Andrew Davis is a sales strategist, educator, and the founder of Talk Dygital. He joined us for a webinar to discuss how you can optimize sales with AI and do more with less, which you can replay now – or catch up on with the summary below.
High-Impact, Low-Effort AI Use Cases for Sales
AI excels at taking routine tasks away from busy B2B sales reps, so you can free up their time. For example, you can use AI to generate content for follow-up emails, LinkedIn outreach, slide decks, or proposals.
Likewise, AI can help with analysis. Whether that’s scanning recent call notes or reviewing CRM data, the right tool can help you spot common objections or themes.
It’s also great for summarizing, from recapping long sales meetings to digesting industry reports to turning podcast episodes into key takeaways and action points.
AI can help with idea generation, too. You can ask for creative outreach angles or campaign ideas, for example, though you should be prepared to feed it a seed concept first.
It’s also great for first-stage feedback. You can use question-and-answer-style prompts, such as ‘How can I make my sales presentation more engaging for C-level executives?’ to see how it evaluates your work.
And don’t forget research and intel; you can use AI to quickly gather market stats or company facts – but proceed with caution because you’ll need to fact-check everything.
If you want to do more with less, it’s about focusing your AI on tasks that amplify existing sales processes, including drafting content, analyzing data, summarizing info, and doing targeted research, to save hours every week.
Personalizing AI Outputs for a Human Touch
AI-generated text can sound generic if left as-is. As Andrew emphasized, you need to train your model to reflect your voice and your audience.
That means giving the AI examples of your successful emails or content and setting context in each chat. For example, tell ChatGPT your brand’s tone or paste in two versions of your own emails. Use custom instructions or specialized “GPTs” to enforce these preferences. You can even upload transcripts of your sales calls to teach the AI how you speak.
When working on prompts, you should always supply persona details and industry context. Instead of typing: “write me a cold email,” try: “Imagine you’re writing to the CTO of a construction firm, frustrated by low site efficiency. Draft a LinkedIn message highlighting how our lead-tracking tool can reveal hidden revenue.” Specific prompts force the AI to think harder and yield tailored answers.
Finally, review and edit everything. And don’t forget to add a few flourishes to make it feel human, such as personal anecdotes, real client examples, or tweaked phrasing that sounds like you.
Beware Common AI Pitfalls
AI is powerful, but it can backfire if misused.
The most well-known challenge is hallucination, which is when AI models generate what sound like facts but they’re actually completely made up. Don’t ever copy and paste data from an AI without checking it first.
A good trick Andrew recommends is to prompt it: “If you don’t know the answer, say so.” This reduces blind guessing – but if you do see uncertain answers, verify with a quick Google or ask for the source.
Another issue is that AI often spills out content in a generic tone.
Unrefined AI output can be bland or full of clichés, which prospects easily detect. To avoid this, always add your own insights or ask for more details.
Quick Wins and Next Steps
If you’re ready to bring more AI-powered efficiency to your sales team, it’s best to start small and build confidence.
Choose a straightforward task, like drafting an email or summarizing a meeting, and spend 10–15 minutes experimenting with a free AI tool like ChatGPT or Gemini. Use prompts like “rewrite this email more concisely” or “summarize key points from this call transcript” to see what it can do.
Make sure you save your chats or use versioned “projects”, so you can reuse successful prompts.
As you try more things, don’t forget to train your AI. Start by setting up a saved chat for a specific persona or sales scenario, or use ChatGPT’s custom instructions to ensure it always writes in your brand’s voice. Don’t be afraid to ask the AI to “think more carefully” or to provide step-by-step reasoning – these coax out higher-quality answers.
Also, keep an eye on new tools. For example, Zapier-style automations can move AI-generated text into your CRM or email system. Soon, there will be AI agents that can act on tasks and even fix broken workflows. It’s good to know they’re on the horizon, but for now, focus on the basics: content, analysis, and personalization.
Prioritize Warm Leads with Lead Forensics
AI is most valuable when used on the right prospects, which is where Lead Forensics can help. By identifying which companies are visiting your website and what they’re looking at, Lead Forensics shows you which leads are already warm – and you can task your team with prioritizing those warm calls.
Not already using Lead Forensics? Book a demo now to learn more and start your free trial.
