Sales managers in SMBs are under constant pressure to hit ambitious targets while juggling admin tasks, coaching, and pipeline management. Unfortunately, sales reps often spend more time on updating CRM systems, writing emails, and logging activities than actually selling. The result? Lost productivity, delayed responses to leads, and missed revenue opportunities.
AI can help. By automating repetitive work and providing real-time insights, AI frees your team to focus on what truly matters: building relationships and closing deals. Below we highlight four practical ways to use AI in sales that you can start implementing today.
Reps dread the manual work of typing call notes and updating CRM fields. AI can now handle this automatically. Meeting transcription tools summarize key points, identify next steps, and even update CRM records directly. No more forgotten details or outdated pipelines – your CRM stays clean while your reps focus on selling.
Want to take it a step further? Let the Agent create tasks and reminders so you never miss a deal.
The Challenge: You’re driving back from a client meeting or walking between appointments. You have crucial information fresh in your mind, but by the time you get to your desk, details are fuzzy. Mobile CRM apps are clunky, and typing on your phone takes forever.
Our Solution: A voice-activated AI assistant that updates your CRM through natural conversation – like having a sales admin who’s always available.
The Challenge: You are prepping your next call or visit with a prospect. Researching will cost you a lot of time. You already use AI, but it still feels limited. Your prospects are talking about their challenges online, on LinkedIn or industry forums, but you’d need hours daily to monitor these conversations.
Our Solution: An AI prospecting agent that goes beyond just web research. Take it to the next level and figure out relevant relations and insights from multiple platforms.
The Challenge: Responding to RFPs is often a slow and resource-heavy process. Sales teams can spend days extracting requirements, chasing input from colleagues, and formatting responses.
Our Solution: By automatically analyzing RFP documents, highlighting key requirements, and generating draft answers based on your company’s past proposals and knowledge base, it helps your team focus on strategy instead of admin.
We analyze where AI can save time, reduce costs, or create new value in your processes.
We scope out one or two high-ROI automations to prove value fast.
We build and roll out AI automations with your team, ensuring adoption.
Track results, measure time saved, and expand across teams.
Did any of these use cases inspire you? Or do you have other challenges with your sales team? Contact us to find out how AI for Sales solutions can help your team score even more deals.