AI-Generated Follow-Up Emails

Overview

Sellers have limited opportunities to engage with buyers. It’s not enough just to have exceptional conversations. They also need to move deals forward post-conversation.

After conversations with sellers, buyers expect a follow-up email that is personalized, timely, and includes detailed next steps. Most of the time, sellers fail to do this – leading to buyer/seller misalignment and slower deal cycles

Sending follow-up emails is one of the most dreaded parts of sales – and one that eats up far too much time. With Revenue.io email summaries, we are taking that task on to create a follow-up email immediately after a conversation so that you can be better faster and keep moving deals forward. 

How does it work?

Prerequisites

There are two cornerstone requirements for Revenue.io to create a follow-up email based on a transcribed conversation.

  1. A user must have a Conversation AI or a Moments™ License. Need a license? View our requesting licenses for a user guide to provision access to your team.
  2. A user must have Generative AI follow-up emails enabled for their account, which can be done in User Settings)
  3. For Revenue users to receive a follow-up summary directly delivered to their draft folder they must have connected their Google or Exchange accounts to Revenue.io. Need help connecting your accounts? Check out our Connect Gmail to Revenue.io or Connect Exchange to Revenue.io knowledge articles for step-by-step walkthroughs. 

Leveraging our existing Transcription Services

Great! Now that you have connected a Google or Exchange account and have a Conversation AI or Moments™ license you are ready to go. Conversations powered by Moments™ and Conversation AI that are longer than 4 minutes in length will be summarized based on the transcript generated.

screencapture-analytics-ringdna-net-conversations-WTNv-Pl2TDGSaH2Y6VUqVQ-2023-05-12-09_52_30.pngTransforming Transcripts into Summaries

Revenue.io creates a rich transcript for conversations that are transcribed and processed by Conversation AI or conversations that are powered by Moments™ to generate real-time notifications. 

With that transcript, we leverage generative AI to turn that long-form transcript into a series of key important elements. These include a recap of what was talked about, action items, and next steps. 

 

Hey Matt, It was great talking to you today! In our call, we discussed some business challenges, such as lack of pipeline management, difficulty scaling with sales reps, and efficient coaching. We covered how an executive goal is to add 18-20 million dollars to the pipeline this year and that requirements include pipeline management analytics, conversation intelligence, sales engagement capabilities, and Salesforce integration. I went over multiple features such as best practice library, real-time notifications, sentiment tracking, deal intelligence, local presence dialing, guided selling recommendations, and much more. Key next steps:<br>- Consider attending Salesforce events and analyze current performance against the executive goal<br><br>- Evaluate conversation intelligence solution features for coaching purposes<br><br>- Explore local presence dialing for improved conversion rates<br><br>- Utilize real-time notifications for guided selling during calls<br><br>- Customize qualification checklists in the team<br><br>- Watch the 2-minute video on pipeline management and wait for my proposal<br> I'll put together a proposal based on our call by Wednesday so you can review it. Let's discuss it over the phone next Friday, the 12th, at 2 PM Mountain / 4 PM Eastern Time. Looking forward to our conversation! Best, Shane

 

Making the Transcript Actionable

From that transcript, we transform the summary into a best-in-class follow-up email that enters key information based on who you were interacting with, key moments in the conversation, and follow-up next steps. 

Once the formatting of your follow-up email is complete, it will be added directly to the drafts folder of your connected email account.

From there you can review the follow-up email, make adjustments as necessary and quickly send it out to your meeting participants to follow up in record time and make sure that you didn't miss any critical parts of the conversation. 

 

 

 

 

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