Using AI For Sales (Benefits, Use Cases & Tools)

Using AI For Sales (Benefits, Use Cases & Tools)

AI for Sales boosts revenue and closes deals faster. Learn benefits, tools, and uses. Start improving your sales process today.

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Sales can be challenging. Even with a strong product, market, and team, closing deals can take time and effort. But what if you could make the process easier and faster? AI for Sales tools can help you do just that. This article will introduce you to the benefits, use cases, and tools behind AI for Sales so you can boost your revenue and hit your targets with less stress.
As you’ll see, Aomni’s website technology checker can help you get started on the right foot. This tool analyzes your current website technology to see if any tools can help you improve your sales process and performance.

What is AI For Sales?

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AI for sales refers to using artificial intelligence technologies to enhance various aspects of the sales process. It's a broad term encompassing how buyers and sellers utilize AI to improve decision-making, communication, and efficiency.
From the buyer's perspective, AI is a powerful tool that provides valuable insights, recommendations, and product comparisons, making the purchasing process:
  • Smoother
  • More informed

Smart Automation

AI-driven chatbots can help answer customer questions instantly, or algorithms can recommend products based on past buying behavior.
For sellers, AI is a game-changer in terms of streamlining tedious processes. It automates repetitive tasks like data entry, scheduling, and lead generation, allowing sales teams to focus more on strategic activities like:
  • Closing deals
  • Nurturing relationships

AI Sales

Making sales efforts more targeted and effective, AI can:
  • Analyze large sets of customer data to identify trends
  • Predict behavior
  • Offer personalized insights
AI for sales isn’t just about automating tasks. It’s about elevating the entire sales process for both parties involved. Buyers get more personalized, data-backed recommendations, and sellers get the tools they need to sell more efficiently and effectively.

Who Can Benefit From AI for Sales?

Sales teams are the obvious beneficiaries of AI for sales, but the technology also helps buyers. Buyers use AI tools to research products before purchasing. These tools analyze vast amounts of data, delivering relevant information to help buyers make informed decisions.
AI for sales also drives personalization, so buyers get the information they want without the extraneous data.  AI can predict what buyers wish to based on their past behavior, so they don’t have to sift through countless options to find what they need.
While AI for sales can benefit any company, it’s especially helpful for organizations with large amounts of customer data and complex sales processes. As AI tools analyze this information, they can uncover trends and insights that will benefit both sales teams and buyers.
According to Gartner, in the next three years, 70% of customer interactions will involve some form of machine learning. AI isn’t just making a splash in consumer apps; it’s also empowering sales teams to work smarter and more efficiently. AI isn’t just the future, it’s already here, making our lives easier and more connected.
  • Outreach AI

9 Ways Your Team Can Use AI For Sales

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Nearly 4 of 5 sales leaders (78%) are concerned that their company is missing the boat on generative AI, according to Salesforce’s Trends in Data and Analytics for Sales report. One of the most impressive aspects of generative AI is that it creates new content almost instantly.
It can create emails and sales pitches and give real-time guidance for next steps indistinguishable from, or even better than, human-generated content. And with an AI sales guide built directly into your CRM, it can help do all sorts of other useful things:

1. Prospecting and Account Research: The Key to Finding New Leads

Sales teams spend hours researching prospective buyers and their companies before they reach out. Generative AI can reduce this time-consuming process by quickly gathering information from multiple sources, creating concise summaries, and even offering insights about competitors.
With an AI sales guide built directly into your CRM, prospecting can be performed much more efficiently. Imagine hopping on a call with a prospect already armed with a detailed summary of their business challenges and goals, and AI can make that happen.

2. Enhancing Communication: Improving Customer Interactions and Teamwork

AI for sales can significantly improve communication between sales reps, customers, and team members. AI can transcribe and summarize sales calls in seconds by adding conversational intelligence to your CRM.
It doesn’t stop there. It also flags key moments like:
  • Objections
  • Pricing discussions
  • Mentions of competitors

Real-Time Feedback

With this kind of real-time feedback, sales teams can focus on what’s working and fine-tune their conversations for better outcomes.

