AI for sales: Win more deals
Real AI tool use cases for sales teams that help with: win more deals.
40 use cases
- Microsoft 365 Copilot (Outlook): Summarize an attached proposal, contract, or RFP file · Microsoft 365 Copilot (Outlook)
- Microsoft 365 Copilot (Teams): Ask what you missed while the customer call is still live · Microsoft 365 Copilot (Teams)
- Microsoft 365 Copilot (Sales agent): Get next-step recommendations while answering customer email · Microsoft 365 Copilot (Sales agent)
- Microsoft Dynamics 365 Sales (Copilot): Prepare for every opportunity meeting in the next seven days · Microsoft Dynamics 365 Sales (Copilot)
- Salesforce Agentforce Sales: Answer lead questions and objections from CRM data · Salesforce Agentforce Sales
- Salesforce Agentforce Sales: Prepare account briefs before meetings · Salesforce Agentforce Sales
- Gong: Get warnings on deals at risk · Gong
- Gong: Use win/loss data to find what wins deals · Gong
- Gong: Ask questions across every call and email in a deal · Gong
- Gong: Research contacts to multi-thread a deal · Gong
- HubSpot Breeze Assistant: Prepare for upcoming meetings from your calendar · HubSpot Breeze Assistant
- HubSpot Breeze Assistant: Share a generated deck with a buyer by link · HubSpot Breeze Assistant
- Salesloft: Get a one-page deal summary before a call · Salesloft
- Salesloft: Capture MEDDPICC or BANT details from conversations · Salesloft
- Salesloft: Map everyone in the buying group · Salesloft
- Outreach: Get meeting briefs with talking points · Outreach
- ChatGPT (Sales plugin): Turn meeting notes into a customer follow-up and internal summary · ChatGPT (Sales plugin)
- ChatGPT (Sales plugin): Build a business case for a buyer · ChatGPT (Sales plugin)
- ChatGPT (Sales plugin): Build a competitive brief for a deal · ChatGPT (Sales plugin)
- ChatGPT (Workspace agents): Post deal briefs with Gong call summaries to Slack · ChatGPT (Workspace agents)
- Claude: Get a daily meeting brief in Slack · Claude
- Claude: Build a proposal in your template from call notes · Claude
- Claude: Draft an RFP response from your answer library · Claude
- Claude: Build competitive talk tracks · Claude
- Gemini (Google Workspace): Turn a sales brief into a slide deck · Gemini (Google Workspace)
- Gemini Enterprise: Teach Gemini your RFP format once · Gemini Enterprise
- Qualified Piper: Answer competitive switch questions on the site · Qualified Piper
- Nooks: Automate follow-up and next steps after calls · Nooks
- Actively: Get a finished brief, email, or deck on any account · Actively
- Relevance AI: Build an agent for detailed pre-meeting briefs · Relevance AI
- Backstory: Score deals against MEDDPICC with evidence · Backstory
- Avoma: Get deal risk alerts and win-loss analysis · Avoma
- Fireflies.ai: Search past calls for what a buyer said · Fireflies.ai
- Highspot: Spot deal risk and build follow-ups · Highspot
- Pipedrive: Find patterns behind lost deals · Pipedrive
- Allego: digital sales rooms · Allego
- Responsive: RFP/tender responses · Responsive
- Microsoft: seller copilot · Microsoft
- Slack: competitive intel · Slack
- Gong: call intelligence · Gong