AI supports discovery preparation and client meeting follow-through by compiling account and CRM context before calls, automatically capturing call, email, and meeting activity, creating meeting notes, drafting recaps and follow-up emails from raw notes or transcripts, suggesting and syncing CRM updates, creating records and tasks from conversations, and handling related deal-admin work so sales teams stay prepared and keep momentum without rewriting or logging everything manually.
The salesperson or account manager still leads the conversation, validates prep context and summaries, decides what should be recorded in the CRM, and edits any follow-up before it is sent. Humans own the relationship, the judgment, and the next move in the deal.
AI compiles CRM history, prior conversations, and company research into a short brief so reps can prepare faster for discovery calls.
Gong / AvomaAI note takers capture the conversation, summarize the customer’s priorities, and list next steps immediately after the call so the seller does not need to write notes manually.
Granola / OtterGong turns recorded sales calls into recaps, action items, and personalized follow-up emails for rep review right after the meeting.
GongI help companies navigate AI adoption -- from strategy to production. Whether you are building your first LLM-powered feature or scaling an agentic system, I can help you get it right.
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Customer expectations have reset. Here’s how agentic AI across Microsoft 365 Copilot and Dynamics 365 helps sales and service teams meet the new standard—right in the flow of work.
Every customer conversation generates signals about risk, opportunity, competitive threats, and buying intent.
Most of those signals never make it into your systems. They remain trapped in calls, emails, meetings, and disconnected workflows.
As companies race to deploy AI, they've discovered a new problem: AI is only as good as the context it can access.
The result is an action gap: the space between what your customers are telling you and what your organization does next.
Today we are launching Expertise.
The AI assistant built for one person. The account executive.
It handles the work around the deal. You stay on every call and own every relationship.
We also closed our seed round to build it the right way.
This is only the first step.
The bigger plan is a place where anyone can turn what they know into an agent that works for them.
You can try it today at my.expertise.ai.
Most companies already pay for AI tools inside HubSpot. Far fewer have turned them on, and almost none have connected them into one system. That gap was the focus of our recent webinar with Vonazon, a HubSpot Elite Solutions Partner. The session traced a full revenue journey, from AI search visibility all the way to a booked meeting, and ended with the moment everyone talked about in the chat: an Aloware AI voice agent calling a real phone live, qualifying the lead, and writing every answer back to HubSpot on its own.
Here are 10 things I now use AI for every single day to help us close more sales:
PS - free AI sales coach that helps you do all of this yourself (Link below)
1. Build call plans using P.P.O. — Purpose, Plan, Outcome. You send it the account, persona, stage, and meeting goal. It builds you a plan so you walk into every call knowing exactly why you're there, what you're covering, and what decision you're driving toward. Strong calls are designed, not improvised.
2. Turn call notes into follow-up emails in under 2 minutes. Paste in your notes and it writes a clean recap with the pain you uncovered, the business impact, the agreed next step, who owns it, and the deadline. Your buyer gets clarity. You stay in control of the deal.
3. Build discovery questions using F.A.L.L. — Frame, Ask, Listen, Layer. Give it the persona and deal context and it builds questions that make discovery feel like a real conversation. Not an interrogation. Not a checklist. The kind of call where the buyer starts selling themselves.
4. Pressure-test deals against the 3 Whys — Why anything, why us, why now. Paste in a deal summary and it tells you whether you actually have a deal or just an opportunity someone forgot to disqualify. Most pipeline problems are visibility problems.
5. Handle objections using AIA — Acknowledge, Isolate, Answer. Send it the exact objection word for word and it gives you a response that doesn't sound defensive, doesn't over-explain, and doesn't give ground you don't need to give.
6. Build multi-threading plans using the 5x8 Methodology. Tell it the account and your current contact. It helps you identify the 5 people you should be engaging and maps out how to get there. Single-threaded deals die. This is how you fix that before it's too late.
7. Test whether your champion is real or just friendly. There's a difference between someone who likes you and someone who will go to bat for you internally. It pressure-tests for Power, Pain, and Personal Win so you stop confusing access with influence.
8. Script your next steps before every call ends. Before the call, it helps you plan exactly how to confirm value, prescribe the next step, and get the next meeting booked before you hang up.
9. Clean up your forecast using real criteria. Give it your active opportunities and it classifies them as Best Case, Most Likely, or Commit based on whether budget is confirmed, the business case is built, technical sign-off is done, legal is in motion, exec alignment is real, and there is a clear path to signature.
10. Sort your day by actual revenue impact. It helps you separate what moves pipeline from what just feels productive. Prospecting, deal progression, executive access, mutual action plans, call prep, follow-up — versus the admin that fills a calendar but doesn't fill a quota.
Free AI sales coach to help you do this yourself: https://lnkd.in/epxVqjPP
If you want me to coach you directly: https://lnkd.in/exDqSB6S
AI isn’t here to replace professionals. It’s here to make the ones who use it well more valuable...
As a Fractional VP of Sales for tech cos., I’m seeing the same pattern: people who lean into AI the right way aren’t just working faster—they’re becoming more competent, more autonomous, and more useful to their clients and teams.
The key shift:
AI should not replace thinking.
It should sharpen it.
Here’s how I use AI to increase my value:
• Better decisions: I use AI to surface options, stress-test assumptions, and surface blind spots in financial plans and sales strategies.
• More autonomy: I automate repetitive reporting, CRM updates, and first drafts so I can focus on judgment calls only I can make.
• Stronger relationships: I use AI to prepare tighter client meetings, clearer summaries, and more personalized follow-ups—then I add the human insight.
The professionals who will win in the next decade aren’t the ones who avoid AI. They’re the ones who use it to:
• Think more clearly
• Work more independently
• Serve clients and colleagues at a higher level
If you’re using AI just to “go faster,” you’re missing the real advantage.
Use it to become more valuable.
How are you using AI to increase your value (not just your output)?
The #1 thing killing your conversion rate (and how AI fixes it)
How I use AI to write the perfect follow-up email after every sales call
#followups #salestips #shorts
Stoked to share our latest product partnership!!
Gong’s conversational intelligence meets Accord’s deal execution 📈📈
In the agentic world, deep integrations and shared context is more important than ever.
Silo’d workflows are a thing of the past.
That’s why we’re focused on unlocking the power of these joint solutions for our clients who are looking to make the most of their data to reinforce a value-based, differentiated customer journey.
Sales reps spend more time updating CRM than selling.
HubSpot's new Smart Deal Progression flips that: after every call, AI suggests CRM updates, drafts follow-ups, and surfaces next steps — using the full deal history, not just the last conversation.
Reps approve with one click. Forecasting actually works.
Check out our HubSpot Spring spotlight, linked in the comments.
As organizations struggle to turn AI into consistent execution, Allego 9 brings intelligence directly into the workflows where revenue teams operate
WALTHAM, Mass., May 5, 2026 /PRNewswire/ -- Allego, Inc., the leader in AI-powered revenue enablement, today unveiled Allego 9 at its 10th Annual Sales Success Summit, introducing a next-generation platform designed to help revenue teams turn AI into consistent execution.