Introduction
If you are an early entrant looking for better AI in Sales or
a first-timer exploring AI Sales Solutions,
you are in the right place.
AI tools are growing every day, making AI solutions rather confusing for humans outside the tech space.
But as more businesses adopt AI solutions, those that don’t, will lose out.
They will lose out on customers and revenue.
Simply because AI tools have a unique trait of (machine) learning on the job, making them more effective with time.
Early adopters of AI will always have a lasting advantage.
Without further ado, this guide will help you get started on your AI journey.
- We begin by answering some burning questions Sales folks have around AI
- Moving on to Lyzr’s AI Agent solutions currently in use by Sales Teams
Burning Questions of Sales Leaders
Frequently Asked Questions are usually placed right at the very end but we want to begin with answering some burning questions around AI in Sales.
Sales Teams
1. How can AI help my sales team become more efficient and productive?
AI automates, personalizes, and speeds up workflows for humans in sales.
It frees up a lot of time for you to work your magic on closing deals.
Salespeople who don’t use AI spend very little time actually selling.
Hard Stat: Just 20-30% time is spent with clients on solutions.
70-80% time goes towards admin and processes which can be automated.
2. How does AI enhance a team’s performance without replacing key sales roles? How are Team structures evolving with AI?
The best professionals won’t compete with AI. They’ll learn to work with it.
Every team should have AI working alongside Humans.
The Catch: Reskilling and Upskilling
AI isn’t about replacing jobs; it’s about augmenting human capabilities
As AI becomes a fixture, roles are getting more specialized. You’ll have people who focus on technical AI implementation and others who manage the human side.
This shift is also driving cross-functional teams, where departments that once worked in silos are now collaborating on how to integrate and use AI more effectively.
Gartner research explains the Worker-AI coexistence with traditional AI and what we are likely to experience with Agentic AI:
Until now, AI models such as large language models (LLMs) have performed tasks including generating text and summarizing documents, but they haven’t been able to take action by themselves on their own “initiative.” Instead, they’ve acted on our prompts.
But Agentic AI is changing that. With the ability to act autonomously, involving minimal human supervision, adapt to our context and execute goals in complex environments. This will dramatically increase AI’s potential.
But Humans in Sales will not be automated (axed) away by AI if they keep up.
Sales Tools
1. How do I choose the right AI tools that align with my sales strategy?
The AI tools you choose depend on the level of sophistication you seek in solutions.
If you need AI solutions for low-level processes, the tools will use simple AI, like chatbots and meeting / call notetakers that reduce human effort, cost and increase efficiency.
If you need agile AI solutions to align with your sales strategy, you need advanced AI tools to analyze opportunities and customer needs for more sales efficacy.
Finally if you are looking for the highest level of sophistication in AI solutions to match your sales processes and strategy, you need customized, cutting-edge AI technologies that will support your sales strategy at various points.
2. What AI tools should my sales team be using for maximum impact?
As you can see from this Sales AI Landscape there is no dearth of options when it comes to tools. It all comes down to selecting what will work best for your sales process and team. Whichever tool you choose, make sure it reinforces how you want to sell and it fits into your sales workflows.
Several sales AI tools are specifically built for every stage of the sales process—from lead generation to closing—making each stage efficient, scalable, and data-driven.
Here is a list of some noteworthy AI Sales tools
Prospecting & Lead Enrichment
- Clay – AI-powered prospect list builder with deep filters
- Apollo – Contact enrichment tool for hyper-accurate details
- RB2B – Tracks website visitors & their buying intent
- ZoomInfo – Advanced B2B database for lead intelligence
Outreach & Engagement
- Lyzr – Automates outreach with hyper-personalized messaging
- Lavender – AI-driven email optimization to improve response rates
- Lemlist – AI-driven LinkedIn outreach & follow-ups
- Outreach – Sales engagement automation at scale
AI-Powered Calls, Meetings & Sales Intelligence
- Orum – AI-powered dialer for faster prospecting calls
- Aircall – Cloud-based phone system with AI analytics
- Fireflies – AI note-taking & transcription for sales calls
- Chorus – Conversation intelligence for call analysis
Revenue Acceleration & Deal Closing
- Clari – AI-driven revenue forecasting & pipeline management
- Seamless – AI-powered real-time contact discovery
- Clearbit – Data intelligence for revenue growth
- Gong – AI-driven sales coaching & deal tracking
Combine these tools to create an AI-led sales solution you can test.
