Account-based marketing (aka ABM) has always been about precision: right account, right message, right moment. 

But today, “right” isn’t good enough unless it’s also real-time, scalable, and smart. 

That’s where AI flips the game.

AI-powered ABM doesn’t just automate tasks. 

It helps sales and marketing teams zero in on high-value accounts, surface buying signals, personalize at scale, and adapt outreach based on live behavior, all without overburdening your team.

In this guide, I’ll break down exactly how to use AI in ABM to drive better engagement, more pipeline, and tighter sales-marketing alignment. 

From intent-driven targeting to full-funnel orchestration, this isn’t theory - it’s real-world execution. 

Let’s get into it!

How is AI being used in account-based marketing in 2025?

In 2025, AI has become the engine behind the most effective plays in ABM.

Namely, AI is helping GTM teams move from static lists and one-size-fits-all messaging to dynamic, data-driven account engagement. 

It’s not just about who to target, but when, how, and why. 

AI systems are analyzing intent signals, website behavior, CRM data, and social engagement to help teams spot opportunities earlier and tailor their moves in real time.

Instead of relying on gut feel or manual research, companies are now using AI to prioritize accounts, predict deal potential, personalize outreach at scale, and align marketing and sales around shared signals.

And while the tech might sound complex, the impact is simple: faster workflows, sharper focus, and better results.

Next, let’s look at why this shift matters, and the real benefits AI brings to modern ABM.

What are the benefits of using AI for ABM?

AI supercharges what ABM was always meant to do: engage the right accounts with the right message at exactly the right time.

But it does more than just enhance ABM. It also fixes the parts that often fall flat in traditional ABM strategies.

Here’s how:

1. Smarter account targeting

AI analyzes thousands of data points, such as firmographics, technographics, buyer intent, engagement signals, etc., to help you zero in on the accounts that are actually in-market. 

As a result, instead of static ICP lists, you get a dynamic view of who’s ready to buy, and when to engage.

2. Personalization at scale

Creating custom messaging for every account used to take hours, or you were doomed to generic “Hey {first name}” attempts at genuine personalization. 

With AI, you can auto-generate relevant, persona-specific emails, social content, and talking points based on account data and live signals without sacrificing quality or human tone.

3. Real-time prioritization

AI continuously monitors account behavior (email opens, site visits, social actions, CRM activity) to surface the warmest, most engaged accounts. 

This way, your team knows exactly who to focus on, meaning there’s no more chasing cold leads or missing active buyers.

4. Tighter sales and marketing alignment

AI breaks down silos by giving both teams a shared source of truth. 

Everyone works off the same signals, knows where an account stands, and can coordinate actions accordingly - from outbound messaging to deal support.

5. Increased efficiency and shorter sales cycles

AI eliminates manual busywork and accelerates everything from list building to campaign sequencing. 

As a result, reps spend more time on high-leverage actions, allowing deals to move through the funnel faster with fewer blockers.

Top 8 ways you can use AI for account-based marketing

Exploring the benefits of integrating AI into ABM strategies showed us clearly that the synergy between these two can revolutionize how businesses engage with high-value accounts. 

And now, it’s time to delve into eight practical applications of AI in ABM, ranging from more precise account prioritization to hyper-personalized outreach sequences and beyond.

1. Dynamic ICP discovery

At the heart of every successful ABM strategy lies a clear, accurate Ideal Customer Profile. 

Your ICP defines who you’re targeting, that is, companies with the right size, industry, tech stack, buying behavior, and pain points. 

It’s what keeps your marketing focused and ensures your sales team isn’t wasting cycles chasing poor-fit accounts.

But here’s the problem: most ICPs are built once and then left to collect dust. 

They’re based on surface-level firmographics and assumptions, not real-time buying behavior. 

And in fast-moving B2B markets, that’s not just inefficient - it’s costly.

This is where AI steps in.

AI doesn’t just help you define a more accurate ICP. It continuously refines it. 

By ingesting and analyzing large volumes of data across multiple dimensions (firmographics, technographics, historical conversion data, product usage, site behavior, job changes, etc.), AI can uncover the deeper traits that actually correlate with pipeline velocity and deal closure.

So, instead of targeting “SaaS companies with 50–200 employees,” AI might discover that your best accounts are VC-backed SaaS teams using Snowflake that recently hired a new head of ops and visited your pricing page twice in the last week. 

That’s the difference between a generic ICP and a dynamic, revenue-ready one.

This is exactly where platforms like Warmly shine. 

Its AI-powered ICP engine goes beyond the basics to uncover what truly makes your best customers convert, then finds more accounts just like them. 

It combines live person-level intent signals with enriched firmographic and CRM data to build a living, breathing ICP that updates in real time, helping you pinpoint who’s worth prioritizing right now.

For ABM teams, that means sharper targeting, better personalization, and far less wasted effort on accounts that were never a fit to begin with. 

It’s the foundation that makes every downstream ABM play, such as ads, outreach, and nurture, way more effective.

2. Accurate account prioritization

In ABM, timing is everything. 

You could have the perfect account that fits your ICP and the perfect message, and still get ignored simply because the buyer isn’t ready. 

That’s why intent data has become one of the most valuable tools in modern account-based marketing.

Intent signals help answer a critical question: who’s actively in the market right now?

Instead of relying on manual research or waiting for someone to fill out a form, AI can detect buying intent by tracking a wide range of behavioral signals across digital touchpoints. 

These include:

1. First-party signals like website visits, content downloads, and product usage.
2. Second-party signals, such as job changes or social engagement.
3. Third-party signals like keyword searches and competitor research across the web.

AI’s role here is to bring all that data together, processing thousands of micro-interactions in real-time, and turning it into actionable insight. 

It identifies patterns, scores engagement, and highlights when a specific account (or even an individual) shows signs of buying readiness. 

The result? You easily prioritize the right accounts and reach out when it matters, and not when it’s too early or too late.

Warmly, for example, monitors all these signals at the person level. 

Its platform tracks activity from across channels and enrichment sources (e.g., web behavior, job shifts, ad interactions, LinkedIn engagement, and more), then maps that activity back to individuals and accounts in your total addressable market.

And it’s not just about collecting signals. It’s about making them usable. 

Warmly’s system syncs high-intent leads directly into your CRM, automatically updates segments, and even notifies your team in real-time (via tools like Slack) when an account is heating up. 

That means your reps can take action immediately and with the right context in hand.

For ABM teams, this is a massive unlock. 

Instead of generic nurture tracks or cold outreach, you’re delivering targeted, relevant engagement precisely when buyers are most receptive. 

That’s how deals get accelerated and competitors get left behind.

3. Hyper-personalized content creation

Personalization is at the core of effective ABM. 

When you’re targeting high-value accounts, generic content simply doesn’t cut it. 

Decision-makers expect messaging and experiences that speak directly to their challenges, industry context, and role-specific goals.

AI makes this level of personalization possible at scale, and not just in one-off emails or ads, but across your entire content strategy.

With AI, marketers can generate personalized content for blogs, landing pages, product pages, and case studies based on account-level data and behavioral insights. 

For example, AI can dynamically tailor web copy based on a visitor’s company size or industry. 

A tech prospect from a mid-market SaaS company might see different use cases, testimonials, and CTAs than a healthcare enterprise executive, even though they’re on the same page.

Warmly’s DemandGen agent, for instance, makes sure to show personalized content or special offers to each account, based on their intent level, buyer journey stage, previous social engagement, web research intent, and more.

Blog posts and thought leadership can also be adapted with AI. 

Instead of creating one generic article, teams can spin up multiple tailored versions for different verticals or buyer personas in seconds, each optimized for the priorities and language of the target audience.

Most importantly, AI doesn’t just help with creation - it helps with relevance. 

By analyzing engagement data, AI can continuously test, optimize, and iterate content variations to understand what resonates best with each account.

The result? Content that feels specific, intentional, and valuable because it actually is. 

And in ABM, that’s what builds credibility, nurtures trust, and opens doors with the accounts that matter most.

4. Predictive account targeting

One of the most powerful applications of AI in ABM is its ability to predict which accounts are most likely to convert before they raise their hand.

Unlike intent monitoring, which reacts to observable behaviors (like website visits or ad clicks), predictive prioritization uses machine learning to forecast future actions.

It analyzes historical data, such as closed-won deals, deal speed, and buyer stage, and identifies patterns across firmographics, engagement levels, buying committee structures, and campaign touchpoints.

As a result, it allows ABM teams to get ahead of the curve. 

For example, if AI sees that high-converting accounts from your past share common traits, such as using a specific tech stack, having a head of RevOps, and engaging across multiple channels in a short time frame, it can flag similar accounts in your pipeline even before those behaviors fully emerge.

Instead of waiting for obvious buying signals, you can focus early outreach, personalized content, or sales development on accounts with a high likelihood to engage, giving you a competitive edge.

Predictive scoring also helps sales and marketing stay aligned. 

Everyone knows which accounts deserve attention now, which need nurturing, and which to deprioritize altogether, based not on gut feel, but on actual data-driven forecasts.

In short: while intent tells you who’s active, predictive AI tells you who’s next.

5. Automated lead-nurturing sequences

In ABM, long sales cycles are the norm, especially when you're targeting complex organizations with multiple stakeholders. 

That’s why effective lead nurturing is critical. 

It’s not just about staying top-of-mind. It’s about moving accounts forward with the right message at the right time, for the right person.

But here’s the catch: manually managing personalized nurture across dozens - or hundreds - of target accounts isn’t scalable. 

AI fixes that.

With AI, ABM teams can create intelligent, multi-channel nurture sequences that adjust automatically based on where an account is in the buyer’s journey. 

Instead of using static drip campaigns, AI sequences evolve in real-time, based on actions like email opens, page views, persona engagement, or even inactivity.

This is where Warmly’s AI SDR agents shine. 

They don’t just automate the follow-up - they orchestrate it. 

After a lead visits your site or downloads a resource, Warmly can initiate a tailored sequence via email or LinkedIn DMs, adapt messaging based on the individual’s role or behavior, and even pause or reroute sequences when someone becomes sales-ready.

For example:

1. If a target persona engages multiple times with mid-funnel content, Warmly’s AI SDR agents can escalate that lead to a human rep and alert the team in Slack.
2. If someone ghosts after early engagement, the AI can re-engage them weeks later with a refreshed message without reps having to lift a finger.

The best part? These nurture flows are always on. 

Your outreach doesn’t stop when a rep is busy or asleep, and your best-fit accounts never fall through the cracks.

With AI handling the heavy lifting, your team can focus on strategic conversations and closing, instead of chasing cold leads or repeating the same follow-up steps manually.

6. AI-powered chat engagement

In any kind of marketing - account-based included - first impressions matter, and they often happen on your website. 

When a target account visits a high-intent page like pricing, features, or a demo request, that moment is your best shot at engaging them while interest is high.

But the traditional approach of waiting for them to fill out a form or hoping a rep is online often falls short. 

That’s where AI-powered chatbots come in.

Today’s AI chat tools can recognize when someone from a high-value account is browsing your site and engage them instantly with personalized, relevant conversation starters. 

Unlike generic chatbots that stop at “How can I help you?”, AI-driven systems use real context, like company, role, behavior, and past activity to tailor the experience in real-time.

For example, if a known account visits your pricing page, the AI chat can reference their industry or use case and offer to connect them with a specialist.

If it’s a repeat visitor, it can skip the intro and ask if they’re ready to book time with sales.

Warmly’s AI SDR agents do this exceptionally well. 

They combine person-level de-anonymization with generative AI to create real-time conversations that match each prospect’s intent. 

These AI chatbots can book meetings directly, answer common questions, or route the visitor to the right rep without human intervention unless it’s needed.

This always-on engagement layer is a game-changer for ABM. 

You’re no longer relying on reps to catch leads in the moment. 

AI ensures that when your dream account lands on your site, someone’s always there to engage them intelligently and instantly.

7. Signal-based advertising

Traditional advertising casts a wide net, and in ABM, you want a laser. 

Every impression, click, and dollar should be aimed squarely at high-value accounts that actually matter.

That’s where AI-driven, signal-based advertising comes in.

Instead of building static ad audiences based on job titles or company size alone, AI allows you to create dynamic segments based on real-time behavior and buying signals. 

This means you’re not just targeting accounts that fit your ICP. Instead, you’re targeting those actively showing signs of intent.

For example:

1. If someone from a target account downloads a case study, AI can immediately move them into a custom ad audience that highlights next-step content (like a demo offer).
2. If an account starts researching competitors or engages with your product pages, AI can trigger personalized ad sequences that address their specific interests or pain points.
3. And if an account goes cold, they can be pulled from your ad audiences automatically, saving budget and preventing wasted impressions.

This level of precision is exactly what ABM teams need, and it’s where Warmly’s Demand Gen agent plays a valuable role. 

It combines real-time signal tracking with audience automation, syncing your warmest accounts into ad platforms like LinkedIn or Google Ads. 

That way, you’re always reaching the right people, at the right time, with the most relevant message.

In a market flooded with generic banners and retargeting overload, signal-based advertising cuts through the noise and connects your brand with real buyers, not just browsers.

8. Intelligent lead routing and notifications

Remember how I mentioned earlier that timing is everything in ABM?

Well, in ABM, timing and context aren’t just important for your prospects - they’re essential for your internal teams, too.

Once a high-value account starts engaging, the question becomes: Who on your team should act on this? And how fast can they do it?

AI-driven lead routing solves both problems. 

Instead of using rigid, rules-based systems, AI evaluates each lead in context, considering their persona, level of intent, stage in the journey, and historical behavior, and automatically routes them to the right rep or team, at the right moment.

For example:

1. If a mid-funnel operations lead from a strategic account visits your ROI calculator, AI can flag this as a hot lead and route it directly to a senior AE.
2. If a new visitor from a target account downloads a gated asset, AI might assign them to a BDR for personalized outreach.
3. If multiple stakeholders from the same company engage in a short window, AI can trigger coordinated follow-up across sales and marketing.

This isn't just about faster responses. It’s about smarter handoffs, better alignment, and less lead leakage.

Tools like Warmly enhance this by combining real-time signal monitoring with intelligent Slack, email, and CRM alerts. 

Reps get notified the moment someone from a key account engages, along with the context they need to respond in a relevant, personalized way.

In practice, this means no more “random acts of outreach” or siloed follow-up. 

AI ensures your team is always in sync with what’s happening on the buyer side, making your ABM motion feel cohesive, responsive, and human.

4 best AI-powered ABM tools on the market

With AI now driving the most effective ABM strategies, the right tech stack can make or break your execution. 

Below are four standout AI-powered ABM tools that help B2B teams identify, prioritize, and engage high-value accounts with precision, each bringing unique capabilities to the table.

1. Warmly - Real-time intent tracking and automated multichannel outreach

Warmly is an AI-powered ABM platform that helps B2B teams uncover, prioritize, and engage high-intent accounts through signal-based intelligence and agentic automation. 

It monitors 1st, 2nd, and 3rd-party buying signals at the person level, enabling marketing and sales to act in real time with personalized, channel-aware outreach. 

With a suite of AI agents, covering sales outreach, demand gen, and marketing, Warmly turns intent into action across your pipeline.

Standout features

• AI SDR agents - These automate email and LinkedIn outreach sequences based on signal strength, persona, and behavior.
• Demand Gen agent - Automatically builds audience segments and syncs them to ad platforms based on buying signals for hyper-targeted advertising.
• Dynamic ICP - Leverages AI to identify accounts matching your ICP based on granular insights that go far beyond firmographics, including behavior, intent, etc.
• Company and person-level de-anonymization - Identifies companies and specific individuals visiting your site and maps them to their roles and accounts.
• Signal-based scoring - Uses 1st, 2nd, and 3rd-party data (e.g., website visits, job changes, social activity, competitor research) to score and segment accounts in real time.
• Slack and CRM integration - Instantly alerts sales teams when key accounts engage, complete with context and suggested next steps.
• Intelligent lead routing - Automatically assigns leads to the right rep based on behavior, funnel stage, and fit.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

2. 6sense - Predictive analytics and intent-based account prioritization

6sense is an AI-powered revenue platform that helps B2B teams uncover in-market accounts, predict buying behavior, and orchestrate multi-channel engagement. 

By combining intent data, predictive analytics, and account intelligence, it enables sales and marketing to focus on the accounts most likely to convert.

Standout features

• Granular intent data - Aggregates behavioral signals to identify buying intent across accounts.
• Predictive lead scoring - Ranks accounts based on likelihood to engage and convert.
• Intelligent workflows - Lets you automate various sales and marketing operations across channels.

Pricing

6sense has a free plan that provides 50 credits/month, Chrome Extension, list builder, sales alerts, and company and people search.

When it comes to its paid options, there are three to choose from:

1. Sales Intelligence + Data Credits + Predictive AI: The most comprehensive package, includes all of 6Sense’s features, such as predictive AI models, scores, and dashboards, sales Copilot, AI recommendations, company and contact insights, alerts, automated workflows, etc.
2. Sales Intelligence + Data Credits: Includes access to some features related to sales (e.g., sales Copilot, AI writer, etc.) and data (limited company and contact insights).
3. Sales Intelligence + Predictive AI: Also includes access to some features related to sales and some regarding predictive AI modules (e.g., predictive scoring and dashboards).

However, 6sense doesn’t disclose actual prices for any of the packages.

You’ll have to contact their team for a custom quote.

3. Demandbase - Comprehensive ABM orchestration and personalization

Demandbase is an end-to-end ABM platform that uses AI to unify account intelligence, personalize experiences, and drive coordinated engagement across sales and marketing. 

It empowers teams to target high-value accounts with precision by combining firmographic data, real-time behavior tracking, and AI-driven orchestration.

Standout features

• Account identification - Uses AI to discover and prioritize target accounts showing buying signals.
• Website personalization - Customizes web experiences based on account attributes and behaviors.
• ABM analytics - Tracks performance metrics to measure the impact of ABM campaigns.

Pricing

Demandbase doesn’t disclose its prices.

You’ll have to contact its sales to get a custom quote based on your business goals and needs.

4. RollWorks - Scalable ABM for growing B2B companies

RollWorks offers a scalable ABM solution for growing B2B teams, using AI to identify target accounts, activate cross-channel campaigns, and measure engagement. 

It’s designed to help marketers focus on accounts with the highest potential, even with limited resources or headcount.

Standout features

• Account targeting - Combines firmographic and intent data to pinpoint ideal accounts.
• Cross-channel engagement - Runs coordinated campaigns across display ads, social media, and email.
• High precision B2B advertising - RollWorks uses machine learning algorithms to optimize budgets, reach, frequency and engagement on the fly.

Pricing

RollWorks has two pricing tiers:

1. Account-Based Advertising: Includes precision targeting across all digital channels, custom audiences, etc.
2. Account-Based Marketing: Includes predictive buying signals, buyer insights, detailed analytics and key metrics tracking, etc.

   

However, RollWorks doesn’t publish prices for any of the packages, so you’ll have to speak to its team directly.

What are some of the challenges of incorporating AI into your ABM strategy?

While AI can dramatically enhance account-based marketing, integrating it into your strategy isn’t always plug-and-play. 

Many teams encounter roadblocks that can delay adoption or undermine ROI if not addressed early. 

Let’s look at some of the most common challenges:

1. Data readiness and quality

AI is only as good as the data it’s fed. 

If your CRM is messy, intent signals are incomplete, or account data is outdated, your AI models may generate inaccurate insights or poor prioritization. 

Ensuring clean, enriched, and unified data across systems is foundational for AI-driven ABM to work.

2. Complexity and integration

AI tools often need to integrate with CRMs, marketing automation platforms, ad systems, and sales workflows. 

Without tight integration, insights get lost in silos or require manual workarounds, defeating the purpose of automation. 

Teams need to assess whether their current sales and marketing tech stack is flexible and open enough to support real-time orchestration.

3. Over-personalization or “uncanny” messaging

AI can personalize content at scale, but if it goes too far or lacks context, it risks coming off as robotic or intrusive. 

Striking the balance between relevance and authenticity is key, especially in high-touch ABM programs where trust and tone matter, so it’s best to combine AI with human editors.

4. Skills and confidence gaps

Not every team is immediately comfortable using AI tools or trusting their output. 

There’s often a learning curve, and without internal champions or proper onboarding, adoption can stall. 

Training, experimentation, and transparency in how AI makes decisions can help build trust.

5. Budget and resource constraints

While many AI-powered ABM tools offer strong ROI, they can be a stretch for smaller teams or early-stage companies. 

It’s important to assess not just the tool’s capabilities, but whether your team has the resources to implement and manage it effectively.

Next steps: Putting AI-powered ABM into motion

AI isn’t just reshaping ABM - it’s redefining what’s possible. 

From real-time intent monitoring to predictive prioritization and fully automated outreach, AI allows GTM teams to move faster, target smarter, and personalize at a level that was unthinkable just a few years ago.

But tools alone don’t create impact. 

The real wins come when strategy, systems, and AI work together, aligning sales and marketing, focusing on the right accounts, and delivering value at every touchpoint.

If you’re ready to scale your ABM strategy with AI that’s built for real-world execution, not just dashboards, Warmly can help. 

Our AI marketing agents don’t just surface signals. They act on them, helping you turn intent into pipeline with speed and precision.

Book a demo and find out how Warmly can power your next phase of ABM.

Read more

• What is Person-Based Marketing & Why It’s Better Than ABM - Discover how person-based marketing takes ABM a step further by engaging real people and not just accounts with precision and personalization.
• Account Based Marketing vs Demand Generation: How Are They Different? [2024] - Explore the key differences between ABM and demand gen, and when to use each to drive smarter growth.
• 10 Best Account-Based Marketing Software (ABM) in 2024 - Find the top ABM platforms of 2024 that help you target, engage, and convert your highest-value accounts with ease.
• How to Develop An Effective Account Based Marketing Funnel - Learn how to build an ABM funnel that aligns sales and marketing, shortens deal cycles, and lands bigger deals.
• 6 Tangible Benefits of Account-Based Marketing (ABM) - Unpack the real, measurable gains of ABM, from higher ROI to tighter alignment and faster closes.
• AI Lead Generation: How to Use AI to Get More Leads in 2024 - Discover how to supercharge your pipeline with AI tools that find, qualify, and engage leads automatically.
• 10 Best AI Tools for Advertising in 2025 [Reviewed] - Get a breakdown of the smartest AI ad tools that help you launch, test, and optimize campaigns without the manual grind.
• AI Lead Scoring: What Is It & How To Do It Right In 2025? - Unlock the secrets to AI-powered lead scoring that helps your team focus on the leads most likely to convert.
• AI for Sales Prospecting: How to Use It? [2025] - Learn how AI is transforming sales prospecting by automating research, surfacing intent, and starting more conversations.
• AI in B2B Marketing: How To Use It? [2025] - Explore how B2B teams are using AI to personalize campaigns, optimize spend, and scale smarter in 2025.

Agentic automation has already become a full-blown shift in how GTM teams operate.

Instead of building rigid workflows or babysitting sequences, teams are now deploying self-directed AI agents that act, not just react. 

These agents don’t wait for triggers. They know the goal (“book more demos,” “revive ghosted leads,” “qualify inbound”) and take the best route to get there, adapting in real time as things change.

For sales, marketing, and revenue teams tired of duct-taping tools together or manually chasing tasks across channels, agentic automation delivers a smarter, more autonomous way to scale.

In this article, I’ll break down exactly what agentic automation is, how it works, real-world use cases across the GTM funnel, and the top tools powering this new era.

Ready to leave behind brittle workflows? Let’s begin by answering the key question:

What is agentic automation?

Agentic automation is the next evolution of AI-powered workflows, but with one big difference: it doesn’t wait around for instructions.

Instead of triggering actions based on fixed rules or linear workflows, agentic automation uses self-directed AI “agents” that can think, plan, and act on their own to achieve a goal. 

You tell the agent what you want done (e.g., “revive inactive leads” or “book demos from inbound form fills”), and it figures out how to make that happen across tools, channels, and steps.

This isn’t your typical automation that just runs a playbook. 

Agentic AI adapts in real-time. It can change direction mid-task, pull in new information, and even ask clarifying questions when the path forward isn’t clear. 

Think of it less like just another tool and more like hiring a proactive teammate who just gets it done. And that’s exactly why it matters. 

Because today’s GTM teams aren’t struggling with a lack of tools. They’re struggling with too many disconnected tasks, too much noise, and too little time. 

Agentic automation cuts through that by handling high-leverage, multi-step workflows that actually move the needle.

In the next few sections, I’ll cover exactly why this matters (spoiler: it's more than just efficiency), how it’s different from regular automation, and which industries are seeing the biggest wins.

What are the benefits of using agentic automation?

So, why should everyone - and I mean everyone - in the GTM world consider incorporating agentic automation in their operations?

Well, the thing is that agentic automation doesn’t just make things faster.

It makes them smarter, more scalable, and way less manual. 

Here are some of the real benefits you can expect:

1. Handles real work, not just busywork

Traditional automation is great at repeating simple tasks. 

But agentic automation can take on complex, multi-step workflows, like qualifying leads, booking meetings, or reactivating ghosted deals, without needing you to map out every step.

2. Adapts in real-time

Agentic AI can respond to changing inputs on the fly. 

If a lead replies with a new question, if a meeting gets rescheduled, or if more context becomes available, the agent adjusts its plan without breaking the workflow.

3. Connects the dots across your stack

Instead of relying on brittle automations or juggling five different tools, agentic automation can work across systems, pulling info from your CRM, sending outreach via email or LinkedIn, updating calendars, and more. 

The best agents orchestrate all of this behind the scenes, so the workflow actually flows.

4. Frees up your team to focus on higher-leverage tasks

AI agents can handle everything from outreach and follow-up to CRM enrichment and handoffs. 

As a result, your team can spend more time closing deals, crafting strategy, and driving growth.

5. Delivers outcomes, not just actions

You don’t have to pre-program every click. 

You just set the goal (“increase demo bookings from inbound leads”) and the agent figures out the best path to get there, end-to-end.

6. Scales with zero burnout

Agents don’t get tired. 

You can spin up five, ten, or fifty agents to handle different GTM motions from inbound to outbound to post-sale, all working in parallel without adding headcount.

What’s the difference between regular automation and agentic automation?

Let’s be real: most “automations” today are just glorified to-do lists.

You set a trigger → it runs a predefined action → and that’s about it. 

Works great when everything’s predictable. 

But the second something goes off-script, like a lead replying with a curveball question or a data field missing in your CRM, things fall apart.

Agentic automation changes the game entirely.

Here’s a quick overview of how regular and agentic automation stack up:

So, instead of building 47 logic branches for every possible scenario, you just tell the agent the goal, and it figures out the best way to get there.

Think of it like the difference between:

A basic email sequence tool that sends a pre-set drip campaign vs. an AI SDR that knows your ICP, monitors engagement signals, adapts copy, and books meetings autonomously.

One is rule-based. The other is agentic.

And guess which brings better results.

The industries that can best leverage agentic automation

Agentic automation isn’t just changing how we automate. It’s also changing who can benefit.

Now that AI agents can reason, adapt, and execute on high-level goals without hand holding, we’re seeing a wave of adoption across industries where traditional automation used to hit a wall. 

Here’s a look at the industries already seeing results and how agentic automation is helping them unlock new value:

1. B2B sales & marketing

This is where agentic automation is already making serious noise.

GTM teams are using AI agents to:

• Score and qualify inbound leads the moment they hit the website.
• Warm up cold prospects across email and LinkedIn.
• Revive ghosted deals with smart, context-aware follow-ups. 
• Create dynamic, targeted ad audiences fine-tuned to actual intent.

The thing that sets these agents apart from regular automation is that they don’t just run playbooks. 

Instead, they adapt on the fly, score leads based on real-time intent, and trigger outreach or routing without waiting for a rep to jump in. 

The result? More qualified pipeline, fewer dropped balls, and a sales team that can focus on closing instead of chasing.

2. Customer success & revenue operations

Agentic automation isn’t just a sales tool. It’s also a post-sale powerhouse. 

AI agents help CS and RevOps teams manage seamless handoffs, keep tabs on customer health, and surface churn risks before they become problems. 

They can do things like:

• Trigger personalized renewal nudges.
• Coordinate upsell plays.
• Loop in product or support when issues arise, and more. 

It’s like having a proactive, always-on account coordinator that never drops the ball, keeping customers engaged, informed, and more likely to stick around.

3. SaaS & tech

Speed matters in SaaS, and agentic automation gives fast-moving teams the edge. 

AI agents can qualify trial users in real time, trigger onboarding flows based on in-app behavior, and send personalized follow-ups after key product actions, all without human babysitting. 

For PLG teams, it’s a game changer, as you can drive usage-based upsells, renewals, and outreach that feels 1:1 without overwhelming your reps. 

It’s personalization at scale, with zero burnout.

4. Healthcare

In complex, highly regulated environments like healthcare, agentic automation is helping teams cut through administrative friction. 

AI agents can extract insights from unstructured clinical data, coordinate workflows across care teams, and ensure compliance documentation is handled without constant manual input. 

They even support personalized care journeys at scale, adapting to patient history, behavior, and treatment plans in real time. 

The goal is to streamline operations without losing the human touch, and these agents excel in it.

5. Financial services & insurance

In fast-paced, high-stakes industries like finance and insurance, speed and accuracy are everything. 

Agentic automation is being used to triage loan and claim applications, extract and analyze documents, and pre-qualify customers based on real-time data, at a fraction of the time humans would need for the same tasks.

AI agents can even flag fraud patterns on the fly, spotting risks faster than traditional rule-based systems. 

When decisions need to be made at scale without sacrificing precision, agents are the perfect fit.

6. IT

IT teams are no strangers to chaos, as tickets, system requests, data syncs, and endless Slack pings pile up fast. 

Agentic automation acts like a behind-the-scenes engine that keeps everything running smoothly. 

Agents can triage incoming requests, spot workflow inefficiencies, coordinate updates across internal tools, and even monitor systems for outages or anomalies, taking action before alerts hit your inbox. 

And in complex tech environments, it’s like giving your IT team a superpower.

Top 10 real-world use cases of agentic automation

Now that we’ve covered what agentic automation is and where it’s making the biggest impact, let’s look at what it can actually do.

From qualifying leads and running campaigns to analyzing contracts and fixing IT issues, agentic AI is already powering real-world workflows by making decisions, adapting to context, and driving outcomes at scale.

Here are 10 powerful, real-world use cases showing how agentic automation is being put to work today:

1. Lead scoring and qualification in real time

In most sales orgs, lead scoring is a fixed formula: assign points for job title, company size, maybe a few clicks on your site, and hope it tells you who’s worth following up with. 

The problem? Buyers don’t move linearly anymore, and static models miss the nuance. 

Timing, intent, behavior, and context all matter, and traditional automation just isn’t built to handle that.

Agentic automation flips this on its head. 

Instead of assigning scores based on rigid rules, AI agents continuously monitor behavior, detect buying signals, and qualify leads dynamically. 

These agents don’t just calculate scores - they understand actual intent. 

If someone’s bouncing between pricing pages, revisiting key blog posts, or engaging across multiple touchpoints, the agent recognizes it’s time to act, even if that lead wouldn’t have passed a traditional threshold.

This is where platforms like Warmly shine.

Warmly’s Marketing Ops Agent tracks dozens of real-time signals - such as website engagement, recency, firmographic match, traffic source, ad interactions, and even de-anonymized visitor data - to determine which leads are warm right now. 

Then, it combines these warm signals with relevant data from over 10+ data providers, creating deep, contextual insight that allows it to spot in-market buyers as soon as they show intent.

Even better, this agent actively improves your ICP over time. 

By analyzing which types of leads actually convert, and not just which ones look good on paper, the system continuously sharpens your targeting criteria and surfaces lookalike prospects who match the behavioral patterns of your best customers.

So instead of your reps wondering who to follow up with, agentic automation ensures they’re always working the right leads, at the right time, with context that goes far deeper than traditional MQL checklists.

2. Personalized outreach that runs 24/7

One of the most time-consuming parts of B2B sales is outbound prospecting, that is, finding the right people, personalizing messages, sending follow-ups, and keeping track of engagement. 

It's manual, repetitive, and doesn’t scale well, which is why most SDRs end up buried in busywork instead of actually starting conversations that lead to pipeline.

Agentic automation changes that.

With AI sales agents, teams can automate outbound efforts from end to end - from identifying high-intent accounts to sending personalized sequences across channels like email and LinkedIn. 

And the best part is that these agents don’t just blast generic messages. 

They understand which accounts are heating up, who the key stakeholders are, and how to engage them in a meaningful, relevant way - automatically.

Warmly’s AI SDRs are built specifically for this.

They act as full-time, always-on sales assistants that prospect, engage, and nurture leads around the clock, without ever needing a break. 

Here’s what they do:

• Monitor intent signals to detect when an account is showing buying behavior.
• Automatically find key stakeholders across the target account.
• Trigger personalized outbound sequences on behalf of reps via email and LinkedIn.
• Engage leads via contextual website chats and directly book meetings without the manual back and forth.

And because they're always running, you can scale outreach volume dramatically without needing to scale headcount.

3. Hyper-targeted advertising based on live signals

Most B2B ad campaigns still rely on broad targeting, using criteria such as job titles, company size, and industries. 

And while that can work, it often wastes spend on the wrong audience or reaches the right people at the wrong time. 

What these campaigns lack is context: who’s actually in-market right now, and what are they reacting to?

Agentic automation fills that gap by connecting real-time intent signals with ad delivery. 

Instead of relying on static lists or outdated firmographics, AI agents monitor on-site and off-site behavior, and then automatically build and sync high-intent segments to your ad platforms. 

That means your campaigns are constantly evolving based on who’s showing interest, what they’re engaging with, and where they are in their buying journey.

Warmly enables exactly this kind of intelligent advertising motion.

Its agentic demand gen engine tracks live buying signals across your site and other digital properties, including:

• Onsite behavior (e.g. pricing page visits, return traffic, time spent).
• Social engagement (e.g., relevant interactions with your LinkedIn posts or participation in discussions on topics related to your product).
• Third-party signals (researching keywords related to your product, visits to competitors’ pages, etc.).
• Relevant B2B & CRM data (like industry, title, and stage).

As Warmly detects interest surges from specific accounts or personas, it dynamically updates target segments and syncs them directly to your ad channels. 

This allows you to run hyper-specific campaigns, like surfacing a custom offer to only mid-market marketing leaders from in-market accounts, without lifting a finger.

Better yet, agents can automatically stop serving ads to leads who have already converted or passed a certain funnel stage, so your spend stays efficient.

Instead of your team constantly rebuilding audiences and guessing when to retarget, agentic AI advertising lets you stay relevant automatically and in real-time.

4. Automated lead follow-up and nurturing

Following up with leads sounds simple until you’re juggling dozens of conversations, multiple channels, and varying levels of interest. 

The truth is, most leads don’t convert on the first touch. 

But keeping track of who to follow up with, when, and how? That’s where most teams drop the ball.

Traditional automation helps, but it’s rigid. 

Set-it-and-forget-it sequences often lack personalization, can’t adapt to behavior changes, and don’t escalate when engagement spikes. 

