
The sales organization you're budgeting for today won't be competitive in 18 months.
Not because your methodology is broken. Not because your reps lack talent. But because the fundamental equation of sales capacity is being rewritten—and the teams that architect for this shift will create advantages their competitors can't replicate.
As you finalize 2026 headcount plans and technology investments, the question isn't "How many more reps do we need?" It's "How do we build a sales organization where human sellers are amplified by AI teammates that work alongside sellers before, during, and after every customer interaction?"
This was the focus of the inaugural VivunNEXT event: the future of human-AI collaboration. Here are the main takeaways from our guests:
Every sales leader knows the scarcity game. You need more coverage, faster ramp times, deeper product expertise, better deal execution, but linear scaling through headcount creates unsustainable cost structures.
The math that built the SaaS era is breaking down:
Traditional capacity levers are maxing out. Jennifer Jones at Dayforce captures this perfectly: "It's becoming almost impossible to help our people wrap their minds around and synthesize the volume of information they need—about prospective customers, our products, our services, competition, the entire landscape."
The enterprise selling model is unsustainable. As one leader noted, complex deals routinely require 5-10 people: the prime AE, prime SE, specialist AE, specialist SE, solution architect, engagement manager, industry expert, and value consultant. This model doesn't scale.
Commercial and SMB segments face impossible trade-offs. High-volume, high-velocity segments always had more deals than resources to support them. Sales leaders had to choose: invest expensive overlay resources in smaller opportunities, or leave revenue on the table.
The arrival of AI teammates doesn't just add productivity—it fundamentally changes what's possible.
Capacity isn't just about doing more of the same work faster. It's about unlocking fundamentally new levels of coverage, expertise, and execution across your entire sales organization.
Real capacity comes from multiple dimensions:
New reps traditionally took 6-9 months to reach full productivity. With an AI teammate providing 24/7 expert guidance on your products, processes, and best practices, that timeline collapses. As Jennifer Jones explains: "Instead of relying on memory recall or waiting for help, reps can get answers in the moment—so they 'get it' much faster."
Your best sellers' knowledge has always been locked in their heads. AI teammates trained on your top performers can now make that expertise available to every rep, in every deal, at every moment. One sales leader described it as finally ending the need to "back up the bus"—bringing an army of specialists to every enterprise deal.
The research, prep work, follow-up emails, CRM updates, and documentation that consume 6-8 hours per week per rep? AI handles it. That's not incremental productivity—that's giving every seller back a full workday every week.
Christian Eberle at Gladly articulates the shift: "We were an enterprise-first company. But with AI, we're in an advantageous position to go enterprise down, creating a small business team of sellers... We're finding success not by hiring SMB sellers from across the industry, but using this as a growth opportunity for BDRs."
This is the new calculus: What used to require a team of 10 will soon require a team of 3—one political quarterback, one technical quarterback, and one AI teammate.
Most sales organizations approach AI wrong. They bolt on point solutions—an AI note-taker here, an email writer there, a predictive analytics tool somewhere else. This creates what one leader called "25 technologies in silos, where nothing talks to each other."
The shift isn't from no AI to some AI. It's from task-based agents to a genuine AI teammate.
AI agents are purpose-built for discrete tasks. Generate an email. Transcribe a call. Score a lead. As Christian Eberle warns: "If we go down that road, we'll find ourselves with many agents. Now instead of 'which tool do I use,' the noise will be 'which agent do I pick?' And every time there's a change in our market or messaging, we have to update hundreds of agents."
AI teammates reason across the entire sales process. They maintain context throughout the deal lifecycle. They understand your products, your methodology, your competitive landscape—and apply that knowledge proactively wherever it's needed.
The difference is architectural. As one executive put it: "With hundreds of agents, you have one place to update per task. With a teammate built on a sales reasoning model, you update once and the AI applies that knowledge across thousands of tasks."
The transcripts reveal clear patterns in what separates genuine AI teammates from sophisticated chatbots:
Multi-modal interaction. The best AI teammates work how you work—text when you're typing notes, voice when you're prepping for a call, avatar when you need coaching. Forcing sellers into a single interaction mode creates friction.
Real-time assistance before, during, and after calls. Morgan Ingram emphasizes: "AI sales tools do what you tell them. They automate narrow tasks or provide reactive assistance. Ava is a teammate—a proactive partner that thinks and adapts like a seller, working alongside reps before, during, and after every interaction."
