How to Choose the Right AI Sales Copilot for Your Business?

According to Salesforce's 2024 report, 70% of sales reps now spend more time on non-selling tasks.

The rest?

• juggling through CRM entries
• writing emails
• updating forecasts

This operational challenge not only kills productivity. It directly impacts lead goals, sales opportunities, and team confidence.

That’s where AI helps. AI sales copilots are growing as a real solution. They help:

• figure out which leads to focus on
• find potential customers
• write better emails

Take Salesforce’s own case study.

One global sales team reduced manual data entry by 40% after implementing an AI-powered assistant, giving reps more time to focus on relationship-building.

Spekit used ZoomInfo’s tools to make their sales process 20% more efficient, which helped them close deals faster and earn more revenue.

All this highlights that the AI tools aren’t replacing reps, but they are making them more effective.

Now, the real challenge for any sales team is to dig through the wide range of AI sales Copilot that fits the need to make the sales process quick, easy, and efficient.

This blog highlights how to evaluate and choose the right AI Sales Copilot that could boost your business productivity. 

A Comparison Criteria for Choosing an AI Sales Copilot

Choosing an AI Copilot for sales teams is different from selecting a tool for personal use. You must consider whether the tool is affordable, safe, and meets your business needs.

Let’s look at the considerations below.

1. Features: What do you need it to do?

Every AI Copilot differs in functionalities and capabilities. Some are designed to write content, others for coding or handling IT tasks. So, think about your team's daily work and how an AI can actually help with it.

2. Easy Integration: See if it works with your existing tools.

The Copilot you choose must easily connect with the existing tools or systems you’re using. For example, Microsoft Copilot comes ready to work with Teams or Excel. Others might need custom setups or integrations. 

So, make your choice wisely.

3. Customization: Can you customize the content?

Every business is different. Your Copilot should let you add your own data or tweak its functionality. Look for tools that allow customization, like building your own assistant or training it on your content.

4. Security: Is your data safe?

These tools handle a lot of information, so security matters. Make sure the Copilot uses encryption, lets you control who sees what, and keeps a check to find errors or any bias.

5. Usability: Is it easy to use?

If the tool is too complicated, your team might not use it. A simple, easy-to-learn Copilot is easy to adapt quickly and helps your team see real results sooner.

How AI Copilots Help Sales Enablement Teams?

Sales teams have many responsibilities, such as finding leads, following up, and keeping up with training. A well-optimized sales tech stack powered by AI copilots can reduce the workload. They help handle repetitive tasks, offer timely support, and help sales teams grow their skills.

1. Smart Lead Targeting

AI copilots for sales easily assess huge data volumes to find leads with high conversion rates. This helps sales reps focus on the potential customers.

For example, Regie.ai uses AI to build sales messages and find strong prospects faster.

2. Personalized Sales Training

AI tools can look at how each sales rep is doing and suggest training based on their needs.

Mindtickle's AI tools help teams quickly create training that matches each rep's skill level, helping them improve faster.

3. Real-Time Help During Sales Calls

AI copilots can give quick answers and suggest the right content while sales reps talk to customers.

Microsoft's sales agent in 365 Copilot supports reps with instant info to help them close deals.

4. Handling Tasks on Its Own

Some AI agents can now book meetings, send follow-ups, and update CRMs automatically.

Alta's AI tools can perform all these tasks, save time for teams, and help them stay organized.

5. Better Customer Conversations

AI copilots can assess customer data and help reps have more personalized and meaningful conversations. It helps better meet each customer's needs.

Top AI Copilots for Sales to Choose for Your Business

More and more sales teams and businesses have started counting on AI Copilots, and a few stand out. Each tool is built to perform varying tasks and meet diverse company requirements.

The top options that stack up in the list are below. 

1. Knolli

• Strengths: AI Copilot focused on content usage, buyer engagement insights, and training support.
• Best For: Sales enablement leaders and onboarding teams.
• Sales Relevance: Helps reps deliver the right content at the right stage in the funnel.

2. Microsoft 365 Copilot

• Strengths: Deeply embeds across Teams, Excel, Outlook, and Word. Ideal for summarizing meetings, creating personalized emails, and producing reports from CRM data.
• Best For: Large enterprises already using the Microsoft ecosystem.
• Sales Relevance: Great for syncing seller workflows across documents, meetings, and CRM updates.

3. Salesforce Einstein Copilot

• Strengths: AI-native within the CRM. Offers predictive deal insights, lead scoring, and next-best-action suggestions.
• Best For: Mid-to-large sales teams looking for CRM-first automation.
• Sales Relevance: End-to-end pipeline visibility and automation from lead to close.

4. Gong.io 

• Strengths: Real-time conversation intelligence, deal health insights, and provide coaching suggestions.
• Sales Fit: Uses NLP to assess calls, emails, and pipeline dynamics.
• Ideal For: Sales managers, enablement leaders, and RevOps teams.

5. Clari AI

• Strengths: Forecast accuracy, revenue intelligence, and risk identification across deal stages using AI.
• Sales Fit: Delivers visibility into deal velocity, coverage, and execution gaps.
• Ideal For: CROs, sales operations, and enterprise forecasting teams.

6. Oracle AI Sales Agent

• Strengths: Enterprise-scale automation with prebuilt AI agents for sales tasks especially effective in handling structured ERP/CRM processes.
• Best For: Large organizations in regulated or process-heavy industries.
• Sales Relevance: Excels in reducing repetitive CRM entries and optimizing sales admin workflows.

See more: AI Sales Copilots for Small Businesses to Boost Sales & ROI

Real-World Case Studies of AI Sales Copilots

Let’s see who’s been adopting AI Copilots and what users are really experiencing using Copilots for sales..

1. Microsoft's AI Making Sales Work Easier

Microsoft rolled out AI agents that can talk to clients, answer questions, and find new leads. These Copilots can handle everyday tasks so sales teams can focus on more important work. 

Companies like McKinsey and retailers like Pets at Home are already using them for customer service and support.

2. Alta's AI Helps With Repetitive Sales Tasks

Alta is an AI startup that built a group of AI agents to help with sales. Each agent has a role like "Katie" for prospecting and "Luna" for managing revenue tasks.

These AI tools handle things like outreach, research, and scheduling.

In addition, they work well with tools like Salesforce and HubSpot and save time and effort. 

User Experiences on Reddit With AI Sales Copilots

Below are real user experiences shared on Reddit:

• A user shared, "I've been using it since launch. It's good for summarizing team meetings and creating action items."

• Another user asked, "Are AI sales tools like Microsoft Copilot helpful for work, or could they be a security risk?"

These experiences show that AI copilots are helpful, but the end results vary depending on how they are utilized.

Conclusion

Finding the right AI copilot for sales is a big challenge. But it comes down to one thing: finding a tool that actually helps your team sell better.

Don't look for fancy features or go with popular picks. Assess your sales needs appropriately and make the choice accordingly.

An ideal AI sales copilot can help with:

• Accurate forecasting
• Detailed insights
• Reduced workload
• Real-time support

They can, but will they? Sign up for Knolli to see how it fits your sales workflow, feeling like a real teammate, not just another tool.