That’s where agentic automation makes a major difference.

With agentic AI orchestration, follow-up becomes intelligent and responsive. 

These agents don’t just send templated messages on a fixed timeline. 

They monitor each lead’s actions - like revisiting your site, clicking an ad, or engaging with content - and adjust their outreach accordingly. 

Messaging gets smarter, timing gets sharper, and high-intent leads get fast-tracked.

Warmly’s SDR agents handle this in the background 24/7.

Once a lead enters the funnel, whether through chat, form fill, or signal detection, Warmly’s agents automatically:

• Determine the right follow-up path based on intent and behavior.
• Launch personalized email and LinkedIn sequences (avoiding duplication if reps are already engaged).
• Monitor responses and engagement patterns.
• Escalate qualified leads to your reps at exactly the right moment.

5. Contextual customer support 

Support teams are often overwhelmed by volume, from basic questions (“Where’s my order?”) to more complex issues that need routing or escalation. 

Traditional chatbots help with the basics, but they’re limited by rigid scripts and can’t adapt when conversations go off course.

Agentic automation unlocks a more flexible, intelligent approach.

Instead of just responding to predefined questions, agentic AI support agents can:

• Understand context.
• Ask clarifying questions.
• Pull relevant data from multiple systems.
• Execute multi-step actions to resolve an issue.
• Escalate to a human when needed, with full context included.

And because these agents operate around the clock, they reduce wait times, increase resolution speed, and free up human agents to focus on higher-complexity requests.

This kind of hands-off support is especially valuable for fast-growing SaaS companies, e-commerce platforms, and service-based businesses - anywhere customer expectations are high and team capacity is limited.

The result? Better experiences, lower support costs, and faster response times, all powered by agents that never sleep and never burn out.

6. Predictive maintenance in manufacturing

In manufacturing, downtime is expensive, whether it's a single machine going offline or an entire line coming to a halt. 

Traditional maintenance strategies rely on fixed schedules or reactive repairs, which either waste resources or result in costly interruptions.

Predictive maintenance, powered by agentic automation, offers a smarter alternative.

These agents monitor real-time data from IoT sensors embedded in equipment, such as vibration, temperature, or energy consumption, and use AI to detect subtle patterns that indicate potential failure. 

But unlike traditional monitoring tools that only alert humans, agentic agents can go a step further: they assess the risk, determine the best course of action, and trigger maintenance workflows autonomously.

In highly automated factories, this level of self-directed decision-making leads to:

• Higher operational uptime.
• Lower maintenance overhead.
• Faster response to emerging issues.
• Reducing downtime by 40%.

This type of automation gives manufacturing teams an intelligent layer of defence that adapts to real-world conditions without constant oversight.

7. Personalized customer experiences on-site

When a high-intent visitor lands on your website, timing and relevance make all the difference. 

But most sites still treat every visitor the same with static content, generic CTAs, and one-size-fits-all experiences. 

That’s a wasted opportunity, especially when you're dealing with accounts that are actively researching your product.

Agentic automation lets you tailor the on-site experience in real-time, based on who the visitor is, where they came from, and how engaged they are. 

These agents don’t just personalize headlines. They can adjust offers, trigger live chat, recommend next steps, and adapt content dynamically as the visitor browses.

Warmly uses agentic AI to do exactly that.

Its system identifies anonymous traffic and enriches it with firmographic and behavioral data. 

And then, based on persona, traffic source, and intent level, agents can:

• Display personalized offers or CTAs (“Ready for a demo?” vs “See how it works”).
• Trigger intelligent chatbot conversations.
• Suggest relevant case studies, feature pages, or pricing content.
• Route high-value visitors directly to live reps or AI chat.

This way, instead of just optimizing for form fills, agentic on-site experiences guide leads through their own journey. 

The result? Higher conversion rates, more qualified conversations, and better first impressions without requiring your team to lift a finger.

8. Legal and contract analysis at scale

Legal work is often seen as too complex or nuanced to automate, and in many cases, that’s true. 

But much of the day-to-day legal load, especially contract review, is repetitive and rules-based: finding key clauses, identifying risks, checking compliance, and flagging inconsistencies.

And that’s where AI agents step in.

Unlike basic document scanning tools, agentic AI can process legal documents with contextual understanding. 

They can analyze NDAs, vendor agreements, terms of service, and more, surfacing missing terms, suggesting revisions, and routing specific risks to the right legal stakeholders.

For in-house legal teams and firms dealing with high volumes of contracts, this leads to:

• Faster turnaround times.
• Reduced human error.
• More consistent compliance.
• Better allocation of legal talent to complex, high-value matters.

It’s a prime example of agentic automation replacing process friction with smart, autonomous execution, even in industries known for caution and complexity.

9. IT operations and incident resolution

Modern IT environments are increasingly complex, with hybrid infrastructure, dozens of monitoring tools, and constant pressure to keep systems up and running. 

And when something breaks, every minute counts. But traditional incident response often looks like this: 

Wait for an alert → check a dashboard →  escalate to the right person →  hope it gets resolved fast.

Agentic automation turns this reactive model into a proactive, autonomous one.

Instead of relying on static thresholds and manual triage, agentic AI can:

• Monitor system health continuously across environments.
• Detect anomalies using historical patterns and real-time data.
• Diagnose root causes.
• Trigger automated remediation steps (restart services, reroute traffic, apply patches).
• Escalate only when human input is truly needed.

This isn’t just “automation” in the ticketing sense. 

These are AI agents that reason, act, and improve, learning from past incidents and outcomes to respond faster and smarter over time.

10. HR and recruitment workflows

Hiring great people is critical, but it’s also one of the most time-consuming and resource-intensive functions in any company. 

Between reviewing resumes, scheduling interviews, sending assessments, updating candidate pipelines, and keeping everyone aligned, it’s no wonder recruiters are overwhelmed.

Agentic automation is changing the game for talent teams by handling many of these workflows autonomously and intelligently.

These agents can do far more than just parse resumes. They:

• Analyze job descriptions and candidate profiles to assess fit.
• Rank applicants based on customizable hiring criteria.
• Send personalized outreach and interview requests.
• Coordinate scheduling based on availability across calendars.
• Provide real-time status updates to hiring managers.
• Flag potential red flags (like job-hopping or skill mismatches) and escalate for review.

What sets agentic systems apart is their ability to adapt. 

For example, if a candidate suddenly becomes inactive, the agent can adjust the outreach cadence or route the lead to a talent pool for future roles. 

If a hiring manager leaves feedback, the agent updates its ranking logic for the next batch of applicants, learning as it goes.

The result?

Shorter time-to-hire, reduced admin burden on recruiters, and more consistent candidate experience across departments.

4 best agentic automation tools on the market

Not all AI tools are truly agentic. 

Many still rely on rigid rules or simple workflow builders. 

But a new wave of platforms is giving teams access to actual autonomous agents that can reason, adapt, and execute across complex tasks with minimal input.

Here are four of the best agentic automation tools on the market today.

1. Warmly

Best for: B2B revenue teams that want to scale outreach, qualification, and lead follow-up with AI SDR agents.

Warmly brings agentic automation to sales and marketing with AI SDRs, Demand Gen, and Marketing Ops agents that can orchestrate your entire funnel from top to bottom. 

It's purpose-built for GTM teams, replacing manual prospecting, nurturing, and follow-up with autonomous workflows that actually drive pipeline.

Standout features

• AI SDRs that prospect, sequence, and multi-thread - Automatically identify high-intent accounts and contacts, then launch multi-step outbound campaigns across email and LinkedIn, just like a human rep would.
• Real-time lead qualification - Continuously scores and prioritizes leads using dozens of live intent signals, CRM data, and engagement history to surface the hottest opportunities.
• Dynamic ICP creation - Combines live intent signals and historical data to continuously update your ICP, ensuring your campaigns are relevant and perfectly targeted every single time.
• Adaptive ad targeting agents - Automatically syncs high-intent lead segments to your ad platforms, so only the right audiences see your campaigns, at the right time.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

2. UiPath

Best for: Enterprise IT and operations teams looking to integrate agentic AI with RPA and existing automation stacks.

UiPath is extending its legacy in robotic process automation with AI agents that can reason, plan, and take independent action. 

It's ideal for enterprises managing complex systems that span across departments.

Standout features

• Agent Builder for autonomous workflows - Lets teams design and deploy agents that interact with apps, systems, and users to complete multi-step processes.
• LLM-powered engines - Empowers agents to process natural language, extract context, and make on-the-fly decisions based on current state and data inputs.
• Process orchestration for hybrid teams - Coordinates humans, agents, and bots within a unified workflow, ensuring smooth handoffs and goal alignment.

Pricing

UiPath has three pricing plans:

1. Basic: Starting at $25 per month, includes basic automation builder, EU hosting, etc.
2. Standard: N/A, includes everything in Basic, plus advanced automation builder, enhanced governance controls, agents, robots, and people orchestration, etc.
3. Enterprise: N/A, includes everything in Standard, plus self-healing UI automation builder, dashboards for monitoring, optimizing, and simulating live business processes, automatic optimizations of your own Robot infrastructures, etc.

Since UiPath doesn’t disclose prices for its Standard and Enterprise plans, you’ll have to contact its sales team for more details.

3. Paradox

Best for: Talent acquisition teams seeking to automate candidate screening, outreach, and scheduling.

Paradox automates repetitive hiring tasks with a conversational AI agent that acts like a recruiting assistant.

It tackles everything from screening candidates and booking interviews to providing real-time updates without HR intervention.

Standout features

• Conversational AI assistant ("Olivia") - Engages candidates through chat to qualify them, answer questions, and guide them through the hiring process automatically.
• Behavior-adaptive workflows - Adjusts follow-up timing and messaging based on candidate responsiveness and past interactions, improving engagement rates.
• Integrated interview coordination - Connects with hiring managers’ calendars and books interviews without needing recruiters to manually intervene.

Pricing

Paradox doesn’t publish prices.

You’ll have to contact its sales team for more information.

4. BigPanda

Best for: IT operations teams aiming to automate incident detection, response, and resolution.

BigPanda applies agentic AI to IT operations by enabling AI agents to detect, diagnose, and resolve incidents autonomously. 

It integrates with observability tools to create a self-healing environment that reduces alert fatigue and downtime.

Standout features

• Autonomous incident correlation - Groups related alerts together using AI, so teams aren’t overwhelmed with noise and can focus on root causes.
• Root cause analysis agents - Analyzes logs and metrics in real time to pinpoint why issues are happening and suggests (or initiate) fixes automatically.
• Self-learning optimization - Continuously refines detection and resolution logic based on historical incident data and resolution outcomes.

Pricing 

BigPanda doesn’t publish any information regarding its packages or their exact prices.

You can book a demo to learn more.

What are some of the challenges associated with incorporating agentic automation into your sales strategy?

Finally, while agentic automation has the power to transform sales, it’s important to understand that adopting it efficiently isn’t without its challenges. 

It’s not just about installing a tool and flipping a switch. It requires a thoughtful shift in how your team works, how your data flows, and how you measure success.

Here are some of the most common challenges to watch for:

1. Data readiness and hygiene

Agentic AI relies on accurate, real-time data to make decisions. 

If your CRM is a mess, your enrichment sources are outdated, or your lead activity isn’t being tracked consistently, agents will struggle to operate effectively - or worse, make poor decisions. 

Before deploying agents, teams need to invest in cleaning up data pipelines and ensuring core GTM systems are properly integrated.

2. Over-automation without context

Just because agents can automate something doesn’t mean they should. 

Without clear guardrails, agentic workflows can lead to robotic outreach, misrouted leads, or impersonal customer experiences. 

Sales leaders need to set clear goals, define when humans should stay in the loop, and ensure agents are enhancing, not replacing, meaningful interactions.

3. Integration complexity

Agentic automations often need to work across multiple platforms, including CRM, email, LinkedIn, ad platforms, chat, calendar, and more. 

If your systems are fragmented or lack API support, you may hit serious friction. 

Successful implementation often requires coordination between sales, marketing, ops, and IT to create a connected, automation-friendly environment.

4. Rep adaptation and process change

Reps may be sceptical, or even resistant, when they hear “AI SDR.” 

And that’s fair. 

If not rolled out properly, agentic tools can feel like a black box or a threat to their role. 

Teams need to invest in onboarding, education, and transparency, positioning agents as assistants that free reps up to focus on higher-leverage work, not tools that replace them.

5. Monitoring, optimization, and oversight

Unlike static workflows, agentic automation evolves over time. 

That’s powerful, but it also means you need systems in place to monitor performance, review outputs, and tune behavior. 

Who owns this? Sales ops? RevOps? Marketing automation reps? 

Clear ownership is critical to keep things on track and aligned with strategy.

6. Measuring success beyond vanity metrics

It’s tempting to measure success based on volume, such as more sequences launched, more contacts reached. 

But agentic automation should be evaluated based on real outcomes: higher conversion rates, more qualified meetings, smoother handoffs, and less manual work. 

Teams need to align on the right KPIs before scaling automation.

Next steps: Agentic automation is already here - the only question is how you’ll use it

The way sales teams operate is changing, and fast. 

Agentic automation isn’t some future-state vision. 

It’s already booking meetings, qualifying leads, running follow-ups, and moving pipeline forward in real time. 

The teams that win in this new era won’t be the ones with the most tools. They’ll be the ones who know how to orchestrate outcomes, and not just send more generic messages.

That’s where agentic AI shines. It doesn’t just follow rules. It understands context. It adapts. It acts. 

And when used right, it frees your team to focus on the parts of selling that actually require a human, such as building trust, closing deals, and thinking strategically.

Curious how it all works in action?

Warmly’s AI agents are helping revenue teams like yours scale without the spam, book more qualified meetings, and stay top-of-mind with the right leads, all day, every day.

Book a demo and see what agentic automation looks like in real life.

Read more

• 10 Agentic AI Examples & Use Cases In 2025 - Explore real-world ways teams are already using agentic AI to automate, adapt, and win across GTM workflows.
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• AI Agentic Workflows: Definitions, Use Cases & Software In 2025 - Learn what sets agentic workflows apart and how autonomous AI is reshaping how work gets done.
• Agentic AI Orchestration: Definitions, Use Cases & Software - Go beyond automation and see how agentic AI orchestrates complex, multi-step GTM motions end to end.
• Agentic AI For Marketing: Best Use Cases & Software In 2025 - See how marketing teams are using agentic AI to launch campaigns, segment audiences, and drive conversions automatically.
• Are AI Agents Worth It In 2025? Expectations vs. Reality - We break down the hype vs. actual results of AI agents, and what you should expect before buying.
• 30+ Powerful AI Agents Statistics In 2025: Adoption & Insights - Get the latest stats on AI agent adoption, impact, and usage trends shaping revenue teams in 2025.
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• 10 Best AI Agents for Small Businesses in 2025 [Reviewed] - Discover lightweight, high-impact AI agents that help small teams punch way above their weight.
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In 2025, sales teams don’t win with more data. They win with smarter data.

That’s where AI data enrichment comes in. 

Instead of relying on static lists or partial profiles, enrichment tools powered by AI can automatically fill in the blanks, validate details, and surface critical insights, all in real-time.

Whether it’s identifying decision-makers, uncovering buying signals, or syncing firmographic data across your stack, enriched data means your team spends less time guessing and more time closing.

In this article, I’ll break down what AI data enrichment really is, how it works, why it matters for modern GTM teams, and how to implement it right, plus the top tools to consider as a bonus.

Let’s dive into the tech that turns raw contacts into ready-to-convert leads!

What is AI data enrichment, and how does it work?

AI data enrichment is the process of enhancing raw or incomplete data by automatically adding relevant, real-time information using artificial intelligence. 

Instead of relying on manual research or third-party lists that go stale quickly, AI enrichment tools connect to multiple data sources (like public databases, proprietary datasets, CRM records, and third-party APIs) to fill in the blanks accurately and at scale.

Here’s how it typically works:

1. AI models ingest your existing records, such as lead lists, contact info, or firmographic data.
2. They cross-reference these entries against real-time sources to verify, supplement, or correct missing information (like job titles, buying signals, industry, tech stack, recent funding, etc.).
3. Machine learning ensures the enrichment becomes smarter over time, prioritizing high-confidence matches and eliminating duplicates or bad data automatically.

The result? 

A living, breathing database that’s always up-to-date and immediately actionable without hours of manual effort. 

And because the enrichment happens automatically, your sales and marketing teams stay focused on engaging the right people, not cleaning up endless rows of spreadsheets.

Next, let’s look at why this matters and how AI takes enrichment to the next level.

What are the benefits of using AI for data enrichment?

AI data enrichment isn’t just about speed. 

It’s about turning scattered, outdated, or incomplete data into revenue-ready sales intelligence that helps GTM teams move faster, personalize smarter, and close more deals. 

Here's what that unlocks:

1. Real-time precision and data freshness

AI enrichment tools continuously sync your data with live external sources, pulling in updates on titles, funding rounds, tech stack changes, and more. 

This means your team is always working with the most accurate and up-to-date information available, not lists that went stale three months ago.

2. Hyper-targeted segmentation and personalization

With richer data, such as technographics, job roles, or recent buying intent, you can segment leads far more effectively and personalize your messaging at scale. 

AI makes it possible to go beyond surface-level traits and speak to what actually matters to each account or buyer.

3. Automation that reduces manual effort

Traditionally, enrichment meant hours of spreadsheet work or chasing leads on LinkedIn. 

With AI, that legwork is automated. 

New leads are enriched as they enter your system, and existing records are continuously updated, freeing up time for reps to focus on outreach and deal progression.

4. Better conversions across the funnel

When you’re reaching out to the right people, with relevant context, at the right moment, responses naturally go up. 

AI-enriched data directly impacts conversion rates by powering smarter targeting and reducing the guesswork in your GTM motion.

5. Improved CRM hygiene and data confidence

Bad data costs you, resulting in lost deals, wasted outreach, and reporting errors. 

AI helps keep your systems clean by deduplicating records, flagging inconsistencies, and enriching missing fields in real-time. 

This means there’s no more bloated CRMs full of half-complete or outdated profiles.

6. Competitive edge at every touchpoint

Teams that adopt AI enrichment don’t just move faster - they move smarter. 

With richer signals and deeper context behind every lead, your GTM strategy becomes more predictive, more personalized, and ultimately more effective than those still relying on static, manual data.

What are the different types of data enrichment?

There are several different kinds of data enrichment, each serving a distinct purpose and playing its role in your marketing strategy.

Here are the key types you’ll see, which are often combined in modern enrichment platforms:

1. Firmographic enrichment - Adds business-level data like industry, company size, revenue, location, and growth stage. This is essential for B2B segmentation and ideal customer profiling.
2. Technographic enrichment - Surfaces what tools or platforms a company is using, like CRM, cloud infrastructure, ad tech, or sales software. This is useful for competitive targeting, integrations, and outbound personalization.
3. Demographic enrichment - Fills in individual-level details like job title, seniority, department, and social profiles, so you’re not just targeting “a company,” but the right person inside it.
4. Behavioral and intent enrichment - Brings in real-time buying signals, such as recent site visits, content downloads, hiring trends, or spikes in keyword research. This is where AI really shines, surfacing leads that are actually in-market.
5. Contact enrichment - Adds missing details like email addresses, phone numbers, or LinkedIn profiles for outreach-ready records, often with confidence scoring and automatic syncing to your CRM or sales tools.

Together, these enrichment types give you a 360-degree view of who your leads are, what they’re doing, and how best to engage them without chasing static lists or scraping the internet manually.

What are the different AI data enrichment techniques?

AI data enrichment is not just about appending missing fields. 

It's about transforming raw data into actionable intelligence through a variety of sophisticated techniques. 

Here's a quick overview of the most impactful methods:

1. External data integration

This technique means adding useful information to your existing customer or lead data by pulling data from outside sources.

For example, AI can look at public records, social media, company websites, or quickly sift through databases like Coldly to find extra details, like someone’s job title, the size of their company, or what tools they use.

By combining this external data with what you already have, you get a more complete picture of who your buyers are and how to reach them more effectively.

2. Data cleansing and deduplication

This technique helps clean up messy or incorrect data in your CRM or other lead databases. 

AI looks for things like typos, missing fields, outdated info, or records that show up more than once.

For example, if the same lead is entered twice in your CRM with slightly different names or email addresses, AI can spot it and fix it automatically.

As a result, you get clean, accurate, and reliable data that your team can actually trust.

3. Semantic enrichment

This technique is all about giving your data more meaning. 

AI looks at what’s already in your database and connects it to related topics or categories using public knowledge sources.

For example, if a contact’s job title is “VP of Growth,” semantic enrichment might also tag them as part of the marketing department or leadership team.

This helps your team understand context and improves targeting, allowing you to spot key stakeholders and related accounts more easily.

4. Geospatial enrichment

This technique adds location data, like the exact coordinates or region a person or company is based in.

So instead of just knowing someone is in “New York,” AI might add their zip code or nearby landmarks.

This is especially useful for planning local mail campaigns, assigning territories, or optimizing deliveries.

5. Sentiment analysis

AI reads through text like social media posts, reviews, or survey answers, and figures out the tone.

Is someone happy, frustrated, or excited?

Sentiment analysis helps companies understand how people feel about their brand, product, or service without having to read through every single comment.

6. Multimedia content analysis

Multimedia content analysis helps you understand and organize large volumes of visual content, such as images and videos, without manual review.

AI can scan a photo or video and figure out what’s in it, such as objects, people, logos, or even emotions.

It also pulls out useful details (like location tags or timestamps), helping companies organize and understand their visual content more easily.

This way, if your brand is mentioned in a product unboxing video or someone posts a photo with your logo, AI can detect that automatically. 

It’s essential for brand monitoring, content moderation, and making smarter use of user-generated content.

7. Predictive analytics

AI looks at past behavior and trends to guess what might happen next.

For example, if a lead has visited your pricing page three times and opened your last two emails, predictive analytics might flag them as likely to buy soon.

This helps you prioritize outreach and take action at the right time.

8. Behavioral data enrichment

This technique tracks how people interact with your website, emails, or product, and then adds those insights to their profile.

This includes things like: which pages they visited, how long they stayed, and what they clicked on.

It gives you a clearer view of what someone is interested in right now, so you can follow up in a smarter, more relevant way.

Platforms like Warmly excel in this, leveraging sophisticated AI models to screen for and identify intent signals in real-time, combining internal data (interactions with your website) with external data from 10+ data enrichment providers.

As a result, you can:

1. Identify high-intent leads while their interest is at its peak.
2. Create detailed lead segments and target audiences.
3. Craft hyper-personalized outreach strategies leveraging the data you have on each lead.

How can you incorporate AI data enrichment into your sales process?

When it comes to incorporating AI data enrichment, the good news is that you don’t need to reinvent your sales process to benefit from it.

You just need to plug it into the right places.

Here’s how to make it work, step by step:

Step #1: Start with your CRM or lead source

Before you do anything else, connect your AI data enrichment tool to wherever your leads first enter the system, which is usually your CRM (like HubSpot, Salesforce, or Pipedrive) or your lead capture forms (like website forms, demo requests, or webinar signups).

Once connected, the AI can automatically enrich each new contact as they come in, adding details like job title, company size, LinkedIn profile, industry, and more. 

Say someone fills out your demo request form and only gives you their name and work email. 

Without enrichment, your team has very little to go on. 

But with AI data enrichment connected to your CRM:

1. The system identifies that the person is Julia Wong, Head of Product at a Series B fintech company using Salesforce and Stripe.
2. It automatically adds her LinkedIn profile, company headcount, funding stage, and a few recent company updates.

As a result, your rep now knows who she is, what her company does, and can tailor the pitch accordingly.

Step #2: Clean and enrich existing records

Your CRM might already be packed with leads, but if that data is old, incomplete, or duplicated, it’s holding your team back. 

This step is about using AI to automatically:

• Fill in missing fields (like job titles or industries).
• Update stale info (like a contact who changed roles or companies).
• Merge duplicates so you’re not contacting the same person twice.

It’s the fastest way to turn your database into a useful, up-to-date sales asset.

For example, imagine your rep is about to follow up with Sophie D., but her CRM record hasn’t been touched in over a year. 

With AI enrichment:

1. You discover she’s no longer at her old company - she’s now VP of Marketing at a startup that just raised a Series A.
2. The AI updates her profile, syncs her new LinkedIn, and tags her new company with relevant firmographics.

Now your rep knows Sophie’s a high-value target and not a dead-end lead.

Step #3: Use enriched data to segment smarter

Once your data is enriched, you can go far beyond basic filtering. 

Instead of blasting generic messages to everyone in your CRM, AI-enriched fields let you create precise, dynamic segments based on:

• Company size.
• Industry.
• Funding stage.
• Tech stack.
• Buying signals.
• Job seniority, and more.

For instance, Warmly’s Marketing Ops agents work 24/7 on building targeted audience segments, unearthing granular insights and traits that go beyond just firmographics.

This way, you get more accurate, always updated ICP and dynamic, well-targeted audiences.

The outcome?

Smarter segments = more relevant messaging = better results.

Step #4: Prioritize leads based on real signals

Not all leads are created equal, and AI enrichment helps you spot the ones most likely to convert.

By layering in signals like job changes, recent funding, hiring spikes, or product research behavior, AI can help you automatically score and prioritize leads based on who’s showing real buying intent.

This means your reps stop wasting time on cold or low-fit prospects and focus on the ones that are actually worth it.

For example, if you’ve got 300 leads sitting in your CRM, AI enrichment can highlight that:

1. 5 of them work at companies that just raised a Series B,
2. 2 have just installed a competitive tool your product integrates with,
3. And 1 rep just switched into a new buying role last week.

And voila - that’s your shortlist! That’s who your team should talk to today.

Step #5: Personalize your outreach at scale

Enriched data turns generic outreach into relevant, high-converting messages without making your team write everything from scratch.

With details like job title, industry, tools used, recent activity, or even company news, your reps (or your AI assistant) can personalize emails, InMails, and call openers automatically.

You still get the scale, but now it feels like 1:1 communication.

This means that instead of sending:

“Hi Jamie, I’d love to connect and share what we’re building.”

You send:

“Hi Jamie, I saw you recently joined Acme as Head of GTM. Since you’re using HubSpot + Gong, I thought I’d share how we help RevOps teams using that same stack increase pipeline coverage.”

With tools like Warmly, you can put the entire outreach process on autopilot:

1. The platform identifies high-intent leads and enriches them with in-depth B2B and intent data.
2. Its AI SDR agents automatically pick up those leads and include them in email or LinkedIn sequences, using the info they have on each lead to tailor messaging accordingly.

The result?

Higher open, reply, and conversion rates across channels.

Step #6: Sync across your stack

It’s not enough to enrich your data. You need to make sure everyone in your GTM motion is seeing and using it.

That means syncing enriched profiles across your CRM, email tool, sales engagement platform, and analytics dashboards. 

When done right, every system pulls from the same up-to-date, enriched source of truth and your reps, marketers, and ops folks stay aligned.

Step #7: Review and refine regularly

AI data enrichment isn’t a “set it and forget it” solution. 

To get the best results, you’ll want to monitor performance, audit your data health, and adjust your enrichment strategy as your sales process evolves.

Look at which enriched fields actually help your team convert.

Is the funding stage more useful than the tech stack? Are job titles getting messy again?

Refining over time keeps your data - and your strategy - sharp.

For example, if you notice your reps rarely use the “industry” field but rely heavily on job seniority and recent hiring signals, that’s your cue to update your scoring model and prioritize the fields that actually drive results.

What are some of the challenges in using AI for data enrichment?

While AI data enrichment can certainly transform your sales process, like any powerful tool, it comes with its own set of challenges. 

Let’s look at some of the most common issues teams face (and how to overcome them):

1. Data quality in, data quality out

AI can enrich your data, but it can’t work miracles if your starting point is garbage. 

If your CRM is full of outdated, mislabelled, or inconsistent records, enrichment tools may struggle to match or append the right information.

💡Tip: Start with a basic data clean-up before layering in AI. The better your foundation, the better the enrichment results.

2. Integration complexity

Many enrichment tools promise plug-and-play, but syncing them across multiple platforms (CRM, sales engagement, analytics) can get messy, especially if your systems are siloed or custom-configured.

💡Tip: Choose tools with native integrations for your core stack, and work closely with RevOps or your CRM admin to set up clean, bi-directional syncs.

3. Over-enrichment or irrelevant fields

Just because you can add 30 new fields to every contact doesn’t mean you should. 

Too much data clutters your workflows, confuses reps, and can even hurt personalization if the info isn’t actually helpful.

💡Tip: Be selective. Focus on enriching fields your team will use, such as job role, seniority, and buying signals, not vanity metrics.

4. Privacy and compliance risks

Pulling in external data, especially personal or behavioral data, can introduce privacy issues. 

You’ll need to make sure you’re compliant with GDPR, CCPA, and other local regulations around data usage and transparency.

💡Tip: Use enrichment providers who are transparent about their data sources and have strong privacy practices in place. Always give users a way to opt out if required.

5. AI blind spots or mismatches

No system, including AI, is perfect. 

Sometimes enrichment tools misidentify people, attach the wrong company data, or pull in outdated information. 

If you rely too heavily on enrichment without validation, your reps may act on bad signals.

💡Tip: Set confidence thresholds for enriched fields. Some tools let you prioritize “high certainty” matches or even flag data for manual review before syncing to your CRM.

Next steps: Get smarter data to do sharper outreach with Warmly

In today’s sales landscape, it’s not about how much data you have.

It’s about how accurate, timely, and actionable that data is, and that’s where AI-powered enrichment makes all the difference.

By automating enrichment, syncing it across your tools, and embedding it into your workflows, you can unlock faster research, better segmentation, and truly personalized outreach at scale. 

But the key isn’t just adding data - it’s knowing what to do with it.

Warmly helps GTM teams not only enrich leads with real-time firmographic and behavioral signals, but also act on them, automatically surfacing the hottest accounts, adapting outreach, and helping reps prioritize with confidence.

Want to see it in action? Book a demo with Warmly and discover how smarter data can fuel more efficient selling.

Read more

• The 12 Top Lead Enrichment Tools for GTM Teams in 2025 - Discover the best lead enrichment tools that modern GTM teams are using to turn raw contact data into revenue-ready insights.
• 9 Best Data Enrichment Tools in 2024 - Explore the top platforms helping B2B teams clean, complete, and supercharge their databases with smarter, more actionable data.
• AI Lead Scoring: What Is It & How To Do It Right In 2025? - Learn how AI is changing lead scoring forever and how to use it to prioritize the right prospects at the right time.
• AI for Sales Prospecting: How to Use It? [2025] - Find out how AI is helping sales teams prospect faster, better, and with less manual effort in 2025.
• AI GTM: Top Use Cases, Software, & Examples [2025] - See how AI is transforming every stage of the go-to-market motion with real-world tools and workflows that actually deliver.
• How to Evaluate B2B Data Providers: The Warmly Decision Framework - Use this proven framework to confidently choose the right data partner for your sales and marketing needs without the guesswork.
• How to Use AI in Your Sales and Marketing Tech Stack - Unlock practical tips for integrating AI into your GTM stack to boost performance, automation, and revenue impact.
• AI-Powered Sales Automation: Use Cases, Examples & Software - Explore how AI is automating everything from outreach to pipeline progression—and which tools are leading the way.

Account-based marketing (ABM) is a highly specific strategy that completely transforms how B2B teams approach growth. 

Instead of casting a wide net, ABM aligns marketing and sales to go deep on high-value accounts, using personalization, timing, and intent signals to drive real results.

And in 2025, ABM is smarter, more automated, and more connected than ever.

But let’s be honest: generic templates and surface-level tactics won’t cut it. 

If you want your ABM strategy to actually move pipeline, you need ideas rooted in reality.

In this article, we’re breaking down 8 of the most inspiring, creative, and effective ABM examples, from hyper-personalized outreach to multi-channel plays that actually convert.

These will help you think bigger, test smarter, and sell more effectively, regardless of whether you’re refining your current ABM motion or building one from scratch.

What are some of the best practices of ABM in 2025?

ABM in 2025 is more intelligent, integrated, and intent-driven than ever. 

As teams lean into AI, better data, and tighter sales-marketing collaboration, ABM has shifted from being a niche strategy to a foundational B2B motion. 

But getting it right still requires more than just tech - it takes focus, coordination, and experimentation. 

Here are the best practices leading teams are using today:

1. Hyper-personalization at scale

Today, ABM isn’t just about personalization - it’s about relevance at scale. 

Leading teams are using AI and real-time intent data to create content and outreach that feels handcrafted, even when it’s automated. 

That might mean referencing a prospect’s latest funding round, tailoring ads to industry-specific challenges, or adapting messaging based on where an account sits in the buying cycle. 

The key isn’t just adding a name, it’s showing you understand the actual context and each individual lead’s current buying stage and other relevant circumstances. 

According to Salesforce, 73% of B2B buyers expect vendors to personalize their engagement to their needs, and that number is probably going to increase, so keep that in mind.

Tools like Warmly make this kind of personalization scalable. 

With AI SDRs that trigger automated, context-aware sequences across email and LinkedIn based on live engagement signals and website behavior, teams can deliver the right message to the right stakeholder at the right time. 

Whether it’s finding key contacts or orchestrating follow-ups, Warmly helps revenue teams build 1:1 relationships across hundreds of accounts without adding headcount.

2. Using AI and predictive insights to guide targeting

With so much data available, the best ABM programs use AI to filter noise from signals. 

Predictive models surface which accounts are warming up, which are showing in-market signals, and which should be deprioritized. 

Instead of relying on guesswork, teams are scoring accounts in real time using a mix of firmographics, CRM activity, website behavior, and buying signals, so reps can strike when interest is peaking.

This is where platforms like Warmly give teams a serious edge. 

Warmly monitors first, second, and third-party signals at the person level, not just the account level, pulling in everything from product usage and web behavior to social activity and job changes. 

As a result, teams can build intelligent segments based on real-time signals and launch precise, personalized sequences or ad campaigns the moment actual intent is detected. 

It’s ABM targeting driven by live buyer context, not assumptions.

3. Aligning marketing and sales around shared account goals

In 2025, ABM is no longer a marketing-led initiative - it’s a go-to-market strategy. 

That means sales and marketing don’t just "collaborate".

Instead, they plan together, build together, and measure success using shared KPIs. 

Teams that win with ABM often have unified account plans, regular alignment meetings, and tools that sync campaigns across functions. 

When both teams are working off the same playbook, outreach feels cohesive, and deal cycles speed up.

4. Going multi-channel, but staying coordinated

No single channel wins deals. 

The most effective ABM programs engage accounts across email, LinkedIn, targeted ads, virtual events, landing pages, and more, but with one consistent narrative. 

The key thing that sets high-performing teams apart is their orchestration - using tools that sequence touches across platforms while ensuring every stakeholder sees a story that makes sense. 

Done right, this builds familiarity, increases trust, and helps accounts self-navigate deeper into the funnel.

