Built for Sales Teams

AI Teammates for Sales Teams

Top-performing sales teams win because their reps spend time selling — not updating CRMs, researching prospects, or chasing internal approvals. AI Teammates handle the administrative burden so every rep operates at peak output.

What Sales AI Teammates Handle

Deploy AI teammates that handle the administrative work — so your reps focus exclusively on building relationships, navigating deals, and closing revenue.

Prospect Research & Enrichment

AI Teammates build complete account profiles before every outreach: firmographics, tech stack, recent news, buying signals, and relevant use cases — delivered before first contact.

30 days to pilot

AI Teammates build complete account profiles before every outreach: firmographics, tech stack, recent news, buying signals, and relevant use cases — delivered before first contact.

KPIs Improved
Pre-call research time
−85%
Outreach relevance score
+60%
Contact rate improvement
+35%
Systems Integrated
LinkedIn Sales Navigator Salesforce / HubSpot / Dynamics Apollo / Outreach / Salesloft ZoomInfo / Clearbit
Deployment
30 days to pilot

Discovery → Configuration → Pilot → Scale

Deploy This Teammate
CRM Hygiene & Data Entry

Call notes, meeting summaries, next steps, and deal stage updates logged automatically after every interaction. CRM data stays accurate without reps spending an hour per day on admin.

30 days to pilot

Call notes, meeting summaries, next steps, and deal stage updates logged automatically after every interaction. CRM data stays accurate without reps spending an hour per day on admin.

KPIs Improved
CRM update time per rep/day
−90%
Data accuracy
98%+
Pipeline visibility
+45%
Systems Integrated
Salesforce / HubSpot / Microsoft Dynamics Gong / Chorus / Clari Zoom / Teams / Meet Email / Calendar platforms
Deployment
30 days to pilot

Discovery → Configuration → Pilot → Scale

Deploy This Teammate
Follow-Up Sequence Management

AI Teammates manage multi-touch follow-up sequences: drafting emails, scheduling sends, and flagging prospects who have gone cold — so no opportunity falls through the cracks.

30 days to pilot

AI Teammates manage multi-touch follow-up sequences: drafting emails, scheduling sends, and flagging prospects who have gone cold — so no opportunity falls through the cracks.

KPIs Improved
Follow-up time per rep
−70%
Response rate improvement
+40%
Sequence completion rate
100%
Systems Integrated
Outreach / Salesloft / Apollo Salesforce / HubSpot Gmail / Outlook LinkedIn Sales Navigator
Deployment
30 days to pilot

Discovery → Configuration → Pilot → Scale

Deploy This Teammate
Proposal & Deck Generation

First drafts of proposals, ROI analyses, and presentation decks generated from deal context and CRM data. Sales engineers focus on customization and strategy, not starting from a blank page.

30 days to pilot

First drafts of proposals, ROI analyses, and presentation decks generated from deal context and CRM data. Sales engineers focus on customization and strategy, not starting from a blank page.

KPIs Improved
Proposal turnaround time
60% faster
Win rate from personalization
+25%
Template consistency
100%
Systems Integrated
Salesforce / HubSpot DocuSign / Ironclad Google Slides / PowerPoint CRM data sources
Deployment
30 days to pilot

Discovery → Configuration → Pilot → Scale

Deploy This Teammate
Pipeline Forecasting Support

AI Teammates analyze deal velocity, engagement signals, and historical patterns to flag at-risk deals and surface opportunities for intervention — giving sales leaders earlier warnings.

30 days to pilot

AI Teammates analyze deal velocity, engagement signals, and historical patterns to flag at-risk deals and surface opportunities for intervention — giving sales leaders earlier warnings.

KPIs Improved
Forecast accuracy improvement
+30%
At-risk deals identified early
85%
Pipeline review prep time
−60%
Systems Integrated
Salesforce / HubSpot / Dynamics Clari / Gong / Chorus BI tools CRM analytics
Deployment
30 days to pilot

Discovery → Configuration → Pilot → Scale

Deploy This Teammate
Contract & Approval Routing

Draft contracts routed through approval workflows automatically, with status tracked and stakeholders notified — compressing contract cycle time from weeks to days.

30 days to pilot

Draft contracts routed through approval workflows automatically, with status tracked and stakeholders notified — compressing contract cycle time from weeks to days.

KPIs Improved
Contract cycle time
−65%
Approval bottlenecks removed
90%
Compliance accuracy
99%+
Systems Integrated
DocuSign / Ironclad / Adobe Sign Salesforce / HubSpot Slack / Microsoft Teams Legal management tools
Deployment
30 days to pilot

Discovery → Configuration → Pilot → Scale

Deploy This Teammate

Why This Beats Traditional Approaches

A side-by-side look at what changes when AI handles the work.

Traditional / Manual
SphereIQ AI Teammates
Cost
Reps spend 40–60% of time on non-selling activities. High opportunity cost per rep.
AI handles all admin work. Reps spend 40% more time selling. Revenue per rep increases.
Speed
Manual CRM updates, research, and proposal prep consume hours per day.
Research in seconds. CRM updates automatic. Proposals in minutes. Reps focus on deals.
Scalability
Hiring more reps to hit quota. Each new rep needs 3–6 months to ramp.
AI scales selling capacity without headcount. Existing reps perform like top performers.
Auditability
Deal history scattered across email, CRM, and notes. Context lost on rep turnover.
Complete deal history in CRM. Every interaction logged. Full context preserved regardless of rep changes.
Knowledge
Top performer playbooks not captured. New reps reinvent the wheel.
AI embeds best-practice follow-up, research patterns, and proposal templates from day one.

Frequently Asked Questions

Will the AI Teammate have access to our CRM and deal data?

Yes — with controls you define. SphereIQ connects to Salesforce, HubSpot, and other CRMs via API with role-based access scoped to what each AI Teammate needs. It reads and writes CRM data only within the permissions you configure.

How does proposal generation work without sacrificing accuracy?

The Proposal Generation AI pulls from your approved product catalog, pricing rules, and past winning proposals to assemble drafts. Every proposal goes through a defined approval workflow before it reaches the prospect — the AI speeds creation, humans control quality.

Does it replace SDRs or AEs?

No. It handles the research, CRM hygiene, follow-up sequencing, and pipeline admin that consumes 40–50% of a rep's time. SDRs and AEs focus on conversations, discovery, and closing — the work only humans can do well.

Can it run outbound sequences autonomously?

AI Teammates can draft and schedule follow-up sequences, but sending is typically gated by a human approval step. The level of autonomy is fully configurable — from fully supervised to auto-send after a defined delay.

How does it integrate with our sales tech stack?

SphereIQ integrates with Salesforce, HubSpot, Outreach, Salesloft, Apollo, LinkedIn Sales Navigator, and most major sales tools. Integration setup takes 1–2 weeks; no changes to your existing tool configuration are required.

Limited Availability

30-Day Sales AI Pilot

Deploy one AI teammate on real production data. See measurable results before committing.

Fixed Scope

One AI teammate, one workflow, clear boundaries. No scope creep.

Fixed Price

Transparent pricing with no hidden fees or surprise overages.

Clear Success Metrics

Pre-defined KPIs with weekly dashboards so you see ROI from day one.