Most sales training doesn’t fall short because the content is bad, it’s because it isn’t sticky.
Reps attend the training, listen along, and then default back to old habits once they’re back on the phone. That’s not because they don’t care. It’s because they don’t remember.
Research shows reps forget up to 50% of what they learn within a day and up to 90% within a week if it isn’t reinforced. Without coaching and reinforcement, even great training fades fast.
That’s why sales training can’t be a one-and-done event. It has to be continuous.
Training isn’t something you did. It’s something you do.
In this Sales Shot, we’ll break down why training breaks down after rollout, what actually makes it stick, and why manager coaching is the critical link between training and lasting behavior change.
We’ll cover:
Why one-and-done and video-only training rarely leads to real skill adoption
What “sticky” training looks like in practice, not theory
How repetition, practice, and reinforcement drive real behavior change
Why frontline managers are the key to reinforcing training on real calls
How coaching skills (not just outcomes) improves rep skill retention
Where enablement teams focus to make training easier for managers to reinforce
Top rep and manager skills teams need now
How tools and AI support reinforcement and coaching without replacing human judgment
When training is reinforced through consistent coaching, skills stick longer, reps perform better, and behavior change becomes sustainable instead of temporary.
REGISTER BELOW!
Tips to Make Sales Training Sticky and Effective
Most sales training doesn’t fall short because the content is bad, it’s because it isn’t sticky.
Reps attend the training, listen along, and then default back to old habits once they’re back on the phone. That’s not because they don’t care. It’s because they don’t remember.
Research shows reps forget up to 50% of what they learn within a day and up to 90% within a week if it isn’t reinforced. Without coaching and reinforcement, even great training fades fast.
That’s why sales training can’t be a one-and-done event. It has to be continuous.
Training isn’t something you did. It’s something you do.
In this Sales Shot, we’ll break down why training breaks down after rollout, what actually makes it stick, and why manager coaching is the critical link between training and lasting behavior change.
We’ll cover:
Why one-and-done and video-only training rarely leads to real skill adoption
What “sticky” training looks like in practice, not theory
How repetition, practice, and reinforcement drive real behavior change
Why frontline managers are the key to reinforcing training on real calls
How coaching skills (not just outcomes) improves rep skill retention
Where enablement teams focus to make training easier for managers to reinforce
Top rep and manager skills teams need now
How tools and AI support reinforcement and coaching without replacing human judgment
When training is reinforced through consistent coaching, skills stick longer, reps perform better, and behavior change becomes sustainable instead of temporary.
REGISTER BELOW!
THIS WEBINAR IS SPONSORED BY:
Gong is the #1 AI Operating System for revenue teams. Move faster, coach smarter, and hit targets with fewer surprises. Gong cuts down manual work, captures real buyer signals, and guides reps to action so more deals close and more sellers hit quota.
Sales teams don’t have a motivation problem, they have a growth problem.
Based on our Factor 8 Current State of Sales survey, 75% of sales reps say they want a long-term career in sales, yet only 55% believe their current company will help them grow. Sales managers echo the challenge, citing limited training and development as the #1 reason they’d leave their role, while also battling burnout from administrative work and endless meetings that pull them away from what matters most: coaching their people.
In this webinar, Lauren Bailey, Founder of Factor 8, and Erik Fowler, Chief Revenue & Operating Officer at Allego, break down the biggest skill gaps, coaching challenges, and development breakdowns holding sales organizations back and explore how AI-powered coaching is changing the game.
Learn how leading teams are using AI to:
Reduce manager workload
Personalize development at scale
Create clearer career paths that keep top talent engaged and growing
Mitigating these challenges will be a key priority for sales leaders.
Watch the video replay!
THE CURRENT AND FUTURE STATE OF SALES
Sales teams don’t have a motivation problem, they have a growth problem.
Based on our Factor 8 Current State of Sales survey, 75% of sales reps say they want a long-term career in sales, yet only 55% believe their current company will help them grow. Sales managers echo the challenge, citing limited training and development as the #1 reason they’d leave their role, while also battling burnout from administrative work and endless meetings that pull them away from what matters most: coaching their people.
In this webinar, Lauren Bailey, Founder of Factor 8, and Erik Fowler, Chief Revenue & Operating Officer at Allego, break down the biggest skill gaps, coaching challenges, and development breakdowns holding sales organizations back and explore how AI-powered coaching is changing the game.
