Here are the 7 best AI tools that help B2B sales teams sell more and work less:
| Tool | What It Does | Starting Price | Best For |
|---|---|---|---|
| Falcon | Full sales automation | $500/month | Mid-size teams |
| Gong.io | Call analysis & coaching | $1,400/year | Sales coaching |
| HubSpot | All-in-one sales platform | $15/user/month | Complete sales stack |
| Clari | Revenue forecasting | $1,080/user/year | Large teams |
| Drift | Chat & lead qualification | $2,500/month | Website conversion |
| Lavender | Email writing assistant | $29/month | Cold outreach |
| Crystal | Personality insights | $49/month | Personalized selling |
Why these tools matter: Sales teams using AI save 2+ hours per day and boost sales by 10-20%. How? AI handles the boring stuff like data entry and meeting notes while humans focus on relationships.
Quick stats:
- 75% of B2B teams will use AI by 2025
- AI cuts order processing time by 93%
- Teams see 3-15% revenue boost
- ROI increases 10-20%
Before you buy, check:
- CRM compatibility
- Security features
- Pricing vs. your budget
- Training requirements
- Data quality needs
Bottom line: Pick tools that match your process and make you money. Skip fancy features you won't use.
Related video from YouTube
What AI Does in B2B Sales
AI isn't just about automation anymore. It's transforming how B2B sales teams work by taking over time-consuming tasks.
Here's what modern AI sales tools can do:
| Task Type | What AI Does | Time Saved |
|---|---|---|
| Lead Management | Scores and qualifies leads automatically | 5-6 hours/week |
| Data Entry | Updates CRM records and contact info | 4-5 hours/week |
| Content Creation | Writes follow-ups and sales messages | 3-4 hours/week |
| Meeting Notes | Transcribes and summarizes calls | 2-3 hours/week |
| Analytics | Analyzes sales patterns and trends | 4-5 hours/week |
The impact? MASSIVE. AI cuts order processing time by 93% and drops costs by 86%. Sales teams get back over 2 hours every day to focus on what matters: selling.
Let's look at some real B2B wins:
- ServiceMax: 70% lower bounce rate with AI content suggestions
- KLM: AI bot handles 60% of customer questions
- Martal Group: 762% more leads using AI buyer analysis
"Sales teams have traditionally eschewed technology that requires them to deviate from their established workflows." - Michelle Morgan, Research Manager at IDC
But times have changed. Now 91% of sales pros use AI for content writing, and 69% say it gives them more selling time.
Here's what AI actually processes:
| Data Type | What AI Analyzes | Result |
|---|---|---|
| Customer Behavior | Past purchases, browsing patterns | Better targeting |
| Market Trends | Industry data, competitor moves | Smarter forecasts |
| Sales Conversations | Call recordings, email threads | Improved pitches |
| Pricing Data | Market rates, deal history | Optimal pricing |
By 2025, 75% of B2B sales teams will use AI-guided selling. Why? Because AI handles the boring stuff while humans do what they do best: build relationships.
The bottom line: McKinsey says AI in sales will add $2.6 trillion to global GDP in three years. That's what happens when you let AI do the heavy lifting.
How to Pick the Right AI Sales Tools
Let's talk about what ACTUALLY matters when choosing AI sales tools.
Here's what you need to know about the core features:
| Feature | What to Check | Bottom Line |
|---|---|---|
| Integration | CRM compatibility | No manual data entry |
| Security | Privacy compliance | Your data stays safe |
| Scalability | Usage limits | Room to grow |
| ROI | Price vs results | Makes financial sense |
The numbers don't lie. McKinsey's research shows companies using AI in sales get:
- 3-15% boost in revenue
- 10-20% better ROI
- 40-60% drop in costs
But here's the thing: 67% of sales teams can't forecast well, and 78% don't have good data. That's why picking the RIGHT tool is make-or-break.
