Sales Execution Sales Methodology Sales Strategy

Using Artificial Intelligence to Boost Sales: A Complete Guide

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Clari Staff


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Artificial Intelligence for Sales
Artificial Intelligence for Sales

In 2022, ChatGPT changed everything.

The world was flipped upside down seemingly overnight when the artificial intelligence software was launched.

Soon after, the AI revolution began.

Artificial intelligence is more than science fiction at this point. It’s making its way into every facet of life, including business.

If you’re looking to reach new heights with your business, then it’s time you start considering artificial intelligence for sales.

In this guide, you’ll learn how artificial intelligence is used in sales, why it’s important to start now, and the tools you can use to improve and automate your sales process. 

Table of Contents: 

How is artificial intelligence used for sales?

Artificial intelligence is used in sales to simplify, optimize, and automate sales processes.


Business owners and sales leaders leverage AI software with machine learning to process large amounts of data. 

This data is then integrated into other software or built into the software itself to offer insight into improving the sales cycle in a “done with you” model—or to automate it firsthand in a “done for you” model or a combination of the two.

How is artificial intelligence used for sales?.png

AI can be used in sales in a variety of ways, including:

  • Improved forecasting
  • Conversation intelligence
  • Streamline sales engagement
  • Improve pipeline management
  • Robust data enrichment and analysis
  • Automate and optimize sales enablement

While these are the core functions of AI in sales right now, they’re just the beginning. As the AI revolution continues, new technologies will emerge quickly. 

Staying current on the latest AI sales tools is important to stay ahead of the competition.

What are the benefits of using AI for sales?

Sales managers use artificial intelligence to get an edge in the market, optimize workflows, and achieve impressive results. 

But what exactly are the benefits of integrating AI (artificial intelligence) into your sales processes?

Using AI with your sales strategy can bring benefits in ways that weren’t possible before, like:

Improve your efficiency 

AI can help you by streamlining processes. It automates repetitive tasks like data collection, data entry, and lead qualification. 

Eliminate time-consuming tasks 

Sales isn’t just about hopping on calls. There are dozens of administrative and repetitive tasks you’re constantly repeating, like data analysis and report generation. AI can help you by offloading some of these tasks and doing the heavy lifting so you can focus on closing more deals.

Forecast your sales

Artificial intelligence can give you insights into:

  • Market trends
  • Customer behavior
  • Sales performance

Rather than relying on manual systems to forecast sales, you can use AI tools to do it automatically.

Get advanced sales insights 

Since AI algorithms analyze data to find patterns and correlations, they can give you insights into customer preferences, buying behaviors, and potential sales opportunities.

Increase job satisfaction 

AI is great at automating tasks, improving work efficiency, and improving work-life balance. This means your team will be less stressed and will have a simpler work environment.

As technology advances, using AI in sales processes is no longer a tactic to get ahead but rather a necessity to keep up with the competition.

6 Ways to use artificial intelligence to boost sales

6 Ways to use artificial intelligence to boost sales.

AI is advancing quickly.

And your competition is already starting to use it.

What does this mean for you?

You need to implement it into your company to maintain your competitive advantage in the market.

But figuring out how to use it to boost your sales can be challenging. There are several misconceptions about AI in sales and whether or not it can be applied well in the business world.

The reality is that artificial intelligence can be used in almost every aspect of your sales process.

1. Data enrichment and analysis

One of AI's most powerful ways to boost sales is by improving your data. It does this by analyzing data in a fraction of the time it would normally take you.

Artificial intelligence can gather information from different sources, clean it up, and refine it to provide your team with more comprehensive and accurate data.

You can gain a deeper understanding of customer behavior, preferences, and purchasing patterns with the help of AI tools that extract insights. 

From segmentation to predictive modeling, AI makes it possible to analyze and change data, allowing you to adjust your approach for a better impact.

2. Conversation intelligence

AI can quickly provide accurate data from customer interactions.

Different artificial intelligence tools can analyze and interpret customer conversations across platforms like email, chat, or voice calls to understand customer needs and sentiments. 

This is essential for addressing every different customer. It allows you to tailor your approach, improve communication strategies, and more effectively meet customer needs.

Artificial intelligence can even provide real-time guidance during these interactions, helping improve your conversation skills and close deals with a higher success rate.

One of the top conversation intelligence tools is Clari Copilot. With it, you get access to a robust suite of intelligence tools to help you optimize your sales process, close more deals, and support your sales team.

Get started with a demo of Clari Copilot now.

3. Automate and optimize sales enablement

AI can automate and optimize sales enablement, assisting teams in becoming more efficient and effective. Rather than doing routine tasks, you can focus on more complex activities to increase productivity and performance.

But AI isn't just for automating tasks. It can transform your whole sales process. Artificial intelligence can provide personalized content and training for your sales teams based on their needs. 

This ensures that teams get relevant and effective training.

4. Improve pipeline management

Artificial intelligence can analyze huge amounts of sales data.

It uses past and present data, allowing it to spot important patterns and trends that human eyes might otherwise miss.

AI tools can handle these large data sets far more quickly and effectively than humans, which is a huge benefit in today's business environment.

Artificial intelligence can provide valuable information about customer behaviors from the past and present. Understanding past trends and current data allows you to make more accurate predictions about the next sales trends. 

Using algorithms to score leads based on factors like engagement level, purchase history, and demographic information, you can focus your efforts on the leads most likely to convert.

