Using CRM Tools to Save Time in Sales

AI in Sales—Augment, Don’t Replace! 🚀 AI won’t replace salespeople. But salespeople who use AI strategically will outperform those who don’t. I’ve been in sales since Girl Scout cookies were 50 cents a box, and I’ve seen the game change. But nothing has been more transformative than AI. According to LinkedIn for Sales Connect monthly newsletter, AI can reclaim 29% of a rep’s time by automating admin tasks, data collection, and customer insights. The key? Using AI to amplify human strengths, not replace them. Yet, there’s a challenge: 60% of sales teams report being overwhelmed by the sheer volume of administrative work.AI can help offload up to 10 hours of non-selling tasks per week, effectively doubling selling time from 10 to 20 hours. That’s the kind of efficiency shift that drives real revenue. Here’s how to strategically automate without losing the personal touch: ✅ AI-Powered CRM: Let AI handle lead scoring, email follow-ups, and data entry so reps can focus on relationship-building. ✅ Smart Workflows: Use AI tools to automate routine tasks, freeing up time for strategic selling. ✅ AI as a Guide: Train your team to use AI-generated insights as a tool, not a crutch. Judgment and creativity still win deals! 📌 Actionable Step: Identify 3 repetitive tasks in your sales process (CRM updates, lead research, follow-ups) and integrate AI-powered automation. Measure the time saved and reallocate it to higher-value selling activities. AI isn’t the future of sales—it’s happening NOW. How is your team leveraging it? Let’s talk in the comments! #AIinSales #SalesLeadership   #WomenInSales #EnterpriseSales #1MillionWomenby2030 

Gong just announced 14 AI Agents for revenue teams. I just shared 3 of my favorites with 500+ revenue leaders at the Emblaze Revenue Summit in Denver: 1. Our customers expect everyone in our org to have full context of their needs, account history, and issues they’ve been facing. Being honest, how many of us can claim that our team provides that experience? Now there's an AI Agent that solves that problem. Introducing: AI Briefer. It uses structured templates to standardize and streamline how account, deal, and contact knowledge is shared. It reads through hundreds of emails and call transcripts associated with the account when an SDR hands it over to an AE or once the deal closes and moves over to a CSM. It saves your team a huge amount of time that would have gone into researching the account and briefing each other. Most importantly, it instantly elevates the customer experience. If you’re an executive jumping in to save a deal, you can ask Gong to instantly brief you on everything you need to know, without asking your team to scramble. Think about the implications of doing this at scale, for every deal. 2. Remember when sellers left themselves deal reminders on post-it notes? Get back to John, send Shelly the proposal? 25 years ago that evolved into reps posting those same notes into their CRM. A little bit easier, for sure. But isn’t it time we evolve and free our sellers to do deeper, more meaningful work, while AI takes care of the drudgery? Now there’s an AI Agent that does that. Introducing Gong’s AI Tasker. It suggests AI-generated to-dos so your team can focus on high-impact activities and next best actions. It guides sellers through every step in the sales cycle from pipeline generation to closed-won and beyond. For example, post-meeting, it creates a to-do item to send a follow-up email to a prospect. But it doesn't stop with a nudge. It also generates the email for you. So, with the prospect engaged in a snap, our seller can focus on other opportunities and new pipeline. 3. Training, onboarding, and coaching reps has always been hugely time-consuming. Whether you ride along with them, test them on call scripts, or let them burn through live leads until they get their act together. Then came the LMS systems and manual call reviews. More recently, we created AI-powered call scoring to allow sales manager to focus on coaching instead of manually scoring calls. But soon, all this will be replaced by Gong’s AI Trainer. Gong’s AI Trainer Agent creates realistic role-play scenarios that help reps master conversation techniques for training and coaching. Instead of burning through live leads, sellers now get a personalized AI coach, who’s been trained on your team’s customer conversations, and can simulate buyer objections, buying processes, and different buyer personas, all tailored to your team's needs. How’s that for a revolution in how your leaders spend their time and how quickly your sellers become experts?

