AI is delivering on the long-awaited promise of targeted, 1:1 marketing at scale. Agents can build lists, customize content, and engage prospects in ways previous marketing automation could only dream of. This brief describes the current state of play for AI Marketing Agents. How can you deploy these within your own company, and what should you look out for? The authors outline the important considerations for using AI marketing within your business, and we evaluate current technology providers.

Vendors covered include:

– Copy.ai
– Velocity Engine
– Jasper
– Copysmith (Rytr)
– Writesonic
– Scalenut
– Pepper Content
– Writer
– Koala
– Jay

AI-based SDR Agents are here, and ready to work. This brief describes the current state of play for AI Agents playing an SDR role. We outline the important considerations for using AI SDRs within your business, and we evaluate current technology providers.

Vendors covered include:

– 1Mind
– 11x.ai
– AISDR.com
– Algomo
– Qualified.com
– Relevance.ai
– Rep.ai
– Reply.io
– Salesape.ai
– Salesforce
– Salesforge.ai
– Salesloft/Drift
– Salespeak.ai
– Regie.ai

AI will not replace enterprise sellers, but it is certainly changing the game. One area of immediate opportunity is AI Agents who function as sales engineers to support sales executives. In this brief, we explore the current capabilities of AI sales engineers, and the opportunities associated with deploying them. We also include an evaluation rubric for current vendors, and case studies to help pave the way.

Vendors covered include:

– Vivun
– 1Mind
– Docketai
– Storylane
– HeySam
– SiftHub

Increasingly, the most interesting information about deals in pipeline lies not in the CRM, but in other sources of data that can be directly accessed and analyzed via AI: product usage data, call data, email data, etc. Forward-looking rev ops teams are using tools to harvest these insights and incorporate them into an AI-informed forecast. Additionally, these teams use AI to highlight risks and opportunities that would benefit from intervention. The whole space is called AI Pipeline management, and this brief dives into considerations, risks, opportunities and vendors.

Vendors covered include:

– Gong
– Zoominfo
– Salesloft
– Momentum
– 6sense
– Demandbase
– Apollo.io
– Outfunnel
– Pocus
– MadKudu
– Falkon AI
– Aviso
– People.ai
– Clari

Marketing, sales, and customer success methodologies such as BANT, MEDDPICC, or SPICED provide frameworks for more focused and efficient customer interactions. SPICED allows you to communicate the pains and impact uncovered during sales with customer success to ensure nothing falls through the cracks during handoffs. Currently, teams are trained on and sometimes take notes on the methodology they use and may or may not share those notes with other sellers or with CS. Methodology Agents keep track of your methodology for you and communicate needs across the org so you don’t have to.

Vendors covered include:

– Avoma
– Gong
– Zoominfo
– Jiminny
– Nyota
– Claap
– Otter
– Attention
– Demodesk
– Dialpad
– Weflow
– Salesroom
– Wonderway
– Salesforce
– Winn.ai
– Kickscale
– Sybill
– Fathom

One of the biggest challenges for customer success managers (CSMs) is the “hours in the day” problem. How can they possibly cover this many people at this many accounts with this many unique situations, pains, and impacts? Enter the AI CSM. AI Agents have been tailored to automate large portions of the CSM job, such that each customer gets a tailored CS experience. This report outlines the categories of AI Agents in CS, strengths and weaknesses, and the technology vendors currently offering solutions here.

Vendors covered include:

– Aficio
– ChurnZero
– Cust
– DIVACS
– FunnelStory
– Gainsight PX
– OnRamp
– Radiant Point (Sky)
– Sunrise AI
– Totango
– Upollo
– UserGuiding

Revenue growth planning has historically been an annual exercise, performed in spreadsheets. 
The complexities of pipeline management and recurring revenue dynamics have necessitated tools that can model out compound growth models in a more predictive way.
A handful of vendors have come to the fore, offering advanced planning and visualization tools for growth planning specifically in recurring revenue businesses.

Vendors covered include:

– Una Software
– Vasco
– Passetto
– scaleMatters
– TigerEye

Training, coaching, and role-playing will never be the same, now that AI-based coaches have arrived.
This brief describes the current state of play for AI Training & Coaching. 
How can you deploy within your own company, and what should you look out for?
The authors outline the important considerations for using AI coaching within your business,
and we evaluate current technology providers.

Vendors covered include:

– Avarra
– Brevity
– Claap
– Coachable AI
– Demodesk
– Dextego
– Hyperbound
– Luster
– Quantified
– Replicate Labs
– Saleshood
– SalesMagic
– SecondBody
– Second Nature
– Winn.ai