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Writer's pictureLizzie Chapman

The Future of Sales Conversation: Prescriptive Winn(AI)ing Process

Today, we’re recapping our episode with Eldad Postan-Koren, CEO of WinnAI, an innovative platform designed to streamline sales operations by automating CRM data management and enhancing sales team efficiency.


Listen to the Podcast as we explore WinnAI's GTM, getting unexpectedly large funding and product roadmap. See highlights from the conversation below.  


Sales Pitch & Founder Story: A Seamless Sales Experience

Eldad introduced WinnAI as a real-time assistant designed to free sales teams from administrative tasks such as updating CRMs, taking notes, and managing follow-ups. This tool aligns with sales best practices to ensure team cohesion. His journey to founding WinnAI stemmed from diverse experiences in the Israeli Navy and social entrepreneurship, culminating in a sales role that revealed the inefficiencies plaguing sales processes.


Capital Round: Fueling Growth

WinnAI secured an initial funding round of $5 million in November 2021 from S Capital, followed by a power seed round from Insight Partners, aimed at developing their product and expanding their operational capabilities, setting the foundation for continued innovation in sales automation. Hear Eldad share more about the perfect timing of this investing:


Go-to-Market Strategy: Focused on Efficiency

WinnAI’s go-to-market strategy is sharply focused on addressing inefficiencies in sales processes. They target B2B companies burdened by cumbersome administrative tasks in sales, offering a tool that not only simplifies but also automates the updating and handling of CRM data. Their market entry focuses on businesses that value efficiency and are looking for scalable solutions to enhance their sales operations. The main GTM strategies for WinnAI have been inbound and outbound sales and Eldad shares why he believe founder-led sales is so important:


Demo Round: Demonstrating Value

Eldad demonstrated how WinnAI integrates seamlessly with existing CRM systems like Hubspot & Salesforce, to capture and update sales data in real-time, thereby reducing the time sales teams spend on manual data entry and increasing their focus on actual sales activities. It’s a seamless product that fits into the sales person's existing tool set and translates what’s happening during sales calls into automated notes and CRM inputs, check out the full demo:


Product Roadmap: Expanding Capabilities

WinnAI’s future plans include enhancing its platform with advanced features that further automate and streamline sales processes. The roadmap focuses on developing deeper integrations with major CRM systems and introducing new tools that facilitate more robust data-driven decision-making within sales teams. Key upcoming features like real time cue cards about the product, objection handling or similar existing customers and relevant case studies are all designed to minimize the operational overhead for sales reps and managers and enable more effective sales motions.


Kudos to the Industry

Eldad acknowledged several innovative companies making significant contributions to sales technology:

  • Zapier: For its capabilities in automating workflows and connecting disparate applications seamlessly.

  • Slack: For enhancing team communications, which integrates smoothly with other sales tools.

  • Trello: For its effective task and project management tools that support sales teams in staying organized.

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