10 Top AI Sales Assistants

Software companies of all sizes have launched artificial intelligence (AI) sales assistants to help sales professionals convert their leads into customers. The companies are vying to give sales teams an AI assistant for better lead intelligence, higher conversions and more closed deals. Here, we look at some of the top AI sales assistants in the market:

1. Salesforce Einstein

Salesforce’s Einstein is a line of pre-built AI tools and services integrated into Salesforce applications. This means it can use AI Salesforce data to deliver sales information and identify sales opportunities. It is designed with a no-code integration, making it accessible to companies of all sizes that use Salesforce. Einstein can conduct advanced analysis, such as predictive analytics, sentiment analysis and image recognition. The conversational AI assistant for cloud sales services entices businesses to unify their data sources to make the assistant helpful across as many services. For instance, Salesforce’s Data Cloud Vector Database for Einstein allows users to incorporate business data from the CRM as well as unstructured data from PDFs, emails and transcripts. Data Cloud will also power Einstein search to conduct complex queries on diverse data sources.

2. ChatSpot

ChatSpot is HubSpot’s AI-driven conversational AI assistant for its CRM, letting users talk about their customer data in a full-featured chat environment. The AI assistant features prospecting templates and curated responses for a number of sales interactions, including lead tracking, customer assistance and sales support. ChatSpot users can also craft content based on sales information, such as inputting specifications and generating a range of images.

3. Fathom

Fathom is an AI sales app that records, transcribes and summarizes online meetings, so sales reps can focus on the conversation rather than being consumed with note taking during a meeting. Fathom parses the recording to auto-generate call notes. All user recordings are kept private, with a pause button available if an attendee prefers to speak off the record. Fathom works with Zoom, Google Meet and Microsoft Teams and integrates with Slack. The AI assistant can also sync notes to Salesforce and HubSpot.

4. Instantly

Instantly has engaged over 15,000 customers, from solopreneurs to global agencies, since its inception in 2021. Instantly is designed to enhance how outreach email campaigns scale into warm leads and customer engagement. The AI assistant offers a subscription service for unlimited email accounts, email warmup, a B2B leads database and smart AI.

5. Aviso

Aviso is a revenue platform that combines human expertise with AI and is currently used by enterprises, such as Honeywell, Microsoft and Citi. The Aviso platform integrates data from its databases, CRM systems and external sources, processed through an advanced AI layer. The platforms's AI assistant, called MIKI, applies AI agency to deal forecasting, pipeline management and conversational intelligence for better lead insights, sales engagement and deal management. A natural language processing (NLP) analytics and reporting feature is included as well as go-to-market collaboration and customer success intelligence.

See more: Generative AI in Marketing and Sales: 8 High-Impact B2B Use Cases

6. Drift

Drift is an AI-powered platform designed to listen to, understand and learn buyer preferences, then deliver personalized experiences and recommendations at sales touchpoints. The platform is a suite of AI products: including Site Concierge, an AI assistant within a dedicated space on a company’s website to garner an understanding of site visitors and enhance visitor engagement; Bionic Chatbots, a generative AI tool for understanding a company’s own content and delivering more accurate and efficient conversations based on sales intent and lead qualifications; and Drift Engage, a solution that scores the real-time intent of website visitors and delivers a personalized experience based on the scoring data.

7. Clari

Clari is an AI assistant that’s a leader in Forrester’s revtech category. Clari is a conversational intelligence platform that helps sales reps and managers spot potential revenue loss activities and close deals. The result is a more effective revenue team that can focus its time on lead opportunities. Clari also provides a feature that can help eliminate manual data entry for a number of sales interactions.

8. Exceed

Exceed is a conversational platform that helps marketers drive more pipeline from email and website visitors. Exceed ensures leads are followed up, nurtured and qualified using two-way email conversations. The tool automatically updates the CRM with the latest lead status. It makes the update when a lead is qualified or when a lead provides other information, such as being contacted later or indicating someone else should be in the sales processes. When a lead is qualified and ready to talk to a human, the AI assistant books a meeting directly on a sales rep’s calendar.

9. Zia

Zia is Zoho’s AI assistant, providing agent services across Zoho services. The tool is designed to enhance the information a sales rep has for a potential customer. Zia can merge contact information with email communication, note when emails are opened and parse email signatures, noting information that was missing from an initial contact and filling in details. Zia analyzes sales patterns and makes recommendations on products or services to cross sell to each customer. The assistant can also identify the likelihood of repeat purchases and make sales predictions, including which deals are likely to close.

10. Apollo

Apollo is an AI assistant that can suggest next engagement ideas from potential leads and contacts. It helps marketing teams personalize their email outreach to prospects based on insights from the initial information gathered. Apollo also offers an online sales academy, featuring tips and insights for developing a sales pipeline, such as how to close a deal and selecting the right automation.

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