Module · Whether AI helps your sellers or writes fiction

The Sales Team AI Check

AI can draft the follow-up, summarise the call, and score the deal, which either sharpens your sellers or quietly corrupts the one asset the whole company forecasts against: the CRM. A confident AI note that nobody checked becomes a fact the pipeline is built on. This module checks the five habits that keep AI a help rather than a hazard: CRM entry discipline, verification of AI notes, personalisation that is not spam, transparent forecast overrides, and coaching drawn from what the calls actually reveal.

Question 1 of 5 · CRM stays clean

Does AI keep your CRM cleaner, or is it filling it with plausible noise?

AI can auto-populate fields and log activities at scale, which is a gift if the entries are right and a disaster if they are confident guesses. The CRM is what everyone forecasts against, so a field filled by an unchecked model is a decision built on fiction. Discipline means AI drafts, a human confirms.

Question 2 of 5 · AI notes get verified

Do your reps check AI call summaries before they become the record?

An AI notetaker can mishear a maybe as a yes, invent a commitment, or miss the objection that killed the deal. Once that summary is saved, it is what the next rep, the manager, and the forecast believe. Verification means the human on the call corrects the summary before it becomes truth.

Question 3 of 5 · Outreach is personal

Is your AI-assisted outreach genuinely personalised, or scaled spam?

AI makes it trivial to send a thousand messages that each claim to have read the prospect's profile. Prospects recognise the pattern instantly, and it burns the brand and the domain both. Real personalisation earns a reply; volume that only looks personalised trains everyone to ignore you.

Question 4 of 5 · Forecast overrides show

When someone overrides an AI deal score, is that visible and explained?

AI deal scoring is only useful if the humans and the model stay honest with each other. A rep who quietly overrides every low score to protect commission, or a manager who ignores the model entirely, hides signal the forecast needs. Transparency means overrides are logged with a reason, so the disagreements can be learned from.

Question 5 of 5 · Calls drive coaching

Does call analysis actually improve how your reps sell, or just get recorded?

AI can analyse every call for talk ratio, objections handled, next steps set, which is a coaching goldmine or a surveillance archive depending on what you do with it. The value is in the feedback loop: patterns spotted, reps coached, behaviour changed. Analysis nobody acts on is just storage.

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 many sellers are on your team?

1 to 3

4 to 10

11 to 25

Over 25

Where does AI touch your sales process today?

Nowhere yet

Call notes and summaries

Outreach and drafting

Deal scoring and forecasting

Across most of the process

How much does your team trust what is in the CRM right now?

We trust it

Mostly, with caveats

We double-check it

We barely trust it

Hard to say

Your context

Used to calibrate the report. Company size and sector remain in the anonymized dataset; your email does not.

Company size Sector (optional)

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