As we watch AI eat the world, as a business it’s easy to get overwhelmed and feel stuck about which opportunities you should integrate first.
That pressure to move fast and test things is even more critical for sales-centered organizations. The sales process and toolset has been impacted more heavily than almost any other business unit. AI has become a key ingredient to the modern sales strategy. Today, we’re not just scratching the surface of AI in sales; we’re diving headfirst into its transformative potential. We’re talking about a shift from intuition-based decisions to data-driven strategies. This is not a call to hand everything over to the algorithms. We’re not there yet. We may never be. No one wants even more robots sending slightly-better cold emails to them every day.
Humans will always be important to the sales process. We do, however, want fewer guessing games in your process and more precision targeting. And you better believe the SaaS world is building some pretty shiny machines to help you finetune your sales strategies. Ultimately, you want to augment your human intelligence resources, not replace them.
Uses for Sales AI You Need to Consider
My goal with this list is to give you a checklist of the sales AI use cases to test. To test what works for you and best integrates into your sales and marketing strategies. One last note: Every major sales platform is integrating content personalization, automated responses, lead intelligence, and predictive analytics. All the big solution providers (Salesforce, HubSpot, Demandbase, etc), and a few new ones, are working to build the all-in-one Sales AI solutions. But, no one is there yet. Focusing on use cases first is more helpful to your overall strategy. Look to the opportunities that best fit your organization, current pain points, and capabilities.
Let’s dive in.
- Lead Data Enrichment
- ZoomInfo: Historic leader, adding multiple AI tools, human-powered verification
- Clearbit: First HubSpot-native lead data; lead scoring, routing, and buyer intent
- Apollo: New AI sales leader, large database and broader sales engagement tools
- Seamless AI: Real-time search of verified cell phones, emails, and direct dials
- Conversational Marketing
- Drift: Automate conversations, insights, and recommendations
- Intercom: Resolve questions instantly and increase efficiency
- Meeting Intelligence
- Meetgeek: Record, transcribe, summarize, and share granular insights from every meeting to any tool
- Colibri.ai: Real-time conversation intelligence, live cue cards
- Fathom: Records, transcribes, highlights, and summarizes meetings with actionable insights
- Trellus: Personalized coaching during cold calls
- Zoom: Summarize meetings, chat summaries, chat catch-up, generative replies
- Personalized Videos
- Sendspark: Custom intros, personalized thumbnails, calendar booking
- Bhuman: Digital avatar clones, detailed video customization, 6k app integrations
- Tavus: Detailed video customization, facial cloning, lip sync, unique voice variables
- Email Deliverability
- Warmbox: Warming up email accounts to enhance deliverability rates
- Zeta Email: Personalized emails per user
- Phrasee: Human-sounding subject lines, brand-compliant, custom to each user
- Optimail: Monitors individual contact behavior for hyper-personalization
- 7th Sense: Optimizes email timing and frequency per user
These sales AI use cases represent a shift in how sales strategies are formed and executed. AI is not about replacing the human element; it’s about enhancing it, making your sales efforts more effective, more personal, and ultimately, more successful.