Numerous companies have started integrating AI into their operations, particularly within the sales process. In this context, I refer to the typical medium- to long-term sales cycles that are common in B2B enterprises. Throughout the entire chain—from Business Development and Bidding to Delivery—there are several tools designed to assist the sales process and significantly reduce manual tasks.
Too many tools
As an individual or as a business, you may have wondered which tools would be most beneficial for your company and what criteria to use when choosing between them. This inquiry likely led you to comparison websites that evaluate various tools and their features. If you haven’t explored this yet, we have already conducted a thorough analysis on the topic.
What have we learned from this? Firstly, that there is an abundance of tools available, each with varying reputations and qualities. As you might expect, conducting this research is not a straightforward task.
Additionally, it raises further questions. For instance: which features are most crucial for my sales process at this time? Should I focus on support for analyzing RFPs by identifying potential red flags, pitfalls, and risks? Is it essential for the tool to help in qualifying opportunities? What about facilitating collaboration—how important is that and in what way should it be supported?
Or should I more be looking for a product that can respond to Questionnaires? The tool would then have to use our own content, but how would it integrate? Or would I rather look for an agent that generates responses to RFPs received? And if so, would the tool be able to handle technical content? Preferably suited for my specific industry?
When considering tools beyond just RFP responses, should they also have the capability to create proposals independently, without a formal request?
Additional requirements
You may even find yourself searching for solutions that can support the entire sales cycle across its various stages, enabling collaboration among diverse sales teams. Naturally, you understand that you must start at a specific point in the sales process and can’t tackle everything simultaneously. However, it’s important to have the flexibility to expand and enhance your tools throughout the sales cycle as you gain experience. This means you’ll likely want assurance that the tool vendor will remain operational for a reasonable duration so that you won’t face challenges migrating when they discontinue support or go out of business.
Consequently, you begin exploring insights from analysts regarding the tool. You assess its performance history, gather feedback from references, evaluate its affordability, consider how to integrate it with your current infrastructure, and determine the training required for your staff to use it effectively. Most importantly, you focus on ways to enhance the tool’s results over time as your team gains expertise and the tool accumulates knowledge about your organization.
At Moonshot Lab, we’ve tested numerous tools ourselves and can confidently say that we were quite often pleased with the outcomes. However, we understand that we’re still a long way from endorsing one tool over another for every type of business. That said, we did collect valuable insights into what has been effective for us and what could potentially be beneficial for you in your unique circumstances. We are eager to continue learning and gaining more experience and understanding by sharing our insights with you.
Would you like to try for free?
Therefore, we are reaching out to anyone who dares to co-invest in this research. We will invest our expertise and time; you will invest yours. We will send you no invoice for our efforts and will support you in your search for a best solution. In return, we expect from you that you’ll grant us the sufficient rights to whatever insights may evolve from our joint investigation. We also want to carry on. Of course, your privacy and IP will be respected. We’ll sign a non-disclosure agreement upfront that protects your content, including your customer materials. And of course sign a Data Processing Agreement, if required.
So, if you’re a mid-size company of less than approx. 250 employees and you’re looking for a partner that wants to join you in your search efforts, feel free to contact us. Let’s discuss what you’re looking for and how we may help: free of cost. If our expertise and approach fits your requirements and your quest aligns with our research interests, we’re happy to collaborate.
