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September 2, 2024 12 mins

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Can AI anticipate your desires before you even know them yourself? Tune in to explore how artificial intelligence is fundamentally transforming the way businesses engage with customers. We promise you'll uncover how AI-powered tools like Pinnacle AI CRM are reshaping sales strategies by automating tedious tasks and allowing sales teams to focus on what truly matters—closing deals. Discover how AI leverages real-time data from website forms and social media interactions to offer a smarter, more efficient way for businesses to understand and engage with potential customers. Our conversation also dives into the realm of hyper-personalization, illustrating how AI creates nuanced customer profiles that go beyond the basics, all while maintaining transparency and safeguarding privacy.

We also venture into the ethical landscape of AI in business-customer relationships. As we scrutinize AI's predictive capabilities, we ponder the implications for decision-making in both professional and personal spheres. The importance of integrating AI responsibly is emphasized, with a call for ongoing exploration and thoughtful consideration. Whether you're a business owner keen to harness AI or simply curious about its evolving role in our lives, this episode is packed with insights that will help you navigate the cautious yet exciting journey of AI in revolutionizing customer connections.

Discover how Pinnacle Ai can revolutionize your business operations. Our AI-driven CRM is designed to eliminate inefficiencies, automate tasks, and empower entrepreneurs to focus on growth and innovation. Visit https://getpinnacle.ai to learn more and unlock the full potential of your business today. 

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Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
Okay.
So let's be real for a sec.
Who wouldn't love it if theirsales funnel was just
overflowing with like theperfect leads?
But we're kind of bombardedwith all this tech, you know,
promising us the world.
So we're doing a deep divetoday, Going to unpack this
whole AI-powered lead capturething.
See if it's all hype or thereal deal.

Speaker 2 (00:20):
Yeah, definitely a lot of buzzwords flying around
these days.
We're going to try to cutthrough all that and help you
make some sense of it.

Speaker 1 (00:25):
Love it, and we're basing this deep dive on an
article you actually sent over.
It's called how Automation CanRevolutionize your Lead Capture
Approach, and it specificallymentions Pinnacle AI CRM.
So we'll definitely dig intowhat they're all about and if
their claims actually add up.

Speaker 2 (00:42):
Exactly, and I think even more importantly, we want
to look at how all thistranslates to tangible results.
Right, because I mean a 21%jump in conversion rates, which
is what this article claims.
Definitely grabs your attention, but it's the why behind it
that really matters.

Speaker 1 (00:57):
Yeah that 21% jumped out at me too.
I got to say that's huge, yeah.
So instead of just picturing astack of leads like how would
this actually work, you know, inthe real world?

Speaker 2 (01:06):
OK, so picture this your sales team.
Every week they're spendinghours and hours just going
through leads trying to figureout who's really interested and
who's you know just browsing.
Now imagine AI comes in andstarts analyzing data, like in
real time, to pinpoint the leadsthat are most likely to convert
.
And we're not just talkingbasic demographics here.

(01:27):
This is about looking at theirbehavior, how engaged they are,
stuff like that.
That's the kind of game changerwe're talking about here.

Speaker 1 (01:33):
Okay, yeah, that's a really good way to explain it.
It's like having like a digitalassistant who's pre-qualifying
your lead so your team can focuson, you know, actually closing
deals instead of chasing afterevery single possibility.
So how does a tool likePinnacle AI like, how does it
actually do this?

Speaker 2 (01:47):
So the article highlights a few key features.
One of the big ones is thisreal-time data capture.
Think about every way yougather information on leads,
right, you've got website forms,social media interactions,
email signups.
Instead of manually enteringall that data, pinnacle AI
basically takes it from allthose places and brings it
together in one central hub, soeverything's up to date and in

(02:09):
one place for your team.

Speaker 1 (02:10):
No more data entry nightmares.
That's a win already, but whatI'm really curious about is this
whole lead scoring thing.
The article says Pinnacle AIuses AI to figure out how likely
someone is to actually become acustomer.
So how did that work?
Give us the breakdown.

Speaker 2 (02:26):
It's all about understanding what actions
really mean.
The article actually pointedout how Pinnacle AI looks at
different actions on yourwebsite and gives them different
weights.
So, for example, someone who'sspending a lot of time on your
pricing page is probably moreserious than someone just
casually browsing your homepage.
Someone checking out pricing isprobably further along in the
decision process, which makesthem a hotter lead.

