AI-led Sales
Guide by
Contents
Burning Questions (AI in Sales) 4
Sales Teams 4
Sales Tools 6
Sales Strategy 10
Agentic AI Solutions 14
Individual Copilot Agents 17
Multi-Agent Workflows 18
Getting Started with Agentic AI 24
2
If you are an early entrant looking for better AI in Sales or a first-timer exploring AI
Sales Solutions, you are in the right place.
AI tools are growing every day, making AI solutions rather confusing for humans
outside the tech space.
But as more businesses adopt AI solutions, those that don't, will lose out.
They will lose out on customers and revenue.
Simply because AI tools have a unique trait of (machine) learning on the job, making
them more effective with time.
Early adopters of AI will always have a lasting advantage.
Without further ado, this guide will help you get started on your AI journey.
1 2
We begin by answering Moving on to Lyzr’s AI
some burning questions Agent solutions currently
Sales folks have around AI in use by Sales Teams
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Burning Questions
Frequently Asked Questions are usually placed right at the very end but we want to
begin with answering some burning questions around AI-led Sales.
Sales Teams
How can AI help my sales team become more efficient and productive?
AI automates, personalizes, and speeds up workflows for humans in sales. It frees up
a lot of time for you to work your magic on closing deals. Salespeople who don’t use AI
spend very little time actually selling.
Hard Stat: Just 20-30% time is spent with clients on solutions. 70-80% time goes
towards admin and processes which can be automated.
How does AI enhance a team’s performance without replacing key sales
roles? How are Team structures evolving with AI?
The best professionals won’t compete with AI. They’ll learn to work with it. Every team
should have AI working alongside Humans.
The Catch: Reskilling and Upskilling
AI isn’t about replacing jobs; it’s about augmenting human capabilities
As AI becomes a fixture, roles are getting more specialized. You’ll have people who
focus on technical AI implementation and others who manage the human side.
This shift is also driving cross-functional teams, where departments that once worked
in silos are now collaborating on how to integrate and use AI more effectively.
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Technical
Human
Conceptual
Worker-AI
skills skills skills
coexistnce
Skills framework for worker-AI coexistence.
Gartner research explains the Worker-AI coexistence with traditional AI and what we
are likely to experience with Agentic AI:
Until now, AI models such as large language models (LLMs) have performed tasks
including generating text and summarizing documents, but they haven’t been able to
take action by themselves on their own “initiative.” Instead, they’ve acted on our
prompts.
But Agentic AI is changing that. With the ability to act autonomously, involving minimal
human supervision, adapt to our context and execute goals in complex environments.
This will dramatically increase AI’s potential.
But Humans in Sales will not be automated
(axed) away by AI if they keep up.
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Sales Tools
How do I choose the right AI tools that align with my sales strategy?
The AI tools you choose depend on the level of sophistication you seek in solutions.
If you need AI solutions for low-level processes, the tools will use simple AI, like
chatbots and meeting/call notetakers that reduce human effort, cost and increase
efficiency.
If you need agile AI solutions to align with your sales strategy, you need advanced AI
tools to analyze opportunities and customer needs for more sales efficacy.
Finally if you are looking for the highest level of sophistication in AI solutions to match
your sales processes and strategy, you need customized, cutting-edge AI
technologies that will support your sales strategy at various points.
Level of
relationship
Trust
co-creator
High
Use cutting-edge
AI technologies to
Strategic
generate deep
collaborator
insights
Use advanced AI
to increase sales
effectiveness by
Sophistication
Solution
consultant analyzing
opportunities and
customer needs
Use simple AI,
Preferred
such as chatbots,
supplier
to decrease costs
and increase
efficiency
Transactional
vendor
Low
Ad hoc Informal Formal Agile Customized
Low Sophistication High
Level of process
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What AI tools should my sales team be using for maximum impact?
As you can see from this Sales AI Landscape there is no dearth of options when it
comes to tools. It all comes down to selecting what will work best for your sales
process and team. Whichever tool you choose, make sure it reinforces how you want
to sell and it fits into your sales workflows.
Several sales AI tools are specifically built for every stage of the sales process-from
lead generation to closing-making each stage efficient, scalable, and data-driven.
