Preparation takes too much time
Before meetings, information from the CRM, email, notes and past activities has to be pulled together by hand.
AI for Sales
AI that prepares sales teams better
Sales needs time for customers, not for research, follow-up admin and data entry. Aviando helps you find AI use cases across the sales process, test them sensibly and implement them so your team is prepared faster and follows up more consistently.
Impact over time More time for customers, less manual work
ROI
Time for conversations Manual rework Illustrative depiction
Overview
Sales does not need an AI show. Sales needs relief.
Many sales teams lose time every day on tasks that matter but rarely create the most value: pulling together account information, transferring notes, writing follow-ups, scoring leads and maintaining CRM fields.
This is exactly where AI can help. Not by replacing relationships, but by improving preparation, structure and follow-up work. When recurring work falls away, there is more time for conversations and for genuinely developing opportunities.
Starting points
Typical starting points
Follow-ups get left undone
Tasks, summaries and next steps come up after meetings. If they are not captured right away, the process loses momentum.
Leads are scored inconsistently
Without clear criteria, teams often decide on gut feeling or by who is available.
CRM upkeep becomes a burden
Data quality matters, but the effort of maintaining it quickly turns into an adoption problem.
Forecasts stay uncertain
If opportunities are not updated cleanly, management lacks a reliable basis to work from.
Our approach
How we work
Authentic, honest, on an equal footing and always aligned with how your sales team actually works.
-
Understand the sales process
We start with how your sales team really works: how leads come in, how accounts are prepared and where follow-up work piles up.
-
Prioritise use cases
We assess ideas by time saved, data availability, process relevance, risk and acceptance within the team.
-
Choose the right tool
Agentforce, a custom AI agent or a platform solution. We pick what fits your setup, not what sells the most licences.
-
Review CRM data
AI only becomes helpful when the context is right. We look at data quality, structure and integrations.
-
Enable teams
Your team understands when AI helps, how to check its results and where human judgement remains decisive.
In practice
What AI in sales actually looks like
Not abstract technology, but visible support right where your team works every day.
A briefing before the conversation
Instead of pulling information together from the CRM, emails and notes, your team gets a compact briefing: the account, open opportunities, recent activities and contacts at a glance.
- Account and opportunity context condensed
- Recent activities and open points
- Right inside the Salesforce layout
Agents for this step
Visit Capture Agent
Turns a voice note after the meeting into a complete visit report in Salesforce.
Ticketforce
Brings an AI development team into your org: from requirement to finished feature.
Follow-ups that do not get left undone
After the meeting, AI suggests email drafts, next steps and tasks. Your team reviews, adjusts and sends. Consistently, rather than eventually.
- Email draft from the conversation context
- Next steps as tasks
- One click to send
Pipeline signals for steering the business
AI surfaces patterns: opportunities with no next activity, stalling deals or accounts with high potential. Leaders get a more reliable basis to act on.
- Spot deals with no next action
- Flag stalling opportunities
- Highlight high-potential accounts
Use cases
Typical use cases
Focus on conversation prep: AI summarises account information, open opportunities and relevant notes so teams start better prepared.
Account summaries
Information from the CRM, website, emails and documents is condensed so teams get an overview faster.
Follow-up drafts
After meetings, AI prepares email drafts, next steps and tasks. That makes follow-up more consistent.
Opportunity hygiene
Incomplete fields, outdated next steps or missing activities are detected and queued up for maintenance.
Proposal support
Requirements, past proposals and CRM data are turned into structured proposal building blocks.
Pipeline cues
AI surfaces patterns: opportunities with no next activity, stalling deals or accounts with potential.
Conversation prep
Contacts, history and open points in one briefing, ready just before the meeting.
Delivery
Possible delivery routes
We choose the route that fits your setup, not the one that sells the most licences.
-
Agentforce within the Salesforce context
If your sales team works heavily in Salesforce, Agentforce supports tasks right inside the CRM: preparation, summaries, follow-ups and cues for next actions.
-
Custom AI agents
If sales information is spread across several systems, a custom agent connects the CRM, documents, email and databases into one usable workflow.
-
AI platforms for sales teams
If teams need to learn safe use first, an AI platform with reusable prompts and workflows for typical sales tasks helps.
-
Classic automation
Not every improvement needs generative AI. Reminders, required fields and routing often remove a lot of friction on their own.
Impact
What this improves
AI in sales replaces neither a relationship nor a good conversation. It improves preparation, follow-up and focus.
- Sales teams find relevant information faster.
- Follow-ups become more consistent.
- CRM data becomes more complete.
- Leaders get better pipeline signals.
- Customers experience more structured support.
The result is not an artificial sales process, but a sales day-to-day with less friction.
Services
Our services
Sales AI Use Case Workshop
We identify concrete use cases and assess them by value, effort, data needs and feasibility.
CRM and data check
We check whether Salesforce provides enough context for AI to support meaningfully.
Agentforce pilot
If Salesforce is the right context, we build a clearly scoped Agentforce use case.
Custom sales agent
If several systems are involved, we build a custom agent for preparation and follow-ups.
Prompting and sales enablement
We train teams on real tasks from their sales day-to-day. The goal is confident routines.
Automation and integration
We connect sales processes, CRM data and workflows so AI does not work in isolation.
Optimisation after go-live
After the pilot we look at usage, feedback and impact. The next expansion stages grow from there.
Related
More relevant content
AI Strategy
Still unsure which sales use cases really pay off? A structured prioritisation helps.
Clarify strategyAI Adoption & Enablement
Want your team to use AI confidently? It takes training, examples and clear guardrails.
Plan enablementCustom AI Agents
Sales data in several systems? A custom agent can be the right way to go.
See custom agentsSalesforce Agentforce & AI
If Salesforce is the central place to work, we review concrete Agentforce use cases.
Review AgentforceSalesforce Implementation
If CRM processes are not yet clean, we improve the foundation first.
Build the CRM foundationAI for Marketing
Many sales use cases are closely tied to campaigns and lead nurturing.
See marketing use cases Intro call
Want to know where AI can genuinely take the load off your sales team?
Chris Uhrig, co-founder and technical lead at Aviando, looks at your sales process, your CRM setup and possible AI use cases together with you. You work out where a quick pilot makes sense and how your team benefits from it day to day.
Chris Uhrig
CTO & Co-Founder