Public:Sales AI

Sales AI is a product we are building for internal use. It would be a virtual assistant that augments our Sales colleagues to be better in sales.

Roadmap

Month1: search across all sales communication on upwork and google docs

This should reduce 5hr per week of a full time sales rep

Month2: identify "near duplicate" snippets with 75% accuracy

This should reduce another 5hr per week of a full time sales rep

Capabilities

Real time push data into Customer Data Platform

Put all the customer communication that happened during sales process in a Customer Data Platform. See how we proposed putting a CDP to one of our clients

While Segment.com let you do it pretty nice, you can consider open source solutions for CDP (connect with Ricky - he was trying to do same for BestOfBharat.com) A sales rep would be able to use keywords to Search across all..

• cover letters submitted on upwork
• replies received from upwork
• on whatsapp
• on email
• on telegram

Identify the repeat strings from historical sales communication

Sales reps would be able to see "near duplicate" strings like as shown in this Snippets List

There are some open source that identify near duplicates in Natural Language.

Auto Label those snippets

Click on any snippet from Snippets List. The labeling in there would be done automatically by machine. Labels have to be first Identified, then applied. To identify labels we can..

• Look for keywords highlighted in google docs in those cover letters
• do a keyword density extraction on our sales communication
• Use WikiDigger to find out wikipedia terms for are there for Tools, Problems, Goals, etc

Be present in everything Sales Reps do

Monitor their real time calls

• identify mention of labels.

• identify mention of near duplicate snippet.

Stay on their browser as they are

• Reviewing profiles of prospects in our target market
• drafting replies to prospects

Chatbot that guides prospects to become hot leads

See Chatbot for HC Sales

Competitors

https://cresta.com/