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September 9, 2024 10 mins

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Unlock the secrets to transforming your sales process with Pinnacle AI CRM. Imagine automating those tedious tasks that bog down your team, like manual data entry and lead management, while boosting response rates by up to 30% through AI-driven personalization. Join us as we chat with a sales tech expert who shares invaluable insights on overcoming common challenges and the strategic steps necessary to implement Pinnacle's powerful tools effectively. Discover how AI-powered lead scoring and follow-up reminders can reduce errors and enhance efficiency, but remember, these advancements are only as powerful as the human touch that guides them.

Our conversation dives deep into the critical balance between leveraging AI technology and maintaining the invaluable human connections that are at the heart of successful sales strategies. While Pinnacle offers incredible possibilities, it's not a standalone magic bullet; it requires thoughtful planning, training, and team buy-in to truly revolutionize your sales game. Listen in as we emphasize that AI is here to augment, not replace, the unique skills of your sales team, allowing them to focus on what truly matters—building meaningful relationships and delivering exceptional customer experiences. Don't miss this opportunity to explore the future of sales with Pinnacle AI CRM.

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):
Let's be real for a second.

(00:01):
Who hasn't wished for a magicwand to automate those tedious
sales tasks?
And, you know, ditch thespreadsheets for good.
Sounds like you're ahead of thegame here, wanting to explore
Pinnacle AI CRM?
Well, we're right there withyou.
This source we're digging intotoday makes some pretty bold
claims, talking about Pinnaclereducing errors, saving tons of
time, basically revolutionizingthe sales process.

(00:22):
But is it really a game changeror just more hype?
We've got an expert with ustoday, someone who lives and
breathes sales tech.
So what's your gut feeling onPinnacle Game?

Speaker 2 (00:32):
changer, or too good to be true.
Well, sales tech is evolving sofast these days it's a wild
ride.
There's always a new toolpopping up right, but Pinnacle
definitely caught my eye.
This article you sent.
It really hones in on thosepain points salespeople face
every day, like dealing withmanual data entry and the
constant struggle of managingleads.
Those are very real issues thata lot of sales teams are

(00:53):
grappling with.

Speaker 1 (00:54):
In those issues.
They just feel so outdated.
You know, like shouldn't wehave moved past manual data
entry.
By now it's 2024.

Speaker 2 (01:02):
Right, you'd think so , and here's the thing Even
small improvements in theseareas can make a huge difference
.
The article actually cited somestudies showing that
personalized outreach canincrease response rates like
significantly by up to 30percent.
So imagine the impact thatcould have if Pinnacle really
delivers on that kind ofpersonalization.
We're talking about a whole newlevel of efficiency.

Speaker 1 (01:23):
OK, so this isn't just about saving a few minutes
here and there.
This is about potentiallytransforming your sales numbers.

Speaker 2 (01:28):
Exactly.
And we can't forget the cost oferrors, right, those little
typos, those missed follow-ups.
They add up not just in lostsales but also in damage to
client relationships, which ishard to bounce back from.

Speaker 1 (01:40):
Such a good point.
It's not just about efficiency,it's about building that trust
and providing a really seamless,even impressive, customer
experience.
Okay, so we've established theproblem is real and it seems
like Pinnacle is at least tryingto solve it.
The article highlights theirkey features, and there are a
lot Automated data entry,automated follow-up reminders,
even email marketing and leadscoring, all powered by AI,

(02:04):
apparently.
I have to admit, part of me isthinking this all sounds a
little too good to be true.
So what makes Pinnacledifferent?
What are they doing?
That's new.

Speaker 2 (02:11):
Let's break it down.
A lot of CRMs offer some levelof automation these days.
That's true, but what'sinteresting about Pinnacle is
their claim about AI.
Take lead scoring, for example.
Many systems use pretty basicparameters right, but Pinnacle
says they're integratingbehavioral data, things like
website activity.

Speaker 1 (02:39):
That kind of nuanced data could be a game changer for
sales teams, especially thosedrowning in leads and struggling
to figure out where to focustheir energy.
So it's like having an AIassistant who can analyze all
that data and say, hey, theseare the leads that are most
likely to convert.

Speaker 2 (02:49):
And they're using more than just those basic
criteria to figure it outExactly.
Think about all the time wastedchasing dead-end leads.
With a system like this, youcan redirect that time to
building relationships with theleads that actually have
potential.

Speaker 1 (02:58):
Okay, now you're speaking my language, but then
the article hits us with thesestats A 60% reduction in errors,
20 hours saved per week persalesperson and on top of that,
a 40% productivity boost.
I mean, those are impressivenumbers.
Are we talking realisticexpectations here, or is this
just marketing hype?

Speaker 2 (03:17):
You're right to be skeptical.
Those numbers are definitely onthe high end of what we
typically see.
But here's the thing Whileambitious, those figures aren't
impossible.
Especially if you consider thepotential impact of AI driven
automation, it really could bethat significant.
It all comes down toimplementation.
The article mentioned a gradualrollout, starting with those
high impact areas like the leadscoring and email automation we

(03:39):
were talking about.
I think that's a smart approachbecause it lets teams see real
results early on, which is agreat way to get everyone on
board.

Speaker 1 (03:45):
So it's not just about flipping a switch and boom
instant sales, You're saying.
It takes actual strategizing,real commitment to make a system
like this work for a team.

