How to use AI in sales?
Direct answer
In sales, AI boosts prospecting, lead qualification, scripts, follow-up and forecasting. Plug ChatGPT or Claude into your CRM, use Perplexity to research accounts and automate pipeline with agents like Claude Cowork.
How we think about it
- Automated prospecting and qualification
- Personalized follow-up at scale
- Forecasts from historical data
- Adaptive scripts per response
Related questions
Which tools are indispensable?
ChatGPT or Claude for writing and analysis, Perplexity for research with sources, and at least one automation tool (Zapier, n8n or OpenClaw).
How long to see results?
Between 7 and 21 days practicing at least 30 minutes per day on real cases.
Can I do this without a technical team?
Yes. Most workflows don't require coding.