Speaker 1 (02:47):
That totally makes sense.
So it's not enough to justcollect the data.
You have to understand what itall means like reading between
the lines to figure out who'sreally ready to buy and this is
where Pinnacle AI seems reallyinteresting.
It uses AI to actuallypersonalize the customer
experience.
We've all gotten those massmarketing emails that are
clearly going out to a millionpeople, right?

(03:08):
Pinnacle AI says they do thingsdifferently.

Speaker 2 (03:11):
Yeah, you're totally right.
It's not just about automatingeverything.
The really interesting thinghere is how Pinnacle AI is using
AI to give people these customtailored experiences.
So like, instead of sendingthat generic follow-up email
after someone downloadssomething, imagine sending them
a message based on what theyactually looked at.
That's the potential of thisAI-driven personalization.

Speaker 1 (03:31):
Okay, so concrete example.
What would that look like inaction?

Speaker 2 (03:35):
Let's say someone's on your website and they sign up
for like a free trial right.
Instead of just getting thatstandard welcome email, pinnacle
AI can actually look at whatthey're doing in the trial, see
what features they're using,maybe what they're struggling
with, and then send them anemail with, like specific tips
or resources based on that,maybe even a special offer that

(03:56):
makes sense for them.

Speaker 1 (03:57):
See, that's what I'm talking about.
That changes the whole game.
It's not just automation forthe sake of automation.
It's about making the customerfeel like, hey, they get me.
That kind of personal touch canmake a huge difference when it
comes to building trust andgetting people actually buy in.
But this feels bigger than justpinnacle AI right.
This whole AI thing changinghow we connect with customers

(04:19):
feels like we're just scratchingthe surface here.

Speaker 2 (04:21):
Oh, absolutely.
I mean, this article focuses onone platform, but the
implications of AI in this wholecustomer interaction space are
massive and things are changingso fast.
One thing that's reallyinteresting to keep an eye on is
this idea ofhyper-personalization.

Speaker 1 (04:37):
Hyper-personalization Okay, that sounds pretty
intense.
Is that like just a fancy wayof saying really, really good
personalization?

Speaker 2 (04:43):
Think of it this way Imagine AI going way beyond just
basic demographics or what youclicked on last week.
We're talking about analyzingsocial media, what you buy, even
things like how you talk andwhat kind of language you use.
Ai can use that to create thisincredibly detailed profile of
you as a customer.

Speaker 1 (05:01):
Okay, yeah, that's next level.
But it also makes you wonder,like, where does it end?
Where's the line between beinghelpful and being kind of creepy
?

Speaker 2 (05:10):
You're right to think about that.
That's a really important point, and it highlights why using
this technology responsibly isso essential.
Transparency is key here.
Customers should know exactlywhat data is being collected and
how it's being used.
It should always be aboutmaking their experience better,
not about taking advantage.

Speaker 1 (05:28):
Exactly.
No one wants to feel likesomeone's snooping around in
their business.
Yeah, so we've got hyperpersonalization.
What else is coming down thepipeline in?

Speaker 2 (05:38):
this world of AI and customers.
Another huge thing that'sevolving is conversational AI.
I mean, we've all dealt withthose chatbot things that make
you want to scream, right, butthe technology is getting so
much better, so quickly.
We're talking AI that canunderstand complicated sentences
, remember what you talked aboutbefore, even like read your
emotions, so it can be moreempathetic and helpful.

Speaker 1 (05:58):
So less like a robot pretending to be human and more
like AI that actually gets us.

Speaker 2 (06:03):
Exactly, and that opens up a ton of possibilities
for customer service, leadnurturing, even sales.
Imagine AI assistants that areavailable 24-7 to answer
questions, figure out if a leadis any good, even walk a
customer through the wholeprocess of buying something.

Speaker 1 (06:19):
Wow, that's kind of mind-blowing, right.
Well, I've got to be honest.
All this talk about AI andautomation, it does make you
think are we all going to be outof a job soon?
Yeah, are the robots taking?

Speaker 2 (06:29):
over?
Right?
That's the big question, isn'tit?
It comes up all the time, but Iactually think the real power
of AI is how it can help humansdo what they do best, not
replace them entirely.
What do you mean by that?
Think about it.
Ai is amazing at things thathumans find tedious, like going
through tons of data, makingreports, dealing with the same
customer questions over and over.

(06:49):
Ai can take care of all that,and that frees us up to focus on
things that require actualhuman ingenuity, things like
creativity, critical thinking,building genuine relationships.

