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Sales teams are using AI in their work.
And that’s for a good reason. It helps them:
Automate tasks
Understand their sales process
Find new leads, score and prioritize leads, and write better cold emails
Figure out the next steps to move deals forward
Such benefits are the key to driving the widespread adoption of AI sales copilots among sales teams.
Companies like IBM and Snowflake use Gong and Salesforce Einstein Copilot to assess sales data, optimize deal-closing strategies, and boost customer interactions.
Ma’aden, for example, uses Microsoft 365 Copilot to boost productivity and saves 2,200 hours monthly. Tasks like email drafting, document creation, and data analysis are now faster, helping Ma’aden reach its growth goals. Such numbers target the need for companies, small or big enterprises, to consider AI Sales copilots not a choice but a must-have.
A Gong Labs study found that 45% of reps miss critical tasks each week. Using Gong Engage, win rates improved by 50%, as reps could automate tasks like meeting confirmations and follow-ups and quicken deal closing cycles.
Take a look at the Reddit threat below that reflects this shift.
Users share how AI in sales is helping businesses improve lead generation, simplify outreach, reduce repetitive tasks, and boost conversions.
However, small businesses and large enterprises vary in goals and needs. While small businesses focus on easy usability, affordability, and quick setup, large enterprises need tools that can handle more complexity, offer scalability, and provide better security.
This article explores the best AI sales copilots for small businesses and enterprises, comparing their features, pros and cons, and pricing. Keep reading to find the perfect AI sales copilot for your needs.
Why AI is Important for Sales ROI: A 2025 Perspective
The future of AI in sales seems promising, with quick advancements changing how sales processes are executed.
There are plentiful AI sales copilots in the market to assist small businesses. But a one-size-fits-all approach won’t help level up your sales efforts. You must assess the features and functionalities to make the ideal Copilot choice. The detailed insights below will help you do that.
Best for: Sales teams looking for increased lead engagement and conversions
How Does Knolli Help You?
Knolli AI Copilot for Sales simplifies and automates workflows, helping sales teams focus on closing more deals. It saves time, boosts conversions, and improves overall team efficiency.
Key Features of Knolli Copilot:
Smart Lead Qualification: This feature automatically scores leads based on set criteria to help sales reps focus on the best opportunities.
Customizable AI Copilots: Adjust tone, style, and responses to match the sales process and brand voice.
Real-time Document Access: Get quick access to important data like pricing, FAQs, and past conversations to keep reps updated.
Centralized Resource Hub: Store everything like playbooks and pricing sheets in one easy-to-access location.
Personalized Messaging: Generate tailored messages and follow-ups based on a prospect's actions to increase engagement.
Best for: Sales teams looking for AI features that simplify sales processes and drive revenue
How Does Clari Help You?
Clari AI Copilot analyzes conversations and activities, automates tasks like note-taking and record-keeping, and provides accurate revenue predictions. It boosts productivity, connects with qualified leads, and increases revenue.
Key Features of Clari
Sales Automation: This feature helps automate repetitive tasks, saves time for more deal closures, and generates meeting summaries quickly.
Revenue Generation: It helps gather accurate revenue forecasts, eliminating guesswork and spreadsheet hassles.
Sales Analytics and Insights: Sales teams can track deal activities and visualize the pipeline to optimize sales strategies.
RevAI Capabilities: This feature uses deal insights to guide revenue forecasting and automates follow-ups.
Best for: AI-Powered email outreach platform for B2B sales teams.
How Does Apollo.io Help You?
Apollo.io is an AI sales platform that helps sales teams and reps identify and reach prospects and convert them into successful clients. Its Copilot feature also helps craft follow-up emails that align with the tone of previous interactions.
Key Features of Apollo.io
Scores and signal: This feature helps sales teams use custom criteria, demographics, and behavioral data for outreach.
Contact and account search: Contact and account help find valuable leads at the right time using 65+ filters, such as job title, location, industry, and more, and using signals such as job changes, etc.
Sales engagement: This feature lets you build sequences or use prebuilt templates for calls, emails, and more to optimize engagement strategies.
The organization plan is available for $99 per month
AI Sales Copilots for Enterprises
Now, as you explored the sales copilot options for small businesses, these won’t work the same for large enterprises. The sales objectives of large enterprises differ from those of SMBs. Below are AI sales copilots tailored to help meet the unique goals of larger sales teams.
Best for: Sales reps looking to automate tasks and collect the next actionable steps for optimized sales strategies.
How Does Salesforce Einstein Help You?
