Podcast Episode 17: Sales AI 101: Five Essential Plays for B2B Teams 

From lead profiling and AI-powered call recaps to proposal creation, email drafting, and deal analysis inside CRMs, Steve shares practical ways to accelerate pipelines, reduce workload, and close more deals. If your team hasn’t yet embraced these AI basics, this episode is your blueprint for getting started.

Episode Takeaways:

• AI can transform lead profiling into a competitive advantage. Tools like Humanic AI help you quickly understand a buyer’s decision-making style and preferences, so you can tailor your approach and build trust faster. 
• Automated call recaps save time and accelerate deals. AI note-taking tools not only reduce the manual effort of writing summaries but also surface insights you might miss, enabling stronger follow-ups and higher deal velocity. 
• Proposal and email creation no longer need to start from scratch. By feeding AI with discovery insights and prompts, sales teams can draft personalized proposals and communications at speed, freeing up time to focus on strategy and client engagement. 
• AI-driven deal analysis provides foresight, not just forecasts. Modern CRMs with AI engines flag at-risk deals, reveal win-loss trends, and deliver engagement insights—helping sales leaders react faster and keep pipelines healthy. 

If you found this valuable, make sure to subscribe to Driving Growth wherever you get your podcasts for more strategies on building a scalable revenue engine. New episodes are available on the first and third Wednesday of each month.

• Apple Podcasts: https://podcasts.apple.com/podcast/id1798562608 
• Spotify: https://open.spotify.com/show/7oPqQgSxiCjI9hlopITT1x?si=cbbd8ed459c248eb 

Follow Roadmap on social media for more great content!

• LinkedIn: linkedin.com/company/weareroadmap/
• Instagram: instagram.com/weareroadmap/
• Facebook: facebook.com/weareroadmap
• YouTube: youtube.com/@roadmapagency