Speaker 1 (07:00):
So it's not about AI versus humans.
It's more like AI and humansteaming up, each playing to
their strengths.

Speaker 2 (07:04):
Exactly.
It's about creating a workplacethat's more efficient and more
fulfilling for everyone.
Ai handles the boring stuff andhumans can focus on the
high-value tasks that requirethat unique human touch.

Speaker 1 (07:15):
I like it.
So we're not being replaced,we're being Like upgraded Right.
But to actually thrive in thisnew world we need to adapt.

Speaker 2 (07:22):
Right.

Speaker 1 (07:23):
Which reminds me of something else I found really
interesting in this article.
It talked about howunderstanding AI is becoming
crucial, and not just for thetechies.
Like, everyone needs to be inthe loop.

Speaker 2 (07:33):
It's true, we're way past the point where AI is this
niche skill set that only a fewpeople need to worry about
Having a basic understanding ofhow it works, what it can and
can't do.

Speaker 1 (07:47):
It's becoming essential, especially for anyone
working directly with customers.
It's not about everyone needingto know how to like code this
stuff.
It's about knowing how toactually use these tools.

Speaker 2 (07:54):
Yeah.

Speaker 1 (07:54):
Well, and you know, ethically.

Speaker 2 (07:56):
You got it.
The more we understand AI, thebetter we'll be at harnessing
its power and avoiding thepotential pitfalls.

Speaker 1 (08:07):
OK, so we've covered a lot here Hyper-personalization
, the rise of these reallyadvanced AI chatbots, the ethics
of all this and how importantit is for everyone to be AI
savvy.
It's pretty clear we're aboutto see a massive shift in how
businesses connect with theircustomers.
It's exciting, for sure, but'lladmit it's a little like whoa,
this is a lot coming at us fast,you know.

Speaker 2 (08:27):
It definitely makes you think.

Speaker 1 (08:28):
It really does.
This is what I love about thesedeep dives, though.
Right Started with this articleabout pinnacle AI, and now look
where we are.
We're like talking about thefuture of how we interact with
customers the whole AIrevolution.

Speaker 2 (08:39):
Connecting the dots right, Seeing the bigger picture
.

Speaker 1 (08:41):
Exactly so for someone listening who's like,
okay, I'm really interested inthis AI-powered lead capture
thing, what's the big takeawayfor them?
What should they be focusing onas they start checking out all
these new tools and trends?

Speaker 2 (08:53):
I think it comes down to this AI.
It's powerful, but it's notmagic.
Like you can't just buy thenewest, shiniest tool and expect
like overnight miracles.
You got to be smart about it.

Speaker 1 (09:05):
Oh yeah, I like that Be an informed shopper.

Speaker 2 (09:07):
Totally.
Don't be afraid to like reallyask those tough questions when
you're looking at these tools.
How is this AI actually working?
What data are you using and howare you keeping my customers
information safe?
How am I?

Speaker 1 (09:21):
going to measure if this is even working.
Those are all critical.
Yeah, you got to see throughall the hype and figure out
what's really going on under thehood.

Speaker 2 (09:25):
Exactly.
And remember this whole thingis always evolving.
What seems cutting edge rightnow might be like ancient
history next year.
So stay curious, keep learning,be ready to adapt as new stuff
comes out.

Speaker 1 (09:38):
Love it.
It's a journey, not adestination.

Speaker 2 (09:40):
Perfectly said and having the right knowledge and
the right tools as you're goingon that journey.
It makes all the difference.

Speaker 1 (09:47):
So true, ok.
So wrapping things up, seemslike AI is going to completely
change how we find and connectwith potential customers.
For sure, but just like withany really powerful tool, we got
to be smart about it.
Going with excitement, yeah.

Speaker 2 (10:06):
But also like a healthy dose of hold on.
Let me think this through.
I couldn't agree more.
The future of how businessesinteract with their customers is
being shaped right now, andit's the people who are
embracing AI, but doing it withknowledge and with
responsibility, who are going tohave the biggest impact.
So well said.

Speaker 1 (10:19):
And, on that note, we'll leave you with this final
thought If AI can look at allthis data and figure out what we
want, what we're going to do,even before we do it, what does
that tell us about how we makedecisions, and how can we use
that knowledge to be moreeffective, not just in business,
but in life too?

Speaker 2 (10:34):
Now that's a question worth thinking about Until next
time.
Everyone keep exploring, keepasking those questions and keep
diving deep.
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