https://salesusecases.ai/ Real AI tool use cases for sellers and sales leaders, by outcome. Sat, 24 Oct 2026 20:43:11 +0000 https://salesusecases.ai/case/microsoft-365-copilot-outlook-summarize-a-long-customer-email-thread-b/microsoft-365-copilot-outlook-summarize-a-long-customer-email-thread-bSave rep timeSat, 24 Oct 2026 12:00:00 +0000Copilot in Outlook can summarize an email thread, with citations that link back to each message, to help a seller catch up on an account's history before a call or QBR. Source: https://support.microsoft.com/en-us/outlook/copilot-pages/summarize-an-email-thread-with-copilot-in-outlook https://salesusecases.ai/case/microsoft-365-copilot-outlook-summarize-an-attached-proposal-contract/microsoft-365-copilot-outlook-summarize-an-attached-proposal-contractWin more dealsSat, 24 Oct 2026 12:00:00 +0000In new Outlook, Copilot can summarize PDF, Word, or PowerPoint attachments, which can help a seller review a buyer's RFP or redlined proposal. Source: https://support.microsoft.com/en-us/outlook/copilot-pages/summarize-an-email-thread-with-copilot-in-outlook https://salesusecases.ai/case/microsoft-365-copilot-outlook-draft-a-customer-follow-up-email-from-a/microsoft-365-copilot-outlook-draft-a-customer-follow-up-email-from-aSave rep timeSat, 24 Oct 2026 12:00:00 +0000Draft with Copilot writes an email from your prompt and lets you change its length and tone, which can help a seller draft a post-meeting follow-up. Source: https://support.microsoft.com/en-us/outlook/copilot-pages/draft-an-email-message-with-copilot-in-outlook https://salesusecases.ai/case/microsoft-365-copilot-teams-recap-a-customer-meeting-with-action-items/microsoft-365-copilot-teams-recap-a-customer-meeting-with-action-itemsSave rep timeSat, 24 Oct 2026 12:00:00 +0000Copilot in Teams summarizes key points, who said what, and suggested action items during or after a transcribed meeting, so next steps don't get lost. Source: https://support.microsoft.com/en-us/teams/copilot/catch-up-on-meetings-with-microsoft-365-copilot-in-teams https://salesusecases.ai/case/microsoft-365-copilot-teams-ask-what-you-missed-while-the-customer-cal/microsoft-365-copilot-teams-ask-what-you-missed-while-the-customer-calWin more dealsSat, 24 Oct 2026 12:00:00 +0000Copilot answers questions about the meeting in real time, so a seller can check unanswered concerns or missed priorities before the call ends. Source: https://support.microsoft.com/en-us/teams/copilot/catch-up-on-meetings-with-microsoft-365-copilot-in-teams https://salesusecases.ai/case/salesforce-agentforce-sales-get-a-daily-prospect-list-ranked-by-intent/salesforce-agentforce-sales-get-a-daily-prospect-list-ranked-by-intentBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Agentforce can rank prospects using intent signals from enrichment data, and is designed to give reps a focused starting list each day. Source: https://www.salesforce.com/sales/ai-sales-agent/ https://salesusecases.ai/case/salesforce-agentforce-sales-research-and-enrich-prospects-from-crm-cal/salesforce-agentforce-sales-research-and-enrich-prospects-from-crm-calBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Agentforce can research and enrich prospects across Salesforce, call recordings, the web, and third-party data, and is designed to reduce manual prospect research. Source: https://www.salesforce.com/sales/ai-sales-agent/ https://salesusecases.ai/case/salesforce-agentforce-sales-generate-personalized-on-brand-outreach-fo/salesforce-agentforce-sales-generate-personalized-on-brand-outreach-foBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Agentforce can generate brand-aligned, personalized outreach for each prospect. Salesforce positions it to help reps reach buyers while interest is high. Source: https://www.salesforce.com/sales/ai-sales-agent/ https://salesusecases.ai/case/salesforce-agentforce-sales-greet-website-visitors-and-capture-leads/salesforce-agentforce-sales-greet-website-visitors-and-capture-leadsBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Agentforce can greet site visitors, create lead records, and answer product questions in real time. Salesforce says this works without adding extra workload to your team. Source: https://www.salesforce.com/sales/ai-sales-agent/ https://salesusecases.ai/case/salesforce-agentforce-sales-follow-up-on-every-inbound-lead-within-gua/salesforce-agentforce-sales-follow-up-on-every-inbound-lead-within-guaBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Inbound leads can be routed to Agentforce, with guardrails you set for when and how it reaches out, so inbound leads can get a timely first response. Source: https://www.salesforce.com/sales/ai-sales-agent/ https://salesusecases.ai/case/salesforce-agentforce-sales-answer-lead-questions-and-objections-from/salesforce-agentforce-sales-answer-lead-questions-and-objections-fromWin more dealsSat, 24 Oct 2026 12:00:00 +0000Agentforce can answer lead questions and handle objections, grounding responses in CRM data and company content such as product FAQs, case studies, and sales plays. Source: https://www.salesforce.com/sales/ai-sales-agent/ https://salesusecases.ai/case/salesforce-agentforce-sales-keep-opportunity-stage-and-next-steps-upda/salesforce-agentforce-sales-keep-opportunity-stage-and-next-steps-updaForecast and planSat, 24 Oct 2026 12:00:00 +0000Agentforce can update fields like stage and next steps, either in suggestive mode (you review and approve) or automatically, to help keep pipeline data current. Source: https://www.salesforce.com/sales/ai/ https://salesusecases.ai/case/salesforce-agentforce-sales-research-accounts-and-update-account-plans/salesforce-agentforce-sales-research-accounts-and-update-account-plansGrow existing accountsSat, 24 Oct 2026 12:00:00 +0000Agentforce researches accounts, builds a point of view, updates account plans, and preps meetings, supporting long-term account growth. Source: https://www.salesforce.com/sales/ai/ https://salesusecases.ai/case/salesforce-agentforce-sales-log-calls-emails-and-meetings-to-salesforc/salesforce-agentforce-sales-log-calls-emails-and-meetings-to-salesforcSave rep timeSat, 24 Oct 2026 12:00:00 +0000Conversation capture can log calls, emails, texts, and calendar events in Salesforce, and is designed to reduce manual CRM updates. Source: https://www.salesforce.com/sales/ai/ https://salesusecases.ai/case/salesforce-agentforce-sales-prepare-account-briefs-before-meetings/salesforce-agentforce-sales-prepare-account-briefs-before-meetingsWin more dealsSat, 24 Oct 2026 12:00:00 +0000Salesforce says Agentforce Sales agents prepare account briefs and recommend next best actions, giving sellers more time with customers. Source: https://www.salesforce.com/news/stories/agentforce-sales-announcement/ https://salesusecases.ai/case/salesforce-revenue-cloud-cpq-create-and-modify-quotes-with-agentforce/salesforce-revenue-cloud-cpq-create-and-modify-quotes-with-agentforcePrice and quoteSat, 24 Oct 2026 12:00:00 +0000Revenue Cloud lets reps create, modify, and summarize quotes with Agentforce while keeping role-based access permissions. Source: https://www.salesforce.com/sales/cpq/ https://salesusecases.ai/case/salesforce-revenue-cloud-cpq-route-discounts-through-automatic-approva/salesforce-revenue-cloud-cpq-route-discounts-through-automatic-approvaPrice and quoteSat, 24 Oct 2026 12:00:00 +0000Revenue Cloud can run automated, cross-functional approval chains for discounts, based on rules and conditions you design. Salesforce positions this as a way to protect margins. Source: https://www.salesforce.com/sales/cpq/ https://salesusecases.ai/case/salesforce-revenue-cloud-cpq-configure-complex-product-bundles-correct/salesforce-revenue-cloud-cpq-configure-complex-product-bundles-correctPrice and quoteSat, 24 Oct 2026 12:00:00 +0000The product configurator supports rules-based and constraint-based configuration and is designed to help reps build accurate configurations when quoting complex deals. Source: https://www.salesforce.com/sales/cpq/ https://salesusecases.ai/case/salesforce-revenue-cloud-cpq-amend-or-renew-customer-contracts-from-as/salesforce-revenue-cloud-cpq-amend-or-renew-customer-contracts-from-asGrow existing accountsSat, 24 Oct 2026 12:00:00 +0000Asset lifecycle management shows what each customer owns and lets sellers amend, renew, or cancel contracts at any time. Source: https://www.salesforce.com/sales/cpq/ https://salesusecases.ai/case/salesforce-sales-cloud-revenue-intelligence-model-what-if-scenarios-to/salesforce-sales-cloud-revenue-intelligence-model-what-if-scenarios-toForecast and planSat, 24 Oct 2026 12:00:00 +0000The Commit Calculator lets leaders add or remove deals and estimate late-quarter opportunities to see how to close the gap to target. Source: https://www.salesforce.com/sales/revenue-intelligence/ https://salesusecases.ai/case/salesforce-sales-cloud-revenue-intelligence-act-on-stuck-overdue-or-st/salesforce-sales-cloud-revenue-intelligence-act-on-stuck-overdue-or-stForecast and planSat, 24 Oct 2026 12:00:00 +0000The Sales Rep Command Center flags opportunities that are stuck, overdue, or stagnant so reps act before quarter end. Source: https://www.salesforce.com/sales/revenue-intelligence/ https://salesusecases.ai/case/salesforce-sales-cloud-revenue-intelligence-find-upsell-and-cross-sell/salesforce-sales-cloud-revenue-intelligence-find-upsell-and-cross-sellGrow existing accountsSat, 24 Oct 2026 12:00:00 +0000AI account management suggests expansion based on what similar accounts are buying. Source: https://www.salesforce.com/sales/revenue-intelligence/ https://salesusecases.ai/case/salesforce-sales-cloud-revenue-intelligence-coach-reps-using-win-rate/salesforce-sales-cloud-revenue-intelligence-coach-reps-using-win-rateCoach and enable repsSat, 24 Oct 2026 12:00:00 +0000Revenue Insights shows rep metrics like win rate, open pipeline, and activities so managers can target coaching. Source: https://www.salesforce.com/sales/revenue-intelligence/ https://salesusecases.ai/case/gong-call-the-forecast-with-ai-guided-deal-risk/gong-call-the-forecast-with-ai-guided-deal-riskForecast and planSat, 24 Oct 2026 12:00:00 +0000Gong Forecast turns revenue signals into AI-guided forecasts. Gong says it helps leaders spot risk early and call the number with confidence. Source: https://www.gong.io/platform/revenue-forecasting-software https://salesusecases.ai/case/gong-track-account-health-to-protect-renewals/gong-track-account-health-to-protect-renewalsGrow existing accountsSat, 24 Oct 2026 12:00:00 +0000Account Boards put all accounts in one view so CSMs and account managers can assess health, spot risk, and protect renewals. Source: https://www.gong.io/platform/revenue-forecasting-software https://salesusecases.ai/case/gong-spot-expansion-opportunities-across-your-book/gong-spot-expansion-opportunities-across-your-bookGrow existing accountsSat, 24 Oct 2026 12:00:00 +0000Gong Account Boards help account teams uncover expansion opportunities alongside renewal risk. Source: https://www.gong.io/platform/revenue-forecasting-software https://salesusecases.ai/case/gong-fill-missing-emails-and-phone-numbers-before-outreach/gong-fill-missing-emails-and-phone-numbers-before-outreachBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Gong Enrich can find a valid email or phone number when a contact enters an Engage Flow, or with one click from the Contact Panel, so contacts have data before outreach. Source: https://www.gong.io/platform/sales-engagement-software https://salesusecases.ai/case/gong-turn-past-conversations-into-personalized-outreach/gong-turn-past-conversations-into-personalized-outreachBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Gong