3. Optimizing Sales Strategies: Reaching Your Goals Faster

AI’s ability to analyze sales campaigns is a game-changer for strategy. It can:
  • Track your sales efforts' effectiveness.
  • Provide personalized close plans tailored to your specific sales process.
AI can guide you through the steps needed to close a deal based on CRM data and offer real-time adjustments to increase conversion rates. Think of it as having a personal sales coach giving you step-by-step advice during the entire process.

4. Personalizing Customer Interactions: Building Trust Through Relevant Outreach

Personalization is crucial in today’s sales environment, and AI makes it easier. Whether it’s crafting customized product descriptions, case studies, or sales proposals, AI can instantly create content that resonates with individual prospects. It can even recommend specific products or services based on a customer’s history and preferences, which helps build stronger connections and trust.

5. Prioritizing the Healthiest Deals: Focusing on Opportunities That Matter

AI doesn’t just help with gathering data. It also enables you to prioritize which deals are most likely to close. AI can identify hot leads and pass them directly to sales reps by:
  • Summarizing lead opportunities
  • Analyzing CRM records
This kind of data-driven prioritization helps teams focus on the deals with the highest chance of success, ensuring no opportunity is overlooked.

6. Creating More Accurate Forecasts: Predicting Future Sales Success

AI excels at making sense of large datasets, which makes it perfect for creating accurate sales forecasts. It analyzes historical sales data and business trends to predict future outcomes.
AI can spot potential gaps in your sales pipeline and suggest corrective actions, ensuring that your forecasts are as precise as possible.

7. Developing Close Plans: Easing the Final Steps of the Sales Process

Closing deals can be tough, but AI simplifies this by creating action plans tailored to each customer. It doesn’t just offer suggestions.
It gives sales teams context by summarizing calls and identifying customer sentiment. This makes it easier to understand the client’s mindset and take the right steps to move the deal forward.

8. Generating Insight and Analytics: Improving Sales Performance

AI doesn’t just help automate tasks; it provides deeper insights. Analyzing customer data allows reps to prioritize promising leads and understand:
  • Customer behavior
  • Preferences
  • Purchasing patterns
This allows reps to individualize the sales approach, leading to better results.

9. Personalized Sales Skills Training: Improving Team Performance

AI can even help improve your team’s skills. Whether it’s onboarding a new sales development rep or creating a simulation for an experienced salesperson preparing for a high-stakes negotiation, AI can create customized training programs. This keeps your team sharp and continuously improving, no matter their experience level.
  • AI Cold Calling
  • Einstein AI
  • Sales AI Assistant

6 Effective Tips For Creating A Strong AI Sales Strategy

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1. Set Realistic Expectations

AI isn’t a magic bullet. It’s a tool that enhances your team’s capabilities. When introducing AI into your sales process, set clear, attainable, and measurable objectives. Communicate these goals to your team and give them time to adapt to AI-driven processes. Be patient and encourage reps to:
  • Ask questions
  • Request training
  • Share feedback.

2. Customize AI to Your Business Needs

Not all AI sales tools are created equal, and the best solution depends on your specific business goals. Whether your priority is generating leads, optimizing outreach, or improving customer retention, choose AI solutions that align with those objectives.
Instead of chasing trendy AI tools, focus on ones that integrate seamlessly with your:
  • Sales engagement platforms
  • Workflow automation tools

3. Focus on Quick Wins to Prove AI’s Value

To gain early buy-in from stakeholders and your sales team, start with a project that can deliver results in 6 to 12 months. Quick wins like automating follow-ups, personalizing outreach, or improving lead scoring help demonstrate AI’s impact on:
  • Revenue
  • Efficiency
Encourage early adopters on your team to showcase their AI-driven success stories to motivate others and build momentum.

4. Choose the Right AI Tools and Experts

The success of your AI sales strategy depends on selecting:
  • The right technology
  • Expertise
Look for AI-powered sales platforms that include:
  • CRM integration for seamless customer data management
  • AI-driven insights to enhance decision-making
  • Sentiment analysis to understand customer emotions
  • Automated outreach and follow-ups to improve engagement

AI Consultation

Bring in an AI expert to help set up and optimize your AI tools if needed. A knowledgeable consultant can guide implementation, monitor performance, and ensure you’re maximizing ROI.