For instance, try this stack of tools to automate the process of building a prospect list right up to setting up a campaign.
Clay – build your lead list with intelligent filters
Apollo.io – enrich your filtered lead list with accurate contact details
RB2B – track your website and product visitors
Lyzr AI – upload the list to the AI SDR and set up your campaign
3. How do AI-driven tools integrate with existing platforms like CRM systems?
CRM integration is the seamless connectivity between your Customer Relationship Management (CRM) software and third-party applications, allowing data to flow effortlessly between systems. This integration expands the functionality of your CRM software, automates actions, and eliminates the need to switch between systems, ultimately creating a single source of truth for customer data and improving efficiency, data accuracy, and customer experiences.
Sales Strategy
1. How does AI assist in creating winning sales strategies across channels?
Sales teams operate across multiple channels and each channel demands a unique approach to AI-powered selling. Here are some AI-driven strategies for win-win outcomes across channels.
Strategy#1 : When Email Outreach is Personalized & Data-Driven
- Uses AI-driven email generators (Lyzr AI SDR, Lavender) to craft hyper-personalized emails
- Automates A/B testing for optimized subject lines & body copy
- Leverages predictive analytics to send emails at the best times
Strategy#2 : When LinkedIn & Social Selling builds trust and not a pitch
- Automate connection requests with AI-driven LinkedIn outreach (Polo)
- Use social listening tools to track engagement triggers
- Share AI-generated insights & thought leadership content to build credibility
Strategy#3 : When SEO & Inbound Capture High-Intent Leads
- Use AI-driven keyword research to optimize sales content
- Deploy AI-powered chatbots to qualify inbound leads 24/7
- Track buyer behavior to automate lead nurturing sequences
Strategy#4 : When Ads & Paid Media are AI-Optimized for Targeting
- Use AI-powered audience segmentation to refine targeting.
- Automate real-time ad optimization for higher engagement.
- Leverage predictive analytics to increase ROI on ad spend.
Strategy#5 : When Cold Calling is enhanced with AI Dialing & Coaching
- Use AI-powered dialers (like Orum) for faster prospecting.
- Deploy AI coaching tools (Gong, Chorus) to analyze & improve pitches.
- Automate post-call summaries for better follow-ups.
Agentic AI Solutions by Lyzr
If you are looking for an efficient AI solution to automate tasks traditionally handled by Humans in Sales, consider the following –
- Individual Agents acting as copilots assisting humans with specific sales tasks
- Multi-Agent workflows with multiple, independent, interacting agents, working towards a common sales goal
Agentic AI can now be a coworker, a valuable member of your team.
A basic instance of how this works for Outbound Sales –
1. Agentic AI helps qualify your leads for Outbound Sales with automated online research of each lead on your list.
2. Based on the leads you decide to pursue, Agentic AI can compose hyper-personalized emails at scale for outreach and follow-up for each lead.
3. Any questions / conversations with potential customers related to the company are also handled by Agentic AI till a meeting is scheduled for the customer to speak with a salesperson and take the conversation forward.
Agentic AI helps automate your outbound sales process right from qualifying leads to outreach to follow-up conversations, keeping customers engaged till they are ready to connect with a salesperson who can then move strategically to close the deal.
You can evaluate where Agentic AI’s impact would be most beneficial to your Sales team and start there.
Our Solutions team will understand your requirements and propose an Agentic Workflow to automate the process.
The go-live time for a customized Agentic Workflow is around 12 weeks.
