AI tools for sales managers

Calls and writes to clients, prepares commercial proposals, checks counterparties and moves deals through to payment.

Tools ranked for this role

Best tool for each task

ChatGPT

All-purpose chat assistant with web search, file and spreadsheet analysis, voice and custom GPTs. Paid plans from $20/mo. Free plan available.

Claude

Assistant for long documents, contracts and careful writing, with a Project for each matter. Paid plans from $20/mo. Free plan available.

Gemini

Google's chat with access to Drive, Gmail and Sheets, deep research and a localized interface. Paid plans from $14/mo. Free plan available.

Data that stays out of public AI tools

• Prices, discounts and terms for a specific client: a trade secret, into the prompt as [Client] and [amount]
• Client contacts and personal data from the CRM: a segment description is enough for a script
• Recordings of calls and meetings with clients: only with the other party's consent and in a service with a data processing agreement
• Promises about deadlines, guarantees and results: the model adds them eagerly, check each one before sending
• Access to the CRM and telephony: keys and passwords are never pasted anywhere

Tasks with a prompt and steps

• Write a sales call script 15 min
• Write a sales proposal 30 min
• Write a customer FAQ 25 min
• Run a quick counterparty check before a deal 20 min
• Write an overdue payment reminder 10 min
• Write an email to a foreign partner in their language 10 min
• Analyze customer reviews by topic 20 min
• Build a competitor price review 30 min
• Write meeting minutes from an audio recording 20 min
• Write a business letter 10 min