In this episode we discuss the transformative impact of AI on sales processes and customer interactions.

Special Guests:

1. Saumya Bhatnagar – CPO & Co-Founder of Involve.ai, building Jeeva, an agentic sales automation platform; recognized as one of the Top 100 Women in AI
2. Summer Poletti – Fractional CRO, Founder of Rise of Us, and Host of the Revenue Remix podcast
3. Amirah Raveneau-Bey – Founder of Grow, Scale, Develop; Fractional Advisor, Executive Coach, and Speaker with 25+ years in FinTech, real estate, and startups

Host: Jenny Kay Pollock Cofounder & Co-CEO WxAI

We explore how AI is reshaping the sales landscape, enhancing human connections, and automating time-consuming tasks. The conversation highlights the importance of integrating AI tools into sales strategies while maintaining a human touch and understanding customer journeys.

The guests share insights on the future of sales, the role of automation, and the necessary guardrails for using AI responsibly

Takeaways

• AI is a competitive necessity in sales.
• Human relationships remain fundamental in sales, even with AI.
• AI helps sales reps prepare better for meetings.
• Automation allows sales reps to focus on building connections.
• AI can enhance the customer journey by providing insights.
• Sales reps can leverage AI to ask better questions.
• AI tools can help shorten the sales cycle.
• Recording calls can provide valuable insights for sales reps.
• AI should be used with caution due to potential inaccuracies.
• Understanding customer journeys is crucial for effective sales.

Resources & Mentions

🤖 AI Tools & Platforms

• Fathom – AI-powered meeting notes and call summaries

• Otter – Transcription and AI notetaking for calls and meetings

• Granola – AI meeting assistant Jenny used during the recording

• Riverside – Podcast recording platform with AI-generated show notes

• Jeeva.ai – Agentic sales automation platform co-founded by Saumya

• Cast Magic – AI tool for turning call recordings into notes, emails, and follow-ups

• Cloud Desktops MCP – Secure desktop solution for hosting custom GPTs (mentioned by Summer)

• Andi – AI-powered search and workflows (Amirah referenced for sales templates)

• WOMEN x AI (WxAI) Social Saturday – Weekly conversations and learning with the WxAI community

• AI Daily Brief – Short daily podcast with the latest in AI

• Superhuman Newsletter – AI and productivity insights

• Women in AI LinkedIn – Updates and thought leadership from the global community

• TLDR Newsletter – Daily tech and AI digest

• ⁠Summer Poletti's White Chili ⁠ – sSeasonal favorite (vegetarian, vegan, or with meat) (link TBD)

• Libby App – Free audiobook app from your local library

• Love is Blind (Netflix) – Reality TV show

Chapters

00:00 Introduction to AI and Sales

04:03 The Importance of AI in Sales

09:47 AI's Impact on Sales Processes

16:33 Automation in Sales

23:16 Guardrails and Limitations of AI

29:56 Customer Journey and AI

34:28 Lightning Round and Community Engagement