5. Improved forecasting

With the help of AI, you can sift through enormous datasets, find recurring patterns and trends that occur seasonally, and forecast sales with high accuracy.

Not only are AI insights informative, but they also play a key part in creating a sales strategy. You can use this data to base judgments on knowledge rather than speculation.

Instead of responding to changes in the market, you can look ahead and modify tactics and resources in line with expected demands by using AI to predict patterns.

6. Streamline sales engagement

Using artificial intelligence in your sales strategy, you’ll be able to automate repetitive interactions, freeing up your time to concentrate on more complex jobs.

AI can also personalize communications to match the behaviors of particular customers, ensuring that each engagement is specific to the requirements of each consumer.

This means you can gain insights for your sales team about the customers’:

  • Preferences
  • Purchasing habits
  • Past interactions with your company

This lets you engage with customers in a more meaningful and effective way.

See Why Clari's Product, Roadmap, and Vision Got Perfect Scores

Best practices for using artificial intelligence in sales

To get the most out of using AI in your sales strategy, you need to ensure you’re following some best practices:

Set goals

You need to start by defining clear, measurable objectives. 

What do you want AI to achieve for your sales team? This could be anything like:

  • Increasing lead generation
  • Automating repetitive tasks
  • Improving customer engagement

Having specific goals will guide your AI implementation and help determine its success.

Ensure accurate data

AI is only as good as the data it's trained on. 

Clean, accurate data is critical for AI tools to provide reliable insights and predictions. Regularly review and clean your data to ensure it's up-to-date and reliable.

Spend time on team training

AI tools are powerful, but they require human input to be effective. 

Invest time training your team on AI tools to ensure they can get the most out of artificial intelligence tools.

Pick the right artificial intelligence tools

Hundreds of AI tools are available, each with its own strengths and weaknesses. 

So, choosing powerful tools that align with your goals and suit your team’s skills and workflows is important.

Set realistic expectations

While AI can significantly enhance sales operations, it's not a magic solution that will solve all problems overnight. 

Be realistic about what AI can and can’t do, and remain patient as you integrate it into your sales strategy.

Artificial intelligence tools for sales

If you want to leverage AI for sales, then you need to use the right software. Here are some of the top AI tools for sales:


Clari Opportunities dashboard.

Clari is a revenue intelligence platform fueled by AI. In 2021, it was named in the Forbes AI 50 List of Most Promising Artificial Intelligence Companies.

Clari integrates with existing CRM systems, offering features like:

  • Pipeline management
  • Statistical analysis
  • Predictive analytics
  • Sales forecasting
  • Collaboration tools
  • Performance metrics
  • Conversation intelligence

With Clari, you can automate tasks, gain sales insights, and improve efficiency.

Get started with a Clari demo today.

HubSpot Sales Hub

HubSpot Sales Hub Deals dashboard.

HubSpot’s AI sales tools empower users with seamless automation and valuable insights. 

These tools streamline workflows, improve data analysis, and enable quick drafting of inquiry responses, ensuring efficiency.


RocketDocs dashboard.

RocketDocs offers streamlined response management with features like:

  • Role-based collaboration
  • Custom workflows
  • Content categorization
  • Secure generative AI

These tools improve efficiency, accuracy, and overall success in handling requests for proposals (RFPs) and other documents.


Drift software dashboard.

Drift provides sales teams with real-time insights and generative AI.

They enhance engagement, kickstart conversations, boost prospecting, and accelerate sales speed while humanizing interactions.

Hippo Video

Hippo Video dashboard.

Hippo Video enables you to personalize outreach and boost engagement.

The software comes equipped with:

  • Video workflows
  • Pre-built templates
  • Interactive elements

Hippo helps you create relevant videos at scale, enhancing prospect connections and tracking real intent.

Will sales AI replace sales teams?

Will sales AI replace sales teams?

Questions about the future of AI in sales are becoming more common.

  • Will it replace sales teams anytime soon?
  • What does sales AI look like in 2024?
  • How fast is AI developing and learning?

Firstly, it's important to understand that AI is a tool designed to improve human skills, not replace them altogether.

Artificial intelligence can automate tasks, analyze data, and offer predictive insights, but it cannot replicate the human touch that is essential in sales relationships.

So, while AI is transforming the way sales teams work, it is unlikely that they will replace them soon.

Looking at the rest of 2024, we can expect AI to become even more integrated into sales processes.

We're likely going to see AI tools capable of providing:

  • More in-depth outputs
  • improved personalization
  • Better efficiency

However, the essential elements of negotiation, relationship building, and empathy will require a unique human touch to make the sale.

As for the pace of AI's development and learning, it's rapid and continuously evolving. AI is getting smarter, faster, and more efficient each day.

But it's important to remember that AI's learning depends on the data it's fed.

So, data quality, accuracy, and relevance are crucial in shaping how quickly and effectively AI learns and improves.

While AI is indeed revolutionizing sales, it's not here to replace you. Instead, it's here to strengthen you and provide the tools and insights you need to work smarter, not harder.

How Clari can kickstart your revenue strategy

Using AI in your sales strategy is no longer an option but a necessity.

AI can give your team the edge to get ahead by improving data, predicting trends, and streamlining processes.

With Clari, the AI revenue platform that helps you grow your business, you'll get:

  • Actionable insights 
  • Accurate forecasting
  • Real-time sales call insights

Don't let your business get left behind in the AI revolution. Kickstart your revenue strategy with Clari today.

Ready to transform your sales process?

Get a Demo of Clari for a firsthand experience of how AI can boost your sales performance.