WOMEN x AI
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WxAI: AI x Sales Roundtable - Driving Revenue in the Age of AI

Dela

In this episode we discuss the transformative impact of AI on sales processes and customer interactions.

Special Guests:

  1. Saumya Bhatnagar – CPO & Co-Founder of Involve.ai, building Jeeva, an agentic sales automation platform; recognized as one of the Top 100 Women in AI
  2. Summer Poletti – Fractional CRO, Founder of Rise of Us, and Host of the Revenue Remix podcast
  3. Amirah Raveneau-Bey – Founder of Grow, Scale, Develop; Fractional Advisor, Executive Coach, and Speaker with 25+ years in FinTech, real estate, and startups


Host: Jenny Kay Pollock Cofounder & Co-CEO WxAI


We explore how AI is reshaping the sales landscape, enhancing human connections, and automating time-consuming tasks. The conversation highlights the importance of integrating AI tools into sales strategies while maintaining a human touch and understanding customer journeys.

The guests share insights on the future of sales, the role of automation, and the necessary guardrails for using AI responsibly


Takeaways

  • AI is a competitive necessity in sales.
  • Human relationships remain fundamental in sales, even with AI.
  • AI helps sales reps prepare better for meetings.
  • Automation allows sales reps to focus on building connections.
  • AI can enhance the customer journey by providing insights.
  • Sales reps can leverage AI to ask better questions.
  • AI tools can help shorten the sales cycle.
  • Recording calls can provide valuable insights for sales reps.
  • AI should be used with caution due to potential inaccuracies.
  • Understanding customer journeys is crucial for effective sales.


Resources & Mentions

🤖 AI Tools & Platforms

  • Fathom – AI-powered meeting notes and call summaries

  • Otter – Transcription and AI notetaking for calls and meetings

  • Granola – AI meeting assistant Jenny used during the recording

  • Riverside – Podcast recording platform with AI-generated show notes

  • Jeeva.ai – Agentic sales automation platform co-founded by Saumya

  • Cast Magic – AI tool for turning call recordings into notes, emails, and follow-ups

  • Cloud Desktops MCP – Secure desktop solution for hosting custom GPTs (mentioned by Summer)

  • Andi – AI-powered search and workflows (Amirah referenced for sales templates)

  • Cursor – AI coding assistant with ChatGPT-5 integration


📚 Newsletters, Podcasts, & Learning Resources

  • Journal.io – App that turns AI research papers into audio summaries


🌟 Non-AI Recommendations


Chapters

00:00 Introduction to AI and Sales

04:03 The Importance of AI in Sales

09:47 AI's Impact on Sales Processes

16:33 Automation in Sales

23:16 Guardrails and Limitations of AI

29:56 Customer Journey and AI

34:28 Lightning Round and Community Engagement

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