AI sales assistants, also referred to as AI virtual sales assistants, are tools that assist sales representatives by automating tasks and processes via embedded artificial intelligence. These tasks can include lead qualification and follow-up, pipeline management, forecasting, meeting scheduling, and data entry. The best AI sales assistants are most commonly leveraged by sales and marketing teams to automate routine tasks and free up time to handle more complex and involved responsibilities. These products will often work alongside other programs or integrate with an existing CRM software, but many are also standalone products.
AI sales assistants can have broad overlap with conversational marketing software, sales analytics software, and sales intelligence software. However, AI sales assistants as a whole are differentiated from other tools because of their task automation capabilities, artificial intelligence, and focus on sales teams.
To qualify for inclusion in the AI Sales Assistants category, a product must:
Support sales teams by automating basic tasks or providing predictive insights
Utilize embedded artificial intelligence as a main feature