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.

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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.
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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.

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• AI in B2B Marketing: How To Use It? [2025] - A practical guide to using AI in B2B marketing, from content creation to pipeline acceleration.
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• 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

• 8 Examples of AI Marketing Automation in 2025 - Real-world examples of how AI is automating everything from email campaigns to lead nurturing.
• 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.
• 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 prospecting tools are changing the game for modern sales teams in 2025.

Instead of spending hours scraping lists, guessing timing, or firing off cold messages into the void, reps now have AI-powered co-pilots that do the heavy lifting, such as:

• Finding the right accounts.
• Surfacing buying signals.
• Starting meaningful conversations. 

The result? More booked meetings, less busywork.

But with so many tools flooding the market, knowing which ones actually deliver can be tough. 

That’s where this guide comes in.

I’ve reviewed the 10 best AI prospecting tools in 2025, singling out the platforms built to help you identify, engage, and convert your highest-value leads faster. 

Let’s dive in and help you find the right one!

Factors to consider when choosing AI prospecting tools & software

Not all AI prospecting tools are built the same. 

Some will help you land high-intent meetings on autopilot, while others will add noise to your stack and slow your team down.

Before you commit, here are the key factors to evaluate to ensure you're picking a tool that actually drives pipeline.

1. Data accuracy and enrichment

Prospecting success starts with clean, enriched data. 

The best tools offer verified emails, up-to-date company info, and real-time insights like job changes or buying intent, so you’re not wasting time on dead ends.

2. Multi-channel outreach capabilities

Top-performing reps don’t stick to one channel - they mix email, LinkedIn, and calendar-based touchpoints to stay top of mind. 

Choose a platform that lets you orchestrate multi-channel sequences without switching tabs or tools.

3. AI-powered personalization

It’s not just about automation, it’s about relevance. 

Look for tools that use AI to craft context-aware messages that reference a lead’s role, company, or recent activity, making your outreach feel thoughtful, not templated.

4. Integration with your sales stack

Your AI prospecting tool should work with your CRM, email, and LinkedIn - not against them. 

Strong integrations keep your data synced, your team aligned, and your workflows running smoothly.

5. Lead scoring and prioritization

The smartest tools help you work smarter, not harder. 

With AI-powered lead scoring, you can focus on the highest-intent accounts first, based on engagement, fit, and timing signals that move the needle.

6. Ease of use and workflow design

Even the most powerful software falls flat if it’s clunky or confusing. 

Make sure your team can easily build, launch, and tweak prospecting flows without needing constant admin support.

7. Pricing that scales with your team

Some platforms look affordable until you add a few reps or unlock key features. 

Choose a pricing model that fits your team size and usage now, while giving you room to grow without surprises.

What are the best AI prospecting tools & software in 2025?

Here are the 10 best AI prospecting tools on the market after taking into consideration 30+ tools:

1. Warmly: AI-driven agents that detect buying signals and initiate outreach on your behalf.
2. Apollo.io: Comprehensive AI sales platform integrating prospecting, enrichment, and multi-channel outreach.
3. Cognism: Accelerates prospecting with AI-powered search, delivering compliant B2B data and intent signals. 
4. Clay: Combines data from over 100 sources with AI to automate personalized outbound campaigns. 
5. Seamless.AI: Real-time AI engine that finds and verifies B2B contact information to build accurate lead lists. 
6. Outreach: AI Prospecting Agent automates lead research and engagement, customizing actions to your sales motion. 
7. Salesloft: Conductor AI guides sellers by prioritizing actions based on opportunity data and intent signals. 
8. Lusha: Provides AI-driven recommendations and accurate B2B data to streamline prospecting efforts.
9. OneShot.ai: Combines AI agents with human oversight to automate outbound prospecting and lead qualification.
10. ZoomInfo: Offers AI-powered insights and comprehensive contact data to enhance sales prospecting strategies.

1. Warmly

Best for: Using advanced AI to orchestrate intent-based prospecting and multi-channel engagement at scale.

Who is it for: B2B sales and marketing teams looking to scale outreach, free up SDR time, and engage high-intent accounts without manual effort.

Warmly is a sophisticated AI GTM engine built to automate your entire sales funnel. 

Instead of just handing you a list, it acts like an always-on SDR, identifying your true ICP, detecting buying signals in real-time, and launching multi-threaded sequences to the right contacts automatically. 

Whether you’re warming up cold accounts or capitalizing on live intent, Warmly makes sure you never miss a revenue opportunity.

Here are some of its key prospecting features:

Feature #1: AI-powered ICP identification 

Warmly uses AI to reverse-engineer your best customers, not just by industry or title, but by identifying deeper behavioral, technographic, and firmographic traits that consistently lead to revenue. 

Its AI Marketing Ops agent continuously runs thorough research to define the true characteristics of your best customers based on all the historical data and intent signals combined. 

Once your true ICP is modelled, Warmly continuously scans the market to find net-new prospects that match those same traits, so every outreach is targeted, not spray-and-pray.

Feature #2: Real-time data & signal monitoring

Warmly’s AI marketing agents constantly monitor live intent data, website activity, job changes, tech stack shifts, and de-anonymized visitor insights from over 10+ enrichment sources. 

As a result, you’ll know at a glance who your hottest leads are right now.

This lets reps prioritize the right accounts at the right moment based on actual buying signals, not hunches.

Moreover, Warmly lets you detect all the key stakeholders within a single account.

The platform integrates with Apollo, ZoomInfo, Demandbase, or uses its proprietary data to automatically uncover all decision-makers and influencers within a target account, so you’re not stuck selling to a single contact.

Feature #3: AI-powered outreach

Imagine a tireless SDR running thousands of sequences on autopilot. 

That’s what Warmly’s AI SDR agents do. 

They identify ideal contacts, personalize messages, trigger outreach based on real-time signals, and continue to follow up, all without human intervention.

As a result, your team can scale outbound 10x without burning out your SDRs, allowing human reps to focus on live conversations and qualified leads instead of being stuck in the weeds of repetitive outreach.

Feature #4: Generative AI chat

Warmly’s website chat doesn’t just say “Hi”.

Instead, it sells. 

The AI chatbot engages visitors in real time with customized messaging based on who they are, what pages they’ve visited, and where they are in the funnel. 

Moreover, it’s fully trainable, meaning you can fine-tune it to fit your brand’s style and tone of voice to perfection.

The chatbot learns on the go, so the more data you feed into it regarding your business and ideal prospects, the better it will handle all interactions.

Feature #5: Coldly contact database

Coldly is Warmly’s AI-powered B2B contact database with over 200M+ accounts and contacts. 

Whether you’re targeting niche verticals or broad enterprise segments, Coldly gives you a head start with validated contact data that’s ready for outreach.

Coldly refreshes its records every 2–4 weeks to keep your outreach laser accurate. 

That means fewer missed connections and no more chasing people who left the company three quarters ago.

Furthermore, with Coldly, you’re not stuck with rigid filters. 

The database lets you define custom search criteria based on your exact ICP, so you’re not just working any leads, you’re working the right leads.

Since it is deeply integrated with the rest of Warmly’s tools, you’ll be able to run complex prospecting workflows on autopilot.

For example, once Coldly identifies the right stakeholders, Warmly’s AI agents will engage each of them with personalized outreach until they’re ready to talk.

As easy as that!

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.

Pros & Cons

✅ Autonomous AI agents that let you prospect and sequence without human input.

✅ Identifies website visitors at both company and person levels.

✅ Real-time buying signal monitoring with deep intent insight.

✅ Powerful ICP modelling beyond basic firmographics.

✅ Extensive B2B database that’s updated daily.

✅ Seamless integrations with top sales data platforms (Apollo, ZoomInfo, 6Sense, etc.)

✅ Reveals your hottest leads and surging accounts in real-time.

✅ Live text and video chat enable your reps to tune into the most relevant conversations straight from Warmly’s dashboard.

❌ Its most advanced agentic AI features are available only on the paid plans.

2. Apollo

Best for: Leveraging AI to automate and personalize outbound sales at scale.

Who is it for: Sales and marketing teams aiming to streamline their prospecting efforts and enhance engagement through AI-driven insights.

Apollo is an AI-powered sales platform that combines a vast B2B database with advanced automation tools. 

It enables teams to identify ideal prospects, personalize outreach, and manage the sales pipeline efficiently.

Key features

• AI-powered prospecting - Apollo's AI surfaces the right personas, companies, and buying signals instantly, allowing teams to focus on strategy rather than manual research. 
• Personalized outreach -  The platform's AI assists in crafting personalized emails, incorporating company news and insights to match your brand voice, enhancing engagement rates. 
• Lead scoring and prioritization - With real-time AI-generated scores, Apollo helps prioritize high-value leads, enabling teams to focus on prospects most likely to convert. 

Pricing

Apollo’s pricing 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.

Pros & Cons

✅ Comprehensive B2B database with over 210 million contacts.

✅ Seamless integration with existing sales tools.

❌ Occasional interface lags, particularly when managing large-scale data, which is why some people are looking for Apollo alternatives.

3. Cognism

Best for: Accelerating B2B prospecting with AI-driven prospect search and GDPR-compliant contact data.

Who is it for: Sales and marketing teams seeking high-quality, European-based B2B data to optimize their prospecting process.

Cognism is a sales intelligence platform that leverages AI to streamline the prospecting process. 

It offers a vast database of verified contact information, including mobile numbers and email addresses, enriched with firmographic, technographic, and intent data.

Key features

• AI Search - NLP-driven engine that analyzes vast data sets and creates targeted lists using just natural language commands, allowing users to quickly identify high-value leads.
• Sales Companion - This AI-driven tool helps identify high-potential accounts, prioritize leads, and predict revenue with greater accuracy. 
• Diamond Data® - Cognism offers exclusive on-demand verified cell phone and email data, ensuring high-quality, compliant information crucial for outbound sales. 

Pricing

Cognism has two pricing plans:

1. Grow: Includes Diamond Data, firmographic data, CRM integrations, etc.
2. Elevate: Includes everything in Grow, plus granular intent data and Diamonds on Demand (lets you select high-priority prospects and submit them for advanced verification).

However, the platform doesn’t disclose prices for any plan, so you’ll have to contact sales for a quote.

Pros & Cons

✅ High-quality, GDPR-compliant contact data.

✅ Real-time CRM data enrichment.

❌ Pricing may be on the higher side for smaller businesses, which is why start-ups have been looking for Cognism alternatives.

