What is an AI Sales Assistant? The Future of Sales

ai sales assistant software illustration

What can an AI sales assistant do for your team’s performance? In the ever-evolving sales technology market, these AI-driven tools are vital for automating non-selling tasks, enabling data-driven decisions, and enhancing customer relationships.

With extensive experience helping field and outside sales teams boost productivity and close more deals, we at Veloxy understand the impact of the right AI tools.

In this post, we’ll explain what AI sales assistant software is, how it works, and why your business needs it. We’ll also highlight key features to look for and why Veloxy earned Top 50 Sales Software recognition by G2.

Understanding AI Sales Assistants and Their Impact on Sales Teams

Imagine your sales team equipped with an intelligent assistant that can automate tasks, generate insights, and provide real-time guidance. You would double, if not triple, your productivity and pipeline conversion rate!

Enter the realm of AI sales assistants. These smart tools combine artificial intelligence with sales expertise to enhance and automate sales processes, giving your business the competitive edge it deserves.

Someone using an AI sales assistant on their smartphone

Sales executives like yourself have been reaping the benefits of AI for the past eight years, improving their sales efficiency and boosting revenues year-over-year.

With rapid information retrieval and complex data analysis from various sources, AI sales assistants enable your sales professionals to provide accurate answers quickly, make informed decisions, and optimize sales strategies based on valuable customer behavior insights.

Think of a virtual assistant that deeply understands your business, the market, and your customers, helping your team close more deals faster.

Do I have you excited about the possibilities yet? Keep reading.

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Defining AI Sales Assistant Software

Did you know that your sales reps spend 72% of their day on non-selling activities? That’s almost 1,500 hours a year!

AI sales assistant software uses artificial intelligence to streamline various sales activities, automating routine tasks like data entry, scheduling, and lead prioritization. This automation lets your sales team focus more on customer engagement and personalized interactions, which only make up 28% of their day.

That’s right — your sales reps only spend 582 hours a year on selling activities.

definition of ai sales assistant software graphic

Veloxy’s AI sales assistant integrates with tools like Salesforce, Gmail, and Outlook, offering pipeline management, contact management, Salesforce automation, and 360° insights into sales meetings. These features help in coaching and performance assessment, making your team more efficient.

A streamlined sales process means your sales reps can focus on what they do best—engaging and converting leads.

ai assistant helping sales productivity

The Evolution of AI in Sales

The journey of AI in sales has been fascinating. It started with automating routine tasks, primarily data entry. However, with technological advancements, AI’s role in sales has broadened, offering predictive analytics that foresees sales trends and buyer behavior.

Today, AI significantly enhances customer interactions, providing sales professionals with tools for more personalized engagement. It’s like having a crystal ball, forecasting the future and delivering strategic insights to shape it.

With extensive experience helping field and outside sales teams boost productivity and close more deals, we at Veloxy understand the transformative power of AI in sales. For example, our clients have seen their sales cycle times reduced by 30% and revenue increase by up to 25% within the first year of using Veloxy’s AI sales assistant.

Don’t believe me? Read our Vast Networks Sales Productivity case study.

Is It Really Worth Using AI Sales Assistant Software?

You may already feel you have a reliable and effective sales team already, so why use AI sales assistant software? There are four key benefits to embracing artificial intelligence.

1. Streamline Sales Training and Onboarding

Hiring new employees is a costly process. Onboarding and training take time and money, but an AI assistant can help streamline things.

Some AI assistants can provide comprehensive guidance through call recording analysis or during live sales calls. This translates to live sales training and further coaching down the line.

Others like Veloxy help accelerate CRM user adoption, which can cut sales rep onboarding time by more than half.

2. Effective Guided Selling

AI technology can provide guided selling, which helps transform data and sales intelligence into valuable insights. Quality AI sales assistant software can effectively capture and analyze sales data in real time. Through algorithms and machine learning, it can provide data-driven recommendations to help your employees through the sales process.

how AI adoption helps sellers sell better

3. Sellers as Trusted Advisors

Consumers generally expect sales reps to also serve as trusted advisors, so your sales team should be able to provide customers with whatever information they need. Even if they have a good understanding of your products/services, customers may ask questions that are difficult to answer.

