The AI for Sales Podcast

Discover how AI-powered voice agents are transforming customer service and sales, empowering enterprises to deliver smarter, more personalized interactions at scale. Alex Levin, CEO of Regal, shares insights into the evolution of voice AI, real-world success stories, and the ethical landscape shaping this revolutionary technology. Key Topics: The shift from email and digital channels to voice AI for customer engagement How AI agents reduce costs and improve customer satisfaction Real-world case studies in healthcare and banking using AI-powered contact centers The impact of AI on jobs in contact centers: challenges and opportunities Future trends: managing AI-human collaboration and ethical considerations The importance of skill development for sales and customer service teams in the AI era Emerging AI tools and technologies driving efficiency and innovation Regulatory and ethical responsibilities of businesses deploying AI solutions Timestamps: 00:00 - Introduction: The rise of voice AI in enterprise customer engagement 00:31 - Alex Levin’s background and the origins of Regal 01:20 - The decline of email outreach and the potential of voice communication 02:12 - Combining AI with CRM systems for personalized customer interactions 03:08 - Use cases across sales, customer service, and operations 03:48 - How AI improves customer experience by reducing wait times and repetition 05:14 - Companies leading in customer service that adopt AI agents 05:43 - Success stories from healthcare and banking sectors 07:19 - Healthcare contact center transformations during peak season 08:42 - How AI aids asset management and revenue growth in banking 10:05 - The growing importance of voice and AI in human collaboration 10:43 - Addressing concerns about job displacement and new job opportunities 13:39 - The evolution of contact center jobs and new roles in AI management 14:41 - The impact of COVID-19 on digital sales channels and future opportunities 15:00 - Internal AI adoption: marketing, sales, and engineering 16:37 - The future of enterprise software management via AI 17:40 - Voice interfaces and the evolution of human-computer communication 18:40 - The training required for effective AI interaction 19:02 - Ethical considerations in AI deployment and regulation 20:20 - The role of companies in establishing ethical standards over government regulation 21:17 - Advice for sales teams on integrating AI tools into daily workflows 22:19 - Skills needed for future-ready sales and customer service professionals 23:17 - Managing expectations and human-AI collaboration 24:15 - Leveraging AI for high-volume outreach and efficiency 25:08 - Legal considerations around AI-driven cold calling and permissions 25:28 - The importance of ethical AI use and personal data security 26:00 - How to connect with Alex Levin and learn more about Regal Resources & Links: Regal.ai Hello at Regal.ai Connect with Alex Levin: LinkedIn Twitter The AI for Sales Podcast is brought to you by BDR.ai, Nooks.ai, and ZoomInfo—the go-to-market intelligence platform that accelerates revenue growth. Skip the forms and website hunting—Chad will connect you directly with the right person at any of these companies. 👉 Visit www.SDR.ai/intro to unlock your direct line.

Discover how integrating joy into your daily tasks can amplify success and how AI tools can help you find clarity in defining your personal and professional goals. Kevin Surace shares practical strategies rooted in his new book, The Joy Success Cycle, and explores how AI can elevate your sales and leadership journey. In this episode: Kevin Surace’s background as a Silicon Valley innovator and patent holder The core concept of the Joy Success Cycle and turning tasks into joy moments How managing your positive quotient can boost productivity and well-being Practical tips on reducing complaints and worries through gamification The influence of mindset and attitude in sales performance and leadership Leveraging AI, especially generative AI, to clarify goals, inspire creativity, and accelerate content creation Strategies to stay curious and embrace change during organizational shifts The importance of defining success personally, beyond monetary measures How AI can automate content summarization, scripting, and idea generation efficiently Tips for new authors: using AI to organize and write your book based on accumulated knowledge Timestamps: 00:00 - Introduction to Kevin Surace and his innovations 01:01 - The significance of the Joy Success Cycle 02:08 - Turning everyday tasks into joy moments 03:43 - Managing your positive quotient and habits for joy 05:09 - The power of the one complaint a day rule 07:14 - Bringing awareness to complaints and worries 08:46 - The joy killers, especially worry and comparison 11:09 - How joy influences career advancement and leadership 12:09 - Deep reflection for aligning goals with passions 15:12 - The role of attitude and positivity in sales 17:09 - Addressing negative influences and joy killers 18:59 - Recognizing unhealthy relationships and setting boundaries 19:45 - Defining success on your own terms 21:36 - Climbing the success ladder with joy and preparation 25:43 - Practical AI integrations for discovery and content creation 28:03 - Using AI to organize podcast content into books 30:37 - The importance of AI in streamlining sales processes The AI for Sales Podcast is brought to you by BDR.ai, Nooks.ai, and ZoomInfo—the go-to-market intelligence platform that accelerates revenue growth. Skip the forms and website hunting—Chad will connect you directly with the right person at any of these companies. 👉 Visit www.SDR.ai/intro to unlock your direct line.

