How much are you using AI in your sales role so far this year?
- At least once a day
- A handful of times a week
- Every once in a while
- Maybe once a month at most
- Basically never
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Trying to use AI more and more. Interested in hearing how others are using AI in sales.
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This may be a generic response, but I have come to find Chatgpt a really great resource to run so much messaging through as a first step in the correspondences I send out. It churns out a lot of unusable content (can be very wordy) but I do get lots of nuggets in terms of phrasing and alt vocab. I was late to the party with using AI in even the smallest capacity, but I see its value and am also curious how other sellers are using it beyond just Chatgpt.
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@tim.hartwell I would love to see how you are doing what you are doing…perhaps a virtual screen share session? Let me know if you would be up for it.
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Greg, I actually can throw a couple general Chatgpt examples into the thread now. Again, nothing earth-shattering with these prompts and the results, but the foundations (though sometimes generic) give me a more specific template to start from, and the alt vocab/wording I can copy and paste to use in the eventual email I send.
I’d say about 95% of the emails end up being my own voice, with maybe 5% (sometimes more) of the Chatgpt result making its way in. For agendas or documents, I’m using more. Efficiency goes up and I save time, which is the biggest value of Chatgpt in my opinion.
Here’s a general prompt that you can use for budget rebuttals (you can reword to get more specific and granular with what it churns out, and you’ll see that I found very little to use from it - which is fine, but worth noting in advance )
write me a quick rebuttal to an enterprise sales customer that said they don’t have a budget for my product
Subject: Re: Budget Constraints for [Your Product]
Hi [Customer’s Name],
I appreciate your honesty about budget constraints. I completely understand the challenges many businesses face, especially in allocating resources.
I’d like to emphasize that our product is designed to provide significant value by [highlight a key benefit or feature relevant to the customer]. While I understand budget considerations are crucial, I believe that our solution can offer a substantial return on investment by [mention another relevant advantage].
If it would be helpful, I’d be happy to explore flexible payment options or discuss a phased implementation approach to align with your budgetary constraints. Additionally, I can provide more information on how other similar organizations have successfully justified and integrated our product within their financial parameters.
I’m here to work with you and find a solution that fits your needs. Would you be open to a brief call or meeting to discuss this further?
Best regards,
[Your Name]
[Your Title]
[Your Company]
For this one, I revised the following phrases in my own voice:
I’d be happy to explore flexible payment options or discuss a phased implementation approach to align with your budgetary constraints
I’m here to work with you and find a solution that fits your needs
The rest of the Chatgpt result was generic and the wording was unusable. But getting a couple workable lines like those as a head start definitely helps the email writing process
Another prompt that may be useful for sellers here is getting meeting agendas through Chatgpt. I mostly use the structure, but the wording is sometimes decent for the filler sections.
Here’s a prompt you could use if you’re meeting on a stalled deal and trying to push through toward progress:
write me a meeting agenda for a meeting about an enterprise meeting that’s stalled
Meeting Agenda: Revitalizing Stalled Enterprise Sales Deal
Objective: Discuss and implement strategies to overcome obstacles and move the enterprise sales deal forward.
Date & Time: [Insert Date and Time] Location: [Insert Location or Virtual Meeting Link]
Agenda:
- Welcome and Introduction (5 minutes)
- Briefly welcome all attendees.
- Provide a quick overview of the purpose of the meeting.
- Review of Current Status (15 minutes)
- Provide an update on the current status of the enterprise sales deal.
- Highlight key milestones reached and identify areas where progress has stalled.
- Identification of Challenges (20 minutes)
- Open the floor for discussion on challenges or concerns faced by both parties.
- Encourage open and honest communication to uncover any underlying issues.
- Roundtable Discussion: Solutions and Suggestions (25 minutes)
- Facilitate a discussion on potential solutions to the identified challenges.
- Encourage input from all stakeholders to ensure a comprehensive exploration of options.
- Customization of Proposal (15 minutes)
- Discuss potential modifications to the proposal to address concerns raised.
