More and more people have been asking us about how they can leverage AI for sales to improve their operational efficiency.
It’s true – the sales teams that are using AI are saving time, booking more meetings, and identifying opportunities that they did not know existed before.
In this article, I’ll show you how you can use AI to level up your sales motion. I’ll also go over different AI-powered sales tools that you can use for each use case.
Lastly, I’ll show you successful examples of companies using AI in their sales workflows and how they did it.
Before we begin, let’s start with the basics: 👇
How is AI used for sales?
Artificial intelligence is being used by sales teams to save time and boost productivity by automating tasks (such as outreach or research), predicting lead behaviour, and identifying opportunities.
By automating tasks that usually require manual work, such as researching prospects to craft personalized messages, your human sales reps can work on closing deals and building relationships with high-intent leads.
➡️ The way we have structured our sales workflow is that we use AI for cold and lukewarm leads so our human sales reps can focus on the ‘’hot’’ leads.
What are the benefits of using AI for sales in 2025?
The main benefits of using AI for sales include:
- Saving time from manual work your sales team would have done themselves either way, such as researching prospects or preparing for sales calls.
- Working 24/7 for you, instead of 9-5, such as AI chatbots, which we will discuss later. This will allow you to capture the right timing as well.
- Analyzing data, such as internal information from your CRM to predict lead behavior.
- The scalability of being able to reach out to more prospects.
- Saving you money from having to hire more junior sales reps to reach out to more prospects or do more manual work.
The 8 types of AI tools for sales
There are 8 core types of AI software for sales teams, including:
- Chatbots: These are AI tools that converse with your prospects on your website. Their goal is to pre-qualify and answer questions before trying to book a meeting with your site visitors.
- Copilots: These are AI sales tools that your internal sales team can use to ask different questions about data or prospects in the pipeline. They can also generate text for cold outreach or LinkedIn messaging.
- Sales agents: These are complex AI tools that can perform multiple tasks to automate some of your sales tasks, such as researching prospects and then reaching out to them automatically.
- Predictive analytics tools: These are tools that analyze your historical data to try to forecast sales performance or to identify potential hot leads that your sales team should prioritize.
- Sales prospecting tools: These are AI for sales tools that can automate and optimize the process of finding, qualifying, and engaging with potential clients.
- Sales enablement tools: Lastly, these are sales tools that use AI to help your sales team be better prepared with insights, such as analyzing sales conversations or simulating sales scenarios.
- Data enrichment tools: These are sales tools that use AI to enrich and update CRM data.
- Video generation tools: These are AI sales tools that leverage artificial intelligence to generate sales videos with avatars.
10 ways you can use AI to level up your sales motion
Here are 10 use cases of AI for sales that you can use based on what I’ve seen work best in the industry: 👇
#1: Set up an AI chat
You can set up an autonomous sales chatbot that can engage with high intent and target accounts visiting your website on your sales reps’ behalf.
The beauty of these AI-powered chatbots is that you can customize how you want them to interact and in what scenarios they should interact.
For example, Warmly’s AI chatbot for sales teams can be customized to run:
- For specific target audiences (e.g., company size <1,000).
- With a condition, such as prospects being on the Pricing page.
- The specific message you want it to start with and then the routing rules.
The goal of the chatbot is to answer commonly asked questions and to either try to book meetings or route to a human sales agent.
But our AI sales chat is not just another chatbot.
It can automatically scrape the website information of your accounts and combine that with metadata across your systems to construct personalized chat messages to your prospects.
#2: Automatically reach out to prospects
Your sales team can leverage AI to automatically reach out to your warm prospects.
Here’s a workflow that we have been working on with 11x’s sales agents to create:
Instead of your sales team manually reaching out to prospects after identifying them with visitor identification software like Warmly, 11x’s AI SDR uses Warmly’s warm lead data to prioritise contacts based on intent signals, such as:
- Website activity (e.g., visited your pricing page).
- Chatbot interactions.
- Research intent.
- Email engagement.
- Recorded sales activity in your sales CRM.
And then automatically reach out to them for you.
Here’s how the process looks like with our partnership with 11x:
- Warmly de-anonymizes your site visitors (both companies and contacts so the outreach can be more targeted).
- Our platform filters prospects based on intent signals and any existing segmentation rules that you’ve set up in your account.
- The leads are then funnelled to the best-fit outreach path based on their intent.
We prefer using this workflow for the warm leads, not cold or hot leads.
Warm leads are showing some intent signals, but they are not ready to buy yet, which is why we prefer using 11x’s sales agents to do automatic LinkedIn and email outreach in high volumes.
This workflow can also be customized. You can use segments to narrow down your leads to people who’ve fulfilled specific intent signals.
For example, you can create an AI SDR campaign for leads who have researched your competitors or prospects who have already interacted with your website’s AI chat.
Our partnership with 11x did not aim to create a spammy AI sales agent that would just bombard your prospects with emails.
