Sharebird
Sign Up / Sign In

How are you leveraging AI for coaching, forecasting, and call reviews while maintaining data privacy and rep trust?

Answer
2 Answers
Sales Leadership
  1. Katie Walsh
    Katie Walsh

    HubSpot Director of Sales • 4mo

    I think about AI in sales leadership as an accelerant and the foundation has to be trust. We use AI to help reps and managers see patterns faster, coach more consistently, and reduce busywork, not to micromanage or “catch” people doing something wrong. Being clear about intent upfront is critical to earning adoption. I’m thoughtful about where AI is applied. For call reviews, AI helps surface themes, talk ratios, missed questions, competitive mentions, so managers can focus their time on coachin ...Read More

    412 Views
  2. Sarah Mercedes (Osborne)
    Sarah Mercedes (Osborne)

    HubSpot Director of Sales • 5mo

    There are countless ways to leverage AI for coaching, forecasting and call reviews and a lot of it comes down to the AI maturity of the individual and the company in terms of how well and how consistently it's leveraged for these types of activities. The way to maintain data privacy and rep trust through these efforts, in my opinion, is to use public data to feed your AI models (logged emails, recorded calls, rep KPIs i.e. win rates, similar deals in CRM, etc.). That way it's not an invasion of ...Read More

    496 Views

Related Ask Me Anything Sessions

Katie Harkins

Glide VP of Sales, Katie Harkins on Sales Leadership

June 3 @ 10:00AM PT

View Answers
Katie Walsh

HubSpot Director of Sales, Katie Walsh on Sales Leadership

January 27 @ 10:00AM PT

View Answers
Sarah Mercedes (Osborne)

HubSpot Director of Sales, Sarah Mercedes (Osborne) on Sales Leadership

December 17 @ 10:00AM PT

View Answers
See All Upcoming AMA's

Top Sales Mentors