AI Sales Assistants: The Next Great Sales Software Tools

AI sales assistant software automates sales tasks, surfaces buyer intent signals, and generates personalized outreach at scale. What used to take hours of manual research now happens in seconds.

The best AI sales assistants don't just speed up your process. They make you sharper. By analyzing real-time data, these tools give sellers a competitive edge that manual work can't match.

How AI Sales Assistant Software Helps B2B Sales Teams

AI sales assistant software automates routine tasks, provides real-time buyer insights, and personalizes outreach at scale. This frees up sellers to focus on closing deals instead of chasing data. Here's what it delivers:

Automated Task Management: By handling routine tasks such as lead qualification, follow-ups, and data entry, AI sales assistants free up valuable time for sales reps to focus on high-value activities.

Enhanced Pipeline Management: These tools provide real-time insights and predictive analytics, helping sales teams prioritize leads and optimize their sales pipeline.

Improved Forecasting: AI-powered algorithms analyze historical data and market trends to deliver more accurate sales forecasts, enabling better strategic planning.

CRM Integration: Many AI sales assistant software solutions integrate with existing CRM systems, creating a unified and efficient sales ecosystem.

Personalized Customer Interactions: By analyzing customer data and behavior, these tools enable sales reps to deliver more personalized and targeted communications, improving conversion rates.

How to Choose AI Sales Assistant Software

Match the tool to your team's workflow and your buyers' profiles. Here's what to evaluate:

• Data Coverage and Match Rate: Evaluate the breadth and accuracy of the provider's B2B data. Look for platforms with comprehensive contact and company profiles, high match rates, and real-time data enrichment capabilities.

• Buyer Intent Signals: Prioritize tools that surface buying signals from multiple sources to help you identify in-market accounts and prioritize outreach.

• Integration and Compatibility: Ensure the AI sales tool works smoothly with your CRM, sales engagement platforms, and other tools in your tech stack.

• Accuracy and Real-time Insights: Look for AI software that provides actionable and accurate account summaries and sales insights.

• Automation Capabilities: The software should automate routine sales tasks, freeing up time for high-priority activities.

• Ease of Use: Driving adoption is difficult without a user-friendly interface.

• Data Security and Compliance: Ensure the data used by your AI tool meets your privacy needs. Look for SOC 2 Type 2 certification and GDPR compliance.

AI Sales Assistant Software Comparison

Here's how the leading AI sales assistant platforms compare across key capabilities:

Best AI Sales Assistant Software

1. ZoomInfo Copilot

ZoomInfo Copilothelps sellers reach ideal buyers first by applying advanced AI to the strongest data foundation in go-to-market. The results: Copilot delivers a 23% lift in pipeline to its users.

Copilot analyzes first-party customer data, ZoomInfo's B2B database, and the industry's most extensive collection of buying signals in real time. It tells you who to contact, when to engage, and what to say.

Account executives get AI-guided suggestions for their next best step across every channel. Query your sales data for pre-meeting briefs, recent buying signals, key job changes, financing events, and more.

The generative AI assistant crafts targeted messages for the right buyers instantly. Copilot alerts you through Slack and email when buying signals spike.

Account AI summarizes critical information on any account: health, history, and opportunities. Sales reps spend less time on research and more time driving deals forward.

• Key insights from ZoomInfo's real-time buying signals, helping sellers focus on the best opportunities.

• Automatically generates personalized messages for ideal buyers, improving engagement and relevance.

• Provides instant notifications on important account changes, allowing quick action when buying signals spike.

• Summarizes critical account information from both CRM and ZoomInfo data, reducing research time.

• Delivers actionable insights across the tech stack, allowing sellers to stay focused and efficient.

• Combines ZoomInfo's top-quality data and real-time signals with your CRM data, ensuring highly accurate insights for smarter engagement decisions.

• B2B sales teams needing comprehensive company and contact data

• Organizations prioritizing buyer intent signals and data accuracy

• Account executives requiring AI-powered account research and personalized outreach

Pricing:

• Contact ZoomInfo for pricing based on team size and data requirements

Learn More About ZoomInfo Copilot

2. Salesforce Einstein

Salesforce Einstein integrates AI directly into your CRM. It provides real-time predictive insights, natural language processing, and automated recommendations.

Einstein helps sales teams engage at the right moment with AI-powered analytics. Sales managers get visibility into deal health, rep performance, and pipeline accuracy.

