6 Practical Ways to Use AI for B2B Sales

AI for Sales
Jarod Greene Avatar photo

Nowadays, most customers conduct their research before speaking to a sales rep, and 75% of B2B buyers prefer this approach. With artificial intelligence (AI) in the mix, buyers have even more ways to independently gather information, making sales reps less involved. But sales teams are catching on, too. They use AI to automate tasks, analyze data, and personalize outreach. The result? A shorter, more efficient sales process that benefits both sides.

This article will explore how AI is transforming B2B sales and how reps can work smarter, foster better relationships, and close more deals.

The Current State of B2B Sales

B2B sales have changed significantly. Today’s well-informed buyers expect tailored experiences that address their individual needs. While sales organizations are quickly evolving to meet these demands, reps still struggle with lengthy sales cycles, complex buying committees, and pressure to meet targets. 

To combat these challenges, many sales organizations are leveraging AI to boost productivity and prioritize customer experience. Surprisingly, more than 70% of buyers are willing to switch vendors if their “must haves” aren’t met during their buying journey or if the experience falls short. Buyers want the flexibility to engage on their terms, not yours, making adaptability and responsiveness a must.

How AI is Transforming B2B Sales: How Sales Leaders Are Leveraging It to Drive Success

AI is shaking up B2B sales in a big way. It’s automating repetitive tasks and insights that help sales teams work smarter. By taking over data entry, lead scoring, and initial customer outreach, AI algorithms allow sales reps to consult more and focus on relationships.

While AI brings significant benefits, it’s also important to recognize that many employees worry about job security and what their roles will look like in the future. Despite this unknown, 67% of AI decision-makers say their organization plans to increase investment in generative AI in the coming year. Companies are scrambling to implement AI fast enough to stay ahead of the competition, which adds a new layer of complexity to an already fast-changing sales environment.

Here are 6 ways sales leaders are using AI to augment their B2B sales teams:

1. Increase Revenue Predictability with Accurate Forecasting 

One of AI’s biggest advantages in sales is its ability to improve revenue forecasting. By analyzing past sales trends, market conditions, and customer behaviors, AI can help sales teams predict future revenue more accurately. For example, AI-driven tools can spot patterns in seasonal buying habits, allowing teams to adjust strategies before it’s too late. This helps sales leaders allocate resources, set realistic targets, and avoid surprises.

2. Personalize Customer Engagement

Personalization is paramount for today’s B2B shoppers, and AI makes delivering it much more manageable. It analyzes customer behavior and preferences to help sales teams tailor their interactions. Imagine knowing which content potential clients prefer and which products fit best. With this information, sales reps can send personalized emails or make product recommendations that resonate, keeping potential customers engaged and moving them closer to a purchase.

3. Make Data-Driven Decisions

Companies with strong customer predictive analytics are 1.5 times more likely to grow fast and can drive increases in earnings upwards of 15–25%. With AI, sales teams make more intelligent decisions by analyzing volumes of data that will suggest where to engage, what to offer, and how to communicate. For example, AI can identify which email campaigns generate the highest engagement or which sales tactics result in the highest conversion rates. By leveraging these insights, sales teams can concentrate on activities with the most significant impact, such as targeting the right prospects or choosing the best time to reach out. 

4. Boost Sales Performance with Enhanced Lead Scoring and Prioritization

Lead scoring and prioritization have become much more helpful with AI. AI can rank leads based on their conversion likelihood by evaluating historical data like engagement and demographics. This means sales representatives can spend less time chasing low-quality leads and more time on those with the highest potential, ultimately boosting sales performance. Focusing on the right leads at the right time makes a big difference in hitting sales targets.

5. Reduce Time Spent on Manual Tasks Through Automation

Automation is a game-changer for sales teams, taking repetitive tasks like data entry, scheduling, and follow-ups off their plates. For instance, AI-powered tools like chatbots can handle initial customer questions, gather information, and even set up meetings. This frees up sales reps to focus on building relationships.

