AI assistants to automate sales followup

Introduction

In today's competitive environment, enabling your sales team with efficient tools is crucial for success. At Local, we provide a platform that empowers your sales team with AI assistance, helping to streamline follow-up processes and manage relationships more effectively.

How It Works

Using our intuitive drag-and-drop interface, setting up an AI agent to handle a series of complex tasks has never been easier. Here's a breakdown of how our platform functions:

Triggering Actions

Each AI agent begins with a specific trigger. For instance, after a first meeting with a prospect, you may need to carry out a series of tasks, particularly if the meeting is classified as qualified. Our platform automates these tasks, ensuring nothing falls through the cracks.

Follow-Up Emails

One of the critical tasks after a meeting is sending a follow-up email. With Local, you can easily draft this email, which includes tailored use cases relevant to the prospect. This email is alerted to you via Slack, allowing you to review and approve it before it is sent directly to the prospect.

CRM Updates

Following the meeting, creating a deal in your CRM is essential. Our AI assistant will suggest critical properties that need updating based on the discussion during the meeting. These suggestions are sent to you via Slack for you to customize or approve, ensuring that your CRM maintains up-to-date information about your prospects.

Scheduling Next Steps

In addition to emails and CRM updates, the AI agent can be set to send a calendar invite for the next meeting and create a follow-up task within your CRM. By configuring these steps in a streamlined workflow, your sales team can focus on what they do best: selling.

Personalization

Local is designed to adapt to your team’s style of working. With a range of customizable features, our platform can cater to your specific needs, ensuring a personalized experience that enhances productivity.

Get started today by clicking the link below, and transform your sales follow-up processes with the power of AI.

Keywords

• AI assistants
• Sales automation
• CRM updates
• Follow-up emails
• Drag-and-drop interface
• Sales team efficiency
• Task management
• Meeting scheduling

FAQ

Q: What tasks can AI assistants handle?
A: AI assistants can manage tasks like sending follow-up emails, updating your CRM, scheduling meetings, and creating custom presentations or documents.

Q: How does the drag-and-drop interface work?
A: The drag-and-drop interface allows users to easily configure workflows by selecting triggers and actions without requiring any coding skills.

Q: Can I customize the AI assistant’s responses?
A: Yes, you can customize the AI assistant’s actions and suggestions to align with your team's specific style of working.

Q: How does Local integrate with my existing CRM?
A: Local can seamlessly integrate with your existing CRM, allowing for real-time updates and task management based on your sales activities.

Q: How do I get started with Local?
A: You can begin your journey with Local by clicking on the provided link and setting up your account to leverage AI assistance in your sales processes.