These features aren't optional - they're MUST-HAVES:
| Feature | What It Does | Why You Need It |
|---|---|---|
| Lead Scoring | Spots hot prospects | Focus on buyers |
| Automation | Handles busy work | More selling time |
| Analytics | Finds patterns | Better decisions |
| Security | Protects info | Keeps trust |
"Transparency is key in building trust." - Philip Carter, Group Vice President, Worldwide Thought Leadership Research
Let's talk money. Here's what you'll pay:
- Salesforce Sales Cloud: $25-500/user/month
- HubSpot Sales Hub: From $15/seat/month
- Cognism: Custom pricing
Harvard Business Review found AI tools can boost leads by 50%. But only if you pick right.
Before you buy, answer these questions:
- Will it plug into your CRM?
- Can your team use it?
- Will it grow with you?
- Is your data safe?
- What's the total cost?
Bottom line: Skip the bells and whistles. Pick a tool that fits your process and makes you money.
Falcon Corporate Systems
Falcon Corporate Systems combines AI with B2B sales expertise. Here's what they do:
| Feature | Details | Impact on Sales |
|---|---|---|
| AI Automation | Custom workflows | Cuts manual tasks by 60% |
| Data Analysis | Real-time insights | Spots buying signals |
| CRM Integration | Multi-platform sync | One source of truth |
| Sales Strategy | AI-guided planning | Data-driven decisions |
The platform works in 3 steps:
- System Check: Maps your current sales process
- AI Setup: Builds custom automation rules
- Process Fix: Removes bottlenecks
Here's what powers their tech:
| Area | What It Does |
|---|---|
| Lead Scoring | Ranks prospects by buy signals |
| Deal Tracking | Monitors pipeline movement |
| Task Automation | Handles follow-ups |
| Data Cleanup | Fixes CRM records |
"We built our AI to think like a sales rep but work at machine speed", says Massimo Sahin, Falcon's co-founder.
Pricing:
- Basic: $500/month
- Pro: $1,500/month
- Custom: Based on needs
What to know:
- 5 users minimum
- Needs clean CRM data
- Takes 2-4 weeks to set up
Works best for:
- Mid-size B2B teams
- Complex sales cycles
- Multi-step processes
2. Gong.io
Gong.io is an AI platform that helps B2B sales teams sell better by analyzing their calls. Here's what it does:
| Feature | What It Does | Impact |
|---|---|---|
| Call Analysis | Records and breaks down sales calls on Zoom, Teams, Meet | Shows what works |
| Deal Tracking | Watches deals for risks and progress | Helps forecast sales |
| Smart Trackers | Makes call summaries, spots key moments | Cuts review time |
| CRM Sync | Connects with Salesforce and HubSpot | No manual updates needed |
The platform focuses on 4 main things:
| Focus Area | What You Get |
|---|---|
| Sales Coaching | Learn from your top sellers |
| Pipeline Management | Spot deal risks early |
| Meeting Intelligence | Get insights from every call |
| Economic Tracking | See market trends in calls |
The numbers don't lie. Gong analyzed 25,537 B2B sales calls and found:
- Calls run 43 minutes on average
- Top performers talk 43% and listen 57% of the time
- When prospects talk more (from 22% to 33%), deals close more often
"Thousands of sales professionals and their managers, who use Gong, will now receive real-time assistance to help them win more deals." - Amit Bendov, CEO of Gong.io
Real results:
- Moogsoft grew 200% in one year with Gong
- Extreme Networks brought all their RevOps data together
What it costs:
- Starting at $1,400 per person yearly
- Big teams pay $10,000+ monthly
Perfect match for:
- B2B sales teams
- Long sales cycles
- Deals with multiple decision-makers
3. HubSpot Sales Hub
HubSpot Sales Hub combines AI tools to speed up B2B sales work. Here's what you get:
| Feature | What It Does | Results |
|---|---|---|
| AI Email Assistant | Creates emails based on purpose and tone | Speeds up email writing |
| Smart Reporting | Builds reports and spots data patterns | Helps make better choices |
| AI Chatbot | Handles website visitor questions | Runs support 24/7 |
| AI Forecasting | Uses past data to predict sales | Makes planning more exact |
| Customer Profiling | Tracks how prospects act | Helps target better |
Since March 2023, ChatSpot (HubSpot's AI tool) has hit some big numbers:
- 80,000 users jumped on board
- Handles 20,000 prompts each week
| Plan | Price | Key AI Features |
|---|---|---|
| Free | $0 | Basic CRM, live chat |
| Starter | $15/user/month | Email tools, task automation |
| Pro | $90/user/month | Sales analytics, AI forecasting |
| Enterprise | $150/user/month | Custom tools, lead scoring |
"Sales has gone from using three tools - a shared drive, emails, PDFs, and involving the legal team - to having one tool for everything." - Callum Hamlett, Senior Revenue Operations Analyst at Paddle
Fits best with:
- B2B companies (small to medium)
- Teams who want quick setup
- Businesses looking for AI without big spending
Links up with 400+ tools, like:
- QuickMail for emails
- Zoom for calls
- PandaDoc for contracts
- LinkedIn Sales Navigator for leads
The AI helps sales teams:
- Build reports faster
- Craft better emails
- Spot deal risks early
- Score leads without effort
4. Clari
Clari is a B2B sales platform that uses AI to predict sales outcomes and identify issues before they become problems. It combines data from your CRM, emails, and calendars in one spot.
