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AI Sales Agents Explained

AI Sales Agents Explained

If you were to ask a sales rep why they chose a job in sales, they’d probably tell you something like, “I love helping to people. I’m ambitious and goal-oriented, and no two days are ever the same.” The reality, however, is that a lot of time in sales isn’t spent selling. Recent data suggests that sales reps dedicate only 28% of their time to actual selling, with the rest swallowed up by administrative tasks and non-revenue-generating work. To ease this burden, sales teams are turning to AI sales agents, enabling them to focus more on building relationships and closing deals. Below, we explore the different types of AI sales agents and how businesses are using them to increase productivity, efficiency, and revenue. What is an AI sales agent? AI sales agents are autonomous applications that analyze and learn from sales and customer data to perform tasks with little or no human intervention. These agents can manage a wide range of activities, from top-of-funnel tasks like nurturing leads via email outreach, answering questions, booking meetings, and generating quotes to more integrated sales support like buyer roleplays and coaching. Unlike simple workflow automation, AI agents are capable of learning, enabling them to improve efficiency and act independently based on data and analysis. They often plug directly into existing CRMs, with pre-built capabilities or customizable configurations for specific business needs. Types of AI sales agents There are two primary types of AI sales agents: The ability to autonomously analyze data, create action plans, and execute them sets modern AI sales agents apart from traditional sales tools and bots. Key features of AI sales agents Benefits of AI sales agents Future trends for AI sales agents In the early days, AI in sales served primarily as a co-pilot — summarizing insights and assisting with tasks like forecasting. It often required significant human input and created siloed data challenges. Today, AI agents autonomously augment human teams, empowering them to focus on high-value tasks like building relationships. In the near future, AI sales agents are expected to handle increasingly complex workflows and multi-step processes across diverse channels. Potential advancements include: These developments promise to unlock new possibilities for efficiency, personalization, and customization in sales teams. AI sales agents pushing teams into a new era According to recent data, sales leaders are focusing on improving sales enablement, targeting new markets, and adopting new tools and technologies to drive growth. Challenges like scaling personalized interactions and hitting quotas are top of mind. AI sales agents directly address these needs, transforming sales organizations by enabling teams to offload repetitive work to autonomous systems while maintaining quality and personalization. Who uses AI sales agents? AI sales agents are used by sales teams to manage tasks such as lead qualification, follow-ups, meeting scheduling, and coaching. By handling repetitive activities, these agents free up reps to focus on relationship-building and closing deals, ultimately driving better outcomes for both teams and customers. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Trends in AI for CRM

Trends in AI for CRM

Nearly half of customer service teams, over 40% of salespeople, and a third of marketers have fully implemented artificial intelligence (AI) to enhance their work. However, 77% of business leaders report persistent challenges related to trusted data and ethical concerns that could stall their AI initiatives, according to Salesforce research released today. The Trends in AI for CRM report analyzed data from multiple studies, revealing that companies are worried about missing out on the opportunities generative AI presents if the data powering large language models (LLMs) isn’t rooted in their own trusted customer records. At the same time, respondents expressed ongoing concerns about the lack of clear company policies governing the ethical use of AI, as well as the complexity of a vendor landscape where 80% of enterprises are currently using multiple LLMs. Salesforce’s Four Keys to Enterprise AI Success Why it matters: AI is one of the most transformative technologies in generations, with projections forecasting a net gain of over trillion in new business revenues by 2028 from Salesforce and its network of partners alone. As enterprises across industries develop their AI strategies, leaders in customer-facing departments such as sales, service, and marketing are eager to leverage AI to drive internal efficiencies and revolutionize customer experiences. Key Findings from the Trends in AI for CRM Report Expert Perspective “This is a pivotal moment as business leaders across industries look to AI to unlock growth, efficiency, and customer loyalty,” said Clara Shih, CEO of Salesforce AI. “But success requires much more than an LLM. Enterprise deployments need trusted data, user access control, vector search, audit trails and citations, data masking, low-code builders, and seamless UI integration. Salesforce brings all of these components together with our Einstein 1 Platform, Data Cloud, Slack, and dozens of customizable, turnkey prompts and actions offered across our clouds.” Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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AI Adoption Rates

AI Adoption Rates

Businesses Eager to Embrace AI, Yet Concerned About Trust, Data, and Ethics in AI Adoption Rates As AI adoption rates are projected to surge, only 10% of people currently have full trust in AI for making informed decisions. According to Salesforce’s latest research, nearly half of customer service teams, over 40% of salespeople, and a third of marketers have fully integrated AI to enhance their work. However, 77% of business leaders express concerns about trusted data and ethics that could potentially stall their AI initiatives. The “Trends in AI for CRM” report highlights that companies fear missing out on the benefits of generative AI if the data supporting large language models (LLMs) is not based on their own reliable customer records. Additionally, respondents are worried about the lack of clear company policies governing the ethical use of AI and the complex landscape of LLM vendors, with 80% of companies currently using multiple models. Data Trust Issues Stymie AI Progress Despite expectations for a dramatic increase in AI adoption, only 10% of individuals fully trust AI to make informed decisions. The report reveals that 59% of organizations lack unified data strategies essential for ensuring AI reliability and accuracy. While 80% of employees using AI at work report increased productivity—a key driver for rapid AI adoption—only 21% of surveyed workers said their company has established clear policies on approved AI tools and use cases. Many employees, undeterred by the absence of formal policies, continue to use unapproved (55%) or explicitly banned (40%) tools. Furthermore, 69% of respondents noted that their employers have not provided training on AI usage. Critical Focus Areas: Trust, Data Security, and Transparency The report also underscores that 74% of the general public is concerned about the unethical use of AI. Companies that emphasize end-user control are better positioned to build customer trust in their AI strategies, with 56% of survey respondents expressing openness to AI under these conditions. Key factors for deepening trust in AI include increased visibility into AI use, human validation of outputs, and enhanced user control. “This is a pivotal moment as business leaders across various industries look to AI to drive growth, efficiency, and customer loyalty,” said Clara Shih, CEO of Salesforce AI. “Success with AI requires more than just deploying LLMs. It demands trusted data, user access control, vector search capabilities, audit trails, citations, data masking, low-code builders, and seamless UI integration to truly succeed,” Shih added. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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