Instead of relying on subjective feedback from account executives, Vercel uses an AI agent to analyze all communications (Gong transcripts, emails, Slack) for lost deals. The bot often uncovers the real reasons for losing (e.g., failure to contact the economic buyer) versus the stated reason (e.g., price).
Related Insights
Don't just replace human tasks with AI. Deploy AI agents to handle leads your sales team ignores, like small deals or low-scored prospects. This untapped segment, as SaaStr found with a 15% ticket revenue lift, represents significant growth potential by filling a gap in your GTM process that humans create themselves.
Instead of replacing top performers, AI should be used to do work humans physically cannot. Salesforce targeted a backlog of 100 million 'orphan leads,' using an AI agent to work through 8,000 dormant leads in three weeks. This generated $500,000 in pipeline that would have otherwise been zero.
A company solved its sales team's information gap by treating 25,000 hours of recorded Gong calls as the ultimate source of truth. This existing internal data, previously ignored, became the foundation for a company-wide AI automation strategy that transformed their go-to-market operations.
Vercel's CTO Malte Ubl suggests a simple method for finding valuable internal automation tasks: ask people, "What do you hate most about your job?" This uncovers tedious work that requires some human judgment, making it a perfect sweet spot for the capabilities of current-generation AI agents.
A powerful, untapped use case for AI is reviving neglected leads directly within your CRM. An agent native to Salesforce can access all historical data to send highly personalized follow-ups to thousands of leads your team previously ghosted, effectively turning forgotten data into new opportunities.
A primary AI agent interacts with the customer. A secondary agent should then analyze the conversation transcripts to find patterns and uncover the true intent behind customer questions. This feedback loop provides deep insights that can be used to refine sales scripts, marketing messages, and the primary agent's programming.
Open and click rates are ineffective for measuring AI-driven, two-way conversations. Instead, leaders should adopt new KPIs: outcome metrics (e.g., meetings booked), conversational quality (tracking an agent's 'I don't know' rate to measure trust), and, ultimately, customer lifetime value.
Traditional pre-qualification uses rigid scripts, potentially missing high-value clients who don't fit the mold. Agentic AI analyzes conversation nuances to identify various customer archetypes and high-intent signals beyond the primary avatar, ensuring top prospects aren't overlooked.
By building a custom AI agent for inbound lead qualification, Vercel reduced its inbound SDR team from ten people to one. The agent, which cost only $1,000 per year to run, maintained conversion rates while decreasing response time and number of touches needed.
An automated workflow analyzes call transcripts and sends immediate, private feedback to the sales or CS rep on what they did well and where they can improve. This democratizes high-quality coaching, evens the playing field across managers of varying skill, and empowers motivated reps to upskill faster.