5. Ensure Compliance with AI Regulations

AI-generated content and automated processes must align with data privacy laws and ethical guidelines. Establish clear policies on AI use in sales interactions and ensure compliance with:
  • CCPA
  • Other relevant regulations
Transparency and ethical AI use build trust with both customers and employees.

6. Continuously Monitor and Improve AI Performance

AI sales tools aren’t a set-it-and-forget-it solution. Regularly evaluate their impact on key metrics like conversion rates, lead response times, and deal closures.
Collect feedback from your sales team and customers to identify areas for improvement. AI models should be updated and retrained with new data to maintain accuracy and effectiveness.
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1. Aomni: The Sales Intelligence Software Game Changer for B2B Sales Teams

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Aomni is an AI agent platform designed specifically for B2B sales intelligence software. Our solution empowers enterprise and strategic account executives to execute account-based sales and marketing strategies with unprecedented efficiency and effectiveness.
Our key features include:
  • AI-powered prospect and account research
  • Comprehensive account mapping and planning
  • Data-driven sales strategy development
  • Automated call preparation
  • Personalized AI agents for sales optimization
  • AI chat interface for streamlined sales processes
  • AI-assisted Account Based Sales/Marketing campaign execution tool

Sales Optimization

Aomni addresses critical pain points for sales managers whose Account Executives, Account Managers, and Customer Success Managers are underperforming and missing quotas.
By leveraging our advanced AI technology, sales professionals can significantly enhance their preparation for customer conversations, leading to larger deal closures and increased promotion opportunities. For individual sales professionals, Aomni provides the tools and insights needed to:
  • Elevate their performance
  • Close more substantial deals
  • Accelerate career progression

Sales Transformation

Our platform transforms how B2B sales teams operate, ensuring they enter every customer interaction fully prepared and strategically positioned for success. Try our sales intelligence software and our website technology checker for free today!

2. Salesforce Einstein: A Smarter Way to Use Salesforce

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Salesforce's Einstein platform, which integrates with the Salesforce CRM, provides tools to:
  • Help sales teams of any size manage pipelines
  • Identify leads
  • Predict sales outcomes

AI Insights

Using AI, you can generate sales content based on customer data, fostering a more personal relationship with customers and prospects. AI can also summarize sales calls for you, ensuring you keep track of every essential detail. Einstein also offers AI-powered insights into sales and customer data and customizable dashboards, letting you develop:
  • More efficient sales processes
  • Productivity
Top features:
  • AI-powered insights
  • Content generation
  • Automation

3. Outreach: The Sales Engagement Platform That Levels Up Your Outbound Sales

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Outreach, a leading sales engagement platform, leverages AI to:
  • Personalize outreach to prospects
  • Automate workflows
  • Improve productivity

Sales Automation

The tool enables email campaigns, sales calls, follow-up messaging, and lead engagement, helping to optimize outbound sales efforts by appealing to each customer’s unique needs. Outreach also offers analytics, forecasting, and deal management to keep your team updated and organized. A coaching feature also allows you to address your team’s skill gaps. Top features:
  • Multi-channel automation
  • Real-time analytics
  • Personalized outreach

4. Gong.io: The AI Tool That Analyzes Sales Calls for Actionable Insights

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Gong's conversation intelligence platform uses AI to analyze sales calls and give insight into:
  • Customer sentiment
  • Deal dynamics
  • Opportunities for coaching
Gong tracks sales conversations, offering transcripts and analytics to help you:
  • Gain specific visibility into what's working
  • Refine your team's pitches

AI Coaching

AI-powered coaching suggestions make it easier to uplevel your team's success without wasting your sales managers’ time. Top features:
  • Conversation transcripts and analytics
  • Deal insights
  • AI-driven coaching

5. Salesloft: The Platform for Sales Workflow Automation

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Salesloft has an AI-powered platform that sales teams use to streamline workflows, improve lead engagement, and increase productivity. Businesses can use the platform for:
  • Email outreach
  • Meeting scheduling
  • Pipeline review
  • Sales coaching
With everything in a single platform, you can keep your team updated with buyer signals and pipelines while saving time and increasing productivity. And with less manual work, your team has more time for those important prospecting calls and customer presentations. Top features:
  • Automated workflows
  • Accurate forecasting
  • AI-guided coaching suggestions

