WxAI: AI x Sales Roundtable - Driving Revenue in the Age of AI

In this episode we discuss the transformative impact of AI on sales processes and customer interactions. Special Guests: 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 Summer Poletti – Fractional CRO, Founder of Rise of Us, and Host of the Revenue Remix podcast 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) Cursor – AI coding assistant with ChatGPT-5 integration 📚 Newsletters, Podcasts, & Learning Resources 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 Lenny’s Newsletter – Product and growth strategy insights Journal.io – App that turns AI research papers into audio summaries 🌟 Non-AI Recommendations ⁠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