Most agents are 80% pre-built, leaving only 20% to be modified as per individual client needs.
With Lyzr you have the option of setting up an Agent Hub for your Sales team. This hub serves as a comprehensive AI-powered ecosystem housing AI Agents performing various sales functions related to market research, data analytics, prospecting, email writing, coaching and dialing.
The Sales team can choose between Copilot Agents and a Fully Autonomous AI SDR to speedily execute and assist in their tasks.
Individual Copilot Agents
These AI Agents have specific roles for which they can be deployed in the workflow.
Market Research & Analytics Agents
- AI Sales Data Analyzer – Extracts sales trends and performance insights from sales data.
- AI Competitor Research – Tracks competitor strategies to inform sales tactics.
Prospecting & Lead Generation Agents
- AI ICP Generator – Defines and refines Ideal Customer Profile (ICP) using data analysis.
- AI List Builder – Automates targeted lead list creation.
- AI Prospect Research – Gathers insights on prospects and decision-makers.
- AI Buying Signal Research – Detects real-time intent signals online for high-converting leads.
Sales Email Agents
- AI Cold Email Generator – Crafts personalized outreach emails.
- AI Reply Email Generator – Generates intelligent follow-up responses.
Sales Coaching Agents
- AI Customer Roleplay Coach – Simulates sales conversations for skill improvement.
- AI Negotiation Coach – Provides real-time guidance on deal-closing tactics.
Sales Call & Analytics Agents
- AI Dialer – Automates outbound calling with pre-set scripts and CRM integration.
- AI Call Recording Analyzer – Reviews and analyzes calls for sales insights and coaching.
1. Prospect List Builder Agent
What it does?
A prospect list is an important input for every sales campaign. The Prospect List Builder Agent automates this process of identifying high-quality prospects/leads who are more likely to become valuable customers. It collates important details – company name, industry, contact information, job titles, and intent data – all of which aim to facilitate targeted outreach and increase conversion rates.
How it works?
Why is it better?
Prospecting done 100% manually is often dreaded due to the challenge of finding and connecting with the right potential buyers. When automated, the process is optimized with higher probability of identifying the right leads faster and with greater accuracy.
2. Buying Signal Research Agent
What it does?
The Buying Signal Research Agent orchestrates all the steps involved in identifying, configuring and monitoring buying signals for Sales Teams. It automates a crucial process for sales professionals to optimize efforts and focus on prospects with genuine purchase intent. When attempted manually, the outcomes fall short or fail considerably.
How it works?
Why is it better?
Deploying Lyzr’s Buyer Signal Research Agent makes real-time monitoring of buying Intent Detection on key accounts a lot easier and helps Sales Teams seize opportunities at the right time.
3. Cold Email Generator Agent
What it does?
A Cold Email Generator Agent creates personalized cold emails for sales outreach with small inputs about the leads/recipients and generating structured emails with relevant messaging.
How it works?
Why is it better?
It creates large volumes of personalized cold emails at scale in short spans with consistent messaging. This helps improve response rates and also provides for testing and optimization with different email variations to see what resonates best with your target audience.
4. Call Recording Analysis Agent
What it does?
Analyzes call data to derive actionable insights like sentiment, intent, salesperson performance, and other relevant data points, allowing Sales teams to evaluate and improve their interactions without manually listening to every call. Lyzr’s AI Agent can be integrated with the CRM system and provide text transcripts, automated analysis, customizable insights, performance evaluation, reporting and data visualization.
How it works?
Why is it better?
An automated call review process is definitely a lot faster, efficient and cost-effective alternative. Additionally it provides more value-adds like sentiment analysis, intent detection and data visualizations that manual efforts may not be able to provide.
5. AI ICP Generator Agent
What it does?
An Ideal Customer Profile (ICP) or buyer persona is a blueprint for growth. The Lyzr ICP Generator Agent automates the process of identifying your ICP based on several data points – product/service description, audience segment, audience pain points, past customer details, external data – to help you zero in on ideal buyers who will get the most value from your offerings.