Learn how leading teams are using AI to:
Reduce manager workload
Personalize development at scale
Create clearer career paths that keep top talent engaged and growing
Mitigating these challenges will be a key priority for sales leaders.
Sales is changing fast. AI is accelerating everything, buyers are harder to impress, and mediocre selling is getting exposed.
That’s the bad news.
The good news is also simple: the teams that win are going to be the ones who get clear, get current, and double down on human skills that actually move deals forward.
Here are the trends I’m seeing, and the practical moves to make right now if you want a strong year.
1. Get crystal clear on your goal (because nobody is coming to save you)
We’re living in the noisiest time in history. Tools. Tactics. Hot takes. EVERYONE SHOUTING (😉).
If you wait for clarity, you’ll be waiting forever.
Set your own clarity:
What is the actual outcome you want this year?
What do you want to be known for?
What do you want your next role to be?
What’s the one skill you’re unwilling to be mediocre at?
Then act like you mean it. Put it on your calendar. Build your plan around it. Stop drifting.
2. AI is not replacing you, but it is replacing “entry-level effort”
AI will absolutely wipe out a lot of low-level tasks. Anything that looks like copying, pasting, summarizing, basic research, first drafts, list building, and “good enough” outreach is getting automated fast.
So here’s the play:
Use AI to get efficient
Use humans to get effective
If you’re a rep, AI can help you research, organize, and prep. If you’re a frontline manager, AI can help you spot trends, clean up pipeline signals, and prep for better coaching conversations. If you’re a sales or revenue leader, AI can help you scale what’s working, identify risk earlier, and make better growth decisions without losing visibility into the human side of performance. If you’re in enablement, AI can help you reinforce consistency in skills and training, but it should not define what “good” looks like.
6. Demos are changing: shorter, tighter, more customized
The era of the 45-minute “power demo” is fading.
Teams are moving toward:
Micro-demos
Self-serve exploration
“Show me exactly what I asked for” experiences
Recordings that help buyers sell internally
If your demo is still a feature parade, you’re doing product theater, not selling.
Make demos:
Smaller
More specific
Tied to their use case and decision criteria
7. Call bridging is one of the fastest ways to prevent ghosting
Ghosting isn’t new. Buyers disappearing mid-deal is basically a sport now.
One of the simplest skills that helps is call bridging: setting up the next step while you still have them, with clarity and agreement, so follow-up isn’t chasing.
Quick example language:
“Before we hang up, what needs to be true for you to feel good about moving forward?”
“If we’re aligned, what’s the next best step on your side and mine?”
“Let’s lock the next conversation now so we don’t lose momentum.”
We surveyed sales reps, frontline managers, and revenue leaders to understand where sales teams are struggling, and why results stall even when effort is high.
This report digs into the challenges and skill gaps impacting performance across the sales org, including:
Where reps get stuck in the sales cycle
What’s pulling managers away from coaching and leadership
Top skill gaps leaders see slowing execution and results
Misalignment between effort, activity, and what actually works
What sales teams say they need most to improve performance
Fill out the form to access the full report and uncover where sales teams are losing momentum, and how the right training can help close the gap.
Get Our Full Research Infographic
A Reality Check on Sales Team Performance
We surveyed sales reps, frontline managers, and revenue leaders to understand where sales teams are struggling, and why results stall even when effort is high.
This report digs into the challenges and skill gaps impacting performance across the sales org, including:
Where reps get stuck in the sales cycle
What’s pulling managers away from coaching and leadership
Top skill gaps leaders see slowing execution and results
Misalignment between effort, activity, and what actually works
What sales teams say they need most to improve performance
Fill out the form to access the full report and uncover where sales teams are losing momentum, and how the right training can help close the gap.
Get Our Full Research Infographic
Key Takeaways
Prospecting is Broken
60% of reps say prospecting is the hardest part of selling today
Managers Are Overloaded
Meetings and admin work crowd out coaching and leadership
Execution Falls Short
Leaders point to inconsistent execution and poor prioritization as top barriers
Top Sales Trends, Challenges & AI Tools You Need to Know
[Video Recording]
Sales Trends That Are Shaping How Teams Sell Today
We asked salespeople (sales reps, managers, leaders, and enablement pros) around the globe what’s really happening inside sales orgs. What’s driving performance, what’s draining it, and how AI, coaching habits, team culture, and skill development are shaping the way we sell heading.
