Sales thrives on human-to-human interaction. You rely on empathy and connection to understand your clients’ needs, desires, motivations, problems, and then pitch a unique solution.
So, where does AI fit in all that?
If you’re reluctant to embrace AI for sales team workflows, we get it. Like most sales teams, you probably have a formula that works, and you’d like to stick to it. But using AI to outsource some tasks and simplify complex information can free up your time and energy to genuinely connect with your customers. In fact, 65% of sales professionals say that AI and automation have made their jobs easier.
At a high level, AI tools can help you in myriad ways, including, but not limited to:
- Automating repetitive tasks
- Optimizing resources
- Summarizing complex information
- Breaking through creative roadblocks
- Giving you a bird’s eye view of complicated flows and systems
- Enhancing collaborations
Mural AI for sales teams can help you lock down better leads, tighten up pitches, align with your team, communicate with clients, and more. The best part? Mural AI features are built right into the native Mural interface you already know and love, so you don’t have to learn external AI tools with clunky interfaces and superfluous features.
The Mural AI features that can help boost your sales workflows are:
- Generate: A feature that enables users to generate ideas, questions, hypotheses, opportunity statements, and more from simple, natural language prompts.
- Build a Mural: A feature that enables users to describe their desired activities, outcomes, and/or parameters to have Mural AI automatically build a mural from the appropriate template.
- Mind maps: A feature that enables users to automatically build out mind maps from a word, phrase, or statement using Mural AI.
- Summarize: A feature that automatically creates concise summaries of text in murals.
- Cluster: A feature that creates groups of sticky notes based on content.
- Classify: A feature that enables users to sort sticky notes as positive, negative, or neutral based on their emotional content.
- AI chat: A chat box where users can interact with Mural AI using natural language prompts.
- AI hub: The centralized hub for accessing Mural’s AI features.
You can learn more about these exciting features here. Now, let’s get into some of the ways Mural AI can help sales teams crush revenue goals and create solid client relationships.
Refine sales pitches and presentations with Generate and Preview
Use case: There’s a lot of pressure to put together the perfect sales pitch. You only have a few seconds to capture your lead’s interest, and you want to make sure your pitch is clear, concise, and contains all the high-level points you want your prospect to hear.
How sales teams can use Mural AI for pitches: When you get stuck on sales pitch development, Mural AI can help keep things moving. The Generate feature can put together a high-level sales pitch from simple prompts. From there, you can use the Preview feature to review and edit AI-generated content so it’s personalized for your client — and more importantly, sounds like you.
Outcome: A pithy and effective sales pitch deck to perk up your leads’ ears.
Create strategic account plans using AI Chat and Classify
Use case: Sales team performance depends on building strong relationships with your customers, but there’s no one-size-fits-all account plan. Once you’ve converted a lead, you want to keep your finger on the pulse of what they need from you and how they’re feeling so you can retain them. We recommend starting from this account map template to really get to know your customer or client.
How Mural AI enhances: There are several ways you can start improving client follow-up with Mural AI. Of course, you want to talk to your clients and get answers about what they need. When that’s not an option, you can use AI chat to ask general questions, run scenarios, learn more about your client’s industry, anticipate their needs, and more with simple natural language prompts.
Additionally, the Classify feature can group customer feedback based on positive, negative, or neutral sentiment, so you can quickly identify areas where your team can improve.
Outcome: Happy, responsive clients and an actionable account plan to strengthen key relationships.
Align messaging across teams with Summarize
Use case: Alignment with marketing and product is crucial to client conversion. Companies with strong sales and marketing alignment achieve a 20% annual growth rate, compared to a 4% decline for companies with poor alignment. You’ll want to make sure your messaging is consistent across marketing and sales channels, and that your product information is thorough and complete.
Let’s take a look at some areas where sales and marketing differ, which may affect product messaging:
{{ai-sales-teams="/utility/styleguide/cms-tables"}}
How Mural AI enhances: Mural AI’s Summarize feature can quickly scan dense, complex information and put together a neat, concise summary, making it easy to “translate” info from teams that speak other languages. In turn, you can succinctly communicate exactly what you need from other teams.
Outcome: Increased cross-functional alignment and visibility among teams — no more overcommunication or miscommunication scrambling your messaging.
Efficiently qualify leads with Cluster and Classify
Use case: Lead generation isn’t a perfect science — some are better than others, and sometimes, a lead just isn’t the right fit for your product. Lead qualification can be a tedious and subjective process when you do it manually.