That’s the exact role of Warmly’s AI SDRs, which can engage accounts on all channels that matter, including:

• Your website via a smart AI Chatbot that engages and qualifies leads and books meetings.
• LinkedIn through personalized DMs and connection requests to engage surging accounts while they’re still interested.
• Email drip campaigns that nurture accounts and lead them down the ABM funnel.

5. Measuring what matters (and refining fast)

Modern ABM isn’t set-it-and-forget-it. 

The best programs track not just clicks and opens, but pipeline influence, sales velocity, and account engagement over time. 

Leading teams today are using account-based dashboards to identify what’s working and where things stall, then refining campaigns accordingly. 

It’s not about proving ROI with vanity metrics; it’s about building a funnel that continuously learns and improves. 

Think of it as agile marketing, but account-first.

What does a best-in-class ABM strategy look like in 2025?

In 2025, a best-in-class ABM strategy is more than just a campaign - it’s become an entire system that covers all the essential parts of the funnel. 

This means that the strongest B2B teams aren’t just “running ABM”. 

They’ve built always-on, cross-functional growth engines that embed account-based thinking across their entire revenue strategy.

Here’s what I mean by this:

1. ABM is embedded into the full go-to-market motion

At leading companies, ABM isn’t a side project - it’s a core growth strategy. 

From demand gen to outbound, sales enablement to customer marketing, every team is aligned around a unified list of high-value accounts. 

Rather than splitting resources between lead gen and ABM, the entire GTM org is structured to win and expand within a focused TAM. 

Metrics, headcount, and budget follow suit for optimal results.

2. Segmentation is intelligent, dynamic, and real-time

Top teams aren’t relying on quarterly account refreshes or static firmographic filters. 

Their segmentation engines are fluid, driven by real-time data, behavioral signals, and evolving buying committee dynamics. 

For example, if a VP of Ops at a target account visits your pricing page and a second stakeholder starts a product chat the next day, that account automatically gets promoted into a new play.

This is where Warmly shines: it lets teams track intent signals and web activity at the individual level, across 1st, 2nd, and 3rd party sources. 

With that visibility, you can create dynamic audiences that update automatically and trigger personalized sequences or outbound plays without delay using the Orchestrator or agentic AI SDRs.

3. Personalization is programmatic, but human

Best-in-class ABM doesn’t mean handcrafted messages for every touch. It means building systems that feel personalized without being slow. 

Teams use AI to generate context-aware outreach at scale, but pair that with human insight where it matters (e.g., for high-tier accounts or C-level personas). 

The result is outreach that respects the buyer’s context while protecting your team’s bandwidth.

Tools like Warmly’s AI SDRs help strike this balance by automating thoughtful messages based on live activity and contact-level behavior, so reps can focus on strategic conversations instead of manual follow-ups.

4. Revenue teams operate as one account team

The old marketing-to-sales handoff doesn’t exist in a best-in-class ABM motion. 

Instead, everyone touching the account, such as BDRs, AEs, CSMs, marketers, etc. works from a shared source of truth. 

They know who’s engaged, who’s cold, and what’s been tried. 

Tools are integrated. Roles are clearly defined. And there’s total clarity on ownership across every stage of the account lifecycle.

5. Orchestration is proactive, not reactive

Instead of reacting to inbound interest or waiting for MQLs to convert, top ABM teams proactively orchestrate sequences, ads, meetings, and outreach based on buying stage and stakeholder activity. 

This orchestration happens across multiple touchpoints, including email, LinkedIn, chat, and events and unfolds in a way that feels cohesive and timely.

Warmly’s Orchestrator makes this possible at scale, automatically triggering next-best actions - such as adding accounts to targeted LinkedIn ads campaigns, or firing personalized LinkedIn and email sequences - based on behavior, contact role, or engagement score. 

So instead of having reps babysit sequences, the system works behind the scenes to keep momentum going.

8 account-based marketing examples that you can learn from

So what does all of this look like when it’s put into action?

Now that we’ve unpacked what makes a best-in-class ABM strategy tick in 2025, let’s shift from theory to practice. 

The following examples showcase real-world ABM campaigns, each with its own unique playbook, from hyper-personalized outreach to orchestrated multi-channel engagement. 

These aren’t just flashy stunts. They’re strategic, measurable efforts that drove pipeline, created real momentum, and sparked deals with high-value accounts.

Whether you're looking for creative inspiration, tactical ideas, or proof that ABM really works, these campaigns offer a front-row seat to what’s possible.

Let’s break them down.

1. Turning anonymous website traffic into pipeline: How Arc used Warmly to boost funnel conversion and 3x ROI

Challenge: Arc, a modern banking platform for venture-backed startups, operates in a fiercely competitive space where attention is scarce and timing is everything. 

For Basile Senesi, Arc’s CRO, the go-to-market strategy hinges on identifying high-intent buyers fast and engaging them before competitors do.

But like many early-stage teams, Arc faced a visibility gap. 

Thousands of weekly site visitors were flowing through their funnel, but sales had no idea who they were, what they were looking at, or when to reach out. 

Attribution was fuzzy. Outreach was reactive. And reps were losing valuable time chasing the wrong leads.

Solution: That changed when Arc implemented Warmly.

In under 30 days, Arc used Warmly to:

• Identify site visitors in real-time.
• Drop insights directly into Salesforce, Outreach, and Slack (where SDRs already lived).
• Automatically add high-fit visitors to personalized sequences.
• Alert reps the moment a key account hits a pricing page or demo request form.

Results:

1. Arc unlocked a 10–15% lift in funnel conversion.
2. Accelerated sales cycles.
3. Added 1-3 extra customers per month without expanding headcount. 
4. Got a 200% return on investment within 6 months, with a projected 3–5X ROI by year’s end.

This is a prime example of ABM done right: high-intent targeting, signal-based outreach, and operational efficiency that scales with the team, not against it.

2. Skipping the funnel: How StraightIn used ABM strategies to fast-track high-value accounts and close $10K in 2 weeks

Challenge: For LinkedIn marketing agency StraightIn, ABM was a necessity. 

With thousands of monthly site visitors coming in from paid and organic campaigns, the challenge wasn’t generating traffic. 

It was figuring out which accounts were worth pursuing and how to engage them in a relevant, timely way.

Their traditional demand gen approach relied on top-of-funnel marketing and broad outreach. 

But like many B2B teams, they realized that ABM was a smarter path: identifying high-fit accounts early, tailoring outreach, and orchestrating touchpoints across channels. 

Solution: That’s where Warmly came in.

Using Warmly’s AI Orchestrator, StraightIn turned anonymous website traffic into real-time account insights. 

They could now:

• Identify key stakeholders from in-market accounts the moment they hit their site.
• Segment visitors by job title, company size, and behavior, such as time on pricing pages or industry-specific blog posts.
• Trigger personalized outreach across LinkedIn and email tailored to each account’s interest and buying stage.

With these ABM workflows in place, they skipped the spray-and-pray and went straight to engagement. 

Leads from Warmly were automatically dropped into Salesloft and Salesflow campaigns, giving reps a warm context for follow-up and significantly increasing email open, click, and reply rates.

Even better, the team used Warmly’s first-party intent data to cut LinkedIn Ad spend while improving performance by building retargeting audiences based solely on high-fit, already-engaged accounts.

Results:

Within two weeks, StraightIn closed two deals totalling $10K, proving that an ABM motion, when powered by real-time engagement signals and automated outreach, doesn’t need months to start delivering ROI.

3. From anonymous clicks to high-intent conversations: How Caddis Systems drove a 500% conversion lift in 7 days

Challenge: For Caddis Systems, a niche manufacturing software provider with a lean, 3-person sales team, converting website visitors into pipeline wasn’t just a priority - it was a pain point. 

Despite running AdWords campaigns and cold outreach through an agency, their inbound motion lacked one crucial piece: visibility into which accounts were actually showing intent.

In short, their ABM motion was stalled before it even started.

Solution: Caddis Systems decided to implement Warmly.

In just one week, Caddis used Warmly to turn previously anonymous site traffic into targeted, real-time engagement with their ideal accounts, driving a 5x increase in website conversions and proving that even small teams can win big with smart ABM execution.

Here’s how it worked:

• Account identification - Warmly deanonymized site traffic and surfaced contact- and company-level insights in real-time, instantly showing Caddis which visitors matched their ICP.
• Live, high-intent engagement - Reps received Slack alerts when key accounts landed on high-value pages (like pricing or product docs), and jumped into conversations right then and there using Warmly’s Live Video Chat.
• Segmentation and prioritization - With AI Orchestrator, Caddis built dynamic segments to filter and route visitors based on source (e.g. ad campaigns) and behavioral signals, automating outreach only to high-fit accounts.
• Multi-channel orchestration - Leads from ads, email, and chat were nurtured across multiple touchpoints, creating a fluid, ABM-style journey personalized to each account’s engagement level and activity.

This way, instead of waiting for prospects to fill out a form or show blatant intent, Caddis built a proactive ABM system that met accounts where they were, based on real-time behavior, not guesswork.

Results:

1. 500% increase in website conversions.
2. Multiple qualified meetings from live chat.
3. 4-5x ROI in under 7 days.

Warmly didn’t just improve lead gen, it gave Caddis an actual account-based infrastructure, enabling their small team to behave like a much larger org. 

Their ABM playbook became automated, precise, and fast, just how modern GTM teams need it in 2025.

4. Connecting campaigns to pipeline: How Premikati uses Warmly’s Orchestrator and chatbot to scale ABM with precision

Challenge: When Premikati - a procurement and finance operations consulting company - launched multi-channel campaigns across LinkedIn and paid search, they saw promising traffic numbers but no clear insight into who was engaging or whether it was leading to pipeline.

That made it nearly impossible to prove ROI, prioritize spend, or follow up with high-intent accounts.

In short: Premikati was doing everything right, but couldn’t connect the dots.

Solution: By layering Warmly’s Orchestrator and AI chatbot into their go-to-market motion, Premikati transformed those disconnected clicks into a fully orchestrated ABM system - one where visitor identification, lead scoring, segmentation, and follow-up happen automatically.

Here’s what made it work:

• Real-time UTM tracking and deanonymization helped its team identify which campaigns were actually driving the right traffic, and from which channels.
• Warmly’s Orchestrator segmented site visitors by campaign, behavior, and buying stage, automatically enrolling them into relevant LinkedIn and email sequences.
• Instead of stopping at one contact, Warmly surfaced other key stakeholders from the same account, allowing Premikati to multi-thread and personalize follow-up based on roles and activity.
• Warmly’s AI chatbot handled initial engagement, qualifying inbound leads, and even booking meetings autonomously - something their previous chat tools never managed.

The result is an ABM strategy that proactively moves accounts through the funnel, using real-time signals and intent data to determine who to engage, how to follow up, and when to loop in reps.

And it’s working.

Warmly gave Premikati a clear view of ROI per channel, automated the middle of the funnel, and empowered reps to have more relevant, better-timed conversations. 

Results: 

1. More booked meetings.
2. More efficient workflows.
3. A marketing team that can now scale with confidence.

That’s a prime example of modern ABM: tightly orchestrated, dynamically segmented, and built to scale. 

5. Voice-led ABM at scale: How Connectteam used AI SDRs to increase engagement 5x and cut no-shows by 73%

Connectteam, a fast-scaling employee management platform serving frontline-heavy industries like construction, retail, and healthcare, had one core ABM challenge: how to personalize outreach across multiple verticals without overextending their SDR team.

With 120,000 phone calls handled monthly, a lean SDR org, and rising lead volumes, Connecteam’s ops leaders knew they needed to evolve their approach. 

Email and SMS weren’t cutting it, and cold outreach lacked the contextual relevance required for meaningful engagement. 

Plus, a 75% meeting no-show rate was throttling pipeline momentum.

Solution: Deploying Julian, an AI-powered SDR from 11x built to handle voice-based outreach at ABM scale.

Here’s how Connecteam brought ABM into the voice channel and made it work:

• Segmented, vertical-specific outreach - 11x embedded with Connecteam to tailor Julian’s outreach by industry, aligning messaging for retail, healthcare, and construction personas without requiring manual SDR input.
• Intent-based follow-ups - Julian reached out to leads based on behavior and funnel stage, reactivating old or cold opportunities that the sales team didn’t have bandwidth to pursue.
• Meeting scheduling and confirmation - Julian didn’t just call. He booked meetings, handled confirmations, and ran proactive follow-up sequences, slashing no-show rates by over 70%.

Results:

1. $450K+ saved annually on SDR salaries.
2. 73% drop in no-shows.
3. $30K monthly revenue lift per SDR.

For ABM teams looking to scale intelligently, Connecteam’s approach shows what’s possible when you blend vertical-specific messaging, AI-led orchestration, and real-time follow-up without growing headcount. 

It’s a bold reminder that ABM isn’t just about who you target - but how fast and personal you engage once intent is shown.

6. Scaling smart: How Everstage 2.5x’d sales engagement and doubled ABM match rates 

Challenge: Despite investing in multi-channel paid campaigns across LinkedIn and Google, Everstage - a sales commission platform- couldn’t track which accounts were engaging, what content was driving interest, or whether they were targeting the right prospects at the right time. 

Its tech stack, spread across Google Analytics, HubSpot, and spreadsheets, offered fragmented insights and poor account match rates. 

And when outreach did happen, it often lacked the precision needed to drive meaningful engagement.

Solution: The company rebuilt its ABM engine with Factors.ai at the center, and everything changed.

Here’s how Everstage transformed its account-based strategy:

• Centralized attribution and funnel analytics - With a unified view of their marketing funnel, Everstage could now see exactly which campaigns, pages, and segments were underperforming and fix them fast.
• Intent-powered segmentation - By layering in behavioral signals from G2, CRM, LinkedIn, and web data, Everstage was able to score and prioritize ABM accounts based on fit and buying intent.
• Outbound-ready insights - Sales and BDR teams gained account-level timelines that showed who engaged, when, and where, making personalized, timely outreach both easier and more effective.

Results:

• 2.5x increase in sales email engagement.
• Higher ROI per campaign.
• More efficient outbound workflows.
• Smarter targeting with reduced waste.

This is modern ABM in action: clean attribution, targeted engagement, and sales-marketing collaboration built around shared data.

7. From inefficient targeting to 40% pipeline growth: How Coalfire rebuilt its ABM engine from the ground up

Challenge: Coalfire, a cybersecurity advisory firm, had the fundamentals of account-based marketing in place but struggled with execution. 

Their campaigns were reaching the wrong accounts, lead quality was inconsistent, and fragmented attribution made it nearly impossible to connect effort with outcome.

In short, their ABM investments weren’t translating into revenue.

Solution: To fix that, Coalfire turned to Demandbase, using its AI-driven platform to unify targeting, improve account scoring, and drive smarter, data-backed decisions across the funnel. 

Here’s how they did it:

• Precision targeting powered by intent data - With real-time insights and predictive analytics, Coalfire redefined its ICP and focused outreach only on accounts showing relevant behavior, eliminating wasted ad spend and improving account engagement by 30%.
• Smarter segmentation and prioritization - Coalfire could now rank and route accounts based on interest, fit, and stage, so sales teams only pursued prospects that were both qualified and ready.
• Clear attribution - With campaign-level visibility, Coalfire could see exactly which programs were driving results, and which weren’t, enabling continuous optimization.

What followed was a complete transformation of Coalfire’s ABM motion, delivering measurable gains in pipeline, engagement, and sales alignment.

Results:

1. 40% increase in marketing-generated pipeline.
2. 25% higher lead-to-opportunity conversion rates.
3. 12% shorter sales cycle.
4. 45% lift in conversions for targeted campaigns.

8. Precision over volume: How PitchBook cut CPC by 38% and boosted deal size with targeted ABM ads

Challenge: PitchBook, a leading financial data and research firm, knew that traditional digital campaigns weren’t enough to move the needle with high-value accounts. 

It needed a way to drive demand, accelerate deal velocity, and better support their sales and customer success teams without wasting spend on low-fit prospects.

That’s where account-based advertising (ABA) came into play.

Solution: By partnering with RollWorks, PitchBook refined their ABM strategy from broad outreach to precision targeting, focusing their efforts on the highest-fit A and B-tier accounts across their funnel. 

Here’s what worked:

• Hyper-personalized advertising - Instead of generic display ads, PitchBook launched ads tailored by account name, product relevance, and lifecycle stage, creating relevance from the very first impression.
• Smart account prioritization - They streamlined from 10,000+ accounts to a tightly focused list of high-fit targets, cutting cost per click by 38% in just two weeks (from $29 to $18).
• Ad-informed sales timing - Marketing delayed sales handoff for cold accounts, ensuring reps reached out only after a full 30-day engagement window. This built brand familiarity and improved response rates.

Results:

1. 14.9% faster sales cycle.
2. 24.3% higher win rate on influenced deals.
3. 36.9% higher average deal size.
4. 31.8% of closed-won pipeline influenced by ads.

This campaign proves what effective ABM looks like in 2025: fewer accounts, deeper personalization, smarter handoffs, and tighter marketing-sales alignment. 

It’s not about more leads - it’s about the right accounts, engaged the right way.

What does the future look like for ABM?

ABM of the future will be more than just hyper-personalized.

It will also be predictive, autonomous, and orchestrated across every step of the buyer’s journey.

As GTM teams face pressure to do more with less, AI is becoming the engine behind next-gen ABM strategies. 

Instead of just identifying who to target, AI can now help decide when, where, and how to engage, and in many cases, it can execute that engagement autonomously.

I’m not just talking about scoring leads or generating insights. 

AI in ABM is now being used to:

1. Auto-prioritize accounts based on real-time intent signals from websites, email, chat, and third-party research intent.
2. Segment audiences dynamically based on fit and behavior, not static ICP rules.
3. Generate personalized messaging across email, LinkedIn, SMS, and ads at scale.
4. Automate outreach through AI SDRs, especially for warm but mid-priority leads that humans often can’t reach quickly enough.
5. Trigger full-funnel workflows, like warming up accounts with ad impressions, chatbot touches, and follow-up sequences, all without manual handoffs.

This is the foundation of what we call ABM 2.0 at Warmly.

Let’s say a VP of Operations at a target account visits your pricing page, interacts with your chatbot, and opens an email.

Well, Warmly picks that up in real-time. 

Instead of waiting for a rep to manually follow up, that contact is routed into a tailored AI SDR campaign powered by our integration with 11x. 

From there, autonomous AI SDR agents launch a personalized outreach sequence across email, LinkedIn, or even SMS, while your human reps focus on the highest-intent conversations.

In practice, that means:

• Warm leads get AI-powered outreach immediately, without adding SDR headcount.
• High-intent leads get flagged for human follow-up, with full context at their fingertips.
• Your pipeline grows passively, even when your team is offline.

This kind of AI-led orchestration flips the traditional ABM model on its head. 

Instead of running rigid campaigns in quarterly bursts, you're now operating a 24/7, signal-based system that adapts in real time and meets buyers wherever they are in their journey.

Looking ahead, we’ll see even more intelligent use of AI in ABM:

• Fully autonomous research agents that enrich leads and accounts before any contact is made.
• AI-generated playbooks that build dynamic and personalized cadences based on buyer behavior patterns.
• Predictive engagement timing, where AI not only suggests who to reach out to, but when they’re most likely to respond, etc.

The bottom line? 

The future of ABM is no longer limited to identifying high-value accounts. It’s about orchestrating the entire buyer experience, powered by data and executed (in part) by intelligent automation.

And if that sounds complex, it doesn’t have to be. 

With platforms like Warmly, AI isn't replacing your team. 

It’s amplifying their reach, optimizing their time, and making sure no opportunity slips through the cracks.

Next steps: From inspiration to execution

Account-based marketing in 2025 isn’t about doing more - it’s about doing smarter.

As these examples show, the most successful ABM strategies aren’t necessarily the flashiest.  They’re simply the most intentional. 

They combine real-time data, smart segmentation, and personalized engagement to connect with the right people, in the right way, at the right time.

And increasingly, they’re powered by AI, from autonomous SDRs running outreach in the background to signal-based lead scoring that ensures reps never miss a high-intent opportunity.

Whether you’re refining an existing ABM motion or building one from the ground up, the takeaway is the same: ABM today is about orchestration, not just outreach. 

And that orchestration starts with the right tools.

If you’re ready to turn anonymous web traffic into warm pipeline, run personalized outreach at scale, and build a truly adaptive ABM system, Warmly can help.

Book a demo today to see how Warmly’s signal-based platform can help you identify, prioritize, and engage the accounts that actually convert.

Read more

• Account-Based Marketing vs Demand Generation: How Are They Different? [2024] - Unpacks the key differences between ABM and demand gen, including audiences, goals, tactics, and when to use each.
• 6 Tangible Benefits of Account-Based Marketing (ABM) - A breakdown of six clear, measurable advantages of using ABM to drive pipeline and boost revenue efficiency.
• What is Person-Based Marketing & Why It’s Better Than ABM - Explore how person-based marketing goes beyond account-level targeting to drive deeper, 1:1 engagement.
• Agentic AI For Marketing: Best Use Cases & Software In 2025 - Discover how autonomous AI agents are transforming marketing workflows from campaign ops to content and beyond.
• 10 Best AI Agents for Digital Marketing in 2025 [Reviewed] - A curated list of top AI agents helping digital marketers automate, personalize, and scale their efforts in 2025.
• AI Marketing Strategy: Top Use Cases and Tools - An outline of proven AI marketing strategies, with examples and tools that drive results across the full funnel.
• 10 Best Account-Based Marketing Software (ABM) in 2024 - A side-by-side review of the leading ABM platforms, comparing features, pricing, and best-fit use cases.

Finding good data is critical for any GTM organization. As the data landscape becomes increasingly complex, selecting the right B2B data providers is crucial for achieving business success. 

According to one survey, 66% of B2B and B2B2C marketers say improving data quality is a key part of their go-to-market (GTM) strategy. Additionally, data quality is crucial when developing AI tools, such as custom chatbots or AI-powered sales agents. 

As a signal-based orchestration platform, Warmly integrates with over 25 leading data providers, and our team rigorously assesses approximately 20 new providers monthly.

To hone and refine our process, we interviewed 20 Demand Generation leaders who have purchased data from hundreds of B2B data providers in their careers, developing our Data Vendor Decision Framework within our Data Team.

TLDR: You should consider more than just the quality of data when choosing a data vendor. Our Decision Framework highlights six essential factors that contribute to the overall quality of a B2B data provider: data quality, data quantity, ease of use and implementation, partnerships, legality and compliance, and data cleanliness. 

For each factor, we’ve provided clear, actionable steps, including pre-work, evaluation methods, and key red flags to be aware of.  

By evaluating all six factors for each vendor you’re considering, you’ll gain a complete picture of quality and reliability.

Six Factors to Consider When Choosing a B2B Data Provider

1. Quality of data
2. Quantity of data
3. Ease of Use & Implementation
4. Partnership Meter
5. Legality & Compliance
6. Cleanliness & Data Integrity

Resources

Email us at [email protected] for a sample CSV of Test Data for testing company-level matching for Website Identification.

Email us at [email protected] for a sample CSV of Test Data for testing person-level enrichment for Outreach.

1. Quality of Data

The quality of data has a direct impact on business decisions, making it a key consideration for organizations.  

Pre-work

Prepare test data, including examples from current vendors and internal sources. Include ideal customer matches and some incorrect data as a control test.

• Ensure that the test data represents your industry, target audience, and business use case.
• Consider including data from multiple sources to compare accuracy across different providers.

Evaluate

What percentage of your Ideal Customer Profile (ICP) data does the provider match? Ensure they do not validate incorrect data.

• Request sample reports and conduct manual spot checks on key data points.
• Assess whether the provider offers validation mechanisms to minimise inaccuracies.

Why It Matters

No data source is perfect. A provider that correctly identifies 60% of your ICP is performing well. Unrealistically high match rates can indicate low-quality data (they are truly guessing to achieve high results).

• High match rates may indicate that the vendor employs unreliable data aggregation techniques.
• False positives can be more damaging than missing out on some matches. Imagine sending a sales rep to work hundreds of false positive leads that never convert; that’s a massive waste of time.

Red Flags

If a provider claims matches on obviously incorrect data, it's a major warning sign. 

• Look for transparency in their data sourcing and cleansing methodologies.
• Avoid vendors who do not disclose their data verification processes.

2. Quantity of Data

When assessing data volume, consider:

Pre-work

Generate a large sample set (10k+ leads or IPs) for enrichment.

• Ensure the sample includes a diverse range of potential customers.
• Include identifiers like company names, domains, and other referenced data.

Evaluate

How much of your sample set does the provider match?

• Assess both absolute match rates and coverage within your target market.
• Compare results across multiple vendors to benchmark performance.

Why It Matters

Higher match rates indicate a broader reach, even if some leads fall outside your ICP.

• Some vendors specialize in niche datasets, while others offer broader but less precise data.
• A good vendor provides balanced depth and breadth of data.

Red Flags

A provider offering only one match per lead lacks depth. The best vendors provide multiple options ranked by confidence level.

• Ensure the vendor ranks and segments the data appropriately.
• Look for metadata that indicates data freshness and reliability (for example, a timestamp of the last time that data point was validated).

3. Ease of Use & Implementation

Even high-quality data is ineffective if it is challenging to implement.

Pre-work

Review technical documentation and plan a testing timeline. 

• Refer to the API documentation for clear integration instructions.
• Look at case studies or testimonials about implementation experiences.

Evaluate

Do they offer flexible APIs, real-time updates, and timely flat-file deliveries?

• Assess data refresh frequency and latency.
• Verify if they support standard data formats (e.g., CSV, JSON, XML).
• Observe how quickly they communicate with you during the testing phase.

Why It Matters

Quick, seamless integration indicates vendor maturity and minimizes operational delays. 

• A well-structured API or easy import process reduces engineering effort.
• Smooth onboarding is a sign of a strong customer support team.

Red Flags

A lack of clear service-level agreements (SLAs), low uptime commitments, or slow response times can signal potential future problems. Any vendor that has been around for less than three years.

• Ensure the vendor commits to 99.9% uptime for API reliability. 
• Confirm their response times for technical support inquiries.

4. Partnership Meter

Even the best B2B data providers can struggle to build strong relationships with their customers. However, partnership quality can be a significant factor in your overall experience with a data vendor. 

Pre-work

Conduct reference checks.

• Speak with current or former customers about their experience. 
• Research vendor reputation on platforms like G2 or Capterra.

Evaluate

Are they invested in long-term success, or do they prioritize short-term profits? 

• Look for signs of continued innovation in their roadmap.
• Assess whether they provide strategic support beyond just selling data.
• Quiz them on their strengths and weaknesses. Are they honest about their shortcomings?
• Will they work with you to get started (pay-as-you-go) and understand volume-based usage, and help you stabilize known costs in the long run (e.g., switch to an unlimited data model once you know usage)?

Why It Matters

Trust and alignment are crucial. The best vendors are partners, not opportunists.

A good vendor should offer flexibility, training, and collaborative problem-solving. Avoid companies that rely on opaque pricing or aggressive upselling.

Red Flags

Extremely low pricing often indicates high customer churn and a lack of commitment.

• Include a mandated 90-day migration window in contracts to protect against sudden service drops.
• Ensure contract terms include exit flexibility without penalties.
• Look for vendors who offer long-term engagement strategies (e.g., multi-year contracts).
• If they cannot confirm contractually, they will never sell your data to others.

5. Legality and Compliance

Data sources must be legally obtained. To verify compliance:

Pre-work

Request and review legal documentation, including Data Processing Agreements (DPAs) and privacy policies.

• Confirm compliance with GDPR, CCPA, and other relevant regulations.
• Ensure vendors provide explicit consent and opt-out mechanisms.

Evaluate

Confirm compliance with GDPR, CCPA, and other regulations. Ensure transparency in data collection. 

• Look for certifications such as ISO 27001 or SOC 2.
• Verify whether they regularly update their compliance processes (e.g., which privacy lawyers do they work with to stay informed about new and upcoming privacy laws).
• Ensure they’re a registered data broker and have them send confirmations of registration for each state for the current calendar year (as of 2025: California, Vermont, Oregon, and Texas).
• Understand their opt-out processes for individuals who wish to have their data removed or hidden.

Why It Matters

Protects your company from legal risks and maintains customer trust.

• Data privacy violations can lead to hefty fines and reputation damage. 
• Transparent vendors provide audit trails and clear accountability.

Red Flags

Vendors unwilling to provide documentation or those with vague sourcing details should be avoided. 

• Avoid companies that lack a dedicated Data Protection Officer (DPO).
• Ensure they disclose data retention and deletion policies.

6. Cleanliness and Integrity

Clean data is essential for accurate insights. To evaluate cleanliness:

Pre-work

Request documentation on data validation, update frequency, and duplicate detection. 

• Verify if they conduct manual review processes in conjunction with automation.
• Verify how frequently their datasets are refreshed.

Evaluate

What processes are in place to maintain data accuracy and integrity?

• Look for machine-learning-driven duplication and validation techniques. 
• Assess whether they offer enrichment tools to improve data quality.

Why It Matters

Outdated or incorrect data can lead to misinformed business decisions and wasted resources. 

• Clean data ensures higher accuracy in targeting and analysis.
• Efficient data hygiene practices reduce manual cleanup efforts.

Red Flags

No clear strategy for removing outdated information or for a lack of regular data quality audits. 

• Avoid vendors who cannot articulate their data hygiene process.
• Ensure they provide transparency into error rates and data refresh cycles.

Evaluating B2B Data Providers

The best data vendor isn't necessarily the cheapest or the one with the most data; it's the one that aligns best with your needs and prioritizes a long-term partnership. 

Leaders should focus on quality, quantity, ease of use, partnership, legality, and cleanliness to make informed vendor selections. 

If you’re looking for a data vendor that can pass muster, look no further than Warmly. Our dedicated data team has spent years developing our data sets and ensuring we are a great, compliant data provider for you.

How Does Warmly Stack Up Against B2B Data Providers?

1. Quality of data ✅

Warmly’s transparent data commitment means you can test our data quality with our free tier before committing to us as a data provider. Because we aggregate data from 25+ providers and cross-check it using our proprietary waterfall technique, we can validate and verify data on your behalf, ensuring it’s of the highest quality. See more in our overview of data quality.

‎

A great example of this is our Data Quality Slider, a unique feature that lets you maximize data quality (at the expense of data quantity) if you prefer. We can also use AI to help you in scoring leads and filtering data to identify the best warm leads for you.

2. Quantity of data ✅

Warmly’s transparent data commitment means you can test our data quantity with our free tier before committing to us as a data provider. Because we aggregate data from 25+ providers and cross-check it via our waterfall technique, we can validate and verify on your behalf to give the highest quantity of data. See more in our overview of data quality.

A great example of this is our Data Quality Slider, a unique feature that lets you maximize data quantity (at the expense of data quality) if you prefer. Most of our datasets are updated daily, and some are updated weekly to ensure freshness.

Feel free to compare our data quality vectors with those of another industry-leading data aggregator, 6sense.

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3. Ease of Use & Implementation ✅

With Warmly, you have complete control and flexibility over your data as you can:

• Export data via CSV.
• Export data via Webhooks.
• Push the data into your CRM.
• Push the data directly to your preferred outbound/outreach providers via our integrations (e.g., email providers like Outreach, Salesloft, and HubSpot).

We stand behind our customer reviews—see more on our reviews page and compare our Ease of Setup, Admin, and Use vectors with those of other similar services in our space.

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4. Partnership Meter ✅

Warmly is a genuine partner. We’re here to offer transparent and communicative offerings that respect your time. 

Our best-in-class customer service organization stems from years of experience in B2B data companies, and our RevOps and GTM experts are here to provide you with GTM consulting and GTM motion architecture, in addition to warm lead data. 

We are committed to driving ROI for you every step of the way, reviewing your data and that of our dozens of data providers to help you make informed decisions about your lead generation strategies.

We ensure that all our data providers are partners and provide us with essential levers, such as migration windows, flexible pay-as-you-scale models, and assurances that they will not sell any data with signed data processing agreements.

We want you to relax while we handle the negotiations and dealings with 1st, 2nd, and 3rd-party data providers.

5. Legality and Compliance ✅

Warmly is compliant with GDPR, CCPA, and SOC 2 security. Learn more at our security portal, our privacy FAQ, or email our privacy team at [email protected].

We conduct randomized privacy audits of our vendors to ensure that all vendors are registered data brokers and comply with all relevant standards.

While not required, Warmly is a registered data broker in all US states where compliance is mandated (our privacy team updates and checks this monthly).

All our data retention and deletion policies are downloadable and transparent from our security portal but from a high-level we can delete your data on demand, respond quickly to individual data deletion requests (see our compliant opt-outs here) as well as if you cease to become a customer we will delete your data within 30 days.

Contact our Data Protection Officer, Uri Steinfeld ([email protected]), with any questions.

6. Cleanliness & Data Integrity ✅

Warmly ensure clean data and data integrity as the cornerstone of how we create, collect, and distribute data. Request an NDA from your Warmly representative to gain access to our Technical Deep Dive and learn how we process data to maximize quantity, quality, and compliance. 

Because we deal with many B2B data providers, we need to merge these datasets appropriately into a clean, simplified, and de-duplicated database of records. Although no data is perfect, our cleansing process is performed daily and ensures that no duplicate data is ever added to your CRM.

Warmly: Comprehensive Data for Signal-Based Selling

The checklist above should serve as your first port of call when evaluating a new data provider. As you can see, Warmly ticks all the boxes in one solution.

Our blend of 1st, 2nd, and 3rd-party data ensures you get accurate, real-time, person-level de-anonymization data to help you identify your warmest leads and reach out to them immediately.

Ready to give Warmly a go?

Sign up for Warmly’s free plan and start exploring how our data can help you identify quality prospects instantly.

Or, book a demo to explore our data in more detail.

Additional Resources

These are our recommendations for continued learning on data vendor evaluation:

• Dataversity - Data management trends and insights.
• TDWI - Research and training in data warehousing.
• Data Quality Campaign - Tools for assessing data quality.
• G2 Data Providers - User reviews on data vendors.
• Capterra Data Providers - Software comparisons and insights.

Read More

• Best B2B Data Providers: Find the optimal B2B data platform for your use case.
• Best Lead Intelligence Software: Find the best platform for gaining critical insight into your leads.
• Best GTM Tools: Optimize your GTM strategy with some of the best GTM software on the market today.
• Warmly vs. ZoomInfo: A direct comparison of Warmly and ZoomInfo.

ZoomInfo vs. 6sense: Find out what the strengths and weaknesses of ZoomInfo and 6sense are in this comparison guide.

AI in sales is not a thing of the future - it’s already here.

From lead qualification and pipeline prioritization to full-blown outbound orchestration, AI is transforming how sales actually gets done, helping teams work smarter, close deals faster, and scale with precision.

But forget vague promises.

In this article, we’ll be diving into real-world AI in sales examples, including the workflows, tools, and strategies modern revenue teams are already using to win more with less effort.

Whether you're exploring AI for the first time or looking to uplevel your current stack, these examples will give you the clarity (and inspiration) you need to make it work.

Let’s get into it.

How is AI used in sales in 2025?

