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AI-Powered Productivity: Unlocking Sales & Marketing Success with Zoom AI Companion

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Description

 

AI-Powered Productivity – Unlocking Sales & Marketing Success with Zoom AI Companion

Sales and marketing professionals are constantly looking for ways to improve efficiency, enhance customer engagement, and drive better business outcomes. Zoom AI Companion offers a suite of AI-driven tools designed to automate repetitive tasks, generate insights, and streamline workflows. This course provides a practical, non-promotional guide to leveraging AI for meeting summaries, real-time assistance, automated content creation, CRM integration, sales coaching, and more. It includes best practices for prompt engineering, ethical AI use, and optimizing AI-generated outputs to maximize productivity and effectiveness.

This course is not a Zoom commercial, and SMEI does not receive compensation from Zoom for its development. Our goal is to provide unbiased, actionable insights to help professionals integrate AI effectively into their sales and marketing strategies.

Key Learning Outcomes:

✔️ Understand how AI can automate and enhance sales and marketing workflows.

✔️ Learn best practices for using AI responsibly and optimizing AI-generated content.

✔️ Apply AI-driven insights to improve customer interactions, reporting, and sales performance.

What if you could automate meeting notes, generate reports instantly, and get real-time insights to enhance your sales and marketing efforts—all with AI? That’s exactly what Zoom AI Companion enables, and this course will show you how to use it effectively without the hype. This is a practical, non-promotional learning experience designed to help you work smarter, save time, and drive better results.

Register today to gain hands-on strategies for AI-powered productivity! 

Handouts

Best Practices and Use Cases for Zoom AI Companion (127 KB) Available after Registration
Zoom AI Companion Onboarding Available after Registration
FAQs for Zoom AI Companion for Sales and Marketing (112.9 KB) Available after Registration
SMEI AI Vanguards Program Available after Registration
Glossary of Key Terms

Glossary of Key Terms

  • AI Companion: An artificial intelligence-powered tool integrated within a communication platform (like Zoom) designed to assist users with various tasks during and after meetings.
  • Real-time Transcription: The automatic conversion of spoken words into written text as they are being spoken during a meeting.
  • Meeting Summary: A concise overview of the key topics, decisions, and action items discussed during a meeting, automatically generated by the AI.
  • Prompts: Specific questions, instructions, or context provided to the AI to guide its responses or content generation.
  • CRM System (Customer Relationship Management): A software platform used to manage interactions with current and potential customers, organizing and automating sales, marketing, and customer service processes.
  • Sentiment Analysis: The process of identifying and categorizing opinions expressed in a piece of text (e.g., positive, negative, or neutral), used here to understand customer feelings.
  • Training Data: The data used to teach and improve the performance of an AI model. The quality and nature of this data significantly impact the AI's capabilities and potential biases.
  • Bias (in AI): A skew or prejudice in the AI's output that reflects biases present in the training data or the design of the algorithm.
  • Workflow Automation: The use of technology to automate repetitive tasks and processes, streamlining operations and improving efficiency.
  • Generative AI: A type of artificial intelligence that can generate new content, such as text, images, or audio, based on the data it has been trained on.

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