| Feature | Purpose | Impact |
|---|---|---|
| AI Forecasting | Real-time prediction updates | 98% forecast accuracy |
| Pipeline Analysis | Risk detection in deals | 169% more closed deals |
| Revenue Tracking | Revenue leak detection | 26% loss reduction |
| Meeting Assistant | Sales call analysis | Automatic call summaries |
| Plan | Price/Year | Features |
|---|---|---|
| Accelerator | $1,080/user | Call sharing, smart summaries |
| Enterprise | $1,320/user | Added security, API access |
| Full Platform | $160,000+ | All features + custom tools |
The setup process takes 6-12 weeks and includes:
- CRM field mapping
- Calendar linking
- Email connection
- Team training
Here's what sales leaders say about Clari:
"We don't have a crystal ball, but we have Clari. It helps us look at historical trends and make smarter forecasting decisions, especially for long-term planning." - Jules Gsell, RVP of Growth and Start-Up Sales Orgs, Databricks
The numbers speak for themselves:
- SentinelOne hit 98% forecast accuracy in just 2 weeks
- Databricks saw a 169% jump in closed deals
- MasterControl slashed their forecast errors
"Clari turns forecasting from art into science. It gives me the insights I need to have better conversations with sales leadership and more confidence when reporting numbers to management." - Dan Alvey, Director of Sales Operations, MasterControl
Clari works best for:
- Large sales teams
- Long, complex sales cycles
- Multiple data source environments
- Teams using Salesforce or Microsoft Dynamics 365
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5. Drift
Drift connects B2B sales teams with buyers through chat, video, voice, and email. Their AI analyzes conversations to help marketing teams make better decisions.
| Feature | Function | Details |
|---|---|---|
| Virtual Sales Assistant | Lead qualification | 24/7 automated responses |
| DriftBot | Meeting scheduling | Calendar integration |
| Deal Room | Sales collaboration | Centralized conversation tracking |
| Visitor Intel | Behavior tracking | Real-time notifications |
| Video Chat | Demo sharing | Direct in-chat recordings |
Here's what you'll pay:
| Plan | Price/Month | Key Features |
|---|---|---|
| Premium | $2,500 | Custom chatbots, live chat |
| Advanced | Custom | A/B testing, targeting |
| Enterprise | Custom | AI chatbots, custom roles |
G2 users LOVE Drift. With 1,020 reviews, they scored 4.4/5 stars:
- Real-Time Messaging: 10/10
- Live Chat AI: 9/10
- Visitor Analytics: 9/10
"Drift connects you now with the people who are already interested now, so you can build better pipeline faster." - Chris Handy, Customer Marketing Leader at Drift
"We help companies engage in personalized conversations with the right customers at the right time, so they can build trust and grow revenue." - Aurelia Solomon, Director of Product Marketing
Drift plays nice with your tech stack:
- Salesforce
- HubSpot
- Marketo
- Slack
- Zendesk
- Google Analytics
- Zoom
Who needs Drift? It's perfect for:
- Mid to large B2B companies
- Sales teams who want real-time buyer conversations
- Teams using multiple communication channels
- Companies looking for 24/7 lead qualification
6. Lavender
Lavender is an AI email coach that helps B2B sales teams get more replies. It studies millions of sales emails to show what actually works.
