Guides pratiques

Guides étape par étape pour les workflows de vente assistés par AI. 20 guides disponibles.

5 étapes

How to Cold Call with AI

Master AI-assisted cold calling with real-time talk track suggestions, dynamic objection handling, and automated call scoring. This guide walks you through setting up AI coaching for outbound calls so every dial counts.

cold-callingprospecting
5 étapes

How to Run AI-Powered Discovery Calls

Transform your discovery calls with AI that suggests high-impact questions, detects buying signals, and scores qualification criteria in real time. This guide covers the complete AI-powered discovery workflow.

discoveryqualification
5 étapes

How to Automate Your CRM with AI

Stop wasting time on manual CRM updates. This guide shows you how to connect your CRM to AI-powered automation that logs meetings, updates deals, and enriches contacts — all without lifting a finger anymore.

crmautomation
5 étapes

How to Handle Sales Objections with AI

Never get caught off guard by a prospect objection again. This guide teaches you how to use AI-powered objection handling to deliver confident, proven responses to price, timing, authority, and competitor objections in real time.

objection-handlingclosing
5 étapes

How to Run AI Pipeline Reviews

Upgrade your pipeline reviews with AI that scores deal health, flags at-risk opportunities, and generates accurate forecasts. This guide walks through setting up and running AI-powered pipeline reviews for your sales team.

pipelineforecasting
5 étapes

How to Personalize Sales Emails with AI

Send personalized sales emails at scale without sacrificing quality. This guide shows you how to use AI to generate custom subject lines, opening hooks, value propositions, and follow-up sequences tailored to each prospect.

emailoutreach
5 étapes

How to Prepare for Sales Meetings with AI

Walk into every meeting fully prepared. This guide shows you how AI can research prospects, analyze stakeholders, surface competitive intelligence, and generate personalized talking points — all before the meeting starts.

meeting-prepresearch
6 étapes

How to Build AI Sales Demo Scripts

Deliver demos that close deals. This guide walks you through using AI to create personalized demo scripts with tailored feature highlights, competitive differentiators, and audience-specific talking points for every presentation.

demopresentation
5 étapes

How to Connect Dynamics 365 to AI Meeting Coaching

Connect Microsoft Dynamics 365 to Demodesk for AI-powered meeting coaching and automatic CRM sync. This guide walks through authentication, entity mapping, and activity logging setup for Dynamics 365 users.

crmdynamics
5 étapes

How to Import Dialer Call Recordings for AI Analysis

Bring AI conversational intelligence to your existing phone system. This guide shows how to import call recordings from popular dialers into Demodesk for automated transcription, coaching scorecards, and deal signal extraction.

dialercoaching
4 étapes

How to Enrich Meetings with Prospect Data

Walk into every meeting fully informed. This guide shows how to connect data enrichment providers to automatically pull prospect profiles, company data, and intent signals before every scheduled meeting.

enrichmentmeeting-prep
4 étapes

How to Trigger Sales Sequences from Meeting Outcomes

Close the loop between meetings and follow-up. This guide shows how to automatically trigger sales engagement sequences based on meeting outcomes, ensuring every prospect gets the right follow-up at the right time.

sales-engagementautomation
5 étapes

How to Get AI Coaching on Microsoft Teams Phone Calls

Bring AI sales coaching to your Microsoft Teams Phone system. This guide covers setting up compliance recording, importing call recordings, and enabling real-time coaching for Teams Phone users.

dialerteams
4 étapes

How to Connect Zoho CRM to AI Meeting Intelligence

Connect Zoho CRM to Demodesk for AI-powered meeting coaching and automatic CRM updates. This guide covers authentication, module mapping, and workflow automation for Zoho CRM users.

crmzoho
4 étapes

How to Track Contracts from Meeting to Signature

Close the gap between successful meetings and signed contracts. This guide shows how to connect e-signature platforms to automatically trigger contract workflows from meeting outcomes and track signing progress.

e-signatureclosing
5 étapes

How to Set Up Google Workspace for AI Sales Intelligence

Configure your entire Google Workspace for AI-powered sales intelligence. This guide covers setting up Gmail email tracking, Google Calendar meeting prep, and Google Meet AI coaching — all in one connected workflow.

googlecommunication
5 étapes

How to Connect German Mittelstand CRMs to AI Sales Coaching

German Mittelstand companies can connect their local CRM systems to AI-powered meeting coaching. This guide covers DSGVO-compliant setup for CAS genesisWorld, weclapp, SAP Sales Cloud, and Sage CRM.

crmmittelstanddach
4 étapes

How to Enrich Revenue Forecasts with Meeting Intelligence

Improve your revenue forecast accuracy by enriching predictions with real meeting signals. This guide shows how to connect Clari to Demodesk so meeting engagement, sentiment, and next steps feed directly into your forecast models.

forecastingintelligence
4 étapes

How to Connect European Phone Systems to AI Coaching

European sales teams can bring AI coaching to their local phone systems. This guide covers connecting sipgate, Placetel, NFON, and 3CX with GDPR-compliant call recording import and analysis.

dialereurope
4 étapes

How to Automate Meeting Scheduling and AI Preparation

Automate the entire meeting lifecycle from scheduling to preparation. This guide shows how to connect Calendly or Chili Piper so that every booking triggers AI-powered meeting preparation with prospect research and talking points.

schedulingmeeting-prep