Pipedrive Introduces New AI-Powered Feature: AI Sales Assistant

As the world of CRM systems continues to evolve, several platforms are integrating AI functionalities to enhance user experience and drive sales. Joining this trend, Pipedrive has unveiled its latest feature, the AI Sales Assistant.

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‍What is the AI Sales Assistant?

Pipedrive describes this feature as a blend of genuine AI and predefined rules, working in tandem to analyze sales data and recommend the most effective next steps for your sales team. It operates much like an insightful bot, offering guidance on Next Best Actions (NBA). Whether it's suggesting a follow-up email post-call or highlighting a potential lead for its conversion likelihood, the AI Sales Assistant is designed to be a salesperson's best ally.

Moreover, it offers real-time progress updates on sales goals and provides managerial insights into individual performance metrics, spotlighting areas ripe for enhancement.

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What Are the Benefits?

The core advantage is clear: to assist sales agents and managers in optimizing their sales strategies. By harnessing AI's analytical prowess and combining it with a set of predefined rules, Pipedrive ensures that sales agents receive precise guidance, steering them toward the most beneficial actions.

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Comparative Analysis: How Does It Stack Up Against Competitors?

When compared with other AI tools in the CRM market, several distinctions emerge:

1. Salesforce's Einstein: As one of the pioneers in AI-driven CRM, Salesforce's Einstein offers predictive lead scoring and automated data entry. While Einstein boasts a robust AI engine, Pipedrive's AI Sales Assistant emphasizes ease of use, targeting SMBs who might find Einstein's myriad features overwhelming.
2. HubSpot's AI Features: HubSpot offers AI-powered content recommendations and lead scoring. Its strength lies in inbound marketing. However, Pipedrive's tool focuses more on actionable sales insights, making it potentially more suited for direct sales teams.
3. Zoho's Zia: Zia, Zoho's AI assistant, offers sales prediction, sentiment analysis, and lead scoring. While Zia provides a broad spectrum of features, Pipedrive's assistant seems to be more specialized, focusing on the 'Next Best Actions' for salespeople, which might appeal to teams looking for a more directed approach.
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Should You Consider Trying It?

The good news is that Pipedrive offers a free trial for this feature. Such "try before you buy" opportunities for AI solutions are currently rare in the market.

However, there are some prerequisites to note. For the AI assistant to provide accurate suggestions, it requires both sufficient data and user interaction. Specifically, Pipedrive outlines:

1. Deal History: Users should have marked a minimum of 100 deals as either 'won' or 'lost' in Pipedrive.
2. Team Usage: The Pipedrive account should be actively used by at least 3 users.

While these conditions are unlikely to pose challenges for many, they're essential considerations for those contemplating the feature.

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Screenshot credit:

Image by Pipedrive at: Sales AI | AI Sales Assistant | Pipedrive | Pipedrive

Video by @pipedrive on YouTube. Source: https://www.youtube.com/watch?v=SMvx30TQ0uY