AI Analysts for Sales Teams: What to Know

AI is changing how time is spent in sales. Teams can now focus on strategic decisions rather than administrative tasks. While many tools handle emails and cold calls, this post explores how AI Analysts help sales teams and why selecting the right platform can positively impact daily work and overall job satisfaction.

Anna Randall
Playbook
December 2, 2024
Dec 2, 2024
AI Analysts for Sales Teams: What to Know

What Are AI Analysts?

AI Analysts are designed to validate business information quickly and easily. Leaders often hear anecdotal claims about performance, customer behavior, or market trends and need to verify them with data. This process no longer requires excessive time or effort. With an AI Analyst, a question can be asked and answered instantly, grounding decisions in facts, not assumptions, within minutes.

Instead of waiting for reports, teams can ask questions, including follow-ups, and receive immediate answers, similar to a real-time conversation in a meeting. AI Analysts are fast, accessible, and available 24/7, streamlining decision-making and saving time.

What’s the Difference Between an AI Analyst, Agent, and Co-pilot? 

The difference between an AI Analyst, agent, and co-pilot is not just semantics — it lies in their roles and functions, and it’s ever-evolving in the fast-paced world in AI. Each serves distinct purposes, though the lines can blur depending on implementation.

Here are some basic definitions:

  • AI Analyst: Focuses on interpreting data and providing insights, answering questions, and helping teams understand “what happened” or “what might happen.” These tools focus on structured data — data that is in-house, mapped, and specific to the company.
  • AI Agent: Acts autonomously, making decisions and performing tasks with minimal human input.
  • AI Co-pilot: Assists users in real time, working alongside them to complete tasks, provide suggestions, or streamline workflows while keeping humans in control.


Why AI Analysts Matter for GTM Teams

Speed and accuracy are essential for go-to-market teams. AI Analysts help teams make better decisions faster. Instead of spending hours analyzing spreadsheets or waiting for outdated reports, teams can ask questions and get answers immediately, allowing them to focus on critical work and closing deals.

AI Analysts save time by automating data analysis, helping teams identify important trends and providing predictions about what might happen next to enable faster, more informed decisions.

Key Features to Look For in an AI Analyst

Choosing the right AI Analyst can significantly impact team productivity. Key features to consider include:

  1. Support for Different LLM Models: Every business is unique, so AI Analysts should support multiple LLM models, allowing businesses to choose what works best instead of dictating a specific approach. Platforms should also offer configurable data retention, including zero retention where applicable.
  2. Prompt testing: Before choosing a technology partner, take a live demo and stress test the AI’s prompts. Ask detailed questions like, “What’s happening with growth in North America this quarter?” instead of broad ones. Ask follow-up questions to clarify or expand on initial results. The results will reveal the AI’s capabilities and limitations. 
  3. Accurate Insights and Transparency: Insights must be reliable and based on approved data. Look for platforms that expose the SQL queries behind insights, enabling teams to validate data sources and logic.
  4. Modern Architecture and Seamless Integrations: Modern architecture ensures flexibility, scalability, and efficiency in handling data workflows. Leading technology partners modernize Extract, Transform, and Load (ETL) operations, modeling, and data integration, making it easier to connect systems and start leveraging insights. AI Analysts should integrate seamlessly with ERP systems, CRMs, data warehouses, and other platforms.
  5. Privacy and Security: Data security is critical. Providers must follow industry standards such as SOC 2 Type 2, ISO 27001, CCPA, and GDPR, while also pursuing ISO/IEC 42001 certification for responsible AI.

The Future of AI in GTM

GTM strategies are evolving rapidly, and AI will play a major role in the future. TigerEye is committed to leading these changes by equipping revenue teams with the tools needed to stay ahead.

TigerEye’s AI Analyst provides 24/7 access to real-time insights and works great on mobile, ideal for frequent flyers or off-hours queries. Teams can start asking questions immediately on any device at any hour. It delivers answers, reports, and predictions across pipeline, revenue, campaigns, finance, and forecasts.

Getting started is simple, with straightforward pricing that legacy vendors are not offering. Transparency is built in, allowing teams to review sources and calculations with a single click, ensuring confidence in every answer.

Anna Randall

Anna Randall

Anna Randall is a seasoned sales leader with 15 years of experience in manufacturing and tech. She has excelled in various roles, from inside sales to leading successful teams at companies like Autodesk, Eaton and Oracle. Anna's true passion lies in teamwork, whether it's collaborating cross-departmentally or mentoring others. Outside of work, she dedicates her energy to family, enjoys cold weather, and listens to Taylor Swift.