Navigating the New Normal – Strategies for Implementing and Leveraging AI
Home 9 Leader's Digest 9 Navigating the New Normal – Strategies for Implementing and Leveraging AI

by | Dec 13, 2023 | Leader's Digest

Last week, I was privileged to present at the Sales 3.0 Conference AI Summit, where I explored the topic of AI and its impact on customer experience. If you are interested in gaining insights from this presentation, I invite you to watch it here.

AI is not just a technological advancement but a true shift in how organizations operate, connect, engage, analyze, understand, and serve their customers. It is reshaping the sales landscape as we know it.

As AI technology continues to advance, its role is poised to become even more significant, offering organizations innovative ways to not only enhance their customer’s experience but also optimize sales processes, bolster security, analyze data, and much more.

Strategies for Implementing AI

Invest in the Right Tools – Identify AI tools and technologies that align with your business goals and strategies. A ton are out there, and more and more are hitting the market daily. Engage in thorough research. Reach out to peers within and outside your industry for insights. By actively seeking advice and sharing knowledge, you’ll gain a clearer understanding of the various tools available and how they can be leveraged to benefit your business operations and customer interactions.

Just yesterday, I had a short conversation with a business partner that led to the discovery of three new AI platforms to elevate various aspects of our operations at Carew. This experience underscores a valuable lesson: in the rapidly evolving world of AI, collaboration and knowledge sharing are critical. As we all navigate these advancements, let’s actively leverage each other’s experiences and insights.


Test and Learn – Start with a small subset of your customer base to test new AI integrations and the impact it has on their experience. This way, you can gauge effectiveness and adjust before a full-scale implementation.


Be Transparent – I have always been a firm believer in transparency. Ensure your customers know when they are interacting with AI systems. This transparency helps to foster trust and set accurate expectations.


Keep Security Top of Mind – Make sure you and your team understand the risks of handing over customer and organizational data to AI – and prepare accordingly.


Don’t go AI Crazy (bring some sanity to the insanity) – Make sure you find the right balance between automation and human touch. An overreliance on AI tools can cause frustration when human interaction is necessary. While AI can automate several aspects of customer service, maintaining a human element is crucial, especially for complex and sensitive customer interactions.


Strategies for Leveraging AI 

Enhance Customer Service with Chatbots – Chatbots can improve response times and free up human reps to work on more complex customer issues. AI systems are increasingly able to detect and respond to human emotions, making interactions more empathetic and effective.


Optimize Your Sales Process – Use AI for sales forecasting, lead scoring, pipeline analysis, manual data entry, and scheduling – all of this frees up time for your sales reps to SELL!


Bolster Your Cybersecurity – AI can detect emerging threats and anomalies that can help to safeguard your digital assets and customer data.


Incorporate AI in Human Resources – AI can screen resumes, write job posts, review contracts, analyze employee engagement, use it to create more efficient HR workflows and improve onboarding and employee experience.


Create Content like Crazy – Use AI to improve written content, create visual materials, turn text into speech, and analyze performance.


Get an AI Personal Assistant – Personal AI assistants are becoming more sophisticated, capable of handling complex tasks and providing more personalized services. Shhh, don’t tell my assistant Dawn this (only joking, she could never be replaced!).


By strategically incorporating AI, businesses can meet and exceed customer expectations, enhance efficiency, and drive growth. However, this journey requires a careful balance of technology and human elements, ethical considerations, and a keen eye on emerging trends.

We all must find the right mix of AI and human interaction. Remember, sales is a profession, and AI is now going to be a part of this profession.


Have questions? Want to learn more? Ready to build your training plan? Our team is here to help!

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