AI & Automation Solutions
These handpicked tools represent the cream of the crop. The best-in class AI & automation tools we've come across.
We personally use all of the tools below in our sales process and have developed relationships so we are able to provide them to you. Some of the tools below are affiliates, which means that if you decide to make a purchase, we may earn a small commission.
We sincerely appreciate your support if you choose to do so and it helps us spend more time researching AI tools to share what we've learned!
AI & Automation Tools
AI-Powered Virtual Meeting Assistant
AI Virtual Meeting Assistants can change your life when it comes to virtual meetings and follow up. You may think we are being dramatic... but if you're on a lot of Zoom calls like we are, it's a gamechanger!
And it's free?
- Automatically Record Zoom Calls
- Transcribes the entire meeting
- Detailed AI Summary
- Pushes recording and summary directly to HubSpot and associates it with the contact
- Send the summary and recording to all members of the call with the click of a button
AI-Powered Buyer Insights
One of our favorite AI tools that helps personalize messaging to completely cold prospects...
Customize emails so they are written in the buyers communication style.
Craft proposals that specifically speak to the motivations of our soon to be client.
To learn more, reach out using the form at the bottom, use the chatbot in the bottom right, or send us an email.
If you want to dive deeper... read this.
- Predict DISC Style of almost anyone on LinkedIn
- Crystal provides insights that help:
- Build Trust
- Perform a Demo
- Negotiate
- Discuss Pricing
- Write personalized emails
- And more
- Use the link below to get free profile predictions for your upcoming meeting
Automated LinkedIn Growth
We almost refrain from showing this tool for two reasons:
- In the wrong hands, this tool is dangerous
- We don't want any of our automated connections to feel like we love them any less than the manual connections ❤️
In all seriousness, please do not use this tool to connect with people and then "pitch slap" them seconds after they accept in hopes to book a meeting. Sales is about building trust and a network. And if you're not sure how to go about doing that, we may know a place...
- Connect with leads that match your ideal client profile
- Create automated outreach campaigns that can:
- Send connection requests
- Send messages
- View profiles
- Leave endorsements
- And more
- Works with LinkedIn Free, Premium, or Sales Navigator
- Free 2-week trial
AI-Powered Automated Prospecting
Reply.io was born out of a desire to automate the time-consuming manual tasks involved in sales, such as sending emails and follow-ups to prospects.
Today, Reply.io has built a full communication platform that aims to make communication with existing and new customers easier and more effective.
And with advancements in AI technologies, the goal is to automate this process as much as possible while keeping it personal.
- Discover new prospect lists with Reply's database of verified emails and contact information
- Engage those leads with the help of AI-generated multichannel sequences.
- Execute tasks, make calls, and sync the data to your CRM right within the platform
- And get full reporting and analytics to understand what's working, and what isn't.
- Free 2-week trial
AI-Powered Deal Intelligence
Auctus IQ's - Deal IQ Tool requires a $10k-$20k+ initial investment to customize it to your process, integrate into your CRM, and train your sellers. So if that price tag scares you away, you're best off waiting for a solution geared towards small business or entrepreneurs.
If you want to learn more, use the button below to send us an email and we can help answer and questions or demo the platform.
- AI generated deal confidence score on all deals in your pipeline
- Identify at-risk opportunities and get recommended next steps
- Forecasting insights based on analytics, not gut instincts
- And the more deals you put through the system, the better the AI becomes at predicting deal confidence scores and future forecasting predictions
CRM's with Built-in AI & Automations
- HubSpot currently holds the #1 spot for AI Sales Assistants according to G2
- HubSpot comes with a built in automation system (called workflows) and has a ton of AI tools included as part of their system
- HubSpot is also very user friendly and it easily integrates with thousands of different tools and platforms
- To learn more about HubSpot, check out this article or use the link below to book a call
AI & Automated Chatbots
- Check out Allison, the AI Sales Guy's Automated Assistant!
- She's the blue bubble on the bottom right of your screen
- Chatbots can be designed to help with multiple different things like:
- Converting more leads from your website
- Help onboard new clients
- Train staff and new employees
- And more
- With AI, Chatbots now have the ability to be trained on your company and the solutions you provide so your customers and prospects can find the answers they need
“Chatbots are expected to save businesses 2.5 billion hours and $8 billion in the next 2 years.”
Juniper Research
Sell Smarter - AI Automation Agency
Helping companies combine proven sales methodology and cutting edge sales technology to Sell Smarter.
- Custom HubSpot Sales CRMs
- With AI & Automation integrations
- Custom Automated Chatbots
- AI & Automation Technology and Tools
- AI & Automation Strategy and Consulting
- AI & Automation Training and Talks