Leverage AI’s full potential for sales workflows with better prompts

In the rapidly evolving landscape of sales, leveraging artificial intelligence (AI) has become a game-changer. The ability to harness AI for sales tasks can significantly enhance productivity, streamline processes, and ultimately drive better results. One of the most powerful ways to utilize AI in sales is through effective prompting. This blog and our latest eBook walks through the essentials of building better AI prompts and how to best apply them to everyday sales workflows. 

The power of AI for sales

Recent advancements in AI have revolutionized the way sales teams operate. AI tools, such as Glean, can unlock the value of an organization's knowledge, making it easier to access and utilize information. By integrating AI into sales workflows, teams can automate mundane tasks, generate insights, and focus on building stronger customer relationships. Instantly search through Gong calls, summarize correspondences with prospects, surface enablement materials, and more. 

At the core of AI's effectiveness in sales is the concept of prompting. Prompts are instructions written in natural, conversational language that guide the AI to produce the desired results. Crafting the perfect prompt is crucial for maximizing the benefits of AI. A well-structured prompt ensures that the AI retrieves and processes the most relevant information, leading to accurate and actionable outputs. Here are a few tips on crafting the best possible prompts: 

1. ‍Clarity and specificity: A great prompt is clear and specific. It should leave no room for ambiguity, ensuring that the AI understands exactly what is required. For instance, instead of asking the AI to "summarize recent sales data," a more effective prompt would be "summarize the sales data for Q4 2024, focusing on the top-performing products and regions."‍
2. Audience and tone: Tailoring the prompt to the intended audience and desired tone is essential. Whether the output is for a technical audience, an executive review, or a casual internal update, specifying this in the prompt helps the AI generate content that resonates with the target audience. For example, "draft an email for a non-technical audience explaining the benefits of our new product."‍
3. Output format: Clearly defining the format of the output is another key aspect. Whether you need a list, a table, a paragraph, or a slide deck outline, specifying this in the prompt ensures that the AI delivers the content in the desired structure. For instance, "create a table summarizing the sales performance of each product category in Q4 2024."
   

Leveraging the full potential of work AI

While leveraging AI for work may initially seem daunting, writing clear and comprehensive prompts is critical to ensuring effective results. By following the best practices outlined above, sales teams can harness the full potential of AI prompting to enhance their workflows and productivity.

Glean's next-generation prompting suite offers endless possibilities for customization and sharing, making it an invaluable tool for sales agents looking to improve their work processes. Explore the full capabilities of AI prompting and more details on building prompts by checking out our latest eBook — and sign up for a free demo today to learn more about Glean!