Build Your AI Toolkit: Tools all Sellers Should be Using Now

Build Your AI Toolkit: Tools all Sellers Should be Using Now

Brought to you by Jody Geiger, Jenna Bugiardini and Klue


Voices of Revenue is a monthly newsletter spotlighting revenue operators making waves and sharing best practices.

The pace at which content is produced, lands and leaves our feeds is remarkable and alarming. We are here to ensure you don't fall behind the curve!


Volume 15


Have you ever heard of a king wave? It’s an extraordinarily powerful wave, carrying immense energy that transforms the shape of beaches by moving sediment and reshaping the landscape in dramatic ways. In the tech world, we’ve seen similar waves sweep through industries: the PC era, the Internet era, the Cloud era, the Mobile era—and now, we’re standing in the midst of the AI era. This wave isn’t just another trend; it’s a king wave, poised to transform everything in its path.

Reid Hoffman aptly said, “AI is one of the most transformative technologies of our time.” Yet, as sellers, we know this transformation isn’t automatic. Everyone recognizes they should be leveraging AI, but finding the right tools and implementing them effectively? That’s a challenge—and one that many are deferring, hoping their companies will lead the charge. But as we all know: time kills all deals.

The truth is, the time to act is now. AI isn’t just a trend; it’s your chance to gain a competitive edge, streamline your selling motions, and outpace the competition. Let’s explore how experimenting and implementing AI today can shape the future of your sales game.

6 AI Tools to Speed Up Deals


Writing Emails that Convert with Lavender

Link to Website: lavender.ai

Lavender doesn’t just help you write better emails—it helps you understand what makes them resonate with prospects.

Takeaways:

  • Writing emails that consistently convert is a challenge every revenue team faces. The pressure to balance personalization with productivity can feel like a constant juggling act.?
  • Lavender.ai steps in as an AI-powered email coach, enabling sellers to craft impactful, data-driven emails while cutting down the time spent in their inbox.
  • Lavender acts as your real-time editor, highlighting areas for improvement—whether it’s tone, clarity, or structure. It ensures every email is designed to engage, not just inform.
  • Sales teams often struggle to know what “good” looks like. Lavender benchmarks emails against data-backed best practices, providing clear insights into what works and what doesn’t.
  • With tools that integrate directly into your workflow, Lavender helps reps quickly tailor emails using prospect and company insights without overthinking every word.

Experimenting at Klue:

At Klue, we’re constantly exploring tools that improve sales efficiency without compromising quality. We have been trialling Lavender to see how it can help our teams create stronger outreach emails faster. Based on feedback, these tools serve as a great baseline for outreach and allow teams to avoid “cold starts” while prospecting.


Timely Follow-up with Call Recordings + ChatGPT?

Link to Website: https://openai.com/index/chatgpt/

Yes ChatGPT summarizes and generates content—but it also empowers you to connect and convert.

Takeaways:

  • Surface Highlights Faster: Call recording tools like Gong or Chorus provide transcripts and insights that make it easy to pinpoint key moments in your calls—challenges, objections, and agreed next steps.
  • Turn Call Data into Messaging: Use ChatGPT to quickly summarize your call, focusing on what your buyer cares about most: solving real business problems.
  • Streamline Follow-Up Creation: ChatGPT can draft follow-up emails based on your meeting notes or transcript.?
  • Make sure to provide the GPT the role it will assume, context on the task, format you’d like the email to be in and style examples.
  • Your follow-up isn’t just for the buyer—it’s for their internal stakeholders. Use AI tools to frame the message in a way that’s easy for your champion to take action and sell internally.

Experimenting at Klue:

We have found the following prompt to be extremely effective:

Write an email using the highlights and key actions from the call transcript (attach PDF of call transcript).

Rule #1: ALWAYS provide your answer in this format:?

Hi [name],?

A few topic highlights from our call today: [3 bullet point highlights]?

Confident Klue can meet your needs: [3 bullet point highlights, each one showing how Klue product can solve exactly a challenge or pain felt in the prospect’s current process and share how it will positively impact their business (ideally using a metric.]?

From here: [3 bullet point action items with the name of each person responsible identified].”?

Rule 2: ALWAYS ask the user for the contact name before writing your email.?

Rule 3: Think step by step.?


Finding the Right targets with Ocean.io?

Link to website: https://www.ocean.io/

Ocean.io simplifies targeting by building smart prospect lists based on your happiest customers.

Takeaways:

  • Start with Your Best Customers: Ocean.io analyzes your existing happy customers and identifies similar companies, helping you build prospect lists that are more likely to convert.
  • Instead of spending hours manually researching accounts, Ocean.io will automate the list creation process by generating lists that align with your ideal customer profile (ICP).
  • Beyond lookalike accounts, Ocean.io uncovers prospects in adjacent markets or new verticals you haven’t considered but match your ICP.
  • No more out-of-date lists. Ocean.io ensures your lists are up-to-date with accurate data, so you can adjust targeting based on real-time market changes.