4. Clay

Best for: Automating hyper-personalized outbound campaigns using AI and real-time data from 100+ sources.

Who is it for: RevOps teams aiming to help sales and marketing streamline their prospecting efforts and enhance engagement through AI-driven insights.

Clay is a data-powered outbound engine built for precision.

Instead of relying on a static database, Clay lets you connect 100+ real-time data sources, enriching every lead with context like job changes, funding rounds, and tech stack, and then uses AI to personalize outreach at scale. 

It’s built for teams who want full control over targeting, personalization, and automation without needing a full-time data ops team.

Key features

• Claygent - Clay’s AI-powered web scraper that automates manual research tasks, such as visiting websites, extracting relevant information, and summarizing findings, helping you find relevant company details and competitor information. 
• Waterfall data enrichment - Clay integrates data from over 100 sources, pulling information from multiple platforms in a specific order you set, ensuring you have the most accurate and relevant data at your fingertips. 
• CRM integrations and data hygiene - Clay connects seamlessly with your CRM, ensuring that your data is always up-to-date, improving prospecting efforts across levels.

Pricing 

Clay has a free forever plan that provides 100 monthly search credits and limited access to its features.

If you need more credits and features, you can choose from 4 pricing tiers:

• Starter: Starting at $149/mo.
• Explorer: Starting at $349/mo.
• Pro: Starting at $800/mo.
• Enterprise: Custom pricing.

Pros & Cons

✅ Comprehensive data integration from over 100 sources.

✅ Highly customizable workflows that can be tailored to various prospecting needs and processes.

❌ Credit-based pricing system doesn’t scale well.

5. Seamless.AI

Best for: Real-time B2B lead generation with AI-powered contact search and enrichment.

Who is it for: Sales and marketing professionals who need access to high-volume, accurate lead data in seconds.

Seamless.AI is a sales prospecting platform that leverages artificial intelligence to provide real-time access to verified B2B contact information. 

It ensures that users have the most current data by continuously uploading its database, helping sales teams connect with decision-makers more effectively.

Key features

• Real-time search engine - This feature ensures that sales professionals can instantly reach the most recent and relevant contact information, enhancing the efficiency of their outreach efforts.
• AI Assistant for sales content creation - Helps you craft personalized sales scripts, emails, and social media messages quickly by analyzing customer data and preferences.
• Total AI confidence scoring - The platform assigns a confidence score to each contact's data, indicating the reliability of information like email addresses, helping you improve outreach success rates.

Pricing

Seamless.AI has a free forever plan that provides you with 50 credits for finding prospect data.

For more credits and extra features, subscribe to one of two plans:

1. Pro: Includes everything in Free, daily credit refresh, access to AI features, etc.
2. Enterprise: Includes everything in Pro, plus API and extra support.

However, Seamless.AI doesn’t disclose prices for its packages, so you’ll have to contact its sales team.

Note: Some of its best features, including all the AI-powered ones, are listed as add-ons. This means that you may need to pay extra for them, regardless of your subscription to any of the platform’s paid plans.

Pros & Cons

✅ Provides real-time, verified contact information.

✅ User-friendly interface with a helpful Chrome extension.

❌ Limited international data coverage compared to competitors.

6. Outreach

Best for: Enterprise-grade sales engagement and execution powered by AI across the entire revenue cycle.

Who is it for: B2B sales teams, revenue operations leaders, and customer success teams seeking a unified platform to streamline prospecting, deal management, and forecasting with AI-driven insights.

Outreach is a leading sales execution platform that integrates AI to enhance every stage of the sales process. 

From automating prospecting tasks to providing real-time deal insights and forecasting, Outreach empowers teams to engage more effectively and close deals faster.

Key features

• AI prospecting agent - This agent identifies potential leads, qualifies them based on predefined criteria, and reaches out to best-fit prospects through personalized messages. 
• Smart email assist - This feature leverages AI to draft initial sales engagement emails, email replies, or meeting follow-ups based on the provided context.
• Smart deal assist - Outreach predicts whether a deal will close with high accuracy rates and recommends actions to keep it on track using unique engagement signals across emails, calls, and meetings. 

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.

Moreover, each package has distinct pricing, meaning the costs can easily add up if you want to use several of Outreach’s products.

Pros & Cons

✅ Robust automation capabilities for emails, follow-ups, and meeting scheduling.

✅ Deep insights into deal health and buyer sentiment.

❌ Opaque pricing.

7. Salesloft

Best for: AI-guided sales execution and pipeline acceleration across the entire revenue cycle.

Who is it for: Mid-market to enterprise sales teams that need structured, signal-based workflows to guide reps through multi-touch outreach, improve pipeline hygiene, and consistently hit targets.

Salesloft is a revenue orchestration platform that turns buyer signals into clear next steps. 

With AI-driven prioritization, automated cadences, and real-time conversation insights, it helps reps stay focused, act faster, and close more deals without the guesswork. 

From first touch to final signature, Salesloft keeps the entire sales process aligned and accountable.

Key features

• AI sales agents - These agents handle activities such as account research, buyer identification, and deal summarization, allowing sales teams to focus on high-impact actions. 
• Conductor AI for guided selling - Conductor AI evaluates seller activity, buyer engagement, and opportunity data to guide sellers on the most effective next steps, enhancing productivity and deal progression. 
• Cadence automation - Salesloft allows users to create automated, multi-step sequences for engaging prospects through various channels, ensuring timely and consistent communication. 

Pricing

Salesloft has two pricing plans:

1. Advanced: Provides access to all Salesloft features except forecasting and revenue management.
2. Premier: Everything in Advanced, plus forecasting and revenue management.

However, Salesloft doesn’t publish prices for either plan, meaning you’ll have to contact its team for a quote.

There’s no free trial, but you can book a demo to see it in action.

Pros & Cons

✅ User-friendly interface.

✅ Integrates smoothly with major CRM systems like Salesforce, enabling efficient data sync and workflow management.

❌ The email templates it provides have limited customization options, making it difficult to tailor them to specific prospecting needs.

8. Lusha

Best for: Streamlining B2B prospecting with AI-driven lead recommendations and real-time contact enrichment.

Who is it for: Sales and marketing teams of various sizes seeking accurate contact data, automated outreach capabilities, and AI-powered prospecting features.

Lusha is a B2B sales intelligence platform that empowers teams to connect with decision-makers by providing verified contact information, AI-driven lead recommendations, and integrated outreach tools. 

With features like Lusha Engage and AI Recommendations, it simplifies the prospecting process, allowing users to focus on building relationships and closing deals.

Key features

• AI recommendations - These act as a personal prospecting assistant, analyzing user activity to suggest high-quality leads tailored to your ideal customer profile (ICP), helping you prioritize high-impact prospects from the get-go. 
• Advanced prospecting filters - You can filter prospects by criteria such as industry, company size, job title, and location, in addition to using intent data, job change alerts, and technology filters to identify and target high-potential leads more effectively. 
• Chrome extension - This allows you to access contact information while browsing LinkedIn or company websites. 

Pricing

Lusha has a free forever plan that includes 70 search credits, basic intent signals, AI recommendations, funding and technology filters, etc.

If you need more, you can subscribe to one of three paid plans whose price depends on the number of credits you need:

1. Pro: Starts at $29.90 for 300 credits per month and goes up to $59.90 for 600 credits, includes everything in Free, plus 3 users, intent, technology, job change alerts, etc.
2. Premium: Starts at $59.90 for 800 monthly credits and goes up to $798.55 for 10,000 monthly credits, includes everything in Pro, plus 5 users, CSV enrichment, advanced analytics, etc.
3. Scale: Custom pricing, includes a custom number of credits and users, and higher usage limits.

Note: Finding a phone number takes 10 credits, whereas finding an email address takes only one.

Pros & Cons

✅ High data accuracy and freshness.

✅ Integrated email sequencing within the platform, so you don’t have to switch between tools.

❌ The credit system can be restrictive, especially for teams with high-volume prospecting needs.

9. OneShot.ai

Best for: End-to-end AI-powered outbound execution combining automation with human expertise.

Who is it for: B2B sales teams seeking to scale personalized outreach without increasing headcount.

OneShot.ai is a sales execution platform that blends AI agents with on-demand human experts to automate and manage outbound prospecting tasks. 

OneShot handles the entire sales process, from lead research to personalized messaging and campaign deployment, enabling sales teams to focus on closing deals.

Key features

• AI agents - OneShot creates and deploys custom AI agents for various tasks, including prospect research, message personalization, and performance optimization that work alongside human experts for optimal results. 
• Expert network - The platform includes a broad network of GTM experts from various areas that are vetted and chosen by AI agents based on their expertise and looped into specific workflows to ensure human oversight.
• Robust integrations - OneShot integrates with popular CRM systems like Salesforce, HubSpot, and Outreach, ensuring seamless data synchronization and workflow continuity.

Pricing 

OneShot has three pricing tiers:

1. AI Sidekick: Designed for individuals focused on 1-1 meetings, includes 300/1,000 message generations per month, AI-powered research and hyper-personalized emails, basic AI assistance, and some CRM integrations. 
2. Scaled Research & Messaging: Designed for teams scaling outreach across thousands of prospects, includes 2,000 message generations per month, all AI Sidekick features, plus custom prompting and workflow automation.
3. Fully Autonomous Prospecting 24/7: $1,995 per month, designed for teams of any size who want their outbound prospecting done for them with no manual effort, includes 2,000 fully autonomous leads per month, everything in Scaled Research, plus more advanced features, such as fully autonomous agentic AI automation.

The pricing for the other two plans is not published. 

Pros & Cons

✅ Combines AI automation with human expertise for comprehensive campaign execution.

✅ Supports multichannel outreach, increasing engagement opportunities.

❌ Limited customization.

10. ZoomInfo

Best for: Enterprise-grade B2B prospecting powered by AI-driven insights and one of the largest U.S.-focused contact databases.

Who is it for: Sales, marketing, and revenue operations teams at mid-market to enterprise companies seeking to scale outbound efforts with enriched data, buyer intent signals, and AI automation.

ZoomInfo is a comprehensive GTM intelligence platform that combines a vast B2B contact database with AI-powered tools like Copilot. 

It enables teams to identify high-intent prospects, personalize outreach, and automate workflows, enhancing efficiency and effectiveness in sales and marketing efforts. 

