Speaker 1: 1:00

Hey, everyone Ready to supercharge those sales. Today we're diving into something that can seriously change your game. We're talking about automation.

Speaker 2: 1:09

It's about working smarter, not harder, right.

Speaker 1: 1:12

Ever feel like you're drowning in leads, struggling to turn them into actual customers? Yeah, we've all been there.

Speaker 2: 1:18

I've been there.

Speaker 1: 1:19

But what if you could boost that revenue without you know, adding more hours to your day?

Speaker 2: 1:24

That's what everyone wants right.

Speaker 1: 1:26

The research we're looking at says that sales automation can make that happen.

Speaker 2: 1:29

Yeah, and it's not just about speed, it's about strategy.

Speaker 1: 1:31

So it's not just about automating tasks, it's about working smarter.

Speaker 2: 1:36

Exactly. The whole sales landscape has shifted. You can't just blast out generic messages anymore. It's all about personalized interactions, hitting the right people with the right message at the right time.

Speaker 1: 1:48

Okay, so how does automation make that happen?

Speaker 2: 1:50

Imagine this your sales process powered by tech, reaching out at just the right moment. That's the potential here.

Speaker 1: 1:59

And the numbers seem to back that up. We're talking a potential 10 to 15% revenue increase just in that first year.

Speaker 2: 2:05

Wow.

Speaker 1: 2:06

Companies using sales automation are seeing those kinds of gains. And that's from McKinsey. Those guys know their stuff.

Speaker 2: 2:11

They do.

Speaker 1: 2:11

But there's this company, Pinnacle AI CRM. Their users are seeing even bigger jumps, like 20% average revenue boost. What's their secret?

Speaker 2: 2:20

It's not magic, though it seems like it sometimes. They've got this system lead scoring and it analyzes data about your leads to figure out, well, who's most likely to become a customer.

Speaker 1: 2:30

Okay, so instead of chasing every lead, you're focusing on the ones most likely to convert. Sounds good, but how does it actually work?

Speaker 2: 2:37

It's all about the data. Every time a lead interacts with your brand, like visiting your website, downloading something, opening an email, pinnacle's AI is taking notes.

Speaker 1: 2:47

So every interaction tells a story.

Speaker 2: 2:49

Exactly and it compares that data like their behavior, demographics all that to your past successful customer.

Speaker 1: 2:55

Looking for patterns.

Speaker 2: 2:56

Yeah, trying to find those strong buying signals.

Speaker 1: 2:59

So it's like having a virtual assistant pre-screening all your leads, telling you who to focus on.

Speaker 2: 3:04

You got it, and that's just one piece of what Pinnacle does. They also use something called predictive analytics. Now this is where it gets really interesting.

Speaker 1: 3:12

Predictive analytics. Huh, sounds a little futuristic. Like are we going full minority report here. But instead of predicting crimes, we're predicting sales.

Speaker 2: 3:21

It's not that far off. Basically, we're using data to get a sneak peek at what your sales future might look like. Pinnacle takes your historical sales data, those market trends, even things like you know seasonality, to forecast what's coming next.

Speaker 1: 3:35

So, instead of just reacting to what's already happened, you can get ahead of the curve, anticipate what customers are going to need.

Speaker 2: 3:41

Right and that lets you use your resources in a smarter way. Like, let's say, your predictive analytics tell you Q3. That's when demand for a certain product usually goes through the roof.

Speaker 1: 3:53

Yeah, makes sense.

Speaker 2: 3:54

You can use that heads up to really boost your marketing. Make sure you've got enough stock. Even reach out to past customers who might be ready for round two.

Speaker 1: 4:01

Okay, so it's all about working smarter, not harder, right, sure, but let's be real. Sometimes getting these new systems up and running it can be a real headache. Did the research offer any tips on actually making this work?

Speaker 2: 4:13

It did and it's actually a pretty clear roadmap just three steps Assessment, team onboarding and then a phased rollout.

Speaker 1: 4:21

Gotcha, so first step assessment.

Speaker 2: 4:23

Yeah, gotta know where you're starting from right. Figure out your pain points. What are those bottlenecks slowing down your sales? Which tasks are eating up all your time? Once you've got a handle on what needs fixing, you can tailor the implementation to your needs.

Speaker 1: 4:37

Don't try to change everything at once.

Speaker 2: 4:39

Nope Focus on where automation will make the biggest difference.

Speaker 1: 4:42

Makes sense. But what about the people involved? New tech can be a bit intimidating, especially for teams that are used to doing things a certain way.

Speaker 2: 4:51

Absolutely, and the research really stressed how important that team onboarding phase is. Pinnacle they've got a good rep for being user-friendly, providing excellent training and support.

Speaker 1: 5:01

Right, because the best tool in the world won't do any good if no one knows how to use it.

Speaker 2: 5:05

Exactly, or if they're fighting you every step of the way.

Speaker 1: 5:08

So you've assessed your needs, your team's on board, ready to roll. What's next? The phased rollout. How does that actually work?

Speaker 2: 5:15

Think of it like this. You don't want to just flip a switch and hope for the best. It's about keeping those risks low, making sure everything goes smoothly.

