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Strategic selling at scale with Pocus AI Strategy

How GTM professionals from Canva, Monday.com, Sourcegraph, and more are using Pocus AI Strategy to hit their revenue goals

Meredith McManus
November 19, 2024
Strategic selling at scale with Pocus AI Strategy

If you’re a sales rep who’s feeling the pressure to hit quota, you’re not alone. The market has been challenging for the last several years, and the old methods that “always worked” now just don’t cut it. You may have been told sales is a numbers game and the best strategy is to smile-and-dial. The reality is, the game has changed.

In tighter, more competitive markets, the reps who win are the ones who get strategic. Doing surface-level research or responding to one signal like “saw your recent funding round” is not how you build value with customers. 

The best reps do deep account research by reading 10Ks, finding news articles, listening to podcasts, and more to write compelling outreach or prep for calls. They’re coming ready with a POV on how their products can help solve real problems that are priorities. Consultative sales or solution selling is incredibly effective. There’s just one downside: it takes a ton of time and manual effort.

What if you could speed up the process? Unlock access to hours of research in seconds with just a couple of clicks? With Pocus AI Strategy you can.

What is Pocus AI Strategy?

Pocus AI Strategy is purpose-built for sales reps to help prioritize, prospect, and engage with accounts faster and more strategically. 

While a lot of AI tools claim to be game changers, Pocus AI Strategy is focused on results, not hype. We use AI where it’s most effective: speeding up the recurring, tedious work of prospecting and research so you can focus on the human side of sales. 

AI Strategy provides account and person-level insights for all of your target prospects. In seconds you get actionable insights on a company’s top priorities and initiatives, information on how your products can help, direction on who to reach out to at the account, and help writing your outreach. You can even chat with Pocus AI to get more information. 

With our Chrome extension, AI Strategy can be used wherever you already work, including your favorite tools like Salesforce, LinkedIn, Salesloft, Gong, and more. 

Pocus AI Strategy isn’t a generic LLM serving you the same information as everyone else. It’s a custom-built model that takes your company, products, and enablement into account, incorporating your information into its suggestions and strategy. 

Making every rep a 10x seller

Since launching in beta, hundreds of reps have added Pocus AI Strategy to their sales process and super-charged their efficiency. The ability to get rich account insights in seconds gives them a leg up on the competition in a crowded market in 3 key ways:

1/Reps can stand out in a noisy inbox full of generic spray-and-pray outbound from humans or AI SDRs. With so few sellers taking the time to research before reaching out, the messages reps send using AI Strategy help establish authority - one of the keys to success using our WARM outbound principles!  

2/ Reps are more strategic and prepared for meetings. Reps who use AI Strategy come prepared with a strategic POV for every prospect conversation. They get a detailed breakdown of how their products can support each account’s unique priorities that they can use to build value throughout the sales cycle. 

3/ Reps are able to move faster, with more efficiency. No rep likes getting on a call completely cold, but the reality is there often just isn’t time to dig through dozens of tabs to read 10ks and blog posts or listen to podcasts with company leaders. AI Strategy gives you all of that info with a click so you can jump from account to account fully prepped with less manual effort.

Sales teams love Pocus AI 

Instead of telling you just how transformative Pocus AI can be, we thought you should hear directly from reps who’ve experienced the value. We recently caught up with five GTM professionals who have been using Pocus AI Account Strategy to hear more about how it’s helped them hit their revenue goals.

Sean Tolbert, Enterprise BDR - Canva

Sean is able to move faster and build strong customer relationships with Pocus AI Strategy. Whether prepping for a call or creating customized outbound messaging, Sean always has the information he needs with a few clicks. Having relevant information for every account has helped Sean build deeper customer relationships. 

“AI Strategy helps me have more relevant customer conversations. Last week I sat down with a customer, and because I checked the Pocus AI Strategy tab, I knew their most recent project had received funding and was moving forward. I was able to mention that at the top of my call and spend a few minutes talking about the impact that they're having through their work.
I could tell my customer was delighted that I understood what was important for the organization and that I had taken the time to understand what's top of mind for their business.”

Channing Berry, Strategic Account Executive - Branch

As a Strategic AE, Channing is often involved in long sales cycles that kick off with cold outreach. One of the most effective ways to break into those accounts is by leading with a POV on how Branch can solve major challenges for a prospect. Pocus AI helps Channing generate that messaging with a click. The result isn’t just a more efficient outbound process; Channing also sees a meaningful impact on the response to his outreach. Prospects are more likely to engage when the value of Branch has already been demonstrated to them.  

“AI Strategy’s messaging isn’t random. It’s not general. It’s information that’s relevant to your specific target. The biggest success has been in response rates because you validated that you can help, you understand their business and outcomes, and you understand what they’re looking for.”

Marren Collier, Business Development Representative - Sourcegraph

Marren has got focus account research down to a science. She kicks off her workflow by opening Pocus AI in LinkedIn to research freemium users and identify opportunities to move upmarket. Marren then uses Pocus AI to generate outbound messages and complete deep dive worksheets to share with her AE. 

Before Pocus AI, Marren could only spend time on deep research for a handful of her accounts. Now with Pocus AI she can scale this best practice across all of her accounts, so every account gets a strategic touchpoint. Like a true 10x seller, Marren is now able to include mentions of prospects’ specific initiatives in her outbound messages securing more meetings, including a call with a top food service delivery company. 

Tyler Larson, Sales Development Manager - Monte Carlo 

Tyler has found that Pocus AI Strategy helps “tremendously” with speed to insights on a company. Rather than spending hours preparing, AEs are able to get detailed notes in seconds before heading into a call. Pocus AI helps reps craft a strategic POV on how Monte Carlo’s product offerings fit with a prospect's priorities. 

“Pocus AI has sped up our outreach and account research. All the insights are super beneficial for providing Account Executives with detailed notes before they head into a call.”

Reps at Monte Carlo also speed up their workflows with automated email generation. Most tools can generate generic automated emails based on generic insights. Pocus AI is tailored to your business and can generate compelling messaging based on your unique value props.

Victoria Burnett, Sr. Customer Success Manager - Monday.com

Victoria uses Pocus AI Strategy for all kinds of customer calls, from kicking off with new clients to preparing for executive business reviews (EBRs). The research into her customers’ priorities and top competitors that normally took “hours of online research and article reading” is now ready in seconds. She’s also instantly equipped to have conversations with clients about their strategic initiatives without having to dig through notes and toggle between multiple tabs. 

“I recently used Pocus AI Strategy to prepare for a few executive business reviews and understand some of the strategic objectives for my clients. Using that information, I’m able to frame the goals that we want to work on around their top priorities in 2025.”

Ready to see Pocus AI Strategy in action?

In a challenging sales environment, the reps who come out on top are the ones who leverage strategic tools to work smarter, not harder. Pocus AI Strategy provides sales teams with a significant advantage by unlocking unique account insights and intelligence in seconds. 

Save hours a week on research and create a team of strategic value-sellers. 

Try a 14-day free trial to see for yourself. Sign up to get started.

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Meredith McManus
Content + Product Marketing at Pocus
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