AI-powered Sales Flow

AI-powered Sales Flow

Built for

Built for

Built with

Built with

Overview

Overview

I built a Sales CRM, an AI sales call summarizer, and scraped 400+ sales leads for ALOE's SaaS sales.

I built a Sales CRM, an AI sales call summarizer, and scraped 400+ sales leads for ALOE's SaaS sales.

Key skills

Key skills

AI & No-code

AI & No-code

AI & No-code

AI & No-code

AI & No-code

Product Management

Product Management

Product Management

Product Management

Product Management

Dates

Dates

Aug 1, 2024

-

Aug 11, 2024

Industry

Industry

Hospitality

Hospitality

Challenges

Challenges

ALOE's sales operations were facing several challenges:

  • Sales teams lacked a centralized system for tracking and managing leads, resulting in inefficient workflows and missed opportunities.

  • Sales call notes and follow-ups were being handled manually, leading to inconsistencies in communication and task management.

  • The company needed to streamline its lead generation efforts for cold-calling and email campaigns but lacked the tools to automate the process effectively.


Actions

Actions

To address these issues, I developed a suite of applications to optimize ALOE’s sales operations:

  • Sales CRM: Built ALOE's first CRM system, centralizing lead tracking and management to ensure that all leads were captured and efficiently managed by the sales team.

  • AI-Powered Transcription Tool: Developed an AI-powered tool to automatically transcribe sales calls sent to a designated email, log them into the CRM, and notify the team via Discord for immediate follow-up.

  • Lead Generation Automation: Scraped over 400 SaaS leads using a no-code web scraper, providing a database of contacts for cold-calling and email campaigns, significantly boosting lead generation efforts.


Results

Results

1

Sales CRM with AI call summerizer

1

Sales CRM with AI call summerizer

400+

sales leads scraped without coding

400+

sales leads scraped without coding