Here's what you get:
| Feature | Function | Details |
|---|---|---|
| Email Coach | Writing help | Live feedback and scoring |
| Personalization Assistant | Contact info | Social + company data |
| Mobile Preview | Email format | Phone-friendly layout |
| Template Ranking | Success tracking | Data-based scoring |
| Email Verification | Stop bounces | Address checks |
The pricing is simple:
| Plan | Price/Month | What's Included |
|---|---|---|
| Pro | $29 | Everything, no limits |
| Teams | $49 | Pro + team tools, data |
Check out these results:
| Metric | Result |
|---|---|
| Reply Rate | 20.5% |
| Writing Speed | 5 min (down from 15) |
| Pipeline Growth | 300% more |
| Meetings Set | 2x increase |
"Lavender changed everything. Our team writes emails faster and gets double the replies." - Kyle Coleman, Former CMO at Clari
Works with your tools:
- Gmail
- Outlook
- HubSpot
- Outreach
- Salesloft
- Apollo
- Groove
- Gong
Perfect for:
- SDRs and AEs doing cold outreach
- Sales teams who want proof-backed coaching
- Managers checking email stats
- Companies doing lots of personalized emails
What it does:
- Scores your emails
- Grabs prospect info
- Gives personalization tips
- Shows what's working
- Makes writing clearer
"In just two months with Lavender, our replies jumped 42%, meetings booked went up 200%, and pipeline grew 300%." - Lindsey Boggs, former Global Director of Sales, Lucidworks Reply
7. Crystal
Crystal is an AI tool that helps sales teams read and match their prospects' personalities. It looks at how people communicate and gives advice based on the DISC personality framework.
Here's what you get with Crystal:
| Feature | What It Does | Why It Matters |
|---|---|---|
| Personality Detection | Spots DISC types | Makes messages hit home |
| Sales Playbooks | Handles objections | Speaks prospect's language |
| Discovery Call Guide | Suggests questions | Gets deeper answers |
| Email Writing Help | Fixes your style | Gets more responses |
| Team Analytics | Tracks messages | Shows winning patterns |
DISC types and how to sell to them:
| Type | They Talk Like This | How to Sell to Them |
|---|---|---|
| D (Dominant) | Fast and direct | Quick pitch, bottom line |
| I (Influencer) | Fun and outgoing | Chat first, paint the dream |
| S (Steady) | Calm and friendly | Take time, show proof |
| C (Conscientious) | Facts and details | Data first, all questions answered |
Crystal plugs into:
- Gmail
- Outlook
- Salesforce
- HubSpot
- Zoom
Perfect for:
- Sales teams running discovery
- AEs working big deals
- SDRs doing outreach
- Sales managers coaching
You'll get help with:
- Knowing personalities before calls
- Asking smarter questions
- Writing emails that work
- Seeing team performance
| Plan | Cost/Month | What's Inside |
|---|---|---|
| Basic | $49 | Main personality tools |
| Pro | $99 | Plus sales playbooks |
| Team | $149 | Plus tracking and coaching |
This tool helps you:
- Ask questions that matter
- Handle pushback better
- Write emails people open
- Speed up your deals
- Build real connections
In today's remote world, reading people isn't easy. Crystal turns personality insights into clear next steps that help sales teams connect and close.
