May 20, 2024

Conversational AI for Sales Teams in 7-Simple Steps

By Ethan Wade

Adopting conversational AI for sales team is revolutionizing the customer service and the sales industry by streamlining operations and enhancing interactions with customers. 

Conversational AI is not just about automating conversations—it's about enhancing the processes behind the way sales teams engage, analyze, and learn from customer interactions. 

In this guide, we discuss how to use conversational AI for sales team in 7 simple steps

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Step 1- Set Clear Objectives to Achieve

Before diving into implementing conversational AI for sales teams, it's crucial to define your goals. Here are some potential objectives you can set:

  • Increasing lead qualification through conversational AI to efficiently gather information and qualify leads based on pre-set criteria in your sales meetings. 
  • Improve time efficiency as conversational AI for sales teams can handle routine tasks like scheduling, allowing your sales reps to dedicate more time to closing deals.
  • Enhancing customer engagement as conversational AI can personalize interactions with potential customers, keeping them engaged throughout the sales cycle.
  • Improving deal conversion rates by providing real-time insights and guidance during conversations. 

Read More: How to Record Google Meets with Salesify

Step 2- Implement Real Time Conversational Intelligence

Salesify conversational ai for sales dashboard.

Conversational intelligence refers to technology that analyzes sales conversations to generate valuable insights.  

Real-time conversational intelligence can offer immediate insights during customer interactions. Salesify, for example, can:

  • Identify positive, negative, or neutral sentiment in conversations, allowing sales reps to adjust their approach accordingly.
  • Detect cues that indicate a customer's interest in your product or service, prompting sales reps to capitalize on these opportunities.
  • Recognize recurring objections and equip your sales reps with the best counter-arguments.

With real-time insights at your fingertips, your sales teams will have more informed and effective conversations with potential customers.

Step 3- Provide Training on Conversational AI for Sales Team

Sales team training being conducted across a conference table.

While conversational AI for sales team automates tasks and provides valuable insights, it shouldn't replace the human element of sales.  

You must therefore also invest in training your sales reps on how to leverage real time conversational intelligence tools effectively. This training should cover 3 main aspects:

  1. Understanding AI capabilities and limitations as sales reps need to know what the AI can and cannot do. 
  1. Leveraging AI insights to equip your team with the skills to interpret real-time data and use it to tailor sales strategy.
  1. Seamless integration with existing workflows to ensure your sales reps feel comfortable using the AI alongside their existing sales tools and processes.

Check Out: Transforming Sales Performance Measurement (and Saving You Money)

Step 4- Integrate Conversational AI in Sales Meetings

An informal sales team working together on their laptops.

Salesify’s conversational AI for sales team can be seamlessly integrated into your sales meetings, offering 3 main solutions:

  1. Real-time coaching and guidance by providing prompts and suggestions to your sales reps, ensuring they stay on track and address all key points.
  1. Automated note-taking to capture key points and next steps, allowing your reps to focus on the conversation.
  1. Sentiment analysis during calls, enabling reps to adjust their approach or address any concerns immediately.

By integrating conversational AI into your sales meetings, your reps can conduct more productive and insightful conversations with potential customers.

Step 5- Integrate Conversation AI for Follow-Ups

The follow-up stage is crucial for closing deals. Here are 3 ways how Salesify’s conversational AI for sales team helps in this:

1. Automated follow-up emails: 

Salesify automatically sends personalized follow-up emails based on the information gathered during the initial interaction.

2. Task reminders: 

Salesify reminds your reps to follow up with leads at specific intervals, ensuring no potential customer falls through the cracks.

3. Schedule management: 

It automates scheduling tools to easily set up follow-up meetings based on the customer's availability.

Read More: The Critical Role of Product Demos in SaaS Sales

Step 6- Conduct Post-Call Analysis 

Salesify’s conversational AI for sales team also provides valuable insights through post-call analysis. Here’s how the innovative conversational intelligence tool performs this: 

  • Easily review call recordings and transcripts to identify areas for improvement.
  • Gain insights into your sales reps' performance, such as their ability to handle objections or address customer concerns.
  • Analyze overall customer sentiment across calls to identify trends and tailor your sales strategy accordingly.

Salesify guarantees that their conversational AI for sales enables teams to continuously learn and refine their approach, leading to improved sales efficiency by 50%.

Step 7- Monitor AI Driven Insights to Create Feedback

One of the most significant advantages of conversational AI for sales team is the wealth of data it generates. Salesify helps you:

  • Monitor metrics like lead conversion rates, average deal size, and sales cycle length to measure the impact of your AI-powered sales strategy.
  • Identify sales trends by giving insights into customer behavior and buying patterns to identify new opportunities and refine your sales approach.
  • Create personalized coaching plans by using AI-driven insights to identify areas where individual sales reps need improvement.

Work Smarter, Not Harder With Salesify

Salesify conversational ai for sales brochure design.

Conversational AI for sales teams is revolutionizing how sales take place. 

By implementing the 7 steps outlined above and leveraging Salesify’s powerful platform, you can enable your sales team to work smarter, not harder. 

Interested in learning more about Salesify’s conversational AI for sales tool? Join the waitlist now and get early access into the innovative real time conversational intelligence sales tool! 


Q: How can AI help a sales team?

A: AI can enhance sales teams by automating routine tasks, analyzing customer data to generate insights, personalizing customer interactions, and predicting sales trends. This allows sales personnel to focus on more strategic activities and improve efficiency.

Q: How is conversational AI used in business?

A: Conversational AI is used in business to automate customer service, facilitate instant communication, support sales processes, and engage users through chatbots and virtual assistants. This technology helps in handling queries, providing information, and improving customer experiences without human intervention.

Q: How to use AI in B2B sales?

A: In B2B sales, AI can be used to analyze market trends, personalize marketing content, optimize pricing strategies, predict customer needs, and streamline lead generation processes. It helps in making data-driven decisions and enhances the overall sales cycle efficiency.

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