How it works?
Why is it better?
Traditional methods of creating ICPs often involve manual research. A manual process will utilize fewer data sources, take longer to process them and will be more biased and less accurate when compared to Lyzr’s ICP Generator Agent which automates the entire process saving you time, resources and providing drastically better results.
6. Reply Email Generator Agent
What it does?
The Reply Email Generator Agent helps draft follow-up responses to leads based on each email’s tone. It is crucial to keep the momentum going with timely and persuasive, hyper-personalized emails that are auto-generated and can respond at scale.
How it works?
Why is it better?
The Reply Email Generator Agent helps sales folks avoid email backlogs and generates responses more effectively, without sacrificing the personal touch, making every message count.
https://planable.io/email-response-generator/
7. AI Phone Dialer Agent
What it does?
- Automated prospect outreach & meeting scheduling
- Customer communications & updates
- Streamlined customer support
How it works?
Why is it better?
An AI Phone Dialer Agent maximizes the daily call capacity by automating outbound calling. It skips unanswered calls, answering machines and filters spam to connect with real prospects faster. On connecting with leads it can schedule meetings with sales reps for more detail-oriented and technical sales discussions.
The titles of the workflows and Agents will need to be updated as per the Agent Hub for consistency.
Multi-Agent Workflows
A fully autonomous AI SDR role is performed by a multi-agent workflow, custom-built to complete tasks independently, with a human-in-the-loop making the important decisions.
To explain how these agentic workflows work, we are showcasing three common use cases for Sales.
1. Sales Development Workflow Automation
Workflow Description
This is Lyzr’s AI SDR Framework for automating sales development using AI Agents.
Here’s a step-by-step breakdown of how the workflow is executed autonomously with humans in the loop at integral points:
- The AI Research Agent gathers stakeholder information from multiple sources like Lusha, LinkedIn, Crunchbase, Glassdoor, Press Releases, and ZoomInfo. It identifies and maps stakeholders per account.
- Unmapped stakeholders are sent for human review and manual mapping. Successfully mapped stakeholders in accounts move forward to the AI Outreach Agent.
- The AI Outreach Agent conducts outreach via Email and LinkedIn, It also generates personalized output for outreach.
- If the prospect does not engage, the lead is sent to the AI Personalization Agent for re-engagement and if the prospect engages, it moves to the AI Call Agent.
- The AI Call Agent conducts calls and logs call transcripts into CRM Systems (e.g., Salesforce, HubSpot).
- The AI Scheduling Agent:
- Manages scheduling for qualified prospects.
- Books meetings via external tools like Calendly, Avoma, and HubSpot.
- If the Prospect is Demo-Ready, a demo booking is scheduled, if not, the lead is sent to the AI Follow-up Agent for further nurturing.
- The AI CRM Agent receives these prospects and stores their engagement data in Salesforce and HubSpot ERP systems.
- If the engagement Increases, the lead is marked as Hot and sent to the AI Closing Agent to handle Closed Deals and Sales Documentation.
- Leads with no visible increase engagement are sent to the AI Multichannel Sequencing Agent for further multi-channel outreach.
2. Outbound Sales and Outreach Workflow Automation
Workflow Description
Lyzr’s Outbound Sales & Outreach workflow integrates CRM applications like HubSpot and messaging platforms like WhatsApp with AI Agents to streamline the sales and engagement process.