AI sales assistant software can provide access to relevant real-time content alongside suitable strategies to help your sales reps improve their skills and efficiency as advisors. Being able to cater to customer needs like this will help improve sales, trust, and customer satisfaction.

4. Highly Effective Playbooks

You likely have demo scripts that help your sales reps when they’re learning. AI sales assistant software can help turn these scripts into comprehensive playbooks.

These take simple training and turn it into actionable steps that your sales reps can implement in real time. As they use them, your employees can log insights that will help them and others improve further. This helps build an environment of knowledge sharing and continuous growth within your organization.

How to Choose the Right AI Sales Assistant for Your Business

If you want to start experiencing the benefits of AI assistant software for your sales team, you may wonder how to choose the best option. With so many AI sales software programs available, knowing which will bring the most value to your business can be challenging.

Here is a six-step roadmap to follow when choosing AI sales software to integrate into your business:

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Research AI Sales Assistants

1. Choose Software Built by Vendors that Understand Sales

When selecting the best AI assistant software for your business, it is essential to choose a vendor with experience in sales roles. This ensures the software will truly benefit your sales team, inside and out.

Do your homework before committing to a new AI tool. Ensure the software has been tried and tested by users with similar needs to your own. Verify that the vendor fully understands the capabilities required by your business and can effectively meet these needs.

Check testimonials from genuine clients to gain reassurance on the software’s suitability. Conducting a little research before committing can save you time and money.

For starters, my cofounder has significant experience in outside sales management, and we invite you to review our testimonials on G2 and schedule a free demo of our AI assistant software here.

2. Prioritize Task Automation Features

To get the most from AI sales software, it is essential to check its automation capabilities. The true value of integrating AI software into your system is the ability to automate repetitive tasks, which enhances customer interactions and improves overall efficiency.

Automating everyday tasks helps free your sales team from time-consuming activities like data entry, allowing them to focus on what they do best: closing more deals. AI sales assistants can streamline large volumes of data, making processes like lead generation and sales calls more efficient.

Selecting an AI sales program that can handle forecasting, lead prioritization, pipeline management, following up, and scheduling meetings will immediately enable your team to increase their productivity. So, task automation features should always be your focus when choosing from the vast selection of AI sales management software programs available.

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3. Look for AI-Powered Software That Aligns With Your Company Size and Activities

When selecting AI assistant software, you need to ensure that the program you choose is capable of meeting your organization’s needs. Sounds obvious, right? But, it is crucial to remember that many factors need to be considered.

Here are just a few variables to keep in mind when choosing your AI sales software:

  • Is the AI-powered program currently being used by businesses of similar size and scale to your company?
  • Does the vendor have experience deploying its software in organizations similar to yours?
  • Will the AI software integrate easily with your business’s existing applications? It is essential to check with your team to determine which applications are used the most and then verify how the AI program will integrate with these.
  • Can the software be used wherever and whenever your team needs it? Your outside sales team needs AI field sales software that functions seamlessly, whether they are out in the field, working remotely from their kitchen table, or in the office. It is essential to check with your outside sales team which devices they use to access work applications and make sales and contact the vendor to confirm capability.
Be sure to copy and paste these questions in an email to your prospective vendors.

4. Choose AI Sales Assistant Software With Chatbots

Nowadays, customers expect to be able to contact your business 24/7. While having staff working night and day may be impractical, you can implement an alternative solution. This is where chatbots come into their own. Utilizing chatbots to support your customers ensures that help is always available and enhances the customer experience.

You can deploy more than one AI sales assistant program, and chatbots like Drift can provide entertaining, transactional, and conversational messaging that expands your business’s opportunities to engage with its customers even further.

5. Select a Platform that Smoothly Integrates with Your Current Workflow

Smooth integration of AI sales assistant software is essential. The easier it is for the software to integrate with your existing platforms, the sooner you will see its benefits. Checking the software’s compatibility with major sales and marketing plans and ensuring that it uses an open application programming interface (API) is vital for smooth integration.

Carrying out checks on a fundamental level will help you get an idea of how compatible the AI software program is. So, checking that it can integrate with your email, calendar, CRM system, and smartphone is a valuable starting point.

