Automated CRM Data Capture

Featured Content

This recording was edited from the Educational Webinar “How to Eliminate Sales Pipeline Junk with AI for Sales

Driving AI-Enabled Sales Productivity

This guidebook is based on a sales activity assessment and time productivity study on sales reps, sdrs and sales managers conducted by SiriusDecisions.  Updating the CRM system is categorized as non-core selling activities.  This guidebook focuses on minimizing these activities to increases time for core selling.

Work Your Deals, Not Your CRM

Review this Guidebook to understand how to cut out the low-value, time-sucking tasks of a sales organization so you have time to sell and win more deals!  This guidebook was part compiled from a webinar and focused on how to overcome process compliance issues and become more strategically effective with your reps.  

AI for Sales – Enhanced Data Collection

An accurate sales forecast requires a crystal clean sales pipeline.  A crystal clean sales pipeline requires a deep history on most buyer/seller interactions for each opportunity.  Enhanced data collection is foundational for both the sales process in general and when applying AI to the sales process. 

Strategy 1

Increase Information Collected On Opportunities

This 7 minute video reviews challenges trying to collect adequate information about each opportunity and shows how world class companies are solving those challenges.  This recording was edited from the Educational Webinar “How to Eliminate Sales Pipeline Junk with AI for Sales

Blog Post

Make Your Data Work

CRM systems are like relationships, you only get out what you put in. Unfortunately, CRMs are infamous for being “junk in junk out”. So How can we trust the data? How can we make entering of data painless? Read this blog for some time proven suggestions.

Strategy 3

AI Driven Sales Forecasting & Pipeline Management

This 23 minute video demystifies AI for Sales Forecasting.  It focuses on how an AI forecast works and how to create a rules based forecast supported by AI to perform calculations currently being done in Excel.  This recording was edited from the Educational Webinar “The Ins and Outs of AI Based Sales Forecasting