Engage uses customer conversations to suggest personalized outreach and next-best actions. Source: https://www.gong.io/platform/sales-engagement-software https://salesusecases.ai/case/gong-get-warnings-on-deals-at-risk/gong-get-warnings-on-deals-at-riskWin more dealsSat, 24 Oct 2026 12:00:00 +0000Deal warnings assess all deal interactions and flag what needs attention before a deal is lost. Source: https://www.gong.io/deal-execution https://salesusecases.ai/case/gong-use-win-loss-data-to-find-what-wins-deals/gong-use-win-loss-data-to-find-what-wins-dealsWin more dealsSat, 24 Oct 2026 12:00:00 +0000Gong uses win/loss data to show which factors, like decision-maker involvement, lead to won deals, so leaders can build playbooks. Source: https://www.gong.io/deal-execution https://salesusecases.ai/case/gong-ask-questions-across-every-call-and-email-in-a-deal/gong-ask-questions-across-every-call-and-email-in-a-dealWin more dealsSat, 24 Oct 2026 12:00:00 +0000Ask Anything answers questions about calls, deals, accounts, and contacts, so reps can build a deal strategy without replaying recordings. Source: https://www.gong.io/ask-anything https://salesusecases.ai/case/gong-research-contacts-to-multi-thread-a-deal/gong-research-contacts-to-multi-thread-a-dealWin more dealsSat, 24 Oct 2026 12:00:00 +0000Ask Anything surfaces contact insights from past touchpoints to personalize outreach and engage more stakeholders. Source: https://www.gong.io/ask-anything https://salesusecases.ai/case/gong-find-coaching-moments-without-listening-to-hours-of-calls/gong-find-coaching-moments-without-listening-to-hours-of-callsCoach and enable repsSat, 24 Oct 2026 12:00:00 +0000Managers can use Ask Anything to find coaching opportunities and critical touchpoints without full playback. Source: https://www.gong.io/ask-anything https://salesusecases.ai/case/gong-speed-up-new-rep-ramp-with-shared-customer-insight/gong-speed-up-new-rep-ramp-with-shared-customer-insightCoach and enable repsSat, 24 Oct 2026 12:00:00 +0000Gong's customer story says Anthropic cut ramp time and saved seller hours using Gong as a central source of customer insight (per Gong). Source: https://www.gong.io/ https://salesusecases.ai/case/hubspot-agent-hub-approve-crm-updates-and-follow-up-drafts-after-every/hubspot-agent-hub-approve-crm-updates-and-follow-up-drafts-after-everySave rep timeSat, 24 Oct 2026 12:00:00 +0000Smart deal progression proposes CRM updates and follow-up drafts after each meeting for the rep to approve. Source: https://www.hubspot.com/products/artificial-intelligence https://salesusecases.ai/case/hubspot-customer-agent-resolve-customer-questions-and-hand-off-with-co/hubspot-customer-agent-resolve-customer-questions-and-hand-off-with-coServe customers betterSat, 24 Oct 2026 12:00:00 +0000Customer agent can resolve questions, take actions in your CRM, and hand off to your team with full context. Source: https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent https://salesusecases.ai/case/hubspot-customer-agent-train-a-support-agent-on-your-content-and-voice/hubspot-customer-agent-train-a-support-agent-on-your-content-and-voiceServe customers betterSat, 24 Oct 2026 12:00:00 +0000You can train the agent on your content and brand voice, personalize by audience, and coach it as it learns. Source: https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent https://salesusecases.ai/case/clari-forecast-salesloft-forecast-bookings-and-renewals-separately/clari-forecast-salesloft-forecast-bookings-and-renewals-separatelyForecast and planSat, 24 Oct 2026 12:00:00 +0000Clari Forecast filters opportunities by bookings, renewals, region, segment, or period for more accurate forecasts. Source: https://www.salesloft.com/platform/sales-forecasting-software https://salesusecases.ai/case/clari-forecast-salesloft-check-your-number-against-an-ai-forecast/clari-forecast-salesloft-check-your-number-against-an-ai-forecastForecast and planSat, 24 Oct 2026 12:00:00 +0000Forecast AI is trained on your history and predicts outcomes from deal size, stage, and velocity, giving leaders a second opinion on the call. Source: https://www.salesloft.com/platform/sales-forecasting-software https://salesusecases.ai/case/clari-forecast-salesloft-track-week-over-week-pipeline-changes/clari-forecast-salesloft-track-week-over-week-pipeline-changesForecast and planSat, 24 Oct 2026 12:00:00 +0000Week-over-week pipeline insights show shifts and surface risk early. Source: https://www.salesloft.com/platform/sales-forecasting-software https://salesusecases.ai/case/clari-forecast-salesloft-see-individual-and-team-forecasts-in-one-dash/clari-forecast-salesloft-see-individual-and-team-forecasts-in-one-dashForecast and planSat, 24 Oct 2026 12:00:00 +0000A unified dashboard shows rep and team forecasts together to spot risks and trends. Source: https://www.salesloft.com/platform/sales-forecasting-software https://salesusecases.ai/case/salesloft-get-a-one-page-deal-summary-before-a-call/salesloft-get-a-one-page-deal-summary-before-a-callWin more dealsSat, 24 Oct 2026 12:00:00 +0000Deal Summary can consolidate emails, calls, and CRM history into a single briefing for call prep. Source: https://www.salesloft.com/platform/deal-management-software https://salesusecases.ai/case/salesloft-capture-meddpicc-or-bant-details-from-conversations/salesloft-capture-meddpicc-or-bant-details-from-conversationsWin more dealsSat, 24 Oct 2026 12:00:00 +0000Salesloft can capture MEDDPICC, BANT, SPIN, and other framework details from buyer conversations to help qualify deals. Source: https://www.salesloft.com/platform/deal-management-software https://salesusecases.ai/case/salesloft-map-everyone-in-the-buying-group/salesloft-map-everyone-in-the-buying-groupWin more dealsSat, 24 Oct 2026 12:00:00 +0000Deals captures every contact who touches an opportunity so teams know who to build relationships with. Source: https://www.salesloft.com/platform/deal-management-software https://salesusecases.ai/case/salesloft-act-on-buyer-signals-like-pricing-page-visits/salesloft-act-on-buyer-signals-like-pricing-page-visitsBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Plays tell reps what to do next when a buyer visits pricing, uses the product, or watches a demo. Source: https://www.salesloft.com/platform/sales-workflow-software https://salesusecases.ai/case/salesloft-rank-accounts-most-likely-to-convert/salesloft-rank-accounts-most-likely-to-convertBuild pipelineSat, 24 Oct 2026 12:00:00 +0000The Priority Account Agent ranks accounts by engagement and intent so teams focus on likely converters. Source: https://www.salesloft.com/platform/sales-workflow-software https://salesusecases.ai/case/salesloft-get-live-guidance-on-objections-during-calls/salesloft-get-live-guidance-on-objections-during-callsCoach and enable repsSat, 24 Oct 2026 12:00:00 +0000Conversation Intelligence gives reps real-time guidance on calls to handle objections and tough moments. Source: https://www.salesloft.com/platform/conversation-intelligence-software https://salesusecases.ai/case/salesloft-turn-winning-call-patterns-into-playbooks/salesloft-turn-winning-call-patterns-into-playbooksCoach and enable repsSat, 24 Oct 2026 12:00:00 +0000Salesloft Conversation Intelligence finds patterns in won deals and updates the playbook so teams repeat what works. Source: https://www.salesloft.com/platform/conversation-intelligence-software https://salesusecases.ai/case/salesloft-turn-call-outcomes-into-crm-updates-and-seller-actions/salesloft-turn-call-outcomes-into-crm-updates-and-seller-actionsSave rep timeSat, 24 Oct 2026 12:00:00 +0000Salesloft says what buyers say on calls can become automatic CRM updates, seller actions, and coaching moments. Source: https://www.salesloft.com/platform/conversation-intelligence-software https://salesusecases.ai/case/outreach-get-meeting-briefs-with-talking-points/outreach-get-meeting-briefs-with-talking-pointsWin more dealsSat, 24 Oct 2026 12:00:00 +0000The Meeting Prep Agent builds attendee briefs and talking points from prior conversations before each meeting. Source: https://www.outreach.ai/ai-agents https://salesusecases.ai/case/outreach-keep-opportunity-fields-updated-from-conversations/outreach-keep-opportunity-fields-updated-from-conversationsForecast and planSat, 24 Oct 2026 12:00:00 +0000The Deal Agent surfaces AI-recommended changes to opportunity fields based on conversation intelligence, and is designed to reduce manual updates. Source: https://www.outreach.ai/ai-agents https://salesusecases.ai/case/outreach-research-accounts-with-conversation-and-public-data/outreach-research-accounts-with-conversation-and-public-dataBuild pipelineSat, 24 Oct 2026 12:00:00 +0000The Research Agent combines Outreach conversation data, engagement data, and public data to build account strategies. Source: https://www.outreach.ai/ai-agents https://salesusecases.ai/case/outreach-write-personalized-messages-across-channels/outreach-write-personalized-messages-across-channelsBuild pipelineSat, 24 Oct 2026 12:00:00 +0000The Personalization Agent turns research and buyer context into messages for each channel. Source: https://www.outreach.ai/ai-agents https://salesusecases.ai/case/outreach-ask-questions-across-accounts-calls-and-pipeline/outreach-ask-questions-across-accounts-calls-and-pipelineForecast and planSat, 24 Oct 2026 12:00:00 +0000Omni answers plain-language questions across accounts, conversations, and pipeline and can take action. Source: https://www.outreach.ai/ai-agents https://salesusecases.ai/case/outreach-re-engage-a-lost-account-by-addressing-past-objections/outreach-re-engage-a-lost-account-by-addressing-past-objectionsGrow existing accountsSat, 24 Oct 2026 12:00:00 +0000Outreach's demo shows an agent researching a previously lost account and drafting an email that addresses earlier objections. Source: https://www.outreach.ai/ai-agents https://salesusecases.ai/case/outreach-show-live-battlecards-during-calls/outreach-show-live-battlecards-during-callsCoach and enable repsSat, 24 Oct 2026 12:00:00 +0000Kaia records meetings, transcribes in real time, and shows live battlecards so reps can answer tough questions. Source: https://www.outreach.ai/platform/features/conversation-intelligence https://salesusecases.ai/case/outreach-auto-generate-meeting-summaries-and-follow-ups/outreach-auto-generate-meeting-summaries-and-follow-upsSave rep timeSat, 24 Oct 2026 12:00:00 +0000Kaia generates meeting summaries and follow-ups with action items and auto-updates fields. Source: https://www.outreach.ai/platform/features/conversation-intelligence https://salesusecases.ai/case/outreach-update-every-deal-from-one-grid/outreach-update-every-deal-from-one-gridForecast and planSat, 24 Oct 2026 12:00:00 +0000The deal grid lets reps edit all deals in one view with changes written back to the CRM. Source: https://www.outreach.ai/platform/features/deal-management https://salesusecases.ai/case/chatgpt-sales-plugin-build-an-account-plan-with-stakeholders-risks-and/chatgpt-sales-plugin-build-an-account-plan-with-stakeholders-risks-andGrow existing accountsSat, 24 Oct 2026 12:00:00 +0000The Sales plugin prepares account plans from available context, covering goals, stakeholders, opportunities, risks, and next-best actions. Source: https://openai.com/business/plugins/sales/ https://salesusecases.ai/case/chatgpt-sales-plugin-turn-meeting-notes-into-a-customer-follow-up-and/chatgpt-sales-plugin-turn-meeting-notes-into-a-customer-follow-up-andWin more dealsSat, 24 Oct 2026 12:00:00 +0000The plugin turns