Within just a few years, AI has gone from a futuristic add-on to a core pillar of modern sales operations. 

Today, it’s not just about automating busywork - although that’s still one of its most widespread use cases. Instead, it’s about making sales teams faster, sharper, and more scalable.

Modern AI doesn’t just sit in the background running scripts. 

It actively helps sales reps prioritize the right accounts, personalize outreach at scale, spot buying signals, and even predict which deals are most likely to close. 

It learns from historical patterns, analyzes real-time behavior, and adapts based on context, giving reps the edge they need in competitive markets.

But here’s the real shift: AI is no longer limited to isolated tasks like email writing or call transcription. 

We're seeing the rise of agentic AI, that is, smart systems that can autonomously execute multi-step sales workflows with minimal human input. 

Think of outbound campaigns that launch, learn, and iterate on their own.

In the next section, we’ll look at exactly how sales teams are applying this tech in the wild with real-world examples of AI:

• Driving pipeline.
• Boosting conversions.
• Reshaping how revenue gets built.

Top 7 ways you can use AI in sales

Now that I’ve covered the basics of how AI is reshaping the sales landscape at a high level, let’s get more specific. 

What does this actually look like in action?

The first thing you need to understand is that the most effective sales teams aren’t using AI as just another tool.

Instead, they’re building their workflows around it. 

From intelligent outreach to pipeline forecasting, AI is being embedded directly into daily sales operations in ways that save time, increase precision, and drive results.

Below, I’ll walk you through some of the most impactful ways AI is being used in sales right now - many of which we’ve tested ourselves and have seen make a real difference in how teams operate and drive revenue.

1. Outbound that scales without burning out your team

Outbound prospecting is one of the most resource-intensive parts of sales. 

It takes time, research, coordination, and consistency to do it well. 

But as teams push to hit bigger pipeline goals with the same - or smaller - headcounts, the old way of doing outbound just doesn’t scale.

That’s where AI-powered outbound steps in.

Instead of relying on reps to manually build lists, write outreach, and follow up across dozens (or hundreds) of accounts, AI can take on much of that legwork. 

And not just basic automation. We’re talking about outbound that adapts in real-time to signals, personas, and past interactions.

We’ve put this into play with Warmly’s AI SDR feature, and the difference is immediate. 

The system can:

• Handle prospecting for thousands of accounts simultaneously.
• Tailor messaging based on industry, buyer intent, or job title.
• Adjust sequences on the fly based on engagement (clicks, replies, ghosting).
• Work across multiple channels, not just email.

It’s like giving your team an always-on sales assistant who never forgets to follow up, never sends a generic message, and never gets tired.

This way, instead of deciding who gets your attention, you can start covering more ground, focusing on high-value leads without sacrificing quality or personalization.

2. AI chatbots that actually feel human

Let’s be honest: most chatbots still feel like you’re yelling into the void. 

They follow rigid scripts, fail to understand intent, and often leave prospects more frustrated than informed. 

But recently, AI chat has significantly levelled up, especially when it’s tuned to the right signals.

Today, chatbots are not just about answering simple questions - they’re about starting meaningful conversations that adapt in real-time based on who the visitor is and what they’re trying to do.

That’s exactly what we had in mind when designing Warmly’s AI Chat. 

This AI-powered chatbot doesn’t just sit passively on your website. Instead, it engages visitors proactively based on behavior, past interactions, and buying intent. 

So, if someone’s poking around your pricing page or returning after a missed meeting, it knows how to tailor the message - a “Welcome back” here, a demo offer there, or quick access to key resources if someone’s in research mode.

It also stays completely on-brand. You can train it with the same messaging your reps use, so it reflects your tone, value prop, and positioning perfectly.

This means that when done right, AI chatbots can:

• Qualify leads instantly, without asking them to fill out a form.
• Respond dynamically based on real-time visitor signals.
• Surface high-value offers at just the right moment.
• Book meetings while your team sleeps.

This way, you get conversations that convert, plus a whole new way to engage high-intent leads around the clock without burning out your human reps.

3. Automated lead nurturing

Following up is one of those things everyone knows they should do, but it’s also one of the easiest to let slide. 

A lead books a demo, misses it, never replies... and before you know it, they’ve disappeared from the funnel entirely. 

Multiply that by dozens of leads a week, and the cracks start to show.

And why should you care?

Well, research shows that companies that excel at lead nurturing generate 50% more sales-ready leads at a 33% lower cost per lead. 

That’s where automated lead nurturing powered by AI steps in to save the day.

Instead of relying on manual reminders or hoping your reps remember who to follow up with, AI can automatically track lead behavior and re-engage at the right moment through personalized emails, LinkedIn messages, or even in-site chat prompts.

We’ve seen this in action with Warmly’s nurturing workflows run by the AI SDRs and the Orchestrator, which are designed to keep every lead moving. 

What makes it work is the contextual awareness:

• Each message adapts to where the lead is in their journey.
• Timing is optimized based on engagement signals.
• Sequences can span multiple channels (email + LinkedIn) for higher visibility.
• No lead gets left behind just because your team got busy.

This kind of automation is all about making sure no opportunity slips through the cracks. 

And when your follow-up game is this consistent, it’s only a matter of time before it starts showing up in your conversion rates.

4. Smarter lead scoring that helps reps focus where it counts

Not all leads are created equal, but traditional lead scoring often treats them like they are. 

Someone opens a newsletter? +5 points. Downloads a case study? +10. 

But that kind of static, rules-based approach doesn’t capture real buying intent, and it definitely doesn’t keep up with how buyers behave in 2025.

That’s where AI-driven lead scoring comes in.

It uses machine learning to analyze everything from firmographics to on-site behavior, CRM history, and real-time engagement signals to predict which leads are most likely to convert. 

Instead of just tracking activity volume, AI focuses on conversion patterns, surfacing the leads that actually move the needle.

You can see this firsthand with Warmly’s AI-powered ICP identification and signal monitoring. 

Instead of just scoring leads based on broad criteria, Warmly helps you:

• Define your ICP using deep, AI-driven research, not just basic firmographics.
• Monitor real-time buying signals across site visits, CRM enrichment, and de-anonymized data from 10+ providers.
• Automatically enrich and prioritize lead segments with contextual data.
• Route hot leads to the right rep instantly, with Slack alerts and CRM-ready notifications.

This means you’re not just guessing who to reach out to - you know beforehand who’s most likely to be interested in what you have to offer. 

Your reps will be spending more time in front of qualified leads and less time chasing dead ends.

It’s like having an AI-powered filter on your entire funnel, so what comes through is warmer, faster-moving, and way more likely to close.

5. Real-time pipeline visibility without the guesswork

Forecasting has always been part math, part magic. 

Sales leaders rely on CRM reports, rep gut feel, and last-minute spreadsheet gymnastics to predict what’s coming in. 

But with complex deal cycles, shifting buyer behavior, and distributed teams, it’s no surprise that forecasts are often off the mark.

AI is changing that by turning guesswork into clarity.

In 2025, the best-performing teams are using AI to track pipeline health and predict outcomes with far more accuracy. 

These tools analyze historical deal data, rep activity, buyer engagement, intent signals, and even deal velocity to flag risks early and highlight what’s most likely to close.

As a result, you’ll be able to:

• Understand which deals are moving and which are stalling.
• See intent patterns in real time across entire accounts.
• Make faster decisions on where to focus, without waiting for end-of-quarter reviews.

What’s especially powerful is how early these systems can surface issues:

Before a deal goes cold, before a quarter slips away, and definitely before your team wastes time on pipeline that was never real to begin with.

When AI becomes your co-pilot for forecasting, your sales process becomes a lot less reactive and a lot more predictable.

6. Real-time call intelligence that helps reps close faster

Sales calls are high stakes. 

They’re where you build trust, handle objections, and move deals forward. 

But let’s be real: in the moment, it’s easy to miss buying signals, skip a discovery question, or mishandle a pricing objection. 

And traditional coaching? It usually happens after the fact, when the momentum’s already gone.

That’s why real-time call intelligence has become a must-have.

Tools like Gong, Fireflies, and Chorus now do more than transcribe calls. 

They coach reps in real-time, suggesting relevant talk tracks, surfacing competitor mentions, and even flagging when a deal is at risk mid-conversation. 

For newer reps, it shortens the ramp-up time. For experienced ones, it keeps them sharp.

What’s just as important, though, is what happens before the call starts. That’s where Warmly’s AI Co-Pilots make a big difference.

Before a rep even joins the call, Warmly helps them:

• Identify who’s most worth talking to, based on real-time website behavior and AI-modelled intent signals.
• Personalize their outreach as Copilot breaks down why a lead is interested and even suggests what to say.
• Figure out when to transition to a face-to-face video call, turning website chats into meaningful, human interactions that build trust faster.

This combination of pre-call AI context and in-call intelligence creates a compounding advantage: your reps aren’t just reacting anymore.

Instead, they’re leading conversations with the right people, at the right time, with the right message.

And when every second on a call counts, that edge can make all the difference.

7. Personalization at scale, without the manual grind

We all know personalized outreach works. It gets more replies, builds better rapport, and ultimately converts more leads. 

The problem? Doing it well doesn’t really scale. 

Most reps either spend too much time researching every prospect or settle for generic templates that feel like spam.

AI can successfully bridge that gap.

Namely, AI can instantly generate relevant, contextual, and human-sounding messages based on real data, such as what a prospect cares about, what stage they’re in, and what’s actually going to resonate.

For example, Warmly’s Orchestrator automatically personalizes and sends messages to key stakeholders of surging accounts, using essential B2B data, intent signals, and previous interactions to tailor each message to perfection. 

It’s not just “insert {{first name}} and hope for the best.” It’s real personalization, driven by real context across hundreds or even thousands of leads.

This kind of scalable personalization helps you cut through the noise, increase reply rates, and focus rep time where it matters most - talking to the right people, with the right message, at the right time.

10 real-world AI in sales examples that you can learn from

It’s one thing to talk about what AI can do in sales and another to see it working in the wild because while theory is helpful, execution is where the real learning happens.

In this section, we’re looking at actual companies using AI to improve prospecting, close deals faster, and scale revenue right now. 

From fast-growing startups to established enterprises, these examples show how AI is being applied across different parts of the sales process and what results teams are seeing as a result.

Whether you're building your own AI playbook or just exploring what’s possible, these stories offer practical takeaways, proven strategies, and a few creative ideas worth stealing.

1. How Premikati used AI to turn anonymous traffic into qualified pipeline

Challenge: Like many B2B teams, Premikati was running multi-channel marketing campaigns but struggling to connect the dots between site traffic and real results. 

Despite getting decent volume from PPC and LinkedIn, they lacked the visibility to attribute leads, track ROI, or prioritize high-value prospects.

Solution: Enter Warmly’s AI-powered Orchestrator and AI Chat.

By combining real-time de-anonymization with signal-based segmentation, Warmly gave Premikati’s team deep insight into who was landing on their site, where they came from, and what they were doing once they arrived. 

No more guessing which campaign worked, as AI connected the dots across UTM links, page visits, and research intent.

Once identified, leads were scored and routed into personalized automated outbound sequences through Warmly’s AI Orchestrator, which was fine-tuned to:

• Identify high-intent leads matching Premikati’s ICP.
• Reach out to those leads in highly personalized LinkedIn and email sequences, leveraging the deep insights Warmly has on each lead.

And with Warmly’s AI Chat, Premikati could finally engage and convert inbound visitors instantly with no human intervention needed.

“We booked a qualified meeting from Warmly, which has never happened with our previous chatbots.” - Michael Buczynski, VP of Marketing.

Moreover, reps could now monitor live chat sessions, be looped into conversations with warm leads, or let the bot handle bookings thanks to AI that adapts to visitor signals in real-time.

Results:

• Better visibility into campaign performance.
• More meetings booked from inbound traffic.
• Scaled outreach with fewer manual steps.
• Expanded reach within buying committees.

💡Takeaway:

If you’re running paid campaigns without real-time lead tracking and AI-driven follow-up, you’re flying blind, as all the qualified website traffic will fall through the cracks.

Use AI to segment traffic, personalize engagement, and orchestrate outreach automatically, so every visitor has a path to pipeline.

2. How Kandji used a sophisticated AI-powered chatbot to book 2 qualified meetings in just 8 minutes

Challenge: Kandji, an Apple device management platform, needed a faster and more scalable way to turn website visits into real sales conversations without burdening its sales team with more manual work. 

Like many high-growth companies, they were looking for ways to generate pipeline more efficiently without sacrificing personalization or timing.

Solution: Kandji adopted Warmly’s AI Chat to engage visitors at the exact moment of interest. 

The AI chatbot delivered personalized, company-specific messages based on real-time visitor identification, and it did so without reps needing to monitor the site around the clock.

Just weeks after implementing Warmly, Kandji’s team saw the impact: two qualified meetings were booked within 8 minutes.

Slack notifications alerted their reps the moment a high-intent lead responded to the AI, allowing the team to jump into the chat, continue the conversation as real humans, and guide prospects straight into booked calls. 

It was a seamless handoff from Warmly’s AI to Kandji’s sales team.

Results:

• 2 qualified meetings booked in less than 10 minutes.
• Increased inbound engagement with minimal human effort.
• Personalized experiences delivered at scale.

💡 Takeaway:

Timing matters more than ever. 

With AI-powered chatbots, you don’t need a rep online 24/7. You just need to be ready when it counts. 

Set up real-time alerts, craft smart AI responses, and create seamless handoffs. 

That’s how you turn intent into action at scale.

3. How StraightIn closed $10K in 2 weeks with AI-powered prospecting

Challenge: StraightIn, a LinkedIn marketing agency, had strong website traffic and active email and social campaigns, but struggled to identify who was actually visiting their site and where they were in the buying journey. 

Without clear visibility into intent signals, much of their demand gen effort was flying blind.

Solution:

Using Warmly’s AI Orchestrator and real-time visitor de-anonymization, StraightIn began tracking high-intent leads the moment they hit the site. 

Try it yourself 👇or watch it in action. 

💡Note: You will need to be on one of Warmly’s paid plans to gain access to AI Prospector. For ARC, the ROI was 200% over 6 months. 

Instead of wasting time nurturing cold prospects, the team shifted to targeting only warm visitors - people actively showing buying intent through behaviors like pricing page visits and deep scrolls.

Here’s the workflow StraightIn’s team built with Warmly’s AI Orchestrator:

• The AI feature screened for website visitors ready to buy based on granular firmographic and behavioral data and ICP fit.
• Once identified, high-intent leads were automatically segmented and added to personalized email and LinkedIn sequences.
• Some leads were also added to LinkedIn Ads campaigns, eliminating unnecessary ToFu spend.

Results: 

• Two deals closed from LinkedIn in just two weeks, totalling $10K in new revenue.
• Email engagement shot up: +9% open rate, +6% CTR, and +1% positive replies.
• LinkedIn ad spend dropped significantly while conversion quality improved.

💡 Takeaway:

The fastest way to boost ROI is to stop chasing cold leads. 

Use AI to identify high-intent visitors early, segment them smartly, and automate outreach where it matters. 

You’ll move faster, spend less, and close more, just like StraightIn did.

4. How Connectteam scaled outreach and cut no-shows by 73% using an AI SDR

Challenge: Connectteam, an all-in-one employee management app, was scaling fast, but its SDR team was maxed out. 

Traditional email and SMS campaigns weren’t cutting it, especially for reactivating older leads. 

With no bandwidth to hire more reps, and a painful 75% meeting no-show rate, the team needed a way to personalize outreach and increase capacity without adding headcount.

Their goal was to re-engage cold and closed-lost leads, reduce no-shows and keep demos full, while avoiding scaling costs and operational complexity.

Solution: Connectteam turned to 11x, deploying “Julian,” an AI-powered SDR designed to make personalized phone calls, schedule meetings, and follow up automatically. 

Julian did more than just handle cold calls, though. He monitored intent, followed up with closed-lost leads, and confirmed meetings in real time.

Results:

• Meeting no-shows dropped by 73%.
• Each SDR generated ~$30K more revenue without hiring.
• Outreach tailored by vertical, powered by real-time behavior and signals.
• Missed and stale leads re-engaged with intent-based phone outreach.

And now? 

Warmly has partnered with 11x, meaning teams can bring this same AI SDR power directly into our sales stack alongside Warmly’s existing AI capabilities, lead nurturing, and signal-based outreach capabilities, unlocking a whole new world of opportunity for our customers.

💡 Takeaway:

AI SDRs don’t just replace repetitive work.

They unlock new opportunities by engaging leads you couldn’t reach before. 

Whether it’s booking meetings or reviving cold accounts, adding an AI phone rep can immediately increase revenue without increasing headcount.

5. How InvestNext boosted reply rates by 30% with AI-personalized outreach

Challenge: InvestNext, a real estate investment management platform, had a strong value proposition, but their outbound sales motion was struggling to scale. 

Personalizing each cold email took 15–20 minutes per lead, which wasn’t sustainable for their lean sales team.

With competition growing and inboxes getting noisier, they needed a way to scale outreach without losing personalization and break through in a saturated market,

Solution: InvestNext adopted OneShot.ai, an AI-powered personalization engine designed to create smart, tailored email outreach at scale.

Rather than sending one-size-fits-all messaging or burning rep hours on manual copy-pasting, OneShot.ai automates high-quality personalization, customizing content by persona, company, and context. 

This way, InvestNext got more engagement, more replies, and more deals without hiring more reps.

Results: 

• 30% increase in reply rates (highest in company history).
• 25% lift in open rates.
• 75% reduction in time spent personalizing emails.
• Multiple deals closed from email-only sequences.

💡 Takeaway:

Scaling personalization doesn’t have to mean sacrificing quality. 

With AI, you can send better emails faster and free up your reps to focus on what actually moves the deal forward. 

If you’re still writing every cold email by hand, it might be time to let AI take the first shot.

6. How a BPO scaled outbound calls to 500K+ patients using an AI-powered virtual assistant

Challenge: This Dallas-based BPO was growing fast, but growth brought pressure. 

With call volumes spiking and a lean workforce, the leadership team needed a way to scale without compromising customer experience or blowing up cost per call.

One urgent use case was outreach on behalf of Medicare: informing qualifying members about free COVID-19 test kits and collecting confirmation for fulfilment. 

But there was a catch: the campaign had to go live within one week, and hiring 130 new agents to handle the expected call volume wasn’t realistic.

Solution:

The BPO partnered with Uniphore, deploying the U-Self Serve intelligent virtual assistant (IVA) to automate outbound calls at scale.

Within days, Uniphore’s team integrated the IVA with the BPO’s existing dialer and scripted voice flows using studio-quality voiceovers to replicate a human agent experience. 

The assistant was trained to confirm test kit requests, answer FAQs, and escalate complex cases to live agents with full context, enabling a smooth handoff.

What would have required 130 agents was now handled by a scalable AI layer at a fraction of the cost.

Results:

• 500K+ Medicare members engaged.
• Real-time FAQ handling and confirmation without human reps.
• Rapid go-live in under 1 week.
• ~$2 saved per call in operational costs.

💡 Takeaway:

AI doesn’t just reduce support costs. It unlocks entirely new outreach campaigns that would otherwise be too expensive or resource-heavy to run. 

For lean teams under pressure to scale, virtual assistants offer a fast, flexible path to reach more people, faster.

7. How Whatfix built a more confident sales team with AI-powered knowledge access

Challenge: Sales success isn’t just about product features - it’s about confidence. 

At Whatfix, a digital adoption platform, new reps often struggled to find the right information at the right time. 

The key issue was that salespeople aren't proactive learners by nature. They need knowledge delivered when it's immediately relevant, not weeks in advance.

But with content spread across documents, slides, and sales enablement platforms, knowledge accessibility was a bottleneck. 

The team needed a solution that could surface accurate, context-specific answers instantly and on demand.

Solution: Whatfix turned to Docket, an AI-powered knowledge assistant that gives sales reps real-time answers to product, positioning, and competitive questions with no digging or document-hunting required.

Docket was set up specifically for new hires, embedding itself into their daily workflow. 

Now, instead of pinging managers or wading through folders, reps can simply ask a question and get a short, accurate, and confident response right when they need it.

Results:

• New reps are empowered from day one.
• Product knowledge is more accurate and consistent across the team.
• Sales conversations are more confident, credible, and effective.
• Establishing a self-serve learning culture without forcing reps into structured training.

💡 Takeaway:

Sales teams need faster access to the right content, not more content. 

AI knowledge assistants like Docket meet reps where they are, reduce hesitation, and turn every sales conversation into a more confident one. 

If your team is constantly asking, “Where do I find that?”, this is the fix.

8. How an insurance provider cut costs by 45% and sped up renewals with AI voice agents

Challenge: A major insurance provider was facing a wave of operational pain: overwhelmed call centers, long wait times, missed policy renewals, and rising agent workloads. 

Customers were frustrated by delays, confused by complex renewal processes, and increasingly at risk of churning.

The company needed a way to reduce costs, boost retention, and deliver a better experience without overloading its team.

Solution: They turned to Convin’s AI-powered call automation, deploying voice agents to handle routine policy renewal calls at scale. 

Instead of relying solely on human agents, AI took on the heavy lifting by proactively reminding customers about upcoming renewals, answering FAQs, and completing the process over the phone in minutes.

The system even handled multilingual support and personalized conversations based on customer profiles, helping policyholders feel heard without ever waiting on hold.

Results:

• 36% faster renewal processing, thanks to automated reminders and real-time voice interactions.
• 50% reduction in agent workload, freeing up human reps for complex or high-risk cases.
• 45% cut in operational costs, driven by scalable AI sales automation.
• 28% drop in policy lapse rates through proactive outreach and risk mitigation.

💡 Takeaway:

AI voice agents aren’t just a support tool - they’re a revenue driver.

If your team is buried under repeatable tasks like renewals, billing calls, or reminders, AI automation can reduce costs and boost CX at the same time.

9. How Spirit Airlines cut employee support inquiries by 76% using AI video

Challenge: With over 13,000 employees across airports, cockpits, and offices, Spirit Airlines needed a better way to communicate updated health, wellness, and benefits policies. 

Traditional methods like long emails and intranet posts weren’t cutting through, especially for mobile, deskless workers like flight attendants.

Manual video creation helped a little, but constant re-recordings made it time-consuming and hard to scale. 

This resulted in low engagement and a constant flood of employee support calls asking the same questions over and over.

Solution: Spirit turned to Synthesia, an AI-powered video platform that transforms written documents into polished, engaging videos at scale. 

Instead of writing lengthy emails or filming updates manually, the HR team now feeds content into Synthesia’s AI assistant, which creates a video draft in minutes.

These videos are embedded across internal channels (email, intranet, employee app), giving everyone easy access anytime, anywhere.

The team especially values the ability to quickly update scripts and regenerate videos without reshoots, which is crucial for communicating frequent policy changes to a constantly moving workforce.

Results:

• 76% reduction in phone-based employee support.
• 600% increase in engagement with benefits content.
• Nearly 300 videos created and updated in real time.

💡 Takeaway:

If you’re sharing important internal updates through walls of text, it might be time to switch channels. 

AI video tools like Synthesia make it easy to scale communication, increase retention, and reduce internal support burden without needing an entire production crew.

10. How Okta runs revenue in real time using AI-powered forecasting

Challenge: As a fast-scaling enterprise cybersecurity leader, Okta needed a more reliable, aligned, and proactive approach to managing revenue. 

Their revenue teams were spread across functions and tools, making it hard to answer critical questions like: 

Where are we headed this quarter? What’s at risk? And who needs to act right now?

Manual forecasting, siloed data, and reactive decision-making weren’t cutting it at scale. 

Okta needed a system to predict outcomes, surface risks, and unify the entire organization around pipeline health and execution.

Solution: Enter Clari’s AI-powered Revenue Orchestration Platform. 

Okta uses Clari daily across sales, finance, and leadership to align on pipeline status, forecast with confidence, and drive action where it matters most.

Results: 

• Accurate, real-time forecasting trusted by execs across the org.
• Faster response to pipeline risks, with opportunity scoring and trend analysis.
• Seamless team alignment through a single source of revenue truth.
• Hours saved every week by removing guesswork from sales workflows.
• Reliable data and stage hygiene driving cleaner forecasts and tighter execution.

💡 Takeaway:

Forecasting is more about good orchestration than reporting. 

With AI surfacing the right signals and risks in real time, revenue teams can act earlier, move faster, and close stronger. 

If your team is still stitching together forecasts in spreadsheets, it’s time to run revenue like Okta: live, aligned, and AI-driven.

Next steps: Making AI real inside your sales team

If there’s one theme running through every example in this article, it’s this: AI in sales is primarily about good execution.

But adopting AI isn’t about chasing the latest tool or adding another widget to your stack. 

It’s about rethinking how your team operates:

Where are reps spending time they shouldn’t be? Where are leads falling through the cracks? Where is your pipeline stalling?

Those are the friction points AI is built to solve.

This is why the smartest teams in 2025 are operationalizing AI use. 

And not with theory, but with real, practical workflows that automate the boring stuff, surface the important stuff, and give reps the context they need to sell with confidence.

If you’re ready to build your own AI-powered sales funnel, Warmly can help.

From signal-based outreach to full-cycle agentic SDRs, our platform is built to help modern sales teams work smarter, move faster, and scale without burning out.

Book a Warmly demo to see it in action and let AI do the heavy lifting. 

Read more

• 10 Ways To Use AI For Sales Enablement In 2025 [Reviewed] - Explore ten powerful ways AI is reshaping sales enablement, from onboarding to deal coaching.
• Outbound Sales Automation: Use Cases, Best Practices & Software - A practical guide to automating your outbound with real-world use cases, proven strategies, and top tools.
• AI-Powered Sales Automation: Use Cases, Examples & Software - See how AI is automating the full sales cycle with real examples, from prospecting to closing.
• How to Use AI in Your Sales and Marketing Tech Stack - Learn how to integrate AI into your existing GTM stack for smarter targeting, better engagement, and faster results.
• AI for Sales Prospecting: How to Use It? [2025] - Discover how AI is transforming sales prospecting, finding the right accounts, surfacing intent, and starting more conversations.
• AI in Sales and Marketing: How to Get More Sales? - A high-level look at how AI is driving more pipeline and revenue across both sales and marketing.
• 7 Factors To Consider When Buying An AI Sales Agent In 2025 - Before investing in AI sales agents, here are the seven key things every team should think about.
• 10 Best AI Sales Calls Tools & Software in 2025 [Reviewed] - Breakdown of the top AI tools for smarter, more effective sales calls, plus what sets each one apart.
• Best 10 AI Sales Agents In 2025 [Reviewed] - A curated list of the top AI sales agents available in 2025, with insights on features, strengths, and fit.

AI advertising isn’t coming in the near future. It’s already rewriting the rules.

In 2025, the most competitive ad campaigns are both creative and intelligent. 

Powered by AI, advertisers are now automating testing, optimizing performance in real-time, and targeting with precision that was unthinkable just a few years ago.

No matter whether you’re running paid social, programmatic display, or search ads, the right AI tools can help you scale campaigns faster, spend smarter, and drive more conversions without increasing or burning out your team.

But with a growing list of platforms claiming to “optimize with AI,” knowing what actually works (and what’s just buzz) isn’t easy.

That’s where this guide comes in.

I’ve researched and reviewed dozens of platforms and came up with this list of the 10 best AI tools for advertising in 2025, based on real features, real outcomes, and real use cases, so you can cut through the noise and focus on what will actually move the needle.

Key factors to consider when buying AI tools for advertising

Before we dive into the list of top AI advertising tools, it’s worth zooming out for a second.

Choosing the right platform isn’t just about who has the flashiest features or most integrations. It’s about finding the best fit for your strategy, channels, and team.

Therefore, below are a few key things to keep in mind as you evaluate your options, as they’re what separates tools that actually drive performance from those that just add complexity.

1. Alignment with your ad channels

Not every AI tool is built for every channel. 

Make sure the platform you choose actually supports the channels you use most, whether that’s Google Ads, Meta, LinkedIn, programmatic display, or all of the above.

2. Real-time optimization capabilities

One of AI’s biggest value props in advertising is its ability to adjust campaigns in real-time. 

Look for tools that actively monitor your audience and performance data and make smart, on-the-fly adjustments, targeting the right people with the right offer at the right time.

3. Creative and copy generation features

If you're looking to save time (and mental energy), tools that generate headlines, ad variations, and visuals using AI can be a huge win. 

But it’s not just about quantity. Check if the creative actually converts and if it can be customized to match your brand voice.

4. Integration with your existing stack

Your AI tool shouldn't live in a silo. 

Make sure it plays nicely with your CRM, analytics tools, ad platforms, and any creative software you’re already using because disconnected systems = missed insights.

5. Level of control and transparency

AI shouldn’t be a black box. 

Look for platforms that give you visibility into why certain decisions are made, and let you fine-tune campaign parameters instead of fully automating everything with no human input.

6. Pricing and scalability

Some tools price based on ad spend, others on features or team size. 

Pick something that fits your budget today but won’t punish you for growing, especially if you’re scaling campaigns across multiple channels or regions.

What are the 10 best AI tools for advertising in 2025?

Here are the best AI-powered advertising tools on the market in 2025 after evaluating 30+ tools:

1. Warmly: Signal-based ad targeting.
2. Albert: Autonomous digital marketing management.
3. AdCreative: AI-powered ad creatives.
4. Proxima: Predictive analytics for improved audience targeting.
5. Jacquard: AI-generated marketing copy.
6. Birch: Automated multichannel ad management.
7. Neural.love: AI-generated visual content.
8. Madgicx: Meta ads optimization and automation.
9. Pencil: AI-powered ad generation.
10. Adzooma: PPC performance insights for seamless ad optimization.

1. Warmly

Best for: Signal-based ad targeting that aligns campaigns with real-time buyer intent, allowing you to reach the right audience at the right time.

Who is it for: B2B marketing and demand gen teams looking to run hyper-targeted, intent-driven ad campaigns across LinkedIn and other key channels.

Warmly (that’s us) offers the best AI tool for advertising with our AI-powered revenue platform built to help teams identify, engage, and convert high-intent buyers using signal-based targeting and AI-driven workflows. 

Unlike traditional ad tools that rely on static lists or guesswork, Warmly combines real-time behavioral signals with powerful orchestration to automatically serve the right message to the right prospect at the right moment.

The best part? It lets you reach warm leads not only through ads, but also through personalized onsite experiences and email and LinkedIn.

Let’s take a look at the key features that make Warmly the perfect choice for advertising.

Feature #1: Signal-based ad targeting

Warmly’s standout feature is its ability to track onsite and offsite signals - such as website visits and interactions, research intent, and social signals (e.g., LinkedIn engagement) - and leverage them to create highly targeted custom ad audiences.

For example, using Bombora intent data and Warmly’s Orchestrator, you can detect when companies are researching your competitors, integration partners, or relevant keywords. 

Warmly then syncs those companies to LinkedIn Ad audiences, triggering campaigns that speak directly to what those prospects are actively exploring.

Warmly’s DemandGen AI agent does the same, but at a higher level.

The AI agent uses all three types of intent signals to detect high-value opportunities, including them instantly in paid social campaigns across LinkedIn, Google Ads, Facebook, etc.

The result? 

A constantly refreshed audience of in-market accounts sees highly relevant ads on all the channels they live in, while your competitors are still guessing. 

It’s a scalable, automated way to increase awareness, warm up your ICP, and capture mindshare early in the buying journey.

Feature #2: Warm Offers

With Warm Offers, you can dynamically personalize offers or CTAs on your website based on a visitor’s traffic source, persona, and intent level.

Let’s say a buyer arrives via a high-intent keyword ad. 

Instead of showing them a generic landing page, Warmly’s DemandGen agent can surface a tailored message or time-sensitive offer that aligns with their use case, dramatically increasing the odds they’ll convert.

It’s not just personalization for personalization’s sake.

It’s smart, signal-based customization designed to convert pipeline-ready prospects faster.

Feature #3: AI-powered outreach workflows

Warmly doesn’t stop at ads. It also orchestrates what happens before and after someone clicks or converts.

With AI-powered lead workflows, you can automatically include each lead into specific engagement workflows based on their intent score.

For example, you can:

1. Engage high-intent leads via AI Chat - Warmly’s highly customizable AI-driven chatbot can qualify leads, answer their questions, book meetings, and loop in human reps when necessary, all the while maintaining your brand’s tone of voice and remaining context-aware.
2. Nurture leads via hyper-personalized campaigns - Warmly’s AI agents pick up warm leads in real-time, including them in tailored LinkedIn and email drip campaigns that take personalization way beyond first names and firmographics, including things like research intent, previous interactions, etc.
3. Reengage leads through retargeted ad sets - Leads who didn’t convert the first time around can be warmed up again through carefully crafted ads and warm offers tailored to their intent and actual needs.

This makes Warmly more than just an ad tool. 

In fact, it’s much fairer to say that it’s a full-funnel engagement engine that ensures no high-intent lead slips through the cracks, ever.

Try it yourself 👇or watch it in action. 

💡Note: You will need to be on one of Warmly’s paid plans to gain access to AI Prospector. For ARC, the ROI was 200% over 6 months. 

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

Pros & Cons

✅ Advanced signal tracking lets you create hyper-targeted ad campaigns.

✅ Seamless integrations with your entire sales and marketing stack, including LinkedIn Ads, Google Ads, Facebook and Instagram ads, Zapier, Bombora, CRMs, Slack, and more.

✅ Dynamic website personalization based on lead behavior and source.

✅ AI workflows that go beyond advertising and automate multi-channel outreach and follow-up.

✅ Real-time updates to ad audiences based on intent and live behavior, not static lists.

✅ Highly customizable and configurable, so teams of all sizes and experience levels can adjust it to their needs.

❌ Its most advanced features are available only on the paid plans.

2. Albert

Best for: Autonomous cross-channel campaign management and optimization.

Who is it for: Mid-size to large marketing teams aiming to scale digital advertising with minimal manual intervention.

Albert is an AI-driven marketing platform that autonomously manages and optimizes digital advertising campaigns across various channels, including search, social, and programmatic. 

Moreover, Albert enhances campaign performance and efficiency, by continuously analyzing data and making real-time adjustments, allowing teams to focus on strategy and creative development instead of manual tasks. 

Key features

• Autonomous ad management - Albert independently manages media across platforms like Google Ads, Facebook, Instagram, and YouTube, optimizing bids and campaign designs to maximize ROI. 
• Real-time analytics and insights - It provides real-time data and insights, enabling marketers to make informed decisions and quickly adapt to changing market conditions. 
• Personalization at scale - The platform personalizes ads for every audience segment, regardless of how small, using real-time insights and historical data for optimal results.

Pricing

Albert doesn’t disclose its pricing.

Contact its sales team to get a custom quote based on your advertising budget and goals.

Pros & Cons

✅ Integrates with all the major advertising platforms.

✅ Uses machine learning to learn and adjust to relevant changes on the fly.

❌ More suitable for larger organizations with substantial advertising budgets.

3. AdCreative

Best for: Quickly generating high-converting ad creatives using AI.

