Mar 20 • Shelley Walters

Sellers Can Sell Smarter with Embedded AI-Powered Insights Fueled by Customer Data

In the fast-paced world of B2B sales, staying ahead of the curve is essential. As a salesperson, your success hinges on your ability to understand your customers, anticipate their needs, and close deals efficiently. Enter AI-powered insights—a game-changer for sellers looking to up their game.

The Power of AI in Sales

Artificial Intelligence (AI) has revolutionized the way we do business. For sales professionals, it’s not just about automating repetitive tasks; it’s about gaining a competitive edge. Here’s how AI can transform your sales process:

  1. Smarter Research: Imagine having an AI assistant that scours the web, analyzes customer data, and provides you with relevant insights. Meet Copilot for Sales—your research partner. It helps you understand accounts, updates your CRM, and prepares you for meetings, all from your mobile device or browser1.
  2. Call Summarization: No more tedious note-taking during client calls. AI-powered call summarization extracts essential details, allowing you to create concise meeting summaries and share them with your team. Efficiency? Check.
  3. Personalized Emails: Crafting compelling outreach emails can be time-consuming. With AI, you can generate personalized emails for common scenarios—introductions, follow-ups, and more. The best part? These emails match your unique tone and style1.
  4. Automated Prospecting: Say hello to Automated Prospecting powered by Data Cloud. It combines internal Salesforce data with external sources in real time. The result? Prospect lists based on account segmentation, customer fit, and buyer engagement scores. Reach out to potential clients when they’re most likely to convert1.
  5. Process Intelligence: Sales operations teams can build data models to optimize performance indicators. Whether it’s win rates or attrition metrics, AI-driven insights help you fine-tune your strategies1.

Why AI Matters

Sales reps spend a whopping 72% of their time on administrative tasks—think prioritizing leads and researching prospects. Only 28% expect their teams to meet annual quotas. AI bridges this gap by streamlining processes and freeing up valuable time for what matters most: closing deals1.

Getting Started

Ready to sell smarter? Here’s your action plan:

  1. Embrace AI: Familiarize yourself with AI tools available in your sales tech stack. Salesforce’s integrated Sales Cloud Unlimited Edition+ offers a simplified way to consolidate your tools, including Slack, Salesforce Data Cloud, and Revenue Intelligence1.
  2. Learn and Adapt: AI is a journey. Invest time in understanding how AI works, experiment with different features, and adapt your approach based on real-time insights2.
  3. Personalize: AI isn’t about replacing human touch—it’s about enhancing it. Use AI-generated insights to tailor your interactions with clients. Understand their behavior, preferences, and pain points3.


In the ever-evolving landscape of B2B sales, AI is your secret weapon. Sellers armed with AI-powered insights can navigate complex markets, build stronger relationships, and close deals faster. So, go ahead—sell smarter, and let AI be your copilot on this exciting journey.

Remember, the future of sales is here, and it’s fueled by data and AI.