What Are the Best Ways to Use AI in Sales Meetings?

Have you used AI in sales meetings? If not, you may find that using AI during planning and holding meetings can refresh the experience for everyone.

While still relatively new to the industry, the use of AI is growing. 30% of B2B sellers even say that it’s a great tool that is helping them with selling, according to the Voice of the Sales Rep study from SalesFuel. Additionally, 61% say AI has helped improve their efficiency and productivity.

Those who view AI as a helpful tool are most likely to work in small companies (50 or fewer). This is likely due to limited staff and resources, which make automation and efficiency gains more critical for daily operations.

Baby boomers are least likely to say that AI is helpful. This likely reflects lower adoption than younger groups, as 20% say they’ve only dabbled with AI.

The study also found that sellers are primarily using AI for writing, research and task automation. But what about meetings?

Is anyone using AI in sales meetings?

SalesFuel’s research revealed that not many sellers have tapped into AI for meeting assistance. Only about a quarter of reps report using AI for presentation creation and rehearsal. And even fewer, 20%, use it to automate meeting summaries and action items.

These low numbers reveal the untapped potential of using this digital tool to level-​up meetings.

How to improve meetings with AI

One reason for lack of use is likely awareness: Sellers just aren’t sure of how to leverage AI when it comes to meetings. A simple starting point is automation, which some reps are already leveraging successfully.

Note-​taking

AI can simplify meetings by automating note-​taking and creating accurate transcripts. This ensures attention is on the discussion and that everything is recorded.

And as Eduardo Cocozza points out, searchability is another benefit.

“Transcripts can be searched for important keywords and ideas,” he writes.

[This allows] participants to fully absorb each detail and idea after the meeting has concluded.”

Additionally, AI can also quickly integrate meeting notes into a seller’s CRM, such as deals, contacts and outcomes. This eliminates the need for manual data entry, saving reps’ time. It also reduces errors by directly syncing information from the meeting to the CRM.

Design

Another way to use AI in sales meetings is to leverage its creative abilities. As noted earlier, some sellers are already using it to improve presentations to others.

Panopto suggests using AI to transform your script into professional, engaging presentations by automating visuals. AI tools can generate visually appealing slides, animations and charts for dynamic storytelling.

And SlideGenius points out that AI can also improve attendees’ understanding of subject matter by making complex data more understandable.

“By presenting data visually, it becomes easier to identify trends, correlations, and patterns that may not be immediately apparent in raw data.”

Do’s and Don’ts for AI-​enabled meetings

Keep in mind, when using AI in sales meetings, that it’s vital to adopt best practices. Writing for Harvard Business Review, Elisa Farri and Gabriele Rosani share important do’s and don’ts for sellers to consider. Their suggestions include:

• Do use AI to anticipate team dynamics by analyzing stakeholders’ perspectives and past interactions. This makes preparation more informed and strategic.
• Don’t rely solely on AI and avoid using it alone without human feedback. Be sure to share plans or prompts with fellow teammates or a manager.
• Do “practice” AI integration to test and refine its use before scaling to larger meetings. Role-​playing can be a helpful way to fine-​tune the process.
• Don’t let AI replace human facilitation or become a distraction during the meeting.

With these tips, consider how you can begin using AI in sales meetings. Whether it’s a one-​on-​one with a prospect or a large team meeting, this tool can improve the experience for everyone.

And as always, keep these essential guidelines in mind to ensure your AI use is both responsible and professional. 

"Remember, using AI responsibly keeps your work professional and trustworthy," adds Director of AdMall Sales Denise Gibson.

Photo by Vitaly Gariev on Unsplash