An AI sales coach isn't a replacement for your highly trained instinct and years of sales knowledge. However, it can suggest leads, identify opportunities and find connections between customers and new companies to help you close more deals.

Upsales AI sales coach can recommend actions based on your historical CRM and ERP data. It can calculate accurate close dates for your business opportunities. The AI coach can also suggest actions that will move your deals forward. Plus, it has the guts to tell you to stop spending time on deals that will never be won.

Lead recommendations

This is a new foundation for the popular Find new prospect feature that uses AI algorithms to suggest leads.

The AI recommendations are refreshed every day and are individually tailored based on your sales history.

More about Find new prospects and its AI lead recommendations

Opportunity close date

Let's be honest here. Has an opportunity placed in a 50% opportunity stage really a 50/50 chance of closing, just because you placed it there?

Well, no. However, add criteria to the stage and things become clearer. For example, adding what the sales rep. should do, or what information or actions the lead should have. 

Upsales Sales AI analyses these things based on your historical sales data.

For example, finding out a lead is similar to one of your best customers. Maybe they're in a similar industry, location, revenue, with a similar number of employees.

These factors mean the deal is more likely to close, right? Even just having this information can be a big advantage in conversations with the lead.

Stop wasting time on deals that won't close

Some deals will not close. No matter how much effort you put into them.

Of course, it's a waste to spend time on these. However, you don't know if you'll lose it until, well, it's lost. This is where your Upsales AI sales coach comes in. 

There are many signals to help determine if a deal is likely to be lost. Things like the average sales cycle length, lead engagement, and identified stakeholders play a big role here. 

Think back to the deals you've lost.

Got a few in mind? Ok, did these have something in common?

I bet they required more of your time than the regular ones. Probably the customer hesitated and started asking irrelevant questions or demands for your product or service.

Or perhaps a new stakeholder entered from the sidelines and tilted the whole deal with demands you couldn't meet?

Maybe the price wasn't right. Perhaps the lead couldn't see the value they got vs the cost.

Upsales Sales AI takes all these things into account.

Checking things like:

• Are all stakeholders identified?
• Have all the related to-do's been completed?
• Are the leads similar to any customers that have bought from you?
• What can their financial statements tell us about their buying ability?

Welcome to an effective sales process with less guessing and more won deals.