LEVEL 0

You are at: Level 0 No Automation

What this means 

You are at Level 0 in your AI Maturity journey. This means you currently have no AI or automation systems in place.

Top challenges at Level 0

  • Reps are bogged down with manual tasks like account planning, data entry, and meeting prep.
  • CRM data is incomplete and/or inaccurate.
  • Leaders are using gut feelings and anecdotal data to coach reps.
  • Poor forecasting and missing quotas due to lack of data.
  • Incomplete and out-of-date account plans.

Where to go from here?

The good news is that you’ve taken the first step toward modernizing your sales organization using AI. There is a lot of opportunity for you to leverage automation, better data, and AI to improve team efficiency and effectiveness and drive more revenue. Understanding where you are now will help you strategize what you need to do to get to the next level and start future-proofing your business.

Join us for AI Innovators Labs!  Learn how your organization can achieve greater AI maturity and leave understanding what the next step in your AI journey should be.

Here are some additional ways your GTM organization can leverage AI the right way:

Start building your data foundation, now.

Leveraging your data is the key to unlocking your complete story using AI. For sales organizations, this means automatically capturing sales rep activities to gain a deep understanding of each account and opportunity. Invest in a sales tool that will capture all of your sales reps' activities like phone calls, meetings, Zoom calls, emails, etc.

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Make sure your AI tool can accurately match your activity inside your CRM.

A great AI and automation tool needs to capture all of your GTM activity data and then correctly match it to the right accounts, contacts, and opportunities in your CRM. This is where a lot of tools fail and make frustrating errors. We have some helpful questions to assess if an AI vendor does activity matching well.

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Find an AI partner that fits your organization's unique needs.

Forrester recently predicted that 70% of B2B buyers will regret purchasing an AI tool in 2024. This is due to companies adding an automation layer to existing products and calling it “AI.” Those tools lack access to expansive, relevant data that produces high-quality insights about your business. Select the right AI vendor by asking the right questions.

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