AI GTM Intelligence Agents

This research brief dives into the emerging category of GTM intelligence agents—AI systems that listen to every customer conversation, structure insights using a shared framework, and make that intelligence usable across Sales, Marketing, and Customer Success. Anchored in SPICED as an operating model, the brief shows how AI can eliminate information loss during handoffs, improve deal outcomes, and extend visibility from acquisition through retention and expansion. It also explores vendor categories, implementation considerations, and why a process-first approach is critical for scaling AI responsibly across the bowtie.

Best For

• CEOs and founders seeking greater visibility and control across the full customer journey

• CROs and revenue leaders improving conversion, retention, and expansion through better intelligence

• RevOps and GTM operations leaders standardizing customer data and handoffs

• Sales and Customer Success leaders reducing information loss and improving execution quality

• B2B SaaS companies operating beyond $10M ARR where retention and expansion drive growth

• Organizations evaluating conversational intelligence beyond call recording

Key Takeaways

• Customer conversations are the most valuable dataset in a GTM organization.

• Unstructured conversation data causes information loss at every handoff.

• AI agents can structure conversations using SPICED to preserve context.

• Process-first implementation prevents AI from amplifying GTM chaos.

• GTM intelligence enables better decisions across acquisition, retention, and expansion.

• Teams without GTM intelligence agents operate at a growing competitive disadvantage.

Vendors Covered

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