➡️ Our AI sales agent has built-in quality checks to ensure that every message you send out is effective, compliant, and aligned with your brand voice.
Your sales team will be able to focus on nurturing high-priority leads by leaving the legwork to 11x’s AI SDRs.
Book a demo to find out more about this sales workflow that can book you meetings with qualified leads on autopilot using intent data.
#3: Lead scoring and prioritization
Another way to use AI for sales is to score leads and prioritize them based on their potential to become paying customers.
The technology takes into consideration:
- The buying intent of the prospects (e.g., are they in the market for a solution like yours?).
- The topics they are actively researching.
- The pages on your website they’re looking at.
- How they fit within your ICP.
For example, Warmly offers sales teams information on different client accounts, including their ICP-fit score, their trend, intent signals, and research intent.
#4: Sales forecasting
AI sales forecasting uses machine learning algorithms to analyze large quantities of data to identify patterns and trends that can help your sales team predict future sales performance.
There are sales tools like Gong AI that leverage signals to help your sales team predict which customers are likely to convert.
The way it works is that the platform uses 300+ unique signals within your CRM data and customer interactions to help you create accurate deal and sales forecasts.
These platforms can also alert your sales reps when a deal is close to being lost and highlight potential causes to help your human sales team address them on time.
#5: Researching
One of my favourite AI for sales use cases has to be AI’s ability to scale account research for your sales team so they can send personalized messages.
For example, tools like UnifyGTM have an AI sales agent that can scrape your prospects’ websites, browse the Internet, and pull CRM data to help you learn more about your prospects.
The way it works is that the AI-powered sales tool automatically triggers research when a buyer or company meets specific criteria that your sales team has set.
The researching sales agent then goes on to scrape their website, search the web, and analyze data to learn more about the prospect.
It then combines contact, LinkedIn, and CRM data to help your team to personalize the messaging to each prospect.
Alternatively, there are AI tools like Clay that research each prospect in-depth and then allow you to ask the tool questions about the prospects, such as whether they are hiring at the moment.
#6: Personalizing outreach
Another AI use case for sales is the ability to personalize your outreach, whether it’s on email or LinkedIn.
For example, 6sense combines its 6sense Signalverse data, 6AI, and your organization’s content library to automate and personalize email workflows at scale.
The platform lets your sales team personalize cold or warm emails being sent out with elements such as:
- The prospects’ company, industry, or job.
- Information from the prospect’s LinkedIn account.
- Specific keywords that the engine has figured out that the prospect is interested in (e.g., project management software).
6sense’s AI sales agent lets you generate and then automatically send emails that are personalized to your prospects using the tool's out-of-the-box agent playbooks.
➡️ The platform also tries to improve your email deliverability by utilizing custom sending domains and contact validation rules.
#7: Build prospect list
Your sales team can leverage AI to build targeted prospect lists that are based on your ICP.
Tools like Happysales help you build intelligent and highly-targeted lead lists using proprietary data sources with its machine learning algorithm.
The platform is sure that the prospect at hand is ICP-fit by running in-depth, real-time research into each prospect to find out if they are worth your sales team’s time.
Happysales will then provide your sales team with everything that they need to know about the prospect, including historical conversations with the AI chatbots on your website.
It can then craft personalized emails and messages.
#8: Personalized video messaging
Your sales team can scale your personalized video outreach to boost both productivity and reply rates by prospects – with AI.
For example, Vidyard lets your sales reps create and send AI-generated video messages to prospects even when they're not available to record in person.
The way it works is that your human sales rep creates a custom AI Avatar by recording a 90-second training video or selecting from a library of stock Avatars.
The system then generates a script, which can be written manually or created using Vidyard's AI-powered script generator.
The AI Avatar records the video, which can be personalized with your prospect data.
Videos can then be created and shared with your prospects directly from browser extensions or integrated sales tools, such as Apollo, Salesloft, and Outreach.
#9: Recommendations on next steps
An underrated way of using AI for sales is to leverage its ability to judge the best next steps for your sales reps on certain leads.
I found this functionality to be especially helpful for junior SDRs who are still learning how to deal with complex deals.
For example, tools like ZoomInfo have a Copilot capability that can provide your sales reps with recommendations and suggestions.
Based on the screenshot from above, you can see that it suggested to the SDR that it’s a good time to reach out to the prospect at hand since they showed buying intent for SCO software.
It can detect relevant deal opportunities and suggest the actions that your sales team should take to close the deal.
For bonus context, such as when switching between reps, the Copilot provides detailed profile and deal summaries so everyone can catch up on the account.
#10: Analyzing sales conversations
Last but not least, your sales team can leverage AI-powered productivity tools like Fireflies to help them analyze sales conversations.
You’ve probably heard of Fireflies before and other similar AI note-taking apps (e.g., Otter AI, Jamie), but they are underrated when it comes to how useful they can be for sales teams.