This session reveals the top takeaways from our newest research, The Current State of Sales: Trends, Challenges & the Role of AI. Whether you’re a rep, frontline manager, enablement pro, or sales leader, you’ll leave with real data, fresh insights, and ideas to help your team stay competitive next year.
Here’s what we’ll cover:
The top sales trends that will shape the future
Where reps, managers, and leaders are struggling the most
The AI tools sales teams actually use, and what they use them for
How sales managers are spending their time and where they need support
What reps say they want more of to stay, grow, and hit quota
The skills and knowledge gaps slowing down sales teams
What sales leaders are prioritizing in their budgets and strategy plans
No fluff. Just practical takeaways, honest commentary, and a few laughs.
Watch the video replay!
Sales Trends That Are Shaping How Teams Sell Today
We asked salespeople (sales reps, managers, leaders, and enablement pros) around the globe what’s really happening inside sales orgs. What’s driving performance, what’s draining it, and how AI, coaching habits, team culture, and skill development are shaping the way we sell heading.
This session reveals the top takeaways from our newest research, The Current State of Sales: Trends, Challenges & the Role of AI. Whether you’re a rep, frontline manager, enablement pro, or sales leader, you’ll leave with real data, fresh insights, and ideas to help your team stay competitive next year.
Here’s what we’ll cover:
The top sales trends that will shape the future
Where reps, managers, and leaders are struggling the most
The AI tools sales teams actually use, and what they use them for
How sales managers are spending their time and where they need support
What reps say they want more of to stay, grow, and hit quota
The skills and knowledge gaps slowing down sales teams
What sales leaders are prioritizing in their budgets and strategy plans
No fluff. Just practical takeaways, honest commentary, and a few laughs.
We asked hundreds of sales professionals, from reps to revenue leaders, how they’re working, how they’re feeling, and how confident they are in today’s selling climate.
This first part of our State of Sales series explores:
Where and how sales teams work (remote, hybrid, in-office)
What’s driving or draining motivation
How burnout and optimism vary by level
Progress on DEI and representation across organizations
Fill out the form to access the full report.
Get Our Full Research Infographic
A Pulse on Today’s Sales Workforce
We asked hundreds of sales professionals, from reps to revenue leaders, how they’re working, how they’re feeling, and how confident they are in today’s selling climate.
This first part of our State of Sales series explores:
Where and how sales teams work (remote, hybrid, in-office)
What’s driving or draining motivation
How burnout and optimism vary by level
Progress on DEI and representation across organizations
Fill out the form to access the full report.
Get Our Full Research Infographic
Key Takeaways
Sales Pride Is Strong
75% of reps are proud to be in sales, but most don’t see long-term careers at their current company
Managers Are Burning Out
62% of frontline managers say they’re burned out, mostly from admin work and internal meeting
Leaders Feel the Rebound
56% say today’s sales climate is better than last year; optimism rises with seniority
How do you build a top-performing sales team? Short answer: Skills. Confidence. Coaching.
Every sales team has a few all-star reps. The ones who just get it and crush it. The question is, how do you clone that kind of success?
Here’s the truth: some people are born with drive, curiosity, and that inner fire to win. But top-performing sellers aren’t just born, they’re developed. They learn the skills, build the confidence, and have managers who coach them along the way. The good news? Every bit of that can be taught.
If your reps are struggling to find the right contacts, freezing up when someone actually answers the phone, or taking forever to ramp, it’s not a talent problem. It’s a skills and confidence problem.
So, whether you’re building a team from scratch or helping seasoned sellers hit the next level, here’s how to turn potential into performance.
Getting Started: What’s Holding Sellers Back?
Before you can grow a high-performing sales team, you have to figure out what’s slowing reps down. For most, it starts with confidence. New sellers don’t know the language yet, feel unsure about the tools, and get stuck just trying to figure out who to call.
Here’s what sales leaders say are the top challenges:
Fear of the phone
Low business acumen
Poor time management
Struggling to find the right contacts
Stalled or ghosted deals
And even when they do reach the right people, getting them to engage (and knowing what to say next) isn’t always natural.
Confidence doesn’t just appear. It’s built, one conversation, one small win at a time.
