A point of view is what separates an Agentic AI sales execution system from a generic CRM software
When interviewing candidates for a sales position, many elements are considered, including educational success, experience success and references; when subscribing to software, various considerations such as functionality, technology and references are in play.
So how are companies comparing AI agents? The short answer is that companies don't seem to have a way to compare agents. For example, does the AI agent have a point of view or is it generic, such as ChatGPT? How can we measure that aspect of AI agents? On what sales/sales management experience is the agentic AI based?
This lack of a point of view is one of the major failures of traditional CRM systems such as Salesforce or HubSpot. They promise accelerated sales and sales efficiency, but merely deliver a database that requires the customer (or partner) to configure it to drive workflows for specific industries or other objectives.
In other words, traditional CRM systems also do not provide a point of view, preferring, instead, to be vanilla "one size fits all" systems, providing base functionality, without providing guidance and direction. The system should pull the salesperson through the sales cycle, instead of requiring sales enablement to configure the system in an attempt to provide direction for the salesperson.
Because of the inadequacies of traditional CRM systems, specialized add-on systems became prevalent in an effort to bolster the CRM framework in various areas, such as call transcripting, reporting, and sales methodology, to name just a few. Even then, the CRM systems didn't incorporate the data from these other systems to drive sales success; they were just information repositories.
But do these towers of systems truly accelerate sales by providing a point of view? The short answer is no. So is agentic AI the solution? "Yes, but..." is the answer. MOIC's AI-based Pipeline Grader is an agentic AI Sales Execution System based on a philosophy (aka point of view) that the business case method of selling, which prioritizes value over volume of features, truly delivers on the promise of CRM (to accelerate sales and improve sales efficiency).
Coupled with an objective five marker set of observed customer behaviors that leverages more than 100 years of successful sales/sales mnagement/investment experience. Pipeline Grader delivers the promise of agentic AI with a sales methodology that has proven to improve sales forecasting accuracy to a minimum of 90% and scrub longer term pipeline, resulting in maximum salesperson efficiency and the elimination of utilizing multiple systems to drive an upmarket sales process.
Imagine pumping discovery call transcripts, prospect background and company product specifications into a system and being able to leverage it to create an agentic AI-driven customized business case and proposal — all within the span of five minutes. That vision is MOIC Pipeline Grader's reality. If you would like to experience this reality, log into www.moicpartners.com and request a free trial.
