AI for sales: Save rep time

Real AI tool use cases for sales teams that help with: save rep time.

33 use cases

• Microsoft 365 Copilot (Outlook): Summarize a long customer email thread before a call · Microsoft 365 Copilot (Outlook)
• Microsoft 365 Copilot (Outlook): Draft a customer follow-up email from a short prompt · Microsoft 365 Copilot (Outlook)
• Microsoft 365 Copilot (Teams): Recap a customer meeting with action items · Microsoft 365 Copilot (Teams)
• Microsoft 365 Copilot (Sales agent): Bring Dynamics 365 or Salesforce CRM data into Outlook and Teams · Microsoft 365 Copilot (Sales agent)
• Microsoft 365 Copilot (Sales agent): Capture insights and action items from Teams sales calls · Microsoft 365 Copilot (Sales agent)
• Microsoft Dynamics 365 Sales (Copilot): Summarize an opportunity, lead, or account in one prompt · Microsoft Dynamics 365 Sales (Copilot)
• Microsoft Dynamics 365 Sales (Copilot): Find product and sales content in SharePoint from the CRM · Microsoft Dynamics 365 Sales (Copilot)
• Salesforce Agentforce Sales: Log calls, emails, and meetings to Salesforce automatically · Salesforce Agentforce Sales
• HubSpot Agent Hub: Approve CRM updates and follow-up drafts after every meeting · HubSpot Agent Hub
• HubSpot Breeze Assistant: Summarize CRM records before a call · HubSpot Breeze Assistant
• Salesloft: Turn call outcomes into CRM updates and seller actions · Salesloft
• Outreach: Auto-generate meeting summaries and follow-ups · Outreach
• Claude: Turn call transcripts into follow-ups and CRM fields · Claude
• Claude Cowork: Schedule recurring sales research to run unattended · Claude Cowork
• Gemini (Gmail): Summarize a long customer email thread · Gemini (Gmail)
• Gemini (Gmail): Propose meeting times from your calendar · Gemini (Gmail)
• Gemini (Gmail): Draft or refine a customer email · Gemini (Gmail)
• Gemini (Google Workspace): Get meeting notes and action items in your inbox · Gemini (Google Workspace)
• Gemini (Google Workspace): Automate moving email attachments into sales trackers · Gemini (Google Workspace)
• ZoomInfo Copilot: Research, draft, and sequence in one workspace · ZoomInfo Copilot
• Regie.ai: Delegate sourcing, ranking, call prep, and follow-ups · Regie.ai
• Avoma: Automate notes, follow-ups, and CRM entry · Avoma
• Fireflies.ai: Transcribe and summarize every sales call · Fireflies.ai
• Fireflies.ai: Capture in-person customer meetings on mobile · Fireflies.ai
• Veeva Vault CRM: Write free-text call reports with real-time compliance checks · Veeva Vault CRM
• ZoomMate: Schedule daily briefings and meeting prep summaries · ZoomMate
• ZoomMate: Send follow-ups and decks from meeting context · ZoomMate
• ZoomMate: Use custom meeting note formats · ZoomMate
• LinkedIn Sales Navigator: Add leads to the CRM without manual entry · LinkedIn Sales Navigator
• Pipedrive: Get deal summaries and recent changes in one place · Pipedrive
• Salesforce: post-call notes · Salesforce
• Salesforce: rep copilot · Salesforce
• Salesforce: seller copilot · Salesforce