Sales prospecting is the foundation of any successful sales strategy, but it often involves time-consuming research, tedious document analysis, and trial-and-error targeting. AI is here to help.
In this blog post, we’ll explore how you can use AI for sales prospecting in three critical areas: client research, document analysis, and crafting an Ideal Customer Profile (ICP).
Configuring Ninja for Success
Before diving into how to use Ninja AI for sales prospecting, let's look at how to set it up for success. Don't worry, we'll explain how all of these things will help in the following sections.
Activate the SuperAgent : Click the Model Settings button in the bottom right corner of the prompt box and activate the SuperAgent. Depending on your subscription tier, you'll have access to one or more versions of the SuperAgent.
Choose External Models: While you're in the Model Settings Menu, click External Models and, depending on your subscription tier, you can choose up to two external models. If you have favorite models, pick them. If you’ve never used any of these models, just pick two. We’ll talk more about models below.
That's it. Ninja is now configured and ready to provide the best responses to your prompts. Let's look at some of the most common tasks when sales prospecting.
Using AI to Conduct Research
Sales starts with knowing your prospects and their industries. With Ninja AI’s research capabilities, sales professionals can uncover detailed insights that facilitate later steps of the sales process. Using the Research Agent, the SuperAgent, and the External Model Access feature , Ninja AI takes your prospect research to the next level.
To leverage these powerful tools all you need to do is prompt Ninja. Let’s say you work in the outdoor recreation industry and you want to prepare for an annual planning meeting. You might be interested in the latest trends in outdoor winter sports. Simply enter this into the prompt box
/research What are the 2024 trends in outdoor winter recreation in North America.
Notice a few things about my prompt. First, it’s time bound, second it is for a specific location. The more information that you provide in your prompt, the better the response from Ninja. This is true for all AI systems - try to provide as much context or information as you can in your prompt.
Ninja will respond with answers from the Research Agent, the SuperAgent, and the External AI models, all in one interface. Let’s look at each answer and explain how it was created.
Research Agent: The Research Agent, using the Ninja 405B model, creates an in-depth plan based on your prompt. First, it runs multiple internet searches to gather information related to your prompt. Then it searches videos and images that may be related to your prompt. And finally, it sends your prompt to other AI models for additional insights. Finally, it returns a single response and includes citations to all of it’s sources.
External Model Access: Access to multiple AI models lets you compare the results from multiple models in one interface. This lets you identify commonalities and discrepancies among model responses. The comparison helps you develop your own conclusions by understanding where models agree or disagree. If you’d like to learn more about our External Model Access feature please visit this page.
SuperAgent: The SuperAgent is powerful AI system designed to generate better answers than any single model alone. SuperAgent sends your prompt to a mixture of models and then refines the output to deliver more comprehensive, accurate, and helpful answers. The result is a level of quality that stands above traditional single-model approaches.If you’d like to learn more about the SuperAgent, please see this blog post.
This ensures you get the most accurate and comprehensive answers when researching companies, industries, or individuals.
So, in our outdoor recreation example, we have four extremely thorough answers all in one interface. This gives us a lot to think about, which is good. As we've mentioned, the AI is a tool to help you. It's there to quickly give you information and opinions. Ultimately it's up to you to take action on this information.
Now let’s look at a similar topic, analyzing documents using AI.
Simplifying Document Analysis with Ninja AI
Sales often involves analyzing financial documents like annual reports, investor presentations, and spreadsheets. Ninja AI makes this task seamless by letting you upload and process documents directly.
Ninja AI supports a wide range of file types, including PDFs, Excel sheets, and presentations. Once uploaded, Ninja can extract key data points and summarize them into actionable insights. You can then engage Ninja with specific prompts to get answers to your questions.
Here's an example. I’m getting ready for a meeting to discuss changes to the ski industry. I’ve been doing some research about the major ski resort owners and have downloaded the latest quarterly report for Vail Resorts. I’m going to upload this file to Ninja and ask Ninja about any cost cutting measures.
I can follow up my prompt with additional prompts related to this document and Ninja will continue to answer me. It keeps this document in memory which makes it easier for me to get additional insights from Ninja. Remember, the more specific your prompt, the better the answer from Ninja. It’s ok to start with a general question to get started, but as you get more information back from Ninja, and you want to learn more, refine your questions and be more specific.
Crafting an Ideal Customer Profile (ICP) with AI
The last topic we’ll discuss related to sales prospecting is creating an Ideal Customer Profile (ICP). An ICP serves as the foundation of effective sales strategies. Ninja AI makes creating a detailed, data-driven ICP intuitive and impactful. By combining research, analysis, and AI-powered insights, sales professionals can define their target customers with precision.
Creating an ICP can be as simple, or as complicated, as you'd like to make it. But almost every ICP is based on some type of sales data.
Upload raw customer data (e.g., CSV files) to Ninja. The system can identify patterns and shared characteristics within your top-performing segments. Here are a couple of ways to start forming an ICP.
Identify Your Best Customers: Ask Ninja to identify your best customers. Look for customers who generate the most revenue, renew contracts consistently, or exhibit high satisfaction levels. Consider factors like longevity, profitability, and advocacy. Again, creating a clear, precise prompt will help you get the insights you need quickly.
Group Customers by Attributes: Ask Ninja to segment top-performing customers based on characteristics like industry, company size, or geography. For example:
- What industries dominate our top 10% of customers?
- Are there regional trends among our highest spenders?
These customer insights can become the foundation for your ICP.
AI is transforming sales prospecting. By combining cutting-edge research capabilities, responses from multiple AI models, and advanced document analysis tools, Ninja AI equips sales teams with the insights needed to succeed at sales prospecting.