6. Generate Compelling Sales Content

It’s impossible for humans to produce the content necessary to address the current need for personalization. Forrester expects that at least 10% of Fortune 500 companies will invest in AI-generated content creation. By digging into customer data, AI helps you determine which types of content different segments are most interested in and points out any gaps in your current strategy. For example, AI might reveal that a particular group of customers is looking for information on a topic you haven’t covered yet, giving you a clear direction on what content to create next.

What are the Risks of Implementing AI Into Your B2B Strategy?

AI can be a game-changer in B2B sales, but it’s important to remember that it comes with its own risks. If you let AI handle too much, you risk losing the human touch crucial for building strong customer relationships. After all, sales is about connecting by understanding a client’s unique needs, listening to their concerns, and building trust. Over-relying on AI could make interactions feel robotic or impersonal, driving customers away instead of drawing them in.

Conversely, doing nothing and avoiding AI altogether can be just as risky. The market is moving fast, and B2B businesses that don’t adapt may be left behind. AI offers tools to augment your sales team’s skills. Ignoring these advancements means missing out on opportunities to streamline workflows and stay competitive. The solution is to find a balance: use AI to strengthen your capabilities, not replace valuable human interaction elements.

Can AI Replace Sales Reps?

There’s a lot of buzz about AI potentially replacing sales reps, but let’s be honest—AI can’t fully replace the human connection. It can handle repetitive tasks like data entry, lead generation and scoring, and even initial customer outreach, freeing up reps to focus on what they do best: building relationships and closing deals. But that doesn’t mean sales reps can get comfortable. They must evolve, too.

As AI takes over these tedious tasks, sales reps have to sharpen their skills in areas where humans excel, like empathy, negotiation, and complex problem-solving. The role of a sales rep is shifting from just pushing products to becoming trusted advisors who offer tailored solutions. By enhancing their skills and focusing on areas where they can add the most value, sales reps can work alongside AI, not against it, ensuring they remain an essential part of the B2B sales process.

Tips for Building an AI B2B Sales Strategy

To make AI work in sales, seamless integration into existing processes is essential. Start by choosing the right tools. For example, AI-powered CRM systems can help track customer interactions and predict future sales opportunities. At the same time, chatbots can handle initial inquiries and free up your sales reps to focus on more meaningful conversations.

However, it’s important that these tools work together and not in silos. You don’t want a chatbot gathering information only for the sales rep to ask for the same details when they finally speak to the prospect—this happens all the time and can frustrate the customer service experience. Integration means your CRM, chatbots, and other AI tools should communicate and share data. This way, you get a complete view of each customer, allowing you to personalize your approach and boost your chances of closing deals. Think of AI as an extension of your team, handling the backend lifting so your sales reps can connect with people. 

The Future of B2B Sales With AI

AI is here to stay, and while it offers many advantages, it also comes with challenges. While AI can automate many tasks and provide valuable insights, it often lacks the empathy and personal touch that human sales reps bring to the table. 

Studies indicate that consumers tend to hang up faster on AI telesellers because they feel less empathy toward them compared to human sellers. However, this isn’t the whole story. The impact of AI on customer interactions can vary depending on how much people attribute human-like qualities to AI. Some consumers, particularly those who perceive AI as more human, may engage more positively with AI systems. This highlights AI’s nuanced role in sales, enhancing some interactions while potentially falling short in others, especially those requiring a human connection. 

Nevertheless, AI will continue to shape the business world. It is projected that global GDP could be up to 14% higher in 2030 due to AI’s rapid development, contributing an estimated $15.7 trillion to the economy, based on market trends. In the short term, much of this economic growth will stem from increased productivity, as AI automates routine tasks and enables employees to concentrate on higher-value activities.

For B2B sales, AI will enhance operational efficiency, improve revenue forecasting, and amplify customer engagement. However, companies must recognize that human connection remains critical. The future of AI in sales will revolve around striking the right balance between automation and human interaction, ensuring that AI complements rather than replaces the human aspects of the sales process.


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Jarod Greene Avatar photo September 19, 2024