summary In this episode, Vivek Kompella, Director of Data and AI at Informatica, shares insights on how organizations can prepare for and leverage AI, especially in sales. Topics include building an AI strategy, success stories, misconceptions, ethical considerations, and future trends like agentic AI. Key topics AI readiness and organizational alignment Establishing an AI Center of Excellence Success story: AI-driven sales prospecting Misconceptions about AI replacing humans Ethical considerations and responsible AI Emerging AI technologies: agentic and multimodal AI Skills professionals need for AI-augmented work Chapters 00:00 Introduction to AI for Everything 01:03 Preparing for AI Implementation 04:19 Success Stories in AI for Sales 09:37 Misconceptions About AI 12:13 Balancing Automation with Human Touch 16:24 Emerging AI Technologies 20:19 The Importance of Data Context 23:14 Ethics and Responsible AI 26:42 Skills for the AI-Augmented Future Resources Informatica - https://www.informatica.com/ AI for Sales Podcast - https://aiforsales.com/ Vivek Kompella LinkedIn - https://www.linkedin.com/in/vivekkompella/ Guest links LinkedIn - https://www.linkedin.com/in/vivekkompella/ The AI for Sales Podcast is brought to you by BDR.ai, Nooks.ai, and ZoomInfo—the go-to-market intelligence platform that accelerates revenue growth. Skip the forms and website hunting—Chad will connect you directly with the right person at any of these companies. 👉 Visit www.SDR.ai/intro to unlock your direct line.

Eric Bauer, Head of Sales at Origami and builder of AI-assisted prospecting teams. He discusses AI-driven prospecting, human-in-the-loop workflows for targeted list building, ethics and governance in sales AI, creative outreach tactics, and strategies for overcoming internal resistance to automation.

Summary In this conversation, Aydin Mirzaee and Chad Burmeister discuss the common misconceptions surrounding technology adoption, particularly for early adopters. Aydin emphasizes the need for continuous learning and the importance of regularly reassessing one's assumptions about technology. Takeaways The biggest misconception is often held by early adopters. Early adopters may feel disadvantaged due to their initial experiences. It's crucial to retest your assumptions about technology regularly. Technological tools evolve rapidly, requiring ongoing evaluation. Continuous learning is essential in the tech landscape. Assumptions made months ago may no longer hold true. Adapting to new information can lead to better outcomes. Staying updated with technology trends is vital. Engaging with new tools can change previous perceptions. A proactive approach to learning can enhance tech utilization. Chapters 00:00 - Introduction to Aydin Mirzaee and the origins of Fellow AI 02:11 - The evolution of Fellow's name and branding rationale 03:31 - How Fellow AI consolidates meeting tools for sales and internal teams 05:39 - The role of AI in improving customer experiences and insight gathering 06:34 - AI assistant functions in sales calls and organizational insights 08:48 - Broader impacts of AI on scaling company-wide knowledge sharing 09:43 - How AI helps identify untapped opportunities and raises customer engagement 11:18 - The importance of leveraging AI to spend more time talking with customers 13:13 - Personal success stories and applying AI to sales team workflows 14:36 - Challenges in lead attribution, AI's role in improving data collection 17:09 - Building automated workflows post-sales calls for better insights 18:35 - Using AI for sales coaching and dynamic feedback at scale 19:45 - Pivoting startups earlier using AI insights and call analysis 21:38 - Misconceptions around AI progress and testing assumptions frequently 22:08 - The speed of AI development and the importance of ongoing experimentation 23:48 - Future capabilities: AI avatars, virtual assistants, and faster LLMs 27:22 - Ethical considerations: ensuring equitable AI access and responsible use 32:11 - Balancing AI innovation with regulation and ethical oversight 37:11 - Practical advice for organizations on adopting AI responsibly 38:34 - Closing thoughts: the transformative potential of AI in sales and beyond The AI for Sales Podcast is brought to you by BDR.ai, Nooks.ai, and ZoomInfo—the go-to-market intelligence platform that accelerates revenue growth. Skip the forms and website hunting—Chad will connect you directly with the right person at any of these companies. 👉 Visit www.SDR.ai/intro to unlock your direct line.