Who is it for: Marketers, agencies, and e-commerce businesses seeking to streamline ad creation and boost campaign performance.

AdCreative is an AI-powered platform designed to automate the creation of ad creatives, including banners, videos, and text, tailored for various advertising channels. 

By leveraging machine learning trained on a vast database of high-performing ads, it enables users to produce data-backed creatives quickly, aiming to boost conversion rates and reduce the time spent on manual design tasks.

Key features

• Uses AI to generate ad creatives - Lets you easily produce conversion-focused ad visuals in multiple formats and sizes suitable for platforms like Facebook, Instagram, Google Ads, and more. 
• Creative scoring - Allows you to assess the potential performance of each creative with AI-driven scoring, helping you prioritize assets likely to yield better results. 
• Stock image access - Provides access to a vast library of over 100 million royalty-free images to further improve ad visuals. 

Pricing

AdCreative has four pricing plans:

1. Starter: Starting at $39 and going up to $189 depending on the number of ad downloads you want, includes 2 users and 1 brand, in addition to access to all the platform’s AI features.
2. Professional: Starting at $249/mo and going up to $499/mo, includes 20 users, 3 brands, and access to Pro feature toolkit.
3. Ultimate: Starting at $599/mo and going up to $1099/mo, includes 50 users and 10 brands.
4. Enterprise: Custom pricing, has custom limits and advanced security features.

Pros & Cons

✅ Data-driven approach that helps in crafting high-performing ads.

✅ User-friendly interface suitable for users with varying levels of design expertise.

❌ Customization options are limited compared to traditional design tools.

4. Proxima

Best for: Predictive audience targeting to improve ad efficiency and ROI.

Who is it for: Consumer brands and performance marketers aiming to scale customer acquisition while reducing costs.

Proxima is a predictive data intelligence platform designed to help consumer brands identify and engage high-value customers through AI-driven insights. 

By analyzing vast datasets, Proxima enables marketers to optimize their advertising strategies, ensuring that campaigns reach the most receptive audiences. 

This approach not only improves conversion rates but also enhances overall marketing efficiency. 

Key features

• Predictive audience scoring - Uses machine learning to score and segment audiences based on their likelihood to convert, allowing for more targeted and effective ad campaigns.
• Real-time optimization - Continuously analyzes campaign performance data to provide actionable insights, facilitating timely adjustments for improved results.
• Data security - Ensures robust protection with end-to-end encryption.

Pricing

Proxima has two pricing plans:

1. Starter: $119/mo, includes basic audience categories, unlimited users, weekly seed refreshes, etc.
2. Pro: N/A, everything in Starter, plus advanced AI audiences, customer insights, Meta industry trends, performance benchmarks, etc.

There’s also a 30-day free trial that lets you try Proxima on for size.

Pros & Cons

✅ Reduces customer acquisition costs through efficient targeting.

✅ Powered by constantly learning AI algorithms that enable real-time campaign optimization.

❌ Primarily tailored for e-commerce brands on Shopify and Meta, potentially limiting usability for B2B marketing.

5. Jacquard

Best for: Crafting hyper-personalized, brand-compliant messaging at scale across digital channels.

Who is it for: Enterprise marketing teams aiming to improve customer engagement through AI-driven, contextually relevant communications.

Jacquard is an AI-powered platform designed to automate the creation of contextually relevant, on-brand marketing messages tailored to individual consumers. 

Building upon the legacy of Phrasee, Jacquard leverages advanced natural language generation and predictive analytics to produce high-performing content across email, SMS, push notifications, and other digital channels. 

Its architecture combines generative AI with deterministic controls, ensuring brand consistency while delivering personalized experiences at scale. 

Key features

• Language² engine - Generates thousands of brand-compliant message variants in seconds, calibrated for tone, structure, and compliance, without the need for prompt engineering. 
• Neural² predictive analytics - Predicts the performance of messaging variants before deployment, selecting top-performing content based on extensive training data from over a decade of campaigns. 
• Contextual¹ personalization engine - Leverages multi-agent systems to create hyper-personalized messages by analyzing user data, contextual factors, and product information, moving beyond basic personalization tactics. 

Pricing 

Jacquard has two tiers:

1. Base Platform: Starting at $24k/year, includes one brand, language, integration, business unit, and 120 UMVs.
2. Growth Tiers: Custom pricing, based on your requirements.

Note: UMV (Unique Message Variant) is the ‘Unit of Work’ in Jacquard. “Work” goes into creating UMVs (i.e. generation, calibration, performance prediction) and they perform work when they are sent to people (i.e. performance, diversity, learning). 

Pros & Cons

✅ Delivers personalized, high-performing content at scale, boosting customer engagement.

✅ Ensures brand consistency across all messaging through deterministic controls.

❌ Primarily tailored for enterprise-level organizations, cost-prohibitive for smaller businesses.

6. Birch

Best for: Advanced ad automation and cross-platform campaign management.

Who is it for: Marketing teams and agencies aiming to streamline ad operations across platforms like Meta, Google, TikTok, and Snapchat.

Birch is an AI-driven ad automation platform designed to simplify and enhance digital advertising efforts. 

By offering customizable automation rules, real-time performance analytics, and seamless integrations, Birch enables marketers to efficiently manage and optimize campaigns across multiple advertising platforms.

Key features

• Customizable automation rules - Lets you set up complex, condition-based rules to automate tasks such as bid adjustments, budget allocations, and pausing underperforming ads, reducing manual workload. 
• Creative and audience insights - Provides tools like Ads Explorer that identify top-performing ads, current trends, and fatigued ads, helping with data-driven decision-making. 
• Real-time alerts and reporting - Triggers instant notifications via Slack or email about significant campaign changes, and generates detailed reports to monitor performance. 

Pricing

Birch has three pricing plans:

1. Essential: Starting at $49/mo for up to $10k monthly ad spend, includes smart rules, post boosting, reports, Slack integration, etc.
2. Pro: Starting at $99/mo for up to $10k monthly ad spend, includes everything in Essential, plus automated rules and strategies, Ads Explorer, top creatives and audiences, etc.
3. Enterprise: Custom pricing, includes everything in Pro, plus premium support and tech setup help.

Keep in mind that the price of the Essential and Pro plan can go up to $499/mo and $1,799/mo, depending on your monthly ad spend.

Pros & Cons

✅ Provides comprehensive insights into ad performance and audience engagement.

✅ Lots of customization options that enable you to create custom automated workflows.

❌ Has a learning curve, especially when it comes to more advanced features.

7. Neural.love

Best for: AI-powered creative asset generation and multimedia enhancement.

Who is it for: Content creators, marketers, and small businesses seeking to produce high-quality visuals and audio without extensive technical expertise.

Neural.love is an AI-driven platform offering a suite of tools for generating and enhancing digital media. 

Although this isn’t an advertising platform in itself, it can be used to create various media types, such as unique images and videos from text prompts, as well as upscale and restore photos and videos, and improve audio quality.

The platform emphasizes user-friendly design and privacy, ensuring that all files are stored securely and not used for AI training purposes. 

Key features

• AI Art Generator - Transforms text prompts into unique artworks across various styles, including photorealistic images, anime, fantasy, and more. 
• Image enhancement tools - Lets you improve image quality by upscaling resolution up to 4x, colorizing black-and-white photos, restoring old images, and refining facial details. 
• Convert image to video - Lets you transform static images into captivating MP4 videos without any video editing experience.

Pricing

Neural.love has a free forever plan that provides limited AI tool access, watermarked content, basic image edit and text generation tools.

This plan, however, omits video editing features.

If you want to generate and edit videos and access more advanced AI functionality, there are two plans to choose from:

1. Pro: Starting from €10 for 100 credits + 0,10/credit and goes up to €482 for 6,000 credits + €0,08/credit, includes everything in Free, plus access to all AI tools.
2. Pay As You Go: No monthly fee, the pricing starts at €0,19/credit and can go down to €0,13/credit if you get 6000+ credits.

Pros & Cons

✅ User-friendly interface suitable for both beginners and professionals.

✅ Supports a wide range of creative and enhancement tools.

❌ No video editing features on the free plan.

8. Madgicx

Best for: AI-powered Meta ad optimization with advanced automation and creative tools.

Who is it for: E-commerce brands, agencies, and media buyers aiming to maximize ROI through intelligent ad management.

Madgicx is an AI-driven advertising platform designed to streamline and enhance Meta (Facebook and Instagram) ad campaigns. 

It combines automation, creative insights, and performance analytics to help marketers optimize their advertising efforts efficiently.

Key features

• AI Marketer - Acts as a personal AI media assistant, providing daily optimization recommendations based on account data to improve ad performance. 
• Automation templates - Offers pre-built automation strategies like 'Stop Loss' and 'Surf' to manage budgets and scale campaigns effectively. 
• Ads Manager 2.0 - Provides a comprehensive view of campaign performance, allowing for real-time adjustments and asset management. 

Pricing 

Madgicx one main product package that includes all the platform’s essential features:

1. All-in-One: Starting at $39/mo for less than $1k monthly as spend and can go up to $435/mo for a spend of $50k-$100k, includes automation, ad management, analytics, and targeting.

There are also two optional add-ons:

2. Ad Library + AI Ad Generator: $29/mo, provides access to an ad library with 2M+ ads and an integrated AI ad generator.

3. One-Click Report: $29/mo, lets you build your bespoke dashboard for multi-channel performance reporting across Facebook, Google, and Shopify.

If you want to try it before committing, there’s a 7-day free trial.

Pros & Cons

✅ Real-time ad bidding optimization.

✅ Advanced ad analytics and insights.

❌ Many of its AI features are still in the development process, which makes them unstable and glitchy.

9. Pencil

Best for: AI-powered ad generation with predictive performance insights.

Who is it for: Brands and agencies aiming to scale creative production and optimize ad performance across platforms.

Pencil is an AI-driven platform designed to streamline the creation of high-performing video and image ads. 

By leveraging generative AI, Pencil enables users to produce ad creatives rapidly, reducing production time and costs. 

Additionally, the platform offers predictive analytics to forecast ad performance, allowing marketers to make data-informed decisions before launching campaigns. 

Key features

• Generative AI for ad creation - Lets you use AI to generate video and image ads quickly and seamlessly, enhancing creative efficiency.
• Predictive performance insights - Provides analytics that predict ad success, aiding in selecting the most effective creatives.
• Collaborative tools - Has features that enable the whole team to work together on creating, approving, and launching ads. 

Pricing

Pencil has two essential pricing plans:

1. Basic: Starting at $14/mo for 50 ad generations and goes up to $186/mo for 1000 generations, includes AI Magic Tools to generate text, images, video and ad creatives, real-time AI insights and performance predictions, 1 brand, etc.
2. Pro: Custom pricing, includes everything in Basic, plus bulk AI generation using feeds across audiences, markets & SKUs, unlimited users, brands & markets with entity & role access controls, etc.

There’s also a wide range of add-ons you can purchase on the Pro plan for an additional cost, such as managed GenAI Studio from 3 GenAI-first strategists, creators & creative directors, managed fine-tuning of AI models on your data, etc.

Note: The Pro plan is annual only.

Pros & Cons

✅ Lets you generate compelling ads using text prompts only.

✅ Supports a wide range of advertising platforms for broad reach.

❌ Editing features have a learning curve.

10. Adzooma

Best for: Effortless, cross-platform PPC campaign optimization based on granular performance insights.

Who is it for: PPC marketers, SMBs, and agencies that want to streamline ad performance across Google, Microsoft, and Meta.

Adzooma is a user-friendly PPC optimization platform that acts like a virtual assistant for digital advertisers. 

Designed to simplify and enhance campaign performance across Google, Microsoft, and Facebook Ads, Adzooma delivers actionable insights, performance reports, and smart recommendations all from one centralized dashboard. 

Whether you’re managing one account or many, it helps you save time, boost efficiency, and make smarter decisions with less effort.

Key features

• Performance reports - Instantly analyzes your ad accounts with reports that surface critical issues, flag opportunities, and suggest optimizations.
• Opportunities engine - Provides daily, personalized recommendations based on real campaign performance.
• SEO and web metrics reporting - Goes beyond PPC with additional reports that surface SEO insights and website performance data, helping you align paid and organic strategies for better ad relevance and higher conversions.

Pricing

Adzooma has a free forever plan that includes monthly PPC performance reports, monthly opportunity analysis, monthly SEO/web metrics reports, etc.

For more, you can subscribe to one of two paid plans:

1. Silver: $69/mo, includes weekly PPC performance reports, weekly opportunity analysis, weekly SEO/web metrics reports, unlimited users, etc.
2. Gold: $179/mo, includes daily PPC performance reports, daily opportunity analysis, daily SEO/web metrics reports, and everything in Silver.

Pros & Cons

✅ Great for beginners and pros alike with a clean, intuitive interface.

✅ Combines ad, SEO, and web performance metrics in one place

❌ Best suited for small to mid-sized teams, as larger orgs may need more granular controls.

Next steps: Make your ad strategy smarter

You’ve seen what the top AI advertising tools can do, and now it’s time to put them to work. 

Whether you're streamlining creative production, optimizing ad spend, or finally nailing intent-based targeting, the right AI platform can be the edge your campaigns have been missing.

And if precision targeting is your priority, Warmly is the place to start.

With real-time buyer signals, automatic audience orchestration, and hyper-relevant messaging, Warmly helps you show the right ads to the right people exactly when it matters most.

Book a demo with Warmly and start turning real-time signals into pipeline.

Read more

• 10 Best AI Marketing Tools for B2B Teams [2025] - Discover the smartest AI tools helping B2B marketing teams drive pipeline, automate campaigns, and personalize at scale.
• 10 Best AI Sales Tools for B2B Teams [2025] - Explore the top AI platforms transforming how B2B sales teams prospect, prioritize, and close deals faster than ever.
• 10 Best AI Sales Calls Tools & Software in 2025 [Reviewed] - See how AI is powering smarter, more effective sales calls from real-time coaching to instant follow-up automation.
• 10 Best AI Prospecting Tools & Software in 2025 [Reviewed] - Uncover the best AI tools that help reps find the right leads, at the right time, with less manual work.
• Agentic AI For Marketing: Best Use Cases & Software In 2025 - Learn how agentic AI is changing the game for marketers by running campaigns, adapting in real time, and driving outcomes autonomously.
• 10 Best AI Agents for Digital Marketing in 2025 [Reviewed] - Meet the AI agents running your next digital marketing campaign, optimizing performance, and scaling results without the headcount.
• AI Marketing Agents: Use Cases and Top Tools for 2025 - Explore how AI marketing agents are executing multi-step workflows from content creation to lead nurturing without hand-holding.
• 10 Best AI Email Agents in 2025 to Drive Pipeline [Reviewed] - Get to know the AI-powered email agents that write, send, and optimize emails to keep your pipeline moving 24/7.

AI is changing the way sales calls happen in 2025 at lightning speed.

Instead of scattered notes, awkward silences, or missed opportunities, reps now show up with smart AI sales calls tools that listen, summarize, and even coach in real time.

From live call analysis to automatic follow-ups, AI sales call tools are giving revenue teams a serious edge by:

• Boosting close rates.
• Shortening sales cycles.
• Freeing reps to focus on relationships instead of administrative tasks.

But with dozens of new tools on the market, how do you know which ones are actually worth your team’s time (and budget)?

By doing thorough research, going through each platform’s features and pros and cons, and singling out the best-performing tools, which is exactly what I did so you wouldn’t have to.

In this guide, I’ll break down the 10 best AI sales call tools and software in 2025, focusing on what they do, who they’re for, and why they matter, so you can find the right fit to power your next conversation.

Key benefits of using AI sales call tools and software

AI sales call tools aren’t just about saving time.

They’re about closing smarter, coaching faster, and scaling conversations that convert. 

Here are the biggest advantages teams are seeing in 2025 that make for enough of a reason for anyone to start implementing them in their sales operations.

1. Better call preparation

AI tools can surface key intel, like past interactions, company insights, or decision-maker details, before the call even starts. 

That means reps go in confident and context-aware, knowing exactly what to say and how to present it.

2. Real-time support during calls

Whether it’s objection handling prompts or live talk ratio tracking, real-time insights help reps adjust on the fly and keep calls on track.

This means no more awkward silences, stutters, or messed-up objection handling.

3. Less manual follow-up work

No more scrambling to write down next steps. 

Some tools offer auto-summaries and CRM sync, cutting down admin time and ensuring nothing falls through the cracks.

4. Faster onboarding 

New reps learn by doing, with AI significantly speeding up the process by giving them coaching and feedback after every call. 

That shortens ramp time and helps teams hit quota sooner.

5. Improved consistency across teams

AI ensures every call is tracked, measured, and improved. 

You get a repeatable process instead of guesswork and more reliable pipeline coverage.

6. Data-driven coaching

Rather than anecdotal feedback, managers can coach based on real patterns and performance trends. 

That means more targeted support and better rep outcomes.

What are the best AI sales call tools and software in 2025?

Here are the 10 best AI sales call tools & software on the market after evaluating 30+ tools:

1. Warmly: AI-driven agents that detect buying signals and initiate outreach on your behalf, looping in human reps when the time is right.
2. Gong: Provides conversational intelligence by analyzing sales calls to deliver insights that improve team performance and close rates.
3. Clari: Uses AI to provide real-time coaching and insights, offering instant visibility into sales calls and potential risks.
4. Synthflow AI: Offers customizable AI voice agents that handle both inbound and outbound calls, automating tasks like lead qualification, appointment scheduling, and customer support.
5. Avoma: An all-in-one AI meeting assistant that automates note-taking, call transcription, and provides conversation intelligence to enhance sales productivity.
6. Docket: Acts as an AI sales engineer, providing real-time technical support during sales calls.
7. Otter.ai: Introduces AI meeting agents that transcribe, summarize, and provide actionable insights from sales meetings.
8. Uniphore: Delivers real-time AI assistance during calls, analyzing customer emotions and intent to guide sales conversations.
9. Fireflies.ai: Automates transcription and sales calls analysis for better informed follow-ups and insights.
10. Alta: Provides AI agents that automate prospecting, research, outreach, and meeting scheduling, integrating seamlessly with various business tools.

1. Warmly

Best for: Real-time AI-driven lead engagement and conversion through personalized interactions.

Who is it for: B2B sales and marketing teams aiming to identify, engage, and convert high-intent leads efficiently.

Warmly is an AI-powered sales platform built to help B2B teams identify high-intent leads, engage them in real time, and convert them into pipeline without the usual guesswork.

From instant video chats to personalized outreach and AI-powered SDR agents, Warmly acts as a full-stack co-pilot that makes your team faster, smarter, and more human.

Let’s get a closer look at some of its key features.

Feature #1: Warm Video Call

Warmly’s Warm Video Call feature is built for one thing: helping sales teams connect with high-intent leads at the exact right moment - when interest is fresh and timing is critical.

Here’s how it works.

Once a warm lead lands on your website, instead of letting them go cold, Warmly’s AI Chat engages them in a personalized, relevant way bound to resonate with them. 

At the same time, Warmly’s AI Copilot agents monitor and analyze leads’ behavior in real-time, looking for signs of high intent and readiness to convert.

Once the Copilot detects an ICP-matching lead engaging with Warmly’s AI-driven chatbot on your website in a meaningful way, it instantly loops in human reps, enabling them to take over the conversation.

And the best part is that it doesn’t stop at chat. 

With one seamless click, Warmly transitions warm conversations into face-to-face video calls, making it easier for reps to build trust, answer questions, and move the deal forward while the lead is still hot.

And all that without leaving Warmly’s dashboard or juggling multiple tools.

The result? 

More genuine human connections, better-qualified pipeline, and a dramatically higher chance of turning site visitors into booked meetings.

You can try Warmly’s Warm Video Call feature here:

Feature #2: AI Copilot

Personalized outreach works - but not if it takes hours of manual research for every lead. 

That’s where Warmly’s AI Copilot comes in.

In addition to looping reps in warm chats, the Copilot also:

1. Surfaces the right accounts.
2. Explains why they’re a good fit.
3. Suggests tailored messaging that’s relevant to each buyer’s context (e.g., depending on whether they’re a returning website visitor or part of a new outbound sequence, etc.).

It pulls insights from real-time behavior, CRM data, firmographics, and intent signals to ensure every touchpoint feels relevant, timely, and authentic. 

This provides reps with tons of extra help before the sales call actually happens, equipping them with all the information they need to be convincing and confident.

As a result, with Warmly’s AI Copilot, reps don’t just reach out faster - they show up smarter. 

And that means less spam, more real conversations, and better outcomes across the board.

Feature #3: AI SDR

While the AI Copilot helps your team reach out with confidence, Warmly’s AI SDR takes it even further by doing the groundwork for you and warming leads up before your reps even step in.

Operating 24/7, Warmly’s agentic SDRs initiate personalized conversations with prospects across email, LinkedIn, and live chat. 

These AI-powered assistants engage new leads the moment they show interest, qualify them based on real-time data, and nurture them with follow-ups designed to keep the momentum going.

Whether it’s a first touch or reactivation of a stale lead, Warmly’s SDRs handle the repetitive (but critical) parts of outbound so your human team can focus on closing, not chasing. 

The result? Massive productivity gains, more qualified meetings booked, and a higher-quality pipeline, making it that much easier for human reps to actually score.

It’s scalable sales development, powered by AI and grounded in real human intent.

Feature #4: Better targeted prospecting

Of course, personalized outreach and automated engagement only work if you’re targeting the right leads to begin with. 

That’s where Warmly’s Agentic Marketing Ops comes in.

Rather than relying on surface-level filters like industry or company size, Warmly uses AI to build a much deeper understanding of your ICP. 

It analyzes traits across your highest-converting accounts - everything from buyer behavior and tech stack to engagement patterns - and then hunts for new leads that match those same characteristics.

This targeting engine connects seamlessly with your CRM to enrich every segment, and constantly monitors real-time signals to identify when prospects are actually showing intent.

Together with Warmly’s AI Copilot and SDRs, this creates an end-to-end system that not only reaches more leads - it reaches the right ones, at the right time, with a message that lands.

That way, once your reps actually reach out via Warm Video Calls or even traditional sales calls, they’ll have much higher chances of actually winning more deals with less friction than ever before.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

Pros & Cons

✅ Identifies and engages high-intent leads in real-time.

✅ Instantly transitions conversations from chat to video for stronger, face-to-face rapport.

✅ Real-time signal tracking helps reps prioritize the right leads at the right time, allowing you to beat your competition to the punch.

✅ Eliminates guesswork with AI Copilots that tell reps who to reach, why, and what to say.

✅ 24/7 AI SDRs handle outreach, lead nurturing, and follow-ups, with no human rep needed.

✅ AI identifies your true ICP based on granular intent data and actual behavior, not just firmographics.

✅ Seamless Slack integration keeps reps in the loop the moment a hot lead appears.

✅ Personalized conversations across email, LinkedIn, and live chat automated at scale.

❌ Its most advanced features are available only on the paid plans.

2. Gong

Best for: AI-powered conversation intelligence that transforms sales calls into actionable insights.

Who is it for: Sales teams and managers aiming to enhance performance through data-driven coaching and deal analysis.

Gong is one of the leading revenue intelligence platforms on the market, designed to capture, analyze, and turn every sales interaction into a goldmine of insights. 

By leveraging AI to surface deal risks, highlight coaching opportunities, and track pipeline health, Gong helps sales teams close more deals with less guesswork.

Key features

• Advanced call recording and transcription - Automatically captures and transcribes sales calls, providing a searchable database for review. 
• AI-driven coaching - Provides personalized feedback and performance metrics to sales reps, driving targeted improvements.
• Call Spotlight - Generates concise summaries highlighting key discussion points and actionable next steps from recorded calls. 

Pricing

Gong doesn’t have fixed subscription fees.

Instead, it urges potential users to complete a simple questionnaire and specify their team size and requirements to get a custom quote. 

Pros & Cons

✅ Enhances sales coaching by pinpointing specific areas for improvement based on call analysis. 

✅ Improves forecast accuracy through AI-driven deal insights and predictive analytics.

❌ Some users report delays in call processing and transcription availability.

3. Clari

Best for: AI-powered revenue intelligence that enhances sales call effectiveness and forecasting accuracy.

Who is it for: Sales and revenue teams seeking to improve deal execution, coaching, and pipeline management through actionable insights.

Clari is a revenue intelligence platform that helps sales teams turn every conversation into a clear next step.

With powerful AI-driven insights from sales calls, emails, and CRM data, Clari gives reps and managers real-time visibility into deal health, coaching opportunities, and pipeline risk, so nothing slips through the cracks.

Key features

• Clari Copilot - Automatically records, transcribes, and summarizes sales calls, providing actionable insights and next steps to improve sales performance. 
• Groove Dialer - Lets reps make calls directly from their workflow and allows managers to provide live coaching during calls,
• Smart Deal Summaries - Aggregates emails, call transcripts, and notes into a single AI-curated interface, saving sales reps time on deal reviews. 

Pricing 

Clari doesn’t disclose its price or information about any distinct product packages.

You have to contact its team for a quote.

Pros & Cons

✅ Real-time AI-driven call summaries provide immediate, actionable insights from sales calls.

✅ Seamless Salesforce integration ensures that call data and insights are automatically synced with CRM records.

❌ Adjusting certain features or views often requires assistance from Clari's support team, making on-the-fly customization nearly impossible.

4. Synthflow

Best for: Deploying customizable AI voice agents to automate sales calls and enhance customer interactions.

Who is it for: Sales and support teams seeking to scale outreach and customer service without increasing headcount.

Synthflow AI is a no-code platform that lets you build and deploy AI voice agents to handle sales calls, lead qualification, appointment scheduling, and customer support 24/7. 

Designed to sound human and act fast, Synthflow helps teams scale conversations without growing in size.

Key features

• No-code AI voice agent builder - Lets you design and deploy AI-powered phone agents without any coding knowledge, streamlining the setup process. 
• 24/7 multilingual support - Allows you to handle customer interactions around the clock in over 20 languages, ensuring global reach. 
• Real-time call analytics - Provides access to detailed insights into call performance, helping teams refine strategies and improve outcomes.

Pricing

Synthflow has five pricing plans:

1. Starter: $29/mo, includes 50 minutes and 5 concurrent calls, real-time booking, human transfer, etc.
2. Pro: Starts at $450/mo for 2,000 minutes, then $0.13/min, includes everything in Starter, plus workflow builder, team access, more concurrent calls, etc.
3. Growth: Starts at $900/mo for 4,000 minutes, then $0.12/min, includes everything in Pro, plus more calls and workflows, access to new features, etc.
4. Agency: $1,400/mo for 6,000 minutes, then $0.12/min, includes everything in Growth, plus more calls and workflows, white labeling, premium support, etc.
5. Enterprise: Custom, volume-based price, as low as $0.08/min, everything in Agency, plus more advanced security and customization features.

There’s also a 14-day free trial for Pro, Growth, and Agency plans.

Pros & Cons

✅ Lets you quickly and easily deploy AI voice agents without technical expertise. 

✅ High voice quality.

❌ Has a learning curve for more advanced features.

5. Avoma 

Best for: AI-powered meeting automation and sales call intelligence that improves rep productivity and call outcomes.

Who is it for: Sales teams, managers, and revenue leaders who want to streamline post-call workflows and drive performance with real-time insights.

Avoma is an AI meeting assistant and conversation intelligence platform that helps sales teams automate note-taking, extract insights from calls, and deliver personalized coaching.

As a result, reps can focus more on selling and less on manual tasks, with all relevant sales conversations being recorded and analyzed on autopilot.

Key features

• AI meeting assistant - Automatically records, transcribes, and summarizes sales calls, providing structured notes and action items.
• Real-time call analysis - Offers live insights during calls, helping reps adapt conversations on the fly.
• AI call scoring - Evaluates rep performance with AI-generated scores based on customizable criteria.

Pricing

Avoma has three pricing plans:

1. Startup: $29/user/month, includes automatic video recording, unlimited real-time transcription, unlimited AI summary notes, etc.
2. Organization: $39/user/month, includes everything in Startup, plus custom AI topics & templates, smart playlist & AI automations, limited conversation intelligence, etc.
3. Enterprise: $39/user/month with 20 seats minimum, includes everything in Organization, plus designated Success Manager, advanced security, unlimited usage intelligence, etc.

In addition to these plans, Avoma also has three optional add-ons:

1. Conversation Intelligence: $35/user/mo, includes AI coaching recommendations, AI call scoring, smart trackers, and performance dashboards.
2. Revenue Intelligence: $35/user/mo, includes AI deal risks, sales methodology tracker, AI win loss analysis, and forecasting.
3. Lead Router: $25/user/mo, includes advanced routing rules, inbound form qualification, and outbound lead hand-off.

Pros & Cons

✅ Its AI-generated summaries capture all significant points, allowing users to focus on actual meetings instead of note-taking.

✅ Easy to integrate with existing sales tools and workflows.

❌ Transcription accuracy may occasionally be messed up due to poor audio or accents.

6. Docket

Best for: Automating technical sales support and streamlining RFP responses with AI-driven precision.

Who is it for: Sales teams seeking to enhance efficiency and accuracy in technical sales calls and other customer interactions.

Docket is an AI-powered sales enablement platform that acts like a virtual sales engineer, answering technical questions, generating documents, and speeding up RFPs. 

By tapping into its proprietary Sales Knowledge Lake that contains all the info on your product, Docket helps sales teams deliver fast, accurate, and consistent responses without relying on technical staff, making each sales call flow more smoothly.

Key features

• AI Sales Engineer - Delivers instant, verified answers to complex technical questions, reducing dependency on human sales engineers.
• Sales Knowledge Lake - Centralizes and continuously updates sales knowledge from various sources, ensuring consistent and accurate information.
• Enterprise-grade security - Complies with SOC 2 Type II, GDPR, and ISO 27001 standards, ensuring data protection and privacy critical for handling highly sensitive data.

Pricing

Docket doesn’t publish any information regarding its pricing or packages.

You can book a demo to get more details.

Pros & Cons

✅ Reduces technical query response time, providing answers instantly. 

✅ Improves onboarding and training by centralizing sales knowledge. 

❌ May not fully replace the nuanced expertise of human sales engineers in highly complex scenarios.

7. Otter

Best for: Automating sales call transcriptions and generating actionable insights to streamline sales processes.

Who is it for: Sales teams and professionals seeking to improve efficiency and accuracy in capturing and using information from sales calls.

Otter is an AI-powered meeting assistant designed to transcribe, summarize, and extract actionable insights from sales calls in real time. 

With its specialized AI Sales Agent, Otter enhances sales productivity by automating note-taking, CRM updates, and follow-up communications.

Key features

• Real-time transcription - Provides live transcriptions during meetings, ensuring accurate capture of conversations. 
• AI Chat - Allows users to query past meetings and generate content like follow-up emails based on them.
• Extracts sales insights - Highlights critical sales metrics and key points, such as BANT qualifications, during calls. 

Pricing

Otter.ai has four tiers:

1. Basic: Free forever, provides 300 monthly transcription minutes and max 30 minutes per conversation, lets you import and transcribe 3 audio or video files lifetime per user, and includes essential features.
2. Pro: $16.99/user/mo, more advanced features and more minutes.
3. Business: $30/user/mo, everything in Pro, plus more minutes and admin features.
4. Enterprise: Custom price, everything in Business, plus more advanced security features.

Pros & Cons

✅ Lets you search through transcripts, enabling you to locate specific information quickly.

✅ User-friendly interface.

❌ Sometimes struggles to accurately identify and label speakers, leading to potential confusion in transcripts.

8. Uniphore

Best for: Real-time sales coaching and sentiment analysis to improve customer engagement and sales outcomes.

Who is it for: Sales teams and managers seeking to leverage AI for deeper insights into customer interactions and to enhance sales performance.

Uniphore is a conversational AI platform that enhances sales interactions by analyzing customer sentiment, providing real-time guidance, and automating post-call tasks. 

It has several distinct products that allow you to capture conversations, analyze them, and provide reps with real-time AI agent assistance.

Key features

• Enterprise recording - Captures conversations in high-quality AI-ready format with built-in audit and filtering capabilities.
• GenAI-powered conversational intelligence - Analyzes the tone and sentiment of the customer and the agent during conversations, monitors and scores quality on autopilot, and lets you extract insights by simply asking questions in natural language.
• Real-time AI sales assistant - Guides agents in real-time with next-best actions and automated sales workflows triggered by live intent detection, delivers instant answers during calls, provides coaching tips, etc.

Pricing

Uniphore doesn’t disclose any information regarding its pricing plans.

It’s best to contact its sales team for more details.

Pros & Cons

✅ The platform efficiently generates concise summaries and action items after each call.

✅ Detailed analytics and performance metrics allow managers to provide targeted coaching to sales reps.

❌ Non-transparent pricing.

9. Fireflies

Best for: Automating sales calls transcription, and analysis to extract key insights and action items.

Who is it for: Sales teams that want to gain data-driven insights into sales calls to enhance sales strategies.

Fireflies is an AI meeting assistant that records, transcribes, and analyzes sales calls to surface key insights and action items. 

It helps sales teams streamline follow-ups, improve performance, and focus on closing deals rather than note-taking.

Key features

• Automatic call recording and transcription - The platform automatically records and transcribes meetings across various conferencing platforms, ensuring accurate documentation of sales calls.
• AI-powered search - You can quickly search through transcribed conversations to find specific topics, questions, or action items, saving time on manual note review.
• Analytics dashboard - Provides granular insights into conversation metrics, such as talk-to-listen ratios and meeting participation, helping teams refine their communication approaches

Pricing

Fireflies has a free forever plan with unlimited transcriptions, limited AI summaries, 800 minutes of storage per seat, and access to some of its basic features.

More advanced users can choose from three paid plans:

• Pro: $18/user/mo, includes everything in Free, plus talk-time analytics, AI apps, etc.
• Business: $29/user/mo, includes everything in Pro, plus video recording, conversation intelligence, etc.
• Enterprise: $39/user/mo, includes everything in Business, plus more advanced security and compliance features.

Pros & Cons

✅ User-friendly interface.

✅ Highly accurate transcriptions.

❌ Occasionally experiences delays in joining meetings, potentially missing initial discussions.

10. Alta

Best for: Automating sales calls and prospecting to enhance pipeline generation and sales efficiency.

Who is it for: B2B sales and revenue teams aiming to scale outreach and optimize operations by leveraging autonomous AI agents.

Alta is an AI-powered revenue workforce platform that automates sales calls, prospecting, and revenue operations through specialized agents. 

Its AI agents - Katie (SDR), Alex (Calling), and Luna (RevOps) - work 24/7 to streamline sales processes, allowing teams to focus on closing deals.

Key features

• AI calling agent (Alex) -  Fully customizable agent that automates outbound and inbound sales calls, scoring leads, booking meetings, and updating CRM systems in real-time. 
• AI SDR agent (Katie) - Identifies buying signals, researches prospects, and executes personalized multichannel outreach across email, LinkedIn, and calls, preparing prospects for further nurturing.
• Real-time analytics - Offers comprehensive dashboards to monitor performance metrics, analyze patterns, and optimize strategies.

