The Situation:
A sales rep for an enterprise data science platform, catering to complex AI and machine learning projects, needed a way to execute highly relevant cold calling to C-level and senior decision-makers in large enterprises. Traditionally, they spent over 2 hours researching each account to understand key initiatives and challenges before reaching out. They needed a faster, more efficient way to gain actionable insights for cold calls.
How They Used PG:AI:
Step 1: They used the Pre-set Custom Insights page to quickly access tailored insights about the Chief Data Officer’s priorities and challenges at each target company. This gave them instant, relevant information to use in their cold call outreach.
Step 2: Using the AI Assistant, they took a specific challenge identified in the insights and asked the assistant to craft a personalized cold call angle, focused on AI, tailored to the prospect’s current situation.
The Outcome:
The rep was able to reduce their research time from 2 hours to just 15 minutes. When the Chief Data Officer answered the call, they led with a highly relevant observation based on their research, which led to a meeting being booked and trust built quickly. In addition, this efficiency allowed them to spend more time on pipeline generation and executing additional calls.