AI in Sales: Where to Start
Kelly Crandall, Fractional Sales Leader at Sales Xceleration, shares the fundamental ways AI can support and enhance sales operations — plus a curated list of AI tools to kickstart your team’s AI sales transformation.
In this session, Kelly Crandall, Fractional Sales Leader at Sales Xceleration®, breaks down where to start with AI in sales — no technical background required.
Drawing on Sales Xceleration’s own Sales Agility Assessment data, where the large majority of SMBs rate themselves Poor at leveraging automation and AI sales tools, Kelly walks through the top four ways AI can support a sales team — building, automating, creating, and connecting — and shares practical, real-world tools for call recording and notetaking, personalization at scale, lead generation, and AI sales assistants. She closes with a simple framework for getting started: pick one tool, apply an action-priming-prompting approach, and build toward a company AI policy over time.
This session is built for business owners and sales leaders who know AI matters but aren’t sure where to begin — and want practical, low-lift ways to put it to work in their sales process.
Key takeaways:
- Find Quick Wins: Use call recording, notetaking, and personalization tools that free up rep time and sharpen every prospect interaction.
- Scale What Works: Put lead generation and AI sales assistants to work automating outreach, data entry, and follow-up.
- Get a Head Start: Walk away with a curated list of AI tools to test today, from everyday notetakers to fully custom AI sales assistants.
About the Speaker
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AI in Sales: Where to Start
Kelly Crandall, Fractional Sales Leader at Sales Xceleration, shares the fundamental ways AI can support and enhance sales operations — plus a curated list of AI tools to kickstart your team’s AI sales transformation.