How to Set Up AI Sales Tools
Here's how to add AI tools to your sales process:
1. Clean Your Data First
Your AI tools need good data to work. Start by fixing your database:
| Data Type | What to Check | Why It Matters |
|---|---|---|
| Contact Records | Email accuracy, phone numbers | Powers AI outreach |
| Deal History | Win/loss reasons, deal size | Shows AI your patterns |
| Communication Logs | Email threads, call notes | Maps deal progress |
| Account Details | Company size, industry | Helps AI segment |
2. Start With One Thing
Pick ONE part of your sales process to test:
| Sales Area | AI Tool | What You'll Get |
|---|---|---|
| Lead Scoring | Auto-ranking | 30% faster sorting |
| Email Writing | Smart templates | 2x more responses |
| Call Recording | Auto-transcripts | Better follow-up |
| Deal Tracking | Pipeline alerts | Better forecasts |
3. Link Your Tools
| System | What to Do | Time |
|---|---|---|
| CRM | Set API keys | 2-4 hours |
| Connect OAuth | 1 hour | |
| Calendar | Test links | 30 minutes |
| Phone | Set call routes | 1-2 hours |
4. Build Your Test Team
Get 5-10 tech-friendly reps and give them:
- Training sessions
- Quick guides
- Practice tasks
- Weekly updates
5. Watch The Numbers
| Metric | How to Track | Target |
|---|---|---|
| Usage | Daily users | 80% of team |
| Time | Hours saved/week | 5+ hours |
| Results | Close rate boost | +10% |
| Money | Return vs cost | 3x+ |
6. Make It Better
Meet every two weeks to:
- Fix bugs
- Add features
- Update guides
- Share success stories
7. Go Team-Wide
After your test works:
| Week | Do This | Goal |
|---|---|---|
| 1-2 | Train more | 25% using AI |
| 3-4 | Add features | More usage |
| 5-6 | Full access | Everyone on AI |
| 7-8 | Pro training | Master tools |
Pro tip: Give your AI tools 30-60 days to learn. Keep your data clean and your team trained.
Compare AI Sales Tools Side by Side
Let's break down the top AI sales tools in the market. I'll show you what each one costs, what they do, and the results you can expect.
| Tool | Price Range | Core Features | Best For | CRM Integration |
|---|---|---|---|---|
| Gong.io | From $39/month | • Call analysis • Sales coaching • Deal forecasting |
Sales teams needing call insights | Salesforce, HubSpot |
| HubSpot Sales Hub | From $800/month | • Deal tracking • Email automation • Lead scoring |
Full sales operations | Native CRM |
| Drift | From $2,500/month | • Live chat • Lead routing • Meeting booking |
Website conversion | Salesforce, HubSpot |
| Lavender | $25-41/month | • Email writing • Response tracking • Templates |
Email outreach | Gmail, Outlook |
| Crystal | Contact sales | • Personality AI • Communication tips • Lead insights |
Personalized outreach | Most major CRMs |
| Clari | Contact sales | • Revenue forecasting • Pipeline analysis • Deal insights |
Revenue operations | Salesforce |
| Falcon | Contact sales | • Strategy consulting • AI automation • Process design |
Sales optimization | Custom setup |
Here's how long it takes to see results and what kind of data you'll get:
| Tool | Data Quality | Time to Results | Team Size |
|---|---|---|---|
| Gong.io | High | 2-4 weeks | 5+ reps |
| HubSpot | Medium | 1-2 weeks | Any size |
| Drift | High | 1-3 weeks | 10+ reps |
| Lavender | Medium | 1 week | 1+ reps |
| Crystal | Medium | 1 week | Any size |
| Clari | High | 4-6 weeks | 20+ reps |
| Falcon | High | 2-4 weeks | 10+ reps |
And here's what you can expect in terms of results and support:
| Tool | ROI Metrics | Support Options | Training Required |
|---|---|---|---|
| Gong.io | 15% close rate boost | Phone, email, chat | 5-10 hours |
| HubSpot | 8.6% revenue increase | 24/7 support | 10-15 hours |
| Drift | 10K+ visitors engaged | Phone, email | 3-5 hours |
| Lavender | 2x response rates | Email, chat | 1-2 hours |
| Crystal | Not published | Email, chat | 2-3 hours |
| Clari | Not published | Phone, email | 8-10 hours |
| Falcon | Not published | Phone, email | Custom |