How I saved +14 hours a week using AI. (the sales efficiency playbook I wish I had years ago) Here’s the truth: You need a really good AI sales assistant / notetaker. But most AI meeting summaries are 50% fluff. They tell you what you already know and miss what you actually need. So instead of saving time, you still end up copy-pasting notes, searching for deal context, and scrambling before calls. Not helpful one bit! That was me.. …until I rebuilt my workflow using Sybill. (especially their new summaries + briefs features). Here’s the 5-step playbook I now follow: 1. Build your own summaries. Drag + drop sections, add custom AI prompts, hide the noise. No more generic “transcript dumps.” 2. Match the meeting. Demo ≠ Discovery ≠ Proposal. Let your briefs auto-adjust so prep always fits the call type. 3. Prep in minutes, not hours. Pull prospect research, past calls, CRM notes, and calendar context into one brief. You walk in fully prepped after a 2-minute skim. 4. Highlight what matters most. Want risks at the top? Competitor mentions? Action items? Make the critical info impossible to miss. 5. Close the loop fast. Turn summaries into instant follow-ups and clean CRM updates. No more hopping between ChatGPT, email, and CRM to get deals moving. The result? 14 hours a week back. Less scrambling. More selling. Make your AI tools give you YOUR time back!!

3 Salesforce automations tech companies should implement today (If they want to scale without the busywork): Manual tasks are killing your growth. If you’re still assigning leads, chasing follow-ups, or leaving renewals to chance - you’re moving too slow. Here’s how to fix it: 1) Automate lead assignment When a new lead comes in, speed matters. Don’t waste time manually routing leads to your team. Set up automation to assign leads instantly based on: • Territory • Deal size • Product interest Your reps should know exactly who owns the lead - the moment it enters the system. 2) Automate follow-up tasks Manual task creation is a silent time killer. Your CRM should automatically trigger follow-up tasks when: • A new lead is assigned • A deal moves stages • A prospect replies No more guessing. No more forgetting. Just clear next steps, every time. 3) Automate renewal reminders Retention is revenue. Your CRM should automatically flag upcoming renewals to your team, so nothing slips through the cracks. Better yet: • Trigger upsell tasks based on customer activity • Automate renewal workflows to keep deals moving Retention revenue is the fastest win for scaling tech companies. Your CRM should make it automatic. The more you automate, the more time your team spends on what matters: closing deals and keeping customers. Don’t let manual tasks slow you down. P.S: Subscribe to my newsletter — I share proven ways to turn your CRM into a growth engine. Sign up here: https://lnkd.in/gBukTtJN

Want a real case study on how Ramp hit $100M ARR in 24 months leveraging AI? Had to share this amazing review from 👨🍳 Elric Legloire here: https://lnkd.in/gpQvsBWy of one of the latest Revenue Leadership Podcasts hosted by Kyle Norton, CRO of Owner.com and his guest Nathan Follen Leads Biz Ops system at Ramp. Scaled sales from 130 to 400+ reps in 2.5 years. They are the fastest-growing SaaS out there. Their secret sauce? AI-powered go-to-market strategies. They shared how Ramp uses AI to scale their go-to-market efforts. They use a few AI tools such as Rox and Actively AI, but really dug into how Momentum.io helps, such as: 1. AI-Driven Deal Risk Alerts: Saving Deals Before They’re Lost Sales leaders always want to catch at-risk deals before they slip away. However, manually tracking buyer engagement signals across calls, emails, and meetings in a fast-paced environment isn’t scalable. Ramp solved this problem with Momentum’s AI-powered risk alerts. “We really want to catch those deals before we lose them. So now, if a buyer is disengaged—camera off, vague objections, noncommittal language—Momentum automatically pings the manager in Slack to step in before it’s too late.” 2. AI-Powered CRM Auto-Fill: Eliminating Repetitive Data Entry Manually updating CRM records is one of the biggest drains on sales productivity. Ramp wanted a way to automate this grunt work without sacrificing data quality. Enter Momentum’s AI-driven auto-fill. “We got a larger volume of high-quality data by letting AI fill in the fields by default. Instead of asking reps to manually accept every update, we let AI handle it. Reps can edit if needed, but the default is filled.” 3. AI-Generated Sales Handoff Summaries: Seamless Transitions from Sales to CS Once a deal closes, the handoff to Customer Success is critical. But vital deal context is often lost in translation between sales and post-sales teams. Ramp uses Momentum’s AI-generated sales handoff summaries to ensure no detail is missed. “CSMs get an instant summary of champions, deal history, objections, and product commitments. No need to chase down the AE for context—it’s all there in Slack and Salesforce.” 4. Slack Deal Rooms: Real-Time Collaboration on High-Value Deals Keeping sales, RevOps, and leadership aligned on key deals can be a logistical nightmare. Email chains, spreadsheets, and fragmented updates slow everything down. To solve this, Ramp uses Momentum’s Slack deal rooms. “Instead of endless back-and-forth emails, Momentum creates a Slack channel for every major deal. AEs, SDRs, CSMs, and managers all have instant access to the same information.” I put the Podcast and blog l*nk in the comments if you wanna deep dive more, REALLY good listen and worth the time!