6. Chorus.ai: The Sales Coaching Tool for the Modern Age

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Chorus.ai is an AI-driven conversation intelligence platform by ZoomInfo that analyzes calls and meetings and offers insight into sales performance and coaching opportunities. This insight into customer conversations allows sales leaders to:
  • See how their teams are doing
  • Learn why they won or lost deals
  • Give the most effective coaching to increase performance
By letting AI analyze sales conversations and call out successes and areas of improvement, Chorus.ai saves sales managers’ time while still letting them coach and develop the team to reach its full potential. Top features:
  • Call
  • Meeting
  • Email analysis
  • Coaching recommendations
  • Competitive insights and forecasting

7. Clari: The AI Tool for Accurate Sales Forecasting

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Sales managers and leaders focused on optimizing revenue use Clari's AI-powered revenue intelligence platform for
  • Forecasting
  • Uncovering risks
  • Improving sales strategies
Clari provides insights into pipeline health and forecast accuracy, letting your team gain more visibility and identify areas of revenue leak so they can stop them in their tracks. The tool lets your team leverage data to decide future strategies and priorities better. Top features:
  • AI-driven forecasting and predictions
  • Pipeline analytics
  • Deal inspection

8. LinkedIn Sales Navigator: The Essential Tool for B2B Lead Generation

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LinkedIn's AI-powered Sales Navigator enables teams to:
  • Research accounts
  • Discover
  • Connect with prospective customers
  • Keep track of sales activity
B2B sales teams, account managers, and recruiters use the tool frequently because it provides advanced search filters, lead recommendations, and updates on prospects to make lead generation more efficient.  With more data, you can find the right people immediately. Top features:
  • Lead recommendations
  • Detailed prospect account data
  • Real-time updates on prospects

9. Seismic: The Sales Enablement Platform for the Modern Age

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Seismic is a sales enablement platform that uses the power of AI to:
  • Help teams create
  • Deliver
  • Track sales content to increase effectiveness
The tool includes content management and training to help sales teams and sales enablement leaders create better sales content. Plus, with access to improved sales content and a better understanding of how that content is performing, teams can send more personalized outreach messaging that boosts performance. Top features:
  • Real-time content analytics
  • AI-powered content recommendations
  • Content automation

10. Databox: The Sales Analytics Platform for Informed Decision Making

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Databox is a sales analytics platform that leverages AI to:
  • Help teams view
  • Analyze sales data so they can make informed decisions
The tool collects data from various sources and puts it into dashboards to give a real-time glimpse into:
  • Sales performance
  • Marketing trends
  • Other KPIs

Data Insights

Sales leaders, marketers, and business analysts who handle sales and marketing data can benefit from Databox's ability to:
  • Condense data sources
  • Reduce manual reporting
  • Increase real-time insight
Top features:
  • Customizable dashboards
  • AI-powered performance alerts
  • Built-in data integrations.

Try Our Website Technology Checker for Free Today

Aomni is an AI agent platform designed specifically for B2B sales intelligence software. Our solution empowers enterprise and strategic account executives to execute account-based sales and marketing strategies with unprecedented efficiency and effectiveness.

Aomni’s Features Optimize Sales Processes

Aomni’s key features include:
  • AI-powered prospect and account research
  • Comprehensive account mapping and planning
  • Data-driven sales strategy development
  • Automated call preparation
  • Personalized AI agents for sales optimization
  • An AI chat interface for streamlined sales processes
  • An AI-assisted account-based sales and marketing campaign execution tool
Aomni addresses critical pain points for sales managers whose account executives, account managers, and customer success managers are underperforming and missing quotas. By leveraging our advanced AI technology, sales professionals can significantly enhance their preparation for customer conversations, leading to larger deal closures and increased promotion opportunities.

Sales Empowerment

For individual sales professionals, Aomni provides the tools and insights needed to:
  • Elevate their performance
  • Close more substantial deals
  • Accelerate career progression
Our platform transforms the way B2B sales teams operate, ensuring they enter every customer interaction fully prepared and strategically positioned for success.
  • AI in Sales Examples
  • AI Sales Call
  • AI Sales Agents

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Written by

Sawyer Middeleer
Sawyer Middeleer

Chief of Staff at Aomni