Build Confidence from Day 1 by Training These Skills
New hire sales training often tries to do too much. But what sellers need most in their first few weeks is confidence, the kind that comes from actually knowing what to do and say in real situations.
Skip the deep dives into quoting systems or pricing battles. In the beginning, focus on the basics that make up 90% of their day:
Leaving voicemails that get a callback
Knowing what to say when someone actually answers
Keeping prospects on the line
Handling “Who the heck are you with?”
Finding the right people and getting them to engage
Delivering your value prop with confidence
Capturing key contacts on the call
That’s the heart of just-in-time sales training. Teach what reps need for their first 30 days, not their first 300.
Tip: When new reps leave training feeling confident, they come back hungry for more. That’s how you build a learning culture and ramp faster.
One of the most effective coaching tools out there is the Pause Game. It’s simple and powerful:
Play any recorded call (it doesn’t even have to be their own)
Pause every 10 seconds
Ask two questions:
What’s the customer thinking right now?
What would you do next?
This exercise pulls reps out of their own heads and into the customer’s world. It builds active recall, which science shows is five times more effective than passive learning.
The game teaches reps when to apply knowledge, not just what to say. That small shift in awareness can shave weeks off ramp time.
Tip: It’s not just about knowledge. It’s about retrieval. Helping reps recognize when to use the right skill is what separates good from great.
Create call libraries and show reels of top reps in action
Run timed CRM drills during training to build speed and multitasking skills
Digital Sales Rooms (DSRs) are must-have sales tools. These microsites let sellers organize resources, track buyer engagement, and keep deals moving with mutual action plans and real-time visibility.
Tip: Tools like DSRs don’t just help reps. They make it easier for buyers to stay informed and move deals forward. That’s a win-win.
Retention, Career Paths, and Coaching the Coaches
If you want to keep your top reps, you have to do more than teach them how to sell. You have to show them what’s next.
Reps are motivated by success stories, recognition, and growth. So give them that:
Share real win stories across the team to celebrate success and boost morale
Create safe spaces for loss stories to promote learning and vulnerability
Build clear career paths from BDR to AE to manager, with skills mapped at every level
Coaching plays a massive role here. Too many managers run 1:1s, review pipeline, and put out fires, but never actually coach.
That’s why developing your managers matters. Coaching certifications give them a repeatable system to build skills, boost confidence, and grow their people.
Tip: If managers don’t know how to coach, reps don’t improve. Equip your frontline leaders to develop people, not just push deals.
Just-In-Time Training, Simplified Tech, and Manager Reinforcement
Let’s be real. Most reps are buried under too many tools and use none of them well. The average tech stack is a juggling act, not a system.
Keep it simple. Your learning, content, and call-intelligence tools should actually talk to each other so managers can move fast, coach smarter, and see what’s working.
Manager dashboards should show trends, not snapshots; who’s improving, who’s stuck, and where to step in.
And here’s the kicker: about 90% of what managers say in a 1:1 is forgotten within a week. Real learning sticks when it’s reinforced, coached, and repeated until it becomes a habit.
This article is based on insights shared during a Sales Shot webinar featuring Lauren Bailey and Devyn Blume, Sr. AE at Allego. Watch the full session here.
Subscribe to our email list to receive new content, webinar invites, and training offers.
What’s the most overlooked factor in sales growth? Your frontline sales managers.
They influence every deal, every rep, every forecast, and yet about 60% of new managers report they never received training when they stepped into leadership.
Let’s stop looking past the obvious. Your frontline managers are the secret to scaling sales growth.
If you want more reps hitting quota, more deals converting, stronger forecasts, and less burnout across the board, it starts with your managers. Not your tech stack. Not your latest AI tool. Not another rep enablement platform (though these are important and we love them, check out our friends at Allego).
I’ve worked with thousands of sales teams and here’s the hard truth. Most companies are investing in everything except the role that has the biggest impact on team performance and revenue growth.
And when we flip that, the results are massive. We’re talking 20 to 47% increases in rep conversion rates. And we didn’t even touch the rep. Just by developing their manager.
So if you’re planning for growth, keep reading. Because managers aren’t a bottleneck. They’re your biggest growth engine.
1. Managers Bring Consistency (and That’s What Scales)
Change is part of growth. Reps switch teams. Territories shift. Comp plans evolve. But in the middle of it all, your frontline managers keep the team focused, engaged, and aligned.
