Revenue/GTM AI Consultants

(*) = recommended

• (*) AI Mindset (Galit Galperin; for strategy & training on practical use of AI)
• Amazon Web Services (AWS – for training & access to Bedrock)
• (*) CRM Hacker (Jonathan Carlson; mainly a SFDC consultant but with AI expertise, for instance in Clay)
• Go Nimbly (RevOps consulting with strengths in AI)
• Nicole Leffer (GenAI training for marketing teams)
• OneMagnify (predictive customer health scores & churn notification; may be too expensive for scaleups)
• Pragmatico (Rod Feuer)
• The Kiln (Patrick Spychalski; Clay Agency)

Predictive & GenAI Use Cases In Sales

Predictive & GenAI Use Cases In Sales	Predictive AI	Generative AI (LLM)
Prospecting	– Account identification & scoring (ICP) – Lead identification & scoring (persona)	– Researching accounts & people – Drafting relevant, personalized messaging – AI-native sales engagement (less than perfect as of late 2024); outbound prospecting & inbound response
Managing & Advancing Opportunities	– Assessing deal health (opp scoring) & identifying deal gaps – Forecasting – Optimizing territories	– Surfacing next best action – Maintaining deal rooms – Rep call coaching (real-time or post-call) – Preparing pre-meeting dossiers – Drafting post-meeting follow ups – Drafting RFP responses – Drafting proposals – Updating CRM
Post-sale (renewal, expansion, success, & service)	– Identifying at-risk accounts – Identifying expansion opportunities (whitespace)	– Responding to support requests (aka ticket deflection) – Synthesizing customer feedback
Other	– Creating ideal rep hiring profiles; evaluating candidates	– Providing custom-tailored, just-in-time enablement learning journeys – Role playing – Gathering competitive intelligence

The following is an overview of AI in B2B sales & customer success using a jobs-to-be-done (JTBD) approach.

New Logo AE JTBD

Lead & Account Scoring/Qualification (incl. PLG)

• 6Sense¹
• Akkio
• Asgard.ai (find lookalike companies)
• Blend (PLG)
• Coho
• Double (lead enrichment)
• Drift
• Exceed.ai by Genesys
• Hubspot
• Forwrd.ai
• Ocean (find lookalike companies)
• Signals
• Tomi.ai

Contact & Account Research

• Bard
• ChatGPT
• Draup
• Rule5
• Tactic (account research)
• Qloze (account research; may be out of business)

Prospect Engagement / Outreach (incl. copywriting)

• 11x (AI powered SDR)
• AiSDR
• Amplemarket
• Apollo (outbound prospecting)
• Artisan (AI BDR)
• Attention
• Autobound (outbound prospecting)
• Aviso
• Bard
• Buzz
• CadenceIQ (see Namora.ai)
• Cargo (email generator; free Google Workspace add-on)
• ChatGPT
• Clay
• Copilot AI
• Copy.ai
• CopyFactory (email generator)
• Creatext
• Crono
• Crystal
• DALL-E (image generator)
• Experiense (outbound prospecting; AI-SDR with voice)
• First Sales
• Gamma (presentation generator)
• Growbots
• HoppyCopy (email generator)
• Humanlinker
• Humantic (personality based personalization)
• Infotelligent (outbound prospecting)
• Instantly
• Jasper¹
• LaGrowthMachine
• Lavender (email generator)
• LeadIQ (contact data + email generator)
• LeadSpot
• Lemlist
• Luna
• Meetz (outbound prospecting)
• Namora.ai (research & messaging) [fka CadenceIQ]
• Nooks (power dialer)
• Octave
• OneShot (outbound prospecting)
• Outplay (outbound prospecting)
• Outreach (outbound prospecting)
• OutreachWriter
• Opnbx.ai (email generator)
• Pipegen.ai
• Potion (video personalization)
• ReachOut (video personalization)
• Reachy
• Reel.fyi
• Reply
• Regie
• Rev (outbound prospecting)
• Revenue Grid
• Rightbound (outbound prospecting)
• Saile
• Salesforge
• Salesloft (outbound prospecting)¹
• Salesrobot
• Sales Compass
• SampLead (outbound prospecting)
• Scheduler.ai (meeting schedule-bot)
• Scrab.in
• SDR GPT
• Signum (trigger based outbound prospecting)
• Simplified (marketing copywriting)
• SmartLead (outbound prospecting; email only; auto-rotating email accounts)
• SmartWriter
• Super Send
• SuperRep
• Tavus (video personalization)
• Twain
• Typewise
• Ubique (video personalization)
• Unify
• Upbound
• Veloxy
• Warmer.ai
• We-Connect
• White Cream (email, audio, image, video)
• Woodpecker
• Zopto

