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How Gladly Scaled AI-First Sales Without Scaling Headcount - Case Study
Case Study Customer Experience AI

How Gladly leverages Ava to navigate AI transformation, empower sellers with expert knowledge, and scale go-to-market motions without linearly scaling headcount

Christian Eberle
What we did →
4 hours
Saved per deal on sales handoff documentation
$1-1.5K
Immediate cost savings per deal
8 hours
Of training and Ava was field-ready

Navigating AI Transformation at Gladly

"Automation in a vacuum just accelerates mediocrity. Any AI tool needs to understand our brand, our narrative, our strategies, our product differentiation. Context is key."
Christian Eberle Head of AI Strategy and Solutions

The Challenge

Gladly was undergoing a massive strategic shift. After building a successful omnichannel customer support platform over 10 years, they made a bold decision: to offer their AI layer as a standalone product, separate from their core platform. This opened enormous growth opportunities—but also created new go-to-market challenges.

The company needed to scale sales motions across new verticals and segments without linearly scaling their Solutions Engineering team. Their new SMB sales team needed to move quickly—closing 10-20 deals per week—but didn't have dedicated SE support. If sellers had complex product questions, their instinct was to disqualify the deal rather than spend time researching.

We need to scale go-to-market motions without linearly scaling the SE team. The opportunity is: how do we empower sellers to be more independent?
Christian Eberle
Head of AI Strategy and Solutions, Gladly

The Solution

Gladly deployed Ava as an AI teammate who could provide SE-level expertise without requiring an SE on every deal. The key insight was that Ava's value came not just from her capabilities, but from her ability to be trained with rich context—about products, brand narrative, and messaging—in a natural, conversational way.

Christian and his revenue leadership team spent about 8 hours doing a "brain dump"—uploading documentation, explaining why it mattered, and shaping how Ava should apply that knowledge to real sales situations. This wasn't just throwing PDFs at an AI; it was strategic knowledge transfer, similar to onboarding a new team member.

What helped us accelerate and drive value faster was the ability to just sit down for a couple of hours and brain dump. We shaped it into how it actually applies to products, gave product architecture context. Out of maybe 8 hours of my time, Ava was good enough to answer an RFP.
Christian Eberle
Head of AI Strategy and Solutions, Gladly

The Impact

By deploying Ava strategically, Gladly achieved measurable efficiency gains while empowering their sales team to operate more independently in a rapidly evolving AI market.

We want to equip our SMB team with AI tools to keep them focused on what matters most — having conversations with prospects and sharing the best of what Gladly can do. Ava helps them prep, target the right personas, validate missing data, and it saves those sellers hours per week.
Christian Eberle
Head of AI Strategy and Solutions, Gladly

Automated Sales Handoff

Ava generates comprehensive sales handoff documentation automatically, saving the Professional Services team approximately 4 hours of manual work per closed deal—translating to $1,000–$1,500 in labor savings per deal.

  • Teams no longer manually comb through account notes and recordings
  • Consistent, high-quality handoff documentation for every deal
  • Faster time to value for new customers

Seller Independence

Ava exposes SE-level expertise to SMB sellers without requiring an SE on every deal. Sellers get help with product information, responding to RFIs, and preparing for forecasting calls—keeping them focused on what matters most: having conversations with prospects and sharing the best of what Gladly can do.

  • Saves sellers hours per week on prep and research
  • Helps validate missing data and target the right personas
  • Sellers can complete RFPs and answer technical questions independently

Leadership Deal Prep

Christian uses Ava to prepare for deal strategy meetings by quickly surfacing who they're talking to, what was said on the last call, and what the value map looks like—without having to manually review recordings or dig through multiple systems.

  • Accelerators surface key deal context automatically
  • Quick access to engagement history and stakeholder information
  • Leaders can prepare for strategy sessions in minutes, not hours

Why Ava?

Christian Eberle on what makes Ava different from other AI tools

"Customer-centric, brand-centric AI only works when you give it the right context. You can pull in real-time data and set milestones, but being able to inform it with brand context, teach it, query it, and evolve with it over time is really valuable. I've not seen other tools that really lean into that as much."
Christian Eberle
Christian Eberle
Head of AI Strategy and Solutions, Gladly

Lessons from the Journey

Christian's experience deploying Ava revealed important insights about AI adoption in sales organizations undergoing transformation:

Flexibility and Humility Drive Adoption

The sellers who adopt AI fastest aren't defined by age—they're defined by their willingness to learn and try new approaches. They wake up every day wanting to learn something new.

Context is Everything

AI tools that take a point in time and let you build context are useful. But Ava's ability to be trained with pre-existing context—brand narrative, product architecture, messaging—makes it uniquely powerful.

Choosing the Right AI Matters

"It's not AI for AI's sake. If AI is adding time and complexity to my process, that is the opposite of what I'm trying to solve for. The sweet spot is getting to a really fast, educated contextual outcome without adding time—ideally shaving time off my day-to-day."

What's Next

Gladly plans to expand Ava to their mid-market team, where SEs are being leaned on too heavily. The goal is to continue scaling go-to-market motions without linearly scaling headcount—while maintaining the consultative, strategic approach that defines their sales process.

As Christian puts it: "This is a moment to be bold. Lean into the ambiguity. Test things out. Find those partners who will hop on a call and walk you through it. Position AI as helping your teams run faster and earn back time for the more impactful work they want to be doing anyway."

Scale Your Sales Motion Without Scaling Headcount

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