Turning Talk into Action: How Conversational AI Helps Sales Reps Sell Smarter, Not Harder
Johnny starts his work week at home after spending the prior week at a conference. Instead of sifting through a pile of voicemails and text messages, his AI-powered assistant has done the heavy lifting for him. It summarized his messages and extracted key requests, and prioritized them based on urgency and deal value. This allows Johnny to immediately focus on the most important follow-ups.
Johnny then prepares for his first client meeting of the day—a follow-up call with a high-value prospect he has been working on for months. Instead of manually combing through past call notes, his AI assistant generates a concise summary of all previous conversations, highlighting key discussion points, objections, and commitments made. With this information at his fingertips, Johnny feels confident and well-prepared.
During the video call, the prospect asked Johnny to follow up on a few contractual items and to schedule a meeting for a final proposal review the following week. As soon as the meeting ends, his AI-generated call summary is waiting for him, complete with a full transcript, a list of commitments made, and suggested action items and next steps. Using his AI-powered email follow up feature, Johnny sends a follow-up email within minutes of the end of the call, with the next meeting confirming key takeaways and next steps. His immediate and thorough response is noted by the prospect. Johnny’s CRM is automatically updated with the call notes and email follow up—no manual data entry of sales activities required.
Next, Johnny heads to his office. On the way, he makes a few prospecting calls from his car using his firm’s UC provider’s mobile app. He focuses on the road and doesn’t worry about note-taking since he knows his AI Assistant is recording and transcribing his audio call and will summarize the conversations, extracting important details and follow ups. When he gets to his desk, his recent calls are neatly logged in his portal. The same AI assistant from his video call, summarized his audio calls for review and quick follow up.
Later that afternoon, Johnny reviews his pipeline in advance of his one-on-one with his Sales VP. His AI assistant highlights a few old deals that haven’t been touched in a while and suggests follow-ups based on past interactions.
Jonny’s 2nd to last meeting of the day is with an existing customer who is up for renewal and is interested in learning about his firm’s next generation products and features. Johnny is not yet an expert on the new products but thankfully his Virtual Assistant is with him on the video call. During the call his Virtual Assistant is prompting him on screen, in real time, with content from the firm’s Knowledge Base and Sales Playbook on how to handle objections.
Johnny has his one-on-one meeting with his Sales VP. His VP is impressed—not only with him exceeding quota, but also with the quality of his notes and sales activity in their CRM. Thanks to automated note-taking, call logging, and follow-up tracking, Johnny’s sales activities are thorough and up-to-date, giving his Sales VP confidence in including Johnny’s deals in the final forecast due to the board next week.
At the one-on-one, Johnny’s Sales VP shared some constructive feedback based on review of the negative sentiment moment that was highlighted in the firm’s AI-powered sales intelligence QA/QM tool. The negative sentiment moment was from the call earlier that day when Johnny was explaining some of the features and benefits of their next generation products. The negative sentiment pointed to the section of the transcript where the customer was unimpressed with Jonny’s explanation on the new feature benefits. Johnny said he did his best.
After the one-on-one meeting, the Sales VP agreed that Johnny did his best based on the training he was provided and information from the playbook and knowledge base. He quickly determined the team’s content should be updated with better benefits and objection handling techniques. The VP shared this feedback with marketing who agreed to make updates the next day so all sales reps will be prepared for success in the future.
With Conversational AI handling the busywork, Johnny spends less time on administrative tasks and more time doing what he does best—building relationships, closing deals, and driving revenue.