- Consider adjustments to terms, pricing, or any other elements to better align with the needs of the client.
- Establishing a Decision-Making Timeline (10 minutes)
- Define a clear timeline for reviewing proposed changes and making a final decision.
- Ensure that all parties are aligned on the timeframe for moving forward.
- Next Steps and Action Items (10 minutes)
- Summarize key takeaways from the meeting.
- Assign action items and responsibilities to team members for implementing the discussed solutions.
- Closing Remarks (5 minutes)
- Express appreciation for the collaborative effort to address the challenges.
- Confirm the commitment to a successful partnership and the importance of moving forward.
Note: Please come prepared with any relevant documents or data that may contribute to the discussion. Your active participation and input are crucial to the success of this meeting.
Thank you, and I look forward to our productive discussion.
Best regards,
[Your Full Name]
[Your Position]
[Your Company]
Results like that give you something meaningful to work with. Then you can go in and tinker with it to make it your own. Much easier than starting from scratch.
Hope these help.
I will think of more that the network may benefit from and share when I can.
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I like using chatgpt for the same reason as Tim. About 90% of it i need to re-craft, but there’s always a sentence or two that i’m like “that’s golden!” I then throw my final email through and ask for 5 different subject titles for the email. I find Chatgpt does a really nice job with email titles.
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Not sure if you guys have seen this but if you refresh the homepage on ChatGPT they cycle through suggested prompts that show the range of content and format that can be created. Until recently I didn’t know the full range of what it can produce for you.
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Chiming in here as a sales/marketing content person who uses AI probably 10-12x a day to help in my role… ChatGPT can be amazing in how it saves time (definitely still has limitations, so I’m excited to see how other companies are pushing the envelope here to tailor GPTs for sellers - ahem, small plug for the upcoming DatabookGPT that I hope folks are signing up to preview). I find that if I save my conversations & title them with specifics about what I was doing (i.e., writing XYZ kind of emails, creating ABC type of responses, etc.), then it’s super easy to go back and have it instantly re-contextualize itself with the parameters I’ve set in that convo.
For example, say I’m using it to craft a blog post, but I have specific limitations and style guidelines for that post. I’ll outline those clearly in my initial prompt - specifying word count, voice and tone, purpose of the asset, SEO structure, and often even examples of what I want it to sound like - then when I revisit the window with another request, I don’t have to repeat myself every time I ask it to sound more like “me” or in a certain style.
Also, as it continues to learn within the conversation, I’ll have it redraft things to get closer and closer to what I’m looking for, and then each subsequent request zeroes in closer and closer to my desired result.
Just so you have something fun to look forward to, today I’m using AI to help me home in on some great video clip content from our recent webinar with Matt Dixon, Ted McKenna & Tony Gilbert. If you missed that one last month, stay tuned! Real gold in that event!
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As a Microsoft Partner, we get all the goodies. Copilot is well worth the investment and works over all Microsoft products. In CRM and need info on a client? Copilot can help. Need to write an email to intro yourself to a client? Let Copilot give it a try first. Good stuff.
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@greg.nishihira I promise it’s not too advanced. 
Any time anyone here needs some prompt help, feel free to give me a shout!
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Using AI has become one of the most powerful tools that I’m using on a daily basis!
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Hey Nishi,
I’m glad you asked! 
The main way that I use AI is:
Within the Databook Platform, we have an Agreement with OpenAI (Parent Company of ChatGPT) and we have a capability called, “Narrative Builder” which will generate sample emails that I can personalize to the Executive Leadership and stakeholders of a company.
I did this with one company where their Revenue was strong but their Profitability and Efficiencies (SG&A) were challenged. I used Narrative Builder to craft an email to the CFO and added my own personal touch to it.
I’m now engaged with the extended team (Which the CFO directed me to) and currently working a valid opportunity with them. Very exciting.
Thanks for asking, Nishi!
Will
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YES, you may!! LOL!
Narrative Builder should be available within the Ananplan Instance. If it isn’t, let me know. I’ll make some phone calls! 
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