That only works when they’re supported.
Too often, every manager ends up running their own playbook. Not because they want to, but because they’ve never been shown what “good” looks like. And even when you have playbooks, they don’t get translated into everyday actions and team rhythms.
Here’s where the cracks usually show up:
Hiring: Everyone’s looking for different things. Even with a profile in place, managers need support identifying what good sounds like in an interview.
Performance management: Breaking down a big quota into measurable KPIs isn’t intuitive. And very few new managers have been trained to do it.
Rep engagement: Some managers meet weekly. Some meet monthly. Some skip 1:1s entirely. Most spend time reviewing pipeline, not developing skills or coaching.
Pipeline hygiene: Definitions for deal stages vary across teams. That makes forecasts unreliable and coaching hard to scale.
Consistency is what turns momentum into real, scalable growth. And it starts at the manager level.
Give them the tools to:
Hire with confidence using a shared rubric
Set goals and track KPIs that actually drive performance
Run a standard meeting cadence that blends coaching, performance, and career conversations
Clean up pipeline processes so everyone’s speaking the same language
Even tenured managers benefit from this kind of clarity. One enterprise team we worked with had over 10 years of management experience and still walked away from this training saying, “I wish I’d had this years ago.”
2. Great Managers Build People, Not Just Pipelines
Most sales managers were promoted from rep roles. And as reps, their entire world revolved around winning. So when things get tough, what do they fall back on?
Closing the deal.
They hop on the call. They take over the demo. They second-voice the close. It’s not bad intentions, they’re just doing what worked for them. But when a manager becomes the deal hero, the team stops learning.
And that’s when reps leave.
They leave when they don’t feel developed
They leave when they’re not hitting quota
They leave when they don’t have a strong relationship with their manager
The revolving door hurts growth. Every open seat is lost pipeline. Every green rep takes months to ramp. Every exit chips away at morale.
What helps? Redefining the manager role and giving your leaders a new toolkit.
Help them shift from deal-doer to rep-developer
Give them interaction frameworks like COACHNso coaching doesn’t feel like guesswork
Recognize managers for building people, not just saving quarters
Because a manager who builds skill, confidence, and trust is someone who retains reps, not replaces them.
We all love to say coaching is the silver bullet. And it is. But only when it’s done well.
Real coaching moves the needle on performance, confidence, and retention. But too often, what we call “coaching” is just a pipeline review in disguise.
If you’ve ever listened in and heard:
The manager doing all the talking
A rep leaving with three disjointed to-dos
A session that feels more like a performance review than a development convo
Then chances are, your managers need support here.
The most common trap? The Mini-me. That’s the manager who coaches every rep to be a version of themselves. It works for the one or two reps with the same style. Everyone else gets frustrated, disengaged, or overlooked.
Good coaching is consistent, rep-centered, and rooted in skill development, not deal rescue.
That’s why we don’t treat coaching like a one-hour workshop. It’s now a six-hour, three-part course here at Factor 8. Because shifting behavior and building confidence takes time. And when it clicks, reps perform. They stay. And they grow.
If You’re Skipping Manager Development, You’re Skipping the Scale
Let’s be honest. The biggest miss isn’t the manager. It’s us.
We’ve skipped the basics. We assume managers will figure it out because we did. We prioritize tech over training. We fix people problems with process or platform investments.
But if you want more reps to hit quota, you don’t need a new tool (yet). You need stronger conversations first.
That comes from skilled, supported, confident managers.
Most reps today get a sliver of what they need in onboarding. Then they’re tossed five tools and a quota. They’re still learning the basics. And the person who owns the rest?
Their manager.
So let’s invest in them. Train them. Coach them. Give them a framework, a cadence, and a community. Make development part of the rhythm, not a one-time event.
Because your reps aren’t going to grow if your managers aren’t growing too.
Managers are the secret to scalable revenue growth. Let’s stop hoping they figure it out, and start helping them knock it out of the park.
Subscribe to our email list to receive new content, webinar invites, and training offers.
AI is transforming how sales and enablement leaders work, but not every tool is worth your time. The real win comes from using AI to cut through busywork, speed up planning, and empower your team to perform at their best.
Here are the AI tools, prompts, and use cases worth stealing (and what you should skip).