meeting notes into a customer-ready email plus an internal summary with owners and deadlines. Source: https://openai.com/business/plugins/sales/ https://salesusecases.ai/case/chatgpt-sales-plugin-find-the-deals-most-at-risk-this-month/chatgpt-sales-plugin-find-the-deals-most-at-risk-this-monthForecast and planSat, 24 Oct 2026 12:00:00 +0000The plugin reviews your pipeline and identifies at-risk deals, why they matter, and what to do next. Source: https://openai.com/business/plugins/sales/ https://salesusecases.ai/case/chatgpt-sales-plugin-build-a-business-case-for-a-buyer/chatgpt-sales-plugin-build-a-business-case-for-a-buyerWin more dealsSat, 24 Oct 2026 12:00:00 +0000The Sales plugin includes a Build Business Case skill to help sellers justify the purchase to the buyer. Source: https://openai.com/business/plugins/sales/ https://salesusecases.ai/case/chatgpt-sales-plugin-build-a-competitive-brief-for-a-deal/chatgpt-sales-plugin-build-a-competitive-brief-for-a-dealWin more dealsSat, 24 Oct 2026 12:00:00 +0000The plugin includes a Build Competitive Brief skill for competitive deals. Source: https://openai.com/business/plugins/sales/ https://salesusecases.ai/case/claude-research-an-account-into-a-one-page-brief/claude-research-an-account-into-a-one-page-briefBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Claude researches an account across the web, filings, news, and your CRM and returns a brief or account plan with sources linked. Source: https://claude.com/solutions/sales https://salesusecases.ai/case/claude-get-a-daily-meeting-brief-in-slack/claude-get-a-daily-meeting-brief-in-slackWin more dealsSat, 24 Oct 2026 12:00:00 +0000A scheduled Claude task finds each external meeting and sends a brief to Slack with attendee bios, recent emails, open HubSpot opportunities, news, and talking points. Source: https://claude.com/solutions/sales https://salesusecases.ai/case/claude-build-a-proposal-in-your-template-from-call-notes/claude-build-a-proposal-in-your-template-from-call-notesWin more dealsSat, 24 Oct 2026 12:00:00 +0000Claude for PowerPoint builds the proposal in your template from the Gong transcript, account brief, and pricing. Source: https://claude.com/solutions/sales https://salesusecases.ai/case/claude-draft-an-rfp-response-from-your-answer-library/claude-draft-an-rfp-response-from-your-answer-libraryWin more dealsSat, 24 Oct 2026 12:00:00 +0000Claude for Word drafts RFP responses from your answer library with tracked changes for review. Source: https://claude.com/solutions/sales https://salesusecases.ai/case/claude-run-a-weekly-pipeline-review/claude-run-a-weekly-pipeline-reviewForecast and planSat, 24 Oct 2026 12:00:00 +0000/sales:pipeline-review pulls open opportunities and flags stalled deals, stage-age outliers, and missing next steps. Source: https://claude.com/solutions/sales https://salesusecases.ai/case/claude-produce-best-likely-and-worst-case-forecasts/claude-produce-best-likely-and-worst-case-forecastsForecast and planSat, 24 Oct 2026 12:00:00 +0000/sales:forecast produces best, likely, and worst cases with one action per at-risk deal. Source: https://claude.com/plugins/sales https://salesusecases.ai/case/claude-turn-call-transcripts-into-follow-ups-and-crm-fields/claude-turn-call-transcripts-into-follow-ups-and-crm-fieldsSave rep timeSat, 24 Oct 2026 12:00:00 +0000/sales:call-summary turns a Gong or Fireflies transcript into a follow-up email, next steps, and structured CRM fields. Source: https://claude.com/solutions/sales https://salesusecases.ai/case/claude-build-competitive-talk-tracks/claude-build-competitive-talk-tracksWin more dealsSat, 24 Oct 2026 12:00:00 +0000The Sales plugin's competitive intelligence skill builds differentiation matrices and talk tracks. Source: https://claude.com/plugins/sales https://salesusecases.ai/case/claude-prepare-for-renewals-from-salesforce-data/claude-prepare-for-renewals-from-salesforce-dataGrow existing accountsSat, 24 Oct 2026 12:00:00 +0000Anthropic says Salesforce in Claude (beta) works from a seller's book of business with 37 pre-built skills, from renewal prep to meeting follow-up, and writes back under the seller's existing Salesforce permissions. Source: https://claude.com/solutions/sales https://salesusecases.ai/case/claude-cowork-schedule-recurring-sales-research-to-run-unattended/claude-cowork-schedule-recurring-sales-research-to-run-unattendedSave rep timeSat, 24 Oct 2026 12:00:00 +0000Cowork can run scheduled tasks across your files and tools while you're away and return finished work for review. Source: https://claude.com/product/cowork https://salesusecases.ai/case/gemini-gmail-summarize-a-long-customer-email-thread/gemini-gmail-summarize-a-long-customer-email-threadSave rep timeSat, 24 Oct 2026 12:00:00 +0000Gemini in Gmail turns long threads into bullet points so a seller can get up to speed quickly. Source: https://support.google.com/mail/answer/14199860 https://salesusecases.ai/case/gemini-gmail-propose-meeting-times-from-your-calendar/gemini-gmail-propose-meeting-times-from-your-calendarSave rep timeSat, 24 Oct 2026 12:00:00 +0000Gemini in Gmail can propose meeting times based on your Google Calendar availability, speeding up scheduling with buyers. Source: https://support.google.com/mail/answer/14199860 https://salesusecases.ai/case/gemini-gmail-draft-or-refine-a-customer-email/gemini-gmail-draft-or-refine-a-customer-emailSave rep timeSat, 24 Oct 2026 12:00:00 +0000Gemini in Gmail drafts new emails or refines drafts for tone and clarity. Source: https://support.google.com/mail/answer/14199860 https://salesusecases.ai/case/gemini-google-workspace-analyze-crm-exports-and-sales-trends-in-sheets/gemini-google-workspace-analyze-crm-exports-and-sales-trends-in-sheetsForecast and planSat, 24 Oct 2026 12:00:00 +0000Gemini in Sheets helps clean data and analyze CRM data and sales trends. Source: https://workspace.google.com/solutions/ai/sales/ https://salesusecases.ai/case/gemini-google-workspace-turn-a-sales-brief-into-a-slide-deck/gemini-google-workspace-turn-a-sales-brief-into-a-slide-deckWin more dealsSat, 24 Oct 2026 12:00:00 +0000Gemini in Slides creates editable slides from a sales brief in Docs. Source: https://workspace.google.com/solutions/ai/sales/ https://salesusecases.ai/case/gemini-google-workspace-make-personalized-video-walkthroughs-from-slid/gemini-google-workspace-make-personalized-video-walkthroughs-from-slidBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Google Vids turns pitches into video walkthroughs with AI voiceovers and avatars. Source: https://workspace.google.com/solutions/ai/sales/ https://salesusecases.ai/case/gemini-google-workspace-build-cited-prospecting-briefs-with-deep-resea/gemini-google-workspace-build-cited-prospecting-briefs-with-deep-reseaBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Gemini Deep Research pulls insights from the web, your CRM, and Drive files into cited prospecting briefs. Source: https://workspace.google.com/solutions/ai/sales/ https://salesusecases.ai/case/gemini-google-workspace-get-meeting-notes-and-action-items-in-your-inb/gemini-google-workspace-get-meeting-notes-and-action-items-in-your-inbSave rep timeSat, 24 Oct 2026 12:00:00 +0000Gemini in Meet delivers meeting notes to your inbox to speed up next steps. Source: https://workspace.google.com/solutions/ai/sales/ https://salesusecases.ai/case/gemini-google-workspace-automate-moving-email-attachments-into-sales-t/gemini-google-workspace-automate-moving-email-attachments-into-sales-tSave rep timeSat, 24 Oct 2026 12:00:00 +0000Workspace Studio automates tasks like moving key email attachments into sales trackers. Source: https://workspace.google.com/solutions/ai/sales/ https://salesusecases.ai/case/gemini-enterprise-teach-gemini-your-rfp-format-once/gemini-enterprise-teach-gemini-your-rfp-format-onceWin more dealsSat, 24 Oct 2026 12:00:00 +0000Google says Gemini Enterprise learns methods like an RFP format once and repeats it. Source: https://cloud.google.com/gemini-enterprise https://salesusecases.ai/case/apollo-io-automate-prospect-research-and-lead-scoring/apollo-io-automate-prospect-research-and-lead-scoringBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Apollo AI can automate research, scoring, and outreach on Apollo's contact data. Apollo positions it as a way to book more meetings in less time. Source: https://www.apollo.io/ai https://salesusecases.ai/case/apollo-io-write-personalized-emails-at-scale/apollo-io-write-personalized-emails-at-scaleBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Apollo AI writes personalized emails; Apollo cites Smartling's BDRs sending more personalized email with it (per Apollo.io). Source: https://www.apollo.io/ai https://salesusecases.ai/case/apollo-io-run-outreach-on-autopilot-once-it-works/apollo-io-run-outreach-on-autopilot-once-it-worksBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Apollo lets teams use AI as a co-pilot or move steps to autopilot when ready. Source: https://www.apollo.io/ai https://salesusecases.ai/case/clay-enrich-and-score-every-inbound-lead/clay-enrich-and-score-every-inbound-leadBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Clay customers describe qualifying and scoring all inbound leads in Clay so reps work the best ones first. Source: https://www.clay.com/ https://salesusecases.ai/case/clay-build-enrichment-workflows-for-outbound-lists/clay-build-enrichment-workflows-for-outbound-listsBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Clay pulls data from many sources and runs agentic workflows to build better outbound lists. Source: https://www.clay.com/ https://salesusecases.ai/case/clay-turn-crm-and-product-data-into-automated-gtm-plays/clay-turn-crm-and-product-data-into-automated-gtm-playsBuild pipelineSat, 24 Oct 2026 12:00:00 +0000A customer quoted on Clay's homepage describes Clay as the orchestration layer that turns CRM and product data into automated action. Source: https://www.clay.com/ https://salesusecases.ai/case/zoominfo-copilot-find-the-real-decision-makers-in-an-account/zoominfo-copilot-find-the-real-decision-makers-in-an-accountBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Copilot is designed to pinpoint the actual buyers in each account, so sellers can see who to call and why before outreach. Source: https://www.zoominfo.com/products/copilot https://salesusecases.ai/case/zoominfo-copilot-re-prioritize-accounts-as-new-signals-arrive/zoominfo-copilot-re-prioritize-accounts-as-new-signals-arriveBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Account priorities update as new signals come in, replacing static lists. Source: https://www.zoominfo.com/products/copilot https://salesusecases.ai/case/zoominfo-copilot-generate-openers-from-company-news-and-org-changes/zoominfo-copilot-generate-openers-from-company-news-and-org-changesBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Copilot turns company updates, intent data, and org shifts into tailored talking points. Source: https://www.zoominfo.com/products/copilot https://salesusecases.ai/case/zoominfo-copilot-research-draft-and-sequence-in-one-workspace/zoominfo-copilot-research-draft-and-sequence-in-one-workspaceSave rep timeSat, 24 Oct 2026 12:00:00 +0000Email drafting, research, and sequencing live in one place so sellers don't switch tools. Source: https://www.zoominfo.com/products/copilot https://salesusecases.ai/case/qualified-piper-convert-inbound-website-visitors-into-pipeline/qualified-piper-convert-inbound-website-visitors-into-pipelineBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Piper engages inbound buyers on the website and in email around the