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AI-Assisted Sales Automation Solutions

Buyers Guide and Market Trends

The pressure for organizations to get sales automation right has never been higher. Externally, organizations face a saturated sales automation AI marketplace and rising customer expectations. Internally, competing stakeholder opinions often stall progress and increase the risk of poor investments in sales automation tools. Use this buyers guide to cut through the noise of both sets of pressures and focus on solutions that help your sales team spend more time selling to the right people.

Prospective customers now expect personalized engagement across every channel 鈥 yet too often receive generic, templated outreach. To meet these rising expectations and avoid losing promising leads, organizations need to leverage AI-assisted tools to connect with warm leads where they are and when they are most receptive.

1. Don鈥檛 get lost in the sea of AI-assisted sales automation solution options.

The sales automation landscape is complex and saturated with tools that promise quick wins and flashy features. But without considering how these solutions fit into existing workflows, organizations risk adding complexity instead of value. To get the most out of your AI-assisted sales automation solution, pinpoint the stage of the selling funnel that needs attention, align your team there, and let real use cases guide your decisions.

2. Stay agile in an evolving AI marketplace.

The sales automation market is shifting fast. Vendors are consolidating, and unique features are quickly becoming standard. Before investing in new tools, take stock of your existing stack 鈥 you may already have what you need. If gaps remain, opt for short-term contracts to stay flexible as the market continues to evolve.

3. Evaluate solution maturity to ensure the right fit.

Not all AI-assisted platforms are created equal. Some lean heavily on automation, while others keep humans firmly in the loop. Assess each solution against your organization鈥檚 risk tolerance, need for personalization, and efficiency goals. The best fit is the one that balances automation with oversight in a way that builds trust and delivers value.

Use this step-by-step guide to make the right decisions on sales automation.

This buyers guide helps you cut through the noise of a crowded sales automation AI marketplace by grouping vendors into four distinct categories based on the sales funnel. Learn from real-world case studies and explore the strengths and weaknesses of ten leading vendors through practical SWOT analyses. Then, accelerate selection with our Rapid Application Selection Framework to ensure you choose the right solution with confidence.

Use our two-phase approach, along with practical tools such as a requirements workbook and demo script, to:

  • Define the sales automation AI marketplace, explore important trends, and understand which AI tools are a good fit for your organization.
  • Select an AI-assisted sales tool by building the business case, streamlining requirements elicitation, and constructing a requirements list and demo script.

AI-Assisted Sales Automation Solutions 91制片厂 & Tools

1. AI-Assisted Sales Automation Solutions 鈥 This guide breaks down the AI-assisted sales automation market into clear categories to help organizations navigate overlapping tools and focus on those that align with real sales challenges and use cases.

This step-by-step guide offers a structured approach to help you reduce manual effort, improve sales efficiency, and make smarter, data-driven decisions with AI.

  • Gain a better understanding of the AI-assisted sales automation solution vendor landscape.
  • Map solutions to real business use cases.
  • Apply our unique framework to pinpoint where in your sales funnel automation is most needed.

2. Requirements Workbook 鈥 A structured, editable tool to help you clearly communicate your needs to AI-assisted sales automation solution vendors.

Use the Requirements Workbook to support vendor engagement and ensure alignment with your organization鈥檚 sales strategy, technical infrastructure, and team workflows.

  • Define what your organization needs based on real use cases, not just features.
  • Streamline vendor conversations by establishing clear expectations.
  • Improve evaluation consistency with an editable template.

3. Demo Script 鈥 A template designed to help decision makers provide vendors with a consistent set of instructions, ensuring an objective comparison of AI-assisted sales automation solutions.

Leverage the Demo Script to provide structure and guidance to:

  • Ensure vendors demonstrate the capabilities that matter most to your organization.
  • Keep demos focused, comparable, and relevant for easy evaluation.
  • Assess vendor solutions based on how well they meet real-world needs.
AI-Assisted Sales Automation Solutions preview picture

About Info-Tech

91制片厂 is the world鈥檚 fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

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Guided Implementation 1: Contextualize the AI-Assisted Sales Automation Landscape
  • Call 1: Discover what AI tools are right for your organization. Understand what AI-assisted sales automation software is and discover the 鈥渁rt of the possible.鈥
  • Call 2: Identify right-sized vendors and build the business case to select an AI off-the-shelf SaaS provider.

Guided Implementation 2: Select an AI-Assisted Sales Tool
  • Call 1: Define your key requirements.
  • Call 2: 91制片厂 procurement items, such as a requirements workbook and demo script.
  • Call 3: Evaluate vendors and perform final due diligence.

Author

Jenn Aswald

Contributors

  • Austin Wagar, Senior 91制片厂 Analyst, 91制片厂
  • Thomas Randall, 91制片厂 Lead, 91制片厂
  • Jess Jenkinson, Sales Enablement Project & Operations Lead, 91制片厂
  • Terra Higginson, Principal 91制片厂 Director, 91制片厂
  • Shashi Bellamkonda, Principal 91制片厂 Director, 91制片厂
  • Ben Dickie, Advisory Practice Lead, Info-Tech research Group
  • Benjamin Fletcher, Director, GTM Engineer, 91制片厂
  • Seth Martin, Head of Growth at Nalpeiron
  • 6sense (Anonymous Contributor)
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