In William's sharing from the perspective of sales, he provided a very practical introduction on how to use AI in sales. This article will summarize in detail how NovaTech views and utilizes AI from the perspective of sales.
Before reading the article, let's start with a question: What kind of perspective or mindset do you have when looking at AI?
"To Use AI Well, a Change in Mindset Is Essential"
No.1
Change the Tool Mindset and Treat AI as a "Person"
Before using AI, it is crucial to understand what AI is good at and what it is not good at. For example, if you ask someone who doesn't know IT to write code, the result will inevitably be a mess.
So, we summarize that AI is currently good at answering humanities-related questions but not at technical ones. AI's thinking is divergent, so it is good at creating content. AI has a vast "brain capacity" and is very "smart," but it also lacks industry knowledge. AI can currently optimize and assist business processes but cannot replace an entire job position.
No.2
View AI from a Managerial Perspective
From now on, we should no longer regard AI as a simple tool but as a subordinate, a resource to help us achieve our goals. Therefore, we need to provide clear directions in terms of work objectives and methods. We must also be good at "picking flaws" and "selecting" the results provided by AI to ensure we get the desired outcomes. Understanding what AI is good at and what it is not good at, and assigning it tasks it excels in, is key.
No.3
The Value of AI Depends on How You View It
When we change our mindset, we will see that AI is not just a simple tool; it can be a person or even a team.
Everyone knows that in sales, from the first contact with a client to winning the deal, theoretically, multiple departments within a company need to assist, such as sales assistants, translators, industry analysts, technical consultants, legal advisors, etc. With AI, in the future, one person could potentially have the capabilities of an elite team, and the value of AI will be multiplied.
"To Use AI Well, There Must Be a Method"
No.1
Method One: Prompt
At this stage, AI cannot understand what we are thinking. Therefore, when we interact with AI, we need to tell it the goal, background, task, and limitations, just as we would in a conversation with a person. You can even assign it an identity and ask it to respond as an industry expert. The more accurate and detailed information you provide to AI, the more precise its answers will be.
No.2
Method Two: Task Decomposition + AI
If you want AI to solve a vague or broad problem, asking it directly will yield results that are equally vague and unusable. Only by breaking down our goals or tasks into specific, actionable items can AI better understand them.
Just like when we set OKRs, the Objective (O) is often vague and hard to grasp. Only by breaking the Objective into Key Results (KR) can we understand what needs to be done.
Finally, combining our prompts will enable AI to produce better results.
Finally, let's see how the sales team uses AI to empower their work based on our methodology.
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Preparing the introduction email for the first contact with a client
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Preparing for online meeting communications, including understanding professional knowledge and preparing communication questions
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Preparing for client visits, including understanding the client's core business, listing potential challenges, and how to address them
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Assisting in the preparation of proposals
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Negotiating prices, persuading the other party to accept our quotes with solid reasons
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Contract translation
The above is a summary of this sharing session. We hope it will be helpful and inspiring to everyone.
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If you are not yet familiar with what NovaTech can do,
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