AI Enablement for Sales & Partner Teams

Service Description

Most teams already pay for AI tools. Few have changed how they sell because of them. We help B2B tech companies choose, set up and roll out the right AI platforms for sales and partnerships, then build the workflows and habits that make them stick. Platforms We Implement: Microsoft 365 Copilot and Copilot Studio, ChatGPT, Claude (including Claude Cowork) and Google Gemini AI in your CRM: Salesforce Agentforce, HubSpot Breeze and Dynamics 365 Copilot Productivity AI: Perplexity, Canva AI and Notion AI Meetings and scheduling: Calendly (AI scheduling and Notetaker), Fireflies and Otter, so meetings are booked, routed, recorded and summarized without manual follow-up What's Included: AI readiness assessment and top use cases for sales and partner teams Platform selection, setup and configuration Data, security and usage guardrails Prompt libraries and AI assistants for partner onboarding, account research, co-sell prep and co-marketing content Hands-on team training and adoption tracking Ongoing optimization as tools and needs change How It Works: 1. Assess - Which AI tools you already pay for, your top use cases, and data or security concerns 2. Set Up - Configure the platforms, permissions and guardrails 3. Train - Hands-on sessions with prompt libraries built for your sales and partner workflows 4. Adopt - Track usage and results, then refine Ideal For: Technology companies that have bought AI licenses but aren't seeing results yet, and partner teams that need to do more without adding headcount.