How Mural AI enhances: Mural AI’s Cluster and Classify both work by grouping notes based on key information. Cluster can collate leads based on lead source, industry, budget, contacts, and more. Classify can group leads based on negative, positive, or neutral sentiment, allowing you to quickly see what your leads’ pain points are and if your product can address them.
Outcome: A map of qualified leads that are more likely to convert, so you know where to spend time and resources.
Gain competitive edge with Generate and Summarize
Use case: Part of putting together a good sales proposal is peeking over the fence to see what your competitors are doing. When you know what’s working for your competitors to convert similar leads, you can use it to promote key info and pull in prospective customers. You can use this competitive analysis template to start assessing your competitors and emulating the things you like.
How Mural AI enhances: You can take key information from your competitors, and with the Generate feature, get ideas for how to enhance your messaging. The Summarize feature can analyze competitive analysis and organize it into neat summaries you can use to give your proposal a competitive edge.
Outcome: A comprehensive, persuasive proposal that’s a cut above the competition.
Build customized demos with Build a Mural
Use case: You’ve piqued your lead’s interest; now it’s time to walk through a demo of your product and make them fall in love. It’s easy to design a compelling, customized demo in Mural — start with this demo template and plug in your product’s features to dazzle your prospects.
How Mural AI enhances: Using Mural AI tools for sales presentations — including demos — can eliminate the grunt work of building them from scratch. Is the Mural Demo not quite what you need to show off your product? Don’t sweat it — with Build A Mural, Mural AI can analyze key info from your mural and auto-populate the best template for you. Just plug and play from there — it’s your show!
Outcome: A gorgeous, easy-to-follow product demo that puts your product’s best features front and center.
Enhance proposal development with Generate
Use case: You probably have a proposal format you know works for you, but a solid sales proposal is tailored for your prospective client. It should outline your client’s unique problems and pain points, how your product solves them, and how your client should implement it. This means you’re always tweaking and improving your proposals.
How Mural AI enhances: The Generate feature can elevate your sales proposal development by helping you write and refine certain parts of your proposal based on your client’s needs and preferences. Generate can craft your executive summary, clarify your problem statements, and even identify solutions based on past data.
Outcome: A thorough and persuasive sales proposal that answers all your client’s problems.
Track deal progress with Summarize and Cluster
Use case: Once your proposal is in the hands of your prospective client or customer, things may progress quickly or they may drag on. You’re probably managing several leads, which makes deal tracking important to stay on top of your prospective client and facilitate open communication.
How Mural AI enhances: The Summarize feature can create a neat summary of who each lead is, their lead source, their industry, how long they’ve been in the pipeline, or any other important information. Cluster can then group them based on content, giving you a high-level view of who you need to follow up with, how close they are to closing, and anything they might still need from you.
Outcome: Consistent, effective communication with leads and a clear pathway to conversion.
Improve client follow-up with AI Chat and Summarize
Use case: It’s important to stay in touch with your client — and say the right thing to land the sale. In fact, 80% of sales require five follow-up calls after the initial meeting. By this point, you probably know your prospect pretty well; personalized, persuasive, concise communication will get their attention and increase the likelihood they’ll follow up with you.
How Mural AI enhances: AI chat allows you to ask questions, check for errors and inconsistencies, and refine any messages that may not land with your client. You can then use Summarize to give your client a succinct but detailed message that they’re more likely to respond to.
Outcome: More follow-ups, less trial-and-error, and improved client communication.
Collaborate with marketing on ABM strategy using Cluster
Use case: We’ve already discussed why it’s important for sales team performance to stay aligned with your marketing team. It’s also important for both teams to be proactive about engaging your audience and promoting your product. A good ABM strategy should take the goals of both teams into consideration — which accounts to target, which to upsell, outreach messaging, and more. This account expansion template can help you and marketing work together to determine which accounts you can target for expansion.
How Mural AI enhances: AI-powered sales collaboration tools can help sales teams and marketing teams align in real time. Have each team jot down their objectives, key metrics, accounts to target, feedback on current strategies, etc. and use the Cluster feature to group notes based on similar content. This will give you a straightforward view of where marketing and sales are aligned and where they diverge.
Outcome: A clear ABM strategy roadmap that addresses both sales and marketing goals and resolves dissonance between teams.
It’s time to optimize your sales workflows with Mural AI. It can lead to better, more efficient outcomes and less resource drain. Embrace the future of work with Mural AI. Let's innovate, optimize, and grow together!
.webp)