• Predictive analytics and AI-driven engagement tools

• Sales automation with natural language processing

• Comprehensive data analytics for strategic insights

• Integration with Customer 360 for full customer visibility

Ideal For:

• Existing Salesforce customers seeking native AI capabilities

• Enterprise teams requiring predictive forecasting

Pricing:

• Starting at $50 per user per month

• Advanced features available in higher-tier Salesforce plans

Learn More About Salesforce Einstein

3. HubSpot Sales Hub

HubSpot Sales Hub brings AI capabilities directly into the HubSpot CRM platform. It automates email sequences, scores leads with predictive AI, and schedules meetings. The platform integrates with HubSpot's Marketing Hub and Service Hub for a complete view of the customer journey.

• AI-powered sales sequences and automation

• Predictive lead scoring

• Email tracking and notifications

• Native HubSpot CRM integration

Ideal For:

• SMB and mid-market teams already using HubSpot

• Organizations wanting unified marketing and sales data

Pricing:

• Free tier available

• Paid plans start at $20 per user per month

• Professional and Enterprise tiers offer advanced AI features

Learn More About HubSpot Sales Hub

4. Apollo.io

Apollo.io combines a B2B prospecting database with sales engagement tools. The platform includes contact data, email sequences, a built-in dialer, and AI-powered account prioritization.

Sales teams use Apollo to build prospect lists, launch multichannel sequences, and track engagement. AI recommendations tell reps which accounts to engage and when.

• B2B prospecting database with contact enrichment

• Email and phone sequences

• Built-in dialer and call recording

• AI-powered account prioritization

• Teams needing an all-in-one prospecting and engagement tool

• SMB and mid-market organizations prioritizing cost efficiency

Pricing:

• Free tier available with limited features

• Paid plans start at $49 per user per month

Learn more about Apollo.io

5. Gong

Gong records, transcribes, and analyzes sales calls using conversation intelligence. The platform surfaces deal risks, coaching opportunities, competitive mentions, and customer sentiment in real time.

Gong analyzes every customer interaction to identify patterns in winning deals. Sales teams use it to improve call effectiveness and forecast accuracy.

Main Features:

• Conversation intelligence with automatic transcription

• Deal risk identification and pipeline inspection

• AI-powered coaching insights

• Competitive intelligence tracking

Ideal For:

• Teams focused on conversation analytics and coaching

• Organizations needing deal inspection visibility

Pricing:

• Contact Gong for pricing based on team size

Learn more about Gong

6. Clari

Clari is a revenue intelligence platform that provides real-time assistance during customer interactions. It helps reps navigate objections, surfaces deal blockers, and tracks competitor mentions.

Clari integrates conversation data into sales workflows for more accurate forecasting and deal inspection. RevGPT automates call summaries and suggests next actions using generative AI.

The platform includes enterprise-grade security with SOC 2 Type 2 certification and GDPR compliance. It integrates with major dialers, video conferencing tools, and CRMs.

• Real-time battlecards and monologue alerts for navigating objections

• Proactive deal-changing insights on blockers, competitor mentions, and next steps

• RevGPT feature for automated call summaries, next steps, and suggested actions

• Integration with Clari Revenue Platform for unified deal inspection and forecasting

• Enterprise-grade security with SOC 2 Type 2 certification and GDPR compliance

Ideal For:

• Enterprise revenue teams requiring pipeline visibility

• Organizations focused on forecast accuracy

Pricing:

• Contact Clari for pricing based on team size and requirements

Learn More about Clari

7. Outreach

Outreach automates multichannel outreach across email, calls, and social from a single interface. Kaia AI provides real-time coaching, prioritizes accounts showing buying signals, and generates personalized content.

The platform integrates with Salesforce and Microsoft Dynamics to log activity automatically. Sales leaders use Outreach to standardize best practices and track sequence performance.

Main Features:

• Multichannel sales sequences

• Kaia AI for content generation and coaching

• Deal health scoring and prioritization

• Automatic activity logging to CRM

Ideal For:

• Teams executing high-volume outbound motions

• Enterprise organizations requiring workflow standardization

Pricing:

• Contact Outreach for pricing based on team size

Learn more about Outreach

8. Salesloft

Salesloft manages outreach through email cadences, calls, and social selling. Rhythm AI prioritizes tasks based on real-time buyer signals, telling reps exactly what to do next.

The platform includes conversation intelligence for call recording and analysis. It automatically identifies which actions drive revenue and maps buyer behavior to next steps.

• AI-driven task prioritization based on buyer signals

• Email and phone cadences

• Conversation intelligence with call recording

• Integration with CRMs and sales technology

• Workflow management across the entire sales lifecycle

Ideal For:

• Enterprise sales teams prioritizing engagement workflows

• Organizations needing conversation analytics

Pricing:

• Contact Salesloft for pricing based on team size and feature requirements

Learn More About Salesloft

9. Dialpad

Dialpad provides real-time call transcription, sentiment analysis, and live coaching for sales calls. The AI assistant surfaces key moments, tracks action items, and generates post-call summaries.