clock to convert them into pipeline. Source: https://www.qualified.com/piper https://salesusecases.ai/case/qualified-piper-deliver-a-first-call-pitch-on-the-website/qualified-piper-deliver-a-first-call-pitch-on-the-websiteBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Piper can present a short slide pitch to visitors on the site to start the sales cycle. Source: https://www.qualified.com/piper https://salesusecases.ai/case/qualified-piper-answer-competitive-switch-questions-on-the-site/qualified-piper-answer-competitive-switch-questions-on-the-siteWin more dealsSat, 24 Oct 2026 12:00:00 +0000Qualified's homepage demo shows Piper answering a visitor's question, 'Why should I choose Brex over Concur?', for a buyer considering a switch. Source: https://www.qualified.com/piper https://salesusecases.ai/case/regie-ai-write-messages-with-a-why-now-reason-for-each-account/regie-ai-write-messages-with-a-why-now-reason-for-each-accountBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Regie finds the why-now on every account and writes messages in your voice. Source: https://www.regie.ai/ https://salesusecases.ai/case/regie-ai-run-phone-email-and-linkedin-plays-together/regie-ai-run-phone-email-and-linkedin-plays-togetherBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Regie combines channels into coordinated outreach plays. Source: https://www.regie.ai/ https://salesusecases.ai/case/regie-ai-delegate-sourcing-ranking-call-prep-and-follow-ups/regie-ai-delegate-sourcing-ranking-call-prep-and-follow-upsSave rep timeSat, 24 Oct 2026 12:00:00 +0000Regie agents handle sourcing, ranking, call prep, and follow-ups from one prompt. Source: https://www.regie.ai/ https://salesusecases.ai/case/11x-convert-inbound-demand-with-voice-and-chat-agents/11x-convert-inbound-demand-with-voice-and-chat-agentsBuild pipelineSat, 24 Oct 2026 12:00:00 +000011x agents work inbound across voice, chat, email, social, and SMS. Source: https://www.11x.ai/ https://salesusecases.ai/case/11x-run-outbound-playbooks-with-ai-agents/11x-run-outbound-playbooks-with-ai-agentsBuild pipelineSat, 24 Oct 2026 12:00:00 +000011x runs outbound playbooks, handling research, cadences, and message generation. Source: https://www.11x.ai/ https://salesusecases.ai/case/11x-expand-existing-accounts-with-agent-outreach/11x-expand-existing-accounts-with-agent-outreachGrow existing accountsSat, 24 Oct 2026 12:00:00 +000011x positions its agents for account expansion as well as new pipeline. Source: https://www.11x.ai/ https://salesusecases.ai/case/amplemarket-reconnect-when-a-past-prospect-changes-jobs/amplemarket-reconnect-when-a-past-prospect-changes-jobsBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Amplemarket flags job changes of past prospects and recommends a sequence. Source: https://www.amplemarket.com/ https://salesusecases.ai/case/amplemarket-run-multichannel-sequences-with-parallel-dialing/amplemarket-run-multichannel-sequences-with-parallel-dialingBuild pipelineSat, 24 Oct 2026 12:00:00 +0000One sequence covers calls, email, voice notes, video, and WhatsApp, with parallel dialing. Source: https://www.amplemarket.com/ https://salesusecases.ai/case/amplemarket-find-whitespace-beyond-target-accounts/amplemarket-find-whitespace-beyond-target-accountsBuild pipelineSat, 24 Oct 2026 12:00:00 +0000A customer quote says Amplemarket agents find whitespace beyond target accounts. Source: https://www.amplemarket.com/ https://salesusecases.ai/case/nooks-prioritize-and-call-prospects-with-ai-dialing/nooks-prioritize-and-call-prospects-with-ai-dialingBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Nooks supports AI prospecting, dialing, and sequencing for outbound. Source: https://www.nooks.ai/ https://salesusecases.ai/case/nooks-find-expansion-signals-across-customers/nooks-find-expansion-signals-across-customersGrow existing accountsSat, 24 Oct 2026 12:00:00 +0000Nooks surfaces account signals across your customer base for expansion plays. Source: https://www.nooks.ai/ https://salesusecases.ai/case/nooks-coach-reps-against-real-conversations/nooks-coach-reps-against-real-conversationsCoach and enable repsSat, 24 Oct 2026 12:00:00 +0000Nooks says it identifies what top reps do differently and coaches sellers against real conversations. Source: https://www.nooks.ai/ https://salesusecases.ai/case/nooks-automate-follow-up-and-next-steps-after-calls/nooks-automate-follow-up-and-next-steps-after-callsWin more dealsSat, 24 Oct 2026 12:00:00 +0000Nooks turns conversations into automatic follow-up and next steps. Source: https://www.nooks.ai/ https://salesusecases.ai/case/orum-find-the-phone-number-that-actually-answers/orum-find-the-phone-number-that-actually-answersBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Orum's Scout reviews dialing history, flags dead numbers, and finds working ones. Source: https://www.orum.com/ https://salesusecases.ai/case/orum-skip-phone-trees-and-voicemail-in-parallel-dialing/orum-skip-phone-trees-and-voicemail-in-parallel-dialingBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Orum's Operator handles phone trees and voicemail drops and connects reps only to live people. Source: https://www.orum.com/ https://salesusecases.ai/case/orum-get-the-right-battlecard-when-an-objection-comes-up/orum-get-the-right-battlecard-when-an-objection-comes-upCoach and enable repsSat, 24 Oct 2026 12:00:00 +0000Orum's Coach listens for objections, surfaces battlecards, scores calls, and runs practice sessions. Source: https://www.orum.com/ https://salesusecases.ai/case/demandbase-find-in-market-accounts-and-buying-groups/demandbase-find-in-market-accounts-and-buying-groupsBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Demandbase analyzes signals and buying-group activity to show which accounts are active and who's involved. Source: https://www.demandbase.com/ https://salesusecases.ai/case/demandbase-align-sales-and-marketing-on-priority-accounts/demandbase-align-sales-and-marketing-on-priority-accountsBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Demandbase connects teams around shared account priorities and coordinated programs. Source: https://www.demandbase.com/ https://salesusecases.ai/case/actively-get-a-finished-brief-email-or-deck-on-any-account/actively-get-a-finished-brief-email-or-deck-on-any-accountWin more dealsSat, 24 Oct 2026 12:00:00 +0000Actively's Assistant returns a finished brief, email, or deck rather than just an answer. Source: https://www.actively.ai/ https://salesusecases.ai/case/actively-surface-pipeline-risks-and-growth-opportunities/actively-surface-pipeline-risks-and-growth-opportunitiesForecast and planSat, 24 Oct 2026 12:00:00 +0000Watchtower surfaces pipeline risks and growth opportunities before you look for them. Source: https://www.actively.ai/ https://salesusecases.ai/case/relevance-ai-build-an-agent-for-detailed-pre-meeting-briefs/relevance-ai-build-an-agent-for-detailed-pre-meeting-briefsWin more dealsSat, 24 Oct 2026 12:00:00 +0000Relevance AI lists detailed pre-meeting briefs as a starting agent use case. Source: https://www.relevanceai.com/ https://salesusecases.ai/case/relevance-ai-escalate-at-risk-renewals/relevance-ai-escalate-at-risk-renewalsGrow existing accountsSat, 24 Oct 2026 12:00:00 +0000Relevance AI lists escalating at-risk renewals as an agent use case. Source: https://www.relevanceai.com/ https://salesusecases.ai/case/relevance-ai-nurture-qualified-inbound-leads-to-a-demo/relevance-ai-nurture-qualified-inbound-leads-to-a-demoBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Relevance AI lists nurturing qualified inbounds to demo as an agent use case. Source: https://www.relevanceai.com/ https://salesusecases.ai/case/backstory-score-deals-against-meddpicc-with-evidence/backstory-score-deals-against-meddpicc-with-evidenceWin more dealsSat, 24 Oct 2026 12:00:00 +0000Backstory scores opportunities against MEDDPICC with each line backed by a real meeting or email. Source: https://www.backstory.ai/ https://salesusecases.ai/case/backstory-see-which-pipeline-is-real-and-which-is-slipping/backstory-see-which-pipeline-is-real-and-which-is-slippingForecast and planSat, 24 Oct 2026 12:00:00 +0000Backstory shows stage by stage which pipeline is real, slipping, or cooling, traced to activity. Source: https://www.backstory.ai/ https://salesusecases.ai/case/backstory-map-who-s-engaged-quiet-or-gone-in-an-account/backstory-map-who-s-engaged-quiet-or-gone-in-an-accountGrow existing accountsSat, 24 Oct 2026 12:00:00 +0000Backstory maps stakeholders by engagement so teams plan around the real decision makers. Source: https://www.backstory.ai/ https://salesusecases.ai/case/backstory-ask-revenue-questions-from-claude-chatgpt-or-gemini/backstory-ask-revenue-questions-from-claude-chatgpt-or-geminiForecast and planSat, 24 Oct 2026 12:00:00 +0000Backstory says its answers reach your team inside the AI assistant they already use, such as Claude, ChatGPT, or Gemini, through its MCP server. Source: https://www.backstory.ai/ https://salesusecases.ai/case/avoma-automate-notes-follow-ups-and-crm-entry/avoma-automate-notes-follow-ups-and-crm-entrySave rep timeSat, 24 Oct 2026 12:00:00 +0000Avoma's meeting assistant automates note-taking, follow-up emails, and CRM updates. Source: https://www.avoma.com/ https://salesusecases.ai/case/avoma-score-calls-and-coach-reps/avoma-score-calls-and-coach-repsCoach and enable repsSat, 24 Oct 2026 12:00:00 +0000Avoma provides automated call scoring and personalized coaching. Source: https://www.avoma.com/ https://salesusecases.ai/case/avoma-get-deal-risk-alerts-and-win-loss-analysis/avoma-get-deal-risk-alerts-and-win-loss-analysisWin more dealsSat, 24 Oct 2026 12:00:00 +0000Avoma's revenue intelligence offers deal risk alerts, methodology tracking, and win-loss analysis. Source: https://www.avoma.com/ https://salesusecases.ai/case/avoma-route-inbound-leads-to-an-instant-meeting/avoma-route-inbound-leads-to-an-instant-meetingBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Avoma's scheduler and lead router books qualified meetings with instant routing. Source: https://www.avoma.com/ https://salesusecases.ai/case/fireflies-ai-transcribe-and-summarize-every-sales-call/fireflies-ai-transcribe-and-summarize-every-sales-callSave rep timeSat, 24 Oct 2026 12:00:00 +0000Fireflies records, transcribes, and summarizes meetings and dialer calls with action items. Source: https://www.fireflies.ai/ https://salesusecases.ai/case/fireflies-ai-search-past-calls-for-what-a-buyer-said/fireflies-ai-search-past-calls-for-what-a-buyer-saidWin more dealsSat, 24 Oct 2026 12:00:00 +0000AskFred and meeting search find what was said on past calls down to the timestamp. Source: https://www.fireflies.ai/ https://salesusecases.ai/case/fireflies-ai-capture-in-person-customer-meetings-on-mobile/fireflies-ai-capture-in-person-customer-meetings-on-mobileSave rep timeSat, 24 Oct 2026 12:00:00 +0000The Fireflies mobile app transcribes and summarizes in-person conversations, useful for field sellers. Source: https://www.fireflies.ai/ https://salesusecases.ai/case/hyperbound-practice-calls-with-realistic-ai-buyers/hyperbound-practice-calls-with-realistic-ai-buyersCoach and enable repsSat, 24 Oct 2026 12:00:00 +0000Hyperbound lets reps role-play with AI buyers built around your sales process. Source: https://www.hyperbound.ai/ https://salesusecases.ai/case/hyperbound-score-role-plays-with-explained-scorecards/hyperbound-score-role-plays-with-explained-scorecardsCoach and enable repsSat, 24 Oct 2026 12:00:00 +0000Hyperbound scores role-plays and explains why, citing the transcript. Source: https://www.hyperbound.ai/ https://salesusecases.ai/case/revenue-io-get-live-guidance-when-a-buyer-mentions-a-competitor/revenue-io-get-live-guidance-when-a-buyer-mentions-a-competitorCoach and enable repsSat, 24 Oct 2026 12:00:00 +0000Revenue.io surfaces guidance during calls, such as questions to ask when a buyer is evaluating another option. Source: https://www.revenue.io/ https://salesusecases.ai/case/revenue-io-know-the-next-right-touch-for-each-buyer/revenue-io-know-the-next-right-touch-for-each-buyerBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Guided selling prioritizes the next touch, such as responding to a demo request, with Salesforce context. Source: https://www.revenue.io/ https://salesusecases.ai/case/veeva-vault-crm-write-free-text-call-reports-with-real-time-compliance/veeva-vault-crm-write-free-text-call-reports-with-real-time-complianceSave rep timeSat, 24 Oct 2026 12:00:00 +0000Veeva says the Agentic Call Report captures free-text field insights, with real-time compliance checks to minimize risk. Source: https://www.veeva.com/products/crm-suite/crm/ https://salesusecases.ai/case/veeva-vault-crm-plan-customer-interactions-through-a-conversational-as/veeva-vault-crm-plan-customer-interactions-through-a-conversational-asGrow existing accountsSat, 24 Oct 2026 12:00:00 +0000Conversational AI helps life sciences field teams research, plan, and execute HCP interactions. Source: https://www.veeva.com/products/crm-suite/crm/ https://salesusecases.ai/case/intercom-fin-resolve-customer-questions-with-an-ai-agent/intercom-fin-resolve-customer-questions-with-an-ai-agentServe customers betterSat, 24 Oct 2026 12:00:00 +0000Fin answers and resolves customer questions; Intercom reports average resolution rates across customers (per Intercom). Source: https://www.intercom.com/fin https://salesusecases.ai/case/sierra-run-one-customer-agent-across-chat-sms-whatsapp-email-and-voice/sierra-run-one-customer-agent-across-chat-sms-whatsapp-email-and-voiceServe customers betterSat, 24 Oct 2026 12:00:00 +0000Sierra deploys one agent across channels to serve customers and support revenue growth. Source: https://sierra.ai/ https://salesusecases.ai/case/sierra-build-a-customer-agent-from-your-sops-and-transcripts/sierra-build-a-customer-agent-from-your-sops-and-transcriptsServe customers betterSat, 24 Oct 2026 12:00:00 +0000Sierra's Ghostwriter builds an agent from uploaded SOPs, transcripts, and recordings. Source: https://sierra.ai/ https://salesusecases.ai/case/decagon-define-customer-agent-workflows-in-plain-language/decagon-define-customer-agent-workflows-in-plain-languageServe customers betterSat, 24 Oct 2026 12:00:00 +0000Decagon's Agent Operating Procedures let teams define agent workflows in natural language. Source: https://decagon.ai/ https://salesusecases.ai/case/conga-cpq-configure-complex-products-with-rules/conga-cpq-configure-complex-products-with-rulesPrice and quoteSat, 24 Oct 2026 12:00:00 +0000Conga Advantage CPQ uses rules-based configuration to reduce errors on complex quotes. Source: https://www.conga.com/products/conga-cpq https://salesusecases.ai/case/conga-cpq-get-configuration-and-pricing-recommendations/conga-cpq-get-configuration-and-pricing-recommendationsPrice and quoteSat, 24 Oct 2026 12:00:00 +0000Deal guidance suggests optimal configurations and pricing to protect margin. Source: https://www.conga.com/products/conga-cpq https://salesusecases.ai/case/conga-cpq-validate-quotes-in-real-time/conga-cpq-validate-quotes-in-real-timePrice and quoteSat, 24 Oct 2026 12:00:00 +0000Validation checks configurations, including items already purchased, before quotes go out. Source: https://www.conga.com/products/conga-cpq https://salesusecases.ai/case/zilliant-give-reps-real-time-pricing-guidance/zilliant-give-reps-real-time-pricing-guidancePrice and quoteSat, 24 Oct 2026 12:00:00 +0000Zilliant provides AI-driven pricing guidance to keep pricing consistent and protect margin. Source: https://www.zilliant.com/ https://salesusecases.ai/case/vendavo-show-reps-the-target-price-range-for-each-deal/vendavo-show-reps-the-target-price-range-for-each-dealPrice and quoteSat, 24 Oct 2026 12:00:00 +0000Vendavo's deal guidance gives commercial teams an optimal price range for each transaction. Source: https://www.vendavo.com/ https://salesusecases.ai/case/vendavo-manage-rebates-and-incentives-with-less-manual-work/vendavo-manage-rebates-and-incentives-with-less-manual-workPrice and quoteSat, 24 Oct 2026 12:00:00 +0000Vendavo automates rebate and incentive programs. Source: https://www.vendavo.com/ https://salesusecases.ai/case/vendavo-get-cross-sell-guidance-at-the-time-of-quote/vendavo-get-cross-sell-guidance-at-the-time-of-quoteGrow existing accountsSat, 24 Oct 2026 12:00:00 +0000Actionable sales insights help expand wallet share and reduce churn at quote time. Source: https://www.vendavo.com/ https://salesusecases.ai/case/sap-deal-closing-assistant-joule-draft-quotes-from-email-and-opportuni/sap-deal-closing-assistant-joule-draft-quotes-from-email-and-opportuniPrice and quoteSat, 24 Oct 2026 12:00:00 +0000SAP's assistant generates ready-to-approve quote drafts from email engagement and opportunity information. Source: https://www.sap.com/use-cases/joule-assistant/deal-closing-ai https://salesusecases.ai/case/sap-deal-closing-assistant-joule-validate-pricing-discounts-and-availa/sap-deal-closing-assistant-joule-validate-pricing-discounts-and-availaPrice and quoteSat, 24 Oct 2026 12:00:00 +0000The assistant validates pricing rules, discounts, and product availability in real time. Source: https://www.sap.com/use-cases/joule-assistant/deal-closing-ai https://salesusecases.ai/case/sap-deal-closing-assistant-joule-turn-accepted-quotes-into-orders-auto/sap-deal-closing-assistant-joule-turn-accepted-quotes-into-orders-autoPrice and quoteSat, 24 Oct 2026 12:00:00 +0000Accepted quotes convert into orders without manual handoffs. Source: https://www.sap.com/use-cases/joule-assistant/deal-closing-ai https://salesusecases.ai/case/oracle-fusion-sales-surface-pipeline-risks-and-next-best-actions/oracle-fusion-sales-surface-pipeline-risks-and-next-best-actionsForecast and planSat, 24 Oct 2026 12:00:00 +0000Sales Command Center surfaces pipeline risks, customer signals, and next best actions. Source: https://www.oracle.com/cx/sales/ https://salesusecases.ai/case/oracle-fusion-sales-increase-quoting-volume-with-oracle-fusion-cloud/oracle-fusion-sales-increase-quoting-volume-with-oracle-fusion-cloudPrice and quoteSat, 24 Oct 2026 12:00:00 +0000Oracle's customer page says DNV increased quoting volume 350% with Oracle Fusion Cloud (per Oracle). Source: https://www.oracle.com/cx/sales/ https://salesusecases.ai/case/attio-ask-which-deals-to-focus-on-today-in-a-team-chat/attio-ask-which-deals-to-focus-on-today-in-a-team-chatForecast and planSat, 24 Oct 2026 12:00:00 +0000Attio's homepage demo shows a user asking '@Attio what deals should I focus on today?' in a #pipeline chat channel and getting a short prioritized answer. The page lists Slack among the places Attio works. Source: https://www.attio.com/ https://salesusecases.ai/case/attio-score-accounts-by-engagement-drop-off/attio-score-accounts-by-engagement-drop-offGrow existing accountsSat, 24 Oct 2026 12:00:00 +0000Attio's demo shows ranking companies by engagement drop-off and writing health scores back to the CRM. Source: https://www.attio.com/ https://salesusecases.ai/case/lightfield-flag-deals-at-risk-from-customer-interactions/lightfield-flag-deals-at-risk-from-customer-interactionsForecast and planSat, 24 Oct 2026 12:00:00 +0000Lightfield updates itself from customer interactions so its agents can flag at-risk deals. Source: https://www.lightfield.app/ https://salesusecases.ai/case/lightfield-score-accounts-by-signals-like-funding-and-executive-hires/lightfield-score-accounts-by-signals-like-funding-and-executive-hiresBuild pipelineSat, 24 Oct 2026 12:00:00 +0000Lightfield scores accounts using signals such as funding, executive hires, and job changes. Source: https://www.lightfield.app/ https://salesusecases.ai/case/zoommate-schedule-daily-briefings-and-meeting-prep-summaries/zoommate-schedule-daily-briefings-and-meeting-prep-summariesSave rep timeSat, 24 Oct 2026 12:00:00 +0000ZoomMate can run recurring automations such as daily briefings and meeting prep summaries. Source: https://www.zoom.com/en/products/ai-assistant/ https://salesusecases.ai/case/zoommate-send-follow-ups-and-decks-from-meeting-context/zoommate-send-follow-ups-and-decks-from-meeting-contextSave rep timeSat, 24 Oct 2026 12:00:00 +0000ZoomMate can build decks, generate documents, and send follow-ups from conversations. Source: https://www.zoom.com/en/products/ai-assistant/ https://salesusecases.ai/case/zoommate-use-custom-meeting-note-formats/zoommate-use-custom-meeting-note-formatsSave rep timeSat, 24 Oct 2026 12:00:00 +0000ZoomMate follows custom formats for meeting recaps, e.g. a discovery template. Source: https://www.zoom.com/en/products/ai-assistant/ https://salesusecases.ai/case/zoom-virtual-agent-answer-every-inbound-call-with-an-ai-receptionist/zoom-virtual-agent-answer-every-inbound-call-with-an-ai-receptionistServe customers betterSat, 24 Oct 2026 12:00:00 +0000The AI receptionist greets callers, routes them, takes messages, answers questions, and books appointments. Source: https://www.zoom.com/en/products/virtual-agent/ https://salesusecases.ai/case/highspot-spot-deal-risk-and-build-follow-ups/highspot-spot-deal-risk-and-build-follow-upsWin more dealsSat, 24 Oct 2026 12:00:00 +0000Highspot's Deal Agent spots risk, recommends next moves, and builds personalized follow-up. Source: https://www.highspot.com/ https://salesusecases.ai/case/highspot-practice-high-stakes-conversations-with-ai-role-play/highspot-practice-high-stakes-conversations-with-ai-role-playCoach and enable repsSat, 24 Oct 2026 12:00:00 +0000AI Role Play lets sellers practice realistic scenarios before they happen. Source: https://www.highspot.com/ https://salesusecases.ai/case/highspot-find-which-content-and-plays-drive-revenue/highspot-find-which-content-and-plays-drive-revenueCoach and enable repsSat, 24 Oct 2026 12:00:00 +0000The GTM Agent shows which content and plays drive revenue and where gaps are. Source: https://www.highspot.com/ https://salesusecases.ai/case/pipedrive-find-patterns-behind-lost-deals/pipedrive-find-patterns-behind-lost-dealsWin more dealsSat, 24 Oct 2026 12:00:00 +0000Pipedrive's Sales Assistant identifies winning patterns and reasons for lost deals from your data. Source: https://www.pipedrive.com/en/features/ai-sales-assistant https://salesusecases.ai/case/pipedrive-check-where-you-stand-against-goal/pipedrive-check-where-you-stand-against-goalForecast and planSat, 24 Oct 2026 12:00:00 +0000Ask the Sales Assistant where you stand and what you need to hit target. Source: https://www.pipedrive.com/en/features/ai-sales-assistant https://salesusecases.ai/case/pipedrive-get-deal-summaries-and-recent-changes-in-one-place/pipedrive-get-deal-summaries-and-recent-changes-in-one-placeSave rep timeSat, 24 Oct 2026 12:00:00 +0000Sales Assistant gives AI summaries, recent changes, and linked deals. Source: https://www.pipedrive.com/en/features/ai-sales-assistant https://salesusecases.ai/case/mindtickle-ramp-reps-with-ai-role-play-and-personalized-training/mindtickle-ramp-reps-with-ai-role-play-and-personalized-trainingCoach and enable repsSat, 24 Oct 2026 12:00:00 +0000Mindtickle offers AI role-play and personalized onboarding, which it positions as a way to ramp reps faster. Source: https://www.mindtickle.com/ https://salesusecases.ai/case/hubspot-prospecting-agent-find-companies-showing-buying-signals/hubspot-prospecting-agent-find-companies-showing-buying-signalsBuild pipelineWed, 21 Oct 2026 12:00:00 +0000The prospecting agent detects companies that match the buying signals you choose, so reps reach out when an account looks ready. Source: https://knowledge.hubspot.com/prospecting/use-the-prospecting-agent https://salesusecases.ai/case/hubspot-prospecting-agent-identify-the-right-contacts-at-target-compan/hubspot-prospecting-agent-identify-the-right-contacts-at-target-companBuild pipelineWed, 21 Oct 2026 12:00:00 +0000The agent sources relevant contacts at matched companies so outreach goes to the right people. Source: https://knowledge.hubspot.com/prospecting/use-the-prospecting-agent https://salesusecases.ai/case/hubspot-prospecting-agent-generate-personalized-outreach-from-crm-and/hubspot-prospecting-agent-generate-personalized-outreach-from-crm-andBuild pipelineWed, 21 Oct 2026 12:00:00 +0000The agent writes personalized emails using CRM data and recent high-intent signals. Source: https://knowledge.hubspot.com/prospecting/use-the-prospecting-agent https://salesusecases.ai/case/hubspot-prospecting-agent-build-prospecting-plays-for-each-segment-and/hubspot-prospecting-agent-build-prospecting-plays-for-each-segment-andBuild pipelineWed, 21 Oct 2026 12:00:00 +0000Plays guide the agent's research and outreach by segment and persona, keeping messaging consistent across the team. Source: https://knowledge.hubspot.com/prospecting/use-the-prospecting-agent https://salesusecases.ai/case/hubspot-breeze-assistant-summarize-crm-records-before-a-call/hubspot-breeze-assistant-summarize-crm-records-before-a-callSave rep timeWed, 21 Oct 2026 12:00:00 +0000Breeze Assistant summarizes records and completes tasks across HubSpot, saving reps time reading history. Source: https://knowledge.hubspot.com/ai/use-breeze-assistant https://salesusecases.ai/case/hubspot-breeze-assistant-prepare-for-upcoming-meetings-from-your-calen/hubspot-breeze-assistant-prepare-for-upcoming-meetings-from-your-calenWin more dealsWed, 21 Oct 2026 12:00:00 +0000With a connected calendar, Breeze Assistant shows a Meetings card to prepare for upcoming meetings. Source: https://knowledge.hubspot.com/ai/use-breeze-assistant https://salesusecases.ai/case/hubspot-breeze-assistant-save-team-prompts-for-consistent-sales-output/hubspot-breeze-assistant-save-team-prompts-for-consistent-sales-outputCoach and enable repsWed, 21 Oct 2026 12:00:00 +0000Saved prompts, projects, and memories help teams get consistent outputs from Breeze Assistant over time. Source: https://knowledge.hubspot.com/ai/use-breeze-assistant https://salesusecases.ai/case/hubspot-breeze-assistant-share-a-generated-deck-with-a-buyer-by-link/hubspot-breeze-assistant-share-a-generated-deck-with-a-buyer-by-linkWin more dealsWed, 21 Oct 2026 12:00:00 +0000Breeze Assistant artifacts such as PPTX or HTML can be shared publicly via a read-only, optionally password-protected link. Source: https://knowledge.hubspot.com/ai/use-breeze-assistant https://salesusecases.ai/case/sanity-ai-sales/sanity-ai-salesWin more dealsWed, 14 Oct 2026 12:00:00 +0000Every Sunday an agent reads that week's call transcripts and competitor news, drafts battle-card updates as a staged content release, and posts the changes to Slack for the sales team to approve. Built by the sales team. Source: https://x.com/sanity_io/status/2110397719361851638 https://salesusecases.ai/case/fastenal-ai-sales/fastenal-ai-salesPrice and quoteWed, 14 Oct 2026 12:00:00 +0000Rolled out AI-assisted sourcing and quoting tools to branches and acquired a small AI company for orchestration; management ties flat sales headcount amid 15.5% sales growth partly to AI tools and role specialization. Source: https://www.fool.com/earnings/call-transcripts/2026/10/14/fastenal-fast-q3-2026-earnings-call-transcript/ https://salesusecases.ai/case/microsoft-365-copilot-sales-agent-bring-dynamics-365-or-salesforce-crm/microsoft-365-copilot-sales-agent-bring-dynamics-365-or-salesforce-crmSave rep timeTue, 13 Oct 2026 12:00:00 +0000The Sales agent connects CRM data from Dynamics 365 Sales or Salesforce to Outlook and Teams, so sellers see account insights where they already work instead of switching apps. Source: https://learn.microsoft.com/en-us/microsoft-sales-copilot/introduction https://salesusecases.ai/case/microsoft-365-copilot-sales-agent-get-next-step-recommendations-while/microsoft-365-copilot-sales-agent-get-next-step-recommendations-whileWin more dealsTue, 13 Oct 2026 12:00:00 +0000In Outlook, the Sales agent supports email drafting, follow-ups, and next-step recommendations based on CRM context, helping sellers keep deals moving. Source: https://learn.microsoft.com/en-us/microsoft-sales-copilot/introduction https://salesusecases.ai/case/microsoft-365-copilot-sales-agent-capture-insights-and-action-items-fr/microsoft-365-copilot-sales-agent-capture-insights-and-action-items-frSave rep timeTue, 13 Oct 2026 12:00:00 +0000The Sales agent captures insights and action items from Teams calls and ties them to sales records, reducing manual note-taking. Source: https://learn.microsoft.com/en-us/microsoft-sales-copilot/introduction https://salesusecases.ai/case/microsoft-dynamics-365-sales-copilot-find-product-and-sales-content-in/microsoft-dynamics-365-sales-copilot-find-product-and-sales-content-inSave rep timeTue, 13 Oct 2026 12:00:00 +0000Copilot in Dynamics 365 Sales can get information from SharePoint in chat, so sellers find the right document without leaving the deal record. Source: https://learn.microsoft.com/en-us/dynamics365/sales/copilot-overview https://salesusecases.ai/case/microsoft-dynamics-365-sales-sales-research-agent-ask-strategic-pipeli/microsoft-dynamics-365-sales-sales-research-agent-ask-strategic-pipeliForecast and planTue, 13 Oct 2026 12:00:00 +0000The Sales Research Agent answers business questions across Dynamics 365 data, Fabric, and uploaded files, so leaders can explore pipeline without waiting on a report. Source: https://learn.microsoft.com/en-us/dynamics365/sales/sales-research-agent https://salesusecases.ai/case/microsoft-dynamics-365-sales-sales-research-agent-turn-sales-data-into/microsoft-dynamics-365-sales-sales-research-agent-turn-sales-data-intoForecast and planTue, 13 Oct 2026 12:00:00 +0000The agent produces a research blueprint with a summary, key findings, and suggested next steps, which leaders can use in pipeline and planning reviews. Source: https://learn.microsoft.com/en-us/dynamics365/sales/sales-research-agent https://salesusecases.ai/case/dayuse-ai-sales/dayuse-ai-salesServe customers betterMon, 12 Oct 2026 12:00:00 +0000A two-person AI team built in-house agents connected to internal systems (rather than buying licenses) for support tickets, US phone calls, and sales prep, and let business teams build their own apps. Source: https://x.com/VictorBarnouin/status/2109751070436024574 https://salesusecases.ai/case/hubspot-conversation-intelligence-coach-reps-from-call-transcripts/hubspot-conversation-intelligence-coach-reps-from-call-transcriptsCoach and enable repsFri, 09 Oct 2026 12:00:00 +0000Sales Hub Professional and Enterprise seats can transcribe and analyze recorded calls, helping managers coach more effectively. Source: https://knowledge.hubspot.com/calling/review-call-recordings-and-transcripts https://salesusecases.ai/case/linkedin-sales-navigator-get-alerts-when-saved-leads-and-accounts-chan/linkedin-sales-navigator-get-alerts-when-saved-leads-and-accounts-chanBuild pipelineTue, 29 Sep 2026 12:00:00 +0000Lead and account alerts notify you of important updates to saved leads. Source: https://business.linkedin.com/sales-solutions/sales-navigator https://salesusecases.ai/case/linkedin-sales-navigator-search-buyers-with-50-filters/linkedin-sales-navigator-search-buyers-with-50-filtersBuild pipelineTue, 29 Sep 2026 12:00:00 +0000Sales Navigator searches with 50+ filters such as function and seniority, with saved searches and lead alerts. Source: https://business.linkedin.com/sales-solutions/sales-navigator https://salesusecases.ai/case/linkedin-sales-navigator-know-when-a-customer-contact-changes-companie/linkedin-sales-navigator-know-when-a-customer-contact-changes-companieGrow existing accountsTue, 29 Sep 2026 12:00:00 +0000A Marsh leader quoted by LinkedIn says CRM-connected Sales Navigator updates them when a contact moves companies. Source: https://business.linkedin.com/sales-solutions/sales-navigator https://salesusecases.ai/case/linkedin-sales-navigator-add-leads-to-the-crm-without-manual-entry/linkedin-sales-navigator-add-leads-to-the-crm-without-manual-entrySave rep timeTue, 29 Sep 2026 12:00:00 +0000On Advanced Plus, leads add directly to the CRM with duplicate checks and auto-filled fields. Source: https://business.linkedin.com/sales-solutions/sales-navigator https://salesusecases.ai/case/siemens-smart-infrastructure-ai-sales/siemens-smart-infrastructure-ai-salesBuild pipelineMon, 14 Sep 2026 12:00:00 +0000Two agents work every in-scope inbound lead (software downloads, trade shows): an engagement agent emails within minutes and follows up twice; a qualification agent chats with the prospect, captures BANT into Sales Cloud, and applies ~50 Siemens-defined rules. Leads with at least two positive BANT answers go to the right seller with a summary; guardrails keep the agent off products and competitors. Source: https://www.salesforce.com/customer-stories/siemens/agentic-sales-leads/ https://salesusecases.ai/case/microsoft-dynamics-365-sales-copilot-review-what-changed-in-your-accou/microsoft-dynamics-365-sales-copilot-review-what-changed-in-your-accouForecast and planFri, 31 Jul 2026 12:00:00 +0000Copilot lists your accounts, leads, and opportunities updated in the last seven days and the changes on each, helping sellers keep the pipeline current. Source: https://learn.microsoft.com/en-us/dynamics365/sales/copilot-ask-questions https://salesusecases.ai/case/microsoft-dynamics-365-sales-copilot-see-which-leads-and-accounts-were/microsoft-dynamics-365-sales-copilot-see-which-leads-and-accounts-wereBuild pipelineFri, 31 Jul 2026 12:00:00 +0000Copilot lists records newly assigned to you so new leads get worked quickly instead of sitting idle. Source: https://learn.microsoft.com/en-us/dynamics365/sales/copilot-ask-questions https://salesusecases.ai/case/sanofi-ai-sales/sanofi-ai-salesCoach and enable repsWed, 03 Jun 2026 12:00:00 +0000Launched "Concierge for Field," an AI agent that prepares global sales reps for physician visits: in one conversation a rep gets a pre-call plan, sees the highest-priority physician by specialty and prescribing history, reviews past engagement, and has the plan emailed to them. Source: https://www.biospace.com/press-releases/sanofi-chooses-snowflake-to-accelerate-its-ai-powered-drug-development https://salesusecases.ai/case/qiagen-ai-sales/qiagen-ai-salesServe customers betterWed, 20 May 2026 12:00:00 +0000Launched QIA Agent on qiagen.com: one conversational interface for experiment planning, product selection, protocols, availability, order tracking and support; logged-in users get individual pricing and order history. Source: https://corporate.qiagen.com/English/newsroom/press-releases/press-release-details/2026/QIAGEN-launches-QIA-Agent-connecting-AI-driven-scientific-guidance-across-Sample-to-Insight-workflows/default.aspx https://salesusecases.ai/case/microsoft-dynamics-365-sales-sales-qualification-agent-research-inboun/microsoft-dynamics-365-sales-sales-qualification-agent-research-inbounBuild pipelineThu, 30 Apr 2026 12:00:00 +0000In research-only mode, the agent