Practical AI Use Cases That Are Saving Leaders Time
The biggest takeaway from our panel? AI is already drastically changing the game for sales and enablement leaders, and not in a distant future way. It’s helping them cut hours of work, make better decisions, and focus on the human parts of their job that matter most.
Helen shared a genius way to scale call reviews. Instead of sifting through hundreds of recordings, she uploads batches of transcripts into ChatGPT to surface competitor mentions, objection patterns, and whether reps are locking in next steps. It’s like a virtual coach doing the analysis for you, so you can spend time actually coaching.
Prompt to steal: “Here are 20 discovery call transcripts. Create a table summarizing top objections, competitor mentions, and whether a next meeting was secured.”
Another smart move came from Rose, who built her own “clone” using Gemini. This persona enforces the company’s tone, writes in an active voice, and ensures content is clear and consistent across teams worldwide. The result is scalable sales training that actually sticks.
Prompt to steal: “You are a sales enablement expert. Write onboarding instructions in an active voice, using customer-centric language at an 8th-grade reading level.”
AI can also help sales managers think faster and coach smarter. By feeding pipeline data into ChatGPT, Casey uses it to surface coaching priorities, the same insights an experienced leader would draw out, but in minutes instead of hours (grab Casey’s free AI toolkit for 6 AI prompts sales leaders need).
Prompt to steal: “You are a frontline sales manager. Analyze this pipeline report and highlight three coaching priorities for my next one-on-one.”
Richard is taking a different angle by using AI to power better top-of-funnel strategies. He pairs Claude with Crystal Knows to understand buyer personality types, helping him craft outreach messages that feel personal, not spammy.
Prompt to steal: “Here’s my target persona and their LinkedIn profile. Write a personalized outreach message that matches their communication style.”
These aren’t hypotheticals. They’re working right now. The leaders using AI this way aren’t just saving time; they’re leading smarter.
AI isn’t here to replace coaching (or training), but our panel proved it can make coaching a whole lot more impactful. By letting AI handle the heavy lifting behind the scenes, leaders are freeing up more time to actually coach and connect with their teams.
One of the standout examples came from Helen, who built a custom Love Your Team bot to help leaders role-play tough performance conversations. Managers can pick a scenario (easy, medium, or hard), practice with the bot, and get scored on how they did. It’s a safe way to prepare for conversations most leaders dread.
Prompt to steal: “You are an underperforming rep. Role-play a tough performance conversation with me and grade my responses.”
Rose is embedding AI directly into enablement the right way: skills first, AI second. Her team uses NotebookLM to create an interactive, searchable knowledge base from training content. Reps can ask it questions, generate FAQs, and even turn the material into podcasts in multiple languages, making learning easier to access and retain.
Prompt to steal: “Based on this training content, create an FAQ for reps that focuses on what they need to do, not just what they need to know.”
GRW also came up as a powerful tool for role-play coaching, giving reps a safe environment to practice calls and get real-time feedback based on proven sales frameworks (like the Factor 8 COACHN Model).
Casey encourages leaders to train their GPT to think like them. By feeding it prompts that teach their leadership style and decision-making frameworks, managers create a digital “thinking partner” they can lean on for coaching plans and tough conversations.
Prompt to steal: “Here is how I coach and communicate with my team. Learn my style and use it to draft coaching plans for these three reps.”
AI works best when it reinforces fundamentals instead of replacing them. Richard uses it for pattern recognition in sales scenarios, helping reps see what makes deals successful before they automate a thing.
Prompt to steal: “Analyze these sales scenarios and identify patterns in what led to successful outcomes.”
The bottom line? AI makes coaching and training more scalable and personal, but it only works if you use it to strengthen (not sidestep) the human connection.
Table Stakes for Using AI Safely and Effectively
AI is only as good as the guardrails you set around it. The panel made it clear that using AI safely and effectively isn’t optional, it’s table stakes.
Privacy and data control came up first. Casey stressed that leaders must lock down privacy settings before letting teams run wild with new tools. Without clear guardrails, you risk exposing sensitive information.
Prompt writing was another critical theme. Richard shared that the best outputs come from clear inputs: provide context, be specific, and always state your desired outcome. “Bad prompts get bad results,” he said. That’s why he often uses Claude to refine his prompts before sending them to other AI tools.