Here is a list of some noteworthy AI Sales tools
Prospecting & Lead Enrichment
Clay: Build your lead list with intelligent filters
Appollo.io: Enrich your filtered lead list with accurate contact details
RB2B: Track your website and product visitors
Lyzr.ai: Upload the list to the AI SDR and set up your campaign
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Outreach & Engagement
Jazon AI SDR Lyzr AI SDR: Automates outreach with hyper-personalized messaging
Lavender: AI-driven email optimization to improve response rates
Markopolo: AI-driven LinkedIn outreach & follow-ups
Outreach.io: Sales engagement automation at scale
AI-Powered Calls, Meetings & Sales Intelligence
Orum: AI-powered dialer for faster prospecting calls
Aircall: Cloud-based phone system with AI analytics
Fireflies.ai: AI note-taking & transcription for sales calls
Chorus.ai: Conversation intelligence for call analysis
Revenue Acceleration & Deal CLosing
Clari: AI-driven revenue forecasting & pipeline management
S eamless.ai: AI-powered real-time contact discovery
Clear ib t: Data intelligence for revenue growth
G o .io: AI-driven sales coaching & deal tracking
ng
Combine these tools to create an AI-led sales solution you can test.
For instance, try this stack of tools to automate the process of building a prospect list right up
to setting up a campaign.
Cla y - build your lead list with intelligent filters
Apollo.io - enrich your filtered lead list with accurate contact details
RB2B - track your website and product visitors
Lyzr AI - upload the list to the AI SDR and set up your campaign
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How do AI-driven tools integrate with existing platforms like CRM
systems?
CRM integration is the seamless connectivity between your Customer Relationship
Management (CRM) software and third-party applications, allowing data to flow
effortlessly between systems. This integration expands the functionality of your CRM
software, automates actions, and eliminates the need to switch between systems,
ultimately creating a single source of truth for customer data and improving efficiency,
data accuracy, and customer experiences.
API Integration
Most CRM platforms offer APIs that allow
external AI tools to access and manipulate
customer data
Plug-ins and Add-ons
AI-driven tools
can integrate
with CRM Many AI vendors provide plug-ins that
directly integrate with existing CRM systems,
systems using: adding AI capabilities to the platform
Custom Development
For complex requirements, businesses can
develop custom integrations to tailor the AI
functionality to their specific CRM needs.
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Sales Strategy
How does AI assist in creating winning sales strategies across
channels?
Sales teams operate across multiple channels and each channel demands a unique
approach to AI-powered selling. Here are some AI-driven strategies for win-win
outcomes across channels.
Strategy#1 When Email Outreach is Personalized & Data-Driven
Uses AI-driven email generators (Lyzr AI SDR, Lavender) to craft hyper-
personalized email
Automates A/B testing for optimized subject lines & body cop
Leverages predictive analytics to send emails at the best times
Email Engagements Rate
Tailored Emails Generic Blasts
300% 10%
3X higher response rates Low Enagagement
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Strategy#2 When LinkedIn & Social Selling builds trust and not a pitch
Automate connection requests with AI-driven LinkedIn outreach (Polo
Use social listening tools to track engagement trigger
Share AI-generated insights & thought leadership content to build credibility
Automate
Overcome
Connection
Cold DMs
Requests
Replace ineffective
cold messaging Use AI to initiate
LinkedIn connections
Higher Connection Track Engagement
Rates Triggers
Achieve more
Monitor social media
connections and
for engagement cues
conversations
Behavior-based Share AI-generated
Outreach Insights
Engage based on Distribute insights to
user behavior build credibility
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Strategy#3 When SEO & Inbound Capture High-Intent Leads
Use AI-driven keyword research to optimize sales conten
Deploy AI-powered chatbots to qualify inbound leads 24/
Track buyer behavior to automate lead nurturing sequences
Leads wait for a human response Lost opportunities
Instant
Personalized
Qualification Follow-ups
Rapid assessment
Tailored communication
of leads with leads
Higher inbound conversation rates
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Strategy#4 When Ads & Paid Media are AI-Optimized for Targeting
Use AI-powered audience segmentation to refine targeting
Automate real-time ad optimization for higher engagement
Leverage predictive analytics to increase ROI on ad spend.
Hyper-segmented
Broad Targeting
Targeting
Leads to budget waste
Achieves higher ROI
Strategy#5 When Cold Calling is enhanced with AI Dialing & Coaching
Use AI-powered dialers (like Orum) for faster prospecting
Deploy AI coaching tools (Gong, Chorus) to analyze & improve pitches
Automate post-call summaries for better follow-ups.