researches assigned leads, checks fit against your target customer profile, and drafts an initial email for qualified leads, so sellers spend time on the best ones. Source: https://learn.microsoft.com/en-us/dynamics365/sales/sales-qualification-agent https://salesusecases.ai/case/microsoft-dynamics-365-sales-sales-qualification-agent-engage-high-vol/microsoft-dynamics-365-sales-sales-qualification-agent-engage-high-volBuild pipelineThu, 30 Apr 2026 12:00:00 +0000In research-and-engage mode, the agent can also engage leads directly. Microsoft positions this for teams that struggle to keep up with inbound lead volume from websites, events, and webinars. Source: https://learn.microsoft.com/en-us/dynamics365/sales/sales-qualification-agent https://salesusecases.ai/case/merck-co-msd-ai-sales/merck-co-msd-ai-salesGrow existing accountsThu, 23 Apr 2026 12:00:00 +0000Under a $1B Google Cloud deal, Merck & Co. plans an agentic system to create and distribute personalized content to HCPs and health systems, with commercial as an early focus. (US-based Merck & Co., not Merck KGaA.) Source: https://www.fiercepharma.com/marketing/mercks-new-ai-commercial-strategy-reimagining-engagement-hcps https://salesusecases.ai/case/chatgpt-workspace-agents-qualify-inbound-leads-and-draft-follow-ups-au/chatgpt-workspace-agents-qualify-inbound-leads-and-draft-follow-ups-auBuild pipelineWed, 22 Apr 2026 12:00:00 +0000A Lead Outreach Agent researches inbound leads, scores them against your rubric, drafts follow-ups, and updates the CRM. Source: https://openai.com/index/introducing-workspace-agents-in-chatgpt/ https://salesusecases.ai/case/chatgpt-workspace-agents-send-a-weekly-metrics-report-automatically/chatgpt-workspace-agents-send-a-weekly-metrics-report-automaticallyForecast and planWed, 22 Apr 2026 12:00:00 +0000A Weekly Metrics Reporter pulls data every Friday, creates charts, writes the summary, and shares the report. Source: https://openai.com/index/introducing-workspace-agents-in-chatgpt/ https://salesusecases.ai/case/chatgpt-workspace-agents-post-deal-briefs-with-gong-call-summaries-to/chatgpt-workspace-agents-post-deal-briefs-with-gong-call-summaries-toWin more dealsWed, 22 Apr 2026 12:00:00 +0000Rippling says a sales consultant built an agent that researches accounts, summarizes Gong calls, and posts deal briefs to Slack (customer quote on OpenAI's post). Source: https://openai.com/index/introducing-workspace-agents-in-chatgpt/ https://salesusecases.ai/case/msc-industrial-supply-ai-sales/msc-industrial-supply-ai-salesGrow existing accountsThu, 19 Mar 2026 12:00:00 +0000Gave customer service reps AI recommendations during calls and emails (due-to-reorder items, wallet-share gaps, new items) to turn a reactive call center into a selling channel. Source: https://www.proton.ai/case-study/proton-turned-msc-call-center-into-sales-powerhouse https://salesusecases.ai/case/microsoft-dynamics-365-sales-copilot-prepare-for-every-opportunity-mee/microsoft-dynamics-365-sales-copilot-prepare-for-every-opportunity-meeWin more dealsFri, 13 Mar 2026 12:00:00 +0000Copilot lists upcoming meetings linked to opportunities and builds meeting insights from notes, open tasks, and related cases, so sellers walk in prepared. Source: https://learn.microsoft.com/en-us/dynamics365/sales/copilot-stay-ahead https://salesusecases.ai/case/microsoft-dynamics-365-sales-copilot-pull-the-latest-news-on-an-accoun/microsoft-dynamics-365-sales-copilot-pull-the-latest-news-on-an-accounGrow existing accountsTue, 10 Mar 2026 12:00:00 +0000Copilot shows Bing-curated news that mentions your accounts, giving sellers timely reasons to reach out to existing customers. Source: https://learn.microsoft.com/en-us/dynamics365/sales/copilot-get-information https://salesusecases.ai/case/microsoft-dynamics-365-sales-copilot-summarize-an-opportunity-lead-or/microsoft-dynamics-365-sales-copilot-summarize-an-opportunity-lead-orSave rep timeTue, 10 Mar 2026 12:00:00 +0000Copilot can summarize opportunities, leads, and accounts and answer pipeline questions in natural language, and is designed to reduce time spent reading through records. Source: https://learn.microsoft.com/en-us/dynamics365/sales/copilot-get-information https://salesusecases.ai/case/novartis-ai-sales/novartis-ai-salesSave rep timeMon, 05 Jan 2026 12:00:00 +0000Selected Salesforce Agentforce Life Sciences for a global rollout over five years. Near-term uses named: rep dictates post-call notes and an agent drafts the summary; flagging potential medical inquiries for logging. Source: https://www.drugdiscoverytrends.com/novartis-picks-salesforces-agentforce-as-pharma-bets-big-on-ai-agents/ https://salesusecases.ai/case/astrazeneca-ai-sales/astrazeneca-ai-salesGrow existing accountsThu, 04 Dec 2025 12:00:00 +0000Selected Agentforce Life Sciences for Customer Engagement as its unified global HCP engagement platform: consolidated medical-commercial HCP insights, next-best-action recommendations for key account, reimbursement and field teams, automated multichannel campaigns, and MCP-based orchestration of internal and external agents. Source: https://www.salesforce.com/news/press-releases/2025/12/04/astrazeneca-agentforce-life-sciences-customer-engagement/ https://salesusecases.ai/case/novo-nordisk-bristol-myers-squibb-crinetics-otsuka-europe-moderna-earl/novo-nordisk-bristol-myers-squibb-crinetics-otsuka-europe-moderna-earlCoach and enable repsWed, 03 Dec 2025 12:00:00 +0000Veeva made AI agents generally available in Vault CRM (Pre-call Agent for suggested actions, Voice Agent for voice notes, Free Text Agent that flags compliance issues in call notes) and PromoMats (Quick Check Agent for pre-MLR content checks). Named pharma users gave endorsing quotes. Source: https://www.veeva.com/resources/veeva-ai-agents-now-available-to-increase-productivity-and-customer-centricity/ https://salesusecases.ai/case/thermo-fisher-scientific-ai-sales-2/thermo-fisher-scientific-ai-sales-2Serve customers betterThu, 16 Oct 2025 12:00:00 +0000Announced it is embedding OpenAI APIs across product development, service delivery, customer engagement and operations, and rolling ChatGPT Enterprise out to colleagues. Source: https://ir.thermofisher.com/investors/news-events/news/news-details/2025/Thermo-Fisher-Scientific-to-Accelerate-Life-Science-Breakthroughs-with-OpenAI/default.aspx https://salesusecases.ai/case/takeda-ai-sales/takeda-ai-salesCoach and enable repsMon, 13 Oct 2025 12:00:00 +0000Rebuilt HCP engagement on Life Sciences Cloud with Data Cloud/Data 360, MuleSoft and Agentforce so reps see what a physician has researched, opened and asked before a visit; Agentforce gives leaders a view of interactions across reps and hospitals. Building 'utility agents', some via MCP. Source: https://www.salesforce.com/customer-stories/takeda-garth-hemmingsen-interview/ https://salesusecases.ai/case/salesforce-ai-sales/salesforce-ai-salesBuild pipelineThu, 09 Oct 2025 12:00:00 +0000Since July 2025 an Agentforce SDR agent follows up on every inbound/dormant lead (previously only one in four got human follow-up), sends personalized emails grounded in CRM and Data 360, answers questions from product docs, books meetings and copies the human rep. Every email discloses it comes from Agentforce. Source: https://www.salesforce.com/blog/ai-for-lead-qualification/ https://salesusecases.ai/case/aum-biotech-ai-sales/aum-biotech-ai-salesBuild pipelineThu, 18 Sep 2025 12:00:00 +0000CEO built an Agentforce SDR agent to respond instantly to thousands of trade-show leads (up to ~10,000/year), score them, answer basic questions, book meetings in multiple languages, and hand high-priority leads to human reps; also built a technical-support chatbot. Source: https://www.salesforce.com/news/stories/aum-biotech-agentforce-sdr-agent/ https://salesusecases.ai/case/salesforce-ai-sales-2/salesforce-ai-sales-2Serve customers betterThu, 18 Sep 2025 12:00:00 +0000Agentforce service agent on Salesforce's help site handles support requests, with lessons on tone (added empathy), loosening over-strict competitor guardrails, and cleaning conflicting knowledge articles. Source: https://www.salesforce.com/news/stories/first-year-agentforce-customer-zero/ https://salesusecases.ai/case/henry-schein-australia-ai-sales/henry-schein-australia-ai-salesServe customers betterWed, 12 Mar 2025 12:00:00 +0000Deployed an Agentforce service agent connected to the ERP that gives logged-in customers real-time order status (even without an order number), explains delays, and tracks specific items, 24/7 and multilingual; implemented in five weeks. Voice channel planned. Source: https://proquestit.com/insights/henry-schein-agentforce-service-chats/ https://salesusecases.ai/case/brenntag-ai-sales/brenntag-ai-salesServe customers betterTue, 05 Nov 2024 12:00:00 +0000First Agentforce tester in Germany: launched AI agents to selected customers and supply partners for 24/7 answers to sales-order and product inquiries, proactive order-update follow-ups, and recommended next actions, with plans to expand to more regions. Source: https://corporate.brenntag.com/en/media/news/brenntag-implements-autonomous-ai-agents-on-its-salesforce-platform-as-first-customer-in-germany.html https://salesusecases.ai/case/schneider-electric-ai-sales-2/schneider-electric-ai-sales-2Save rep timeTue, 15 Oct 2024 12:00:00 +0000Integrated Microsoft Copilot for Sales with Salesforce so sellers get email-thread and Teams-meeting summaries (with translation) and create CRM contacts from email signatures in Outlook/Teams. Source: https://www.microsoft.com/en/customers/story/18860-schneider-electric-microsoft-365-copilot-for-sales https://salesusecases.ai/case/microsoft-ai-sales/microsoft-ai-salesWin more dealsWed, 02 Oct 2024 12:00:00 +0000Rolled Microsoft 365 Copilot out across its own sales teams to cut time spent looking across "20 different tools" and to help sellers managing many accounts; compared high-usage vs low-usage sellers. Source: https://www.microsoft.com/en-us/worklab/ai-is-already-changing-work-microsoft-included https://salesusecases.ai/case/lumen-technologies-ai-sales/lumen-technologies-ai-salesBuild pipelineTue, 21 May 2024 12:00:00 +0000Rolled out Microsoft Copilot for Sales to several thousand sellers and service staff for customer research before outreach, meeting summaries, follow-up drafts and syncing Outlook email into Salesforce; used champions and a prompt library to drive adoption. Source: https://www.microsoft.com/en/customers/story/1771760434465986810-lumen-microsoft-copilot-telecommunications-en-united-states https://salesusecases.ai/case/klarna-ai-sales/klarna-ai-salesServe customers betterTue, 27 Feb 2024 12:00:00 +0000Launched an OpenAI-powered AI assistant in its app to handle customer service (refunds, returns, payments, disputes) in 35+ languages. Source: https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month/ https://salesusecases.ai/case/nextgen-healthcare-ai-sales/nextgen-healthcare-ai-salesBuild pipelineWebsite AI SDR agent ('Eli') tailors conversations by specialty and on-site behavior, qualifies visitors, books meetings in-session, routes chats to SDRs, and emails high-intent visitors who leave before booking. Source: https://www.qualified.com/customers/nextgen https://salesusecases.ai/case/schneider-electric-ai-sales/schneider-electric-ai-salesBuild pipelineBuilt a "Digital Opportunity Factory" on Sales Cloud and CRM Analytics that uses AI to find white-space opportunities, assign them to reps, score them at each stage with Einstein Discovery, and show AI recommendations for progressing each one. Source: https://www.salesforce.com/resources/customer-stories/schneider-electric-boosts-customer-satisfaction/ https://salesusecases.ai/case/anthropic-ai-sales/anthropic-ai-salesBuild pipelineBDR team runs Claude Cowork skills: an hourly inbox skill drafts replies from a curated sales knowledge base in each rep's voice; an overnight skill researches 100+ accounts per rep (Salesforce, Apollo, Common Room, Gong, warehouse) and leaves a brief, score and outbound play; a pipeline skill proposes Salesforce stage changes with evidence and waits for approval; a call-coach skill scores Gong discovery calls against the playbook. Source: https://claude.com/blog/how-anthropics-business-development-team-uses-claude-to-run-inbound-and-outbound-at-scale https://salesusecases.ai/case/agilent-technologies-ai-sales/agilent-technologies-ai-salesWin more dealsConsolidated content from six systems into one sales enablement platform with AI-driven coaching and content recommendations, and used digital sales rooms that show reps when quotes are opened, forwarded to new contacts, and which content resonates. Source: https://www.allego.com/case-study/agilent-transforms-with-digital-sales-rooms/ https://salesusecases.ai/case/iba-ion-beam-applications-ai-sales/iba-ion-beam-applications-ai-salesWin more dealsTender team for proton-therapy systems (~30 complex RFPs a year) uses response software with a scored answer library and auto-respond to cut search and copy-paste time, reinvesting it in tailoring answers. Source: https://www.responsive.io/customer-stories/iba https://salesusecases.ai/case/spoton-ai-sales/spoton-ai-salesWin more dealsNew inside sales team used AI call briefs to auto-draft personalized follow-up emails that mirror prospects' words, trackers to check messaging and trigger coaching, and deal-risk views to keep the forecast honest. Source: https://www.gong.io/customers/case-studies/how-spoton-increased-win-rates-by-16-through-productivity-gains https://salesusecases.ai/case/r-s-hughes-ai-sales/r-s-hughes-ai-salesGrow existing accountsFed ~10 years of ERP transaction data into an AI engine that gives each of 175 inside reps a daily plan of who to call and what to discuss (e.g., lapsed reorders), and powers e-commerce recommendations; expanding to outside sales. Source: https://www.proton.ai/case-study/rshughes https://salesusecases.ai/case/tackle-ai-sales/tackle-ai-salesGrow existing accountsUsed AI sentiment-based health scoring over emails, support tickets and product usage, with real-time risk alerts to the CX team, to spot churn risk early and forecast renewals. Source: https://www.gainsight.com/customer/tackle-leverages-staircase-ai-to-revolutionize-customer-experience-and-drive-predictive-retention-strategies/ https://salesusecases.ai/case/trimble-ai-sales/trimble-ai-salesGrow existing accountsMined customer conversations for signals (e.g., a customer mentioning a need its current product doesn't cover) and routed them as product leads to the right sales team while moving to an account-based model. Source: https://www.gong.io/customers/case-studies/how-trimble-boosted-pipeline-and-tripled-deal-sizes-with-gong-s-revenue-ai-operating-system https://salesusecases.ai/case/singular-genomics-ai-sales/singular-genomics-ai-salesForecast and planMoved forecasting off spreadsheets into Clari to manage 6-12 month capital-equipment sales cycles: one-view opportunity updates, quarter/stage filtering, weekly forecast, and dashboards for finance and executives. Source: https://prod.clari.com/resources/customer-stories/singular-genomics/ https://salesusecases.ai/case/honeywell-ai-sales/honeywell-ai-salesForecast and planStandardized on an AI forecasting and deal-guidance platform across business units (connected to Salesforce), flagging low-probability commit deals and pull-in candidates, later adding conversation and relationship intelligence for inside sales. Source: https://www.aviso.com/case-study/why-did-honeywell-choose-aviso-for-ai-sales-guidance https://salesusecases.ai/case/tungsten-automation-formerly-kofax-ai-sales/tungsten-automation-formerly-kofax-ai-salesForecast and planReplaced spreadsheet forecasting with Clari Forecast for one view of pipeline activity, CRM hygiene and deal slippage across the org, including through an acquisition. Source: https://prod.clari.com/resources/customer-stories/tungsten-automation/ https://salesusecases.ai/case/upwork-ai-sales/upwork-ai-salesForecast and planRevOps runs a weekly forecast cadence in Gong Forecast: reps and managers inspect deals on a Deal Board with AI deal warnings, managers submit forecasts in-tool, directors review 90-day projections and week-over-week changes. Source: https://www.gong.io/customers/case-studies/upworks-revops-team-rockets-to-95-sales-forecast-accuracy-using-gong https://salesusecases.ai/case/boston-scientific-ai-sales/boston-scientific-ai-salesCoach and enable repsCertified 800 reps for a product launch with AI video coaching that replaced manual reviews, split the in-service pitch into 5 practice modules, and auto-flagged the bottom 60% for targeted coaching. Source: https://smartwinnr.com/case-studies/bsc-case-study-may https://salesusecases.ai/case/johnson-johnson-medtech-ai-sales/johnson-johnson-medtech-ai-salesCoach and enable repsUsed AI role-plays and a structured 5-step talk track to move 240 MedTech reps from feature-dumping to patient-focused HCP conversations; trainers built objection scenarios in about 30 minutes. Source: https://smartwinnr.com/case-studies/how-did-johnson-and-johnson-improve-competitive-objection-handling-with-ai https://salesusecases.ai/case/mintel-ai-sales/mintel-ai-salesCoach and enable repsUsed call recordings and analytics to build a coaching culture, found reps were under multi-threading, set a policy around four buyer contacts, and ran pipeline reviews on deal boards with alerts for stalled or single-threaded deals. Source: https://www.gong.io/customers/case-studies/research-recommendations-and-reality-how-gong-helped-mintel-increase-win-rates-by-34 https://salesusecases.ai/case/anthropic-ai-sales-2/anthropic-ai-sales-2Serve customers betterBought rather than built a support agent; used Claude to restructure macros and snippets, routed free-user questions to AI so humans could focus on enterprise and power users, and ran a content hackathon to raise resolution. Source: https://fin.ai/customers/anthropic https://salesusecases.ai/case/mattsco-ai-sales/mattsco-ai-salesPrice and quoteCustom LLM email parser reads RFQs in any format, maps items to the product database, automates vendor outreach and follow-ups, and consolidates vendor + stock pricing into the customer quote, with a live RFQ dashboard. Source: https://www.edstem.com/case-studies/building-ai-powered-rfq-automation-that-reduced-processing-time https://salesusecases.ai/case/pfizer-ai-sales/pfizer-ai-salesSave rep timeEarly adopter of Salesforce Life Sciences Cloud for Customer Engagement (agent-first rep app with voice account prep, smart summaries, talk-to-text meeting wrap-ups) to prepare field colleagues for HCP engagement. Source: https://www.salesforce.com/news/stories/life-sciences-cloud-for-customer-engagement-availability/ https://salesusecases.ai/case/bayer-ai-sales/bayer-ai-salesCoach and enable repsCertified 500+ reps for a new-indication launch using AI-simulated HCP conversations scored against Bayer's own certification rubric, replacing field-visit and live role-play assessments. Source: https://www.quantified.ai/case-studies/how-bayer-trained-500-reps-in-record-time-using-ai-powered-practice https://salesusecases.ai/case/astrazeneca-ai-sales-2/astrazeneca-ai-sales-2Serve customers betterLaunched an AI virtual assistant on its HCP medical website that gives oncologists real-time, regulatory-compliant oncology information across multiple brands and handles routine HCP inquiries, built in 3.5 months. Source: https://credera.com/en-us/case-studies/ai-driven-solution-boosts-engagement-and-reduces-costs-for-leading-pharmaceutical-company https://salesusecases.ai/case/avantor-vwr-ai-sales/avantor-vwr-ai-salesServe customers betterRelaunched vwr.com with "VWR AI," a conversational assistant for logged-in lab and procurement customers: product info, price comparison, compatible accessories, recommendations from purchase history, add-to-cart, order status and documentation, with handoff to a live service rep. Source: https://news.avantorsciences.com/VWR-com-adds-conversational-AI,-making-online-lab-purchasing-faster,-easier,-and-more-intuitive https://salesusecases.ai/case/thermo-fisher-scientific-ai-sales/thermo-fisher-scientific-ai-salesServe customers betterProject Northstar: AI/ML + RPA order-entry automation (OCR of fax/email orders), ML email routing with sentiment, a single-pane search for care reps (orders, availability, pricing, customer-specific quotes), and a customer-insights platform with next-best action. Source: https://www.genpact.com/case-studies/breathing-new-life-into-customer-experience-at-thermo-fisher-scientific https://salesusecases.ai/case/w-w-grainger-ai-sales/w-w-grainger-ai-salesServe customers betterGenerative-AI call-center assistant that gives customer service agents fast product answers across 2.5M products, built on RAG search; Grainger also lists a seller insights platform and product recommendations among its AI/ML tools. Source: https://s1.q4cdn.com/422144722/files/doc_presentations/2025/Mar/21/2025-March_GWW-Investor-Presentation-FINAL-3-28-25.pdf https://salesusecases.ai/case/starlink-spacex-ai-sales/starlink-spacex-ai-salesServe customers betterA Grok Voice call-center agent answers 1-888-GO-STARLINK for support and inbound sales: verifies callers, runs hardware diagnostics, issues credits, ships replacements, and creates full orders in multiple languages. Source: https://x.ai/stories/starlink https://salesusecases.ai/case/abb-low-voltage-motors-ai-sales/abb-low-voltage-motors-ai-salesPrice and quoteBuilt a bespoke AI tool with Reaktor that does routine offer-preparation work for technical sales experts and flags inconsistencies, so humans check the machine's output; piloted summer 2023, now scaling to more divisions. Source: https://www.reaktor.com/work/abb https://salesusecases.ai/case/lh-industrial-supplies-ai-sales/lh-industrial-supplies-ai-salesPrice and quoteConnected its Prophet 21 ERP to an AI tool that turns emailed POs into quotes and answers product questions (including matching a photo of a competitor's label to LH's part number); live in 29 days. Source: https://distro.app/lh-industrial-case-study https://salesusecases.ai/case/puget-sound-pipe-supply-ai-sales/puget-sound-pipe-supply-ai-salesPrice and quoteInside sales uses an AI quoting tool that reads customer requests (Excel, photos, handwritten lists), matches items to the ERP catalog and learns each rep's quoting patterns, so 100+ line bids no longer take an hour+. Source: https://www.canals.ai/case-studies/puget-sound-pipe-and-supply-slashes-quote-times https://salesusecases.ai/case/turtle-ai-sales/turtle-ai-salesPrice and quoteInside sales routes stock orders and quotes through an AI order-entry/quoting tool that reads messy inputs and matches items, freeing reps for complex non-stock quotes and account growth. Source: https://www.canals.ai/case-studies/turtle-grows-top-bottom-lines https://salesusecases.ai/case/turtle-ai-sales-2/turtle-ai-sales-2Price and quoteEmbedded an AI dynamic-pricing widget in the ERP order-entry screen that gives reps instant price guidance based on market conditions, commodity costs and customer behavior; built in 12 weeks. Source: https://www.infor.com/customer-stories/turtle