Leveraging AI
185 | Boost Sales With an AI Agent That Researches, Reports & Preps Sales Calls with Ashleigh Stearn
Apr 29, 2025
Ashleigh Stearn, a Relevance AI-certified expert and founder of an AI mentorship community, shares her insights on harnessing AI to transform sales processes. She discusses how AI agents can streamline research and preparation for sales calls, simplifying workflows for teams without technical expertise. Ashleigh reveals the intricacies of building a functioning AI-powered agent, including data gathering and integration with tools like Relevance AI. Expect enlightening moments on automating sales tasks and adapting AI to enhance efficiency and effectiveness in business.
42:17
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Quick takeaways
- AI agents can enhance workforce efficiency in sales by automating tasks like CRM updates and prospect research, making complex workflows simple.
- The importance of prompt engineering and an iterative approach allows businesses to develop AI agents that improve productivity and reduce monotonous work.
Deep dives
The Rise of AI Agents in Business
2025 is highlighted as the pivotal year for AI agents, as businesses increasingly recognize their potential to enhance workforce efficiency. Despite the growing demand for these agents, many business professionals remain unfamiliar with their functionalities or how to create them. The need for education on building AI agents, including necessary tools and steps, is emphasized to ensure companies can effectively utilize this technology. This understanding is crucial for integrating AI agents into sales teams, enabling tasks like research and CRM updates.
