This session explained how Salesloft’s revenue team uses AI across the entire selling cycle to simplify daily work and help sellers focus on meaningful customer conversations. Everything operates on one connected loop: Signal, Research, Action, Review, Improve.
In this session we covered:
- Research Agents prepare sellers with account and contact insights in seconds.
- Buyer Identification Agents uncover missing stakeholders and expand deal coverage.
- Meeting Prep Agents generate agendas and capture next steps automatically.
- Deal Health and Forecast tools highlight risks and predict deal outcomes with greater accuracy.
- Gemini notebooks analyze Salesloft call transcripts to uncover coaching moments, identify trends, and track questions from prospects.
- Gemini POVs connect our story to each prospect’s business context early in the cycle.
- A live walk through from a Salesloft AE on how he is leveraging AI throughout his sales processes.
Access this Saleslove On Tour session deck below and fill out the workbook prompts for added learning! 💚
What can you implement today?
- Use Research and Buyer ID Agent on top 20 accounts to create a systematic prospecting plan for the next three months
- Use Buyer ID Agent to multithread deals and connect with the right decision makers sooner
- Apply Meeting Prep to send a same-day recap with clear next steps after every call
- Review your top Rhythm signals daily and follow up within 24 hours
- Use Deal Health summaries to guide weekly pipeline and 1:1 coaching sessions
- Compare your team’s commit with the AI Forecast to spot variances and investigate risk
- Feed Salesloft call transcripts into custom Gemini notebooks to identify trends and coaching opportunities
- Summarise recent wins or losses in a Gemini notebook to find repeatable success patterns
Prompts:
What new use cases did I learn?
Do we have clear targets around AI in our revenue stack? Have these been communicated to the team?
What changes have we made to become an “AI-ready” organisation?