Key features

• Copilot - ZoomInfo’s AI-driven assistant that analyzes CRM data and ZoomInfo’s extensive database to detect opportunities, personalize emails, suggest actions, and provide detailed profiles.
• Advanced filtering - You can filter prospects based on various criteria, such as industry, company size, location, and job role. 
• Intent data - ZoomInfo tracks online behavior to identify companies showing interest in specific products or services, helping you prioritize outreach to prospects who are actively researching solutions similar to yours. 

Pricing

ZoomInfo has three plans for Sales, Talent, and Marketing teams, all of which have custom pricing and lock you into 12-month contracts.

These custom packages differ primarily in the app integrations and features they include, as each is geared toward distinct user types.

Since ZoomInfo doesn’t disclose actual prices, you’ll have to contact ZoomInfo’s team for a custom quote or check our in-depth ZoomInfo pricing guide.

Pros & Cons

✅ Extensive and up-to-date B2B contact database, particularly strong in the U.S. market.

✅ Intuitive interface, despite having numerous features.

❌ Data accuracy may vary for regions outside the U.S, which is why some brands have been looking for ZoomInfo alternatives.

Next steps: Turn intent into pipeline automatically

The tools in this list prove that AI is no longer just a support function in sales - it’s a driver.

From finding ICP-fit accounts to launching entire outbound sequences and surfacing live buying signals, AI prospecting software in 2025 gives teams a serious edge.

But the real differentiator is execution.

You don’t just want data, you want action. 

You don’t just need contacts, you need context, timing, and personalized follow-through at scale.

That’s where Warmly stands out.

With AI agents that detect intent, reach out automatically, and engage every key stakeholder - plus a real-time data engine and full prospecting suite - Warmly helps you go from signal to meeting without lifting a finger.

Ready to see it in action? 

Book a demo and find out how Warmly’s AI can handle your outbound while your team focuses on closing.

Read more

• AI for Sales Prospecting: How to Use It? [2025] - A step-by-step guide to using AI tools and workflows to find and engage high-quality leads more effectively.
• 10 Best AI Lead Generation Tools for B2B Teams [2025] - Explore the top AI platforms helping B2B teams automate lead capture, enrichment, and conversion.
• 10 Best AI Sales Tools for B2B Teams [2025] - A curated list of the best AI-powered tools built to streamline outreach, boost productivity, and close deals faster.
• 10 Best AI Marketing Tools for B2B Teams [2025] - Discover the top AI tools transforming how B2B marketers create content, run campaigns, and generate demand.
• B2B Prospecting: Ultimate Guide for 2024 - Everything you need to know about modern B2B prospecting, from strategy and channels to tools and tactics.
• Best 10 AI Sales Agents In 2025 [Reviewed] - A breakdown of the leading AI sales agents that can automate prospecting, outreach, and deal progression.
• 10 Best AI Agents for Digital Marketing in 2025 [Reviewed] - Meet the top AI agents helping digital marketers scale campaigns, personalize outreach, and drive growth.
• 10 Best AI Agents for Small Businesses in 2025 [Reviewed] - AI-powered tools built specifically to help small businesses market, sell, and scale without hiring big teams.
• 10 Best AI Email Agents in 2025 to Drive Pipeline [Reviewed] - The best AI email agents to help teams automate cold outreach, boost response rates, and book more meetings.

Demand generation software has become essential for modern B2B marketing teams, but not all platforms are created equal. VPs of Demand Generation, CMOs, and Marketing Operations leaders must scrutinize potential platforms through a clear checklist of criteria.

From data quality to AI capabilities, today’s demand gen solutions (eg, 6sense, Demandbase, Mutiny, Warmly, and others) promise AI-driven insights and automation—but savvy buyers will evaluate these claims against concrete requirements.

The following sections present six key checklist items to assess before investing in a demand generation platform, each grounded in methodology and supported by industry data.

Finally, we’ll examine how Warmly stacks up against these criteria in practice.

Sources

The statistics in this article are supported by research from Gartner, Forrester, McKinsey, and other industry analysts, as cited throughout, to provide an objective foundation for each checklist recommendation.

Demand Generation Software Checklist

1. Data Quality & Enrichment Capabilities

• Data freshness ✅
• Data validation ✅
• Privacy-first ✅

2. Intent Signal Accuracy and Coverage

• Waterfall approach ✅
• Lead Filtering ✅
• Speed to signal ✅

3. AI and Automation Capabilities

• AI Lead Scoring ✅
• AI personalization ✅
• Routing & Alerting ✅

4. Omnichannel Engagement and Orchestration

• Channels supported ✅
• Orchestration complexity ✅
• Contact data for Person-Based Marketing ✅

5. CRM and Marketing Stack Integration

• CRM custom fields read/write ✅
• Extended channel integration ability ✅
• Export, webhooks & AIs ✅

6. Agentic Future

• Human-in-the-loop ✅
• AI marketing agents ✅
• AI sales agents ✅

1. Data Quality and Enrichment Capabilities

Bad or incomplete data can derail marketing efforts, leading to wasted outreach and missed opportunities. Gartner estimates that poor data quality costs organizations an average of $12.9 million annually. This is unsurprising given how quickly B2B data grows stale—B2B contact data accuracy can erode by up to 70% annually without ongoing updates.

When evaluating demand generation software, buyers should investigate how a platform handles:

Source and Freshness of Data

Does the platform provide data enrichment via reputable providers?

Data Cleansing and Validation

What mechanisms exist to de-duplicate records, correct errors, and fill in missing fields?

Privacy-First Approach to Data

Beyond basic SOC2 compliance, businesses handling data globally should be registered in the US as data brokers and be GDPR compliant. As of publishing, at least five US states have state-specific privacy regulations, and you should ask for a list of all the platform’s sub-processors to ensure compliance.

Resources

How to Evaluate Data Vendors (by Warmly’s in-house data expert)

The leading demand generation platforms differentiate themselves with robust data ecosystems. For instance, some solutions bundle data from multiple sources—in one case, a vendor might offer “all-in-one” access to enrichment and intent data (eg, combining Clearbit, Bombora, etc.) as part of the package. The goal is to ensure your team is acting on high-quality, current data about accounts and prospects.

2. Intent Signal Accuracy and Coverage

Most advanced demand gen platforms tout their ability to identify buying intent, surfacing signals that a prospect is “in market” or showing interest. However, buyers should critically assess how accurate and comprehensive these intent signals are. An intent-driven program is only as good as the relevance of its alerts.

Key considerations include:

Signal Sources

Does the software capture first-party intent (e.g., website page visits, content downloads), second-party intent (e.g., social media site signals), and integrate third-party intent data (industry web research, review sites, Bombora intent topics, etc.)?

Relying on multiple sources can improve accuracy. In fact, over 70% of companies using intent data leverage multiple providers to broaden their coverage, and almost half ingest intent data from three or more sources. A platform that aggregates or waterfalls several intent feeds (for example, combining data from providers like Demandbase, G2, Bombora) will likely paint a fuller picture of prospect interest.

Precision and Filtering

How does the platform determine which intent signals truly indicate a qualified buyer? Top solutions use AI models or rule-based scoring to filter out false positives. For instance, 6sense and Demandbase (leaders in account-based marketing) apply predictive analytics to intent data, helping prioritize accounts with statistically higher conversion propensity. When testing a tool, ask for evidence of its signal precision—case studies or metrics showing improved outbound response rates or sales productivity can indicate reliable intent modeling.

Timeliness and Context

Real-time or near-real-time intent is valuable for acting at the right moment. Check if the platform updates intent insights continuously and provides context (e.g., which topics a target account is researching). Without context, sales teams might struggle to tailor their outreach even if they know an account shows “surging” intent. Note that real-time signals mean within a minute or two, whereas some platforms only update their signals daily, weekly, or monthly.

Resource

Understanding 1st, 2nd & 3rd Party Intent Data (by Warmly’s in-house data expert)

Signal accuracy has a direct impact on pipeline generation. In a Forrester survey, over 85% of companies using intent data reported achieving business benefits such as higher outbound email response rates and more successful sales prospecting.

However, the same research also noted gaps between expectations and outcomes when intent data is not used correctly, indicating that simply having data isn’t enough; it must be accurate and actionable.

Buyers should therefore validate the platform’s intent signals in a pilot or proof-of-concept and favor vendors with transparent methodologies. Said another way: Blackbox intent models used by the same industry leaders (6sense & Demandbase) are outdated in the ABM 2.0 landscape.

3. AI and Automation Capabilities

Nearly every demand generation tool today claims some form of artificial intelligence or automation. The challenge for buyers is to cut through the hype and determine how advanced and useful a platform’s AI capabilities truly are. At a baseline, demand generation software should automate repetitive tasks, but best-in-class platforms use AI to drive smarter decision-making and personalization at scale. Consider the following when evaluating AI and automation:

AI Lead Scoring

Does the AI analyze data to predict which leads or accounts are most likely to convert? Ingesting your CRM data and data about your ICP should allow a good AI Lead Scoring model to predict propensity to buy, allowing marketing and sales to focus on the highest-value targets. 

AI Personalization

Some solutions incorporate AI to dynamically personalize outreach—for example, Mutiny’s platform uses AI to tailor website headlines and calls-to-action for each visitor, and other tools use AI to generate email copy or sales scripts. Evaluate whether the AI can actually create or adapt content in a meaningful way (e.g., using large language models for personalization) or if it’s limited to simple rule-based personalization. High-performing marketing organizations are already leveraging generative AI for content; 84% of “high-performing” marketing teams use generative AI in creative work, according to Gartner’s latest CMO survey.

Routing & Alerting

The platform should automate multi-step workflows. This could mean automatically adding a lead to an email nurture, alerting a sales rep on Slack when an account hits an intent threshold, or launching a targeted ad campaign—all without manual intervention. Look into how routing rules work. Can you send leads to reps based on territories (geographic, size-based, industry)? You never know when your RevOps team will redo how territories are done.

Lastly, if the platform aims to help you with inbound lead conversion, ensure that round-robin’ing is built into the platform for the even distribution of leads. Default is a good example of a demand generation tool that does this well.

Resource

How to Use AI in Your Sales and Marketing Tech Stack (by Warmly’s in-house data expert)

Artificial intelligence is now used in virtually every aspect of marketing operations, so look for platforms that weave AI into the core product (not as an afterthought add-on). While evaluating AI features, request demos of specific use cases, e.g., an AI-driven campaign launch or a discussion of how the system adapts over time.

