Unlock the Power of AI in Your Sales Process with These Free AI Sales Tools

Unlock the Power of AI in Your Sales Process with These Free AI Sales Tools

Originally, I planned on this being a monthly newsletter...but the world of AI is changing too rapidly (and I couldn't wait that long to share this next piece with you).

Thanks to AI, I no longer have to:

  • Recall what was said during meetings
  • Remembering the action items I need to follow up on
  • Summarize the key points and takeaways
  • Spend time logging all of this into the CRM

AI is handling all of this for me now!

And I'll show you how AI can do this for you too...with FREE AI Virtual Meeting Assistants.


If you haven't taken the time to look into AI, you may not fully understand what it is or why people are so excited about it.

*If you already know enough about AI and you just want to learn about the free tools, you can skip to the next section*


When it comes to a basic definition, Artificial Intelligence (AI) aims to create machines or systems that can perform tasks that would typically require human intelligence.? And not only that, but as AI gets more data, it can learn to identify patterns more precisely to make more accurate predictions and operate more efficiently.

For a simple example, Netflix uses AI to recommend shows and movies for you to watch. It does this by comparing your viewing history with others who have a similar viewing history or preference.


While AI can be exciting, it's also a little scary to consider the possibilities and where they end...or don't end.

But at this point, AI is NOT perfect. I am using AI more like a compass to help guide the overall direction rather than a GPS that I follow turn by turn.


Here are some of the most common AI applications that we are seeing today:

1. Healthcare: AI is being used to detect abnormal scans and health data patterns to identify diseases earlier and more accurately. It is also being used to study large sets of data to make more accurate health predictions and potential cures.

2. Finance: AI is used to detect fraudulent and abnormal activities, make predictions about the stock market, and assist in more accurate financial forecasting.

3. Retail: AI is being used in e-commerce and brick-and-mortar stores to provide personalized recommendations to customers while also optimize pricing strategies based on buying patterns.

4. Manufacturing: AI is being used to improve production efficiency while reducing waste and still improving the overall quality of products. Helping businesses cut costs and maximize profitability.

5. Transportation: AI is used to optimize logistics and transportation routes, improve overall traffic flow, and develop autonomous vehicles.

I'm not going to dive into Neural Networks or Deep Learning but if you want to learn more about AI in general or if you have more specific questions, feel free to shoot me a message and I can try to point you in the right direction!


But let me get to what you probably came here for - the FREE AI Sales Tools

Keep in mind, there are new tools being released constantly and you can find multiple versions of the tools I am going to mention.?

There are also a lot of incredible AI Sales Tools available but they will require some kind of financial investment (we will cover those down the road).?And of course, there are some insane AI Tools for marketing, SEO, social content planning, and more - but for now, let's stick to sales.

There are three main categories of Free AI Sales Tools I am going to cover:

1. AI Virtual Meeting Assistants

2. AI Sales Intelligence Tools

3. AI Outreach Personalization Tools


For now, all of the tools I am going to mention below have a free trial, free version, or they are completely free all together.


The 5 Best Free AI Virtual Meeting Assistants

What is an AI Virtual Meeting Assistant? It is a tool that can:

  • Record and capture meeting highlights
  • Automatically transcribe meetings
  • Provide automated meeting highlights and summaries
  • Suggest relevant feedback in real-time

Many of you who are in sales may already be using a CRM that has some AI capability built into it (maybe more so for phone calls).?These tools can help eliminate a lot of the administrative time typically spent inside of the CRM so we can focus on selling.


If you do not have a CRM that can record virtual meetings and automatically transcribe them for you, don't worry. There's a few AI Tools to choose from...

(All of the videos featured below have a duration of 2 minutes or shorter.)


1. Fathom -?Fathom records, transcribes, captures highlights, and summarizes your meetings so you can focus on the conversation. Fathom can only be used with Zoom; however, it is completely free...forever. After the meeting, you can also have Fathom push the call details directly into your CRM!


2. Fireflies.ai - Fireflies.ai helps your team record, transcribe, search, and analyze voice conversations. Fireflies.ai works with Zoom, Google Meet, Microsoft Teams, Webex, Skype, BlueJeans, Dialpad, Lifesize, and GoToMeeting. This tool also integrates with multiple different CRMs and platforms. The free version allows up to 800 minutes of storage.


3. Otter.ai - Otter.ai records meetings, takes notes in real time, and generates an automated summary to share with everyone and to help you remember everything. Otter works with Zoom, Microsoft Teams, and Google Meet. The free version includes 300 monthly transcription minutes and 30 minutes/meeting.


4. Sembly.ai - Sembly.ai transcribes, takes meeting notes, and generates insights for your professional meetings. Sembly works with Zoom, Google Meet, Microsoft Teams, and Webex. Their free version allows up to 480 minutes of recording/month and a one week free trial of other versions.


5. Avoma - Make your meetings more actionable with Avoma’s Intelligent Meeting Lifecycle Assistant. This tool focuses on what needs to be done before, during, and after the meeting takes place. Avoma can be used on Zoom, UberConference, Google Meet, Microsoft Teams, BlueJeans, and Lifesize. The free version includes 600 minutes/month of transcription and 4 hour long meetings.


Honorable Mention: Poised - Poised is a little different than the rest of the tools on this list.

Poised is the AI-powered communication coach that helps you speak with confidence and clarity. Poised is free to use (paid versions available with more features like transcribing) and provides your meetings with real-time feedback. During your meeting, Poised sits in the corner of your screen (hidden from other participants) coaching you in real-time on filler words, tempo, asking questions, and more.


From the research I've done, the AI Virtual Meeting Assistants I just mentioned are the best free options available today. There are other AI Virtual Assistants that didn't make this list, so you may find different options that fit your needs better.


When it comes to choosing a Virtual Meeting Assistant, you'll want to look for:

  • Compatibility with your current virtual meeting platform
  • Integration capability within your CRM
  • The ability for it to automate your process as much as possible


I'd love to hear if you're already using any of the tools I mentioned or any other AI Virtual Meeting Assistants and what your experience has been after implementing them into your process.

Later this month, I am going to share the different AI Sales Intelligence Tools and AI Outreach Personalization Tools I've uncovered and how you can use them to completely change your prospecting game!


Sell Smarter,

The AI Sales Guy

Andrii Fediv

Digital Marketing Manager ?? Content Marketer

2 年

#4 is my favorite Sembly AI ? Thank you for highlight Jordan Ledwein ??

Tim Roberts

Empowering Sales Leaders, Business Owners & Teams to Drive Revenue Growth | Public Speaker on Sales Leadership & Mindset | Transforming Behaviors, Mindsets, and Strategies for Success

2 年

Good stuff, Jordan!

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