Assess The Impact AI Could Make For Your Team Select your organization’s maturity in each area Name First Last Email We use our customer database(CRM) and the information gathered there to its fullest to identify new and expanded business opportunities.(Required) Our automated customer journeys, lead scoring, and CRM conversion strategies are rocking. We’re capturing information most of the time, but we don’t report on it or use it to grow the business. We are not even doing the basics. We report and workflow on key buying motives and behaviors and it’s resulting in more closed business for us. We regularly look at data and reports and make business decisions and improvements from them. We maximize information on customer behavior on our website, social media, podcasts, and Youtube to automate customer journeys and conversion. We know what kind of customer traffic will come into the sales pipeline based on our inputs.(Required) Wow, we should set up some monitoring on this. I bet we could get more sales. We look at each of these streams regularly, but aren’t harmonizing the information together to automate or predict customer behavior. We’ve plugged some systems together, have comprehensive data reporting, but don’t quite know how to leverage them for better conversion. Our customer profiles and behavior are automated across systems and we are pushing all the levers that will drive more new business and referral. We’ve built lookalike audiences, customer journeys, and are maximizing reaching these people and converting them. Our team has consistent sales training, sales approaches, discovery process, and automated pipeline management that allows us to predict our quarterly and annual revenue accurately.(Required) We have a regular process, stick to it, and predict our pipeline, but it’s often a hopeful, rather than accurate, prediction based on what our salespeople say. We have a disciplined process, audit it being followed, and use analytics to predict revenue….but we need to get more accurate. We have each step in the process dialed in with discussion guides, deal scoring, predictive analytics, and predict an accurate revenue pipeline each quarter. We have a pretty good on-boarding and sales tools, but we would benefit from some refinement. We’re not predicting, or not doing it accurately. Honestly, everyone is doing what they want and their gut says works, with mixed results. We've got a plan for AI to improve business processes based on the positive impact to customer experience and revenue.(Required) We've identified some AI use cases that could improve customer experience, but have no idea what it will cost or what to implement first. We can identify new value creation with AI we've added to the customer journey. We've tested AI on a few parts of the customer experience. We are getting those dialed in before we take on something else. Business processes? We should map those one day. We know we need to add AI but we're frozen by security concerns and how to start. We’ve tested AI assistants for (check all that apply)(Required) Chat Graphic Design/Image Creation Content or Email writing Video Editing or Production Prospect Research Search Engine Optimization Internal Team Knowledge Base/Document Retrieval Data Analytics Predictive Modeling What best describes your customer? Niche business to business target (few verticals or industries, specific role decisionmakers) Niche business to consumer audience (decisionmaker is a narrow demographic) Broad business to consumer audience (our product appeals to everyone) Broad business to business target (many industries, many decisionmakers) EmailThis field is for validation purposes and should be left unchanged.