Einstein AI Copilot is designed for leading enterprises to forecast sales trends, automatically prioritize lead rankings, and recommend the next steps for more deal closures. It combines natural language processing and machine learning algorithms to manage Salesforce’s CRM efficiently.
Worthy enough and saves time, right?
Key Features of Salesforce Einstein
Conversation insights: This feature helps identify market trends, key mentions, and trends, as well as recommend actions in sales calls to let managers access data and sort insights for coaching.
Einstein lead scoring: It helps assess previous sales data and find lead characteristics based on successful conversions.
Automates data entry: This feature automatically updates CRM records with information gathered from emails, calls, and meetings.
Einstein forecasting: It provides insights into lead opportunities and successful conversions to forecast accurate sales results.
Best for: Sales teams to assess prospect interactions and use AI insights to improve sales performance
How Does Gong.io Help You?
Gong.io is an AI-backed platform for recording and evaluating sales calls and taking meeting notes to provide enterprises with in-depth details. It uses the data gathered from customer conversations to identify deal risks or best practices for closing deals.
Key Features of Gong.io
Gong Engage: Simply ask, and AI will provide answers about your revenue performance accounts.
Data Engine: Boost visibility by integrating your sales tech stack and collecting detailed data from all platforms.
Gong Intelligence: Deliver trustworthy insights based on customer interactions to help guide your decisions.
Forecasting: Track buyer actions and get AI-driven insights to manage your pipeline.
Best for: B2B companies looking for a revenue orchestration platform
How Does Salesloft Help You?
Salesloft is a sales platform designed to address the challenges faced by sales professionals, SDRs, and leaders throughout the sales cycle. It helps teams automate workflows and manage prospect interactions, while its easy-to-use interface and seamless integrations reduce the burden of manual tasks.
Key Features of Salesloft
AI-driven measures: This feature automates outreach with emails and calls tailored to prospect engagement timing and behavior.
AI-enhanced conversations: It helps record and transcribe sales calls, highlighting vital information.
AI-powered deal tracking: Assess data to monitor deal progress and identify the most promising opportunities.
AI-backed forecasting: The feature allows using previous sales data and latest revenue generating trends to forecast accurate sales.
Factors to Consider for Choosing the Right AI Sales Copilot
Choosing the right AI Copilot for your sales needs, regardless of whether you are a small business or enterprise, requires a strategic approach. The considerations below will help you make informed choices.
1. Identify Pain Points
Assess goals: Find key challenges to be solved, including customer service, operations, and sales outreach.
Define use cases: List the tasks you want AI to help with, such as prospecting, automation, etc.
2. Find Ideal Tools
Explore choices: Look for AI tools that fit your needs using reviews, blogs, and comparison sites.
Consider features: Compare each tool's features to ensure they match the sales objectives.
3. Assess Usability
User interface: Choose an easy-to-use AI tool so sales teams can quicken up operations.
Learning curve: Ensure the tools offer good customer support or learning aid.
4. Consider Budget
Check pricing: Check each tool's pricing choices like one-time fee, subscription, and pay-per-use.
ROI: See how the Copilot can boost efficiency and productivity.
5. Read reviews and testimonials
Use reviews: Read customer testimonials or reviews to see impact on different companies' sales and ROI.
Level Up Your Sales Efforts With The Right AI Sales Copilot
There are multiple options for AI sales tools, varying for small businesses and enterprises. You can choose one of these options to address specific pain points or boost overall sales performance.
But always consider these things before making a decision:
Which AI tool helps meet your business’s sales goals?
Which sales tool enables integration?
Which tasks can AI sales copilot automate?
Why do your sales reps need AI help?
The aim should be to carefully choose an AI tool that pushes your sales reps to meet their goals efficiently.
So, sign up with Knolli today and see how this small tech stack can best support sales strategies.
FAQs About AI Sales Copilot for Small Businesses and Enterprises
1. How do AI Copilots assist small businesses in Lead Generation and Prospecting?
AI sales copilot helps identify potential leads, automate lead generation and prospecting, customize outreach, and save time for sales teams.
2. Does using AI in Sales cause data privacy issues?
Yes, AI tools can cause privacy concerns, but most platforms follow strict data protection rules and use security measures to protect customer data. It’s essential to choose AI solutions that comply with regulations.
3. What are the common use cases of AI sales copilot in enterprises?
Enterprise uses AI Sales Copilots for sales predictions, outreach, lead scoring, and efficient pipeline management. It assesses customer interactions to optimize sales strategies and improve sales team performance.
