Salesforce sellers are using AI to improve their face-to-face client meetings and calls

Sales professionals are increasingly leveraging AI tools like Slack chatbots to enhance their productivity and knowledge in client interactions. Case in point, Salesforce seller Haley Gault utilized AI to quickly familiarize herself with a customer's business in a high-stakes meeting. This trend, observed in a McKinsey survey of 1,500 companies, highlights that sales and marketing are areas where AI integration is most promising. Leaders in the field, like Connor Marsden from Salesforce, emphasize that AI is meant to empower, not replace, the human element vital for building meaningful client relationships.

At Salesforce, its 25,000 sellers use AI tools to improve their human approach to sales, not erase it, Connor Marsden, the company's North America president of industrial, consumer, and energy, told BI.

Gault isn't alone in harnessing AI tools for her sales role. When McKinsey asked about 1,500 companies about how they used generative AI, sales and marketing were the most common responses.

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