AI for sales: Forecast and plan

Real AI tool use cases for sales teams that help with: forecast and plan.

30 use cases

• Microsoft Dynamics 365 Sales (Copilot): Review what changed in your accounts and deals this week · Microsoft Dynamics 365 Sales (Copilot)
• Microsoft Dynamics 365 Sales (Sales Research Agent): Ask strategic pipeline questions in plain language · Microsoft Dynamics 365 Sales (Sales Research Agent)
• Microsoft Dynamics 365 Sales (Sales Research Agent): Turn sales data into a research summary with next steps · Microsoft Dynamics 365 Sales (Sales Research Agent)
• Salesforce Agentforce Sales: Keep opportunity stage and next steps updated automatically · Salesforce Agentforce Sales
• Salesforce Sales Cloud Revenue Intelligence: Model what-if scenarios to close a forecast gap · Salesforce Sales Cloud Revenue Intelligence
• Salesforce Sales Cloud Revenue Intelligence: Act on stuck, overdue, or stagnant deals · Salesforce Sales Cloud Revenue Intelligence
• Gong: Call the forecast with AI-guided deal risk · Gong
• Clari Forecast (Salesloft): Forecast bookings and renewals separately · Clari Forecast (Salesloft)
• Clari Forecast (Salesloft): Check your number against an AI forecast · Clari Forecast (Salesloft)
• Clari Forecast (Salesloft): Track week-over-week pipeline changes · Clari Forecast (Salesloft)
• Clari Forecast (Salesloft): See individual and team forecasts in one dashboard · Clari Forecast (Salesloft)
• Outreach: Keep opportunity fields updated from conversations · Outreach
• Outreach: Ask questions across accounts, calls, and pipeline · Outreach
• Outreach: Update every deal from one grid · Outreach
• ChatGPT (Sales plugin): Find the deals most at risk this month · ChatGPT (Sales plugin)
• ChatGPT (Workspace agents): Send a weekly metrics report automatically · ChatGPT (Workspace agents)
• Claude: Run a weekly pipeline review · Claude
• Claude: Produce best, likely, and worst-case forecasts · Claude
• Gemini (Google Workspace): Analyze CRM exports and sales trends in Sheets · Gemini (Google Workspace)
• Actively: Surface pipeline risks and growth opportunities · Actively
• Backstory: See which pipeline is real and which is slipping · Backstory
• Backstory: Ask revenue questions from Claude, ChatGPT, or Gemini · Backstory
• Oracle Fusion Sales: Surface pipeline risks and next best actions · Oracle Fusion Sales
• Attio: Ask which deals to focus on today in a team chat · Attio
• Lightfield: Flag deals at risk from customer interactions · Lightfield
• Pipedrive: Check where you stand against goal · Pipedrive
• Salesforce: forecast roll-up · Salesforce
• Salesforce: AI forecasting · Salesforce
• Clari: AI forecasting · Clari
• Gong: AI forecasting · Gong