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• Intelligence gathering: Prospects respond read-
ily to AI Assist, sharing critical information such
as phone numbers, best times to call and intent to
buy.
• Improved sales process: AI Assist follows up
with prospects, handing off leads to sales reps, to
ensure customer satisfaction. This also helps man-
Company: AI Assist age prospective customer expectations by prepar-
Product: AI Assist ing them to receive additional calls from sales
Website: www.aiassist.com/processing staff.
Contact: info@aiassist.com • Fully trained assistant: AI Assist is fully in-
formed and designed to continuously learn from
Virtual assistant uses • Identification of opportunities: Designed to turn
customer conversations.

AI for lead management, old leads into new opportunities, AI Assist can
increase sales, get more value from existing leads
and improve closing ratios. Approximately 60
optimization percent of leads that re-engage with AI Assist are
still in the market. The virtual assistant can also
be used to cross-sell products and gather feedback
on customer satisfaction, the company stated.
I Assist, Conversica Inc.'s exclusive partner in
the financial services vertical market, created Seamless CRM integration
the eponymous AI Assist, a solution that uses
A AI to optimize lead management. The AI-based The automated sales assistant can be easily integrated with
software will engage a virtual assistant with prospective customer relationship management (CRM) applications
customers, initiating and continuing discussions through- and marketing automation tools such as Pardot, Marketo or
out the lifecycle of every lead, company representatives Eloqua, to qualify leads and sales opportunities and
stated. "We started using Conversica as a client and were enhance demand generation campaigns, AI Assist said.
quickly amazed at what it could do for our merchant cash Vertical industry focus
advance business," said Roman Vinfield, President of AI
Assist. "Right off the bat, we funded 15 deals off old dead More than 15,000 sales representatives in multiple
leads, generating $35,000 on a $2,000 spend. This enabled industries around the world are using advanced AI
us to increase our apps-in ratio from 21 to 34 percent, low- technology to boost revenue, prioritize their time and
ering our acquisition costs by 85 percent." close more deals by improving the quality of their leads,
the company stated. With AI Assist, finance and financial
AI Assist said it has helped numerous organizations services professionals have gained more customers
improve efficiencies and accelerate growth. Advanced through better lead nurturing, tracking and conversion,
AI customer service representatives tirelessly identify as well as increased sales rep productivity. Following are
opportunities, developing credibility and trust with additional ways AI Assist can help improve closing ratios.
prospective customers. Companies even think of these It can help merchant level salespeople:
customized avatars as people, due to their professional
manner and human characteristics, Vinfield noted. • Communicate with all leads on a personal level
• Build a network of customers and sales channel
Personal, personable assistant partners to expand business
AI Assist can be white-labeled to fit an organization and • Engage with every lead, ensuring that no lead
brand identity; its humanized personality and voice have falls through the cracks
been shown to improve response and conversion rates. • Schedule appointments for field teams
Following are some additional benefits the company
detailed: • Identify customers who may be interested in ad-
• Lead optimization and management: AI Assist ditional products and services, such as MCA, loy-
alty, and value-added applications
continuously qualifies leads, crafting a pitch per-
fect response for each prospect, based on level of • Correspond with inactive leads and identify new
interest and ensuring that sales reps speak only to opportunities
interested, qualified prospects.
• Honest feedback: AI Assist is friendly and ap- "We've all heard the expression, 'there's an app for that',"
Vinfield said. "At AI Assist, we like to say there's a conver-
proachable, putting prospects at ease, which sation for that."
makes them more honest in their responses.

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