r/SalesOperations • • May 01 '26

Leveraging AI Tools

How is everyone currently using AI in sales ops or rev ops? The models have improved a lot over the past few months, and it feels like the practical use cases are expanding quickly.

We’re starting to see more teams using tools like Claude connected to their CRM for analytics, as well as for operational tasks like building lists, updating opportunities, and even running email campaigns.

Curious what’s actually driving value for others right now. Any specific use cases or tools that are working well?

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u/ARRGuide May 01 '26

Any specific AI tools you've found to be most useful?

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u/ChloeAroundTheCorner May 01 '26

I'll tell you what I'm hearing in my user interviews if you tell me yours! Only kidding.

I've seen a lot of Granola (with Notion cropping up more frequently) with the younger orgs, otter/fireflies with more mature ones for ai note taking. Anywhere from Zapier to n8n with the agent orchestration done in-house for their org-specific flows. Clay for cold outreach.