Streamline Your Sales Presentations and Rebate Processing

Streamline Your Sales Presentations and Rebate Processing with David Zhao

Most CRMs are great at helping you run your business but their sales presentations and process leave much to be desired. Pika (www.withpika.com) is using AI to help solve that problem.

They are also automating your entire rebate submission & payment process.

Joining me today is co-founder of Pika, David Zhao.

Pika is building the next-generation sales platform for home services contractors. Before starting Pika, David was an AI researcher at Microsoft, Stanford and the VA, and led product management for utility services at Google.

David and Paul talk about:

  • The importance of competing on value instead of price.
  • Where AI is helpful and not helpful during the sales process.
  • Where does AI fall short in the trades.
  • How do we deal with different buyers demographics when it comes to leveraging technology.
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