Sales
AI Use Cases
Monitor and analyse interactions between customers and sales to provide insights to support sales performance
Sales Management
Monitor and analyse interactions between customers and sales to provide insights to support sales performance. Likely to be most useful in highly structured, high volume calling situations.
Create lead generation contact lists through data scraping
Sales Management
Create contact lists for outbound communication through automated web scraping (e.g. of social network traffic, databases or websites) or filtering based on response and sourcing analysis. Note that this is increasingly encountering regulatory challenge (eg GDPR in the EU).
Identify high value B2B leads through analysing internal and external data
Sales Management
Identify high-value B2B leads by analysing internal and external data. Internal data will include CRM and sales channel data. External data might include press releases, 3rd party information sources and social media.
Evaluate customer credit risk by capturing consumer behaviour during online application process
Sales Operations
Evaluate customer credit risk using application and other relevant data to improve accuracy and reduce unconscious bias in real-time underwriting decisions. Signals may vary - for example signs of hesitation whilst form filling may indicate a higher propensity for fraud.
Predict sales and optimise sales funnel actions
Sales Operations
Use AI to enable predictive sales. Score leads and prioritise sales rep actions or other action most likely to push prospective leads further through the sales funnel (from prospect ID to completion). Sales reps actions and leads will be analysed according to sales process and potential customer response to suggest the next best action.