For anyone in sales, time is money— literally. Sales teams that spend most of their time engaging in prospects and moving them through the sales funnel close more deals and drive greater revenue. Yet, despite understanding this simple fact, many salespeople can still not dedicate themselves fully to selling.
The culprit? Administrative tasks. Just reflect on this:: how much time are you putting into nurturing and engaging your leads, and how many hours are you wasting on note-taking, following up, scheduling, searching for information, and attending unnecessary meetings? You shouldn’t need to let meeting-related admin work hold you back from selling.
AI meeting apps help you reclaim your productivity by freeing up time and allowing you to focus on nurturing more leads attentively. The result? More deals are closed at the end of each month, and fewer admin headaches for everyone.
AI meeting software can transcribe meetings, capture key points, and integrate with the rest of your go-to sales software. Let’s take a closer look at how AI meeting assistants work, how they benefit sales teams, how to implement them into your current workflow, and how to measure their ROI.
How do AI meeting assistants work?
AI meeting assistants use speech recognition and natural language processing to transcribe conversations and generate meeting summaries. This means two things: you can forget about manual note-taking and be certain that no verbal information will ever be lost again. But that’s not all. Many of the AI meeting assistants available on the market can integrate with CRM systems. This integration means that decisions, details, and action items are automatically updated in your CRM. As someone in sales, you can rest assured that no leads or follow-ups are overlooked.
Benefits for sales teams
Let’s now break down every way implementing an AI meeting assistant can benefit sales teams:
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Time savings: Automating note-taking during meetings allows salespeople to reduce the hours spent on admin tasks.
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Improved follow-ups: AI meeting apps can recognize action items, which ensures that follow-ups are always timely and on-point.
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Effective collaboration: All meeting data is stored in a central location so team members can quickly access and review it.
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Better accuracy: AI transcripts and summaries eliminate the risk of human error. When every detail of your meeting is recorded and transcribed, the odds of missing an important detail are slim to none.
How to implement AI meeting apps in your workflow
The most critical aspect of implementing an AI meeting assistant into your workflow is choosing the right one. As with any AI tool, the number of options available for those looking for an AI meeting assistant is vast. You may think they’re all the same. But they are not. Here are the key aspects to consider when picking an AI meeting app:
Bot or no bot
Most AI meeting assistants rely on virtual bots to join the meetings scheduled on your Google or Outlook Calendars and then record your conversations. The main benefit of this feature is that you can skip meetings when needed and still not miss what was said. However, virtual bots tend to make human meeting attendees uncomfortable and disrupt the natural flow of discussion. AI note-takers are still available for those concerned with this issue, which do not rely on bots but run in the background.
Privacy first
Privacy is paramount when it comes to meetings of any kind. It may be easy to disregard this aspect because privacy policies are typically long, complex, and unclear. Nevertheless, it’s extremely important to check the company offering your chosen tool is GDPR, HIPAA, PCI DSS, or CCPA compliant. Your meeting data should be processed following these regulations. Before committing to an AI meeting assistant, ensure that that’s the case.
Detail and accuracy
There are dozens of AI meeting assistants out there. But despite being seemingly identical, not all AI meeting apps can capture conversations with the same degree of detail and accuracy. The only way to tell which tool is better is to test it yourself. Most offer free trials, so it’s easy to check how accurate they are.
Once you’ve chosen your AI meeting app, you’ll need to integrate it with your go-to sales software. Most of these tools offer integrations with CRMs, email clients, and calendar apps. And in nearly all cases, all video conferencing platforms are supported. After properly integrating your new tool with all your other software, brief your team on how to use it. Encourage your team to implement the AI meeting app to maximize its impact on everyone’s productivity.
Measuring the impact on productivity
To track the effectiveness of AI meeting apps, you can measure these key performance indicators (KPIs):
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Sales conversion rates: Track the rate of deals closed before and after implementing the new app. If you see an increase, it’s likely because the app is helping your sales team follow up more effectively and close more deals.
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Time spent on admin work: If you’re using employee tracking apps, note any differences in hours spent doing administrative tasks before and after implementing the AI meeting assistant. A considerable reduction is a clear indicator of improved productivity.
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Amount of meetings held: Monitor the total number of meetings held by your team and compare it against the number of meetings that did lead to follow-ups or sales. The more of the latter, the more you can conclude the new tool is helping to streamline your team’s meeting management.
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Team feedback: Review your sales team experience with the new AI meeting app. If the overall feedback is positive, that’s a great indicator of the tool’s value.
Final words
AI tools often come with high expectations. AI meeting apps are among these valuable tools, capable of transforming how sales teams operate by allowing them to focus on selling.
But don’t take my word for it. To find out if a tool like this can help your team, you must try it out yourself. Choose an AI meeting app that fits your needs, integrate it with your current tools, and ensure your team is trained in its use. Keep track of the impact of the new tool using KPIs, and keep noticing the positive effects of AI meeting apps on your sales in no time.
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