How to make AI your best sales assistant

Realizer.ai
REALIZER ARTICLES
Published in
3 min readDec 20, 2023

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Every for-profit company has to make sales regardless of the product and customer type. However, the day-to-day work of a salesperson focuses mostly on administration rather than actual selling. So, how can we prevent ourselves from becoming slaves of administrative work?

In research done by Salesforce, many salespeople only spend 28% of their working hours selling in 2023; a 6% decrease compared to pre-covid times in 2018. I’d assume that the increase in usage of multiple CRM tools, keying in new information of different systems, as well as the expectations of customer relations have changed the way salespeople work.

To employers, that isn’t good news–it’s like hiring 4 full-time salespeople and only 1 showing up to work every day. It feels like a huge waste of resources, especially for budget-tight startups.

I thought I’d be done with this s*** after my thesis, but I guess it happens in sales too

Additionally, 66% of salespeople also reported that they are drowning in CRM tools. Many companies are used to using multiple platforms and software for their work processes– however, imagine the frustration of keying in ‘John Smith’ from ‘Pear Ltd’ on Excel, word document, proposal version, 1, 2, 3, final 1, final 2, final-final.

John Smith, stop sending multiple emails.

John Smith also writes multiple emails in 30 minutes as he might have missed out on some attachments or important information in the previous correspondence.

I’ve experienced it and I hated it.

Not only so, Amy from sales could have typed his name as Smith, John, while Karen keyed in his name as J. Smith. Now, you have 3 different accounts for the same person.

‘Attached for your perusal’: forgets to attach document

Sales managers can also face the issue of leading a hybrid or remote sales team, where they may have a tough time keeping track of KPIs.

And yet, some working adults are still afraid of AI automation in sales processes. Unfortunately, the expansion of AI is unavoidable, and finding a way to integrate it into our daily lives would be the best step forward.

Learning technology can also be jarring to many people (I hated using e-banking as someone in her 20s) — it seems like a lose-lose situation.

AI proposal tools: for a tech-dummy like me

I am bad with technology and learning a new tech for work is annoying. However, WTS has been created for people who are too busy to adapt to new CRM tools. With WTS, sales proposals can be designed through AI-generated tools and you can focus on the important information that your customers need to know.

From ROI calculators, generated proposal templates, video recording tools (for your visual appeal), and AI bots to make different T&Cs easy to read, our team has created the platform to make things easy for sales teams.

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