Speaker 1: 5:25

So you're not going all in right away.

Speaker 2: 5:26

Exactly. Start small. Maybe choose one team or department to be your guinea pigs.

Speaker 1: 5:31

A little pilot program.

Speaker 2: 5:38

Yep, let them get comfortable with it, work out any kinks, give you some feedback. Once you're confident that it's running like a well-oiled machine and you're seeing the results you want, then you can start bringing in the rest of the company, step by step.

Speaker 1: 5:46

That's a lot less scary than trying to change everything overnight. But even with the best plans, sometimes things go wrong.

Speaker 2: 5:54

Any common roadblocks the research mentioned there were a few, and it's important to be realistic. No system is perfect right. One thing that came up a lot was data integration.

Speaker 1: 6:04

Data silos my least favorite thing.

Speaker 2: 6:06

Right, companies end up with information scattered all over the place CRM, marketing, customer support Getting it all together can feel impossible, but this is where something like Pinnacle can really shine. They've built their platform to play nicely with other systems. Pull that data in from all those different sources.

Speaker 1: 6:24

So no more manually transferring data between a million different programs. Sign me up.

Speaker 2: 6:28

You got it A single, unified view of your customer and your sales pipeline. But even when you've got that data problem sorted out, there's still the human element. What if your team just refuses to get on board with the new tech?

Speaker 1: 6:41

It happened.

Speaker 2: 6:42

That's why you can't underestimate ongoing training and support. Again, this is something Pinnacle seems to get. It's not just here's the manual, good luck. It's about designing the platform to be user-friendly, providing those ongoing resources.

Speaker 1: 6:55

Make people feel confident using it Exactly, and it's not just about making it easy.

Speaker 2: 6:59

It's about showing them why it's worthwhile when your team sees how automation can make their jobs easier, save them time and help them crush their targets they're much more likely to buy in.

Speaker 1: 7:10

That's so true. People resist change unless they see a benefit for themselves. But there's one more challenge we need to talk about, and that's data accuracy. You can have the shiniest, most AI-powered platform in the world, but if the data you're feeding it is full of errors and inconsistencies, your insights aren't going to be reliable.

Speaker 2: 7:28

Danielle Pletka. Garbage in, garbage out, right, it's true, but Pinnacle thought of that too. They've got these built in data validation tools to catch those little typos and mistakes before they become big problems O'.

Speaker 1: 7:39

So it's like having a spell check for your data.

Speaker 2: 7:41

Exactly, and on top of that, the research also recommended regular data audits. Think of it like spring cleaning for your data. Yeah, get in there every once in a while, tidy things up, make sure everything's accurate and up to date.

Speaker 1: 7:53

Okay. So we've talked about all the great stuff that comes with automation higher revenue, smoother workflows. We've explored how tools like Pinnacle AI CRM are using things like lead scoring and predictive analytics to make it all happen. We even touched on those potential challenges like data integration and getting everyone on board and how to address them. But this is the deep dive, so we can't stop there. We've got to look ahead to the future of selling. What's next? It sounds like AI and machine learning are going to be huge.

Speaker 2: 8:22

Absolutely One of the most fascinating things the research mentioned was AI-driven customer insights. Think of it like this Using machine learning to understand and predict customer behavior with incredible accuracy.

Speaker 1: 8:35

So knowing what a customer might do before they even do it, that opens up some serious possibilities for personalization.

Speaker 2: 8:41

Exactly. Imagine understanding your customers so well that you can anticipate their needs, offer solutions before they even realize they need them.

Speaker 1: 8:48

This is starting to sound like something out of a sci-fi movie. This deep dive has taken us from these impressive stats to practical strategies and now to a future that sounds straight out of Star Trek. But before we get too carried away, we've covered a lot of ground today, from those impressive ROI figures to the nuts and bolts of making automation work for your team. We even got a glimpse into that AI-powered future of sales.

Speaker 2: 9:14

It really all comes down to this Sales automation. It's not just a fad. It's the way forward for businesses that want to see real sustainable growth.

Speaker 1: 9:22

It's like we were saying earlier working smarter, not harder, using tech to really connect with customers and watch that revenue climb.

Speaker 2: 9:30

Absolutely. And that brings us to a question I think is really interesting something to consider as you start exploring this for yourself.

Speaker 1: 9:37

I do love a good question. Go for it.

Speaker 2: 9:40

So we talked about how AI can personalize those customer interactions, but as it gets you know, even more advanced, how do businesses find that balance between creating those hyper-personalized experiences and making sure you know customer privacy is protected?

Speaker 1: 9:56

That's a big one. It's like that, saying with great power.

Speaker 2: 9:59

Comes great responsibility.

Speaker 1: 10:00

Exactly, and the power of AI? It's undeniable.

Speaker 2: 10:04

It really is. It'll be fascinating to see where it goes from here.

Speaker 1: 10:06

Well, on that note, we're going to wrap up this deep dive into the world of sales automation. Hopefully you're feeling informed, maybe even a little inspired. To you know, level up your own sales game. Until next time, happy selling.