Pricing

Alta doesn’t have fixed fees.

Instead, its pricing is tailored to each individual user based on their bespoke needs.

To get a custom quote, fill out their website form.

Pros & Cons

✅ High-quality AI-generated voices mimic human voices almost perfectly.

✅ Its AI agents work around the clock, increasing productivity and ensuring no opportunity is missed.

❌ Some users mention it can be difficult to fully customize Alta’s agents to fit specific business needs.

Next steps: Make sure every sales call counts

One thing is clear - the way sales teams approach calls is changing fast. 

With the right AI tools in place, reps aren’t just showing up. They’re showing up informed, supported, and ready to close. 

From real-time insights and automated summaries to full-blown AI agents that handle research and outreach, today’s best platforms both optimize and transform sales calls.

If you're ready to turn conversations into conversions, book a demo with Warmly and see how AI can help your team have smarter, more impactful calls every single time.

Read more

• AI Lead Scoring: What Is It & How To Do It Right In 2025? - Learn how AI is redefining lead scoring in 2025 with smarter, data-driven prioritization that boosts conversions.
• AI-Powered Sales Automation: Use Cases, Examples & Software - Explore how AI is automating every stage of the sales cycle with real-world tools and use cases.
• 10 Best AI Prospecting Tools & Software in 2025 [Reviewed] - Discover the top AI tools that are helping sales teams prospect faster, smarter, and more effectively.
• How to Use AI in Your Sales and Marketing Tech Stack - A practical guide to integrating AI into your revenue stack to drive smarter campaigns and better pipeline.
• 10 Best AI Lead Generation Tools for B2B Teams [2025] - See which AI tools are leading the way in generating high-quality B2B leads at scale in 2025.
• AI in Sales and Marketing: How to Get More Sales? - Uncover how AI is helping teams close more deals by making sales and marketing more personalized and predictive.
• 10 Best AI Marketing Tools for B2B Teams [2025] - A curated list of the best AI tools powering B2B marketing campaigns, from content to targeting.
• AI for Sales: Best Tools & Tips [2025] - Find out which AI tools top-performing sales teams are using and how to get the most out of them.
• 10 Best AI Sales Tools for B2B Teams [2025] - Explore the leading AI platforms that are transforming how B2B sales teams operate and win deals.
• 10 Best AI Sales Assistants in 2025 [Reviewed] Meet the most advanced AI sales assistants helping reps handle outreach, follow-ups, and more completely autonomously.
• 10 Best AI SDR Agents to Win More Deals in 2025 - Review the top AI SDRs built to scale prospecting, warm leads, and book meetings while your reps handle selling.

AI isn’t just transforming how we sell - it’s transforming how we enable sales.

In 2025, sales enablement is no longer just about decks, playbooks, and training. 

It’s about giving reps real-time intelligence, content tailored to the moment, and tools that help them close faster with less guesswork. 

That’s where AI sales enablement comes in.

From surfacing the right collateral mid-call to predicting which deals need attention (and why), AI is reshaping how revenue teams operate, making them smarter, faster, and more focused.

In this article, I’ll break down the most powerful, practical ways AI is leveling up sales enablement that work equally well for enabling a team of 5 or 500.

The results of applying these use cases yourself? More pipeline, higher win rates, and getting more out of every rep without burning them out.

Let’s dive in.

How is AI being used for sales enablement in 2025?

In 2025, AI has evolved from a supplementary tool to a central component in sales enablement strategies, driving faster onboarding, smarter selling, and more productive teams.

Namely, sales enablement isn’t just about content libraries and rep training anymore. 

It’s about intelligence. Context. Timing. And delivering the right support at every stage of the deal cycle, which is exactly what AI enables.

AI is being woven into the sales stack in ways that help reps spend more time selling and less time searching, guessing, or second-guessing. 

It powers everything from intelligent coaching and knowledge surfacing to deal prioritization and pipeline analysis, quietly working behind the scenes to boost rep confidence and performance.

For enablement leaders, this shift means moving beyond static playbooks. 

With AI, enablement becomes dynamic: adapting to buyer behavior, surfacing what works, and optimizing as you go.

In the next section, we’ll break down exactly how teams are using AI across the enablement journey from onboarding and training to active deal support and beyond.

What are the benefits of using AI for sales enablement?

When deciding whether to apply new technology to tested and tried systems, there’s one question everyone wants answered first:

What’s in it for me?

Well, implementing AI in sales enablement offers numerous advantages, including:

1. Increased efficiency - Automating routine tasks and providing real-time insights streamlines the sales process, allowing teams to accomplish more in less time.
2. Improved personalization - AI's ability to analyze vast amounts of data enables highly personalized interactions, enhancing customer satisfaction and loyalty.
3. More precise lead scoring and qualification - AI can detect hot leads that fit in your ICP faster and with higher precision than human reps, especially on scale.
4. Enhanced decision-making - Predictive analytics and data-driven insights support strategic planning and resource allocation.
5. Accelerated onboarding - Personalized training programs reduce ramp-up time for new hires, ensuring they contribute effectively sooner.
6. Consistent messaging - AI ensures that all sales materials and communications align with the company's messaging and branding, maintaining consistency across the board.
7. Makes every rep your best performer - With AI-driven real-time recommendations and suggestions, every rep, from newbies to veterans, can excel in wowing leads and closing more deals. 

So, it’s fair to say that by integrating AI into sales enablement, organizations position themselves to respond swiftly to market changes, meet customer expectations, and drive sustained growth.

Top 10 use cases of AI in sales enablement

Now that we’ve covered how AI is reshaping sales enablement and why it matters, let’s look at what that actually looks like in practice.

In 2025, AI is being deployed across the entire enablement journey: surfacing deal insights, scoring leads, guiding reps mid-call, and even reviving pipeline that would’ve been left for dead. 

These aren’t just optimizations - they’re strategic advantages.

So, let’s check out the ten real-world use cases where AI is making a measurable impact from enhanced lead generation to better rep support.

1. Smarter lead scoring that actually shows you who’s worth your time

Traditional lead scoring has always had a problem: it’s either too simple (based on basic firmographics), too static (set-it-and-forget-it rules), or too slow to reflect real buying intent. 

And in today’s market, that’s not good enough.

Modern sales teams need lead scoring that’s dynamic, data-rich, and context-aware because buyer behavior moves fast, and so should your prioritization. 

That’s where AI changes the game. 

By continuously analyzing behavioral signals, engagement patterns, company fit, and even deal progression trends, AI can help reps instantly identify which leads are worth pursuing and which ones aren’t ready yet.

Warmly’s AI lead scoring system goes several steps further. 

It doesn’t just rank leads by static rules - it learns who your best customers actually are, in depth. 

Using AI-powered ICP identification, it analyzes more than just titles or industries. 

It maps the deep, shared traits of your highest-value customers - things like buying behavior, timing patterns, and engagement signals - and then scores new leads against that model in real time.

And when those high-fit leads start showing intent? You’ll know right away. 

Warmly actively monitors dozens of warm lead signals from site visits to content engagement and enriches them with data from 10+ providers. 

That means you’re not just scoring based on assumptions. You’re scoring based on actual, verified behavior.

And to make sure no opportunity slips through, Warmly routes hot leads directly to the right reps with instant alerts in Slack or your CRM. 

The result: no more delay, no more guesswork, just focused action on the leads most likely to convert.

2. Intent signal tracking that tells you who’s ready - and why

Instead of waiting for leads to fill out forms or book a demo, the best sales teams today use AI to spot intent before the prospect ever reaches out.

AI-powered intent tracking helps reps understand who’s in market, what they care about, and when to engage. 

That means fewer cold starts and more conversations that actually go somewhere.

Warmly gives teams a real-time window into buyer intent - not just based on website visits or email clicks, but from a wide network of 1st, 2nd, and 3rd party signals. 

This means you can:

1. Identify inbound leads on your website - In addition to revealing the companies and individuals visiting your website, Warmly also tracks how they interact with it in real-time, enabling you to pinpoint high-interest opportunities from the get-go.
2. Monitor social signals - Warmly’s Social Signals track posts, comments, likes, and shares across your ICP on LinkedIn, so you can spot prospects talking about pain points you solve, jumping into high-intent conversations, or even mentioning your brand directly. 
3. Track research intent - The platform identifies companies researching competitors and topics and keywords relevant to your product, allowing you to reach those leads before the competition does and convert them.

This way, instead of blindly cold-emailing, reps can engage with full context and relevance.

You can also create intelligent segments based on these intent signals, combining them with enriched person-level data to trigger targeted nurture campaigns or outbound sequences in real-time.

The best part is that Warmly monitors these signals live. 

When something changes, like a prospect revisiting your site or a key account spiking on a competitor keyword, Warmly flags it instantly, routes it to the right rep, and recommends the best next step.

This kind of always-on, AI-powered intent tracking means your team never misses a moment of buying interest. 

Instead of chasing leads, you’re acting on them at the exact right time with the right context to convert.

3. Personalized outreach at scale without burning out your team

Buyers today can spot a generic sequence from a mile away.

“Spray and pray” outbound doesn’t just fall flat - it damages your brand. 

To break through the noise, reps need to show up with timing, context, and relevance already baked in and AI makes that possible.

Modern AI-powered outreach platforms don’t just send more messages. They send better ones. 

They track who’s engaging, what signals they’re showing, and what messaging will actually resonate. 

The result? Personalized emails and LinkedIn touches that feel handcrafted but scale like automation.

This is exactly what Warmly’s AI Orchestrator is built to do. 

It constantly monitors for on-site and off-site buying signals and intent and triggers hyper-personalized multichannel sequences without any manual lift from your team. 

Try it yourself 👇or watch it in action. 

💡Note: You will need to be on one of Warmly’s paid plans to gain access to AI Prospector. For ARC, the ROI was 200% over 6 months. 

For example, when a lead matching your ICP visits your pricing page, complains about a competitor on LinkedIn, or spikes in research activity, the Orchestrator reaches out instantly on your behalf.

And it doesn’t stop there. 

Warmly can also find all key stakeholders in an account using your connected tools (like Apollo, Demandbase, or ZoomInfo), and then multithread outreach, so you’re not just talking to one champion, but the whole buying committee.

The best part? These sequences are smart, going far beyond generic AI-written cadences. 

Warmly factors in who’s already being messaged, adjusts tone and messaging per persona, and ensures follow-ups happen automatically. 

This way, you’re not scaling spam. You’re scaling relevance. 

That means more replies, more meetings, and a bigger pipeline without growing headcount.

4. Real-time recommendations that guide reps while the deal is still in motion

In sales, timing is everything. 

You can have the perfect pitch, the right case study, and a qualified buyer… but if it’s delivered too late or buried in the wrong thread, it lands flat.

That’s why top sales teams today are leaning on AI not just for after-the-fact insights, but for real-time recommendations that help reps act in the moment when interest is highest and momentum matters.

Whether it’s suggesting the right piece of content to send after a product question, flagging a key stakeholder who just joined the call, or prompting the rep to push for a meeting while interest is peaking, AI helps reps make smarter moves, faster.

Tools like Warmly’s AI Copilot play a central role here. 

It monitors buyer engagement and context signals to recommend next steps that are timely and tailored. 

For example, if a lead is actively chatting with your AI assistant on-site, Warmly can alert your rep in real-time and even let them jump into the conversation, turning passive engagement into an instant, live interaction.

Need to make a bigger impression? 

The experience can escalate from live chat to a face-to-face video call on the spot, helping reps capitalize on interest while the lead is still hot. No delay. No scheduling friction.

Beyond interactions, Warmly also helps reps personalize their follow-up, providing intel on who the buyer is, why they’re interested, and what kind of messaging is most likely to resonate. 

It even suggests what to say, so reps don’t waste time researching or guessing.

This blend of real-time data, contextual awareness, and suggested actions means your reps are never flying blind. 

They're backed by an AI assistant that’s quietly working behind the scenes to guide them deal by deal, moment by moment.

5. Enhanced conversational intelligence and coaching

The best coaching doesn’t come from generic tips or quarterly reviews. 

It comes from the actual conversations your reps are having every single day.

AI is giving sales leaders and enablement teams something they’ve never really had before: visibility into what’s being said, how it’s landing, and what’s working in real-time, at scale.

AI-powered conversational intelligence tools like Gong, Chorus, and others, analyze sales calls in real-time or after the fact, surfacing key insights such as objection patterns, talk-to-listen ratios, missed buying signals, and competitive mentions. 

But the real power is in how AI turns these insights into action.

Instead of waiting until the end of the quarter to review performance, enablement leaders can now deliver coaching in the moment, flagging teachable moments, recommending talk tracks, and helping reps self-correct before it costs a deal.

Reps can review top-performing calls filtered by persona, vertical, or objection type, learning from the best without needing to sit in live. 

AI can even highlight moments where deals were won or lost, helping teams spot patterns and replicate success.

While platforms like Warmly don’t currently handle full post-call transcription analysis like Gong, its AI Copilot plays a complementary role by guiding reps mid-process, suggesting messaging, surfacing context, and ensuring that reps always know what to do next. 

When paired with conversational intelligence tools, it creates a continuous improvement loop: insights from calls fuel better outreach, which in turn drives better conversations.

Together, these AI capabilities enable a culture of high-performance coaching - one that’s proactive, precise, and rooted in the actual voice of the customer.

6. Adaptive sales playbooks that evolve with every conversation

Static playbooks don’t cut it anymore.

In fast-moving sales cycles, a rep flipping through a 30-page PDF often amounts to a missed opportunity. 

Today’s buyers expect personalized, relevant conversations, meaning your reps need enablement materials that adapt in real-time to what’s actually happening in the deal.

AI is making that possible with dynamic sales playbooks - living systems that update based on CRM activity, deal stage, buyer behavior, and even competitor involvement. 

Instead of following a rigid script, reps get contextual guidance: which case study to share next, what objection might come up, who else to bring into the conversation, and when to push for a meeting.

These AI-powered playbooks serve as real-time sales assistants, surfacing what to do, say, or send at each touchpoint. 

They remove guesswork, shorten decision-making, and align sales execution with the strategy that’s proven to work.

Imagine this: A rep is mid-cycle with a fintech buyer. 

The AI system detects that similar deals recently included security-related concerns and suggests a relevant security one-pager before the buyer even raises the issue. 

Or it flags that the VP of Ops just joined the opportunity in Salesforce and recommends a tailored email sequence for that persona, along with talking points from past successful deals.

Some platforms even layer in win-loss data, product updates, and pricing changes to keep guidance current. 

That means your reps are never outdated, out of sync, or out of touch with what’s actually converting right now.

This shift from rigid manuals to intelligent, real-time guidance is probably one of the most impactful changes AI has brought to sales enablement. 

It empowers reps to sell with confidence, alignment, and precision, no matter their experience level.

7. AI-powered onboarding that learns on the go

Getting new reps up to speed has always been one of sales enablement’s biggest challenges. 

Traditional onboarding with slides, playbooks, and shadowing can feel bloated, inconsistent, and painfully slow. 

And when reps take months to learn the ropes, pipeline suffers.

AI is changing all that for the better. 

In 2025, top-performing sales orgs are using AI-driven onboarding platforms to accelerate learning, personalize coaching, and replicate what their best reps are already doing right.

Instead of one-size-fits-all training paths, AI tailors the experience to each individual. 

It analyzes a rep’s performance in real time, identifies knowledge gaps, and dynamically serves up the right content, whether that’s objection-handling videos, competitor battlecards, or call recordings from top performers handling similar scenarios.

Some tools go further, simulating real conversations using generative AI and giving reps a safe space to practice discovery, handle tough objections, and get immediate feedback before ever talking to a prospect. 

Others track engagement and results to build a profile of each rep’s strengths and weaknesses, helping enablement leaders fine-tune coaching at scale.

This isn’t just about speeding up onboarding time (though it does that too). 

It’s about creating a high-performance culture from day one where every new hire learns faster, sells smarter, and starts contributing to quota sooner.

And while Warmly isn’t an onboarding platform in the traditional sense, it does give new reps a massive edge right out of the gate. 

With features like AI Copilot, real-time lead insights, and automated outreach suggestions, even first-week reps can show up with context, confidence, and the kind of relevance that usually takes months to develop.

Put simply: AI flattens the learning curve. 

It helps you turn new hires into high-performers faster, and at scale.

8. Pipeline clarity without the guesswork

Managing a sales pipeline used to involve a lot of gut feeling, spreadsheets, and crossed fingers. 

But today, sales leaders aren’t relying on end-of-quarter hunches. They’re using AI to see what’s really happening across the funnel, in real-time.

AI-driven pipeline analysis transforms how teams track, assess, and act on pipeline movement. 

Instead of simply showing what’s in the funnel, AI tools can forecast deal outcomes, spot risks early, and recommend specific actions to keep opportunities moving forward.

By continuously analyzing CRM activity, engagement signals, email sentiment, and historical patterns, AI identifies the warning signs that humans often miss, such as: 

• A key stakeholder going silent.
• Reduced email frequency.
• Fewer website visits.
• Even subtle changes in tone during outreach.

It also helps revenue leaders understand why deals are stalling and how to intervene, whether that’s looping in a new persona, adjusting the messaging, or revisiting pricing strategy. 

In short: AI enables proactive deal management instead of reactive clean-up.

For enablement teams, this visibility is gold. 

It allows them to spot patterns across reps, increase support where it's needed most, and fine-tune content or playbooks based on actual deal behavior.

And for reps, it means getting clear, actionable recommendations without digging through dashboards or second-guessing what to prioritize.

While Warmly doesn’t position itself as a forecasting platform, it does equip reps with the real-time insights and intent data that power smarter pipeline decisions. 

From identifying which accounts are heating up to nudging reps when it’s time to follow up, Warmly ensures every deal gets the attention it needs before it’s too late.

Simply put, AI turns pipeline from a black box into a strategic asset. 

And in high-stakes B2B sales, that visibility is a competitive advantage you can’t afford to ignore.

9. Prospecting on autopilot

Prospecting has always been a necessary evil in sales. 

It’s time-consuming, repetitive, and often the first thing reps push to the bottom of their to-do list. 

But what if your best SDR never slept, never got tired, and never missed a signal?

That’s what AI-powered prospecting delivers, which is why it’s quickly becoming a non-negotiable for high-performing teams.

Instead of spending hours scraping LinkedIn, filtering intent platforms, or writing manual outreach lists, AI prospecting tools now automate the entire process by:

• Identifying ideal accounts.
• Sourcing verified contacts.
• Prioritizing prospects based on real-time buying signals.

Warmly’s AI SDR agent is the perfect example of how AI can enhance prospecting on scale.

It acts as an always-on outbound assistant, continuously scanning for new accounts and leads that match your ICP, not just by firmographics, but by deeper behavioral and intent signals.

Using connected data sources and proprietary enrichment, Warmly surfaces decision-makers across your TAM, scores them for fit and interest, and immediately kicks off tailored outreach sequences, all without human input. 

You can prospect into hundreds (or thousands) of accounts simultaneously while keeping it personal, timely, and relevant.

The result? Massive productivity gains for your human sellers. 

Instead of manually researching and list-building, your reps start their day with qualified conversations already in motion. 

More booked meetings. More pipeline. More deals closed, and all that with far less grind.

In a world where speed to lead and precision targeting can make or break your quarter, AI prospecting isn’t just a shortcut - it’s a superpower.

10. AI-powered video that connects 

In a crowded inbox or noisy buying committee, sometimes the fastest way to build trust is with your face.

Video is one of the most powerful tools in modern sales enablement - not just for top-of-funnel engagement, but for building credibility, accelerating deals, and creating human connection at scale. 

And AI is making it easier than ever to deliver the right video, to the right person, at the right time.

AI-powered video tools help reps record once and personalize infinitely, automating greetings, inserting dynamic data (like name, company, or pain point), and recommending the best video content based on persona or deal stage. 

Some tools even analyze video engagement, like watch time, replay points, or drop-off moments, to guide smarter follow-up.

Warmly takes this a step further with real-time video engagement. 

Through Live Video Calls, reps can jump directly from a live chat session into a face-to-face video call, seamlessly transitioning from digital to personal when a lead shows strong intent. 

It’s not just reactive either. 

AI can suggest when to use video, who’s most likely to respond to it, and what format works best, whether that’s a quick Loom-style intro, a product walk-through, or a short reply to overcome a late-stage objection.

But it’s not just for buyers. Video is also transforming internal enablement.

AI-curated video libraries now allow reps to ramp up by watching top-performer calls filtered by topic, persona, or stage. 

Generative AI can summarize long videos into highlight reels or surface teachable moments automatically, so new hires don’t have to sit through hours of footage to get to the good stuff.

Sales leaders can also use AI to quickly generate training videos and personalize them on the go, allowing for easy repurposing and creating evergreen onboarding content.

In short, with the right AI-powered systems in place, video has become a scalable asset for both engaging buyers and enabling reps from day one to a closed deal.

5 best AI-powered sales enablement tools on the market

There’s no shortage of tools promising to “boost sales,” but in 2025, the ones that stand out are deeply AI-native - built not just to automate tasks, but to truly enable reps with intelligence, timing, and precision.

Whether it’s finding in-market buyers, personalizing outreach at scale, or delivering smarter coaching and content, the right AI-powered sales enablement tools help teams move faster and close with confidence.

Below, I’ve rounded up five best AI-powered sales enablement tools, including everything from automated prospecting and guided selling to dynamic video creation for outreach and training.

Let’s take a look at what’s driving results for modern revenue teams!

1. Warmly - AI-powered sales enablement for high-intent outreach

Warmly is an AI-native sales platform built to help GTM teams find, prioritize, and engage in-market buyers with precision and scale. 

From identifying high-fit leads to orchestrating personalized multichannel outreach, Warmly gives reps the context, timing, and automation they need to drive more meetings and close more deals without the manual work.

Standout features

• AI SDRs - These automate prospecting and personalized outreach across web chat, email and LinkedIn, triggered by real-time buying signals.
• AI-powered ICP scoring - Defines your true ideal customer profile based on behavioral and firmographic patterns, then targets matching accounts automatically.
• Intent signal monitoring - Tracks 1st, 2nd, and 3rd party intent signals to identify which leads are warming up and which are ready to buy right now.
• AI Copilot - Suggests exactly who to reach out to, why they're interested, and what to say, turning guesswork into guided selling.
• Warm Chat + live video handoff - Lets you instantly transition from on-site chat to live video calls with high-intent prospects, enabling real-time engagement at peak interest.
• Smart lead routing - Sends hot leads to the right rep in real time, with alerts delivered via Slack or CRM integrations so no opportunity slips through the cracks.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

2. Synthesia - Scalable AI video creation for sales training and outreach

Synthesia is a leading AI video generation platform that enables sales and marketing teams to create high-quality, personalized videos in minutes without cameras, microphones, or editing software. 

Whether you're building training content, prospecting videos, or product explainers, Synthesia makes it easy to scale video production while keeping messaging sharp and consistent.

Standout features

• AI avatars and voiceovers - Choose from over 150 AI-generated avatars and voice styles to create professional videos without the need for live recordings.
• Text-to-video builder - Turn scripts, slides, or plain text into engaging videos with just a few clicks, which is perfect for sales enablement materials or outbound messaging.
• Team collaboration tools - Manage video projects, review scripts, and collaborate across GTM teams in one shared workspace.

Pricing

Synthesia has a free plan suitable for individuals that includes just 1 user, 3 minutes of video per month and 9 AI avatars.

Agencies will need more, so you can choose from three paid plans:

1. Starter: $29/mo, everything in Free, 1 editor and 3 guests, 10 minutes per month, AI video assistant, etc.
2. Creator: $89/mo, everything in Starter, 1 editor and 5 guests, 30 minutes per month, 5 personal avatars, video dubbing, etc.
3. Enterprise: Custom pricing, everything in Creator, unlimited video minutes, 1-click translation, unlimited personal avatars, etc. 

3. Convin - AI conversation intelligence for smarter coaching and better calls

Convin is an AI-powered conversation intelligence platform that analyzes sales calls, demos, and meetings to help revenue teams improve rep performance, uncover coaching opportunities, and close more deals. 

It brings visibility into what’s actually happening in your pipeline, so leaders can coach based on real conversations, not assumptions.

Standout features

• Conversation analysis - Identifies objection handling, competitor mentions, missed cues, and talk-time ratios, giving managers detailed insights into rep performance.
• Real-time agent assistance - Offers live suggestions and prompts during calls, helping reps respond more effectively and stay on message.
• Automated QA - Reviews every call for quality and rep performance, so your team has a clear idea of what needs to be improved.

Pricing

Convin has several distinct product suites with different plans and tiers:

1. CX Suite: Includes customizable and multilingual AI agents, call summaries, automated multichannel campaigns, etc.
2. Real-Time Suite: 

• Real-Time Agent Assist: Includes agents real-time monitoring and guidance, searchable AI knowledge base, call script guidance, etc.
• Supervisor Assist: Supervisor Assist dashboard, real-time conversations visibility, observes real-time changes in sentiment trends, etc.

3. Voice of Customer: Includes AI-driven insights, AI summarization, lead propensity, CSAT, and collection scoring, etc.

4. Post Interaction Suite:

• Automated Quality Assurance: Includes 100% automated conversation scoring, omnichannel QA on calls, chats, and email, etc.
• Automated Agent Coaching: Includes AI-driven coaching session assignment, personalized and targeted sessions, peer-to-peer coaching, etc.
• AI Learning Management System (LMS): Includes agent readiness assessments, leaderboard and gamification, etc.

However, no prices are disclosed for any of the packages, so you’ll have to contact its team for a custom quote based on your needs and the features you want.

4. Dashworks - AI-powered knowledge assistant for sales teams

Dashworks is an AI-enabled search and knowledge management platform that helps sales reps find the information they need instantly. 

By connecting to tools like Google Drive, Slack, Notion, and CRMs, Dashworks acts as a central hub for sales content, competitive intel, product info, and more, eliminating time lost in digging through docs and Slack threads.

Standout features

• Unified search across tools - Reps can instantly find answers across platforms like Slack, Salesforce, Google Docs, and Confluence from a single search bar.
• AI-powered Q&A assistant - Instead of just retrieving documents, Dashworks answers sales reps’ questions directly, surfacing snippets, links, and relevant data.
• Smart onboarding - Helps new hires ramp faster by serving up curated content, answers, and best practices as they learn the sales stack.

Pricing

Dashworks has three plans:

1. Team: $12 per seat per month, no seat minimum, provides unlimited usage, core integrations, file uploads, Slackbot, etc.
2. Business: $15 per seat per month, minimum 10 seats, includes everything in Team, plus custom bots, org-wide integrations, AI customization, etc.
3. Enterprise: Custom price, includes everything in Business, plus SSO and SCIM, API access add-on, advanced analytics, etc.

5. Docket - Real-time AI sales engineer for technical selling at scale

Docket is an AI-powered platform designed to support sales teams during complex or technical sales cycles by acting as an always-available sales engineer. 

It helps reps respond to product questions, customize documents, and surface the right information during live conversations without needing to loop in experts every time.

Standout features

• AI sales engineer assistant - Instantly digs up and provides answers to technical product questions during calls, emails, or demos, reducing reliance on solution engineers.
• AI Seller - AI-powered chatbot that leverages your product data and customer insights to instantly answer on-site questions, provide relevant collaterals, etc.
• Auto-generated sales documents - Creates personalized RFPs, one-pagers, and solution briefs based on natural language prompts and your data.

Pricing

Docket doesn’t publish any information regarding its pricing or packages.

You can book a demo to get more details.

Next steps: Bring AI into your sales enablement motion

Modern sales enablement isn’t about giving reps more tools. It’s about giving them smarter ones.

AI is no longer a future play. 

It’s how top-performing teams are already finding better leads, moving faster, personalizing deeper, and winning more deals with less lift. 

Whether you’re scaling a lean team or enabling a 200-rep org, the right AI stack can transform how your GTM engine operates day to day.

If you’re looking for a platform that does more than just automate tasks - one that actually helps your team engage with the right buyers, at the right moment, with the right message - Warmly is built for that.

Book a demo and see how Warmly can power your sales enablement motion from first touch to close.

Read more

• AI Lead Scoring: What Is It & How To Do It Right In 2025? - Learn how AI is redefining lead qualification in 2025 with smarter scoring, better prioritization, and higher win rates.
• AI-Powered Sales Automation: Use Cases, Examples & Software - Explore how AI is automating sales workflows from outreach to follow-ups, and which tools are leading the charge.
• 10 Best AI Prospecting Tools & Software in 2025 [Reviewed] - A curated list of the top AI prospecting tools helping B2B teams book more meetings with less manual effort.
• Agentic AI For Marketing: Best Use Cases & Software In 2025 - Discover how self-directed AI agents are transforming marketing by executing entire workflows with minimal input.
• AI for Sales Prospecting: How to Use It? [2025] - Uncover practical ways to use AI for smarter, more targeted prospecting in today’s competitive sales landscape.
• AI in B2B Marketing: How To Use It? [2025] - See how B2B marketers are using AI to generate demand, personalize campaigns, and scale growth across channels.
• AI in Sales and Marketing: How to Get More Sales? - A comprehensive guide on how AI boosts sales performance by aligning marketing and revenue operations.
• 10 Best AI Lead Generation Tools for B2B Teams [2025] - A breakdown of the best AI tools for filling your funnel with qualified, in-market leads in 2025.
• How to Use AI in Your Sales and Marketing Tech Stack - Learn how to integrate AI into your GTM stack to streamline workflows, drive pipeline, and scale smarter.

Today, outbound sales isn’t about grinding through lists or blasting cold emails into the void. 

It’s about precision, timing, and showing up with the right message - on autopilot.

That’s precisely where outbound sales automation comes in. 

The best teams aren’t just working harder. They’re working smarter, using AI-powered workflows to handle prospecting, outreach, follow-ups, and more. 

The result? More meetings, less manual effort, and way fewer leads slipping through the cracks.

In this guide, I’ll break down what outbound automation actually looks like in practice, including real use cases, proven best practices, and the tools top teams are using to scale outbound without burning out.

Buckle up, and let’s dive in!

What is outbound sales automation?

Outbound sales automation is the process of using sophisticated technology to streamline and scale manual outbound tasks like prospecting, cold outreach, follow-ups, and lead tracking.

As a result, sales reps have more time to focus on what actually moves the needle, such as building lasting relationships and closing deals.

So, instead of having reps juggle dozens of tabs, lists, and reminders, automation tools take care of all the repetitive stuff in the background. 

Think of it as a system that consistently works the pipeline while your reps stay focused on the high-value parts of your sales funnel.

And remember: it’s not about removing the human touch. 

It’s about making sure the right message hits the right person at the right time automatically.

And today, outbound sales automation isn’t just about scheduling emails. 

Outbound automation - and automation in general - has become smarter, more personalized, and increasingly AI-driven. 

Let’s dig into some of the real benefits.

What are the benefits of outbound sales automation?

When done right, outbound sales automation does more than save time - it changes the entire sales game. 

Here’s how:

1. Scales outreach without scaling headcount - You can run personalized, multi-step sequences across hundreds of leads without adding more reps to the team, allowing you to stay lean as you grow.
2. Keeps deals moving - No more dropped follow-ups or forgotten touchpoints. Automation ensures leads stay warm and momentum doesn’t stall.
3. Improves consistency and timing - Messages go out when they should, not when someone remembers to send them.
4. Frees up your reps - Your team spends less time copying data between tools and more time on real conversations and nurturing high-value leads.
5. Boosts conversion rates - With AI and real-time signals in the mix, automation helps you hit with the right message when it actually matters.

What are the key components of outbound sales automation?

When talking about outbound sales automation, it’s important to understand that it isn’t just one tool or one workflow - it’s a system made up of several moving parts working together. 

Here’s what that system typically includes:

• Lead sourcing and enrichment - Automatically finding new contacts and enriching them with firmographic, technographic, or behavioral data, so you’re not starting with a blank list but with a highly targeted one.
• Multi-channel outreach - Coordinated touchpoints across email, LinkedIn, phone, and even calendar, all scheduled and executed automatically, based on pre-set rules or triggers.
• Sequencing & follow-up - Pre-built flows that send the right message at the right time, with logic that adapts based on replies, opens, clicks, or no response.
• Personalization at scale - Tools that dynamically insert custom snippets from job titles to recent company news without needing a rep to write each email manually.
• Analytics & performance tracking - Dashboards that show what’s working, what’s not, and where to optimize, covering everything from sequence steps to subject lines to timing.

In 2025, the best systems go beyond just automation - they’re proactive. 

Which brings us to the next point.

How has AI revolutionized outbound sales automation in 2025?

AI hasn’t just improved sales automation - it’s transformed it into a fully adaptive, self-optimizing system that works behind the scenes to maximize results with minimal manual input.

A few years ago, automation meant setting up static sequences based on pretty rigid rules and triggers and hoping for replies. 

Now? AI actively listens, learns, and adjusts based on what’s actually happening everywhere, including your inbox, LinkedIn, and across your CRM.

Here’s what that looks like in practice:

1. Smarter prospecting - AI surfaces the most relevant accounts by analyzing buying signals, role changes, tech stacks, and engagement trends in real-time, so reps can strike gold every single time.
2. Dynamic personalization - Instead of sending the same template to everyone, AI tweaks tone, length, and content to match each prospect’s profile, company news, social activity, and even previous behavior and interactions.
3. Self-optimizing sequences - AI continuously tests and improves subject lines, timing, messaging, and channels without needing a human to make manual tweaks.
4. Full-cycle orchestration - Some teams are using AI agents to manage the entire outbound workflow, from identifying the lead to booking the meeting, all on autopilot.

The result? Outbound that feels less like blind guessing and more like an actual human conversation at scale with minimal human input.

8 outbound sales automation plays that you can set up now

So what does outbound sales automation actually look like in the real world?

It’s not just tools and triggers , it’s repeatable, scalable workflows that let your team reach the right people at the right time, without reinventing the wheel for every new lead.

Below are 8 high-impact outbound automation plays that modern B2B sales teams are using to drive more pipeline with less manual effort. 

These aren’t theoretical. They’re working right now, and most can be set up in hours, not weeks, with the right tools and know-how.

1. Intent-based lead generation + awareness activation

Tools: Warmly Orchestrator + Bombora + LinkedIn Ads.

Not every outbound motion should start from a cold list. 

Some of the best leads are already “warm”, they just haven’t heard of you yet.

Namely, if a buyer is researching your competitor, that’s not a loss - it’s an opportunity. 

In fact, it's one of the most powerful triggers in outbound right now.

So, this warm outbound automation play taps into third-party intent data to identify companies actively researching solutions in your space, whether they’re:

• Googling key industry topics.
• Visiting competitor websites.
• Reading articles about tools in your ecosystem. 

The goal? Reach these accounts with relevant messaging before your competitors do.

Here’s how the play works:

Start by identifying accounts that are actively researching your competitors. 

You can do this using:

• Intent data (Bombora, G2), surfacing accounts spiking on competitor-related topics.
• Keyword alerts, using platforms like Google Alerts or SparkToro to flag public activity.
• LinkedIn engagement signals, tracking job changes or new hires at competitor customers.

