WxAI: AI x Sales Roundtable - Driving Revenue in the Age of AI
SEP 1, 202541 MIN
WxAI: AI x Sales Roundtable - Driving Revenue in the Age of AI
SEP 1, 202541 MIN
Description
<p>In this episode we discuss the transformative impact of AI on sales processes and customer interactions. </p><p><strong>Special Guests:</strong></p><ol><li>Saumya Bhatnagar – CPO & Co-Founder of Involve.ai, building Jeeva, an agentic sales automation platform; recognized as one of the <a href="https://www.100womeninai.com/" target="_blank" rel="noopener noreferer">Top 100 Women in AI</a></li><li>Summer Poletti – Fractional CRO, Founder of <a href="https://www.theriseofus.com/" target="_blank" rel="noopener noreferer">Rise of Us</a>, and Host of the <a href="https://open.spotify.com/show/05feU2u6fo844O3HUrylLz?si=fd1ad956da204ee7" target="_blank" rel="noopener noreferer">Revenue Remix podcast</a></li><li>Amirah Raveneau-Bey – Founder of <a href="https://www.growscaledevelop.com/" target="_blank" rel="noopener noreferer">Grow, Scale, Develop</a>; Fractional Advisor, Executive Coach, and Speaker with 25+ years in FinTech, real estate, and startups</li></ol><p><br></p><p><strong>Host</strong>: Jenny Kay Pollock Cofounder & Co-CEO WxAI</p><p><br></p><p>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. </p><p>The guests share insights on the future of sales, the role of automation, and the necessary guardrails for using AI responsibly</p><p><br></p><p><strong>Takeaways</strong></p><ul><li>AI is a competitive necessity in sales.</li><li>Human relationships remain fundamental in sales, even with AI.</li><li>AI helps sales reps prepare better for meetings.</li><li>Automation allows sales reps to focus on building connections.</li><li>AI can enhance the customer journey by providing insights.</li><li>Sales reps can leverage AI to ask better questions.</li><li>AI tools can help shorten the sales cycle.</li><li>Recording calls can provide valuable insights for sales reps.</li><li>AI should be used with caution due to potential inaccuracies.</li><li>Understanding customer journeys is crucial for effective sales.</li></ul><p><br></p><p><strong>Resources & Mentions</strong></p><p>🤖 AI Tools & Platforms</p><ul><li><p><a href="" target="_new" rel="noopener">Fathom</a> – AI-powered meeting notes and call summaries</p></li><li><p><a href="" target="_new" rel="noopener">Otter</a> – Transcription and AI notetaking for calls and meetings</p></li><li><p><a href="" target="_new" rel="noopener">Granola</a> – AI meeting assistant Jenny used during the recording</p></li><li><p><a href="" target="_new" rel="noopener">Riverside</a> – Podcast recording platform with AI-generated show notes</p></li><li><p><a href="https://www.jeeva.ai/?utm_source=chatgpt.com" target="_new" rel="noopener">Jeeva.ai</a> – Agentic sales automation platform co-founded by Saumya</p></li><li><p><a href="" target="_new" rel="noopener">Cast Magic</a> – AI tool for turning call recordings into notes, emails, and follow-ups</p></li><li><p><a href="" target="_new" rel="noopener">Cloud Desktops MCP</a> – Secure desktop solution for hosting custom GPTs (mentioned by Summer)</p></li><li><p><a href="" target="_new" rel="noopener">Andi</a> – AI-powered search and workflows (Amirah referenced for sales templates)</p></li></ul><li><ul><li><a href="" target="_new" rel="noopener">Cursor</a> – AI coding assistant with ChatGPT-5 integration</li></ul><p><br></p><p>📚 Newsletters, Podcasts, & Learning Resources</p></li><ul><li><p><a href="" target="_new" rel="noopener">WOMEN x AI (WxAI) Social Saturday</a> – Weekly conversations and learning with the WxAI community</p></li><li><p><a href="" target="_new" rel="noopener">AI Daily Brief</a> – Short daily podcast with the latest in AI</p></li><li><p><a href="" target="_new" rel="noopener">Superhuman Newsletter</a> – AI and productivity insights</p></li><li><p><a href="https://www.linkedin.com/company/women-in-ai?utm_source=chatgpt.com" target="_new" rel="noopener">Women in AI LinkedIn</a> – Updates and thought leadership from the global community</p></li><li><p><a href="" target="_new" rel="noopener">TLDR Newsletter</a> – Daily tech and AI digest</p></li></ul><li><ul><li><a href="" target="_new" rel="noopener">Lenny’s Newsletter</a> – Product and growth strategy insights</li></ul><ul><li><a href="https://www.journal.io?utm_source=chatgpt.com" target="_new" rel="noopener">Journal.io</a> – App that turns AI research papers into audio summaries</li></ul><p><br></p></li><li><p>🌟 Non-AI Recommendations</p></li><ul><li><p><a href="https://docs.google.com/document/d/106xGa4ySoSc6WREOQa4MFb-uQ94VM4qE8cmwvK5IlI8/edit?tab=t.0">Summer Poletti's White Chili </a> – sSeasonal favorite (vegetarian, vegan, or with meat) <em>(link TBD)</em></p></li><li><p><a href="" target="_new" rel="noopener">Libby App</a> – Free audiobook app from your local library</p></li><li><p><a href="" target="_new" rel="noopener">Love is Blind (Netflix)</a> – Reality TV show</p></li></ul><p><br></p><p><strong>Chapters</strong></p><p>00:00 Introduction to AI and Sales</p><p>04:03 The Importance of AI in Sales</p><p>09:47 AI's Impact on Sales Processes</p><p>16:33 Automation in Sales</p><p>23:16 Guardrails and Limitations of AI</p><p>29:56 Customer Journey and AI</p><p>34:28 Lightning Round and Community Engagement</p>