Sales AI integrating with reporting, CRM

6. Customization and Scalability

Customizability and scalability are vital for aligning the AI sales assistant with your unique business processes and accommodating changes in your sales strategies. As your sales teams expand, your AI assistant must ensure easy adoption of new features and integrations to support more extensive operations.

Performance data and feedback from your sales team are critical components in optimizing this technology to enhance sales processes in a growing business. FYI – Veloxy is built to evolve and adapt alongside your business. Fortune 500 and Inc 5000 sales reps have used Veloxy for years.

Optimizing Lead Generation and Conversion Rates with AI

AI sales assistants can significantly enhance lead generation and conversion rates through extensive data analysis to pinpoint potential leads, forecast conversion likelihoods, and automate contact and follow-up interactions. By analyzing data from CRM systems, social media interactions, website visits, and email communications, AI sales assistants help qualify and prioritize leads more effectively.

AI sales assistants offer sales professionals:

  • Insights into probable sales opportunities
  • Guidance on prioritizing deals and actions
  • Improved sales forecasting and lead scoring
  • Automation of repetitive tasks
  • Prediction of customer behavior

These features significantly benefit sales teams in strategy creation and engagement enhancement.

sales ai assisting with lead qualification

Predictive Analytics for Lead Qualification

Predictive analytics enabled by AI examine past data and market signals to rank potential customers by their likelihood to purchase, improving the efficiency of lead qualification. With AI lead scoring, businesses have observed an increase in marketing conversions by up to 20% and a decrease in customer churn by up to 31%.

AI-powered sales assistants offer the following benefits:

  • Enable the development and implementation of various scoring models quickly to adapt to different stages in the customer’s journey
  • Offer significant customization
  • Empower sales modules to prioritize leads effectively
  • Ensure focus is placed on contacts with a higher potential for conversion

Integrating AI predictive analytics into CRM systems enhances the capabilities of sales assistants.

Crafting Personalized Email Campaigns

Generative AI tools (such as ContentForce AI, Jasper or alternatives) can automate the creation of personalized marketing materials, including email content, increasing efficiency and engagement. Personalized sales pitches and proposals created using AI enhance customer engagement and satisfaction.

AI aids in crafting tailored email campaigns, improving their effectiveness through optimized timing and frequency, and leveraging A/B testing for continuous campaign enhancement. Using AI in email management ensures high-velocity content delivery that resonates with leads and existing customers.

The Role of AI in Managing Sales Data and Customer Information

AI sales assistants offer several benefits for sales teams, including:

  • Capturing and logging sales call insights, customer data, and sales activity in real time, enhancing the accuracy of CRM records
  • Streamlining workflows to ensure that each step in the sales process is efficient and productive
  • Saving time for sales teams

These tools can significantly improve the effectiveness and efficiency of sales processes.

In managing the sales pipeline, AI tools automate the initial stages of lead qualification, providing managers with a detailed, real-time view that allows for strategic decision-making. It’s like combining a data analyst and sales strategist into one intelligent tool.

integrating sales ai to manage CRM data

Accurate Data Entry and CRM Updates

The use of AI algorithms in CRM offers several benefits, including:

  • Automating routine data management tasks
  • Maintaining the integrity of the data
  • Automating the processes of data cleansing and enrichment
  • Ensuring that customer data is kept accurate and up-to-date

This accuracy ensures a smoother sales process and helps maintain a positive customer experience.

Sales Intelligence for Strategic Decision-Making

AI sales tools provide sales leaders with real-time insights and recommendations, which are crucial for informed decision-making and strategic planning. Conversational intelligence tools use AI to transcribe, analyze, and summarize sales calls, evaluating customer interests, sentiments, and identifying key conversation metrics.

