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 start...
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 AI
- Summer Poletti – Fractional CRO, Founder of Rise of Us, and Host of the Revenue Remix podcast
- Amirah Raveneau-Bey – Founder of Grow, Scale, Develop; Fractional Advisor, Executive Coach, and Speaker with 25+ years in FinTech, real estate, and startups
Host: Jenny Kay Pollock Cofounder & Co-CEO WxAI
We 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 responsibly
Takeaways
- AI 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 & Platforms
Fathom – AI-powered meeting notes and call summaries
Otter – Transcription and AI notetaking for calls and meetings
Granola – AI meeting assistant Jenny used during the recording
Riverside – Podcast recording platform with AI-generated show notes
Jeeva.ai – Agentic sales automation platform co-founded by Saumya
Cast Magic – AI tool for turning call recordings into notes, emails, and follow-ups
Cloud 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 Resources
WOMEN x AI (WxAI) Social Saturday – Weekly conversations and learning with the WxAI community
AI Daily Brief – Short daily podcast with the latest in AI
Superhuman Newsletter – AI and productivity insights
Women in AI LinkedIn – Updates and thought leadership from the global community
TLDR Newsletter – Daily tech and AI digest
- Lenny’s Newsletter – Product and growth strategy insights
- Journal.io – App that turns AI research papers into audio summaries
🌟 Non-AI Recommendations
Summer Poletti's White Chili – sSeasonal favorite (vegetarian, vegan, or with meat) (link TBD)
Libby App – Free audiobook app from your local library
Love is Blind (Netflix) – Reality TV show
Chapters
00:00 Introduction to AI and Sales
04:03 The Importance of AI in Sales
09:47 AI's Impact on Sales Processes
16:33 Automation in Sales
23:16 Guardrails and Limitations of AI
29:56 Customer Journey and AI
34:28 Lightning Round and Community Engagement
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