Speaker 2 (03:55):
Exactly Pinnacle.
They give you the tools, thepotential is there, but it's up
to the team to really use them.
Well, you know.
And the human element that'sstill so important in sales, no
matter how fancy the tech gets.

Speaker 1 (04:07):
Right, because even with all this AI, closing a deal
still requires that humanconnection, understanding what
the client actually needs,building that rapport.
None of that's going away.

Speaker 2 (04:17):
Absolutely.
That's what sometimes gets lostin all the excitement about
automation.
We're not talking aboutreplacing salespeople with
robots.
This is about empoweringsalespeople, helping them be
more effective, more focused.

Speaker 1 (04:28):
Yes, giving salespeople superpowers.

Speaker 2 (04:32):
Yeah.

Speaker 1 (04:32):
Bringing up their time and energy so they can
focus on what humans do bestconnecting with people and, you
know, actually closing thosedeals.

Speaker 2 (04:39):
That's a great way to put it Working smarter, not
harder.
Know, actually closing thosedeals?
That's a great way to put itWorking smarter, not harder.
Imagine instead of drowning inadmin tasks, you start your day
with a crystal clear picture ofyour hottest leads, personalized
insights from the AI, maybeeven suggested actions to move
things forward.
Wouldn't that be amazing?

Speaker 1 (04:55):
Okay, now you're speaking my language.
It's like having your ownpersonal sales assistant
crunching data, prioritizingyour to-do list, so you can
spend time on what matters.

Speaker 2 (05:04):
Precisely and because all your data is centralized,
accurate, you're makingdecisions based on real-time
information, not just gutfeelings which, let's be honest,
don't always pan out.

Speaker 1 (05:13):
Makes sense, and you mentioned this a bit earlier.
But the article also talkedabout the importance of team
buy-in and training, which seemsobvious but is probably
overlooked a lot.
How can companies make surethat transition to a system like
Pinnacle goes smoothly?

Speaker 2 (05:32):
That's huge, because even with the most user-friendly
platform.
There's always a learning curveright.
The article really emphasizedthe gradual implementation,
which I think is key.
You start with thosehigh-impact areas.
Let the team experience someearly wins, build some momentum.

Speaker 1 (05:43):
It's like that saying show, don't tell, Demonstrate
those wins early on and suddenlyeveryone's on board, excited
about the change.

Speaker 2 (05:50):
Exactly.
It's also crucial to have agood plan for training and
support.
You want your team to feelconfident using these new tools.

Speaker 1 (05:57):
So it's not just about the tech.
It's about the strategy, thesupport system and creating a
culture that embraces thosechanges.

Speaker 2 (06:04):
Couldn't agree more.
Strong leadership, opencommunication that's how you
make sure the transition issmooth and everyone can benefit
from this kind of new system.

Speaker 1 (06:15):
It seems like Pinnacle could be a real game
changer but, like you said, it'snot a magic solution.
It takes planning, commitmentand that willingness to try new
approaches, new ways of working.

Speaker 2 (06:26):
Yeah, absolutely.
It's really about, I think,empowering your team, finding
those tools that help them dotheir best work.

Speaker 1 (06:32):
So let's bring it back to that big question.
You know, hype or game changer,Based on everything we've
learned about Pinnacle, where doyou stand?

Speaker 2 (06:38):
You send over some really fascinating stuff and,
honestly, from what I've seen,pinnacle has the potential to be
a real game changer.
It can really shake things upfor sales teams.
But, like we said, it's not amagic solution.
You don't just set it andforget it.
You need a plan, you needtraining, ongoing support.
All of that is crucial.

Speaker 1 (06:55):
And we can't forget about that human touch.
We've said it a few times, butit's important, no matter how
advanced AI gets, building thoserelationships, that's always
going to be at the heart ofsales.

Speaker 2 (07:05):
For sure.
And you know this wholeconversation about pinnacle AI.
It really highlights thisfascinating intersection.
We're seeing more and more ofHuman intelligence, artificial
intelligence.
They're both so important.

Speaker 1 (07:17):
It's like we're entering this whole new era of
sales, right?

Speaker 2 (07:20):
Yeah.

Speaker 1 (07:20):
Where technology is giving us these tools to work
smarter, not harder, and thatfrees us up to focus on what
really matters those connections, those relationships and
ultimately, you know, deliveringthat really amazing customer
experience.

Speaker 2 (07:32):
Exactly Technology should enhance those core human
skills, not try to replace them.
It's about finding that synergy, using AI as a tool to better
understand and connect withpeople.

Speaker 1 (07:43):
So if you're out there listening, you're ready to
dive into this world of salesautomation.
You want to see if Pinnacle AIlives up to the hype.
Remember one thing technologyis powerful, absolutely, but
never underestimate the power ofthat human connection.

Speaker 2 (07:57):
Couldn't have said it better myself.
Technology is evolving soquickly.
It's easy to get swept up inall the excitement, the hype,
but at the end of the day, it'sabout using these advancements
to build stronger relationships,to drive those meaningful
results.

Speaker 1 (08:10):
Well said, and that's a wrap on our deep dive into
Pinnacle AI CRM.
We've covered a lot of groundtoday, from the potential
benefits and challenges to theexciting possibilities this
technology offers.
One thing's for sure salesautomation, when done right,
when it's strategic andwell-planned, has the power to
completely change the way wework and the way we build

(08:31):
relationships.
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