Leveraging AI to Achieve Speed to Lead in Sales

Webinar with Kyle Coleman and Keegan Otter

Key Takeaways

• Achieving speed to lead requires both process automation and personalized human follow up

• AI can instantly respond to and enrich inbound leads before handing off to reps

• Integrating AI into existing sales tools makes it easy for reps to leverage AI

• AI optimization helps sales reps convert more leads by saving time on manual work

Introduction

Speed to lead is critical in sales, with data showing that responding quickly to inbound leads makes you far more likely to convert them to opportunities. However, most companies struggle to achieve fast response times. In this article, we'll explore how sales teams can leverage AI to systematize and automate key processes to achieve speed to lead.

Challenges With Achieving Speed to Lead

• Manual processes like lead assignment and initial outreach often cause delays

• Reps juggle many competing priorities, so inbound leads may wait

• Lack of context on leads means reps must research before personalizing outreach

• Difficult for reps to quickly synthesize many intent and behavior signals on leads

Automating Workflows With Copy.ai

• Build workflows to automatically respond to inbound leads with scheduling links and initial messaging within minutes

• Use no-code AI platforms to set up workflows tailored to your tech stack

• Workflows can run 24/7 to respond to leads instantly no matter when they come in

• AI can generate relevant messaging for workflows using lead data

Enriching Leads With Context

• AI can instantly enrich leads by pulling data from LinkedIn and other sources

• Analyze profiles to identify lead titles, responsibilities, and use cases

• Deliver this context directly into CRM so reps have it when they follow up

• Context helps reps personalize and tailor messaging and pitches

Leveraging Data and Signals

• Site behavior like visiting pricing pages signals buyer intent

• Identify the strongest intent indicators based on your ideal customer

• Create workflows to respond differently based on lead intent signals

• AI can synthesize signals and trigger the optimal workflow for each lead

Integrating AI Into Existing Tech Stack

• Pipe AI-generated messaging and insights directly into existing sales tools

• This avoids reps having to juggle multiple platforms to leverage AI

• Integrations enable AI to seamlessly enhance existing sales processes

• AI layers on top of CRM, outreach tools, etc. rather than replacing them

AI Optimizes Sales Rep Work Rather Than Replacing Reps

• AI excels at automating repetitive, manual workflows and tasks

• This enables reps to focus on higher value activities like calls and strategy

• More efficient reps convert more leads and opportunities

• AI makes teams more productive vs. replacing jobs

Key Takeaways

• Achieving speed to lead requires both process automation and personalized human follow up

• AI can instantly respond to and enrich inbound leads before handing off to reps

• Integrating AI into existing sales tools makes it easy for reps to leverage AI

• AI optimization helps sales reps convert more leads by saving time on manual work