The traditional linear sales process no longer exists. Today’s B2B buyers enter or re-enter the sales funnel at different stages.
Plus, every decision-maker has their preference, leading to varying sales processes and sales professionals on the run to adapt quickly.
That’s where AI sales assistant tools can help with data entry, sentiment analysis, outreach, automated chat, and more.
This post explores the 11 best AI sales assistant tools every salesperson needs to add to their workflows.
Before that, let’s brush up on the top qualifiers to spot the best AI sales assistant.
Six parameters that your chosen AI sales assistants must fulfill:
The AI sales assistant must analyze customer/prospect data and interactions, customer feedback, and sales performance to offer real-time sales and product insights. For example, insights on the best copywriting techniques for outreach.
These insights can prepare sales reps to handle prospect calls better and work on their skill gaps. Sales leaders, too, can access AI insights to improve overall sales efficiency.
The AI tool should make procuring or creating valuable sales enablement assets like training materials, pre-made outreach templates, and sales scripts easier.
For example, Generative AI finds patterns in customer interactions and enables teams to train better on objection handling or addressing queries in less time.
The AI sales assistant must integrate with various tools and tech in your organization so you can rely on it to provide accurate answers and insights based on up-to-date resources.
For example, a GenAI-based digital sales assistant that integrates with your knowledge sources and sales enablement tools to sync data and generate precise answers.
Be it filling RFPs, Infosec, or RFI documentation or generating agreements, sales proposals, and terms and conditions—an AI sales assistant must be able to handle these administrative tasks and ensure each document is compliant.
Check for the AI tool’s generative capabilities and intuitive Q&A interface. These are perfect for onboarding team members and helping them ramp up the sales campaigns and processes, faster.
Ensure the AI tools adhere to ethical data usage protocols. And since you’re sharing business-critical data, the AI assistant should comply with global data security standards, such as GDPR, ISO 20017, SOC 2, and more.
Here’s our top-recommended list of AI sales assistant tools you should try:
Docket is an AI-led digital sales assistant that answers critical questions about your product, organization, and sales process in just a few seconds on the platform or via communication tools like Slack or Teams.
With Docket, your customer-facing sales reps will have a virtual assistant at their beck and call to answer critical questions and complex queries.
Key benefits:
2. My AI Front Desk
As the name suggests, My AI Front Desk is an AI-powered prospect-handling tool for small businesses. It can automate appointment scheduling, call reminders, and Q&As over the phone.
Sales teams and managers can access the tool’s analytics, such as call transcripts, text histories, total users converted, etc., right on the dashboard.
Key benefits:
Most sales reps are forced to take endless notes between calls. However, with a meeting assistant AI tool like Meetgeek, sales teams can automate this task and save time.
Meetgeek uses AI to auto-record video calls, transcribe, and analyze them to spot trends and improvements.
Key benefits:
Gong’s customer-centric, Generative AI models are built on high-quality sales data. These customizable AI models give you critical insights from customer interactions, so your sales reps can spend less time re-listening to recorded calls and more time acting on key information.
Key benefits:
Clay’s AI features help sales reps generate “human-like” outreach messages and emails. Clay integrates with ChatGPT to create a personalized outreach campaign, and target leads more precisely.
Key benefits:
Lavender is an AI-powered sales email assistant tool that improves email response and conversion rates through strategic email copy and suggestions. It’s simple to use and easily integrates with multiple sales platforms.
Key benefits:
Regie.ai is a GenAI platform that assists sales teams by automating outbound sales processes, such as booking sales meetings, finding contacts based on ICP, generating AI prompts for outreach messages, and more.
Key benefits:
Apollo AI is one of the world’s largest B2B databases, with over 250M+ verified contacts and 73M companies. It is also the first AI sales assistant to run on a database. It saves reps time searching for prospects’ valid emails or phone numbers.
Apollo also scores prospects based on behavior and customer fit, so your outbound campaigns fetch the highest ROI.
Key benefits:
9. Otter.ai
Otter.ai is a GenAI meeting assistant for sales. It automates note-taking and summarizing sales calls by auto-joining Zoom, Google Meet, and Teams calls, thus saving time and reducing human errors.
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10. CoPilot AI
CoPilot is an AI sales assistant that automates data entry, reply prediction, and sentiment analysis. It streamlines sales team workflows by simplifying meeting management and analyzing buyers’ LinkedIn profiles to tailor messages.
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11. ChatGPT
Last but not least, ChatGPT by Open AI is the best free AI assistant tool for sales teams. It can have human-like conversations based on prompts and offer suggestions to improve sales messaging.
For example, sales teams can save time by using ChatGPT to generate outreach messages and call scripts by entering the right criteria, like so:
Key benefits:
Choose the AI sales assistant that’s right for your use case by mixing and matching capabilities and carefully evaluating the options below:
If you’re new to AI or want to explore a simple digital sales assistant, try Docket. It’s a highly secure tool that shadows your sales and GTM teams by giving accurate answers to complex queries in seconds.
