FAQ · Typical use cases
How do you use AI to assist sales opportunities?
Sales AI should embed in CRM/follow-up workflows: customer insights, next-step suggestions, talk tracks, and opportunity scoring — not an isolated chat window. Acceptance measures follow-up efficiency, conversion, and sales adoption rate.
Key points
- Connect CRM/customer data (with de-identification and permissions)
- Use cases: opportunity summary, next-step suggestions, email/WeChat drafts
- Human confirms before sending — no automatic outbound leakage
- Tie to conversion metrics: follow-up cycle, win rate
- Sales training: when to trust AI vs human judgment
How to do it
- Pick one sales step (e.g. new lead follow-up)
- Define input data and output format
- Small-scale A/B trial for 2–4 weeks
- Iterate prompts and data based on adoption and outcomes