Real-time AI coaching helps reps navigate objections during live calls. Sales managers use Dialpad to review calls, identify coaching opportunities, and track team performance.

Main Features:

• AI call assistant with real-time transcription

• Live coaching and sentiment analysis

• Automatic call summaries and action items

• CRM integration for activity logging

Ideal For:

• Teams focused on phone-based sales motions

• Organizations needing real-time call coaching

Pricing:

• Starting at $15 per user per month

• AI features included in Standard and Pro plans

Learn more about Dialpad

10. Groove

Groove is a Salesforce-native sales engagement platform that brings sequences, templates, and automation directly into Salesforce. Reps never leave Salesforce. The platform automatically logs all activities and syncs emails, calls, and meetings.

Groove's AI features prioritize accounts and personalize outreach at scale. Sales leaders use it to enforce consistent processes and gain visibility into rep activity.

Main Features:

• Salesforce-native sales engagement

• Automated activity logging and calendar sync

• Email sequences and templates

• AI-powered account prioritization

Ideal For:

• Enterprise Salesforce customers prioritizing native integration

• Teams wanting to eliminate tool switching

Pricing:

• Contact Groove for pricing based on team size

Learn more about Groove

Core Features of AI Sales Assistant Software

AI sales assistant platforms share core capabilities that help sales teams work more efficiently. Here's what the best tools deliver:

• Data Enrichment: Automatically enrich contact and company records with verified information. Platforms like ZoomInfo provide access to hundreds of millions of verified contacts and company profiles.

• Buyer Intent Signals: Surface real-time buying signals from web activity, job changes, funding events, and technology adoption patterns.

• Lead Routing and Account Scoring: Analyze firmographic and behavioral data to score leads and route them to the right reps.

• Sales Sequences and Automation: Automate multichannel outreach through email, phone, and social channels with AI-optimized timing.

• Conversation Intelligence: Transcribe and analyze sales calls to surface deal risks, competitive mentions, and coaching opportunities.

• Pipeline Inspection: Evaluate deal health by analyzing activity levels, engagement patterns, and historical win rates.

• Revenue Forecasting: Analyze historical data and current pipeline to forecast revenue more accurately than spreadsheets.

AI Sales Assistant Software Integrations and Automation

AI sales assistants work best when integrated with your existing tech stack. Here's what matters:

• CRM Integration: Leading platforms integrate with Salesforce, HubSpot, Microsoft Dynamics, and other CRMs to sync contact data, log activities, and update deal stages automatically.

• Sales Engagement Platforms: AI sales assistants often integrate with or include engagement capabilities for sequences, cadences, and multichannel outreach.

• Email and Calendar: Integration with Gmail, Outlook, and calendar systems enables automatic activity logging, meeting scheduling, and email tracking.

• Conversation Intelligence Tools: Platforms like Gong, Clari, and Dialpad integrate with video conferencing and phone systems to record, transcribe, and analyze calls.

• Data Enrichment: Integration with data providers like ZoomInfo ensures contact and company records stay current with real-time enrichment.

• Webhooks and APIs: Look for platforms offering webhooks and REST APIs to build automated workflows triggered by specific events.

Frequently Asked Questions

How do I integrate AI sales assistant software with my existing CRM?

Most platforms offer native integrations with Salesforce, HubSpot, and Microsoft Dynamics that require simple authentication and field mapping. Look for bi-directional sync to keep data consistent.

How accurate is the data provided by AI sales assistants?

Data accuracy varies by provider. Leading platforms like ZoomInfo maintain accuracy through automated web crawling, human verification, and community contribution, with published match rates and update frequencies.

What kind of ROI can I expect from AI sales assistant software?

ROI depends on your current processes and the platform you choose. Teams typically see improvements in metrics like pipeline velocity, win rates, and rep productivity. Some platforms publish customer results. For example, ZoomInfo Copilot delivers a 23% lift in pipeline for users.

How do I ensure data security and compliance with AI sales tools?

Prioritize platforms with SOC 2 Type 2 certification and GDPR compliance that allow you to control data sharing and deletion. Review their data encryption, access controls, and third-party security audit processes.

How long does it take to see results from AI sales assistant software?

Most teams see initial results within 30 to 90 days, depending on data quality, integration complexity, and team adoption. Start with a focused use case and track improvements over time.

Next Steps With ZoomInfo

Ready to see how ZoomInfo Copilot can transform your sales process? Request a demo to experience how AI-powered insights, backed by the industry's most comprehensive B2B data, help sales teams reach buyers first and close deals faster.

ZoomInfo provides access to 100 million company profiles, 500 million contact profiles, and processes 1 billion buying signals monthly. See how Copilot puts this data to work for your team.