LEVEL 1

You are at: Level 1 Minimal Automation

What this means 

This means you have minimal automation tools in place but there is a lot of opportunity to improve team efficiency and effectiveness, and in turn, drive more revenue. 

Top challenges at Level 1

  • Data is scattered and siloed across the entire GTM organization.
  • Poor CRM hygiene with inaccurate and out-of-date information.
  • Phone and email prospecting is time-consuming, tedious, and insufficient.
  • Account plans are manually updated and become out-of-date quickly.
  • Coaching is reactive vs. proactive, focusing on information sharing rather than strategy and advice.
  • Missing quotas due to poor forecasting with anecdotal information from reps and gut feelings rather than real-time data. 

Where to go from here?

You understand the importance of using technology to improve automation but your teams are still spending a significant amount of time and manual effort on workflows. You’ve already taken the first step toward developing AI maturity in your organization, and now you can start building scale into your processes by collecting and unlocking the data you need to move to levels 2 and 3. We’re here to help you understand where you are now and help you get to level 2 and beyond to future-proof 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:

Continue building and optimizing your data foundation.

Capturing and unlocking your deal data is the key to unlocking the value of AI. For sales organizations, this means leveraging a tool to automatically capture sales rep activities. 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.

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Start building your organization’s genAI roadmap

Generative AI is a powerful technology that makes your data accessible to your entire sales organization by providing real-time insights at scale. Fed by the right data, it can help them close bigger deals, faster. If you've been entrusted with implementing genAI into your sales function, it's time to start building your genAI roadmap. Successfully implementing the right genAI tool into your organization will not only make you a hero but also help future-proof your business. Worried about making a misstep? We’re here to guide you along the way.

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