Here’s a step-by-step breakdown of the workflow:
- Leads in HubSpot and originating from external sources, which for this client were Embassies, Trade Federations and Exhibitions are sent to the AI Lead Scoring Agent
- The AI Lead Scoring Agent scores and qualifies the leads and sends them to the AI SDR Agent. It also sends the Lead Engagement scores to the AI-Follow-up & Engagement Agent
- The AI SDR Agent uses multi-language templates and CRM data to engage with leads. It then passes on the lead response data to the AI Follow-up & Engagement Agent
- The AI Follow-up & Engagement Agent:
- Further engages leads, prioritizing those with higher interest
- Prioritized leads are sent to the AI Dialer Agent
- Interested leads are sent to the AI WhatsApp Agent to initiate chats
- The AI Dialer Agent calls prioritized leads. Qualified leads are sent to the AI Scheduling & Quote Agent. Other leads are assessed to determine if they require deeper sales or technical discussions. If yes the process moves to a Sales Handoff. If not, then interactions are logged in the CRM and analyzed by the AI Insights Agent
- The AI Scheduling & Quote Agent receives qualified leads from the AI Dialer Agent and the AI WhatsApp Agent. It processes the leads and books SDR meetings, updates the CRM with lead data and generates price quotes.
- The AI Insights Agent analyzes the lead transcripts and insights logged in the CRM to provide:
- Real-time Performance Dashboard
- AI-Driven Outreach Recommendations
- Customer Re-order Predictions
3. Inbound Sales and Outreach Workflow Automation
Workflow Description
Lyzr’s Inbound Sales workflow is designed to automate sales outreach, improve lead nurturing and boost conversion rates.
Workflow Breakdown:
- Lead Capture & Enrichment
- Leads originate from the website when a visitor books a demo on the web form.
- The web form collects key data such as use case, industry, company size, budget, and integration needs.
- The lead data (name, email, company, interest) is sent to Clay for automated enrichment. Clay pulls data from external sources like LinkedIn, Clearbit, and BuiltWith to enrich the leads. Clay checks existing records in HubSpot to avoid duplication before sending across the enriched lead data.
- Lead Scoring & Categorization
- Leads trigger the creation of Contract Records and Deals in HubSpot.
- Deals score and categorize the leads based on value (Individual, Growth and Enterprise)
- AI Content Engagement & Meeting Scheduling
- Qualified Individual and Growth leads receive AI-driven content recommendations like blog posts on the Website/Medium and tutorial videos on YouTube by the AI Content Recommender Agent to get to know the product offerings and solutions.
- For high-value Enterprise leads, using lead details from HubSpot, a meeting invite is scheduled on the Account Executive’s (AE) calendar.
- Meeting invites contain informative context to improve discussion quality.
- AI-Powered Meeting Notes & Follow-ups
- Meetings are transcribed using AI-powered notetakers like Granola, Fireflies, or Otter.ai.
- Meeting notes are sent to Notion for Customer Account tracking and then logged and linked in HubSpot
- Proposal Generation & Sales Automation
- Based on the meeting notes, the AI Visual Workflow Generator Agent collaborates with Clay to create workflow diagrams in Excalidraw and the AI Proposal Generator Agent creates a proposal copy.
- The proposal including the suggested workflow design is finalized and formatted using Gamma before being sent to the customer.
- CRM Updates & Insights Analysis
- All interactions, engagements, and proposals are logged in HubSpot.
- The data is analyzed to improve future AI-driven outreach strategies and sales performance tracking.
How to Get Started with Agentic AI
- Form a Cross-Functional Team
With functional and technical expertise in your organization.
- Identify AI Business Use Cases
Start with time-intensive, error-prone, repetitive high-volume tasks with low complexity and large data set analyses. The use cases should be low-risk, easy to test, and manage.
- Audit & Assess the Current Process
Identify a list of applications/systems/databases which need integrating in the automation. You also need to assess potential data security and privacy risks associated with the systems in-cloud or on-premise.
- Evaluate Agentic AI Vendor
Confirm the AI solution’s data security, privacy, and ethical considerations. Understand the implementation roadmap and support criteria.
- Roll out Internal Pilot Program
Focus on setting up agentic workflows for some use cases and roll out to a test group to identify areas of risk and opportunity.
- Monitor Agentic Workflows
Track the progress of the AI solution (time to execution, quality and scale of output) and adjust for larger rollout.
- Update Policies & Procedures
Incorporate guidelines for ethical AI use, data security, and privacy. Outline detailed procedures for AI integration.
Develop and document criteria for new use case selection and implementation.
