LEVEL 2

You are at: Level 2 Partial Automation

What this means 

You understand the importance of building scalable, proactive processes and giving your sales team more time to spend with customers and prospects by automating many manual administrative tasks and processes. Great job, you’re already ahead of a lot of other organizations!

You might be getting some data-driven insights from AI but your current tools are mostly point solutions that focus on a single aspect of sales (like call recording or forecasting) and your data lives in silos. Your sales leaders and reps may have to go to multiple dashboards to get the information they need. Even with these solutions in place, you are still missing key pieces of your revenue story, making achieving success with each member of your sales team an ongoing challenge.

Top challenges at Level 2

  • Data capture is automated for certain functions but the data is scattered and unorganized with no single authority.
  • No clear understanding of how reps are spending their time.
  • Reps are burdened with different workflows for each automation solution.
  • Coaching requires sales leaders to spend a significant amount of time analyzing data across different tools to see the big picture and compare rep best practices.
  • Disjointed solutions don't communicate, preventing a holistic view of your business and resulting in a disjointed customer experience.

Where to go from here?

Unlocking your data is the key to unleashing the value of AI and having a holistic view of your business. It’s time to put all that data you’re already capturing to work! This is also a great opportunity to get more out of your current CRM and automation investments.

Keep improving your AI Maturity by making the biggest and most impactful jump in your AI journey yet, and start leveraging one centralized AI to monitor across data sources.

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:

Unify your data sources with one central AI

You’re capturing data across multiple point solutions, now you need to make sure that data is connected and organized by one central AI for a true, holistic view of your business. This automation jump from level 2 to level 3 is where your organization will feel the biggest impact on sales efficiency and effectiveness. Start by understanding all the advanced ways you could leverage a single AI sales tool to optimize your sales process.

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Learn from the innovators who are driving progress in different areas of AI

AI Innovators is a series of in-depth profiles that shines a light on the most innovative minds in AI and those who are championing the adoption of the technology in their organizations and beyond. This series reveals the humanity behind the technology powering our future and the journey of the individuals leading the way.

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

Not all AI vendors are created equal. In fact, Forrester recently predicted that 70% of B2B buyers will regret purchasing an AI tool in 2024. This is because many companies are adding an automation layer to existing products and calling it AI. Those tools lack access to expansive, good-quality data to actually produce high-quality insights about your business. Select the right AI vendor by asking the right questions. 

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