By building a custom AI assistant integrated into Salesforce, Personio dramatically increased its expansion SDRs' productivity. The tool consolidates customer information from over 10 systems, reducing daily research time from two hours to just 15 minutes and doubling the pipeline generated per employee.
Instead of personally answering questions from over 20 stakeholders, OneMind's CEO directed them to their AI agent, "Mindy." This allowed for asynchronous, instant information retrieval, dramatically accelerating the complex enterprise sales cycle.
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.
Leverage AI to conduct comprehensive research on a prospect's company, industry, and the specific individuals you're meeting. This allows you to bypass basic discovery questions and dive into more relevant, informed conversations, making the sales call more efficient and valuable for the customer.
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.
An Executive Assistant at Zapier built an AI agent that automates her weekly meeting prep. The agent researches external attendees, checks the CRM and internal comms for context, and delivers a digest and tasks. This saves hours of manual work and ensures thorough preparation.
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.
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.
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.
A powerful AI use case is running automated agents on sales call transcripts. These agents can perform tasks like extracting and populating MEDPICC data into Salesforce or summarizing competitor mentions for battle cards, saving sales teams hours of manual work per week.