Additionally, ask about the results current customers see—are they actually reducing manual work or increasing conversion rates thanks to AI?

Remember that AI is not a goal in itself; it’s a means to increase efficiency and effectiveness. Adoption is growing fast (only about 10% of marketers now say they have no plans to use AI in their work), so your chosen platform should be keeping pace with this trend. The right solution will augment your team, acting as a “force multiplier” that handles analysis and repetitive tasks so your people can focus on strategy and creativity.

4. Omnichhannel Engagement and Orchestration

Today’s B2B buyers traverse many channels—from search and social media to webinars, review sites, emails, and beyond. To generate demand effectively, your software must enable an omnichannel engagement strategy. This means reaching and nurturing prospects across the channels they frequent, with a consistent message, and coordinating those touches for maximum impact. Key questions to evaluate:

Channels Supported

Identify which channels the platform can manage or integrate with. Common ones include email marketing, digital ads (display, LinkedIn, Google), website personalization, chatbots or live chat on your site, SMS/text, and even direct mail or outbound calling via integrations. A robust demand gen platform will allow multi-channel campaign builds—for example, serving a LinkedIn ad to a target account, then emailing them a whitepaper, and later triggering a sales call task, all as part of one workflow. If a solution only handles one channel (say, just email automation), it may limit your ability to engage buyers who prefer other touchpoints.

Orchestration Logic

Beyond supporting channels, how well does the tool coordinate them? Look for features like journey orchestration or sequencing that adjust the next touch based on buyer behavior. For instance, if a prospect interacts on LinkedIn but not via email, the system might shift budget toward LinkedIn ads for that person. Account-based marketing platforms such as Terminus, Salesloft & Outreach shine here by enabling coordinated, multi-channel sales & marketing campaigns from one interface.

Contact Data for Person-Based Marketing

Most intent data signals (especially from legacy ABM platforms) only generate account-level leads. This is helpful, but you need to reach out to an actual person to build pipeline. Going to the person-level is relatively new but exciting in Demand Gen. Providers like Warmly, RB2B, and Vector are the first in the space to offer person-based marketing. If your signals offer account-level leads, then you’ll need to make sure they provide high-quality contact data to

Clear trends back the importance of omnichannel engagement: 94% of B2B decision makers now view omnichannel as equally or more effective than traditional single-channel sales models. Buyers flip between self-service digital research and human interactions, so your demand generation platform should empower you to be everywhere your buyer is.

For example, some tools integrate a chatbot on your website that ties into email nurture streams, while others can trigger LinkedIn InMail via automation. The recommended checklist includes verifying integrations or native capabilities for social media (especially LinkedIn for B2B), content syndication, ads, email, events/webinars, and direct sales touches.

5. CRM and Marketing Stack Integration

No demand generation platform exists in isolation. It must fit into your existing sales and marketing tech stack, with CRM integration being especially critical. For most B2B organizations, the CRM (e.g., Salesforce or HubSpot CRM) is the central source of truth for leads, contacts, accounts, and pipeline. If your new software doesn’t seamlessly integrate with CRM and other key systems, you risk data silos and process breakdowns.

As you evaluate options, make sure to check:

CRM integration depth & custom fields

Does the platform offer a native, real-time integration with your CRM? Essential capabilities include syncing leads/contacts and their activities, updating account or opportunity fields (such as intent scores or campaign responses), and creating tasks or alerts for sales reps. Ask for any history of downtime or overwriting data—these would have catastrophic effects on your GTM system. Good demand generation software errs on the side of writing new fields to CRM but not overwriting any data.

Lastly, you will want to use custom fields to be able to sync in additional signals or lead scoring logic. For example, a common need is to route based on BDR owner vs Account owner (AE). Account owner is the default field, whereas your sales operations team might have an additional custom field called BDR owner. You’ll need to be able to utilize this throughout a good demand generation platform.

Extended channel integration ability

Beyond CRM, consider other systems like your marketing automation platforms (Marketo, HubSpot Marketing, Pardot, Drift, Qualified, etc.), email systems, webinar software, and sales engagement tools (Outreach, Salesloft). Good demand generation software could either replace some of these or connect to them. For example, Warmly has built a native AI chatbot to replace legacy chatbots like Drift. However, it does not have a native email sequencer and is instead integrated with Outreach & Salesloft.

Export, webhooks & APIs

Even if native integrations are limited, does the platform allow flexible data export, webhooks, or open APIs? This will determine if your engineering team can connect it to your data warehouse or custom workflows, or middleware providers like Clay.

Look for customer references or demos illustrating data flowing from the platform into Salesforce or HubSpot in real time, and read help-center documentation. Finally, consider the vendor’s partnership ecosystem: a strong ecosystem is a sign that integration has been proven out by many other customers. In short, verify that the “plumbing” works—it may not be the flashiest checklist item, but it’s arguably one of the most important to get right for long-term success.

6. Agentic Future

The next evolution of demand generation is driven by AI-powered agents—tools that automate, personalize, and optimize marketing and sales activities without human bottlenecks. This shift enables leaner, smarter teams to produce greater results.

Forrester found that companies using AI-powered sales and marketing automation tools saw 1.5x faster pipeline velocity.

And at the same time that agentic future (as of 2025) isn’t quite “here” yet, there is still great value in demand generation marketers utilizing human SDRs to do work.

What are AI Marketing & Sales Agents?

AI Marketing Agents and AI Sales Agents work together to:

• Continuously monitor buyer intent signals
• Dynamically generate person-level campaigns
• Automate multi-channel outreach (email, LinkedIn, chat, calls, ads)
• Trigger human involvement only at key inflection points

AI GTM agents can and will provide huge boosts to marketers:

• Creating dynamic TAM with AI Marketing Ops Agents (traditional firmographics miss up to 50% of potential market due to outdated filters)
• Reducing conversion leakage from inbound forms with AI-powered chatbots and timely pop-ups with AI Demand Gen Agents.
•  Running omnichannel outbound campaigns that A/B test & update on learnings with AI Demand Gen Agents.
•  Saving money on agencies & SDRs, but instead using much more cost-effective AI SDR agents.
•  Accelerate the future where marketers will own all of pipeline generation (managing SDRs and owning full-funnel acquisition)

So when evaluating a Demand Generation Platform, look into:

Human-in-the-loop

How does the system alert humans to leads and notify humans of errors? Where can humans put in input, and how can you segment humans to work on the hottest and most enterprise-y leads?

Does your human team enjoy using the platform or believe it will save them time/effort? Are there AI co-pilot features that assist your human team?

AI marketing agents

Which parts of your marketing GTM system can you add marketing agents to? Is there agentic data collection? Lead scoring? Orchestration? If not, will this be on their roadmap in the coming year or two?

AI sales agents

Which parts of your sales GTM system can you add sales agents to? Is there an agentic inbound follow-up? Content personalization? Account prospecting? Outbound emailing or LinkedIn DM’ing? If not, will this be on their roadmap in the next year or two?

How Does Warmly Stack Up to This?

Having outlined the core checklist for evaluating demand generation software, let’s assess Warmly against these criteria. Warmly position ourselves as an agentic demand generation platform, and we compete broadly in the account-based marketing and sales space.

Here’s how Warmly measures up on each checklist item:

In summary, Warmly aligns very well with the buyer’s checklist we outlined. We offer high data quality by aggregating top data sources, accurate intent signals through multi-source monitoring, sophisticated AI automation that acts on insights instantly, authentic omnichannel engagement (spanning email, ads, chat, and social), and seamless CRM integration to close the loop.

Our unique differentiator is combining all these strengths in an autonomous, AI-driven system tailored for smaller marketing teams. While many platforms might meet one or two of the checklist items, Warmly aims to check all the boxes in one solution.

If you’re a VP of Demand Generation or CMO evaluating your options, Warmly is worth comparing against well-known players like 6sense or Demandbase—especially if you seek a vendor-neutral, all-in-one platform that can rapidly turn intent signals into revenue without a large operations staff.

The checklist above can serve as your guide in that evaluation, ensuring whichever software you choose will empower your marketing efforts in a data-driven, efficient, and scalable way.

In the early 2010s, Account-Based Marketing (ABM) took over almost every B2B go-to-market strategy. ABM flipped the funnel to focus on specific companies, aligning sales and marketing around target accounts, often yielding better sales-marketing collaboration and efficient use of resources.

The term “ABM” was coined in 2004, but the approach didn’t gain momentum until the 2010s when new digital tools allowed for more precise account targeting. By treating each target company as a “market of one,” ABM promised personalized marketing at the account level and was seen as the antidote to generic mass marketing.

However, ABM has a fundamental flaw: it targets accounts, not people. To drive revenue in 2025, marketers need to go beyond account-centric thinking and instead utilize Person-Based Marketing (PBM): a bold new approach that puts individual buyers at the center of your strategy.

Let’s explore person-based marketing, why ABM is losing relevance for B2B sales and marketers, and why PBM is the next-generation strategy that fixes ABM’s blind spots.

ABM’s Rise and Its Biggest Blind Spot

ABM emerged as a popular strategy as it recognized that not all leads are equal and that you should give VIP treatment to the accounts that matter most. It made sense as a solution to long B2B sales cycles and complex deals. Marketing and sales teams rallied around a curated list of target companies, coordinating their efforts to engage those accounts with tailored content and outreach. This alignment did yield benefits as companies saw higher ROI by focusing on high-value accounts, and sales felt marketing was finally delivering quality over quantity.

But, again, there was a fundamental flaw: the account is not signing the contract; the person is. Each account is made up of individual stakeholders with different roles, interests, and influence on the purchase. By focusing solely on the account and not the person, ABM can easily misfire by aiming messaging at the wrong person or overlooking the true buying signals coming from specific individuals.

Consider the following scenarios:

Scenario A: Your ABM platform flags Acme Corp as “engaged” because someone from Acme downloaded a whitepaper. Sales gets excited and reaches out to their contacts at Acme. But the person who downloaded that whitepaper is an intern with no buying power. ABM did not and does not distinguish this nuance; it simply saw account activity and labeled the entire account as interested.

Scenario B: A senior decision-maker at a company not on your target list visits your pricing page and interacts with your chatbot. This person is showing intent to buy. ABM did not and does not notice because that company was not on the predefined list.

