2. What is an AI System of Growth
USES AI TO SELL MORE
by answering
Who to sell to?
How to engage them?
3. NEURALYTICS™
GLOBALCROSS-COMPANY BEHAVIORAL DATA
WITH OUTCOMES
NEURAL SALES DATA
• 2,000 Companies
• Interactions (email + phone
calls)
• Outcomes (funnel
advancement)
• Contextual data
• 6 trillion data points
• People profiles
• Company profiles
• Propensities
How does an AI System of Growth work?
4. Effectiveness
STAGE 4
Visibility
STEP I
Visibility
Launch core
Products
-
STEP II
Productivity &
Effectiveness
STEP III
Basic Models
STEP IV
Advanced Models
STEP V
Seller
Optimization
STEP VI
Predictive
Cloud
STEP VII
Advanced AI
Launch
Prioritization
-
Introduce
AI
Prioritization
-
Fine Tune
AI Models
-
Answer
Custom
Questions
-
KNOWLEDGE&DATA
AI System of Growth - AI Sales Transformation
Unlock
Internal Data
-
0
PRODUCTIVITY PROFILE BUYERS CUSTOM AI
START
ISDC
+10%
Revenue
+20%
Revenue
>30%
Revenue
PROFILE SELLERS
+20%
Revenue
AI Pipeline
Management
-
Predictive
Playbooks™
NeuralView™ Predictive
Pipeline™
Predictive
Cloud™
5. AI System of Growth Applied
Fortune 500 Sales Transformation - CASE STUDY
Customer Fortune 500 Communications Co.
Goal Increase sales for B2B teams
Reps 203
Locations 2
Time
Frame
9 Months
Baselines 14 Calls/day, 20% Contact Rate
Increase in Revenue
5X ROI … 3 Month payback period28%
10%
20%
Jan Feb Mar Apr May Jun Jul Aug Sep Oct
Closed Won Amount
Productivity
Phase AI Phase
baseline
7. 17.23
24.21
Jan Feb Mar Apr May June July
Efficiency: Avg. Daily Tasks per Rep
13.52
19.92
Jan Feb Mar Apr May June July
Efficiency: Avg. Daily Dials per Rep
27,049
76,963
Jan Feb Mar Apr May June July
Productivity: Total Dials
34,468
93,558
Jan Feb Mar Apr May June July
Productivity: Total Tasks
AI Steps 1 & 2: Business Impact Metrics
+185%+171%
+24% +47%
StartStart
Start Start
T
8. AI Step 3 & 4: Model Breakdown
NV Scores deliver 41% lift against the baseline win rate (call connects) and 88% lift against the
baseline win rate when Reps work the AI recommended records in prioritized order.
8
22
39 31
41
50
82
107
152
1 2 3 4 5 6 7 8 9 10
Preliminary performance
forecasted via back scoring:
March-August 2017
AI Recommended
Zone
11 24
41
63
88
114
130
191
275
1 2 3 4 5 6 7 8 9 10
Preliminary performance
forecasted via back scoring:
March-August 2017
AI Recommended
Zone
Contactibility Closeability
10. 1. Calculate the Odds
to Win (OTW) for each
Dial Bucket
2. Calculate the
Average Deal Size
(ADS) for each Score
Bin
3. Multiply OTW & ADS
for each Score Bin and
Dial Bucket
4. Heat map the
Average Dollar Value
per Dial
AI Step 4: Cadence Analysis
Score Dial 1 Dial 2 Dial 3 Dial 4 Dial 5 Dial 6 Dial 7 Dial 8 Dial 9 Dial 10
0-25% $1.01 $1.02 $1.51 $2.78 $3.09 $1.86 $1.50 $1.41 $0.95 $0.91
26-50% $1.68 $2.69 $3.89 $3.90 $3.58 $4.12 $4.18 $3.01 $3.11 $2.60
51-75% $6.91 $7.71 $7.69 $7.35 $8.75 $8.75 $7.00 $6.52 $6.60 $6.60
76-
100%
$10.02 $10.90 $11.33 $11.04 $9.79 $9.24 $9.15 $7.85 $7.53 $7.30
AI
Recommended
If Reps focus on the top 50% of scores they will realize 5-10X Dollars Per Dial
12. AI Step 4: Current Business Impact
Summary
3.3Months to
Break Even
61%Increased
Pipeline
25%Increased
Deal Size
28%Increased
Revenue
Despite a 17.5% decrease in rep
headcount
How do you navigate the innovation. What is best in class? Are we best in class in terms of AI in the sales organization
So if that is what we do for one customer, imagine all that data across all customers
*Key Point*
we now believe we have critical mass data such that we have profiles matching most types of companies and most types of buyers in the world
Any new customer we add to this mix we can contextualize their data and make meaning of it right away
But we are doing this one company at a time….
Quick overview of what we do
Productivity (and collect data)—this is where we instrument everyone to collect the data we need
AI Optimization of deals
AI Optimization of people
Custom AI
Summary slide:
Objective: Open the black box, show the value of Neuralytics
Read out section:
Are models working – is the data science working
Are Reps using it
Is it making an impact?
Where to go from here?
Still money on the table – is there more value to extract
Roadmap slide
Product vision / future state (profile score, contact data prediction, influence prediction, intent prediction)
Add 7 step slide
Add product vision? “wants to see the future”
This is all the users see—they just think they are using software, but really we are collecting data for AI optimization
Summary slide:
Objective: Open the black box, show the value of Neuralytics
Read out section:
Are models working – is the data science working
Are Reps using it
Is it making an impact?
Where to go from here?
Still money on the table – is there more value to extract
Roadmap slide
Product vision / future state (profile score, contact data prediction, influence prediction, intent prediction)
Add 7 step slide
Add product vision? “wants to see the future”
Summary slide:
Objective: Open the black box, show the value of Neuralytics
Read out section:
Are models working – is the data science working
Are Reps using it
Is it making an impact?
Where to go from here?
Still money on the table – is there more value to extract
Roadmap slide
Product vision / future state (profile score, contact data prediction, influence prediction, intent prediction)
Add 7 step slide
Add product vision? “wants to see the future”
Summary slide:
Objective: Open the black box, show the value of Neuralytics
Read out section:
Are models working – is the data science working
Are Reps using it
Is it making an impact?
Where to go from here?
Still money on the table – is there more value to extract
Roadmap slide
Product vision / future state (profile score, contact data prediction, influence prediction, intent prediction)
Add 7 step slide
Add product vision? “wants to see the future”
Summary slide:
Objective: Open the black box, show the value of Neuralytics
Read out section:
Are models working – is the data science working
Are Reps using it
Is it making an impact?
Where to go from here?
Still money on the table – is there more value to extract
Roadmap slide
Product vision / future state (profile score, contact data prediction, influence prediction, intent prediction)
Add 7 step slide
Add product vision? “wants to see the future”