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WxAI: AI x Sales Roundtable - Driving Revenue in the Age of AI

WxAI: AI x Sales Roundtable - Driving Revenue in the Age of AI

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 In this episode we discuss the transformative impact of AI on sales processes and customer interactions. Special Guests:Saumya Bhatnagar – CPO & Co-Founder of Involve.ai, building Jeeva, an agentic sales automation platform; recognized as one of the Top 100 Women in AISummer Poletti – Fractional CRO, Founder of Rise of Us, and Host of the Revenue Remix podcastAmirah Raveneau-Bey – Founder of Grow, Scale, Develop; Fractional Advisor, Executive Coach, and Speaker with 25+ years in FinTech, real estate, and startupsHost: Jenny Kay Pollock Cofounder & Co-CEO WxAIWe explore how AI is reshaping the sales landscape, enhancing human connections, and automating time-consuming tasks. The conversation highlights the importance of integrating AI tools into sales strategies while maintaining a human touch and understanding customer journeys. The guests share insights on the future of sales, the role of automation, and the necessary guardrails for using AI responsiblyTakeawaysAI is a competitive necessity in sales.Human relationships remain fundamental in sales, even with AI.AI helps sales reps prepare better for meetings.Automation allows sales reps to focus on building connections.AI can enhance the customer journey by providing insights.Sales reps can leverage AI to ask better questions.AI tools can help shorten the sales cycle.Recording calls can provide valuable insights for sales reps.AI should be used with caution due to potential inaccuracies.Understanding customer journeys is crucial for effective sales.Resources & Mentions🤖 AI Tools & PlatformsFathom – AI-powered meeting notes and call summariesOtter – Transcription and AI notetaking for calls and meetingsGranola – AI meeting assistant Jenny used during the recordingRiverside – Podcast recording platform with AI-generated show notesJeeva.ai – Agentic sales automation platform co-founded by SaumyaCast Magic – AI tool for turning call recordings into notes, emails, and follow-upsCloud Desktops MCP – Secure desktop solution for hosting custom GPTs (mentioned by Summer)Andi – AI-powered search and workflows (Amirah referenced for sales templates)Cursor – AI coding assistant with ChatGPT-5 integration📚 Newsletters, Podcasts, & Learning ResourcesWOMEN x AI (WxAI) Social Saturday – Weekly conversations and learning with the WxAI communityAI Daily Brief – Short daily podcast with the latest in AISuperhuman Newsletter – AI and productivity insightsWomen in AI LinkedIn – Updates and thought leadership from the global communityTLDR Newsletter – Daily tech and AI digestLenny’s Newsletter – Product and growth strategy insightsJournal.io – App that turns AI research papers into audio summaries🌟 Non-AI Recommendations⁠Summer Poletti's White Chili ⁠ – sSeasonal favorite (vegetarian, vegan, or with meat) (link TBD)Libby App – Free audiobook app from your local libraryLove is Blind (Netflix) – Reality TV showChapters00:00 Introduction to AI and Sales04:03 The Importance of AI in Sales09:47 AI's Impact on Sales Processes16:33 Automation in Sales23:16 Guardrails and Limitations of AI29:56 Customer Journey and AI34:28 Lightning Round and Community Engagement
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