How to Use Perplexity for Sales: A Prospect Research Guide
Most reps spend their pre-call prep the same way. Ten tabs, a LinkedIn profile, the company’s About page and a news search that turns up a press release from 2023….
AI Outbound Calling Requirements: The KYC Checklist Before Your First Call
AI outbound calling requirements start before your first dial. Your carrier has to know who you are. That step is called KYC, short for know your customer. Skip it, or…
How to Use Grok to Keep Tabs on Your Competitors
Grok is the AI assistant from SpaceXSI, also known as xAI, and it can search X and the web live while it answers. For a sales team, that one feature…
How an AI Appointment Setter Books, Confirms and Rebooks Your Leads
An AI appointment setter is a voice agent that calls your leads, qualifies them and books the meeting on your calendar without a person dialing. It also does the dull…
How to Use Copilot for Sales: A Microsoft 365 Guide
Microsoft Copilot is Microsoft’s AI assistant, and for a sales team it lives inside Outlook, Teams, Excel, Word and PowerPoint. If your reps already spend the day in Microsoft 365,…
How to Use Gemini for Sales in Gmail, Docs and Meet
Gemini is Google’s AI assistant. For a sales team, it sits inside the tools you already open every morning, including Gmail, Calendar, Docs, Sheets and Meet. Most reps already have…
How to Test an AI Voice Agent Before Rollout: A 12-Test Checklist
To test an AI voice agent, you call it on purpose, the way real people will, before it calls anyone on your list. A good test finds the script that…
ChatGPT for Sales Teams: A Practical Guide
Most sales teams already have someone using ChatGPT on their own. Getting real value from ChatGPT for sales teams is harder. It means using it as a team, with shared…
