Your field reps are your most expensive resource — and they're spending half their time on calls they shouldn't be making. AI handles lead qualification, appointment scheduling, quote follow-ups, and reorder reminders so reps focus on what they do best: closing deals face to face.
Your outside sales reps are hired to sell. But look at how they actually spend their time: dialing prospects who don't answer, leaving voicemails, following up on quotes, scheduling appointments, and chasing reorders. The high-value work — face-to-face meetings, relationship building, closing — gets squeezed into whatever time is left.
The math doesn't work. And hiring more reps to make more calls isn't the answer — it's the same problem at higher cost.
of a field rep's time is actually spent selling — the rest is admin, travel, and phone work
of rep time goes to administrative tasks and follow-up calls that AI could handle
average rep dial volume, but only 2-3 actually reach a decision-maker
Choose up to 3 use cases for your pilot. AI handles the repetitive calls, reps handle the relationships.
AI calls leads from trade shows, website forms, and purchased lists. Asks qualifying questions, gauges interest, and books meetings for reps with only the prospects who are ready to buy.
AI calls prospects and existing customers to schedule meetings with your field reps. Checks rep availability, confirms the appointment, and sends calendar invites — all without the back-and-forth.
Open quotes sitting in the pipeline? AI follows up on every one. Asks if the customer has questions, nudges toward a decision, and escalates to the rep when they're ready to close.
AI calls customers when it's time to reorder based on purchase history and product cycles. Captures the order or schedules a rep visit for larger accounts that need a personal touch.
Here are the metrics we track during the pilot and the ranges we target over 60 days.
| Metric | Expected Range |
|---|---|
| Meetings Booked | 30 - 50 qualified meetings for your reps |
| Connect Rate | 25 - 35% of calls reach a decision-maker |
| Quote Follow-Ups | 100% of open quotes contacted within SLA |
| Rep Time Saved | 10 - 15 hours per rep per week |
| Pipeline Generated | $200K+ in new qualified pipeline |
See what the Field Sales Support AI pilot could save your team.
Based on 12 hrs/rep/week saved over 8 weeks
Based on rep hourly cost applied to recovered hours
Return on $7,500 pilot investment
60-day Field Sales Support AI Pilot
Yes — the AI identifies itself transparently. But the conversation is natural enough that prospects engage readily. Because the AI is persistent, consistent, and always polite, it can achieve strong engagement rates. The pilot tracks every metric so you can compare directly to your current process.
We integrate with your CRM to pull lead lists, open quotes, and customer data. You define the criteria — which leads to qualify, which quotes to follow up on, which accounts need reorder calls. The AI works from your data, not generic lists.
The AI can warm-transfer the call directly to the assigned rep if they're available. If not, it books a meeting on the rep's calendar and sends both parties a confirmation. The rep gets a full briefing: who the prospect is, what they're interested in, and any objections or questions raised.
Everything syncs to your CRM. Reps see call logs, transcripts, meeting bookings, and lead scores right in the account record. There's also a daily digest email summarizing what the AI accomplished — meetings booked, quotes followed up, reorders placed.
It's natural. But once reps see that AI is booking meetings on their calendar and following up on quotes they didn't have time for, resistance disappears fast. We position this as "giving reps a dedicated assistant" — not replacing them. The pilot is designed to demonstrate value in a way that builds team confidence.
See how Field Sales Support AI works for your team. 60-day pilot with measurable results and clear ROI.