The entire world is talking about AI (artificial intelligence) on repeat.  The same vendors touting the “future of agentic” with scant real-world details. Solopreneurs claiming to have developed enterprise-grade software in 48 hours.

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Great. How can AI help your business?

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Everpeak is using AI every day for itself and clients in both sophisticated - and in very simple - ways.  Below are real-world examples for you to utilize or with which you can at least start the conversation. All tools below have a free version unless otherwise noted.

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• Research
  • Tool: Perplexity
  • Different AI tools are better for different needs, and Perplexity is great for company research. Click this link  where we’ve queried: “Everpeak: how many employees do they have and what do they do? Who are their top 3 competitors, what do each of them do, and how many employees do they have?” Now, copy that and put in the name of a company that you’d like to sell to.
  • For our own process, Everpeak has an entire research process with memorized ICP (ideal customer profile) details encoded in a single link.  Imagine just 60 seconds needed before a call to get everyone aligned around the prospect and their business.

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• Intent Signals
  • Tool: Bombora (paid only)
  • Surfaces buying signals. Triggers workflows, alerts, or tailored messaging based on account-level intent. Intent signals are not anything new as all the data providers - Zoominfo, Apollo, HGI, etc - claim to have it.  But it’s a black box until you actually test it, and Bombora is doing something special.

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• Data Enrichment
  • Tool: Clay
  • This has become our new outbound and data enrichment tool of choice.  For data enrichment, it enhances leads/accounts with firmographic, technographic, and behavioral data. Enables lead routing, segmentation, and prioritization based on intent signals. It's basically bringing the data into your email and outreach methods (not unlike Apollo), but making it really simple and with agentic AI (aka "Claygents") bullt into the workflow.

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• Deal Management & Review
  • Tool: Claude
  • Revenue leaders are using AI to pull deal information from the opportunity record and analyze it based on criteria for Stages. This workflow can then recommend what is missing and what information the AE still needs to gather for a "healthy" deal.
  • To do this, you need 1) a pipeline with good data, 2) a sales process with clear criteria, and 3) calls and meeting notes transcribed.  There are a number of tools to do this last piece - Gemini, Fireflies, Gong, Otter, etc.

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• Training & User Guides
  • Tool: Google’s NotebookLM
  • This could possibly be the most under-rated AI tool on the market.  Imagine taking every training document in your company, adding in publicly available documents that are relevant (i.e. youtube videos), and then putting an an AI LLM (Language Learning Model) on top.  Voila!  That’s Google NotebookLM.
  • Everpeak is often brought in to optimize CRMs and tech integrations. There is almost never good User Guides.  For customers who want it, Google NotebookLM takes it from a simple pdf to robust knowledgebase.  Just ask a question like, “How do I import a Lead?” and you get an answer perfectly tailored for your organization.

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This is the tip of the iceberg - but it's a really, really big iceberg. AI is both terrifying and exciting, but we promise, it can help any sized organization immediately.  

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It’s not the future - we’re there.

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