AI sales agent

Close more sales and enhance productivity, thanks to valuable customer insights provided by RingSense AI—an AI sales agent on hand to assist your team.

  • Easily transcribe, summarize, and store interaction information for easy retrieval
  • Support reps with real-time guidance and coaching on every call
  • Improve conversion rates and close more deals
The RingCentral dialer integrated into Microsoft Team's app
The modern customer expects tailored experiences built around their needs. This poses a challenge for sales agents, as market research is no longer enough. Agents need to understand prospects on a more personal level. What are their unique pain points? How can your products help to overcome them?    An AI sales representative or agent makes that much easier to achieve at scale.
With sales teams spending much of their time juggling multiple leads simultaneously, devoting time to individual prospects is tricky. Luckily a little help from artificial intelligence can turn things around. AI agents represent the future of sales. But how can artificial intelligence and sales work together, what exactly are AI sales agents, and more importantly how can they benefit your business?

Artificial intelligence and sales: A match made in heaven

Artificial intelligence has gained a foothold in many industries, but it’s a particularly good fit for sales teams and representatives.
Sales, after all, is about connecting with people, building rapport, and ultimately convincing them to take a particular action—making a purchase or subscribing to a service. It’s not easy and it takes time. It’s been traditionally tricky to scale without simply hiring more and more agents to join your team. And that’s where AI sales technology comes in.

The beauty of artificial intelligence is that it can complete tasks—increasingly complex ones, as technology develops—in a fraction of the time it would take a human. By saving all that time across your sales processes, you free your agents up to do what they do best—making the connections and building the relationships that close more deals.

AI agents for sales work in the background to empower your reps and make them better.

What is an AI sales agent?

AI sales agents are tools designed to assist with various tasks across the sales process. More and more organizations are deploying tools such as RingSense AI, and seeing increased productivity and conversion rates as a result.
What does this mean for human agents within your sales team? The human element is still an essential part of sales. Agents must build a rapport with customers to successfully close deals and AI agents aren’t intended to replace this essential factor. Instead, they’re tools designed to enhance your teams so that they get the most out of every interaction.

AI sales agent examples

Sales AI agent solutions come in handy for many different purposes. Below are just a few examples of critical sales tasks these tools can assist with:
  • Lead generation - Successful lead generation is all about speed and accuracy. AI automates messaging to help leads move through the pipeline. It can also use data, such as demographics and browsing history to carry out lead scoring. So, you’ll always be chasing the right leads. 
  • Sales prospecting - Knowing when and how to contact customers is crucial. AI agents look at datasets to find the best channels to get in touch with prospects. This way, human agents can focus on having successful conversations with customers. 
  • Real-time guidance - Sales data that your business collects can be fed to AI agents. These tools can learn from this information and provide valuable insights, identifying new opportunities to engage customers. 
  • Data entry - Data entry is essential, but handling the task manually can be time-consuming. AI agents can automate the process so that sales teams can work on growth-related tasks.

How InsuranceHub uses RingCentral for agent training

A laptop screen displaying an agent's dashboard within the RingCentral RingCX app
The RingCentral dialer featured in MS Teams desktop app with inlay of RingCentral call history in MS Teams mobile app

Benefits of AI sales agents

There’s no denying that an AI sales person can carry out many useful tasks. But what are the overarching benefits of an AI sales agent for your teams? Let’s demonstrate why AI phone sales agents are essential for modern sales teams:
Picture all the time your teams spend working on manual tasks, such as sending follow-up emails or data entry. This is time that could be devoted to talking to customers and acquiring more sales.
Automation is one of the biggest advantages of AI sales reps. You can automate tasks across the sales process, freeing up time for your agents, and ensuring more sales are closed.
Below are just some examples of how you can benefit from automation using RingSense :
  • Updating your CRM with summaries and next steps.
  • Automated note-taking during meetings and sales calls. 
  • Uncovering insights into how customers view your competitors and any common objections.
  • An AI coach that provides automatic post-call feedback.
What if your sales agents always knew the right thing to say to customers? AI brings us one step closer to making this reality. For example, with tools like RingSense, agents can get real-time AI guidance on live sales calls. AI can understand what’s being discussed and pop up potential responses to objections or useful information for the agent to use in the discussion.
With RingSense, too, you gain access to a feature called sentiment analysis. AI assesses interactions with prospects and determines whether they are “positive”, “negative”, or “neutral”. Supervisors can use this information to spot less successful calls and provide “on-the-spot” assistance.
Even the most seasoned sales professionals have room for improvement. AI sales representatives come with built-in quality management features. For instance, a tool can score an agent based on their interactions with customers. This way, you can spot team members in need of extra assistance.
This was a feature that InsuranceHub, a business using RingSense, found particularly useful:
"The standout feature for us is RingSense's capability for managers to actively listen to their teams' interactions with customers, thereby utilizing the coaching tab as a performance gauge.”
Lee LeBaigue - InsuranceHub
Sales strategies need to be tweaked over time for long-term success. As customer's habits and interests change, so should your approach. AI agents can track and analyze interactions in real time. From these, they can determine topics and products customers—existing and prospective—are interested in. 
Using this information, sales reps can tweak their pitches to target specific potential customers. This means agents can engage in more meaningful conversations and, crucially, produce more sales.
A RingCentral Fax sent from MS Teams Desktop and the RingCentral SMS inbox on MS Teams on mobile

Challenges of using AI sales agents

There’s no denying that an AI sales agent can produce many benefits for organizations. As with any new technology, however, organizations must properly prepare for their introduction.
You’ll need to secure team buy-in to ensure that everyone is on the same page. This should involve selling the benefits of AI to your teammates. Explain how it will make their day-to-day lives easier. Above all, you should underline that AI enhances rather than replaces sales agents. Provide training where necessary to ensure the smoothest possible introduction.

