Calibrate sales-call reviews with the team
Review recorded sales conversations against a shared checklist and involve representatives in refining the criteria before using the results for coaching.
A FIELD GUIDE TO AI AT WORK
Sales workflows
Explore practical AI workflows for sales: inputs, implementation steps, human checks and downloadable skills to adapt to your team.
ESSENTIALS / THREE FOUNDATIONS
People. Projects. P&L.
Build the foundations with three practical skills.
Start with what your team does.
Choose your recurring activities to build a starting set.
Find sales-ready accounts in self-service signups
Combine company fit and product-use signals to identify existing users whose organization may benefit from a broader business conversation.
Find relevant service requests in public discussions
Monitor selected public communities for requests that match a service offering and collect relevant opportunities in a shared review list.
Close the loop between sales conversations and marketing
Read complete sales conversations to produce a funnel-level insight brief and role-specific coaching that carries earlier feedback forward.
Prepare a personalized training-program pitch
Match a prospective learner’s background with current job requirements and course content to prepare a useful sales conversation.
Use call evidence to review lead fit
Extract evidence from sales conversations against agreed qualification criteria so marketing and sales can review lead quality consistently.
Recover overlooked business follow-ups from conversations
Review permitted work conversations to find commitments and leads that may need a response.
Prepare CRM updates from team-chat instructions
Turn a text or voice request into a structured customer-record change with a clear review step.
Review the sales pipeline and prepare the day’s priorities
Inspect CRM records together with permitted correspondence, meeting notes and calendar evidence. Highlight deal changes, unresolved next steps and conflicting status for the owner to review.
Search an existing business network by relevant context
Find contacts in an authorized professional network who match a business-related request.
Prepare an outreach campaign from an approved strategy
Translate a targeting and messaging brief into a populated campaign draft across the required sales tools.
Find accounts with relevant hiring and funding signals
Narrow a broad company list using current business signals that may make a service relevant.
Monitor how sales teams explain a new offer
Review batches of calls after a product or payment change to find recurring objections and gaps in the explanation.
Qualify new enquiries with a voice assistant
Respond to new enquiries, answer common questions, and transfer suitable conversations to a salesperson.
Continue a sales conversation across calls and messages
Preserve conversation context so a voice assistant can resume a call and prepare relevant follow-up messages.
Find relevant contacts for a potential collaboration
Research a target organization and its public team profiles to prepare a focused collaboration approach. The practitioner described using this to identify a suitable research contact.
Build a prospect shortlist from industry event speakers
A sales team used public event pages to identify relevant people and companies, enrich available contact information, and prepare tailored outreach. The described process still involved manual weekly exports.
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