Automated Dialing Better
& AI Insights Conversions
Streamlined process Enhanced success in
with intelligent insights achieving desired outcomes
Manual Dialing More Calls
Inefficient and time- Increased outreach
consuming process and engagement
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Agentic AI
Solutions
by
If you are looking for an efficient AI solution to automate tasks traditionally handled by
Humans in Sales, consider the following:
1
We begin by answering some burning questions Sales folks have around AI
2 Multi-Agent workflows with multiple, independent, interacting agents,
working towards a common sales goal
Agentic AI can now be a coworker, a
valuable member of your team.
A basic instance of how this works for Outbound Sales:
1 Agentic AI helps qualify your leads for Outbound Sales with automated online
research of each lead on your list.
2 Based on the leads you decide to pursue, Agentic AI can compose hyper-
personalized emails at scale for outreach and follow-up for each lead.
3 Any questions / conversations with potential customers related to the company
are also handled by Agentic AI till a meeting is scheduled for the customer to
speak with a salesperson and take the conversation forward.
Agentic AI helps automate your outbound sales process right from qualifying leads to
outreach to follow-up conversations, keeping customers engaged till they are ready to
connect with a salesperson who can then move strategically to close the deal.
You can evaluate where Agentic AI’s impact would be most beneficial to your Sales
team and start there.
Our Solutions team will understand your requirements and propose an Agentic
Workflow to automate the process.
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The go-live time for a customized Agentic Workflow
is around 12 weeks.
Most agents are 80% pre-built, leaving only 20% to be
modified as per individual client needs.
With Lyzr you have the option of setting up an Agent Hub for your Sales team. This hub
serves as a comprehensive AI-powered ecosystem housing AI Agents performing
various sales functions related to market research, data analytics, prospecting, email
writing, coaching and dialing.
Agent Hub for Sales
Categories Prospecting Email Writing Coaching Dialing Research
Buying
ICP
List
Prospect
AI
Signal
Generator Builder Research Dialer
Research
Call
Customer
Cold Email
Reply Email
Negotiation
Recording
Roleplay
Generator Generator Coach
Analysis Coach
Sales
Explore
Competitor
Fully Autonomous
Data
More ICP
Research AI SDR
Analyzer Generator
The Sales team can choose between Copilot Agents and a Fully Autonomous AI SDR
to speedily execute and assist in their tasks.
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Individual Copilot Agents
These AI Agents have specific roles for which they can be deployed in the workflow.
Market Research & Analytics Agents
Extracts sales trends and performance insights from sales
AI Sales Data Analyzer data.
AI Competitor Research Tracks competitor strategies to inform sales tactics.
Prospecting & Lead Generation Agents
Defines and refines Ideal Customer Profile (ICP) using data
AI ICP Generator
analysis.
AI List Builder Automates targeted lead list creation.
AI Prospect Research Gathers insights on prospects and decision-makers.
AI Buying
Detects real-time intent signals online for high-converting
Signal Research leads.
Sales Email Agents
AI Cold Email Generator Crafts personalized outreach emails.
AI Reply Email Generator Generates intelligent follow-up responses.
Sales Coaching Agents
AI Customer
Simulates sales conversations for skill improvement.
Roleplay Coach
AI Negotiation Coach Provides real-time guidance on deal-closing tactics.
Sales Call & Analytics Agents
Automates outbound calling with pre-set scripts and CRM
AI Dialer
integration.
AI Call Recording
Reviews and analyzes calls for sales insights and
Analyzer coaching.
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Multi-Agent Workflows
A fully autonomous AI SDR role is performed by a multi-agent workflow, custom-built
to complete tasks independently, with a human-in-the-loop making the important
decisions.
To explain how these agentic workflows work, we are showcasing three common use
cases for Sales.
1. Sales Development Workflow Automation
Zoominfo
Press
releases
Glassdoor Map 9
AI Research
Stakeholders
Yes AI Outreach
Agent per Account? Agent
Crunchbase
LinkedIn
Mapped Stakeholders
Lusha
Email
LinkedIn
Personalized
Human
No Outreach Outreach Output
Review
Did
Store in ERP Systems Prospect
Engage?
Booked
Hubspot
Demo
Avoma
Calendly
Yes Call transcript
No
to CRM
Confirmed meeting bookings
AI Call
AI Personalization
Agent Agent
In Prospect
AI Scheduling
Qualified
Demo-Ready? Agent prospects
Store in ERP Systems
AI Follow-up
AI CRM
Agent Agent
Has
Engagement
No AI Multichannel
Increased? Sequencing Agent
Hot leads
AI Closing
Agent
Multichannel
Closed
Sales
deals documentation Outreach
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This is Lyzr’s AI SDR Framework for automating sales development using AI Agents.