Since Warmly integrates with Bombora and monitors social signals across LinkedIn, it allows you to pinpoint which companies are showing a spike in interest around specific topics, like “sales engagement software,” “revenue orchestration,” or even your direct competitors.

So, you can start by monitoring intent signals based on a custom topic list (e.g., your competitors, your integration partners, or pain points your product solves) to detect high-intent leads.

And then, using Warmly’s Orchestrator, you can:

1. Automatically trigger a specific action when a company matches your chosen criteria (for example, if they’re showing high intent around a competitor's name or researching specific industry keywords).
2. Send personalized emails or LinkedIn DMs and connection requests to them.
3. Send those accounts into a custom LinkedIn Ads audience via webhook + Zapier, where they’ll start seeing ads related to what they’re already researching.

Try it yourself 👇or watch it in action. 

💡Note: You will need to be on one of Warmly’s paid plans to gain access to AI Prospector. For ARC, the ROI was 200% over 6 months. 

For instance, if a company starts showing intent around one of your key competitors, Warmly can automatically route them into a LinkedIn Ad campaign titled “Still using [Competitor]? Here’s what to know first.” 

Alternatively, it can include them in hyper-personalized LinkedIn and/or email sequences, making sure that they’re activated and nurtured before your competition gets to them.

This gets your brand in front of decision-makers with messaging that’s highly contextual and timely.

Why this play works:

• Precision timing - You’re not guessing who might need your product. Instead, you’re engaging accounts when their interest is spiking.
• Frictionless awareness - These leads haven’t filled out a form or talked to sales yet, but you’re already warming them up with ads that match their research behavior.
• Always-on pipeline building - Because Warmly’s Orchestrator continuously listens for new intent signals and automatically triggers outreach sequences, your audience is constantly updated with net-new accounts.

2. AI-powered prospecting & cold outreach

Tools: Warmly AI Marketing Ops Agent + Warmly AI SDR Agent.

Outbound sales has always started with one question: who should we talk to next?

But in 2025, instead of spending hours building lists, researching job titles, or figuring out which messaging will resonate, you can leverage AI.

This play uses autonomous AI agents to handle top-of-funnel work end to end from identifying the right accounts to booking qualified meetings.

Here’s how this works with Warmly’s AI-powered workflow:

Step 1. Define your ideal customer profile (ICP)

This is where Warmly’s AI Marketing Ops Agent comes in.

Instead of relying on outdated ICP assumptions or static targeting criteria, the Marketing Ops Agent builds a dynamic profile of who you should be targeting based on:

• Your best-performing accounts to date.
• Closed-won opportunities across segments.
• Real-time firmographic and technographic data.
• Live engagement signals from your CRM or website.

It then continuously refreshes this target list as new data comes in, meaning your outbound engine is always aligned with your highest-converting audience.

Step 2: Generate a prospect list automatically

With the ICP defined, the agent identifies new accounts and contacts that fit your ideal criteria. 

This list can be sourced from Warmly’s cold outreach database, public databases, third-party enrichment tools, or integrations you’ve already connected (like LinkedIn, Apollo, or ZoomInfo).

Step 3: AI SDR launches multichannel outreach

Now the baton passes to Warmly’s AI SDR Agent - a fully autonomous outbound rep trained to:

• Craft cold emails and LinkedIn messages tailored to each persona and company.
• Adjust tone, length, and CTA based on audience segment.
• Monitor opens, clicks, and replies to guide follow-up.
• Automatically book meetings when a lead shows interest.

You define the high-level campaign objective (e.g., “book demos with HR tech buyers in EMEA”), and the AI SDR handles execution across channels. 

It doesn’t just follow a script - it reacts and adapts in real time.

This results in a truly autonomous outbound engine, one that knows your audience, finds the right leads, delivers tailored messaging, and fills your pipeline while your team focuses on closing.

3. Automated multistep cold outreach sequences

Tools: Warmly, Apollo, Outreach, Salesloft, or any modern sequencing platform.

Cold outreach only works when it’s structured. 

One-and-done emails? Dead on arrival. 

In 2025, outbound teams are using automated multi step sequences to create consistent, personalized, and persistent outbound motions that don’t rely on memory or manual tracking.

This play is about setting up outreach sequences that run themselves while still feeling human on the receiving end.

To make it work, you first need to build a structured campaign made of typically 6-10 touchpoints across email, LinkedIn, and optionally phone or SMS. 

Each step is automated, but designed to feel intentional and natural.

With Warmly, you get hyper-personalized outreach workflows.

Namely, the platform continuously monitors intent signals and other relevant data, which allows it to generate perfectly tailored messaging for each audience segment.

Here’s a basic breakdown of a fully orchestrated workflow using Warmly’s Orchestrator:

• Day 1: Intro email, short, personalized, focused on pain or value.
• Day 3: LinkedIn connection request.
• Day 5: Follow-up email with relevant resource (case study, blog, etc.).
• Day 7: Personalized LinkedIn DM.
• Day 10: Breakup-style email or light check-in.
• Optional: Call task or voicemail drop if that’s part of your mix.

Each step triggers automatically based on time or engagement signals. 

And the best part?

If a prospect replies, clicks a link, or connects on LinkedIn, the sequence pauses, and a human can jump in.

With this play, no leads will ever fall through the cracks. You never forget to follow up. And the system runs in the background while your reps focus on what’s working.

4. Using job change trigger for personalized outreach

Tools: Warmly, LinkedIn Sales Navigator, Clay, UserGems, Apollo, or any enrichment + sequencing combo.

One of the highest-converting outbound triggers in B2B today is a new decision-maker stepping into a fresh role.

When someone in your ideal customer profile gets promoted or changes jobs - especially into a leadership or budget-holding position - they’re often looking to make early wins, evaluate existing vendors, or bring in solutions they trust from past roles. 

And that is your window.

This play is about detecting those job changes automatically and engaging new-in-role contacts before your competitors even notice.

How it works:

• Monitor for job changes using tools like Warmly that tracks LinkedIn social signals, LinkedIn Sales Navigator (via saved leads + alerts), Apollo (job change filters + enrichment feeds), etc.

• Trigger a tailored outbound sequence as soon as the change is detected. This could look like:
• Day 1: Short email congratulating them on the new role, offering insights into how similar leaders are driving quick wins in their first 90 days.
• Day 3: LinkedIn connection request referencing their new position or company shift.
• Day 6: Follow-up email with a playbook, template, or short guide relevant to their team/function.
• Day 10: Final nudge - offer a quick call to share what’s working in their space.

Why this play works:

1. They’re open to change - People in new roles are often re-evaluating tools and strategies, especially in the first 60-90 days
2. They want early wins - Help them look good fast, not with a sales pitch, but with insights or proven strategies that they can find useful.
3. They may already know you - If they were a previous user or engaged with your brand in a past role, the trust barrier is already lower.

5. “Ghost list” reactivation

Tools: Sequencing platforms (Outreach, Apollo, Warmly) + CRM triggers.

Let’s be real - not every prospect replies. 

Some ghost after the first conversation. Others go dark mid-sequence. And many just never respond at all. 

But that doesn’t mean they’re dead leads. It just means the timing wasn’t right yet.

This outbound automation play focuses on re-engaging cold or silent leads with fresh messaging and zero manual effort, turning your “maybe later” pile into real pipeline.

This play starts by identifying leads who:

1. Opened emails but didn’t respond.
2. Replied once, then went quiet.
3. Attended a call or demo but didn’t convert.
4. Were enrolled in a sequence more than X days ago with no result.

Using your sequencing tool or CRM filters, segment out these “ghosted” leads and drop them into a reactivation campaign - a light-touch, multi-channel flow designed to restart the conversation without sounding like a chase.

A simple reactivation sequence using Warmly’s Orchestrator or another sequencing tool of choice might look like:

• Day 1: Email: “Still thinking about [pain point]?” - include a new case study, stat, or feature.
• Day 3: LinkedIn follow-up in a casual, helpful tone: “Let me know if you want a new take on [problem X]”.
• Day 6: Final check-in email or breakup message, offering an async resource or “no pressure” opt-out.

Bonus messaging angle tips:

1. Lead with something new - Product update, new case study, customer win, or fresh stat, not “just checking in”.
2. Make it low-friction - Suggest a Loom, short async reply, or quick scan resource instead of pushing for a call straight away.
3. Give them an out - Sometimes the polite breakup email gets the reply that the sales pitch didn’t.

By keeping the tone helpful, relevant, and lightly persistent, this play quietly revives deals that would otherwise be lost, all without reps manually digging through their old outreach history.

6. New funding outreach trigger

Tools: Crunchbase, Dealroom, Clearbit, Clay + sequencing platform (Apollo, Outreach, Warmly).

When a company announces new funding, everything changes, such as priorities, budgets, urgency. 

It’s a classic outbound trigger, but with automation, it becomes a reliable and scalable play to get in early, while decisions are still being made and wallets are open.

This play is about spotting funding events as soon as they happen and triggering a timely, relevant outbound motion that connects your solution to their next stage of growth.

To begin, track funding events in your target accounts using Crunchbase, Warmly Signals, Clearbit, etc.

And then, trigger a custom outbound sequence when a funding event hits. 

The messaging should reflect:

1. The size or type of round (e.g., “Congrats on your Series B - big things ahead!”).
2. The use case your tool supports at that stage (e.g., hiring, scaling ops, GTM efficiency).
3. Social proof that makes your solution a no-brainer for growth-stage teams.

A typical flow could look like:

• Day 1: Email: “Scaling post-Series B? Here’s what to avoid”.
• Day 3: LinkedIn message: “Saw the announcement - congrats! I work with similar teams scaling GTM ops after raising…”
• Day 6: Follow-up with a relevant case study or hiring-focused angle.
• Day 9: Final nudge: short video or async message offering insights.

Bonus messaging tips:

• Focus on efficiency, scalability, and speed, all key concerns for teams post-raise.
• Don’t make it all about the funding - make it about what comes next (e.g., hiring, GTM execution, onboarding challenges).
• Offer a path to value quickly, like something that shortens time to results.

With this automation in place, your system can track funding news, enrich the contact, personalize the messaging, and kick off outreach often within hours of the announcement going live.

7. Outbound ABM

Tools: Clay, Smartlead, Apollo, Warmly, any personalization engine + sequencing platform.

Sometimes, outbound needs to feel less like a campaign, and more like a conversation.

This play is a lightweight version of full-blown ABM.

It’s designed for your top 25–50 target accounts - the high-intent, high-fit prospects that deserve more than just a cold email template.

The idea is to use automation and AI to build personalized, multi-step outreach that speaks directly to each account’s context, pain points, and buying triggers at scale.

To make it work, start by creating a curated list of high-value accounts, such as best strategic fits or companies in a buying window (based on job changes, intent, funding, etc.) using a tool like Warmly’s Demand Gen Agent that lets you build highly targeted audience segments.

Then use a data enrichment platform to enrich each account with data such as:

• Recent company news.
• Tech stack.
• Job openings.
• LinkedIn activity.

Leveraging that data, generate dynamic, account-specific messaging snippets using an AI tool and push those into your outbound platform of choice to build a multichannel sequence tailored to the account’s profile:

• Day 1: Email with a personalized opening line + value proposition tied to their specific context.
• Day 3: LinkedIn connection request referencing their company milestone, industry trend, or relevant news.
• Day 5: Email with a short case study that mirrors their use case.
• Day 8: Final follow-up that offers a custom teardown, async video, or resource drop.

Why this play works:

1. You show up prepared - Prospects immediately see that you’ve done your homework, even if the message is AI-assisted.
2. It balances quality with scale - You can hit 50+ strategic accounts in parallel, without writing every email from scratch.
3. It earns replies - Personalized outreach consistently outperforms generic messaging, especially with mid-market and enterprise buyers.

8. AI-powered cold calling assistant

Tools: Koncert, Orum, Balto, Anybiz, or custom AI agents.

Cold calling has always been time-consuming and hard to scale, but in 2025, voice AI is changing that. 

This play automates parts of the cold call process using AI dialers and voice agents that can either assist reps or carry out entire calls on their own.

Keep in mind that this is not about replacing human reps completely.

Instead, it is about using automation to cover more ground, qualify leads faster, and route only real conversations to your team, letting your reps focus only on the things that actually move the needle.

Here are some examples of how you can set up an outbound cold call automation play:

1. Use an AI-powered dialer (e.g., Koncert, Orum) to rapidly call through prioritized lead lists - These tools can detect voicemails, skip bad numbers, and connect reps only when a real person answers, massively increasing talk time.
2. Deploy an AI voice agent that follows a scripted flow, handles objections, qualifies interest, and even books meetings. These agents use natural-sounding voices and can manage basic cold call conversations end-to-end.

Optionally, you can layer in a real-time coaching assistant (e.g., Balto) that can support live reps with on-call prompts, recommended responses, and objection-handling guidance.

As a result, you’ll get more conversations per day combined with smooth handoffs, as your reps will handle only the warmest leads instead of wasting time on a bunch of cold ones.

Bonus tip: Combine cold calls with multichannel follow-up.

Even if a prospect doesn’t convert on the call, hearing your name builds familiarity. 

When they later see your name in their inbox or on LinkedIn, the message feels warmer, and your response rates go up.

The 4 best outbound sales automation software on the market

You’ve seen what great outbound automation looks like in action, and now let’s talk tools.

With dozens of platforms out there promising to automate your outbound, knowing which ones actually deliver is a challenge.

So we’ve narrowed it down for you.

Below are the top four outbound sales automation platforms in 2025, each with a unique strength, from full-funnel orchestration to cold call automation. 

1. Warmly - Best for automating intent-driven outbound workflows with AI-powered agents

Warmly is purpose-built for outbound teams that want to act on real buying signals, instead of just sending cold emails. 

It connects third-party intent data, website behavior, and persona-based triggers with AI agents that prospect, engage, and book meetings autonomously. 

This makes Warmly ideal for teams looking to scale personalized outreach without scaling headcount.

Standout features

• AI agents for autonomous prospecting and engagement - Warmly has several distinct AI agents that can manage your entire outbound funnel, from defining your ICP and building targeted lead lists to engaging warm leads and pushing them further down the pipeline.
• Orchestration of multichannel sequences - The Orchestrator and AI agents tackle entire outreach sequences across channels, making sure that each message and email are personalized and optimized for success.
• Real-time signal monitoring - The platform constantly monitors on and off-site signals, identifying leads most likely to convert right now.
• Automated CRM syncing, enrichment, and cleanup - Keeps your pipeline clean and up to date by automatically enriching lead data, logging every touchpoint, and eliminating duplicate or messy records.
• B2B database - Coldly holds data on 250M+ companies and contacts, powering your outbound across levels.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $599/mo when billed monthly or $5,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

2. AnyBiz.io - Best for automating cold calls and outbound engagement with autonomous AI agents.

AnyBiz is one of the first platforms to offer fully autonomous outbound agents capable of running multichannel campaigns, including cold calls, without human intervention. 

Unlike traditional dialers that only connect reps faster, AnyBiz’s agents can handle entire conversations, qualify leads, and adapt to prospect responses on the fly. 

It’s built for scale, especially if you're targeting large volumes of accounts and want to test cold calling as part of a broader automated strategy.

Standout features 

• AI agents capable of running cold calls autonomously - AnyBiz’s AI agents can initiate, carry, and conclude cold call conversations using natural-sounding voice AI, handling objections, asking qualifying questions, and booking meetings without the need for a human rep.
• Lead qualification without rep involvement - The AI scores leads using pre-defined logic and routes only interested or high-fit leads to your calendar, eliminating the need for manual vetting.
• Multichannel outreach across email, LinkedIn, and phone - The platform supports fully automated outreach across multiple channels, enabling AI agents to sequence emails, send LinkedIn messages, and follow up with calls in a coordinated workflow.

Pricing

Anybiz has four pricing plans:

1. Starter: $499/month, includes just one outreach channel (email).
2. Business: $949/month, includes two outreach channels (email + LinkedIn).
3. Expert: $1,745/month, the first plan to include all three outreach channels (email + LinkedIn + cold calls).
4. Super Agent: $2,795/month, includes everything in Expert, plus higher usage limits.

3. Salesforge - Best for AI-driven cold email outreach with high deliverability and personalization at scale.

Salesforge is an AI-powered sales execution platform designed to automate lead sourcing, personalize email outreach, and manage follow-ups. 

Its AI sales assistant, Agent Frank, helps sales teams engage prospects effectively without increasing headcount.

Standout features

• AI-generated personalized emails - Salesforge uses its AI agent, Agent Frank, to craft unique, human-sounding cold emails tailored to each prospect’s persona and context, helping you stand out in crowded inboxes without writing each message by hand.
• Warmforge to improve email deliverability rates - The platform emphasizes inbox placement, using warmed-up sending domains, inbox rotation, and smart sending schedules to improve deliverability and avoid spam folders.
• Automated follow-up sequences - You can build and launch multistep follow-up campaigns that run on autopilot, adjusting based on engagement (opens, clicks, replies) to keep conversations moving forward without manual nudges.

Pricing

Salesforge has two plans for users who don’t want to leverage its AI agent:

1. Pro: $48/mo, includes 1 user, mailbox rotation, sentiment analysis, etc.
2. Growth: $96/mo, includes unlimited users, everything in Pro, plus exclusive features such as A/B testing, AI email reviews, and higher number of active clients and credits for sending and validating emails.

Keep in mind, though, that you can purchase more credits on both plans if you need them, meaning that the final cost might be higher than the base price.

If you want to hire Salesforge’s AI Agent, you’ll pay $499/month (billed quarterly) for up to 1,000 contacts and $24,950 for up to 50,000 active contacts.

4. Apollo -  Best for all-in-one outbound prospecting 

Apollo shines as a self-contained outbound engine: it gives reps access to a huge database of verified contacts and then lets them launch multistep sequences without ever leaving the platform. 

This makes it great for teams who want to eliminate data silos and simplify the outbound stack.

Standout features

• Massive contact database with advanced filters - Apollo gives you access to over 260 million verified contacts and powerful filtering tools.
• Built-in email, call, and task automation - You can launch fully automated outreach sequences that combine emails, phone calls, and custom tasks all managed from a single dashboard.
• Chrome extension for LinkedIn workflows - This lets you prospect directly from LinkedIn, scraping contact data, adding leads to sequences, and logging activity without switching tabs.

Pricing

Apollo has a free forever plan that includes 100 email and mobile phone finder credits, basic filters and prospecting, and two sequences.

If you need more, you can upgrade to one of three paid plans:

1. Basic: $59 per user per month.
2. Professional: $99 per user per month.
3. Organization: $149 per user per month.

What are the key metrics to consider for your outbound sales automation campaigns?

Finally, it’s important to understand that automation helps you scale - but it’s the right metrics that tell you whether your outbound is actually working or just creating noise. 

These are the core KPIs modern outbound teams track to measure performance, uncover bottlenecks, and optimize results over time.

1. Email open rate

This tells you whether your emails are making it past the inbox and into your prospects’ attention. 

It’s especially useful for testing subject lines, sender names, and delivery timing.

Why it matters: If no one’s opening your emails, the rest of your sequence doesn’t stand a chance.

2. Reply rate

This measures how many people respond to your outbound, regardless of whether they say yes, no, or “not now.” 

It’s a quick indicator of whether your message is resonating and relevant.

Why it matters: A strong reply rate signals that your targeting and messaging are aligned with your audience’s priorities.

3. Positive response rate

Not all replies are created equal. 

Tracking how many responses express genuine interest or request more information helps separate noise from actual pipeline potential.

Why it matters: This metric gets you closer to understanding how much qualified intent your automation is generating.

4. Booked meetings rate

This is one of the most concrete outcomes of outbound - how many leads end up scheduling a call, demo, or meeting. 

It connects messaging, targeting, and timing into a single result.

Why it matters: Getting actual meetings is the clearest sign that your outbound sequences are doing their job.

5. Bounce rate

Bounce rate tracks how many emails couldn’t be delivered, usually because the address was invalid or inactive. 

High bounce rates can damage your sender reputation and hurt deliverability across your domain.

Why it matters: Healthy lists are essential for keeping your outbound engine running smoothly and your emails out of spam.

6. Prospect-to-lead conversion rate

This measures how many outbound contacts turn into real sales opportunities. 

It reflects not just response rates, but quality of targeting and follow-through from your sales team.

Why it matters: It tells you whether your automation efforts are generating real pipeline, not just conversations.

7. Speed to engage (time to first touch)

This is the time between when a lead enters your system (e.g., from an intent trigger or job change alert) and when your first outreach lands. 

Automation should make this nearly instant.

Why it matters: Fast outreach increases the chances of catching a prospect while their interest or urgency is still high.

Next steps: Build smarter, faster outbound with automation

Outbound sales automation isn’t just about saving time - it’s about multiplying your impact. 

From intent-based targeting to AI-powered cold calls, the right plays combined with the right tools can turn cold outreach into consistent pipeline.

But automation only works when it’s connected to real signals, and not just static lists. 

The teams nailing outbound are the ones using AI to adapt in real time, personalize at scale, and engage prospects when it actually matters.

If you’re ready to stop guessing and start automating outbound the smart way, Warmly can help. 

With AI agents, real-time intent triggers, and multichannel orchestration built in, you’ll go from chasing leads to booking meetings automatically.

Book a demo with Warmly and see how outbound can run (and win) on autopilot.

Read more

• AI-Powered Sales Automation: Use Cases, Examples & Software - Explore how AI is transforming sales workflows with real-world automation use cases and top tools for 2025.
• Outbound Lead Generation: Top Strategies from Experts in 2025 - Explore how AI is transforming sales workflows with real-world automation use cases and top tools for 2025.
• What is Warm Outbound? Definition, Benefits & Best Practices - Break down what warm outbound really means and how it can drive more replies and meetings without the cold spray-and-pray.
• What is SaaS Sales: In-Depth Guide for 2024 - A complete guide to how SaaS sales works, including strategies, roles, and key trends shaping the industry.
• Inbound Lead Generation: Top 10 Strategies from Experts - Get 10 inbound strategies trusted by top marketers to attract, engage, and convert modern B2B buyers.
• Are AI Agents Worth It In 2025? Expectations vs. Reality - Weigh the hype vs. the results of AI agents in sales and marketing and what you should really expect.
• How to Use AI in Your Sales and Marketing Tech Stack - Learn how to plug AI into your existing systems to streamline prospecting, outreach, nurturing, and more.
• AI for Sales: Best Tools & Tips [2025] - A curated roundup of the best AI sales tools and tactical tips for teams looking to close more with less effort.
• 8 Examples of AI Marketing Automation in 2025 - See how AI is powering smarter campaigns with 8 marketing automation examples you can learn from or copy.
• AI for Sales Prospecting: How to Use It? [2025] - Everything you need to know to use AI for faster, more accurate, and more scalable sales prospecting.
• AI Lead Generation: How to Use AI to Get More Leads in 2024 - A practical guide to using AI to find, qualify, and convert leads without relying on outdated tactics.

AI lead scoring is quietly becoming one of the most powerful tools in a revenue team’s stack.

Instead of relying on gut instinct or outdated point systems, it uses real-time behavioral and firmographic data to surface your most promising prospects before your competitors even know they’re ready.

The difference is night and day: more focus, less guesswork, and higher conversion rates across the board.

But great lead scoring doesn’t just happen.

You need the right data, the right signals, and an AI model that actually learns from your sales outcomes - not just form fills.

In this article, I’ll break down what AI lead scoring is, how it works, and how to set it up the right way in 2025.

Let’s dive in.

What is AI lead scoring & how does it work?

AI lead scoring is the process of using machine learning models to automatically evaluate and rank leads based on how likely they are to convert.

Instead of assigning arbitrary points for actions like email opens or job titles, AI-powered scoring looks at patterns across thousands of historical deals, analyzing:

1. What qualified leads do.
2. Who they are.
3. How they behave across channels.

The AI model pulls in data from your CRM, website, email engagement, LinkedIn, intent signals, and more, and continuously learns what separates high-quality leads from dead ends, updating your scoring model in real time.

This means your team isn’t stuck adjusting static rules or second-guessing who to prioritize. 

With AI lead scoring, the system tells you who’s ready and why, so you can act faster, personalize outreach, and focus your energy where it matters most.

What are the benefits of AI lead scoring?

AI lead scoring isn’t just about saving time (though it does plenty of that).

It’s about making better decisions at every stage of the funnel.

Here’s what that looks like:

1. More accurate prioritization - AI looks at behavioral trends, not just surface-level data, giving you a much clearer picture of who’s sales-ready.
2. Higher conversion rates - Reps engage the right leads, at the right time, with the right message based on real-time insights.
3. Shorter sales cycles - By focusing on high-intent prospects, you avoid wasting cycles on leads that were never going to close.
4. Better marketing-to-sales alignment - Everyone works from the same source of truth about lead quality, meaning there’s no more guesswork or finger-pointing.
5. Continuous improvement - AI models evolve as your business changes, improving accuracy over time without manual reconfiguration.

What are the different use cases for AI lead scoring?

AI lead scoring isn’t one-size-fits-all. 

Instead, it adapts to different GTM strategies. 

Some of the most common use cases include:

• Inbound lead routing - Automatically send high-scoring leads to sales while lower scores go into nurturing workflows.
• Outbound prioritization - Use AI to surface warm accounts in your target list that match the profile of past closed-won deals.
• Product-led growth (PLG) - Score users based on in-app behavior to identify when they’re ready to convert or expand.
• ABM campaigns - Focus efforts on accounts that not only fit your ICP but are showing intent or engagement signals in real-time.
• Lead reactivation - Find old or cold leads that are warming back up, even if they haven’t hit obvious conversion triggers yet.

This means that when done right, AI lead scoring doesn’t just help you sort leads - it helps you uncover revenue you would’ve otherwise missed.

How can you implement AI-powered lead scoring in your sales operations?

AI lead scoring sounds powerful - and it is - but getting it right means more than just turning on a tool.

To make it work for your team, you need the right data foundation, alignment across departments, and a feedback loop that keeps the model learning and improving.

Here’s how to implement AI-powered lead scoring in a way that drives actual results:

1. Start with clean, connected data

Before any AI model can score leads accurately, it needs a clear and complete picture of your pipeline. 

That starts with data hygiene and system integration.

AI lead scoring thrives on context, so the more relevant, timely, and connected your data sources are, the better your results will be. 

If your CRM is missing key fields, your web analytics aren’t tied to individual leads, or marketing and sales data are siloed, your model will struggle to deliver meaningful insights.

Here’s what you need to do:

• Unify your GTM tools - Connect your CRM (like Salesforce or HubSpot) with your marketing automation, email platforms, product analytics, ad tools, and any enrichment platforms (e.g., tools like Clearbit and ZoomInfo).
• Standardize key fields - Make sure lead and account records include accurate firmographic, demographic, and behavioral data. Clean up duplicates, fix inconsistent formatting, and remove outdated entries.
• Track engagement everywhere - AI models rely on signals like page views, email opens, demo interactions, product usage, and social engagement. If these aren’t consistently captured and linked to leads/accounts, you’re flying blind.
• Ensure time-based accuracy - Timestamped events matter. AI uses them to model deal velocity, buying stages, and urgency. If timestamps are missing or incorrect, it can mess up everything.

2. Define what a “qualified” lead looks like

Before AI can start ranking leads effectively, it needs a target. 

That target is your definition of a qualified lead, but not just any definition. It needs to reflect real-world buying behavior, not just marketing assumptions.

Many teams skip this step or rely on outdated criteria like job title + company size. 

The result? AI models that optimize for leads that look good on paper, but don’t convert.

Instead, ask: What behaviors, characteristics, or patterns consistently show up in deals that move forward?

Here’s how to build a definition that works:

• Study your best customers - Look at the paths they took, including how many touchpoints, what content they consumed, how long they stayed in each stage, and who was involved.
• Include firmographic + behavioral signals - Ideal leads are not just a good company fit. They’re the accounts that take meaningful actions. Your definition should combine traits (like industry or role) with behaviors (like attending a webinar, inviting colleagues, or hitting usage milestones).
• Segment by funnel stage - What qualifies a lead at the top of the funnel (MQL) may be very different from mid-funnel (SQL) or late-stage handoffs. Define these thresholds clearly so the AI model can recognize stage-specific intent.

Once your team is crystal clear on what “qualified” really means, that becomes the blueprint the AI model uses to learn and score accordingly.

3. Choose the right AI scoring platform

Not all AI lead scoring tools are created equal, and choosing the wrong one can mean messy data, unclear insights, and wasted time.

The right platform should do more than just assign a number to each lead. 

It should help you understand why that score exists, surface the right actions to take next, and evolve as your GTM operations evolve.

Here’s what to look for:

• Custom scoring models trained on your data - Avoid black-box tools that apply generic logic across all companies. 

Look for platforms like Warmly that train on your historical wins and losses, so scoring reflects what works in your pipeline.

• Real-time scoring and updates - Lead scores should evolve as new data comes in, such as visits, replies, firmographic changes, or product usage. 

If your platform updates weekly (or not at all), your reps are flying blind.

• Score explainability - Your team should see why a lead scored high or low. 

The best platforms highlight which signals contributed to the score, e.g., intent activity, firmographics, website visits, so reps can take smarter, more personalized actions.

• Native integrations with your GTM stack - Scoring data is only useful if it flows where your team works, such as your CRM, marketing automation, Slack, or sales engagement tools. 

➡️ Prioritize platforms with seamless bi-directional integrations.

• Workflow activation - Look for tools that don’t just score leads but trigger next steps, such as routing, enrichment, notifications, and outbound sequences, based on those scores.

And most importantly, choose a platform that your sales and marketing teams will use. 

If the scoring model lives in a dashboard nobody checks, it’s not driving revenue - just noise.

P.S. I’ll cover some of the best tools for AI lead scoring further below, so make sure you stick to the end.

4. Feed the model your historical wins (and losses)

AI lead scoring isn’t magic - it’s simple pattern recognition. 

However, to find the right patterns, your model needs high-quality training data that reflects what success and failure actually look like for your team.

That means going beyond surface-level lead data and digging into the full buyer journey, from first touch to closed-won (or lost). 

The more context your AI has, the better it can distinguish between leads that look promising and ones that convert.

Here’s how to feed your model effectively:

• Use full-funnel data, not just top-of-funnel metrics - Don’t train your model only on form fills or MQLs. 

Include deal outcomes, sales notes, product usage data, and post-sale retention metrics. A lead that converted but churned in 30 days may not be your ideal profile.

• Include both good and bad examples - It’s just as important for your AI to learn what a bad lead looks like. 

Include no-shows, cold leads, bounced emails, and stalled deals so it can learn the differences in patterns and engagement.

• Cover a meaningful sample size - For most models, the more training data, the better. 

You don’t need millions of records, but aim for at least several hundred examples of both wins and losses for the model to work with confidence.

• Map multiple signal types - Feed the model a mix of structured (firmographics, campaign engagement, CRM fields) and unstructured data (notes, call transcripts, product behavior). 

The richer the context, the sharper the scoring.

Get this part right, and the model becomes your most insightful sales analyst, running 24/7, without ever burning out.

5. Align scoring with real-time sales operations

Scoring leads is only half the battle. 

If those scores aren’t tied to actionable next steps inside your sales workflow, they’ll just sit in a dashboard collecting dust.

The real power of AI lead scoring comes from what it activates: instant routing, prioritized outreach, tailored messaging, and faster follow-ups, all based on how hot or cold a lead is right now.

Here’s how to make scoring data drive actual pipeline:

• Auto-route hot leads - Push high-intent leads directly to the right rep based on territory, persona, or product line. Don’t make someone manually sort through them in the CRM.
• Trigger smart alerts - Send real-time Slack or email notifications when a lead crosses a score threshold or takes a key action, like visiting a pricing page, watching a demo, or inviting a teammate.
• Personalize outreach based on score drivers - Show reps why a lead scored high. Was it job title, company size, or engagement behavior? Use that intel to craft targeted messaging fast.
• Adapt cadences based on lead score - High-scoring leads might skip nurture steps and go straight to personalized outbound. Lower scores might trigger slower, long-term drips or enrichment.

The goal here is simple: score → surface → act.

Lead scoring should accelerate your team’s speed to engage, not add another layer of complexity.

When it’s fully wired into your motion, AI lead scoring becomes a tactical advantage: your team always knows who to talk to, when to reach out, and what to say.

6. Monitor results and refine

Once your AI lead scoring is live, the job’s not done. 

To make sure it’s truly driving impact, you need to treat it like a living system, constantly monitored, tested, and improved.

Because here’s the truth: even with clean data and a well-trained model, things can break. 

Maybe reps aren’t acting on scores. Maybe high-scoring leads are stalling. Maybe your ICP has shifted subtly without anyone realizing.

That’s why ongoing refinement is key. 

Here’s how to keep your scoring system sharp:

• Track conversion rates - Are your top-tier leads closing more often? Is there a drop-off between high and mid scores? 

Use these insights to recalibrate scoring thresholds and priorities.

• Analyze rep behavior - Are reps engaging with high-scoring leads quickly? Are they using the insights surfaced by the model? 

If not, you may need to revisit how scoring is integrated into workflows.

• Compare pre- and post-scoring performance - Look at KPIs like win rates, average deal size, sales cycle length, and lead response times before and after implementing AI lead scoring. 

The difference should be clear.

• A/B test scoring-driven automations - Run experiments with and without score-triggered workflows (e.g., routing, cadences, alerts) to understand what’s actually moving the needle.

And don’t worry, refinement doesn’t mean overhauling everything every month.

It means staying curious, asking the right questions, and using performance data to continuously tighten the loop between scoring and outcomes.

With regular monitoring and iteration, AI lead scoring becomes a vital asset that improves not just how you prioritize leads, but how you close them.

The 4 best AI lead scoring tools on the market in 2025

So, if you're ready to implement AI lead scoring, choosing the right tool is where it all begins. 

Below are four of the best platforms on the market in 2025, each offering distinct strengths and primary use cases.

Let’s start with the solution that was built from the ground up for modern GTM teams.

1. Warmly - Best for dynamic, real-time lead scoring tied to sales action

Warmly isn’t just another lead scoring tool.

It’s a full-stack AI GTM engine that helps your team identify, prioritize, and convert high-quality leads faster.

Unlike traditional systems that rely solely on firmographics or generic fit scores, Warmly uses advanced AI agents to build custom ICP models, monitor real-time buying signals, and trigger intelligent routing workflows, so the right rep is alerted at the exact right moment.

Standout Features

• AI-powered ICP identification - Warmly uses AI to continuously analyze historical wins and surface the true patterns behind your best customers, helping you define your ICP based on real customer traits, beyond demographics.
• Real-time signal monitoring - Warmly combines warm lead signals, firmographics, and intent data from 10+ enrichment sources. Scores update in real-time with no lag or guesswork.
• Intelligent lead routing & alerts - The platform routes hot leads instantly to the right rep and triggers Slack alerts so your team can engage while interest is high.
• AI-orchestrated outreach workflows - You can automatically direct every lead to the next best step based on their real-time intent, whether that’s a personalized outbound sequence, a tailored ad campaign, or an instant on-site offer. 

