Sales reps are often scared to engage with complex channels or partnerships. AI agents can bridge this gap by acting as a co-pilot, answering questions like "Is this a good deal to co-sell?" and "What should I say?" This lowers the barrier to entry and makes scary new motions more approachable.
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Don't expect an AI agent to invent a successful sales process. First, have your human team identify and document what works—effective emails, scripts, and objection handling. Then, train the AI on this proven playbook to execute it flawlessly and at scale. The AI is a scaling tool, not a strategist from day one.
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 fully automating conversations and risking sounding robotic, use AI to provide real-time suggestions and prompts to a human sales rep. This scales expertise and consistency without sacrificing the human touch needed to close deals.
AI agents can manage the entire buyer lifecycle from first touch to upsell. This removes human capacity constraints, allowing companies to merge siloed go-to-market teams into a single, cohesive unit focused on the customer journey.
Beyond booking meetings for high-value deals, AI agents can be empowered to handle the full sales cycle for lower-priced products. They can answer questions, provide discount codes, and conduct follow-up, creating a significant, automated revenue stream with no human sales involvement.
Instead of relying on ad-hoc calls to finance or other reps, LLMs can act as a central nervous system for sales. By analyzing past quotes and data, AI can instantly recommend the optimal deal structure for a new quote—maximizing commission for the rep and aligning with business goals, putting revenue back in motion.
Create a dedicated AI agent pre-loaded with your company's specific deal qualifiers (budget, timeline, ICP). Feed it discovery call notes, and it can instantly score the opportunity or flag it as disqualified, preventing reps from wasting time on deals that will never close.
Sales leaders are growing skeptical of 'black box' AI that gives directives without context. The most effective AI serves as a coach, augmenting human skills by handling informational tasks. It cannot, however, replace the emotional intelligence and human judgment required for true sales transformation.
Prioritize using AI to support human agents internally. A co-pilot model equips agents with instant, accurate information, enabling them to resolve complex issues faster and provide a more natural, less-scripted customer experience.
For 20 years, sales reps have spent only ~25% of their time with customers. AI is the first technology that can fundamentally shift this ratio by automating low-value prep work, rewriting the nature of go-to-market jobs.
