SURVEYS + DEEP DIVE
3 Surveys
132 Participants
July-August, 2024
US + India Users
30+ States
English Speaking
Sales and Service Roles
50-5000+ Employees
25-74 Years Old
46% Males
54% Females
IC or Manager Only
01
What is your role and title at your company?
What is your role and title at your company?
Distribution of Participant Roles And Titles
Distribution of Participant Roles And Titles
Identified as direct Customer Sales roles
Identified as direct Customer Sales roles
02
When preparing for sales meetings or calls with customers, how prepared do you typically feel?
When preparing for sales meetings or calls with customers, how prepared do you typically feel?
Levels of Preparedness For Sales Meeting or Calls
Levels of Preparedness For Sales Meeting or Calls
Said they’re Not Fully Prepared for meetings.
Said they’re Not Fully Prepared for meetings.
03
How much total time do you spend preparing (on-average) in advance of a customer meeting or call?
How much total time do you spend preparing (on-average) in advance of a customer meeting or call?
Time Spent Preparing for Customer Meetings or Calls
Time Spent Preparing for Customer Meetings or Calls
Spent Multiple hours preparing for meetings.
Spent Multiple hours preparing for meetings.
04
When preparing for upcoming sales/service meetings or calls with customers, what tools do you use?
When preparing for upcoming sales/service meetings or calls with customers, what tools do you use?
Tools Used For Preparing Sales/Service Calls and Meetings
Tools Used For Preparing Sales/Service Calls and Meetings
Use 3 or more tedious antiquated tools to prepare.
Use 3 or more tedious antiquated tools to prepare.
05
When preparing for upcoming sales calls what is MISSING from your CRM data you need?
When preparing for upcoming sales calls what is MISSING from your CRM data you need?
Missing Information from CRM Data Needed for Sales Calls
Missing Information from CRM Data Needed for Sales Calls
Users are Missing Notes from meetings.
Users are Missing Notes from meetings.
06
When on sales calls with customers and they ask a question, how easy or difficult is it to find the right information you need in the moment?
When on sales calls with customers and they ask a question, how easy or difficult is it to find the right information you need in the moment?
Ease of Finding Information During Sales Calls
Ease of Finding Information During Sales Calls
Users don’t find it very easy to find information when preparing for a meeting.
Users don’t find it very easy to find information when preparing for a meeting.
07
What are some surprising questions you have been asked in the last 60 days that you wish you had information at your fingertips?
What are some surprising questions you have been asked in the last 60 days that you wish you had information at your fingertips?
Common Themes In Surprising Questions From Customers
Common Themes In Surprising Questions From Customers
Mentioned Pricing and Discounts.
Mentioned Pricing and Discounts.
08
Do you use Generative AI tools like ChatGPT, Gemini, you.com, Perplexity, or similar tools now to help you prepare for calls/meetings?
Do you use Generative AI tools like ChatGPT, Gemini, you.com, Perplexity, or similar tools now to help you prepare for calls/meetings?
Usage and Perception of Generative AI Tools
Usage and Perception of Generative AI Tools
Users Recognize, or Regular Use Gen AI Products.
Users Recognize, or Regular Use Gen AI Products.
09
If a new Generative AI tool could provide all the information you need and combine the features of the tools you mentioned earlier, how likely would you be to use it for preparing your next meeting?
If a new Generative AI tool could provide all the information you need and combine the features of the tools you mentioned earlier, how likely would you be to use it for preparing your next meeting?
Likelihood of Using a New Generative AI Tool For Meetings
Likelihood of Using a New Generative AI Tool For Meetings
