How to Unlock CRM Data Using AI

Want a real case study on how Ramp hit $100M ARR in 24 months leveraging AI? Had to share this amazing review from 👨🍳 Elric Legloire here: https://lnkd.in/gpQvsBWy of one of the latest Revenue Leadership Podcasts hosted by Kyle Norton, CRO of Owner.com and his guest Nathan Follen Leads Biz Ops system at Ramp. Scaled sales from 130 to 400+ reps in 2.5 years. They are the fastest-growing SaaS out there. Their secret sauce? AI-powered go-to-market strategies. They shared how Ramp uses AI to scale their go-to-market efforts. They use a few AI tools such as Rox and Actively AI, but really dug into how Momentum.io helps, such as: 1. AI-Driven Deal Risk Alerts: Saving Deals Before They’re Lost Sales leaders always want to catch at-risk deals before they slip away. However, manually tracking buyer engagement signals across calls, emails, and meetings in a fast-paced environment isn’t scalable. Ramp solved this problem with Momentum’s AI-powered risk alerts. “We really want to catch those deals before we lose them. So now, if a buyer is disengaged—camera off, vague objections, noncommittal language—Momentum automatically pings the manager in Slack to step in before it’s too late.” 2. AI-Powered CRM Auto-Fill: Eliminating Repetitive Data Entry Manually updating CRM records is one of the biggest drains on sales productivity. Ramp wanted a way to automate this grunt work without sacrificing data quality. Enter Momentum’s AI-driven auto-fill. “We got a larger volume of high-quality data by letting AI fill in the fields by default. Instead of asking reps to manually accept every update, we let AI handle it. Reps can edit if needed, but the default is filled.” 3. AI-Generated Sales Handoff Summaries: Seamless Transitions from Sales to CS Once a deal closes, the handoff to Customer Success is critical. But vital deal context is often lost in translation between sales and post-sales teams. Ramp uses Momentum’s AI-generated sales handoff summaries to ensure no detail is missed. “CSMs get an instant summary of champions, deal history, objections, and product commitments. No need to chase down the AE for context—it’s all there in Slack and Salesforce.” 4. Slack Deal Rooms: Real-Time Collaboration on High-Value Deals Keeping sales, RevOps, and leadership aligned on key deals can be a logistical nightmare. Email chains, spreadsheets, and fragmented updates slow everything down. To solve this, Ramp uses Momentum’s Slack deal rooms. “Instead of endless back-and-forth emails, Momentum creates a Slack channel for every major deal. AEs, SDRs, CSMs, and managers all have instant access to the same information.” I put the Podcast and blog l*nk in the comments if you wanna deep dive more, REALLY good listen and worth the time!

Manual sales follow-ups are officially dead. AI eats admin work. Reps should sell - not write notes. Grant Hushek shows you how to automate it all: 1. Capture calls with Fathom Automatically record and transcribe every call. Nothing slips through the cracks. 2. Trigger Zapier with “New Transcript” Launch the workflow the moment the call ends. 3. Analyze tone using OpenAI Run a sentiment check with ChatGPT. Positive? Negative? Neutral? Logged. 4. Extract insights via Claude Use AI to pull: – Action Items – Objections – Questions – Goals – Dates 5. Format it for HubSpot Claude replies in rich text. Bolded. Bullet-pointed. CRM-ready. 6. Auto-update HubSpot Find the contact by email. Create one if it doesn’t exist. 7. Save everything in Google Drive Transcript goes in a shared folder. Google Doc includes summary + links. 8. Notify the team in Slack Slack pings with the full debrief. CRM link. Summary. Transcript. Done. AI handles the busywork. Reps stay focused on closing. Follow-ups go from messy to automatic. P.S. Want to learn more about AI? 1. Scroll to the top 2. Click “View my newsletter” 3. Sign-up for our free newsletter.

Revolutionizing Sales & Partnerships with AI: Introducing the AI Sales and Partnership Leadership Series I'm incredibly excited about the potential of AI, particularly tools like Google's NotebookLM, to transform how we approach sales and partnerships. Imagine instantly summarizing key insights from client calls, proposals, and market research, empowering our teams to focus on what truly matters: building strategic relationships and closing deals. This isn't just about streamlining workflows; it's about uncovering hidden opportunities and driving significant customer success and revenue growth. To explore this potential, I'm launching the AI Sales and Partnerships Leadership Series, a platform for sharing and learning best practices from our community. Let's dive into a powerful use case: Use Case 1: Unlocking Strategic Client Insights with AI-Powered SWOT Analysis Imagine having a comprehensive understanding of your client's business, including their competitive landscape, strategic opportunities, and potential gaps. And imagine also being able to get the insights you need to assess your team's ability objectively and coach them to drive strategic partnership impact over time. With NotebookLM, this is now achievable. Here's how: 1) Client-Centric Notebooks: Create a dedicated NotebookLM page for each key client in your portfolio. 2) Capture Every Interaction: Ensure all client conversations are transcribed (consider using Gemini for this!). 3) Centralize Key Documents: Upload all relevant source materials: meeting transcripts, joint business plans, external publications, market reports—everything that paints a complete picture of the client's business. 4) Time-Stamped Insights: Crucially, ensure all documents are date-stamped to track relationship evolution and emerging trends over time. 5) Strategic Prompt Engineering: Experiment with targeted prompts to extract valuable insights. Here are some examples: "Provide a SWOT analysis for this customer/partner." "How are they competitively positioned in their industry?" "Evaluate our team's ability to consultatively sell growth opportunities for this client. What coaching opportunities exist for our managers?" "Where can the Google team double down on what's working with this client?" "What are the client's key pain points that we haven't addressed yet?" "Evaluate our relationship quality with this client (1-10 scale). If less than 10, what steps can we take to improve it?" "How does our team stack up against the competition? What are our strengths and weaknesses?" 6) Maintain and Iterate: Keep your NotebookLM pages updated. The more you use them to uncover insights, the more valuable they become. Share your learnings too; Let's unlock the future of sales together! #AISalesLeadership #SalesEffectiveness #SalesLeadership #AI #SalesTools #Partnerships #NotebookLM #GoogleAI #Innovation