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AI is changing the way we work. Yet, it’s still unclear for many RevOps and Sales teams what use cases are the most pertinent to apply it with.
In this article, we’ll share 5 use cases that are among the most popular within our customers, and that you can get started with today!
1. AI-powered revenue enablement quizzes
Make sure your team has acquired relevant product or process knowledge with engaging quizzes.
Do this in 2 steps:
- building the quiz questions, using AI: ask chatgpt to build a quiz based on content from your knowledge base. Be crisp on your prompt and provide succinct document that has key knowledge element you want to quiz about. Here is a simple quiz generator tool built on Gluetrail.
- Once you have the questions, use an online quiz builder tool like Gluetrail to create the question and test your team. Push the data to Google sheet to analyse results.
2. Call reviews
Most of your reps are probably recording call today on zoom or other software. Sales managers often don’t have the time to review each call, grade it objectively based on an assessment matrix and provide actionable feedback.
However, sales managers can help provide you with a methodology for reviewing and assessing calls. You can also find best practices publicly online.
- Document your methodology
- Configure the AI: provide the document to the AI and ask it to provide feedback on call recordings using it - customise the prompt so it uses the right tone, provide tangible feedback with examples
- Build a simple form your reps can use autonomously where they answer a few questions and provide the call transcript, the AI will provide them 1-1 actionable feedback on what they did well and what they can improve.
Here is a quick demo of that tool built directly on Gluetrail. Feel free to grab it and use it for your own needs!
3. Meeting follow up emails
Great meeting summary emails take time to write. AI can read meeting transcript, understand your sales goal, and write compelling email follow ups with it.
Similarly to the previous example:
- Document your methodology for writing great emails. You can also use publicly available ressources (HubSpot’s blog is great for that!)
- Configure the AI: provide the document to the AI and ask it to write emails accordingly - customise the prompt so it uses the right tone, use bullet points and short sentences…
- Build a simple form your reps can use autonomously where they answer a few questions and provide the call transcript, the AI will provide them 1-1 an email template they can copy and adjust as needed
Here is a quick demo of that tool built directly on Gluetrail. Feel free to grab it and use it for your own needs!
4. Security Questionnaires
Build a knowledge base of previously filled out security questionnaire. Similarly to use case 2 and 3, you can build a form that allows your rep to submit questions from a security questionnaire. The AI will refer to your internal documentation and provide answer based on it.
5. Slack based Q&A on internal docs
If you have Slack internally, it’s probably one of the most (if not the most) adopted tool within your team. What if your team could have an AI-powered Slack app to interact with and ask questions specifically? and what if you’d have access to all these questions and answer so you can improve your knowledge base as a result?
Build Slack commands that do specific AI-powered actions for your team such as:
- ask a question about rules of engagement
- ask a question about deal desk policies
- ask a question about your product capabilities
Sign up on Gluetrail to build Slack commands that query AI!
How to evaluate if these tools will actually be helpful for your team… and find others
These tools are only relevant if your revenue teams use them.
Choose a couple of champions within your revenue team to review ideas with you and test apps.
That way, they’ll be able to provide feedback to you quickly, you’ll be able to iterate fast on the app building and AI output, and ultimately get to tangible usage and results for when you launch it with the broader team.
Get started today!
About Gluetrail: Gluetrail is a no-code tool to build forms combined with automation and interactions. With our OpenAI integration, you can build engaging interface (web or Slack based) that leverage AI to provide content to your users.
Sign up on our website to leverage our templates and get started building with your team. If you don’t have an OpenAI API key to start with, contact us and we’ll provide you one for 7 days for testing purposes.
