AI for Sales — without putting your CRM data at risk
Sales reps were the first to find AI useful, and the first to push it past safe limits. This session shows reps where AI lifts their numbers and where they need to pump the brakes.
Built specifically for AEs, BDRs, and sales managers.
Focus on the use cases that close more deals: prospect research, follow-ups, proposal drafting.
Clear rules on CRM data, prospect data, and competitive intelligence.
Where AI is winning in sales
The places we see consistent ROI in small-business sales teams.
- Pre-call research — pull a quick brief on a prospect company in 60 seconds.
- Email follow-ups — variations on a theme without sounding like a template.
- First-pass proposals — get to a 70% draft in 10 minutes instead of 90.
- Call summaries — clean meeting notes with action items.
- Talk-track preparation — anticipate objections and rehearse responses.
Where sales teams get into trouble
And the patterns to catch before they do.
- Pasting prospect lists from your CRM into ChatGPT, Claude, or any consumer AI for 'analysis'.
- Drafting proposals using actual prior-customer data as the example.
- Letting AI write claims about your product or pricing that aren't accurate.
- Sharing competitive battle cards through AI tools that retain training data.
What we leave with the team
A sales-specific cheat sheet, three tested prompt templates per top use case, and a 30-day adoption challenge to lock in the habit.
Plain-English answers
Will this actually move our numbers?
Want a hand getting this right?
A 30-minute conversation often saves weeks of guessing. We'll talk through your team, your data, and what to do first — no slide deck required.