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $499/mo when billed monthly or $4,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

2. MadKudu - Best for fast-growing SaaS companies

MadKudu focuses on predictive lead scoring tailored to high-volume inbound funnels. 

It uses historical conversion data to predict which leads are likely to become customers, particularly in product-led or content-driven growth environments.

Standout Features

• Predictive lead scoring - MadKudu analyzes your historical customer data (e.g., closed deals, trial conversions, and retention metrics) to build predictive scoring models that surface high-potential leads early in the lead generation funnel.
• Fit + intent model segmentation - Leads are categorized by both fit (firmographics, role, industry) and intent (behavioral signals like email engagement or product usage). This dual approach helps teams prioritize leads who both match your ICP and are showing real buying signals.
• Rich in native integrations - Seamlessly integrates with tools like Salesforce, HubSpot, Marketo, and Segment, pushing lead scores directly into workflows your team already uses. 

Pricing

MadKudu doesn’t publish prices for its product.

You can book a demo and request a custom quote based on your specific requirements.

3. 6sense - Best for ABM-focused enterprise teams

6sense is a robust B2B revenue platform that blends lead scoring with deep intent data and account-based orchestration. 

Its AI surfaces buying-stage insights at the account level, making it great for enterprise sales processes.

Standout Features

• Account-based predictive scoring - 6sense scores not just leads, but entire buying committees, using AI to evaluate engagement across contacts within an account. 
• Buyer stage identification - The platform automatically detects which stage each account is in (researching, considering, or ready to buy), based on behavior across digital channels, making it easier to time outreach effectively.
• Deep intent signal tracking - 6sense captures and analyzes behavioral intent data from across the web, including third-party research activity, website visits, and ad interactions, to identify hidden demand and surface in-market accounts early.

Pricing

6sense’s pricing has a free plan that provides 50 research credits/month and features like contact & company search, sales alerts, and a Chrome extension.

If you need more, you can upgrade to one of three plans:

1. Team: Includes everything in Free plus technographics, psychographics, and web, CRM, and SEP apps.
2. Growth: Everything in Team plus keywords intent, 3rd party intent, and corporate hierarchy.
3. Enterprise: Everything in Growth plus predictive AI model, AI-recommended actions, and CRM & MAP activity.

However, there are no prices disclosed for any of the plans, meaning you’ll have to contact 6Sense’s sales team for details.

4. Leadspace - Best for data-rich B2B orgs with complex ICPs

Leadspace focuses on B2B lead and account intelligence, offering AI-powered scoring based on a vast array of firmographic, technographic, and intent data sources. 

It’s especially useful if you’re targeting nuanced enterprise buyer personas.

Standout Features

• Unified lead, contact, and account scoring - Leadspace combines data across individuals and entire buying groups, scoring not just leads but accounts and personas based on how well they match your ideal customer profiles and buying behavior.
• Extensive data enrichment - Leadspace builds a complete, real-time picture of every lead or account, leveraging firmographic, technographic, intent, and third-party enrichment data from multiple sources, ensuring your scores are based on the fullest context possible.
• Custom AI scoring models - Lets you tailor your scoring to your GTM strategy with models trained on your internal data and aligned with your specific sales outcomes.

Pricing

Leadspace has three packages:

1. Profile Essentials: Includes 250K profiles (companies and people), 12 intent topics, enrichment data across sources, standard persona library for profile discovery and scoring, intent models, integrations, etc.
2. Funnel Essentials: Everything in Profile Essentials, plus AI-driven features that let you precisely target the right people at the right time, such as custom persona and intent model.
3. Funnel Optimization: Everything in Funnel Essentials, plus a custom FIT model. This is the most advanced package designed for complete funnel management. 

Leadspace also opted against publishing prices for its products, so you’ll have to contact its team for a quote.

What you should keep in mind when implementing AI lead scoring

Finally, while AI lead scoring can dramatically accelerate pipeline quality and sales velocity, it can only do that if it’s implemented with the right foundation and mindset.

AI lead scoring works best when it's treated as a living part of your GTM engine, not a static checkbox.

So, if you get the essentials right and keep refining, you’ll unlock a sharp competitive edge that gets stronger every month.

Here are key considerations to keep in mind as you roll it out:

1. Your data quality is everything

AI models are only as smart as the data you feed them. 

If your CRM is full of duplicates, missing fields, or outdated records, scoring accuracy will suffer. 

Prioritize data hygiene and integration before expecting great results.

2. Lead scoring ≠ lead qualification

AI scoring helps prioritize leads, not qualify them. 

It’s a directional tool, not a replacement for good sales judgment. 

Make sure reps treat the score as context, not something set in stone.

3. Scoring needs to align with your GTM goals

Are you optimizing for demo bookings? Self-serve conversions? Expansion? 

Your scoring model should reflect your core objectives and evolve alongside your GTM strategy.

4. Reps need visibility into why a lead scored high

If your team doesn’t trust the score, they won’t use it.

Make sure your platform offers transparent insights, so reps know exactly which signals are driving lead prioritization.

5. Scoring is only useful if it triggers action

High scores sitting in a CRM don’t drive revenue. 

Make sure you’re connecting your scoring engine to the right workflows, such as lead routing, Slack alerts, personalized outreach, nurture sequences, and more, for optimal results.

Next steps: Turn your lead scoring into revenue

By now, you understand that AI lead scoring isn’t just another tool to bolt onto your tech stack.

Instead, it’s a strategic lever that can shift how your entire GTM team operates.

Done right, it helps you cut through noise, focus on the right prospects, and engage at the exact right moment.

But to unlock its full potential, you need more than a scoring engine. 

You need a system that connects scoring to action by surfacing insights, routing leads, and kicking off workflows in real time.

And that’s exactly what Warmly was built for, with its wide range of AI-driven functionality that helps you identify who your warmest leads are right now and engage them in personalized outreach while they’re still hot.

So, if you’re ready to stop guessing and start prioritizing the leads that will actually convert, Warmly’s AI-powered lead scoring engine is your edge.

Book a demo to see how Warmly can help you drive more pipeline on autopilot.

Read more

• AI Lead Generation: How to Use AI to Get More Leads in 2024 - Learn how to use AI tools and workflows to attract, qualify, and convert more leads in less time.
• 10 Best AI Marketing Tools for B2B Teams [2025] - Discover the top AI tools B2B marketers are using in 2025 to streamline campaigns and scale results.
• 10 Best AI Lead Generation Tools for B2B Teams [2025] - A curated list of the best AI platforms for automating lead capture, scoring, and outreach.
• Agentic AI For Marketing: Best Use Cases & Software In 2025 - Explore how agentic AI is transforming marketing by executing full campaigns with minimal human input.
• 10 Best AI Agents for Digital Marketing in 2025 [Reviewed] - A breakdown of the most effective AI agents built to plan, launch, and optimize digital marketing.
• AI for Sales Prospecting: How to Use It? [2025] - Learn how AI can help you find the right accounts, personalize outreach, and book more meetings.
• AI GTM: Top Use Cases, Software, & Examples [2025] - See how AI is powering smarter go-to-market operations, from ICP targeting to full campaign orchestration.
• AI in B2B Marketing: How To Use It? [2025] - A practical guide to using AI in B2B marketing, from content creation to pipeline acceleration.
• AI Agentic Workflows: Definitions, Use Cases & Software In 2025 - Get a clear overview of what agentic workflows are and how they’re reshaping modern marketing ops.
• AI Marketing Strategy: Top Use Cases and Tools - Build a smarter strategy with this guide to AI marketing use cases, platforms, and best practices.
• 8 Examples of AI Marketing Automation in 2025 - Real-world examples of how AI is automating everything from email campaigns to lead nurturing.
• AI for Sales: Best Tools & Tips [2025] - A tactical guide to the best AI tools and strategies to drive sales productivity and pipeline growth.
• 10 Best AI Sales Assistants in 2025 [Reviewed] - Compare the top AI sales assistants helping reps manage outreach, follow-ups, and deal tracking.
• AI in Sales and Marketing: How to Get More Sales? - Discover how AI is helping sales and marketing teams align, automate, and close more deals.

AI-powered sales automation is redefining how modern teams drive pipeline, close deals, and scale revenue without scaling headcount. 

Instead of juggling endless manual tasks, reps now have intelligent systems that prioritize leads, personalize outreach, and trigger follow-ups in real time.

The best part is that the shift isn’t about replacing salespeople. It’s about amplifying what’s possible. 

With the right setup, AI can act like a high-performing assistant that never sleeps, always knows what to do next, and helps your team spend more time selling instead of updating CRMs or chasing dead leads.

In this guide, I’ll break down the top use cases, real-world examples, and best software for AI-powered sales automation in 2025. 

Whether you're building your stack from scratch or levelling up an existing process, you’ll walk away with practical ideas you can put to work today.

Let’s begin!

What is AI sales automation?

AI sales automation is using artificial intelligence to streamline, enhance, and often fully manage parts of the sales process that would otherwise require manual effort. 

It goes beyond traditional rule-based automation by introducing machine learning, natural language processing, and predictive analytics to make smarter decisions and take dynamic action in real time.

Instead of just automating tasks like email scheduling or CRM data entry, AI can now score leads based on intent, recommend next-best actions, personalize outreach at scale, and even run entire outbound sequences autonomously. 

Think of it as moving from static workflows to adaptive systems that respond to what’s happening in your pipeline.

And in 2025, the capabilities are no longer experimental - they’re driving real outcomes. 

Whether it’s shortening sales cycles, reviving ghosted leads, or keeping reps focused on high-impact conversations, AI-powered sales automation is becoming the engine behind high-performing revenue teams.

Now let’s break down the benefits, plus what’s changing this year.

What are the benefits of AI-powered sales automation?

AI sales automation doesn’t just save time, as it also reshapes how sales teams operate. 

Here’s what the top-performing teams are gaining:

1. Higher productivity - Reps spend more time selling and less time updating fields, chasing leads, or writing repetitive emails.
2. Smarter lead prioritization - AI scoring models surface the highest-intent prospects so teams can focus where it matters most.
3. Personalization at scale - Automated messaging no longer feels robotic, as AI can tailor content to personas, behaviors, and deal stage.
4. Faster follow-ups - AI systems can detect intent signals and trigger timely outreach within minutes, not hours or days.
5. Cleaner pipelines - AI keeps your CRM organized by enriching data, logging activity, and flagging stale or inactive deals automatically.

The result? More deals, less time wasted on manual tasks.

How has AI been changing the sales automation game in 2025?

In 2025, we’re seeing a major shift from static, rule-based automation to agentic AI that can take initiative. 

These systems don’t just wait for inputs. They act. They reason. They adapt.

Here’s what’s new this year:

1. Autonomous sales agents are running entire sequences from lead research to initial outreach to reactivation.
2. Context-aware workflows use real-time signals (intent data, website activity, calendar behavior) to trigger hyper-relevant actions.
3. Cross-channel orchestration means your AI can coordinate across LinkedIn, email, calendar, and CRM - not just one platform or channel.
4. Continuous learning lets your system refine itself over time based on what’s working (and what’s not).
5. Collaborative AI tools like Warmly’s AI Copilot, for example, act more like trusted teammates than tools, making suggestions, surfacing insights, and even writing outreach based on deal context.

This evolution means sales teams are no longer just automating tasks.

Instead, they’re unlocking their full potential and gaining a huge competitive edge.

10 use cases of AI for sales automation

AI-powered sales automation is primarily about working smarter across the entire sales funnel. 

From lead prioritization to post-demo follow-ups, AI is stepping in to handle what used to eat up hours of rep time.

The best part is that these aren’t theoretical use cases - they’re already powering real revenue results for modern sales teams. 

Below, I’ll walk you through the most impactful ways companies are using AI to automate, optimize, and amplify their sales processes.

Let’s break them down one by one.

1. Intelligent lead scoring and routing

Not all leads are created equal, and treating them like they are wastes time, budget, and pipeline momentum. 

That’s where AI-powered lead scoring comes in.

Traditional lead scoring often relies on fixed criteria: industry, company size, job title, or email engagement. 

But these models are static and can’t adapt to shifting behaviors or real-time buyer intent. AI changes that.

Modern lead scoring models use machine learning to continuously analyze and rank leads based on a combination of historical win data, behavioral signals (like website activity or content downloads), intent data, and engagement patterns. 

For example, if a VP of Sales visits your pricing page three times in one week and then clicks a demo CTA, AI knows that’s not just a good lead - it’s a hot one.

But it doesn’t stop at scoring. 

Some advanced systems, like Warmly’s AI agents, can instantly route leads to the right rep, whether it’s by geography, segment, account ownership, or deal complexity. 

This ensures that high-quality leads land in the right hands fast, instead of sitting in a generic queue.

The impact?

1. Reps waste less time on unqualified leads.
2. Sales cycles shorten thanks to faster response times.
3. Conversion rates increase because prospects are matched with reps who are most likely to close them.

It’s not just smarter - it’s a system that piles up value over time by learning what actually converts.

2. Hyper-personalized outreach

Generic sales outreach doesn’t cut it in 2025. 

Buyers are overloaded, attention spans are short, and the fastest way to get ignored is to sound like everyone else. 

AI changes the game by enabling hyper-personalized outreach at scale without the manual grunt work.

Here’s how it works: 

AI tools can analyze a prospect’s job title, industry, website behavior, LinkedIn activity, previous engagement, and even company news or recent funding rounds. 

It then uses that context to generate tailored messaging that speaks directly to the buyer’s needs, challenges, or goals.

Instead of sending “Hey {{first name}}, just checking in,” reps can send first-touch messages like:

“Saw you just launched a new partner integration - congrats! We’ve worked with several companies at that stage to streamline onboarding and reduce demo no-shows. Happy to share how.”

The difference? It reads like it was written by a human who did their research because, in a way, it was. 

The AI just did it faster.

Warmly’s AI SDR takes this even further.

It not only drafts context-aware messages based on persona, stage, and previous activity - it can also suggest strategic talking points, tailor tone based on audience, and adapt messaging based on how a prospect responded to previous outreach.

As a result, you’ll get:

1. Faster onboarding time for new reps - No need to train them on how to write the “perfect email,” as the AI does the heavy lifting.
2. Higher reply rates - Because the messaging feels relevant, not like another mass-blast template.
3. Consistency across the team - Everyone sends messaging that aligns with your strategy and voice, without reinventing the wheel.

3. Follow-up automation triggered by buyer signals

Timing matters in sales, and nowhere is that more obvious than in follow-ups. 

But too often, follow-up cadences are either rigid (send after X days) or forgotten altogether. 

AI fixes this by triggering timely, relevant follow-ups based on real buyer behavior, not guesswork.

Modern AI systems track how prospects engage across multiple touchpoints, such as email opens, link clicks, meeting attendance, website activity, calendar interactions, and more. 

Then, instead of waiting for a rep to notice a signal, the AI acts.

Let’s say a lead opened your pricing page three times in 24 hours but never responded to your last email. 

AI can automatically:

• Flag the lead as high intent.
• Suggest a personalized re-engagement message.
• Or trigger a new email sequence tailored to pricing questions.

If someone no-shows a call? The AI can reschedule automatically or follow up with a message like:

“Looks like the timing didn’t work - totally get it. Here’s a link to grab a new spot when it’s convenient.”

Warmly’s AI SDR excels here, layering follow-up logic across multiple data points (like meeting outcomes or email sentiment) so that messages feel natural and responsive rather than automated and forced.

This is what separates sales teams that stay top of mind… from those that get buried in inbox noise.

4. Meeting scheduling and optimization

In sales, meetings are gold. 

But getting on a prospect’s calendar - and keeping that meeting - can be frustratingly inefficient. 

Missed invites, double-bookings, late reminders, ghosting, it all adds up. 

AI solves this by turning your calendar into a proactive sales asset, not just a scheduling tool.

AI-powered meeting optimization does more than just find free time slots. 

It analyzes calendars, engagement history, deal stage, and even past no-show patterns to optimize when and how you reach out. 

Here’s what that looks like in practice:

1. Smart scheduling suggestions - AI recommends the best time to reach out based on both parties’ availability, time zones, and meeting history.
2. No-show prevention - If a prospect has missed meetings in the past, AI can automatically send personalized reminders or even reschedule the call in advance.
3. Rescheduling automation - When a meeting gets canceled or rescheduled, the AI picks it up and handles the follow-up with no rep needed.
4. Context-aware prep - AI can also surface key info before a meeting (like account insights or LinkedIn activity) so the rep is fully briefed going in.

Warmly’s AI Copilot and SDR combined add even more firepower here, as they both help you book more meetings by automatically engaging leads and also preparing a detailed summary for each lead so you know exactly what to say every time.

The result?

• Fewer no-shows.
• Shorter time-to-meeting.
• Smoother handoffs between stages.
• Better-prepared reps.

5. Sales conversation analysis and coaching

Every sales conversation is full of signals, such as objections, buying intent, competitive mentions, and emotional cues. 

But most of it gets lost the second the call ends unless someone manually reviews the recording (and let’s be honest - no one has time for that at scale).

That’s where AI steps in.

AI-powered conversation intelligence tools analyze sales calls, demos, and even emails in real-time. 

They track everything from talk-to-listen ratios and filler words to competitor mentions and objection handling. 

The result? A complete picture of how reps are performing without needing a manager to sit through hours of playback.

Here’s what these systems typically surface:

• Performance insights - How well did the rep listen, handle questions, or transition between stages?
• Opportunity spotting - Did the buyer mention a pain point or buying signal that was missed?
• Coachable moments - Where could the rep have improved their delivery, tone, or messaging?
• Deal risk indicators - Was the buyer disengaged? Did sentiment shift mid-call?

But it’s not just about reporting, it’s about real-time feedback. 

Some tools now offer live cues during calls (e.g., “You’ve been talking too long,” or “Mention pricing before wrapping”), helping reps course-correct on the fly.

Why this matters:

1. Reps improve faster with targeted, actionable feedback instead of vague performance reviews.
2. Managers scale coaching without listening to every call.
3. Team-wide consistency improves, especially across remote or distributed sales teams.

In short, AI turns every conversation into a growth opportunity for both the rep and the revenue team.

6. Deal progression tracking and forecasting

Pipeline visibility is one of the biggest gaps in most sales orgs. 

Reps often update deals based on gut feeling. Managers forecast with incomplete data. And leadership ends up making revenue decisions on shaky ground. 

AI changes that by tracking deal progression in real-time, and turning forecasting into a science.

Instead of relying on rep-entered fields or outdated status labels, AI looks at what’s happening across channels, including:

• Email and meeting frequency.
• Stakeholder engagement.
• Sentiment and intent signals.
• CRM updates (or lack thereof).
• Buying committee involvement.
• Stage velocity compared to historical benchmarks.

From there, AI flags risks early. 

If a deal hasn’t moved in days, key contacts stopped replying, or the engagement rate drops off after the demo, AI doesn’t wait - it alerts the rep or manager and suggests next steps to get things back on track.

Forecasting gets sharper, too. 

AI can predict close probability based on deal behavior, not just pipeline stage. 

It spots patterns (e.g., “Deals of this size usually take 14 days longer to close” or “This stakeholder profile tends to need an extra approval step”) and helps sales leaders forecast more accurately, down to the dollar.

This means your team gets:

1. Proactive deal management instead of reactive firefighting.
2. Higher win rates thanks to early intervention on risky deals.
3. More accurate forecasts grounded in actual behavior, not hope.

7. Pipeline cleanup and CRM hygiene

Your CRM should be a source of truth. 

But for most sales teams, it’s more like a graveyard of stale deals, duplicate records, outdated contacts, and incomplete notes. 

And when reps are drowning in admin or don’t trust the data, pipeline reviews turn into guesswork.

AI solves this by quietly doing the dirty work, such as cleaning, enriching, and maintaining your CRM without needing rep input.

Here’s how it works:

• Auto-enrichment - AI pulls in missing fields like company size, tech stack, contact roles, and intent signals from external data sources.
• Duplicate detection - It identifies and merges duplicate records based on matching patterns and not just email addresses, so you don’t end up with three versions of the same deal.
• Dead deal detection - If a deal has been inactive for 30+ days, the AI can automatically flag it, downgrade it, or suggest an exit sequence.
• Task cleanup - Missed follow-ups, outdated to-dos, or meetings that never happened? AI clears the clutter or nudges the rep with next steps.
• Activity logging - Some systems can even auto-log emails, calls, and meeting notes by pulling from connected tools, meaning there’s zero manual entry needed.

This kind of behind-the-scenes automation is critical, especially as teams scale. 

Dirty data leads to missed revenue, bad handoffs, and low forecasting accuracy. 

And the longer it goes unchecked, the harder it is to fix.

Warmly’s AI Marketing Ops agent plays a role here, too, ensuring that your ICP is always fresh and relevant and enriching your CRM with up-to-date, accurate lead data.

The outcome?

1. Cleaner data without burning rep hours.
2. Higher pipeline confidence at every level.
3. Better decision-making from leadership based on accurate, real-time data.

8. Reactivation of ghosted leads

Every sales team has them - leads that showed interest, booked a demo, maybe even had multiple calls… and then vanished. 

Ghosted deals clog up pipelines and drain rep morale. AI brings these leads back to life.

Rather than leaving it to reps to remember who to chase and when, AI tracks stalled opportunities and launches tailored reactivation plays automatically.

Here’s what that might look like:

• Behavioral monitoring - AI flags when a lead hasn’t replied in X days, skipped a scheduled call, or disengaged from content.
• Contextual nudges - Based on previous interactions, AI generates re-engagement messages that feel personal, not desperate. For example: “Totally understand things get busy. Just wanted to check in - happy to revisit when the timing’s better.”
• Multi-touch workflows - AI can deploy a gentle sequence across email, LinkedIn, and calendar, adjusting tone and timing based on persona or stage.
• Offer new angles - If the original messaging didn’t land, AI can pivot with new content (e.g., case studies, ROI calculators, product updates) based on the lead’s industry or role.

And it’s not just about rekindling the deal, it’s about learning. 

AI tracks what reactivation strategies work best and adapts over time, getting smarter with every ghosted lead it revives.

Warmly’s AI SDR and Copilot are built with this in mind. 

They help you detect when deals are slipping, craft the right message to pull them back in, and even flag leads who might be more ready now than they were months ago.

This means that AI doesn’t simply give up when a lead goes dark. Instead, it waits, listens, and re-engages when the time is right.

9. Real-time sales insights and recommendations

Sales moves fast. 

Waiting until the weekly pipeline review to spot issues or find opportunities is too late. 

AI gives your team a real-time edge by surfacing insights, recommendations, and next steps while deals are still in motion.

Instead of digging through dashboards or piecing together scattered notes, reps and managers get instant visibility into what’s working, what’s stalled, and where to focus next.

Here’s what AI can deliver in real-time:

• Deal health alerts - “This prospect hasn’t responded in 10 days - follow up?”
• Next-best-action suggestions - “Send pricing breakdown now,” or “Loop in a technical stakeholder.”
• Rep performance feedback - “High talk ratio in last 3 calls - consider asking more discovery questions.”
• Content recommendations - “Based on stage and persona, send this new case study.”
• Live win/loss patterns - “Deals with VP-level involvement close 40% faster, escalate this thread.”

Warmly’s AI Copilot excels here, layering insights directly into your workflow, so there’s no switching tools or chasing reports. 

Whether it’s surfacing who to follow up with today or flagging a deal that’s drifting off course, the intelligence is right where you need it, when you need it.

This is where AI really shines - not by replacing reps, but by making them sharper, faster, and more effective in every moment that counts.

10. Social media engagement automation

In B2B sales, LinkedIn isn’t just for recruiting. 

It’s where conversations start, trust is built, and deals are often warmed even before the first DM. 

But keeping up with social activity across dozens (or hundreds) of prospects is overwhelming. 

AI solves this by automating thoughtful, timely engagement that drives pipeline, not just impressions.

Here’s how AI-powered social engagement works:

• Post monitoring - AI tracks posts from target accounts or ICPs and flags the ones worth engaging with based on topic, relevance, or sentiment.
• Comment suggestions - Instead of dropping generic “Great post!” replies, AI recommends meaningful comments that add value or spark conversation, aligned with the prospect’s role and your offering.
• Engagement sequencing - AI helps build visibility before outreach by liking posts, commenting consistently, then timing the connection request or DM when familiarity has already been built.
• Personalized DM suggestions - Based on public posts or shared content, AI can draft custom LinkedIn messages that reference recent activity naturally.

Warmly’s AI agents are already enabling this by sending personalized LinkedIn DMs and connection requests and monitoring for relevant social signals 24/7, such as posts mentioning you or the problems you solve, engagement, industry leaders’ activity, etc.

The bottom line?

In 2025, social selling is no longer optional, and AI is making it scalable, consistent, and human.

The 4 best AI sales automation solutions in the market in 2025

With so many AI-powered platforms on the market, it’s easy to get overwhelmed. 

The best tools do more than just automate tedious tasks, as they’re built to actively drive revenue by helping reps sell smarter, faster, and with more context.

Below are the top AI sales automation solutions leading the charge in 2025.

1. Warmly

Warmly is built for modern B2B teams that want to automate sales outreach without losing the human touch. 

Unlike legacy tools that rely on static rules or blast sequences, Warmly’s AI agents act with intent, driving outreach, follow-ups, and deal progression based on real-time buyer behavior.

Whether you’re looking to scale SDR operations, re-engage ghosted leads, or personalize follow-ups at speed, Warmly blends sales automation and intelligence seamlessly, without adding friction to your reps’ workflow.

Standout Features

• 4 specialized AI agents designed to own different GTM processes - From top-of-funnel prospecting to demand generation and marketing ops, each agent (AI SDR, Demand Gen, Copilot, and Marketing Ops) is purpose-built to handle specific parts of your sales funnel with precision.
• Multi-channel orchestration across email, LinkedIn, and calendar - Outreach flows smoothly across the channels your buyers use, with AI coordinating the right message, in the right place, at the right time.
• Persona-aware, context-driven outreach that adapts to real-time signals - Messaging is tailored automatically based on buyer role, intent signals, behavior, and stage, so your outreach always feels timely and relevant.
• Seamless CRM integration with automated data cleanup and enrichment - Keeps your pipeline accurate and actionable by enriching lead data, logging activity, and cleaning up messy records without human input.
• Buying signals tracking - The platform tracks first, second, and third-party buying signals at the person level, allowing you to easily and accurately detect your hottest leads in real-time and create smart audience segments.
• AI Chat - AI-driven chatbot that engages and qualifies leads, books meetings, and provides collaterals while making sure that each interaction is highly personalized and tailored to each lead.

Pricing

Warmly offers a free forever plan that allows you to reveal up to 500 monthly visitors, set up ICP filters to quickly identify high-quality leads, and automate basic lead routing.

If you need more, there are three tiers to choose from:

1. Data Only: Starts at $499/mo when billed monthly or $4,000 when billed annually, lets you identify up to 5,000 monthly visitors, first-party intent signals, alerts, and access to Warmly’s B2B prospecting database.
2. Business: Starts at $19,000/year for up to 10,000 visitors or $45,000/year for up to 75,000 visitors, everything in Data Only, plus third and second-party signals, sales orchestration, AI Chat, and lead routing.
3. Enterprise: Custom pricing, custom number of visitors, everything in Business, plus custom signals and warm calling.

2. Outreach

Outreach has long been a staple in the sales engagement space, and its newer AI-powered capabilities take automation to the next level. 

It combines email sequencing, call tracking, and forecasting tools, now enhanced with AI-driven insights that guide reps toward the right actions.

Ideal for mid-market and enterprise teams with more complex sales cycles, Outreach offers robust orchestration with enterprise-grade controls.

Standout Features

• Smart email sequencing with reply classification and optimization - Outreach uses AI to detect sentiment and intent in replies, automatically adjusting sequence logic to optimize timing, tone, and follow-up content.
• AI-powered deal health scoring and pipeline insights - The platform tracks engagement across email, calls, and meetings to assess which deals are on track and which need attention, giving reps and managers clear direction.
• Sales forecasting backed by behavioral data - Instead of relying on static pipeline stages, Outreach leverages deal activity, response patterns, and rep behavior to produce more accurate, AI-driven forecasts.

Pricing

Outreach has five different product packages:

1. Engage: Includes email assistant, automations, CRM sync, templates, etc.
2. Call: Includes sales dialer, live sales monitoring, AI-powered call summary, etc.
3. Meet: Includes real-time call recording and transcription, AI-powered meeting assistant, automated summary and action items, etc.
4. Deal: Includes AI-powered deal assistant, deal health score, deal overview with activity history, etc.
5. Forecast: Includes AI projection, scenario planning, detailed dashboards, etc.

However, the platform doesn’t publish prices for any of its packages, so you’ll have to contact its sales team.

Keep in mind, though, that each package has separate pricing, meaning the costs can easily add up if you want to use more than one of its product suites.

3. Apollo.io

Apollo.io merges lead generation, engagement, and enrichment into one AI-powered platform. 

It’s particularly strong for teams that need to build pipeline fast, offering access to a massive contact database and the ability to launch targeted outbound campaigns directly from the platform.

With built-in email personalization, sequencing, and sales intelligence, it’s a great choice for start-ups or scrappy sales teams looking for end-to-end automation.

Standout Features

• Contact data enrichment + dynamic list building - Apollo gives you access to a massive, constantly updated B2B database and fills in missing lead details automatically, helping you build hyper-targeted lists in minutes.
• AI-assisted email writing and personalization - Generates tailored outreach messages based on persona, company data, and recent activity, so every email feels like it was written just for that prospect.
• CRM integration for seamless sync - Syncs directly with tools like Salesforce and HubSpot to keep your pipeline clean and up to date with no duplicate contacts or missed activity logs.

Pricing

Apollo has a free forever plan that includes 100 email and mobile phone finder credits, basic filters and prospecting, and two sequences.

If you need more, you can upgrade to one of three paid plans:

1. Basic: $59 per user per month.
2. Professional: $99 per user per month.
3. Organization: $149 per user per month.

4. Clari

Clari is less about outreach and more about revenue intelligence. 

It uses AI to track deal movement, forecast more accurately, and highlight pipeline risks in real time. 

This makes it perfect for RevOps leaders and sales managers who need visibility into what’s really going on with deals.

It doesn’t automate outbound, but it helps teams win more by ensuring focus is placed on the right accounts at the right time.

Standout Features

• AI-powered forecasting based on multi-signal analysis - Clari pulls data from emails, CRM updates, meeting activity, and call notes to generate highly accurate sales forecasts based on real-time behavior, not gut instinct.
• Pipeline visibility across reps, teams, and quarters - Get a crystal-clear view of what’s in pipeline, what’s at risk, and what’s likely to close, broken down by rep, team, segment, or period.
• Revenue intelligence dashboards for RevOps - Turns data into action with dashboards that highlight conversion rates, deal velocity, forecast gaps, and rep performance trends.

Pricing

Clari doesn’t disclose its price or information about any distinct product packages.

You have to contact its sales team for a custom quote.

The emerging sales technologies you should be looking forward to

AI has already changed the game, but the biggest shifts in sales tech are still ahead. 

What’s coming next isn’t just faster tools - it’s entirely new ways of selling, powered by intelligence, automation, and autonomy.

Here’s what’s on the horizon:

1. AI-native CRMs

Forget static fields and clunky dashboards. 

A new generation of CRMs is being built from the ground up around AI, capable of automating data entry, surfacing insights proactively, and functioning more like a co-pilot than a record-keeper.

2. Buyer journey intelligence

Instead of tracking just emails and meetings, emerging platforms will map the entire digital journey, such as site visits, content consumption, and social engagement.

Those insights will then be turned into actionable plays for sales and marketing in real-time, equipping reps with all the info they need to close more deals.

3. Agent-to-agent selling

We’re entering a world where AI agents don’t just work for sellers - they interact with each other. 

Your AI SDR may soon sync with a buyer’s procurement agent, scheduling meetings, aligning needs, and progressing deals with minimal human intervention.

4. Emotion-aware conversation tools

Advanced AI models are starting to detect tone, sentiment, and emotional shifts during calls and emails. 

That means real-time coaching could soon include prompts like “She seems hesitant - pause and clarify pricing” as the conversation happens.

5. Autonomous campaign pilots

Imagine running a full outbound campaign, including strategy, copy, targeting, and optimization, entirely powered by AI. 

These "autonomous GTM pilots" are already in testing and may soon redefine what one-person teams can do.

The best part?

All these tools won’t be replacing sellers. They will simply reshape what sales teams are capable of. 

The next generation of sales tech won’t just support your sales. It’ll amplify it, adapt to it, and run it alongside you.

Next steps: Scale smarter with AI-powered sales automation

AI-powered sales automation isn’t just a shortcut - it’s a strategic advantage. 

The teams winning in 2025 aren’t the ones sending more emails or updating CRMs faster. They’re the ones building systems that think, act, and improve on their own.

From intelligent lead scoring to LinkedIn-powered warmups and post-meeting follow-ups, the game has changed, and the best tools are doing more than automating steps. 

They’re unlocking new ways to scale pipeline, revive deals, and close faster with fewer resources.

And with Warmly, you don’t need to duct-tape five tools together to get there.

Want to see what true sales automation looks like when it’s actually intelligent?

Book a Warmly demo and meet your next favorite teammate: AI that helps your pipeline run itself.

Read more

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• AI Lead Generation: How to Use AI to Get More Leads in 2024 - Learn how to use AI tools and workflows to attract, qualify, and convert more leads in less time.
• 10 Best AI Marketing Tools for B2B Teams [2025] - Discover the top AI tools B2B marketers are using in 2025 to streamline campaigns and scale results.
• 10 Best AI Lead Generation Tools for B2B Teams [2025] - A curated list of the best AI platforms for automating lead capture, scoring, and outreach.
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• 10 Best AI Agents for Digital Marketing in 2025 [Reviewed] - A breakdown of the most effective AI agents built to plan, launch, and optimize digital marketing.
• AI for Sales Prospecting: How to Use It? [2025] - Learn how AI can help you find the right accounts, personalize outreach, and book more meetings.
• AI GTM: Top Use Cases, Software, & Examples [2025] - See how AI is powering smarter go-to-market operations, from ICP targeting to full campaign orchestration.
• AI in B2B Marketing: How To Use It? [2025] - A practical guide to using AI in B2B marketing, from content creation to pipeline acceleration.
• AI Agentic Workflows: Definitions, Use Cases & Software In 2025 - Get a clear overview of what agentic workflows are and how they’re reshaping modern marketing ops.
• AI Marketing Strategy: Top Use Cases and Tools - Build a smarter strategy with this guide to AI marketing use cases, platforms, and best practices.
• AI for Sales: Best Tools & Tips [2025] - A tactical guide to the best AI tools and strategies to drive sales productivity and pipeline growth.
• 10 Best AI Sales Assistants in 2025 [Reviewed] - Compare the top AI sales assistants helping reps manage outreach, follow-ups, and deal tracking.
• AI in Sales and Marketing: How to Get More Sales? - Discover how AI is helping sales and marketing teams align, automate, and close more deals.