CRM systems enhanced with AI provide the following benefits:

  • Predictive insights into customer behaviors and preferences, leading to better prioritization of sales opportunities
  • Analysis of historical data and market trends to recommend personalized interactions and pricing strategies that maximize profitability
  • An intelligent advisor guiding you through the intricacies of sales strategies

These AI tools enhance the effectiveness of CRM systems and help businesses make informed decisions.

ai and sales team decision making

Leveraging AI for Enhanced Sales Training and Performance Tracking

AI sales assistants facilitate real-time coaching and feedback, enabling continuous learning and performance improvement for sales professionals. Managers can efficiently coach larger sales teams as AI assistants automatically provide information from knowledge bases during sales interactions, minimizing the need to halt calls for consultation.

Sales managers can leverage AI to ensure that sales reps adhere to designated sales methodologies throughout their customer interactions, improving the consistency and effectiveness of sales strategies. Think of them as personal trainers offering valuable insights to boost performance.

Real-Time Coaching and Feedback

AI sales assistants analyze sales data and provide immediate feedback to sales reps, which can lead to rapid performance improvements. AI can create summaries of sales interactions, allowing sales managers to quickly assess conversations and team member performance without reviewing entire calls.

AI assistants provide sales managers with:

  • Call highlights
  • Transcripts
  • Notes
  • Essential metrics

These tools can be valuable for enhancing performance and productivity in the sales process. Think of it as a personal trainer offering valuable insights for honing sales skills.

Monitoring Sales Metrics and KPIs

AI tools facilitate the automation of data collection for sales KPIs from multiple sources, offering instant insights for decision-making. AI-driven workflows can process large volumes of sales data and execute complex calculations, ensuring consistent and precise sales metrics across the organization.

AI contributes to strategic business planning by helping:

  • Select and prioritize sales KPIs that have the most significant impact on achieving business objectives
  • Track call metrics like talk:listen ratios, call durations, and interactivity
  • Assist sales managers in providing targeted feedback to enhance sales performance

Future Trends in AI-Powered Sales: What's Next?

As we look towards the horizon, AI sales assistants are expected to increasingly integrate with Internet of Things (IoT) devices and benefit from advancements in natural language processing. Future AI sales assistants will likely offer:

  • Improved predictive capabilities
  • Integration with augmented reality (AR) and virtual reality (VR) for enhanced sales experiences
  • Greater emphasis on ethical AI practices, aligning with standards for transparency, accountability, and data security

By 2025, it’s projected that 75% of B2B companies will harness AI to bolster their sales strategies, gaining a competitive edge in their markets. Veloxy is at the forefront of these advancements, continuously evolving to meet the needs of sales executives and representatives. As AI technology progresses, Veloxy aims to integrate these innovations to help your sales team achieve even greater productivity and success.

Why Veloxy?

With AI technology developing so quickly, plenty of solutions are available, so why choose Veloxy? Simply because we work to provide the best solutions available in a market where there are a lot of sub-par options.

We take a comprehensive approach to ensure we can meet the needs of any business. Whether you’re struggling with finding new contacts, managing admin work, keeping track of leads, or anything else, our AI sales assistant software can benefit you.

Some of our clients have been able to drive up to 200% more revenue after implementing our sales solution. G2 has given us multiple awards, including being among the Top 50 Sales Products in 2022 and the Easiest Enterprise to do Business With in Spring 2024.

You can try our free demo a try to see how beneficial our platform can be first-hand. If you have any queries or concerns, we’re always happy to help. You can contact me via email at sauvik@veloxy.io or over the phone at 510-402-6913.

veloxy sales engagement software

AI Sales Assistant Software Conclusion

If you want a feature-packed AI sales assistant that integrates seamlessly with Salesforce, choose Veloxy. Veloxy enables you to gain maximum benefits using Salesforce.

Introducing Veloxy to your business will help you shrink sales cycles and send out and track bulk mail, all while providing engagement analytics. With Veloxy on your side, your team can focus on making sales.

Are you ready to learn more about what Veloxy can do for your business? Discover the only artificial intelligence sales assistant software you will ever need. You can try Veloxy for free as part of our 15-day trial.

Want to know what our customers think of Veloxy? Take a look at Veloxy 5 star reviews here:

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Sauvik Sarkar

Sales AI is transforming selling activities for companies of all sizes, and one of the leaders in this movement is Sauvik Sarkar. While artificial intelligence can be intimidating to most, Sauvik helps improve adoption with one-on-one training, insightful blog articles, and more.

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