Module · Forecasts built on data nobody maintains

The AI-in-Sales Check

AI can score every lead, forecast the quarter and write the follow-up email, and all of it rests on a CRM your reps update grudgingly at month-end. Garbage in does not become insight because a model touched it. This module checks the five things that decide whether AI helps your sales team sell or just automates the fiction: CRM data hygiene, forecasts people actually trust, outreach that does not sound machine-made, a pipeline that reflects reality, and coaching drawn from what really happened on the call.

Question 1 of 5 · CRM data is maintained

Is the CRM data your AI relies on actually kept current?

Lead scores, forecasts and next-best-actions are only as good as the fields they read, and reps famously update the CRM last and least. If the data is stale, contradictory or invented at quarter-end, the AI is doing precise arithmetic on fiction.

Question 2 of 5 · Forecasts are trusted

Do your people trust the AI forecast enough to act on it, and override it when needed?

A forecast is only useful if it is believed and correctable. A model reps quietly ignore is theatre; a model they follow blindly past their own judgement is worse. The healthy state is a forecast trusted enough to use and structured so a human can override it with a reason on the record.

Question 3 of 5 · Outreach sounds human

Does AI-written outreach sound like your team, or like every other AI?

Buyers now recognise the generic AI email on sight, and it trains them to delete on sight. Volume of personalised-looking messages is not the win; the win is outreach a prospect would actually reply to. Unreviewed AI at scale can burn a contact list faster than silence would.

Question 4 of 5 · Pipeline reflects reality

Does your AI-assisted pipeline show real deals, or hopeful ones?

AI that scores and advances deals can inflate a pipeline as easily as clarify it, especially when the underlying stage data is aspirational. A pipeline padded with deals that will never close misleads the forecast, the hiring plan and the board, all at once.

Question 5 of 5 · Coaching uses real data

Does AI coaching draw on what actually happened, or on vanity metrics?

AI can transcribe calls, spot patterns and coach reps at a scale no sales manager could. But coaching built on activity counts and cherry-picked wins reinforces the wrong behaviour. Coaching grounded in real call outcomes is where AI genuinely lifts a team; anything less is a dashboard pretending to develop people.

For the statistics · one click each

Three questions for the public picture

These do not affect your score. They feed the anonymised, aggregated statistics; groups under 8 respondents are never shown.

How would you rate the data quality in your CRM?

Clean and current

Workable, some gaps

Patchy and stale

Not to be trusted

We do not know

How much does your team trust the AI-assisted forecast?

Enough to act on it

As one input among several

Treated with suspicion

Quietly ignored

No AI forecast yet

How is AI-written outreach handled before it goes out?

Reps review and edit it

Light touch-up

Sent largely as generated

We do not use AI outreach

Too early to tell

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