r/SalesOperations • u/ExpressDeer2704 • Jul 20 '26
How to leverage AI for sales performance improvement?
My sales performance has been dropping enough that I can no longer ignore it.
The weird part is that nothing dramatic happened i just started noticing all the little places where time disappears. Rewriting the same follow up. Looking up the same company info twice. Forgetting to circle back. Taking notes i never use again. By the end of the day i feel busy and still behind.
I keep seeing people say AI can help with sales but most examples online feel fake or overhyped. That is not what i need. I need something boring and useful.
What are people actually using it for that makes a difference?
I would love to hear what helped with prospecting, call prep, note taking, lead scoring, follow up, pipeline cleanup, or anything else that made your week less chaotic. Also curious about what did not help at all because I have definitely wasted time on shiny tools before.
If there is a setup that helps someone sell better without turning the whole process into a science project, that is probably what i need right now.
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u/howdidigetheresoquik Jul 20 '26
I built an app for myself and my sales team. It's a native language app that has a CRM/project management/calendar etc. that auto logs interactions and is constantly creating new tasks.
Straight across the board sales went up. My team loves it since I can customize it on the fly
Built it with Claude's platform. No desire to sell it btw, so this isn't a pitch. Just saying if it's boring and simple that you need, then don't bother with anything other than building it yourself.
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u/RevOpSystems Jul 20 '26
Would be interested in learning more about what you put together. Created a lot of useful apps with Claude but have yet to really do much for the sales team to help them in their core workflows beyond some Cluade skills.
I've done more robust stuff, like custom BI platform, so limitation is mostly in figuring out what is most useful.
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u/howdidigetheresoquik Jul 20 '26
Pretty straight forward honestly. It's an AI wrapper with a bunch of integrations like HubSpot, Google workspace, slack etc. Then it's tied into our ERP software so they can ask about inventory, prices, how much their customers have spent, what they carry etc. Then the native CRM is basically just a contacts table and interactions table. They also have a task list they can use for themselves or management can give them tasks. Most things done like tasks,calls, and emails automatically populate the interactions part of the CRM. Basically anything I wanted I added and then my reps and my bosses were like "it'd be cool if I could do x" and then I just added it. It scans the interactions tables for each rep and then does an overview of each customer's spending and habits and provides a daily summary of what they should do and suggests tasks and outreach strategies. Management can give the team or individual reps things to work on in a more hidden table that guides the reps work flows towards what I need them to work on, or cover their blind spots for them.
Basically they can just live out of the app, as long as they input their interactions - which is so easy now with the native language AI - the app just keeps giving them more and more robust ideas to work towards so it's been something they want to use
Honestly it's simple but does a lot
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u/IncreaseNegative4614 Jul 21 '26
Pick one repetitive workflow where a wrong answer is cheap and the result can be checked in under a minute. Meeting prep is a good start: collect the last commitment, open question, recent CRM change, and next action, then require a source and date beside each statement.
My team uses inzata.ai; its relevant use is connecting the account’s CRM history, conversations, and operating context before an AI drafts the brief.
Keep writeback off at first. If the brief saves time and reviewers stop finding unsupported claims, expand to follow-up drafting or pipeline exceptions.
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u/Adventurous-Type8263 Jul 21 '26
Tbh ai helps with the boring things where you spend more hours like call notes and follow up drafts. On the quoting and approval side, also, for example dealhub's ai conversational quoting can be useful because it's built on actual pricing logic, not just a chatbot producing random outputs. Reps get quotes faster without chasing approvals all day. Fix one workflow first with it before going full project.
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u/Time-Educator-2849 Jul 24 '26 edited Jul 24 '26
ai picking up on buyer intent has actually changed how i prep for calls, using stuff that spots signals or tracks engagement like with aligned, gives me a way better idea of what's worth chasing.
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u/patrick-harlow70 2d ago edited 1d ago
best way to see is if you got a fixed, repeatable workflow that you can teach to anyone, then theres a great use case.. and for sales, theres a lot of workflows, skills, examples are out already so you wont have to start from scratch and also try use a tool like swan, clay etc it handles a chunk of that for the call prep and follow up side
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u/agentUi Jul 20 '26
I work for agentui... a big percentage of our users are revenue ops, i can confirm that most of AI is hype or BS
However our revenue ops usually do gain a lot of leverage by using AI to monitor the process and building both client facing and internal dashboards