Here's a step-by-step breakdown of how the workflow is executed autonomously with
humans in the loop at integral points:
1 The AI Research Agent gathers stakeholder information from multiple sources
like Lusha, LinkedIn, Crunchbase, Glassdoor, Press Releases, and ZoomInfo. It
identifies and maps stakeholders per account.
2 Unmapped stakeholders are sent for human review and manual mapping.
Successfully mapped stakeholders in accounts move forward to the AI Outreach
Agent.
3 The AI Outreach Agent conducts outreach via Email and LinkedIn, It also
generates personalized output for outreach.
4 If the prospect does not engage, the lead is sent to the AI Personalization Agent
for re-engagement and if the prospect engages, it moves to the AI Call Agent.
5 The AI Call Agent conducts calls and logs call transcripts into CRM Systems (e.g.,
Salesforce, HubSpot).
6 The AI Scheduling Agent:
Manages scheduling for qualified prospects
Books meetings via external tools like Calendly, Avoma, and HubSpot.
7 If the Prospect is Demo-Ready, a demo booking is scheduled, if not, the lead is
sent to the AI Follow-up Agent for further nurturing.
8 The AI CRM Agent receives these prospects and stores their engagement data in
Salesforce and HubSpot ERP systems.
9 If the engagement Increases, the lead is marked as Hot and sent to the AI Closing
Agent to handle Closed Deals and Sales Documentation.
10 Leads with no visible increase engagement are sent to the AI Multichannel
Sequencing Agent for further multi-channel outreach.
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2. Outbound Sales and Outreach Workflow Automation
Trade
Embassies Federations Exhibitions
AI Lead
Scoring Agent
fi
Quali ed leads
Multi-language templates
AI SDR
Engagement
Agent score
CRM integration
Lead response data
AI Follow-up &
Engagement
WhatsApp
Agent
Prioritized leads Interested
leads
AP I
integration
AI Dialer
WhatsApp
Agent AI Agent
fi
Quali ed
Lead response data
leads
Does lead
Transcripts &
need deeper
insights logged
No technical or
sales
AI Scheduling
Chat with
& Quote Agent customer
in CRM discussions ?
Lead interactions
from all agents Books
Yes meetings
AI Insights
Sales
SDR Meetings CRM Updated Price Quotes
Agent Handoff
Real-time
AI-Driven
Customer
Performance
Outreach
Re-order
Dashboard Recommendations Predictions
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Lyzr’s Outbound Sales & Outreach workflow integrates CRM applications like HubSpot
and messaging platforms like WhatsApp with AI Agents to streamline the sales and
engagement process.
Here's a step-by-step breakdown of the workflow:
1 Leads in HubSpot and originating from external sources, which for this client
were Embassies, Trade Federations and Exhibitions are sent to the AI Lead
Scoring Agent
2 The AI Lead Scoring Agent scores and qualifies the leads and sends them to the
AI SDR Agent. It also sends the Lead Engagement scores to the AI-Follow-up &
Engagement Agent
3 The AI SDR Agent uses multi-language templates and CRM data to engage with
leads. It then passes on the lead response data to the AI Follow-up &
Engagement Agent
4 The AI Follow-up & Engagement Agent:
Further engages leads, prioritizing those with higher interes
Prioritized leads are sent to the AI Dialer Agen
Interested leads are sent to the AI WhatsApp Agent to initiate chats
5 The AI Dialer Agent calls prioritized leads. Qualified leads are sent to the AI
Scheduling & Quote Agent. Other leads are assessed to determine if they require
deeper sales or technical discussions. If yes the process moves to a Sales
Handoff. If not, then interactions are logged in the CRM and analyzed by the AI
Insights Agent
6 The AI Scheduling & Quote Agent receives qualified leads from the AI Dialer
Agent and the AI WhatsApp Agent. It processes the leads and books SDR
meetings, updates the CRM with lead data and generates price quotes.