Helen showed how simple prompts can turn messy CRM data into clean, actionable summaries. Instead of spending hours in spreadsheets, she asks ChatGPT to create a table showing seller progress against objectives, giving her an instant snapshot of where to focus.
Rose brought it back to basics: start with the customer, not the tool. AI is there to help you serve buyers better, not to replace thoughtful strategy. When teams lead with AI instead of empathy, they risk losing the human connection that closes deals.
The message from all four leaders? The tools will not save you unless you teach them who you are, control what they see, and use them to make your work and your relationships stronger.
One of the best parts of this session was hearing the little hacks leaders use to save time without cutting corners. These weren’t big, shiny tech demos; they were practical shortcuts anyone can use.
NotebookLM was a fan favorite for Rose, who uses it like an interactive playbook. Instead of digging through static training docs, her reps can ask it “how do I” questions and instantly get answers. It can even generate FAQs or spin training material into podcast episodes in multiple languages, making learning accessible and easy to consume.
Casey shared how she teaches leaders to train ChatGPT to think like them. By feeding it prompts that define their leadership style, tone, and decision-making process, they turn it into a virtual assistant that knows how they would respond. This saves managers countless hours on repetitive tasks like drafting coaching plans or preparing for one-on-ones.
Richard uses Claude to sharpen his prompts before sending them to other tools. He calls it a “prompt coach” because it helps him ask better questions, which leads to better outputs everywhere else.
Helen keeps her workflow lean by asking AI to summarize CRM and call data into quick performance snapshots. Instead of pulling endless reports, she gets an at-a-glance view of what’s working and what’s not so she can spend her time coaching, not crunching numbers.
Fathom was another fan-favorite for turning meeting recordings into clear, actionable summaries, so leaders and reps can skip manual note-taking and focus on next steps.
For me, Oliv is the standout AI tool for saving time. I raved about it during the webinar, sharing how it delivers all my pre-call research straight to my inbox. No digging, no scrambling, just everything I need ready to go before the call. Oliv’s AI agents handle the admin grind behind meetings, from updating CRM fields to building follow-ups and proposals. For leaders, it automates forecasting and pipeline reviews, keeping everything accurate without the manual chase.
These hacks may seem small, but together they save hours each week and keep leaders focused on what really moves the needle.
What AI Tools Are Worth It (And What to Skip)
When it comes to AI, there’s no shortage of shiny new tools, but only a handful are truly moving the needle for leaders. The panel didn’t hold back on sharing their favorites and the ones they’d leave behind.
For writing and content creation, Claude was a unanimous favorite. Both Richard and Rose rely on it for everything from drafting social content to formatting training materials. Richard even uses Claude to help craft better prompts, giving him cleaner outputs faster.
On the enablement side, Rose swears by her custom Gemini persona, the “Rose Clone,” to enforce tone and consistency in every piece of training content. She pairs it with NotebookLM to turn training materials into interactive, searchable resources that reps actually use.
For leaders coaching teams, Casey’s toolkit is full of must-haves. She loves using ChatGPT to analyze pipeline data, surface coaching priorities, and act as a sounding board for tough management decisions.
The session also spotlighted presentation tools worth bookmarking. Richard uses Napkin and Beautiful to quickly create clean, high-impact visuals, and pairs them with Canva for easy team collaboration. These tools make it faster to produce presentations that actually engage audiences without spending hours designing slides.
Not all tools got glowing reviews. Helen warned against relying on AI to write prospecting emails or LinkedIn outreach. Tools that blast generic messages do more harm than good. Her advice? Skip the automation here and pick up the phone. “Calling is back,” she reminded us. (We don’t think it ever went away 😉).
The panel also flagged a common mistake: blindly trusting AI outputs. Whether it’s using ChatGPT to summarize CRM data or leaning on any tool to draft content, accuracy isn’t guaranteed. Every AI output still needs a human eye before it goes out the door.
The takeaway? Tools like Claude, ChatGPT, Gemini, NotebookLM, and even quick-hit design tools like Napkin and Beautiful are worth the investment because they solve real problems. Tools that replace personal outreach or encourage copy-paste shortcuts? Skip them.
What’s Next for AI in Sales Enablement
The session wrapped up with a clear message: AI is here to stay, but how you use it determines whether it helps or hurts.