Summary In this episode of the AI for Sales podcast, host Chad Burmeister speaks with Chirag Kulkarni, co-founder and CEO of Hobbes, about the evolving role of AI in sales and customer experience. They discuss how AI is transforming customer interactions, the balance between automation and human touch, and the misconceptions surrounding AI's capabilities. The conversation also touches on emerging technologies, ethical considerations, and the importance of emotional intelligence in sales. Takeaways AI is shifting from automation to augmenting human capabilities. Customers expect software to simplify their tasks. The human element in sales remains crucial despite AI advancements. AI can resolve issues faster, enhancing customer experience. Finding the right balance between AI and human interaction is essential. Misconceptions about AI's intelligence can lead to unrealistic expectations. Humans possess emotional intelligence that AI cannot replicate. Local AI models are set to revolutionize the industry. Transparency in AI interactions fosters trust with customers. Ethical considerations in AI are becoming increasingly important. Chapters 00:00 Introduction to AI in Sales 02:03 The Evolution of Customer Experience with AI 05:28 AI's Role in Onboarding and Customer Retention 09:10 Misconceptions About AI and Its Capabilities 12:48 Balancing AI Automation with Human Touch 16:38 Emerging Technologies in AI 20:09 Ethical Considerations in AI The AI for Sales Podcast is brought to you by BDR.ai, Nooks.ai, and ZoomInfo—the go-to-market intelligence platform that accelerates revenue growth. Skip the forms and website hunting—Chad will connect you directly with the right person at any of these companies. 👉 Visit www.SDR.ai/intro to unlock your direct line.

Summary In this conversation, Matthew Whyatt discusses the changing landscape of buyer engagement and the critical role of marketing in building trust and reputation. He emphasizes the need for sales professionals to adapt to these changes by enhancing their training and ability to build rapport quickly. The discussion highlights the importance of aligning marketing and sales efforts to effectively navigate the buyer's journey and ultimately drive business growth. Takeaways The last thing most buyers want to do today is engage with a salesperson. Buyers engage with the 'messy middle' of the customer journey. Building trust is essential for business growth. Sales individuals need higher levels of training today. Rapport must be built quickly, often in one call. Marketing activities must align with sales efforts. Brand positioning is influenced by marketing activities. Reputation building is crucial in the buyer's journey. Sales and marketing alignment is key to success. Asking for the money is a critical step in the sales process. Chapters 00:00 Introduction to AI in Sales 00:55 Authenticity in AI and Sales The AI for Sales Podcast is brought to you by BDR.ai, Nooks.ai, and ZoomInfo—the go-to-market intelligence platform that accelerates revenue growth. Skip the forms and website hunting—Chad will connect you directly with the right person at any of these companies. 👉 Visit www.SDR.ai/intro to unlock your direct line.

Arvind Murali, co-founder and Chief Data Officer at DataColor AI, is a data and AI strategist with two decades helping enterprises build trusted, responsible AI. He breaks down the three pillars of AI: value, trust, and scale. They explore AI-driven customer experience gains, human-plus-AI augmentation over replacement, emerging voice and agentic tech, and the ethics and governance needed for safe adoption.

Summary In this conversation, Chad Burmeister interviews Michelle Donnelly, Chief Revenue Officer at Crescendo, discussing the transformative impact of AI on customer experience. They explore how Crescendo's AI-native platform enhances customer interactions, the integration of human agents, and the efficiency gains from AI implementation. Michelle shares insights on industry applications, ethical considerations, and the future of AI in sales, emphasizing the importance of human touch in customer service. Takeaways Crescendo has achieved $100 million in AI ARR in just two years. AI chatbots can accurately handle 98% of customer inquiries. The integration of AI and human agents enhances customer experience. AI can transform customer service into a profit center. Speed and efficiency are critical in customer interactions. AI can provide insights that improve product offerings. Companies can achieve significant cost savings with AI implementation. The human touch remains essential in customer service. AI can help new sales hires become productive faster. Ethical considerations in AI deployment are crucial for customer trust. Chapters 00:00 Introduction to Crescendo and AI in Customer Experience 02:49 Transforming Customer Experience with AI 06:00 Industry Applications of AI in Customer Service 10:55 The Role of AI in Enhancing Human Agents 16:26 Efficiency Gains and ROI from AI Implementation 18:43 The Future of AI in Sales and Customer Interaction 22:12 Ethical Considerations in AI Deployment 24:29 The Future of Physical AI Agents 26:57 Skills for the Future Sales Workforce The AI for Sales Podcast is brought to you by BDR.ai, Nooks.ai, and ZoomInfo—the go-to-market intelligence platform that accelerates revenue growth. Skip the forms and website hunting—Chad will connect you directly with the right person at any of these companies. 👉 Visit www.SDR.ai/intro to unlock your direct line.

R.A. Wilson, author and founder of Writers Forge who trains AI to match an author’s voice. He explores AI’s role in shortening research cycles and personalizing marketing. He describes training models as nonstop collaborators for book writing. He warns against seeing AI as a cure-all and stresses keeping human feeling and ethics in automated workflows.