ABM’s account-centric strategy was built for an era when simply figuring out which company to pursue was the main goal. But now that we have the data and technology to get far more granular, sticking rigidly to account targeting is a liability in 2025. Marketers are finding that the traditional ABM approach is disconnected from how B2B buyers actually behave today. Let’s look at what’s changed.

Multiple Stakeholders per Deal

Buying decisions now involve an average of 6 to 10 decision-makers in a complex B2B sale. Those individuals each consume content and evaluate vendors on their own. ABM, which treats the account monolithically, might engage a couple of obvious contacts but falsely assume the account is covered. In truth, you need to influence many people within that company, and you can’t do that with a one-size-fits-all account blast. If your ABM strategy only reaches a few contacts or one department, you’re missing others who also hold sway.

Digital, Self-Directed Buyer Journeys

Today’s B2B buyers do extensive independent research. 67% of the buyer’s journey is now done digitally before a prospect ever speaks to a salesperson. Buyers read blogs, watch webinars, and compare reviews, leaving behind a trail of intent signals as individuals. ABM platforms that rely on firmographic fit and account-level web visits struggle to capture these person-level signals. An account might appear “cold” simply because the key individuals are quietly researching on third-party sites or under personal email addresses. By the time the account shows up on the ABM radar, it’s likely too late, as a competitor using a PBM platform has already engaged with the person and won the deal.

Expectation of Personalization

Modern buyers demand to be treated as people, not accounts. 80% of business buyers are more likely to purchase from a company that provides personalized experiences. Generic marketing to “ACME Corp” won’t cut it if it doesn’t speak to the pain points of the specific person you’re contacting. True personalization happens when it speaks to the person, not the account, like addressing Bob’s role as a CTO or Sarah’s unique interest in improving cybersecurity. ABM is not granular enough to deliver that at scale.

Real-Time Signals vs. Static Lists

Traditional ABM operates off static target account lists and quarterly planning. But people’s roles and purchase intent are fluid: individuals change jobs, new stakeholders emerge, and priorities shift. By one estimate, B2B contact data decays at a rate of about 30% per year, which means if you built a target list last year (or even last quarter), a third of those contacts are likely outdated. Legacy ABM platforms often don’t refresh contact data fast enough to keep up with the rapidly changing market, leading to wasted effort marketing to people who have left, and missed opportunities with new people who have entered the scene.

All these things point to a fundamental truth: you don’t sell to companies; you sell to people. It’s people who read our content, people who show up to our webinars, and people who ultimately make purchase decisions. ABM has struggled to adapt to this people-centric reality.

It’s like trying to win a modern, digital-era battle with a strategy designed for an older war. The intent was right, but the target is off. To engage today’s buyers, you need to target people and their intent first and foremost. This is where Person-Based Marketing comes in.

From Accounts to Individuals: What is Person-Based Marketing?

Person-Based Marketing (PBM) is the evolution of ABM as it corrects ABM’s core weakness: its inability to distinguish person from account.

PBM is exactly what it sounds like: marketing based on the person, not marketing based on the account. PBM markets and sells to the specific people at your target accounts who show interest, rather than the account as a whole.

As the co-founder of one PBM platform put it, “Traditional marketing was talking to target audiences, ABM is talking to accounts, while PBM talks to the person.” In practice, that means every campaign, every message, every touchpoint starts with an actual human buyer in mind: their name, role, pain points, and engagement history. Person-Based Marketing acknowledges that within any given account, you might have a dozen different individuals interfacing with your brand, and each one needs a tailored approach.

Key principles that distinguish PBM from ABM

Individualized Targeting

Where ABM starts with a list of companies, PBM starts with a list of people. Yes, those people work at companies you care about (your ICP accounts aren’t irrelevant), but PBM drills one level deeper. For example, instead of “ACME Corp” as a target, PBM identifies which stakeholders at ACME should be targeted, e.g., Jane Doe, Director of Finance, who has been researching cost-management solutions. PBM doesn’t waste effort on ACME employees with zero influence on the deal; it concentrates on the real decision makers and influencers.

Person-Level Intent Data

PBM systems ingest and analyze signals at the contact level. This can include first-party data like a visitor’s email address captured on a web form, third-party intent data showing content consumption by specific people (via cookies tied to business emails, for instance), engagement on social media, webinar attendance, etc. PBM builds an intent profile for each individual by stitching these signals together. This way, when John Smith from XYZ Inc. compares solutions on review sites or likes multiple LinkedIn posts about a relevant topic, PBM platforms alert you, even if John never filled out a form on your site. The focus is on who is showing intent, not just which account.

Hyper-Personalized Messaging

Because PBM knows exactly which person it’s addressing, campaigns can be deeply personalized. This goes beyond inserting a first name in an email. It means tailoring content and outreach to that individual’s interests and stage in the journey. For example, if PBM identifies that Jane Doe from Finance just read a blog on “ROI of cloud so ware,” the follow-up can be an email from a sales rep highlighting a case study relevant to CFOs, or even an AI-driven ad that addresses financial ROI of your product—served directly to Jane across her devices.

This level of personalization at scale simply wasn’t feasible in older approaches. And it pays off: personalized outreach dramatically boosts engagement and conversion, which is no surprise given that relevance is what B2B buyers respond to. (Recall that 80% of buyers are more likely to buy from a company that personalizes the experience.)

Multi-Channel, One-to-One Engagement

ABM often relies heavily on broad tactics like display ads and email nurtures to all contacts at an account. PBM, on the other hand, enables true one-to-one engagement across channels. That could mean displaying ads only to a set list of individuals (a capability some ad platforms and vendors like Influ2 pioneered), sending tailored LinkedIn messages or connecting via social when a person engages with certain content, and even orchestrating direct mail or event invitations to specific people. The outreach is orchestrated to feel personal because it is personal, having been triggered by that person’s actions.

Essentially, PBM treats each important contact as its own “market of one,” which was the original spirit of ABM, now executed at the contact level.

Dynamic and Real-Time

Person-based marketing continuously updates who is a priority based on real-time behavior. Instead of static account tiers that sales and marketing agreed on months ago, PBM will constantly surface new hot leads because someone new at Company X started surging on intent signals just yesterday. It’s adaptive. It also means PBM can react the moment an individual takes an action.

For instance, if a target person visits your pricing page, a PBM system could automatically alert their account rep and even trigger an AI-created email to that person within minutes, addressing what they might be looking for. Speed matters—research from 6sense shows 91% of buyers come to a sales conversation already familiar with your brand. If you wait weeks to respond to signals at an account because you’re on a fixed ABM schedule, you’re missing the window when interest is highest.

In many ways, PBM can be seen as ABM 2.0 as it takes the best parts of account-based strategy (focus and alignment on high-value targets) and updates the tactics to be people-centric and data-driven. ABM said,

“Focus on the best-fit accounts.” PBM says, “Yes, and now within those, focus on the actual people driving the deal and give them an experience that feels tailored just for them.” It’s a crucial shift in mindset from account-first to person-first.

Legacy ABM Tools vs. the PBM Approach

Traditional ABM platforms like 6sense and Demandbase emerged by focusing heavily on accounts, reflecting a previous era in B2B marketing. While helpful, marketers frequently run into limitations with these tools. It's one thing to know that a particular account, say ABC Corp, is interested; it's another to identify precisely who within ABC Corp is showing intent. Likewise, important buyers from companies not previously targeted can remain invisible using the traditional ABM approach.

Even established ABM vendors are beginning to pivot. Demandbase recently partnered with Warmly, a pioneer in Person-Based Marketing (PBM), to enhance its platform with detailed, individual-level insights. This collaboration enables marketers to identify specific website visitors and their buying intent, effectively overcoming the anonymity barrier. Industry insiders noted this partnership has significantly improved Demandbase’s ability to surface high-quality leads, even surpassing competitors like 6sense.

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However, despite these enhancements, platforms like 6sense and Demandbase still primarily revolve around account-level analytics. They’re excellent at identifying which companies fit the ideal customer profile or are actively shopping, but this remains a top-down process, starting with accounts and then drilling down to individuals. PBM reverses this model: it identifies engaged individuals first, then connects them back to their respective accounts.

To illustrate this difference clearly, traditional ABM tools provide a heatmap highlighting account-level intent, indicating something like “Acme Corp shows strong interest this week.” PBM tools, in contrast, provide a heatmap highlighting individual intent, pinpointing exactly who, like Jane Doe from Acme Corp, is actively researching solutions right now. The actionable value of person-level insights is clear.

Account-based models also struggle to keep pace with the rapid shifts in buyer activity. ABM platforms often rely on static account lists updated quarterly or annually, potentially missing key buying signals from accounts not previously identified as targets. PBM tools, however, continuously monitor and respond dynamically to signals from individuals, enabling marketers to identify and engage newly interested accounts immediately.

Moreover, traditional ABM tactics, such as broad account-based advertising, often waste budget by indiscriminately targeting large groups within an organization. PBM’s person-centric approach emphasizes precise targeting. Instead of delivering ads broadly to all company employees, PBM ensures tailored messaging reaches only the specific, relevant individuals. This approach boosts effectiveness, reduces wasteful spending, and minimizes the irritation caused by irrelevant advertising.

In summary, legacy ABM tools revolutionized B2B marketing when they emerged, but are now increasingly mismatched with modern buying behaviors. The industry faces a critical choice: persist with a rigid account-centric model or embrace the precise, dynamic, and person-centric approach that data favors.

Warmly and the Rise of Person-Based Marketing

Person-Based Marketing (PBM) isn't just theoretical; innovative platforms like Warmly are already implementing it. Warmly has positioned itself as a leader in PBM, leveraging modern technology and AI automation to address the limitations traditional ABM platforms face.

Here's how Warmly operationalizes person-based marketing.

AI Marketing Agents for Personal Outreach

Warmly uses AI-powered virtual sales assistants (AI SDRs) to engage directly with leads. These agents detect individual intent signals and automatically send personalized messages across channels like email, LinkedIn, or chat. For example, if a prospect views specific content on your website, Warmly’s AI can promptly reach out with a relevant message, ensuring timely and personalized interactions at scale. The AI undergoes strict quality checks, ensuring communications remain thoughtful, compliant, and on-brand.

“Waterfall” Data Validation & Enrichment

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Warmly's Person360™ Waterfall Enrichment integrates data from numerous reputable sources (like Clearbit, Bombora, and Demandbase) to identify and enrich lead information. If one data source lacks details, Warmly seamlessly moves to the next source, significantly improving match rates.

