AI Templates - Tutorial

• How to use the Praiz AI Templates?

  What can you do with IA Praiz Templates? Detect information, or an answer to a question, automatically: no need to listen to a call again. Record this information in a Note that will be saved on the Contact/Company/Opportunity sheet in the CRM: no more need to take notes Automatically fill in one or more CRM fields with this information: no need to fill in fields manually. All this automatically, for each call, and without any action on the part of the user 👌 How do I create a TempFeatured

Call Report (CR)

• Call Report - Meeting Summary

  You can Copy/Paste this template to be used in the Praiz Templates feature Agenda Review Briefly mention the meeting's purpose and agenda Main Discussion Points Highlight the most significant topics covered Decisions Made Clearly state any decisions reached during the meeting. Action Items List action items and the responsible partiesFew readers

Sales Frameworks

• 🅱️ BANT (Template)

  You can Copy/Paste this template to be used in the Praiz Templates feature BANT stands for Budget, Authority, Need, Timeframe Budget The budget available to the prospect. Authority Does the other party have the necessary authorisations to conclude the transaction? Need The prospect's needs Timeframe The expected time to complete the saleFew readers

• 🦸🏻 MANACT (Template)

  You can Copy/Paste this template to be used in the Praiz Templates feature Money My prospect's budget Ability Feasibility of the project Need My prospect's needs Authority Decision-maker for the purchase of an external solution Competitor Comparison with one of our competitors Timeline Next steps discussedFew readers

• 🩺 MEDDIC (Template)

  You can Copy/Paste this template to be used in the Praiz Templates feature Painpoint applications Real problem that the company should solve to relieve its own customers' tensions Process The process required to sign off and deploy the solution. Decision process How decisions are made in this company Business Buyer The person who has the power to make key business decisions in the prospective business. Measures The economicFew readers

Recruitment

• Job Interview (Candidate Assessment)

  You can Copy/Paste this template to be used in the Praiz Templates feature Strengths List of the candidate's professional skills directly related to the sought position Description of career path Concise list of the candidate's professional experience, mentioning the name of the company name, job title and a brief sentence summarising this experience Salary expectations Expected salary range by the candidate, in euros, specifying theFew readers