Sales: 7 repetitive tasks that can be done with AI

Before you panic and close this tab to update your resume, here are some tasks that can be automated: writing cold emails, entering call notes into your CRM, and scheduling calls.

Sales professionals spend hours a day on manual and administrative tasks. These functions are important to running a business, but they are not the most important or enjoyable part of their job.

Fortunately, AI is paving the way to reducing or repetitive task even eliminating the time spent on routine sales-related tasks.

 AI in Sales Today 

According toHubSpot’s State of AI Report, 95% of business professionals say this technology helps them spend less time on manual tasks. How much time? Sales reps who use it say they save more than two hours a day.

That doesn’t mean they leave the office early – most reinvest that time into sales so they can meet or exceed their targets. Of business professionals, 88% say it helps them spend more time on the more important parts of their role, like selling and building rapport with customers.

Beyond individual productivity, AI is changing sales operations and strategy overall. 60% of sales professionals say AI tools are important to their overall sales strategy, while 71% say AI has impacted how they plan to sell in the future.

Tasks You Can Skip Thanks to AIThat said, let’s take a look at how this new world of automation can transform your daily to-do list as a sales professional.

Below, we’ll tell you which 7 sales tasks you can repetitive tasks solve with AI, how each one works, and how to start using this technology.

Mining through LinkedIn or industry databases looking for companies or contacts to pitch can be a huge black hole for your time. AI can speed up your research by

1) find companies that fit your target audience and

2) Uncover data points about a company or contact that will make your cold email or sales call more successful.

For example, you can ask HubSpot’s ChatSpot to discover companies in specific industries

and instantly get locations, competitors, technology used, funding rounds, employee count, and other important information.

How it works : AI tools rely on public information like social media accounts,

databases like Crunchbase, and search engines. Simply enter job function or professional person and industry email list targeted messages, a specific contact, or a company URL to get insights.

Tips for getting started : Try free tools like ChatGPT or ChatSpot or sales prospecting software demos. ChatSpot can perform company research that you can add directly to your HubSpot CRM, and tools like Regie.ai can analyze any email address or LinkedIn profile to give you general information about that contact.

Write prospecting emails

Writing a prospecting email for cold outreach takes time and skill. First, you need to personalize it with the prospect’s name and company. Then, you have to smarketing kpis: how to measure the success of marketing and sales alignment address their pain points and establish rapport, all in a few short lines.

Content creation is the most popular use case for

AI in sales in 2023, used by 18% of professionals, followed by outreach to potential clients at 16%.

How it works: AI tools use machine learning to figure out the optimal length,

tone, and structure that makes for an effective sales email. You can enter mobile number list mutual interests, company information, or product differentiators to personalize it.

Tips for getting started: Try a generative AI platform like HubSpot’s AI Content. Assistant , Copy.ai , or Lavender.ai to help you write emails. Give it prompts for leads in your pipeline, adjust prompts if necessary, and test. Compare your AI response rate to your handwritten response rate and see the difference.