Your sales team can use an AI-powered note-taking app to:
- Transcribe and summarize sales meetings across Zoom, Google Meet, and Teams.
- Automatically create notes that highlight key moments (e.g., pain points).
- Generate meeting summaries with analysis on next steps, tasks, and questions asked by the prospects.
- Detect buyer sentiment, identify talk-to-listen ratio, recognize critical topics, and measure your sales team’s performance during sales calls.
Fireflies AI, the tool in question, also comes with an analytics platform where you can see questions asked and get access to topic insights.
5 examples of companies that are (successfully) using AI for sales
I walked you through different ways that sales teams can use AI, but are there companies that’ve seen actual results from them?
Here are 5 examples of companies that successfully utilized AI for sales: 👇
#1: Kandji booked 2 qualified meetings in 8 minutes with Warmly’s AI Chat
Kandji is a device management platform for Apple devices that decided to give Warmly’s AI chat a chance.
The company started booking qualified sales meetings within a few minutes of utilizing our AI-powered sales chat from their website visitors.
The AI Chat accurately identified prospects' companies and generated personalized messages and then initiated conversations that led to meeting bookings.
Our system then notified their sales team on Slack when the prospects engaged with the AI chatbot so they could take over the conversation in real-time.
Here’s how the chat transcript looked like:
#2: Apricorn saves about 5 hours a week with ZoomInfo’s Copilot
Apricorn, a manufacturer of hardware-encrypted external data storage, has reduced email outreach time for their sales reps from 2 hours down to 20 minutes, which saves their team about 5 hours per week.
The manufacturer uses ZoomInfo’s Copilot to help them target good-fit prospects and highlight high-value deal signals.
This has also resulted in one of the sales reps seeing an immediate 10% increase in response rates.
Fast forward some time, the Copilot has successfully predicted nearly half of users’ existing pipeline, with 45% of opportunities in their CRMs matching Copilot’s recommendations to engage.
In terms of results in the end, the company’s sales team feels about 60% more productive with the sales copilot since they can optimize their sales flows and improve prospecting.
#3: ReviewThatPlace
ReviewThatPlace.com, a digital solutions company, decided to give Vidyard's AI Avatars a chance to create personalized video cover letters for each proposal.
The company was struggling to stand out in their crowded market and wanted to experiment with something new.
They were able to increase its daily personalized video output to 50 videos a day, which was previously impossible for them with manual recording.
In terms of results, the brand saw a 760% increase in proposal view rates – from below 5% to 43%.
The use of Vidyard’s personalized AI Avatar videos also led to a 400% increase in the rate of converting proposal views into meetings.
#4: Upwork
Upwork used Gong’s Forecasting to achieve 95% sales forecasting accuracy, even during organizational changes and economic uncertainty.
The company’s RevOps team was able to reduce forecasting time by 50% while increasing sales rep participation to 100% – streamlining their process from multiple tools to only using Gong’s platform.
Gong’s AI further helped Upwork with its real-time insights and AI-powered risk detection that helped it assess the health of its pipeline to uncover potential issues.
#5: Connectteam
Connectteam was facing challenges in scaling their personalized outreach without having to hire additional sales reps.
The platform was also struggling with a staggering 75% no-show rate on the meetings they were booking.
This is when they implemented 11x’s ‘’Mike’’, an AI-powered SDR, to handle personalized calls, schedule meetings, and follow-up to confirm attendance.
The AI sales agent handled 120,000 calls every month and was able to schedule 20 meetings per week with a conversion rate of about 40%.
Mike helped them reduce their no-shows by 73% and added a $30,000 increase in monthly recurring revenue without them having to expand their team.
Connectteam was able to save over $450,000 annually in SDR salaries while avoiding the need to hire additional staff.
Next Steps: Automatically engage ICP-fit prospects with AI Chat and 11x’s AI Sales Agent integration
I believe that the best sales reps will be the ones who can best utilize AI to save time and better engage their prospects with more personalized and targeted outreach.
To help sales teams prosper in the new ABM 2.0 era, Warmly offers:
- A strategic partnership with 11x that combines their AI sales agent technology with Warmly’s data-led warm lead strategy to revolutionize your entire sales motion.
- AI Chat that can converse with your website’s visitors based on pre-determined criteria and either book meetings for you or route to your human sales team.
- Automate the search for high-potential prospects using AI technology, ensuring your sales team focuses on the right opportunities.
By signing up to Warmly, your sales team will also get access to:
- The ability to identify potential buyers by tracking their interactions with your website and get insights into their interest level.
- A wide range of accurate prospect contact details directly from the Coldly database, helping you reach out to the right people.
- Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
- A Bombora integration that helps you proactively reach out to your warm leads, track who’s researching terms relevant to your product and brand, and get in front of them before your competitors do.
You can sign up for Warmly’s free plan and find out how it can fill your pipeline with qualified leads (the setup takes a few minutes), or book a live demo to see it in action first.