Unlike traditional ABM—which might only identify that "someone from Acme Corp visited"—Warmly pinpoints the specific individual (e.g., "Jane Doe, CFO of Acme Corp visited your pricing page at 10:30 am"). This process ensures accurate, current, and actionable contact data, reducing wasted efforts on outdated leads.

Real-Time Person-Level Signals Tracking

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Warmly tracks and de-anonymizes individual-level intent signals from website interactions and content engagement in real time. Rather than broadly increasing an account’s intent score over time, Warmly immediately identifies specific individuals demonstrating active interest, allowing sales teams to focus precisely on hot leads as opportunities arise. The platform essentially provides a continuously updated to-do list based on live buyer behavior.

CRM Integration and Workflow Automation

Warmly seamlessly integrates with CRMs and marketing automation tools such as Salesforce and HubSpot. It automatically pushes enriched data and intent signals directly into existing workflows, ensuring sales and marketing teams operate from the same, real-time data set. Warmly can trigger immediate follow-up actions, assign tasks, or initiate targeted outreach automatically, closing gaps between marketing signals and sales follow-up.

Privacy-Compliant Data Architecture

Since PBM involves personal data, Warmly has built compliance into its foundation. Warmly prioritizes compliance, ensuring data collection and enrichment adhere strictly to GDPR and CCPA regulations. It focuses exclusively on professional contact information, respects opt-out requests, and continuously updates contact records. This compliance-first approach allows marketers to confidently pursue personalized strategies ethically, respecting user privacy while providing relevant outreach.

Warmly’s rapid adoption highlights the growing industry demand for precise, person-level insights in B2B marketing. Its partnership with established ABM leaders like Demandbase further validates PBM's strategic importance, demonstrating an industry-wide shift towards personalized marketing tactics. Early adopters report improved lead capture, greater engagement effectiveness, and accelerated sales cycles, underscoring the transformative potential of Warmly’s person-based approach.

Conclusion: It’s Time to Put People First

ABM was a valuable step forward—it taught B2B marketers to prioritize quality over quantity and align closely with sales teams. But buyer behavior has evolved. It’s now more distributed, digital, and distinctly personal. Continuing to market solely at the account level is like reading only headlines while missing the critical details beneath. The future belongs to Person-Based Marketing.

Marketers who cling to outdated mindsets (“we target accounts, let sales worry about contacts”) will increasingly lose ground to competitors who engage buyers individually. The data clearly shows that buyers want and respond to personalization, they involve many colleagues in decisions, and they leave plenty of breadcrumbs when they’re interested. PBM is about picking up those breadcrumbs and acting on them person-by-person, rather than waiting for an account to hit some arbitrary score.

For marketing leaders—CMOs, VPs, Heads of Demand Gen—the message is clear: don’t just challenge the status quo, upend it. The tools and strategies available today make it possible to do what was once a marketer’s dream: talk to the right person at the right company at exactly the right time with a message that resonates. That’s the promise of person-based marketing. It’s not theory; it’s here now, and it’s working.

If ABM was about treating a big fish differently than a minnow, PBM is about recognizing which specific fish in the school is nibbling your line. It’s a more precise, surgical approach to B2B growth. It’s time to move beyond static account targeting and embrace this person-focused future. After all, marketers don’t sell to companies; they sell to people. When you market to people instead of logos, the companies (and revenue) will inevitably follow.

Looking to experience Warmly for yourself? Book a demo today.

RevOps and MarketingOps leaders face a critical question as AI promises to revolutionize go-to-market operations: How extensively should we deploy AI in our sales and marketing tech stack?

It’s tempting to jump on the AI bandwagon—especially as 88% of marketers believe AI and automation are essential for meeting customer expectations—yet reality shows organizations only use ~56% of the tools they buy.

The goal isn’t to be anti-AI, but to apply AI in a pragmatic, fit-for-purpose way backed by solid infrastructure and strategy. This article provides a data-driven framework to evaluate where AI (from AI SDRs and lead scoring to chatbots and content generation) makes sense in your stack, and where a human touch or process improvement might yield better returns.

We’ll explore a decision matrix for when full AI-driven outbound is appropriate vs. not, key questions to ask before deploying AI outreach, the risks and constraints to plan for (hallucinations, deliverability, brand control, etc.), and recommendations for AI tools across various categories. The guidance is analytical and realistic, targeted for RevOps, MarketingOps, and GTM architects who must ensure AI investments drive ROI and align with their team’s capabilities.

Table of Contents

1. The Role of AI in Today’s GTM Stack
2. Decision Framework: AI Marketing Agents
3. Decision Framework: AI Sales Agents
4. Key Questions to Answer Before Deploying AI in GTM
5. Risks and Constraints of Using AI
6. Tool Recommendations Across Key Categories
7. Conclusion: AI in Your GTM is a Goldilocks Approach

1.‎ The Role of AI in Today’s GTM Stack

AI is increasingly touching every part of sales and marketing. According to HubSpot’s State of AI report, AI adoption among sales teams has surged to 43% in 2024, up 9% from 2023. Sales professionals cite AI’s power to dramatically scale their efforts—half of the reps surveyed agreed, “AI enables scalability in ways that would otherwise be impossible.”

Where can AI enhance GTM?

Common high-impact use cases include:

AI SDRs & Outbound Prospecting: Autonomous agents or workflows that research prospects and send outreach (emails, LinkedIn messages) to book meetings.

AI-Powered Lead Scoring: Machine learning models that prioritize leads/accounts based on likelihood to convert, using intent signals or behavioral data.

Conversational AI & Chatbots: AI chatbots on your website or messaging channels that engage visitors, answer questions, and pre-qualify leads in real time.

Content Generation & Personalization: Generative AI tools that draft sales emails, social posts, or even landing page copy tailored to different segments, and AI-driven personalization of web experiences.

These AI capabilities can streamline workflows and improve personalization at scale. For example, the number one way B2B sales teams use AI today is for writing sales content and prospect outreach messages. Importantly, AI isn’t a complete replacement for humans—the vast majority of sales pros still edit AI-generated text before using it to ensure accuracy and brand alignment.

The upshot: AI can offload repetitive, data-heavy tasks (research, list building, initial drafting, data analysis) so your team focuses on strategy and relationships.

However, as we examine next, the extent to which you rely on AI vs. humans should be dictated by your business specifics—especially your TAM (Total Addressable Market) and ACV (Average/Annual Contract Value).

2.‎ Decision Framework: AI Marketing Agents

AI Marketing Agents can be used across your marketing motion and are more mature than AI Sales Agents. Not every organization will benefit equally from a “full AI inbound or full AI marketing” strategy. It depends on where you want to scale and how your marketing organization is set up.

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Using Top of Funnel AI Marketing Agents: AI Marketing Ops Agents for Cold Leads

AI Marketing Ops Agents focus on warming up the cold part of your TAM and are primarily used to perform TAM Analysis and Lead Scoring. Agentic TAM Analysis should help you understand the full set of accounts and contacts you could feasibly sell to by analyzing your market, competition, and adjacent verticals. Agentic Lead Scoring should help you score all these leads using signals demonstrating who is in market to buy now and creating a temporal view of how often each signal is exhibited.

By using AI against your Closed/Won customer data, agentic lead scoring can predict who is likeliest to close by matching it against what your customers did leading up to their closing in the past.

Using Middle of Funnel AI Marketing Agents: AI GTM Engineering Agents for Warm Leads

AI GTM Engineering Agents work on warming up the warm part of your TAM and primarily send targeted micro campaigns at scale using AI ads, emails, and LinkedIn messages. Since AI cold calling is mostly illegal, we don’t recommend this.

These agents should work on A/B testing your warm market and quickly verticalize and horizontalize your personas and verticals. The goal should be driving leads to your website for later conversion and pushing these leads to exhibit more and more signals.

Using Bottom of Funnel AI Marketing Agents: the AI Demand Gen & MDR Agents for Hot Leads

AI Demand Gen & MDR agents focus on inbound conversion to a booked meeting and tend to live on your website. These agents can generate landing pages and pop-ups, and utilize AI chatbots to interact live with your website visitors and A/B conversion flows.

A note on constructing your marketing team for AI Marketing Agent Readiness

Most marketing teams in the 2020s were structured vertically by channel: someone for paid, someone for SEO, someone for social, someone for events, etc. Across our customer base, we’re seeing a shift and a realization that this organizational structure is broken for an agentic future. This structure leads to disjointed handoffs, misaligned KPIs, and a lack of ownership over revenue.

Here’s what happens:

• The ads team wants to get a great ROAS and doesn’t want to share credit with the SDR org.
• The content team is focused on engagement metrics, not pipeline acceleration.
• The events team is optimizing for booth scans, not revenue influence.

No one admits to multi-channel attribution. The result: marketing celebrates success in their vertical while sales struggles to hit quota.

If you want to arm your marketing team with AI agents whose goal is to warm up your TAM and grow your pipeline, consider a horizontal integration of your marketing team:

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1. TOFU (Top of Funnel) Marketer:

Title: AI Awareness Marketer

Team: Owns awareness and audience growth on Cold Leads with AI Marketing Agents. Content, brand, paid, SEO, social → all focused on capturing attention and demand.

Goal: Maximize problem & market awareness

2/ MOFU (Middle of Funnel) Marketer:

Title: GTM Engineer

Team: Owns signal-stacking plays on warm leads with AI Marketing Agents. Marketing-led outbound with Automated Email, LinkedIn, targeted micro campaigns

Goal: Turn interest into website visits, omnichannel

3/ BOFU (Bottom of Funnel) Marketer:

Title: Demand Marketer

Team: Owns conversion & pipeline acceleration on Hot Leads with AI Marketing Agents. Directs SDR teams on where to focus and holds live chat conversations.

Goal: Book meetings that are qualified pipeline

Proof: Gong saw a 3X increase in pipeline velocity by aligning content, sales enablement, and demand gen under one BOFU team.

3.‎ Decision Framework: AI Sales Agents

AI Sales Agents can be used across your sales motion. While they can be deployed post-qualified opportunity (e.g., AI notetaker, researcher, and deal room), we will focus here on the pre-sales motion use of AI.

Not every organization will benefit equally from a “full AI outbound” strategy. It depends on your GTM motion.