Price Points:
- Budget pick: Lavender at $25/month
- Middle ground: Gong.io at $39/month
- Big players: Drift ($2,500/month) and HubSpot ($800/month)
- Custom deals: Clari, Crystal, and Falcon
McKinsey's data shows these tools pack a punch:
- Sales productivity jumps 10-15%
- Lead conversion goes up 25%
- ROI hits 3,800%
Need proof? Look at Shopify after they started using Gong:
- Close rates shot up 20%
- Deal sizes grew 15%
Tips for Using AI Sales Tools Well
Want better results from your AI sales tools? Here's what works:
Start With Clean Data
IBM found companies get 2.6X more ROI from AI when their data is organized. Here's your pre-launch checklist:
| Area | What to Check | Why It Matters |
|---|---|---|
| Data Quality | • Update contacts • Remove duplicates • Fill missing fields |
Bad data = bad AI outputs |
| Team Skills | • AI basics • Tool training • Best practices |
Teams need 5-10 hours to learn |
| Success Metrics | • Current stats • Goals • ROI tracking |
Results show up in 1-3 months |
Pick Your Test Team
Start with 3-5 sales reps who:
- Like testing new tools
- Hit their numbers
- Tell it like it is
Microsoft found AI users work 26-73% faster. But first, you need to train them right:
| Training Type | Hours | Goal |
|---|---|---|
| AI basics | 2-3 | Know what AI can (and can't) do |
| Tool training | 3-4 | Learn daily usage |
| Best practices | 2-3 | Make it work for your team |
Watch These Numbers
| What to Track | When | Goal |
|---|---|---|
| Time saved | Weekly | +2 hours/day |
| Lead response | Daily | Cut in half |
| Meeting bookings | Monthly | +15% |
| Deal size | Quarterly | +10% |
Fix Problems Fast
| Issue | Fix | Time |
|---|---|---|
| Low usage | Quick daily check-ins | 2 weeks |
| Poor results | Clean up data | 1 week |
| Slow progress | Tweak AI settings | 3 days |
Look at Unilever: They moved their team to bigger projects by letting AI handle quality checks.
On average, every $1 spent on AI brings back $3.50. But ONLY when teams use it right.
Lock Down Security
- Set clear access levels
- Double-check sharing settings
- Run weekly security checks
- Keep AI activity logs
Here's the thing: 80% of AI projects fail before launch. So start small, test a lot, and build on what works.
"Want 2.6X better ROI? Train your team and share what works." - IBM Research
Go for quick wins first. Follow these steps, and you'll see results within a year.
Wrap-Up
By 2025, 75% of B2B sales teams will use AI tools. Here's what the data shows:
| Area | Current State | 2025 Outlook |
|---|---|---|
| AI Adoption | 5.9% avg ROI | 13% ROI for top performers |
| Sales Skills | Product knowledge | Data literacy + AI tools |
| Deal Success | Manual tracking | AI-guided decisions |
| Investment | Growing fast | $200B by 2024 |
The numbers speak for themselves:
| Impact Area | Results |
|---|---|
| Win rates with AI insights | +26% |
| Win rates with AI guidance | +35% |
| Win rates with AI optimization | +50% |
| Email AI usage growth | +464% since Feb 2023 |
"Sellers can no longer exclusively rely on intuition-based selling to push a deal over the finish line." - Steve Rietberg, Senior Director Analyst, Gartner's Sales Practice
Here's What Gets Results:
- Set clear goals: Know what you want BEFORE picking tools
- Integration: Make AI part of your existing sales process
- Measure: Start tracking results immediately
- Train: Get your team up to speed on AI basics and tools
The Bottom Line
IBM's research shows it plain and simple: Companies that build AI trust and solid processes see 2.5X more ROI.
"Always start with the need, before the AI. AI is a cool piece of technology and a lot can be learned by simply trying it out, but it's always better to apply AI to a problem you have right now." - Kevin Chang, Training Data Operations Consultant
The formula for success? Pick tools that match your team's needs, invest in training, and track your results. That's how you turn AI into better sales numbers.
