AI in sales and marketing – Artificial intelligence in the matelso platform

AI in sales and marketing: Modern marketing and sales communication requires fast, precise and helpful reactions and responses to incoming inquiries – especially in B2B environments. This is precisely where the AI features of the matelso platform come into play – in communication with customers. Through automation, smart processing of conversation content and innovative technology, AI optimizes the flow of sales and service conversations. This enables companies to build greater intelligence in sales and generate measurable results with the help of AI..

• AI for smart customer communication
• Automated classifications based on text content
• Speech-2-Text for automated transcriptions
• Good words/bad words for analyzing key terms
• Text aggregation for a clear summary
• The advantages of matelso AI features at a glance
• AI from matelso as a success factor in customer communication
• Use AI in sales and marketing? Why should you choose matelso?

The AI-supported functions of the matelso platform create real added value for sales, marketing and customer service – especially in the area of lead management. They go far beyond simple automation and tackle the key challenges: fast response times, quality of conversations and leads and clear structuring of information. With intelligent tools such as automated classification, Speech-2-Text, the Good Words/Bad Words feature and text aggregation, matelso ensures that teams work more efficiently and customers have an even better experience. Below you can see how each feature works in detail and the benefits they offer.

The automatic classification in the matelso platform analyzes every incoming request via contact form or email based on its content. The supporting AI then assigns the respective text conversation to a specific, meaningful class – such as “offer”, “contract” or “appointment” – using a predefined matrix of different groups of terms. This classification is already available to the consultant or salesperson before they respond to the inquiry or follow-up call, so that they can respond in a more targeted manner. This saves time and ensures that inquiries are answered faster and better.

• Enables a targeted response to the request and better personalization
• Increases efficiency and quality in sales and service
• Increases customer satisfaction

Example:
A customer fills out a contact form on a website, asks a question about a specific product and also directly requests an appointment. By analysing the text content, the use of artificial intelligence makes it possible to immediately recognize that this is a promising inquiry, which is marked accordingly with the classification “appointment”. The accepting sales specialist can see this at first glance and can prepare everything necessary for a follow-up call – without losing any time. As a result, the customer receives a quick and targeted response.

The highlight of an implementation: the whole system is fully GDPR-compliant, as only the audio stream of the employee is recorded and serves as the basis for the transcript. It is therefore not necessary to obtain additional consent from callers, as no direct personal customer data is required. The amount of data is also kept within limits.

• Automatic documentation of conversations
• Quick follow-up and easy analysis
• Increases transparency and quality in sales and customer service

Example:
The use of AI enables the following: A support employee has a lengthy telephone conversation with a customer who is describing technical problems. Thanks to the Speech-2-Text application, the entire conversation can be reviewed as text afterwards and checked for important statements. This allows the employee to document whether all critical points were discussed during the call and whether the customer received a valuable solution.

This function also offers optimization possibilities for sales: based on the evaluation of the transcripts, conversation strategies can be adapted or new customer requirements predicted – this has a direct impact on customer loyalty and the prediction of customer behaviour.

The Good words/bad words application (a kind of black/white list) is used to track and evaluate certain defined terms in conversations – in calls, chats and mails. The AI highlights valuable terms (good words) and critical terms (bad words) and thus provides helpful insights to improve conversational behavior and strategy in sales conversations.

• Visualization of positive and negative conversations
• Quickly recognize the direction of a sales pitch
• Training and improvement of sales talks and strategies

With the artificial intelligence function text aggregation, the matelso platform concisely summarizes the content of individual emails or contact forms. As a result, the specific content of these inquiries is then available to the sales employee in text form, clearly summarized in one or two sentences. Employees can then use this content to respond efficiently and individually to the customer – and thus positively shape customer relationships.

Advantages of text aggregation:

• Clear overview and structuring of text content from contact forms or emails
• Time saving thanks to clear summary of content
• Improved quality of responses and follow-up calls through concise information and strong personalization

• Faster response times: Customer inquiries are analyzed and forwarded in real time without having to wait for manual processing.
• Optimized conversation management: By automatically evaluating the choice of words, sales and service employees can see directly how their conversations are coming across and improve them in a targeted manner.
• Efficient documentation and follow-up: Transcriptions make it easy to access the content of conversations and quickly understand important points.

The use of artificial intelligence in the matelso platform is not just a technical aid, but a targeted tool that measurably improves sales, marketing and customer service. From automatic classification to concise summaries – the integration of AI creates structures that simplify day-to-day work, sustainably increase customer satisfaction and, last but not least, directly contribute to sales success – and ensure the future of sales.

In combination with automation tools such as Make or Zapier matelso software solutions can make the work of marketing managers and sales specialists much easier – all within a single platform.