Agentic AI is the next frontier in sales technology, but the landscape is overwhelming and evolving quickly. Every vendor claims their AI is “autonomous,” “intelligent,” or “agentic,” making it nearly impossible for sales leaders to separate the hype from reality. The terminology is confusing, the stakes are high, and no clear framework exists to evaluate these tools.
Yet, this isn’t just another fleeting tech trend. Gartner® predicts that by 2028:
Sales leaders who fail to understand and evaluate this technology risk being left behind.
An AI agent is not just AI-enhanced automation, or AI embedded in a SaaS application. Unlike rule-based chatbots or traditional AI copilots, true AI agents perceive, decide, and act autonomously to achieve a business goal. These agents don’t just suggest—they execute complex tasks and are capable of doing so proactively.
An AI chatbot or copilot is like a tour guide who answers your questions but only follows a set script—capable of responding within predefined boundaries but unable to take meaningful action beyond what it was programmed for. If you ask for restaurant recommendations, the chatbot will list options, but you still have to narrow down the list and book the reservation via manual effort or additional prompting.
An AI agent, on the other hand, is like a personal concierge who not only proactively suggests restaurants when you book your trip but also checks availability, books a table, and ensures your preferences are met—acting independently to achieve a goal.
While chatbots react to user input with static responses, AI agents perceive their environment, make decisions, and execute complex tasks without needing constant human direction.
Gartner® outlines a strategic, 6-step approach to identifying opportunities where AI agents can be used to enhance and reshape business processes, while minimizing risks and maximizing business impact. Here’s our understanding of how to evaluate AI agents effectively:
Before selecting an AI agent, ask: What specific outcomes do we want to achieve? Is it faster deal velocity? Improved sales efficiency? Enhanced buyer experience? Your sales AI strategy should map directly to revenue impact.
Identify key sales touchpoints where AI agents could make a tangible difference. For example, if technical validation is a bottleneck, an AI Sales Engineer might be the right fit.
Pinpoint inefficiencies or friction points in your sales process that an AI agent could resolve. Look at where human involvement is expensive, slow, or inconsistent.
Evaluate vendors based on their agent’s autonomy, intelligence, and adaptability. Ask:
AI adoption requires more than just technology—it demands change management. Sales teams must trust and understand AI agents, so training and gradual rollout are crucial.
Define clear KPIs for AI agents. For Sales agents, some KPIs might be:
Agentic AI is here, and the leaders who master it first will gain a decisive competitive edge.
Gartner, Innovate Business Models Using AI Agents, Daniel Sun, Jorge Lopez, Mordecai .16 January 2025.
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