Tech-Savvy Sales Teams : Using Technology to Drive Successful Sales Outcomes

September 14, 2023

What's one thing that high-performing sales teams do differently than everyone else?

 

They use technology better than their competitors!

 

This is especially true when it comes to managing your sales process and pipeline. In fact, using a CRM helps increase sales by up to 29% and improves productivity by up to 34%, according to Salesforce. Whether you are using well-known CRMs like Salesforce and HubSpot or a CRM specific to your industry, high performing sales teams don’t see their CRM as a ‘big brother’ watching them but rather a vital tech tool to help them sell more effectively.

 

Top salespeople run reports themselves, take notes during calls directly in the CRM, and even store email templates to reuse and repurpose. All of which helps the salesperson stay organized and in control of their day.

 

Now, there’s no doubt that embracing technology can greatly enhance the performance of your sales team. But, as a Sales Leader, it’s important to remember that you should avoid relying too heavily on technology and instead focus on selecting the right technologies that address your team's specific needs.

 

To pinpoint what type of technologies would help your Dealership, let’s consider the following 6 ways savvy sales pros leverage technology to drive successful outcomes:

 

1. Presentations and proposals are more tailored.

If you’re taking great notes and logging them somewhere (ideally your CRM) you’ll be able to personalize everything from your emails and phone calls to presentations and proposals. The power of saying “You Mentioned” at the start of presentations, only happens as a result of great note-taking and the organization to find what the prospect mentioned quickly.


2. Meticulous follow up.

Keeping track of all your prospects and customers can be tricky! Especially when a certain level of detail is needed. Leveraging automation and scheduling tools to create tasks, set reminders, use templates, and create cadences will help streamline the follow up process while setting your team up for success and maximizing their time.


3. Uncover Hidden Stakeholders*.

Using the latest technology, like Digital Sales Rooms (DSRs), allows your team to have full visibility into who is reviewing your proposal. Using DSRs also reduces the chances that your pricing can be downloaded and shared with a competitor. Through the power of technology, you can even drill down into what specific pages of a document were viewed.


4. Pre-Call Planning Excellence.

The very best sales teams make use of data and research tools to be informed and share more insight. For instance, Vertical IQ is a tool that has questions you could ask as it relates to specific industries. There’s also Power BI, LinkedIn, and so my more. The key here is using data to fuel your sales process.


5. Asks more meaningful and personalized questions.

Building on the last point, tech-savvy sales teams use data to enhance their pre-call planning process by reviewing past call notes, industry research, competitor information, etc. This helps to build a roadmap focused on asking better, more meaningful and personalized questions of their prospects and customers.


6. Improves overall performance.

Technology has the power to assess your team’s performance on a whole new level. With AI enabled Conversation Intelligence, you can utilize recorded calls and meetings to assess performance. For instance, to catch filler words or how often they are engaging the prospect. Using this type of technology will help managers coach, reps self-assess, and the whole team course correct when needed.


Knowing what technology to invest in can be overwhelming, which is why focusing on the outcomes you want your sales team to achieve will help you narrow in on your needs and select the right technologies and partners.

 

It is an exciting time to sell but equally a challenging time to sell. It’s harder than ever to engage buyers as we navigate noisy competition and fierce economic headwinds. Rise above the competition and leverage the power of great selling skills and technology to create an unstoppable team.


*#3 Uncovering Hidden Stakeholders: Our partner, Allego Revenue Enablement Platform, is the engine behind our DSRs and we can now help Dealers access this same resource too. Let us know if we can help! 

August 12, 2026
AI has changed how sales professionals prepare. In minutes, industry specific AI tools can help you research a company, understand an industry, organize your thoughts, and generate questions for an upcoming meeting including targeted categories. That is a real advantage. But it can also create a dangerous feeling: I already know this customer. You read the website. You scan recent news. You review a few LinkedIn profiles. You uncover lease renewal or contract renewal dates. And then, AI gives you a polished summary of the company’s likely priorities and challenges. The problem? “Likely” can quickly start to feel like “true.” AI should prepare you for discovery. It should never do the discovering for you. Here are five ways to use AI without losing the curiosity that makes great selling work. 1. Use AI to Prepare AI is excellent at helping you get ready. Use it to research companies and industries, brainstorm questions, organize your thoughts, identify possible decision-makers, and spot blind spots. Used well, AI saves time and helps you enter the conversation more informed. Try this prompt: “I’m preparing for a first meeting with [company name]. Using publicly available information, give me a brief overview of the business, three possible priorities or challenges, and three thoughtful discovery questions.” But preparation is only the starting point. The goal is not to prove how much you know. It is to learn what you do not know.  2. Watch Where AI Can Fool You AI can make assumptions sound like facts. It can also be incomplete, outdated, or simply wrong. Even accurate information can lead to the wrong conclusion. A company may be expanding, but growth may not be the customer’s biggest concern. The real issue could be staffing, service, cost control, or the time lost managing too many vendors. The danger is not using AI. The danger is believing you have learned everything before meeting the customer. Preparation should increase your curiosity, not replace it. 3. Remember: Curiosity Cannot Be Automated AI can tell you what a company does, what happened recently, and what trends may affect its industry. Only a real conversation can uncover why the customer is considering a change now, what is frustrating them, what success looks like, and what they are worried could go wrong. Use your research to open the conversation, not control it. 4. Ask the Questions AI Cannot Answer AI can suggest questions. The art of selling is knowing what to ask next. Try: “How did you decide on ….?” “Had we not called, what were you already planning to do about ______?” “What have you already tried?” “If you were sitting in a review six months from now, having personally made a significant impact on the business, what would success look like for you?” “What happens if nothing changes?” These questions move the conversation beyond surface-level pain. They also help you avoid pouncing too quickly. Whether the customer mentions delivery, cost, service, or vendor consolidation, slow down. The first answer is rarely the full answer. Ask one more question before offering one more solution. 5. Do Not Outsource Your Curiosity Everyone has access to similar AI tools. Not everyone listens well. Not everyone notices hesitation, follows an unexpected comment, or stays with an issue long enough to uncover what really matters. That is still your competitive advantage. Use AI to prepare, broaden your thinking, and identify what you may be missing. Then put it away and be fully present. Before your next customer conversation, challenge yourself to do three things: Prepare with AI. Verify with the customer. Ask one more question before offering a solution. Do not simply work through a list of AI-generated questions. Listen to the answer and follow where it leads. The question you did not plan to ask may be the one that uncovers the real opportunity. The more powerful AI becomes, the more valuable human curiosity becomes. AI can help you enter the conversation more informed. Your next move is to stay curious long enough to leave the conversation with a better understanding.
Sell like a Chameleon
May 24, 2026
Here’s a simple guide to recognizing four common customer speeds and how to adjust your approach.