What’s arriving now
- Research + briefings generated before every call.
- Live guidance for objection handling and next best action.
- Auto-notes, CRM updates, and follow-up drafts.
- Deal health scoring from calls, emails, and pipeline data.
Guardrails for sales AI
CRM-safe actions: Approvals for field updates and new records.
PII controls: Redact sensitive data; respect recording consent.
Auditability: Logs, transcripts, and versioned prompts.
Quality: Evals for summarization, call notes, and suggested next steps.
How to deploy
- Pick one stage: call prep, notes, or follow-up.
- Instrument logging and approvals; run in shadow mode.
- Train reps on usage and escalation; track quality and CRM hygiene.
- Expand to live guidance and deal intelligence after success.
Impact to expect
- Higher activity per rep; better follow-up consistency.
- Cleaner data for forecasting.
- Shorter cycles via faster prep and guided calls.
AI in B2B sales is about guided reps, not replacing relationships. Deploy with guardrails and measure revenue impact, not novelty.
FAQ
Does this replace reps?
No—AI preps and guides; humans sell and negotiate.
Which CRMs are supported?
Salesforce, HubSpot, and most CRMs with APIs; approvals on risky writes.
How do we measure success?
Activity lift, win rates, cycle times, and forecast accuracy.
What about call recording laws?
Enforce consent prompts, redaction, and retention limits per region.