Top 4 AI Use Case for B2B Sales

by Ren Saguil

Use Cases Overview

1

Prospecting & Research
Leverage generative AI to uncover insights and personalise your outreach to potential customers.

2

Sales Strategy & Execution
Leverage cutting-edge AI tools to craft laser-focused sales strategies and gain a competitive advantage.

3

Sales Meetings & Presentations
Elevate your sales presentations with AI-generated content, scripts, and visuals.

4

Lead Generation
Use AI-powered tools to automate your lead generation while developing targeted strategies. Leverage AI capabilities to streamline your prospecting and research processes, enabling you to identify high-quality leads more efficiently
Use Case 1: Prospecting & Research
Finding Your Ideal Client Profile
Identify the key characteristics and attributes of your target customers. This will help you focus your prospecting efforts and personalise your outreach.
Prompt:
Reference this URL: [paste in URL]. Conduct research and determine who the ideal target audience is for our services. Format each audience in a table by their interests and preferences.
Tool:
Perplexity.io
Building a Customer Database
Leverage tools like Perplexity.io, LinkedIn, and Sales Navigator to research and compile a robust customer database. Use this data to make informed business decisions.
Use Boolean Key Words on LinkedIn, Sales Navigator, Google or other search platforms:
  • Quotation marks ("xxx"): Search for exact phrases, and Google will ONLY find DIRECT matches (e.g., “healthcare cybersecurity New Zealand”)
  • “AND”: Put AND between any phrases, and Google will return all searches with both terms together.
  • Minus sign (-): Exclude terms (e.g., cybersecurity -insurance)
Use Case 2: Sales Strategy &Execution
Writing Sales Proposals
Leverage generative AI to craft compelling sales proposals that showcase your unique value proposition and win over prospective clients.
Prompts: Creating Sales Scripts
Create effective sales scripts that are personalized and persuasive. It identifies your target audience, highlights your product benefits, and handles common objections. Save time and effort, while also gaining insights into the language and tone that resonates with your customers.
AI Writing Tools
Tools like Perplexity.Io, Gemini, and ChatGPT can help you generate customized sales content with speed and consistency.
Prompts:Creating Sales Scripts

1

Unique Selling Points
I am trying to [PURPOSE OF SALES SCRIPT] for [PRODUCT/SERVICE]. Can you help me create a sales script that will [ACHIEVE SPECIFIC GOAL] by [HIGHLIGHTING SPECIFIC BENEFITS/UNIQUE SELLING POINTS] for [TARGET AUDIENCE]?

2

Targeting Your Industry
I need to tailor my sales pitch for a specific [INDUSTRY/NICHE]. Can you help me understand the [SPECIFIC LANGUAGE/TERMINOLOGY] that resonates with [TARGET AUDIENCE] and suggest some [SPECIFIC EXAMPLES] that will highlight the [e.g., UNIQUE SELLING POINTS/BENEFITS] of our [PRODUCT/SERVICE] for this [INDUSTRY/NICHE]?

3

Addressing Common Objections
I need a sales script that speaks directly to [INSERT TARGET AUDIENCE], using [INSERT TONE] language and emphasizing the [INSERT TOP 3 PRODUCT/SERVICE FEATURES]. The script should address common objections such as [INSERT COMMON OBJECTION 1], [INSERT COMMON OBJECTION 2], and [INSERT COMMON OBJECTION 3].

4

Creating Urgency
I want to create a sense of [ADJECTIVE] urgency and scarcity in my sales pitch. Can you help me come up with some language that will encourage [TARGET AUDIENCE] to [SPECIFIC ACTION] and not miss out on [PRODUCT/SERVICE]? What [SPECIFIC INCENTIVE] can I offer to make this happen?
Use Case 3: Sales Meetings & Presentations

1

Preparing for a Meeting or Presentation
Leverage AI tools to generate sample prompts, outlines, and talking points to help you prepare and deliver impactful sales meetings and presentations.

2

AI-Powered Tools
Explore AI assistants like Perplexity.Io, Gamma.app, Gemini, Spinach.io, and Fireflies.ai to streamline your meeting and presentation prep.

3

Enhancing Delivery
Use AI-generated insights to add relevant data, statistics, and visual aids that captivate your audience and support your key messages.
Use Case 4: Lead Generation
Launch Highly Targeted Lead Generation Campaigns
Perfect for webinars or trade events, you can send pre and post emails to your clients and send them highly targeted emails based on their profile, role and company by scraping their company website and incorporating in your emails.
Automate data collection and integrate into AI workflows
Imagine you have just attended a successful trade show. You have a list of potential clients you need to reconnect with, send emails based on your meetings and agreed next steps. With Zapier Central, you will be able to scrape their website data and send highly targeted and customised email based on your meeting notes, their role, company and offer the next steps in a workflow. It's like you have your own sales assistant!
Tool
Zapier has just launched Zapier Central. It's a AI workspace where you can create your own AI bot and teach them to work across 7000 apps. It's an AI chat, automation, and data analysis—all in one place.
Watch here on how to build the web scraping and workflow with Zapier full demo.
Other AI Apps:
  • https://www.folderr.com/ - Create AI for any task, from a helpful chat assistant trained on data you upload to a powerful workflow automation for your business - we got you covered.
  • https://app.guidde.com/ - Create documentation in seconds for training, onboarding or teach your team remotely .Guidde records your task, then automatically generates a high-quality training video complete with instructions, captions, and brand logos.
  • https://outlit.ai/ - Shorten sales cycles and reduce legal expenses with AI agents built for your sales contracts.
  • https://yoodli.ai - Improve your communication skills with private, real-time, and judgment-free coaching — powered by AI. Like Grammarly, but for speech!
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