Control AI prompts to help sales teams create on-brand, compliant documents in seconds
Your company is investing big money into custom AI models. But there’s still caution around giving employees direct access to GenAI tools. Even the best-trained AI models can deliver low-quality outputs—if employees don’t know how to prompt them effectively.
That’s where Templafy steps in. We’ve worked closely with our customers to unlock GenAI’s true productivity potential in document creation. By focusing on centralized management and ease of use, we give enterprises the tools they need to keep all AI-generated content on-brand, accurate, and compliant.
For sales teams, that means tailored AI tools that automate document creation, eliminate manual work, and speed up the production of pitch decks and proposals.
In this blog, we’ll reveal six prompts our customers are already using to help sales teams deliver winning client materials, faster.
In this article
How GenAI boosts sales success
According to McKinsey’s State of AI 2024 report, marketing and sales teams are the top adopters of GenAI.
GenAI helps sales teams by automating repetitive tasks, like creating content drafts and finding information faster. GenAI can speed up administrative tasks, allowing customer-facing teams to focus on what matters most: customer interaction.
By embedding AI directly into sales workflows, companies give reps the power to respond faster and more accurately. This builds stronger client relationships and boosts productivity across every sales touchpoint.
AI AND DOC GEN
GenAI you can trust
Rule-based automation meets AI-generated content to give you greater control, confidence, and peace of mind.
Six AI use cases that empower sales teams to create better sales material, faster
What good is a tool if nobody knows how to use it? Templafy puts GenAI directly in employees’ hands, while giving companies centralized control over how, where, and why it’s used.
With Templafy, sales teams can access document automation and AI tools from a single, unified workflow that’s embedded in the tools they already use, like MS Office applications and CRM tools. This means sales reps can quickly generate on-brand, compliant documents, like proposals and pitch decks, without switching apps.
GENAI
6 practical use cases your sales team can start with today
- Responding to RFPs (Requests for Proposals)
- Customer-focused email communication
- Answering product/service questions
- Anonymizing sensitive information
- Creative executive summaries
- Titling slides and paragraphs
1. Respond to RFPs (Requests for Proposals) faster
RFPs help organizations choose the best vendor by asking targeted questions. With Templafy, sales teams can automate responses to common RFP questions, ensuring answers are always accurate, on-brand, and compliant. Templafy’s AI tools pull the latest product, service, and key information directly from company-approved data systems.
Best of all, this feature works across all applications—Word, PowerPoint, Excel—so sales reps can respond confidently without switching tools.
2. Automate and elevate customer emails
Sales teams often send repetitive emails: setting up meetings, following up on next steps, responding to FAQs, and sharing product info. Templafy’s customizable AI prompts speed up these communications while ensuring they stay on-brand.
With tone and style guidelines built in, Templafy ensures emails sound natural. Sales reps can customize prompts to fit their needs, making it easy to send clear, professional, and friendly messages—even at high volumes.
3. Provide fast, accurate product/service answers
Product questions are often complex, and keeping answers accurate as products evolve is no small task. Templafy’s AI prompts pull the latest product info from a centralized database, ensuring responses are always consistent, compliant, and up-to-date.
With tailored prompts for each product line, sales reps can quickly retrieve precise answers across any document or email format, streamlining the knowledge-sharing process.
4. Protect sensitive information in every communication
Sales teams handle sensitive information daily, where mistakes can lead to regulatory issues and loss of customer trust. Templafy’s GenAI tools set up safeguards that scan for critical content, alerting users to review before sending. This helps keep all communications secure and compliant.
5. Craft executive summaries that make an impact
Executive summaries must convey value quickly and professionally. Standard AI can create summaries, but they often lack brand consistency and the right emphasis for decision-makers. Templafy’s centralized AI prompts ensure summaries follow brand guidelines, tone, and style, so every executive summary is impactful and aligns with the company’s voice.
6. Sharpen your titles for powerful presentations
Strong, concise slide titles are key to keeping presentations professional and engaging. Templafy’s AI tools analyze slide content and suggest titles that align with both the topic and brand guidelines, helping teams avoid common pitfalls like lengthy or repetitive titles.
For example, if a sales team is building a proposal, Templafy might suggest titles like “Business Impact & ROI” or “Strategic Roadmap” to keep slides sharp and compelling. With Templafy, presentations become polished and client-ready without the hassle of manual title refinement.
With Templafy’s AI title suggestions, every slide reinforces your message, making presentations that are both captivating and informative.
Slide title best practices:
| Be specific | Clearly show what the audience will learn. |
| Keep it concise | Capture attention quickly. |
| Focus on value | Highlight what the audience gains. |
| Avoid buzzwords | Use simple, effective language. |
It’s time to integrate GenAI into your sales team workflow
Imagine reaching clients faster with on-brand, impactful content—without a complicated setup. Templafy makes it easy to bring GenAI into your workflow with ready-made prompt libraries and templates that fit right into your team’s daily routine.
Our AI tools streamline sales processes, helping your team focus on what matters while ensuring consistency and efficiency. Discover how Templafy empowers your sales team to build trust, protect data, and boost productivity.