‎In general, consider the following scenarios:

Small TAM + Low ACV (Bottom-Left)

If your reachable market is small (e.g., < ~5,000 accounts) and your deal sizes are low (< $10K ACV), fully automating outbound with AI is likely not worthwhile. You have a limited pool of prospects, and each isn’t very valuable—a spray-and-pray AI SDR will quickly spam your TAM for little return (Brendan Short posted on the topic). In this scenario, rather than an AI blitz, focus on highly targeted, human-led outreach or other channels (inbound marketing, referrals, etc)

AI use: maybe minimal (research assistance), if any.

Small TAM + High ACV (Top-Left)

With a narrow market but large deal sizes (e.g., enterprise accounts), outbound can work, but it should be highly orchestrated and personalized. A human-first approach is best, since each prospect is high-value. AI can assist reps with research, drafting customized messages, or augmenting an Account-Based Marketing (ABM) program–but not fully take over interactions. In practice, many companies avoid AI SDRs for true enterprise segments.

AI use: non-prospect facing.

Large TAM + Low ACV (Bottom-Right)

If you sell to a large volume of prospects but at low price points, you face a volume game. Here, automation is necessary to cover the ground economically. Think of this as more akin to marketing automation: you might use AI to personalize at scale, but you must ensure efficient workflows because each deal’s revenue is small. Many SaaS SMB segments fit this: thousands of potential small-business customers. An AI outbound system could generate lots of meetings, but you’ll need extremely efficient sales follow-up to make the economics work.

AI use: high for automation (sequencing, email personalization), plus strong deliverability management (to avoid spam issues when scaling volume).

Large TAM + High ACV (Top-Right)

A large market and high-value deals are the sweet spot for AI-driven outbound. With many potential customers and significant revenue per customer, scaling outreach via AI can unlock a tremendous pipeline. This is often the mid-market or commercial segment: enough accounts to go broad, deals worth enough to justify personalized touches at scale. Here, a well-orchestrated AI SDR can dramatically augment your team’s capacity, contacting far more prospects than humanly possible and feeding your sales team with opportunities.

AI use: very high—you’ll want to leverage AI for prospecting, multi-channel sequences, follow-ups, etc., while still monitoring quality.

4.‎ Key Questions to Answer Before Deploying AI in GTM

Implementing AI lead scoring, AI orchestration, or an AI SDR requires careful planning. Work through these questions with your team before launching your revamped GTM.

1. AI in Marketing: What signals will drive AI targeting and personalization?

AI is only as good as the data/triggers you feed it. Determine which prospects the AI should contact, and when. For example, will you trigger AI outreach when a lead hits specific intent signals (e.g., visits your pricing page, researches your competitors, or has a firmographic fit)? Define the criteria clearly to avoid random or redundant contacts.

Additionally, decide what data the AI will use to personalize messages—e.g,. {Lead Industry}, {Recent Blog Post Title}, or insights from the lead’s LinkedIn. Investing in good data (intent data, account insights) will make your AI outreach far more effective and targeted.

2. AI in Marketing: How big is our TAM, and what is our ACV?

As discussed above, TAM and ACV are fundamental. If you have fewer than a few thousand prospects or very low deal values, fully automated outbound may harm more than help (see more from GTM AI Expert Brendan Short).

Conversely, huge TAM or high ACV support a stronger case for AI. Calculate the potential ROI: For example, an AI SDR that can contact 10x the prospects of a human—does that yield enough pipeline to justify its cost, given your conversion rates and deal sizes?

3. AI in Marketing: Will our AI go multi-channel?

Consider whether your AI outreach will be email-only, or involve LinkedIn, calls, SMS, or even gifting. Some AI sales agents can coordinate multi-channel sequences—e.g., send an email, then a LinkedIn message, etc., based on response or engagement. Multi-channel can boost engagement, but also adds complexity and risk. If you do this, ensure each channel’s messaging is consistent and you don’t unnaturally bombard prospects from all angles. You may start with a single channel and expand once stable.

Also, ensure compliance with communication preferences (for instance, cold texting prospects might violate consent laws or norms in some industries).

4. AI in Marketing: How will the AI reflect our brand tone and voice?

Every outbound message is a reflection of your brand. If you deploy generative AI to write emails or LinkedIn messages, you must ensure it mimics your desired tone (e.g., friendly and helpful, or formal and consultative). This often means providing the AI with style guidelines or example outputs to follow. Some tools allow you to train a custom model or set a tone profile. Plan for a human to QA the initial outputs.

As one marketing leader said, don’t use AI as a quick fix. Integrate it and keep the human touch to make content authentic. Establish an approval process initially: perhaps AI drafts go to a manager or SDR for review until you’re confident in the AI’s voice.

5. AI in Sales: Does outbound currently work for us?

Be honest about your baseline. If your team is not getting traction with outbound today (emails, calls), identify why before layering AI on top. AI can accelerate execution, but it can also amplify poor targeting or messaging. Ensure you have product-market fit and some outbound playbook that generates meetings; otherwise, focus on fixing that first.

6. AI in Sales: What is our deliverability strategy?

High-volume outbound will wreck your email deliverability if not managed carefully. Plan for tools and practices to maintain inbox placement (warming up sending domains/IPs, rotating through multiple sender addresses, monitoring spam rates). Dedicated email routing solutions (see Tools section) can automate warm-ups and throttle sending. Never neglect this: even the best AI-written emails won’t matter if they land in spam folders. For instance, sending large blasts from one domain without warm-up can drop deliverability precipitously—even a 0.3% spam complaint rate can tank your domain reputation.

7. AI in Sales: Do we have reply management workflows in place?

Great, your AI sends 5,000 emails, and some prospects start replying—who handles those replies? You need a workflow for triaging responses: auto-filtering out-of-office or unsubscribes, quickly routing interested replies to a human rep, and handling objections or questions the AI can’t answer. An AI SDR might handle the first outbound message, but a human should probably take over the conversation when a prospect engages (at least until AI can reliably navigate complex dialogues). Make sure your team (or a queue in your CRM) is ready to follow up promptly, or else leads will go cold.

8. AI in Sales: What happens when (not if) the AI hallucinates?

Generative AI can sometimes produce incorrect or made-up information (so-called “hallucinations”). In outbound, this could mean an AI email referencing a fake statistic or a wrong fact about the prospect’s company—a brand disaster! Decide how you will prevent and catch inaccuracies.

Strategies include: restricting AI to specific knowledge (don’t let it freely generate factual claims), sticking to templates with merge fields for data you provide, and having humans review automated content periodically. Also, plan a fallback: if the AI does say something odd to a prospect, how will you respond or correct it? It’s wise to include an apology and clarification in your playbook for any AI-generated mistakes.

9. AI in Sales: How are we handling meeting scheduling and handoff?

If the AI’s goal is to book meetings, you should integrate a smooth scheduling mechanism. This could be a Calendly link inserted in emails or an automated handoff to a Default or Chilipiper routing system for inbound demo requests (especially if using an AI chatbot like Warmly for inbound). Define if meetings will be round-robin to reps or go to a specific owner. Also, when a meeting is booked, ensure an opportunity or deal gets created in your CRM for the sales team—the handoff should be seamless.

10. AI in GTM: How will we track attribution and influence?

When AI sends additional outbound touches, you’ll want to measure their impact. Set up attribution tracking so that if an AI email influences a deal, you know it. This may involve using unique tracking links, UTM parameters, or sequences that log activities in CRM. Leverage your attribution software (e.g., HubSpot’s attribution reports, or dedicated platforms like Dreamdata or HockeyStack) to see how AI-sourced or AI-nurtured leads progress. Establish KPIs—for example, meetings booked by AI and pipeline generated—and track adverse outcomes (unsubscribes, spam complaints) to gauge the true impact.

11. AI in GTM: How will we calculate ROI and scale if successful?

Define success metrics and the resources AI consumes (licenses, etc.), then calculate ROI. For example, if an AI SDR tool costs $X per month, how many meetings or deals must it generate to be worthwhile compared to hiring another human SDR? Plan to monitor this. Also, if the pilot is successful, how will you scale up—more AI agents, expanding to new segments?

Conversely, set criteria for pulling back if it’s not working (e.g., after 3 months, low meeting conversion rates might mean you pause and rethink). Having reporting in place (performance dashboards) will help manage this.

5.‎ Risks and Constraints of Using AI

Even with the right strategy and prep, you must navigate several risks and constraints when using AI in GTM. Understanding these upfront will help you mitigate them:

Hallucinations & Inaccuracies

As noted, generative AI can produce incorrect or nonsensical outputs if not appropriately guided. In a B2B context, that could mean an outbound email referencing a “recent acquisition” that never happened, or misstating the prospect’s company name—fast ways to lose credibility. To combat this, put quality controls in place.

You may also run AI outputs through an approval layer—even if it’s a quick skim by an SDR—early on. Remember that real-time AI (like a live chatbot) carries a higher risk of unvetted content, so start with conservative use cases or have an easy fallback to a human agent if the AI gets confused.

Awkward or Off-Brand Tone

AI-generated content can sometimes read as awkward or robotic. Prospects are quick to delete emails that feel like mass automation. There’s also a risk of the tone not matching your brand’s voice or the recipient’s seniority level. Mitigate this by training the AI on examples of your best-performing, on-brand emails. Many teams create prompt libraries or use tools that learn from your writing style.

Also, instruct the AI to keep things concise and natural. If you find outputs are still stiff, you might dial back the AI’s role to drafting bullet points or research insights, which a human rep then crafts into a normal-sounding email.

Data Privacy and Compliance

If your AI is contacting prospects, ensure you comply with email regulations (CAN-SPAM, GDPR, CASL, etc.). Just because an AI can send 1,000 emails, doesn’t mean it should—you still need proper unsubscribe links, honor do-not-contact lists, and potentially consent for specific regions. Also, be mindful of personal data usage: if you’re feeding the AI data about individuals, ensure you do it in line with privacy policies. Some AI tools may process data off your servers; verify vendors’ compliance if that’s a concern. Essentially, outbound rules still apply—AI is not an excuse to ignore them.

Internal Adoption & Perception

One risk is internal pushback or poor adoption of AI tools by your team. Sales reps might fear being replaced or be hesitant to trust AI outputs. To address this, involve your team in the AI rollout. Make it clear the AI is there to empower them, not compete with them. Provide training and share early wins to build confidence. Also, maintain transparency: show reps the data that drives the AI’s actions so it doesn’t feel like a black box. If people worry about job security, emphasize that while AI can automate tasks, human judgment and relationship-building remain irreplaceable (and the company will upskill reps to work with the AI).

