11 ways AI can lighten the load on sales teams

For years, sales teams have been told AI can cut through the chaos, eliminating busywork, surfacing insights, and freeing up time to do what they do best: connecting with customers. Generative AI (GenAI) has helped somewhat, but it only looks to the past: What happened on the call? What should I know before my next meeting? Useful, yes, but not enough.  

Enter agentic AI. Instead of just looking back, it answers a more powerful question: What should I do next? Then it takes action on your behalf: assisting with prospect research, drafting outreach, scheduling follow-ups, and orchestrating workflows. It analyzes, acts, and executes like a sidekick, so sellers can focus on building relationships and closing deals.

This isn’t just a future vision, it’s happening now. Teams adopting agentic AI today are scaling faster, saving hours every week, and connecting with customers with less effort and greater impact.

Let’s jump in and show you eleven key ways to use agentic AI, tried and tested with our sales intelligence software, Zoom Revenue Accelerator, to help you and your team work smarter, not harder.

What if AI could support you like a reliable colleague? Here’s how sales teams can stay ahead of the curve with the help of agentic AI throughout the sales process:

1. Identify hot leads and get a head start on outreach

Before a sales conversation even begins, agentic AI can help simplify the tedious work of formulating prospect lists, prioritizing top prospects, and initiating outreach via email and SMS. The beauty with agentic AI in the mix is that it can work like your AI cube buddy, researching, prioritizing, and engaging with potential prospects while you focus on key conversations. 

2. Spot trends that help seal the deal

Agentic AI plays a detective role too, by helping sales managers see the big picture and act proactively. It can highlight recurring themes and risks across conversations to reveal strategic opportunities for coaching or shifting the team’s focus.

Samuel Abraham, head of revenue technology at The RealReal, shared his team’s experience using some of these features in Zoom Revenue Accelerator:

3. Answer deal-specific queries fast 

Agentic AI can answer deal questions in moments using conversation and CRM data. Reps spend less time digging through notes and documents. Answers are a quick ask away, giving them the information they need to quickly get back to the deal in question.

4. Get signals in real-time to guide post-sales call follow-up

Navigating sales conversations can be like solving a maze. AI can help you conquer even the trickiest scenarios by surfacing objections, competitor mentions, and buying cues to help you with post-call analysis. With these insights, you can react faster next time; pivot with precision when needed, and catch key moments, moving you smoothly and confidently to a closed deal.

5. Cut back on after-call work with auto summarize

We all know that GenAI is helpful for automatically generating meeting recaps and stakeholder briefs. Where agentic AI comes in is syncing key call activity, such as deal memos, summaries, sentiment scores, and next steps, with your CRM with less human involvement. Tedious admin work is reduced, freeing up reps to pick up the next conversation or learn from previous calls. 

Zoom customer, Barracuda Networks, is saving every rep an estimated two hours per day with the help of Zoom Revenue Accelerator’s AI capabilities and its Salesforce integration. With detailed call records and actionable summaries synced directly to Salesforce, Barracuda Networks reps can reduce documentation time from 15 minutes per call to just 2–5 minutes. This equates to a 76% reduction in documentation time, time they can put back into closing deals:

6. Continuously learn and improve with AI coaching

Agentic AI helps facilitate coaching after every interaction; no need to wait for a 1:1 with your manager. It can flag coachable moments and give AI-generated feedback, helping agents improve customer engagement via active listening techniques and reduce filler words or long-winded tangents to sound more professional. It can also help agents stay up to speed on the latest sales methodology so they don’t miss critical talking points. With this “just-in-time” guidance, reps can adapt and be more likely to take their learnings to the next call.

7. Improve performance and free up managers with objective rep scoring

Agentic AI not only supports completing scorecards, but also aligns to your chosen sales methodology. Insights are consistent, unbiased, and actionable, and, best of all, automated. Sales managers can gain a deeper understanding of performance and identify areas of improvement with less manual labor. This allows them to focus on coaching and strategy, rather than spending hours scoring calls.

8. Say goodbye to missed follow-ups 

With AI-summaries, reps can identify next steps and priorities after every meeting. It is designed to keep deals moving by syncing these summaries directly to your CRM with less manual follow-up or delay.

As Dan Johnson, head of product at Caleb and Brown, shared after his experience with AI-first Zoom Revenue Accelerator, our sales intelligence solution: 

9. Take care of follow-up emails

With a click of a button, AI can write personalized, context-rich follow-up emails instantly. This is designed to automate buyer engagement, giving reps time to focus on relationships while still staying responsive.

10. Stay on top of sales methodology compliance

Agentic AI can help you evaluate deal activity against standardized playbooks, such as MEDDICC. This can help your team support consistent qualification, CRM hygiene, and progress across your pipeline.

11. Make CRM hygiene easy

AI takes the grunt work out of maintaining CRM records. Automatic CRM updates give leaders more visibility and reps fewer data-entry headaches.

These eleven agentic AI skills don’t replace reps—they support them. By using AI to lighten your team’s load and improve their skills, you’re giving them the time and resources they need to hit and exceed their targets. Happier reps and a happier bottom line? Now that’s something to smile about.

Zoom Revenue Accelerator, our AI-first sales intelligence solution, has been built for the future of sales. Tailored to your team’s unique workflow, it integrates with your CRM without a hitch. And with agentic AI at the helm, it can reduce friction and help drive performance, giving your team the toolkit they need to close more deals in record time and create true value for your business. 

Want to see Zoom Revenue Accelerator in action? Request a demo and discover how your team can do more, with less stress and more impact.

Want more insights for sales teams and tips from sales leaders? Catch our recent webinar: Turn sales conversations into conversion with AI that drives revenue forward.