Experimenting at Klue:

At Klue, as we have started our territory planning for 2025 we have been exploring Ocean.io to solve the common challenge of “Where do I start?” when it comes to prospecting. By uploading a list of our happiest customers, Ocean.io generates targeted lists of lookalike accounts that fit our ICP. This allows us to focus on accounts most likely to engage, leading to better conversion rates and higher-quality pipeline.?


Personalize at scale with Clay?

Link to Website: https://www.clay.com/

Clay is the data supercharger for modern sales teams, helping you find and personalize at scale.

Takeaways:

  • Clay has a massive marketplace that allows them to integrate with almost all your tools to pull in rich, dynamic data about your prospects from sources like Apollo, Hubspot, Ocean.io, giving you the context you need to personalize outreach.
  • Salespeople no longer need to search for details, Clay automates the data-gathering process, freeing up time to focus on crafting meaningful messages.
  • Clay offers a high degree of flexibility to use that data how you would like. Whether it's hyper-targeted, personalized outreach, LinkedIn messages, emails, or call prep you can do it all within Clay.
  • If you have incomplete or messy data use Clay to turn it into clean, enriched contact lists, saving you hours of manual research.

Experimenting at Klue:

At Klue, we’ve been using Clay to improve our lead enrichment process. After attending a recent conference, we left with a list of potential leads, but the contact data was incomplete. By uploading the list into Clay, we quickly enriched it with accurate emails, job titles, and company details, significantly reducing the time our team would have spent on manual research.

With enriched data in hand, our reps were able to focus on crafting targeted outreach that resonated. This allowed us to engage the right prospects more efficiently and drive stronger response rates. Clay has become a key part of our workflow.


Unlock Customer and Revenue Insights with Gong?

Link to website: https://www.gong.io/

Gong’s AI transforms manual revenue tasks into automated insights, enabling sales teams to focus on selling instead of admin.

Takeaways:

  • Automated Forecasting: Gong’s AI analyzes deal trends and pipeline health, providing accurate forecasts without relying on manual input.
  • Opportunity Briefs in Seconds: AI-generated summaries of key opportunities consolidate insights from calls, emails, and CRM, so reps are always prepared.
  • AI-Driven Account Summaries: Gong delivers concise summaries of key account activities, helping teams stay aligned and informed across every touchpoint.
  • Scalable Coaching: Gong’s AI identifies patterns in top-performing reps and pinpoints coaching opportunities, making it easier to upskill the entire team.

Experimenting at Klue:

At Klue, we use Gong’s AI suite daily across all teams. Instead of relying on manual methods, our managers use Gong to generate forecasting insights and account summaries, saving hours each week. Reps are now using Gong’s to create opportunity briefs and business cases. On the coaching side, we use their AI scorecards to review progress of key initiatives. Gong’s AI is redefining how we approach revenue enablement.


Win More Competitive Deals with Klue

Link to Website: https://klue.com/ai

Don’t just track competitors– win deals and shape strategy with Klue’s Competitive Enablement and Win-Loss automated insights.

Takeaways:

  • At Klue, using AI to help accelerate deals is at the centre of everything we do. The team has come up with some game-changing AI capabilities that have allowed sellers to win more competitive deals.
  • Ask Klue for Real-Time Answers: Sales reps can ask Klue questions like “Why do we win?” or “How do we beat [competitor]?” and instantly get tailored competitive insights, enabling better deal preparation.
  • Seamlessly Integrated Insights: Klue integrates with your LLM (Large Language Model) to surface competitive insights and win-loss findings directly within your internal tools, making it easier for sales teams to access the information they need, wherever they work.
  • Klue automatically surfaces win-loss data and competitive trends from customer interactions, so reps can stay informed without digging through reports.

Experimenting at Klue:

At Klue, we’ve integrated our own features into our sales workflow to ensure teams are empowered with the insights they need. The Ask Klue feature has become a go-to tool for reps preparing for high-stakes deals. By typing simple questions (prompts), reps can quickly access competitive insights and positioning tips that help them confidently navigate conversations.


As we continue to spot trends, we'll keep you updated. See ya next month!

Loredana Qvist ??♀?

CRO & Co-Founder @Salestools | AI SDR's first launched in '18 ?? Personalised emails isn’t enough - AI can engage with prospects, handles follow-ups, objections & books meetings!

2 个月

Our clients cancel 7 subscription in average when moving to Salestools - we've deployed over 700 AI SDR's in '24, not many SAAS companies can do that as they all buy external data Jody Geiger right?

Jody Geiger

Head of Sales @ Klue

3 个月

Here is a link to a quick live demo I did for some of these tools: Just signed up for Build Your AI Toolkit: Tools All Sellers Should Be Using Now! Check out this free Lightning Lesson on Maven ?? https://maven.com/p/818026/build-your-ai-toolkit-tools-all-sellers-should-be-using-now?utm_medium=ll_share_link&utm_source=maven

回复
Anton Dobrzhanskiy

Co-founder at Epicbrief || ex-Netsuite

3 个月

The future of AI in sales is not another copilot tool, it’s an AI GTM infrastructure. With a pace of AI development, there will be autonomous agents / AI Sellers and orgs need a way to have control, visibility and to keep those agents accountable. The role of rev enablement and ops in leading this shift can not be underestimated!

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