Opportunity Management/Scoring

• ChatGPT (summarize meeting notes)
• Clari
• Crayon.co (competitive intelligence)
• Discern
• Dubber Notes (meeting notetaker)
• Fireflies.ai (meeting notetaker)
• Gondola (meeting notetaker)
• Gong
• Grain (meeting notetaker)
• LightSki (CRM updating via AI slackbot)
• MeetGeek
• Otter (meeting notetaker)
• People.ai
• SalesDirector.ai (similar to People.ai; activity tracking; opp. scoring; etc.)
• Sembly (meeting notetaker)

Guided Selling/Conversations (incl. note taking)

(*) = recommended

• Abstrakt
• AirCover
• AssemblyAI¹ (AI models to transcribe & understand speech)
• Attention (real-time conversation capture & guided selling/prompting)
• Avoma
• CallRail
• Circleback (automated meeting notes)
• Chorus by ZoomInfo
• Clari Copilot
• Colibri
• Demoleap
• Dooly (sync notes to SFDC; update deals with simple UX; real-time co-pilot but rep must type)
• Fabius (post-call rep coaching)
• Fathom
• Fireflies.ai
• Glyphic
• Gondola
• Gong
• Grain
• Gryphon.ai (conversation intelligence platform that also has real-time co-pilot; more focused on service & success)
• Jiminny
• Mediafly Conversation Intelligence
• Oliv
• Paperplane
• Pilot
• Read.ai
• ReplazIQ (call scoring/coaching)
• Revenue.io
• Salesroom
• Sybill
• Traq.ai (seems to be more focused on call processing – ex. to score calls and ID what is working)
• Trellus (real time call coaching)
• Unique
• Vowel
• (*) Winn.ai¹ (real-time conversation capture)
• Wonderway (post-call rep coaching)
• Zoom IQ

Expansion AM JTBD

Whitespace Identification

• People.ai
• (recommendation engines for upsell & cross-sell)

Customer Success JTBD

Customer Health Scoring

• Gainsight¹
• Kaizan (health scoring via conversational intelligence)

Customer Engagement

Customer Support JTBD

• Balto (contact center AI)
• Cohere
• ConnexOne – Athena AI
• Cresta
• Forethought.ai
• Officely
• Sapling
• theLoops
• Ultimate
• XSELL (for call center agent coaching)

Sales Manager JTBD

Sales Forecasting

(for Sales Forecasting, see Revenue Operations Section)

Hiring

Deal Coaching

• Gong
• Momentum

Non-Deal Coaching

• Brevity
• ChatGPT (ex: role play)
• Chorus
• Frontline (AI-based guidance for sales managers)
• Gong
• Hyperbound (real time conversational AI role-play)
• Luster.ai
• PaddleBoat
• PitchMonster
• Quantified (video avatar role-playing)
• Replicate
• SaleSage
• Replicate
• Second Nature (video avatar role-playing)

Revenue Operations JTBD

Dialers

• Apollo
• CloudTalk
• FlashIntel
• Five9
• Hot Prospector
• Justcall
• Kixie
• Koncert
• Nooks
• Orum
• Outplay
• Phone Verify
• PhoneBurner
• PipeGen.ai
• Reply
• RingCentral
• RocketPhone
• Trellus
• Upscale

Price Optimization/Deal Desk

• Prisync

Sales Forecasting

• Clari
• Discern

Territory Optimization

• GradientWorks
• Humanlinker

Revenue Intelligence

• Discern¹
• Setsail¹

RFP

• AutoRFP.ai

Tool & Data Management

• (Dynamic administration – ex: remove fields; make fields required)
• (Dynamic process – recommended next step)

Compensation & Quota

Revenue Enablement JTBD

Content Management

Training/LMS

(see Sales Management – non-deal coaching)

Sales Engineering JTBD

Demo

Proposals

• RocketDocs

Footnotes

Another great list here: https://www.coldiq.com/ai-sales-tools

¹ This is an Insight Partners portfolio company.  The editor of this page is employed by Insight Partners.