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From SDR to AE: 5 Ways I Leverage AI with Conversica’s Revenue Digital Assistants™

Taj Mellor

Account Executive, Mid-Market & Enterprise

5 ways I use RDAs as an account executive
5 ways I use RDAs as an account executive
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Best PracticesConverting Opportunities
Published 09/19/23
2 minutes read

I learned a lot in my first quarter as an Account Executive. There’s a lot more to it than the shift in my daily routine. With the added focus on building relationships and being a strategic partner to prospects and customers, I’ve gained a new appreciation for the benefits of leveraging artificial intelligence (AI) to transform the way we approach Sales and customer engagement.

Today I’m sharing a deep dive into how Conversica’s AI-powered Revenue Digital Assistants™ (RDAs) have empowered me and the team to achieve great results, foster stronger relationships with customers and drive revenue growth.

1. Humanizing Sales with AI

Conversica leverages advanced natural language processing that enables us to engage in personalized and authentic conversations with prospects, responding to their inquiries promptly and professionally. Contrary to popular belief, AI is not here to replace SDRs or AEs; instead, it complements and collaborates with our efforts. The RDA handles routine tasks, allowing us to focus on building meaningful relationships, offering personalized solutions and strategizing for long-term success.

2. Elevating Lead Qualification

A significant challenge faced by Account Executives and SDR teams alike is the time-consuming task of lead qualification. With Conversica’s AI assistant, this process has been streamlined, allowing us to prioritize leads who are genuinely interested in our product or service. The AI assistant nurtures and qualifies leads through intelligent interactions, providing valuable insights and freeing up time to focus on high-value activities.

3. Maximizing Sales Efficiency

Efficiency is the cornerstone of successful Sales operations. The AI-powered assistant tirelessly follows up on leads, schedules meetings (even uses my calendar link) and initiates upsell opportunities with existing customers. This automation has improved response time, ensuring that no lead is left unattended, and also helps with follow-up after the meeting to ensure nothing was missed, maximizing our conversion rates.

4. Seamless Integration with CRM

The platform integrates with our CRM, ensuring that all interactions with prospects/customers are captured and documented accurately. This streamlined integration has helped us maintain a centralized and organized database for better collaboration across teams.

5. Driving Customer Retention

Conversica’s value goes beyond Marketing and Sales efforts. Our RDAs also play a pivotal role in nurturing existing customer relationships. The AI assistant conducts periodic check-ins, gathers feedback and addresses any concerns. By consistently engaging with our customers, we have witnessed enhanced customer satisfaction and improved customer retention rates.

We all know that the hot topic in revenue is AI, GPT and what’s next. AI powered RDAs have revolutionized the way we approach Sales. Our RDAs have become an indispensable part of our revenue teams, enabling us to enhance lead qualification, drive customer retention and maximize overall Sales efficiency.

Embrace AI technology and be empowered to thrive in the ever-evolving landscape of Sales.

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