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Guide

Lead with Foresight at Every Step of the Deal

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Sales leaders and RevOps teams are surrounded by data, but it can be difficult to sort through it and understand what’s actually going on. Without clear insight, decisions are often delayed or based on guesswork, which can lead to missed targets.

Salesloft’s AI agents are built to make this easier. They help turn data into clear, usable information so you can see how deals are progressing, where risks are forming, and what actions will make the biggest impact. 

With these tools, you can lead your team with more confidence and make decisions that support better outcomes:

  • AI Forecast
  • Stalled Deals Insight
  • Signal Conversion Insight
  • Analytics Interpreter

Predict sales outcomes

With AI Forecast

Traditional forecasting methods are manual and subjective, relying on gut feelings or incomplete data, leading to unpredictable revenue cycles. This lack of reliable foresight creates a constant state of uncertainty, making it challenging to make strategic decisions and address potential shortfalls proactively.

The AI Forecast agent provides a powerful solution by leveraging historical and current data to predict sales outcomes with remarkable precision. 

This agent takes advantage of Salesloft’s comprehensive data foundation to generate accurate and objective forecasts based on past deal performance within your organization as well as deal size, stage, and velocity.  

With AI Forecast, you can reach an unprecedented level of predictability in your revenue outlook, which translates to more confident decision-making, improved resource planning, and the ability to intervene strategically before issues arise.

Act before it's too late

With the Stalled Deals Insight

Stalled deals often go unnoticed until it's too late. This leads to extended sales cycles, wasted seller effort, and ultimately, lost revenue opportunities that could have been saved with early intervention.

The Stalled Deals Insight agent proactively surfaces deals that have sat in one stage for too long, enabling managers to act and help reps get deals moving again. 

By continuously monitoring your pipeline against typical deal progression for your organization, the agent identifies anomalies and immediately drives action by creating a play for managers to review at-risk deals. 

By leveraging Stalled Deals Insight, you can be close enough to the pipeline to understand what deals are at risk while still being able to easily delegate deal follow-up to their sales managers and sellers. Prompt early intervention and keep your forecast–and revenue–predictable.

Optimize your content strategy

With the Signal Conversion Insight

Without clear insights into how buyer signals translate into successful outcomes, it's difficult for RevOps teams and sales leaders to optimize sales plays, content strategies, and overall go-to-market effectiveness. This often results in a disconnect between effort and results, making it hard to prove ROI and justify investments in sales enablement tools.

The Signal Conversion Insight agent provides this visibility by showing how various signals from third party vendors like Seismic and Highspot impact conversions. 

Additionally, the agent prompts admins to create a Play that tasks sellers to act on these buyer signals, further encouraging best practices and helping the sellers take advantage of the sales enablement tools in the revenue technology stack. 

And when you can finally understand what’s working and what’s not with the Signal, you can invest in and optimize your sales processes, leading to higher conversion rates and a more efficient revenue engine.

Understand performance data instantly

With the Analytics Interpreter agent

Revenue teams have access to so much data that it is overwhelming to identify and understand the most important trends. Sifting through complex dashboards and disparate reports is time-consuming and can lead to delayed decision-making or even misinterpretations of critical trends. 

The Analytics Interpreter agent cuts through the noise by summarizing and explaining sales performance data with AI, enabling teams to act on insights quickly. 

Instead of requiring users to manually analyze vast datasets, this agent intelligently processes all relevant performance metrics, from individual seller productivity to pipeline velocity, and presents concise, easily digestible summaries. 

It highlights significant trends, identifies performance deviations, surfaces key insights that demand attention, and recommends next steps based on the data, allowing managers and leaders to grasp complex information in seconds.

This agent empowers faster, smarter decision-making, ensuring that every member of the revenue team can understand the organization’s performance data and is equipped to respond effectively.

Visibility is a problem for leaders, but agents flip that script

The AI Forecast, Stalled Deals Insight, Signal Conversion Insight, and Analytics Interpreter agents collectively help revenue leaders make strategic decisions based on real-time data and execute with foresight across the sales cycle.

Ready to see how they work in your environment? Reach out to our sales team for a personalized demo to see how Salesloft can unlock new levels of engagement to drive more revenue for your business

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