Helen reminded everyone not to let AI erode trust with customers or teams. Human connection still wins, and AI should support (not replace) that.
Richard sees the next wave already forming. AI agents acting like digital employees are coming fast, and they’ll change how leaders think about efficiency and staffing.
Casey urged leaders to focus on amplification. Use AI to make what you do best even better instead of trying to automate it all away.
And Rose left us with the simplest but most important reminder: no AI tool fixes bad fundamentals. Skills come first. Layer AI on top to scale and reinforce, not as a shortcut.
The future of sales and enablement isn’t human vs. machine. It’s human with machine, and leaders who embrace that balance are already pulling ahead.
When I asked the panel if AI would replace sellers, the chat blew up with a resounding “NO.” That moment sparked an important reminder from Casey about how we should approach AI:
“AI will only replace humans if we let it. Use it to make yourself better, not to take yourself out of the equation.”
The Best AI Sales & Enablement Tools
Here are the top AI tools from our panel and how they’re being used to save leaders time, improve coaching, and scale enablement:
Beautiful – Creates polished, high-impact presentations without needing a designer.
Canva – Makes it easy to design presentations and enablement content quickly with team collaboration.
ChatGPT – Analyzes call transcripts, summarizes CRM data, role-plays tough conversations, and acts as a manager’s thinking partner.
Claude – Used to draft content, refine prompts, and create cleaner outputs for training and social selling.
ConnectAndSell – Speeds up live calling efforts and list enrichment for sellers.
Crystal Knows – Helps tailor outreach messaging based on buyer personality profiles.
Fathom – Automatically summarizes calls and meetings into actionable notes.
Fireflies – Transcribes and summarizes meetings, saving time on manual note-taking.
Gamma – Builds presentation slides in minutes with AI-generated layouts and content.
Gemini – Powers custom personas like Rose’s “clone” for consistent content creation and translates training content across languages.
Gong – Analyzes call recordings to surface buyer sentiment, track deal risks, and give managers data-driven coaching insights.
GRW – Acts as a sales role-play simulator that provides real-time feedback based on proven coaching frameworks.
Kronologic– An AI-powered scheduling assistant that automatically books meetings by recognizing when a lead is ready and sending a calendar invite from the rep’s email.
Magi – Gives leaders access to multiple AI models like Claude and GPT in one interface, streamlining experimentation and prompt testing.
MidJourney – Generates high-quality visuals and creative assets for content and enablement.
Napkin – Quickly generates clean slide visuals and presentation graphics.
NotebookLM – Turns training materials into interactive playbooks, searchable FAQs, and even multilingual podcasts.
Oliv – Delivers pre-call cheat sheets with bios, company background, and personalized icebreakers to reps.
Perplexity – Acts as an AI-powered research assistant for quick, accurate information retrieval during content creation or planning.
RightBound – Uses natural language queries to create targeted prospect lists quickly, saving time on manual filtering.
Bonus: AI Tools Recommended by Attendees
Our audience came ready to share their own favorite tools. Here are a few worth exploring:
Adobe Firefly – Leveraged for generative design and creative content projects (shared by Jim).
Autobound – An AI-powered email writing tool that combines Claude and Gemini to craft smarter outbound messages (shared by Jason).
Calendly – Now includes AI-powered note-taking, recording, and meeting summaries to streamline follow-ups (shared by Viveka).
Copilot (Microsoft)– Used by several attendees to act as a virtual assistant, helping with meeting prep, drafting content, and automating repetitive tasks to boost productivity (shared by Jessica, Sandra, Angela, and Shawn).
Custom Personas for ChatGPT – A resource with 300 pre-built persona templates to customize ChatGPT for specific roles or scenarios (shared by Demont).
Otter – Helps transcribe meetings and create searchable notes; also praised for its robust subprocessors (shared by Demont).
n8n – Used for building automation workflows that connect multiple tools and processes seamlessly (shared by Jason).
ScreenApp – Captures and analyzes face-to-face meetings, providing outputs similar to Fathom for call insights (shared by Guy).
Vengreso FlyEngage – Designed to boost LinkedIn engagement through personalized messaging and workflows (shared by Viveka).
ZoomInfo – Used to create buying groups and surface intent signals to target prospects more effectively (shared by Glenn and Demont).
Subscribe to our email list to receive new content, webinar invites, and training offers.