The best AI sales agent for reps, supervisors, and your whole business

If you’re looking for an AI agent for sales, look no further than RingSense. Whether you want to build stronger teams or have more meaningful conversations with leads and customers, our solution has everything you need.
Every interaction with prospects, leads, and customers holds useful insights. RingSense can record, transcribe, and even summarize all those vital conversations. 
Transcripts and recordings can be key for training, by helping new team members learn from the best sales agents. They can also assist existing agents spot areas for improvement, and enhance their performance. Thanks to summarization, you can gain context about conversions without always needing to listen back.
Your CRM is the nerve center for customer interactions. A RingSense sales AI agent ensures that it’s always up-to-date with enriched data. We’ll cut out the legwork, ensuring that call recordings and other forms of data entry are automatically added to your CRM. We enable easy integration with popular platforms like Salesforce and HubSpot.
RingSense provides on-the-spot coaching tips for sales reps on calls. This enables reps to alter their approach and close more deals. From an intuitive user interface, agents can get easy access to coaching information, and find the best route towards personal development.
Better still, tips are tailored to each agent based on specific performance metrics and areas for improvement. The platform ensures long-term improvement, so you’re always getting the most out of your teams.
With RingSense, sales teams can gain access to sentiment analysis. During interactions, they can monitor whether prospects are “positive”, “negative”, or “neutral”. This feature can be utilized to determine when calls aren’t going to plan. Sales reps can use this information to alter their approach on the fly.
Sales teams collect all sorts of data from campaigns, customer interactions, and other sources.
RingSense can analyze business communication data, extracting insights from calls, texts, meetings, and contact center interactions. All this information can be used to boost your sales team. You can optimize internal processes and find more effective ways of engaging clients.

Plus, make it a Salesforce AI agent, too

RingCentral supports seamless integration with Salesforce. So, sales teams can wave goodbye to constantly switching between disparate software. You can enjoy a collaborative CRM experience with cloud capabilities and everything else you need, in one place. 
You can utilize powerful features, such as automated call logging, one-click calling and messaging, integrated voicemail and fax, and a host of other functionality. The perfect recipe for Salesforce omnichannel communications that help you make the most of every sales interaction.

Elevate your CRM workflows

Easily connect RingSense to your CRM and favorite tools with built-in integrations and Zapier flexibility.
RingCentral's integrations

How to implement AI tools for sales

Convinced of the benefits of AI agents as a sales tool, but not sure how they’ll fit within your organization? Implementing any new sales software tools or solutions can feel like a daunting task, whether artificial intelligence is involved or not. Here are some tips for ensuring that implementation goes smoothly:
  • Be clear of your goals and use cases: At the outset, make sure you understand precisely what you’re looking for from AI sales agents. That might be faster data entry to your CRM, better agent coaching, or anything else besides. Whichever, being clear what you want, means you can tailor any AI sales tools precisely to your needs and make them work for you.
  • Get team buy-in early: Make sure your managers, supervisors, and agents are on board with your adoption of sales AI agents and other artificial intelligence tools. Make it clear that they’re tools to help not replace them. Perhaps describe them as AI tools for sales agents, rather than AI sales reps, to make that clear.
  • Don’t reinvent the wheel: Just because a sales AI agent could completely reshape your workflows, doesn’t mean it should. Look at how any new tool can supplement and strengthen your processes, rather than reinventing them. Integrations between any sales agent software and your existing CRM can help with this.

AI sales agent FAQs

An AI sales agent is an umbrella term for a tool for sales teams powered by artificial intelligence. These tools can carry out a wide range of functions, from automating data entry to providing real-time sentiment analysis.
AI sales agents use a technology called machine learning to adapt and improve based on data, continuously providing the best intelligence to support your teams.
The best AI sales agent depends on the unique circumstances and needs of your business. In general, look for a tool that offers a broad range of features. RingSense, for example, is designed to support every aspect of sales from CRM management to call recording and summarization.
When people discuss different “types” of AI sales agents they’re usually referring to whether they’re an assistive tool or an autonomous tool. An assistive tool helps (or assists) agents with tasks and works to save them time or make them more successful. An autonomous tool completes a task automatically, without human input.
This very much depends on the specific tool you choose and how you implement it. To take RingSense as an example, it’s available starting at just $60 per user, per month.
Artificial intelligence can prove an effective cold calling tool in various ways. An AI agent for sales like RingSense can provide an agent with real-time guidance while on a call, give them a real-time assessment of the sentiment of the call, and more.
The best AI sales agents are generally easy to use, leverage automation to cut the time taken for different tasks, and work seamlessly with existing tools in your tech stack. In short, they work with your sales team to make their jobs easier and, therefore, help them towards better results.
No, AI tools are designed to support human sales reps. Whether it's automating manual tasks or providing on-call support, AI enhances human agents so they can close more deals.
Sales AI agents benefit your sales reps by cutting out tedious manual tasks and helping enhance their performance. They support managers, allowing them to spot weaknesses and coach their teams more effectively. All this benefits your overall business and helps improve your bottom line.
AI is a technology that is constantly evolving. In the future, it’s likely to support sales in even more significant ways. Sales AI agents will provide new ways of understanding customers. The development of natural language processing (NLP) is a prime example of this. In the future, sales agents might use NLP to translate requests from customers that speak different languages.

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