An AI BDR is software that performs a business development representative's prospecting workflow autonomously: monitoring intent signals, researching target accounts, and drafting personalized multi-channel outreach.
An AI sales assistant is software that handles a salesperson's recurring administrative work — meeting prep, note-taking, CRM updates, follow-up drafting and prioritization — using context pulled from their existing tools.
AI sales coaching is software that analyses sales conversations and deal data to give reps feedback and preparation guidance at a frequency no human manager could sustain.
A deal desk is the internal function that reviews, prices and approves non-standard sales deals before they go to the customer, coordinating between sales, finance, legal and product.
Email triage is the process of sorting an inbox by what actually requires action, and in sales software it usually means AI reading each message against CRM context and drafting the reply for approval.
Generative AI for sales is the use of large language models to produce sales artefacts — emails, call summaries, proposals, account research and CRM notes — from existing customer context.
A mutual action plan is a shared, dated checklist of the steps both the seller and the buyer must complete to close a deal, agreed openly between them.
Post call automation is software that completes the follow-up work after a sales call automatically — writing the summary, updating the CRM, drafting the follow-up email and creating tasks — without the rep doing it manually.
A sales sequence is a predefined series of outreach steps — emails, calls, LinkedIn touches — scheduled over days or weeks and executed against a list of prospects.