimize resource allocation (incl. capacity planning) --> Automate lead assignment --> A/B test sales messaging --> Priortize sales activities ** GenAI in CS ** --> Analyze customer sentiment --> Provide customer support (chatbot; voice-bot / avatar; email-bot) --> Draft proactive success messaging --> Update & expand knowledge base (incl. tutorials, guides, FAQs, etc.) --> Provide multilingual support --> Analyze customer feedback to inform product development, support, and success strategies --> Summarize customer meetings; draft follow-ups --> Develop customer training content and orchestrate customized training --> Provide real-time, in-call guidance to CSMs and support agents --> Create, distribute, and analyze customer surveys --> Update CRM with customer insights --> Generate personalized onboarding --> Automate customer success touch-points --> Generate customer QBR presentations --> Summarize lengthy or complex support tickets --> Create customer success plans --> Generate interactive troubleshooting guides --> Automate renewal reminders --> Analyze and action CSAT & NPS ** Predictive AI in CS ** --> Predict churn; score customer health; detect usage anomalies, decision maker turnover, etc. --> Analyze CSM and support agent performance --> Optimize CS and support resource allocation --> Prioritize support tickets --> Automate & optimize support ticket routing --> Monitor SLA compliance

Inspired by findings from the new World Economic Forum report on Leveraging Generative AI for Job Augmentation... report, here are some thoughts on how to use these tools to augment your B2B sales efforts: 📧 Use GenAI to draft an initial email outreach or response. Set your preferred GenAI tool up for success by giving it context on you, your prospect and your offer. Don't hesitate to use multiple prompts to refine what it gives you. And, edit the final version to your own voice. As we all get more fluent in this stuff, it will become easier for folks to tell what is authentic and what it GenAI written. 🤵 Invite GenAI to take on the persona of your prospect, and use it to test out your pitch. The prompt can look something like "Pretend you are the CHRO at a leading medical system in Northern California. What would your response be to this email outreach?" and then type in what you're thinking of sending. See what they say. 📓 Use an AI notetaker in your meetings (with permission of course) and ask the AI tool for feedback after the meeting. I've been using Fathom, which consistently reassures me that my sales coaching is top-notch. I'd love to hear if you have any other cool tips to share. #B2BSales #AI #SalesProductivity #FutureOfWork

𝐃𝐢𝐬𝐜𝐨𝐯𝐞𝐫 𝐡𝐨𝐰 𝐜𝐮𝐬𝐭𝐨𝐦 𝐆𝐞𝐧𝐀𝐈 𝐢𝐬 𝐫𝐞𝐬𝐡𝐚𝐩𝐢𝐧𝐠 𝐜𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐢𝐧𝐭𝐞𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐬 𝐟𝐫𝐨𝐦 𝐡𝐲𝐩𝐞𝐫 𝐩𝐞𝐫𝐬𝐨𝐧𝐚𝐥𝐢𝐳𝐞𝐝 𝐬𝐚𝐥𝐞𝐬 𝐩𝐢𝐭𝐜𝐡𝐞𝐬 𝐭𝐨 𝐢𝐧𝐬𝐭𝐚𝐧𝐭, 𝐞𝐦𝐩𝐚𝐭𝐡𝐞𝐭𝐢𝐜 𝐬𝐮𝐩𝐩𝐨𝐫𝐭 𝐝𝐫𝐢𝐯𝐢𝐧𝐠 𝐝𝐞𝐞𝐩𝐞𝐫 𝐞𝐧𝐠𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐚𝐧𝐝 𝐥𝐨𝐲𝐚𝐥𝐭𝐲. The future of customer experience is tailored, efficient, and scalable. Here’s how businesses are winning with custom GenAI: 𝐇𝐲𝐩𝐞𝐫-𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥𝐢𝐳𝐞𝐝 𝐒𝐚𝐥𝐞𝐬 𝐎𝐮𝐭𝐫𝐞𝐚𝐜𝐡 ↳ A SaaS company increased demos by 40% using AI-tailored email campaigns. ↳ Microsoft Azure AI analyzed buyer intent to craft resonant messages. ↳ Sales teams focused on closing deals instead of chasing leads. 𝐄𝐦𝐩𝐚𝐭𝐡𝐞𝐭𝐢𝐜 𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐒𝐮𝐩𝐩𝐨𝐫𝐭 ↳ An e-commerce brand reduced complaints by 25% with AI-powered chatbots. ↳ Azure Cognitive Services provided real-time sentiment analysis for better responses. ↳ AI escalated complex issues directly to human agents, cutting wait times. 𝐅𝐚𝐬𝐭𝐞𝐫 𝐐𝐮𝐞𝐫𝐲 𝐑𝐞𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧 ↳ A fintech startup cut support resolution time by 50%. ↳ Azure OpenAI Service referenced transaction history to resolve disputes instantly. ↳ Customers trusted the speed and accuracy of automated responses. 𝐏𝐫𝐨𝐚𝐜𝐭𝐢𝐯𝐞 𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐑𝐞𝐭𝐞𝐧𝐭𝐢𝐨𝐧 ↳ A subscription service boosted renewals by 30% with GenAI insights. ↳ Microsoft’s AI tools flagged inactive users for re-engagement. ↳ Personalized emails brought 70% of these customers back. 𝐒𝐜𝐚𝐥𝐚𝐛𝐥𝐞 𝐂𝐨𝐧𝐭𝐞𝐧𝐭 𝐂𝐫𝐞𝐚𝐭𝐢𝐨𝐧 ↳ A marketing agency generated 500 ad variations in 24 hours. ↳ AI, hosted on Azure, adapted copy for cultural nuances and languages ↳ Campaign ROI doubled without adding more creative resources. 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐔𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞𝐝 𝐃𝐚𝐭𝐚 ↳ A healthcare provider used AI to analyze patient feedback. ↳ Azure’s capabilities uncovered service gaps and addressed them within weeks. ↳ Improved patient satisfaction scores by 15%. 𝐒𝐞𝐚𝐦𝐥𝐞𝐬𝐬 𝐌𝐮𝐥𝐭𝐢𝐜𝐡𝐚𝐧𝐧𝐞𝐥 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞𝐬 ↳ A retail brand unified its online and in-store journeys with GenAI. ↳ AI recommended products based on in-store visits and browsing history. ↳ Cross-channel conversions surged by 35%. Custom GenAI isn’t just a tool. It’s your secret weapon for sustainable growth and customer loyalty. ♻️ Repost to your LinkedIn followers and follow Timothy Goebel for more actionable insights on AI and innovation. #AIforCustomerExperience #CustomGenAIImpact #PersonalizedAI #FutureOfCX #GenAIRevolution