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How to Multiply Your Sales Using Artificial Intelligence

Practical, step-by-step ways to streamline your sales process using artificial intelligence. Close twice the deals in half the time.

Using artificial intelligence sales in business

Locating customers

  • Sourcing customers on platforms like LinkedIn? Use Sales Navigator in conjunction with Make and PhantomBuster to automatically export high-quality, laser-focused lead lists to CSV. Include tertiary information, like where they went to school, or what their LinkedIn summary says, so you can use AI to personalize your outreach in the next step.
  • Manually searching B2B for businesses on Google? First, learn how to refine your search using the following search operators. This can improve your lead sourcing efficiency by as much as 90%, saving you or your salesperson hours of scrolling through irrelevant information. Then, use a platform like APIFY to automate your search. Use pre-built workflows like the Google Search Results Scraper in conjunction with a Contact Details Scraper to source massive lists of relevant businesses and then find their contact information. Save their niche, headline, or meta description for the next step.

Qualifying leads

  • Decide on your contact method. Most leads are reached out to either directly on platforms like LinkedIn, or via email.
  • Using the personalized information from the previous step (whether that’s a LinkedIn summary, a company someone worked at, or a meta description from Google), call a natural language API like OpenAI or AI21Labs with a prompt that looks similar to this:
Green represents generated text.
  • This is much better than templated, boilerplate emails with no customization. Like I’ve mentioned before, personalization jumps out at people — the more you can imply “hey, I’m not a robot, and I actually found this interesting”, the more likely a lead is to take this seriously.
  • That said, you would, of course, build this introduction into a proven email template using something like Mailshake; i.e you’d start with a sentence or two (or a subject line) that’s heavily personalized, and then work your way into a standardized pitch. But at that point, your personalization will have fulfilled its purpose and gotten the eyeballs you wanted.

Understanding needs, proposing solutions

  • Writing a sales script? Use artificial intelligence to help boilerplate the majority of it.
  • Don’t spend time writing your own script or system from scratch — use one that’s already been proven. In-depth, advanced B2B sales progressions like Gap Selling can scaffold the majority of your sales cycle.
  • Once you have the barebones, you can use natural language models to flesh out specifics. Most big AI writers have read hundreds of thousands of in-depth sales pages and can nail everything up to your unique value proposition with something like this:
Adding a name in all caps at the beginning helps the model emulate a salesy tone.

Closing the deal

  • Use an automated e-signature platform like PandaDoc or HelloSign. These software tools can be integrated into any workflow, and you can use artificial intelligence to customize each contract to your customer’s needs.
  • For example, using Make, you could build a simple workflow that triggers a call to the OpenAI API whenever a deal is agreed to. This could turn a list of bullet points into a paragraph-style explanation of what the customer is getting. PandaDoc would then send your client a customized contract with the new addition.
A simple scenario in Make: upon a PandaDoc signature, make a request to the OpenAI API to generate a customized email, and send it via Gmail.
  • The great part about these contract tools is they do the heavy lifting of following up for you. Additionally, many have payment functions integrated using a third party like Stripe. You can then attach a trigger upon successful contract signing (again, using Make) that would send a customized onboarding email, or start assigning the client to the various post-close procedures your company is responsible for.

Conclusion: improving the artificial intelligence sales cycle

  • Completely automate lead sourcing with workflows like PhantomBuster and Make (90% improvement),
  • Completely automate lead qualification with AI-customized emails that your clients actually click on (90% improvement),
  • Standardize your sales script with pre-vetted systems like Gap Selling, and then customize your boilerplate with AI (30% improvement),
  • Eliminate all sales work after an agreement is given with PandaDoc, Make, and a little AI love; i.e, no more following up, no more collecting payment, no more customizing proposals or invoices, no more dealing with onboarding



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