7 The AI Insights Agent analyzes the lead transcripts and insights logged in the
CRM to provide:
Real-time Performance Dashboar
AI-Driven Outreach Recommendation
Customer Re-order Predictions
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3. Inbound Sales and Outreach Workflow Automation
Contract
Individual ($19)
Website
Record Created or Low Priority
Book a Demo
Visitor
Deal
Growth ($99)
Created Leads
Form to categorize
leads early
Enterprise ($999)
Leads
Link to Notio n
Data Collection: Ask speci c fi questions that help categorize leads early, added as Note
such as
What is your primary use case ? (e.g., Sales, Marketing, IT Support
Company size and industry
Expected budget Enriche d
fi
Any speci c integration needs ? (e.g., ServiceNow, Salesforce, AWS) Web form lead data
AI content
Recommende r
Agent
Schedule s
Meetings
Name, email,
company, interest Notion
Custome r
Automated Enrichment: Account Details
Set up enrichment workflows in Clay to
pull data from external sources like: Meeting invite o
Clearbit: For firmographic and AE’s Calendar
technographic data Integration
Tutorial Video Blogs
LinkedIn API: To gather professional
details about the contact
BuiltWith: To analyze the technology
stack of the company CRM Enrichment
Salesforce/HubSpot CRM: To check for
existing records and avoid duplication.
Meetin g
Meeting invite
has informative
Notes
context
Meeting
AI Agent,
input/outputs,
processing,
AI Visual Workflo w
integrations Generator Agent
Lyzr Sales
Workflow
Workflow adde
to proposal
AI Notetaker s
Automation
(whichever wa s
standardize on)
Copy fo r
Custome r
Proposal AI Proposal
Proposal Generator Agent
Lyzr’s Inbound Sales workflow is designed to automate sales outreach, improve lead
nurturing and boost conversion rates.
Workflow Breakdown:
1 Lead Capture & Enrichment
Leads originate from the website when a visitor books a demo on the web form
The web form collects key data such as use case, industry, company size, budget,
and integration needs
The lead data (name, email, company, interest) is sent to Clay for automated
enrichment. Clay pulls data from external sources like LinkedIn, Clearbit, and
BuiltWith to enrich the leads. Clay checks existing records in HubSpot to avoid
duplication before sending across the enriched lead data.
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2 Lead Scoring & Categorization
Leads trigger the creation of Contract Records and Deals in HubSpot
Deals score and categorize the leads based on value (Individual, Growth and
Enterprise)
3 AI Content Engagement & Meeting Scheduling
Qualified Individual and Growth leads receive AI-driven content
recommendations like blog posts on the Website/Medium and tutorial videos
on YouTube by the AI Content Recommender Agent to get to know the product
offerings and solutions
For high-value Enterprise leads, using lead details from HubSpot, a meeting
invite is scheduled on the Account Executive’s (AE) calendar
Meeting invites contain informative context to improve discussion quality.
4 AI-Powered Meeting Notes & Follow-ups
Meetings are transcribed using AI-powered notetakers like Granola, Fireflies,
or Otter.ai
Meeting notes are sent to Notion for Customer Account tracking and then
logged and linked in HubSpot
5 Proposal Generation & Sales Automation
Based on the meeting notes, the AI Visual Workflow Generator Agent
collaborates with Clay to create workflow diagrams in Excalidraw and the AI
Proposal Generator Agent creates a proposal copy.
The proposal including the suggested workflow design is finalized and
formatted using Gamma before being sent to the customer.
6 CRM Updates & Insights Analysis
All interactions, engagements, and proposals are logged in HubSpot
The data is analyzed to improve future AI-driven outreach strategies and sales
performance tracking.
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How to Get Started with Agentic AI
1 Form a Cross-Functional Team
With functional and technical expertise in your organization.
2 Identify AI Business Use Cases
Start with time-intensive, error-prone, repetitive high-volume tasks with low
complexity and large data set analyses. The use cases should be low-risk, easy to
test, and manage.
3 Audit & Assess the Current Process
Identify a list of applications/systems/databases which need integrating in the
automation. You also need to assess potential data security and privacy risks
associated with the systems in-cloud or on-premise.
4 Evaluate Agentic AI Vendor
Confirm the AI solution’s data security, privacy, and ethical considerations.
Understand the implementation roadmap and support criteria.
5 Roll out Internal Pilot Program
Focus on setting up agentic workflows for some use cases and roll out to a test
group to identify areas of risk and opportunity.
6 Monitor Agentic Workflows
Track the progress of the AI solution (time to execution, quality and scale of output)
and adjust for larger rollout.
7 Update Policies & Procedures
Incorporate guidelines for ethical AI use, data security, and privacy. Outline
detailed procedures for AI integration. Develop and document criteria for new use
case selection and implementation.
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THANK YOU
