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AI-Enabled Selling Assessment

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Company Name
Your Email Address
PEOPLE
Completely agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Completely disagree
N/A
Our sales professionals are knowledgeable about our company's strategy and usage of AI.
Our sales professionals know how to securely use generative AI at work.
Our sales professionals only use AI tools that have been approved by the company.
Our sales professionals trust AI technology and are active users.
We established mandatory and ongoing sales training and enablement programs.
PROCESS
Completely agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Completely disagree
N/A
We have a plan and clearly defined objectives and use cases for AI.
We are transparent in our our usage of AI and have informed our customers on our usage of AI.
We enhanced our data security measures with regard to the usage of customer data by AI technology.
We aligned our AI tools with our sales methodology and sales process.
We established integrated, AI-enabled workflows that work across marketing, sales and customer service.
PLATFORM
Completely agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Completely disagree
N/A
We have a solid appreciation of the AI tools that support sales and understand how they align with the sales process.
We evaluatued our tech stack and updated our tools to enable AI selling.
Our sales professionals have confidence in the accuracy and integrity of the data that fuels our AI strategy.
Channel partners are able to leverage our AI tech stack for smarter selling.
The recommendations provided by our AI platform are explainable to users and customers.
PERFORMANCE
Completely agree
Somewhat agree
Neither agree nor disagree
Somewhat disagree
Completely disagree
N/A
We established metrics to measure improvements in lead qualification, conversion, win rate and customer satisfaction.
We see improvements in the efficiency of sales professionals since we started to use AI.
We see improvements in revenue growth since we started to use AI.
We believe our AI-based recommendations are generally accurate and on par with human recommendations.
We expect more reps will meet or exceed quota because of their usage of AI.
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