Escalation & Exception Handling

Have a plan for any unexpected situations. For example, if the AI accidentally emails a customer under a sensitive account or triggers an uncomfortable response (“Is this a bot emailing me?”), how will you handle it? It’s wise to prepare a human response for prospects who ask if the outreach was automated—many companies opt for honesty with a human follow-up:

e.g., “Yes, we use an AI assistant to help introduce companies who fit certain criteria, but I (a real human) am reaching out now to assist you personally.” Most prospects will appreciate the transparency.

By proactively addressing these risks, you can significantly reduce the downsides of AI in your outbound. Many early failures of “AI SDR” have come from skipping these safeguards, resulting in off-brand spammy outreach that tarnishes the company’s reputation. On the flip side, when done thoughtfully, AI outbound can be a game-changer: it can free your team from grunt work, uncover new opportunities, and even improve consistency. The motto to remember: automate responsibly—move fast, but with guardrails.

6.‎ Tool Recommendations Across Key Categories

Assuming you’ve evaluated the fit and planned your strategy, what tools and platforms can help implement AI in your sales/marketing stack? Below, we highlight leading solutions in several categories, from AI SDRs to deliverability, personalization, and more. (Note: inclusion isn’t an endorsement—consider your requirements—but these are popular options in 2025.)

Categories:

1. AI in Marketing: Signal Data Aggregation & Lead Scoring
2. AI in Marketing: Website Conversation & AI Chat
3. AI in Marketing: Attribution & Analytics
4. AI in Marketing: Orchestrating Signal Data to Channels
5. AI in Sales: AI SDRs & Outbound Sequencing
6. AI in Sales: Content Writing
7. AI in Sales: Email Deliverability & Routing

1. AI in Marketing: Signal Data Aggregation & Lead Scoring

Warmly: Warmly uses AI to pull in 9 different types of warm lead signals and waterfalls them across data providers to ensure the data is accurate. Using agentic lead scoring, we will look across your 1st, 2nd & 3rd party signals to maximize the chance that the time spent engaging a lead (whether cold, warm, or hot) won’t be wasted. More on our Signal Data & Waterfalls.

Commonroom: Common Room helps GTM teams know who to target, when to engage, and how to convert through sophisticated signal capture, person and account identification and enrichment, and AI-powered activation agents. Common Room specializes in signal aggregation and is most well-known for its signal data for warm leads stemming from GitHub commits and Discord communities.

2. AI in Marketing: Website Conversation & AI Chat

Tools that help tailor content and engage prospects in a more personalized way, often using AI to adjust messaging or website content per audience.

Warmly: Our inbound marketing AI agents ensure you maximize conversion on your website. Our AI-powered chatbot is fed by website de-anonymization data and your training to be almost as good as a human rep. The AI is capable of fully booking meetings and can use round-robin rules and advanced routing based on CRM data. Our Warm Offers product lets you personalize pop-ups on your website, all in the service of converting more website traffic.

Mutiny: An AI-powered website personalization platform. Mutiny alters your website copy or offers dynamically based on who comes to your website. If your outbound AI sends someone to a landing page, Mutiny could ensure that the page speaks directly to their vertical or pain point, boosting conversion. Think of it as extending personalization beyond the email into the site experience.

Drift by Salesloft: Drift offers AI chatbots that can greet website visitors (often those driven by your outbound or ads) and engage them in conversation. Drift bots use AI to understand questions and qualify leads, handing off to sales reps or booking meetings when appropriate. Essentially, if your outbound email gets a click, a Drift bot on your site could continue the AI-driven engagement by answering the prospect’s questions in real time.

Default: An advanced scheduling and routing tool often used for inbound lead conversion (e.g., instantly routing form fills to a booking calendar). In an AI outbound context, if you drive prospects to a landing page or form, Default can immediately qualify and schedule them with the correct rep. It’s ideal if you want rules-based meeting routing—say, enterprise prospects schedule with a senior AE, mid-market with a junior AE, etc., automatically. Default can also insert scheduling options directly into emails (one-click booking for the recipient).

3. AI in Marketing: Orchestrating Signal Data to Channels

Warmly: Warmly has an orchestration ability that lets you feed in its 1st, 2nd, & 3rd party intent data and set up automated follow-ups to Ads, Emails, LinkedIn & chatbot. Warmly recommends sending ads to cold leads, emails to warm leads, and LinkedIn DMs to hot leads (or letting human sales reps handle those). The world is your oyster with Warmly, since it allows for flexible play building and comes with a dedicated CSM to assist your efforts.

Clay: Clay is an orchestration tool that integrates with hundreds of providers to enrich your data, automate personalized outreach, and implement any idea for GTM. Its flexible template model lets you copy what works best from other GTM influencers. While it is complex to get started, there are lots of good videos and guides on setting up automated outbound.

4. AI in Marketing: Attribution & Analytics

Tools to track multi-touch attribution and the influence of all your channels (including this new AI outreach) on pipeline and revenue.

Dreamdata: A B2B revenue attribution platform that connects and models data across your go-to-market stack. Dreamdata can pull in CRM data, marketing automation data, ad clicks, website visits, and more, then stitch together full customer journeys. This is powerful if you have a longer sales cycle with many touchpoints. You could see if an AI outbound email was the first touch that eventually led to a deal, even if that deal closed 6 months later after many other touches. In short, it gives credit where it’s due in complex B2B journeys.

HockeyStack: A newer entrant, HockeyStack is a revenue analytics and attribution platform with a strong focus on product-led growth (PLG) insights and marketing metrics. It can track attribution of self-serve signups, marketing campaigns, and sales touchpoints in one. If your model involves both product usage and outbound sales, HockeyStack can tie those together (e.g., your AI email brings someone back to sign up for a free trial, which usage then triggers a sales outreach, etc.). It also offers a flexible no-code report builder for slicing data. Use it to prove the influence of your AI-driven touches on pipeline generation and conversion rates.

5. AI in Sales: AI SDRs & Outbound Sequencing

Tools that act as automated sales development reps—researching prospects, sending outreach, and handling initial interactions.

Warmly + 11x: Warmly has teamed up with 11x to get you Human, Automated, or Full AI options for outbounding. Warmly will allow you to notify human sales reps of hot leads so they can personalize outreach. Warmly will also let your GTM leadership team set up workflows and triggered automations using existing sequences coming from existing reps’ inboxes. And 11x is fed Warmly intent-data so its AI SDR can learn by automating outreach to your warm and hot leads to book meetings.

Regie.ai: Regie offers an AI-driven sales engagement platform (SEP). Its AI Agents can determine who to target and what to say by analyzing intent, engagement, and CRM data. Regie automates multi-touch sequences (email, social, etc.) and even list-building.

6. AI in Sales: Content Writing

Lavender: An AI email assistant that works alongside sales reps to write better emails faster. It’s like a coach: as a rep composes an email (or an AI draft is prepared), Lavender suggests improvements – from simpler language to more personalized openings – and scores the email’s quality. It can also pull in prospect details (like recent news) to enrich personalization. Lavender is helpful even if you don’t go full “AI SD”; your human SDRs can use it to significantly improve their messaging. For AI-driven campaigns, you might use Lavender to QA the AI’s output for spam-trigger words or poor wording before sending.

Autobound: Autobound generates hyper-personalized emails instantly based on news, competitor trends, podcasts, social media, financial reports, shared experiences, hobbies, and more. Their AI assistant automates a 30+ minute research and writing process to 2- 3x your reply rate. When you first sign up, Autobound’s AI reads public information on your company to build out the starting messaging for your account. New users can then build out their writing style, toggle insights off/on, & more.

7. AI in Sales: Email Deliverability & Routing

Solutions to ensure your AI-driven emails reach inboxes, through warm-ups, load balancing across send accounts, and spam monitoring.

Smartlead: A robust cold emailing platform designed to manage multiple inboxes and domains, automate warm-ups, and optimize sending schedules. Smartlead helps you spread outbound emails over several sender accounts to avoid volume spikes on one address, and its ESP matching feature aligns your sending patterns to what email providers expect.

Instantly: An all-in-one AI-powered cold outreach tool that helps find leads, send at scale, and maintain high deliverability. Instantly allows unlimited email warm-ups (it simulates human-like email interactions to build sender reputation). It also offers AI personalization features. This is a good choice if you need to ramp up outbound quickly while minimizing spam risk.

Each of these tool categories addresses a piece of the AI GTM puzzle: finding the right contacts, reaching them effectively, engaging them personally, and measuring the results. One product rarely does everything well –you’ll likely have a stack (for example: use an AI SDR tool + an email warm-up service + a scheduling link + an attribution app). The good news is that many of these tools integrate with each other and CRMs to build a relatively seamless workflow.

7.‎ Conclusion: AI in Your GTM is a Goldilocks Approach

AI can be a force multiplier in sales and marketing, but only when applied in the right situations with the proper preparation. As a RevOps or MarketingOps leader, your role is to cut through the hype and ground AI initiatives in business reality. Sometimes, that means saying “not yet” to AI outbound if the fundamentals aren’t in place (small TAM or broken outbound motion). Other times, it means championing a promising AI pilot but ensuring process, data, and team readiness so it succeeds.

At the end of the day, AI in Your GTM is a Goldilocks Approach—there is such a thing as too much AI (at least here in 2025), and there is such a thing as not enough AI. Organizations that add AI to their GTM well set clear metrics, involve their teams, and iterate quickly. You should do the same. Start small, monitor results, and iterate. For instance, you might begin with AI handling a fraction of outbound emails for one segment and compare against a control group of human-only outreach.

Learn from the data and then expand if the ROI is proven.

Culturally, within your organization, foster a mindset that AI is here to stay in GTM, that it’s the present, not just the future, but also that human creativity, empathy, and judgment remain irreplaceable. The ideal scenario is a symbiosis: AI accelerates data crunching and initial engagement, humans build relationships and close deals. As one expert advised, let AI handle the data, but you handle the storytelling.

In summary, use AI where it fits your TAM and ACV economics, ensure you have the infrastructure (data, workflows) to support it, and manage the risks smartly. That’s how RevOps and MarketingOps leaders can make AI a practical success in the sales/marketing tech stack.

PS. Research for this article and tool recommendations was gleefully assisted with OpenAI’s ChatGPT Deep Research. Deep editing & rewriting gleefully assisted by human being Maximus Greenwald & design gleefully assisted by human being Beca Bagdocimo :)