Sales reasoning, not just pattern matching. General-purpose AI doesn't understand your sales motions, products, or competitive dynamics. Effective AI teammates are built on reasoning models trained specifically for B2B selling—with layered memory, knowledge graphs, and governance controls.
Seamless integration across your tech stack. AI teammates connect to Salesforce, email, calendar, and collaboration tools—pulling and enriching insights automatically so reps never toggle between apps or manually update fields.
The question isn't whether AI will reshape your sales organization. It's whether you'll architect proactively for this shift or react after your competitors have already captured the advantage.
The private equity-backed software world has always focused on productivity metrics and capacity planning. But as Vinesh Vis, CRO of Smarsh, points out: "When we start to think about efficiency gains through each stage of the sales process, we can create more productivity out of that same seller and get higher capacity—a higher quota. What traditionally was the rule of 40 starts to go up to a rule of 70, rule of 80."
For your 2026 planning:
Map your current capacity constraints. Where do bottlenecks actually limit your team's ability to cover more deals, move faster, or execute better? Is it SE availability? Product expertise? Time spent on low-value tasks?
Calculate your true cost of coverage. What does it actually cost to adequately support a commercial deal? An enterprise deal? Include not just AE comp, but every overlay resource, every specialist, every enablement hour.
Model the new economics. If an AI teammate saves 6-8 hours per rep per week, provides expert-level product knowledge on demand, and eliminates the need for 1:1 AE:SE ratios in most deals; how does that change your revenue per employee? Your customer acquisition cost? Your competitive positioning?
BCG research shared by Steve D'Angelo at VivunNEXT is already clear: "Boards are looking to reduce sales operating costs. Sales team size will definitely shrink. We don't need as many SDRs. We don't need as many solution engineers."
But here's the critical nuance: "Since there are these efficiencies, CFOs are saying we can afford to enrich our comp plans. We want to keep our star players because we've invested in enablement. We could now pay them more aggressively."
AI teammates don't just make your current motion more efficient—they enable entirely new motions.
Self-serve meets high-touch. Steve D'Angelo from BCG describes the emerging model: "Prospects want self-service. They want conversational AI. Allow them to engage with your digital agent to ask questions, have a dialogue. All this data is being gathered so when the prospect raises their hand, you're furnished with all this information about what they need."
Demos at scale. The traditional model required scheduling an SE for every product demonstration. AI teammates can now deliver consistent, tailored demos—handling first calls while your human SEs focus on complex, high-value scenarios.
Multi-segment coverage without multi-segment costs. As Christian Eberle's experience at Gladly demonstrates, AI teammates make it economically viable to pursue segments that were previously unprofitable—by giving SMB sales repsthe product expertise and selling capabilities traditionally reserved for senior AEs.
Seth Marrs, who moved from Forrester Research to Sandler, offers crucial perspective: "Methodologies aren't going away. If anything, they become more important. You need structure to make AI valuable. If I have a crap ton of data with no structure, how good is it going to be? But if I use a methodology to frame it into structured responses—now I can take artificial intelligence, put it into context, and make it work."
The key shifts:
From annual training to continuous improvement. Your AI teammate observes every call, tracks every interaction, identifies every coaching opportunity. Sales managers no longer need to manufacture coaching moments through quarterly ride-alongs—they can mentor on patterns, not one-off observations.
From tribal knowledge to scalable expertise. The insights that used to take nine months of experience to develop can now be embedded directly into your AI teammate—available to every rep from day one.
From process compliance to process optimization. When AI can see whether your methodology actually correlates with wins, you get unprecedented transparency. As Seth notes: "It's going to test whether this stuff is actually real. If you believe it's real and you see areas where maybe one thing wasn't as strong, you adapt and make it better."
Not every vendor claiming "AI for sales" delivers the same value. The leaders who've implemented successfully share consistent evaluation criteria:
Context and flexibility over integrations. Christian Eberle is blunt: "I don't care as much about specific integrations. Pointing AI at Slack or Notion can expose it to years of failed strategy or distractions—opening Pandora's box. I want it focused on what's current today, what's been shifting in our strategy in the past 6-12 months, not 4-5 years."
Training should be effortless. If getting your AI teammate up to speed requires weeks of dedicated effort or a specialized team, the implementation will fail. Look for solutions where you can point the AI at your existing documentation and have it immediately functional.
Built for AI, not bolted on. There's a definitive difference between platforms where AI has been added as a feature versus platforms architected from the ground up for AI. Legacy solutions with AI capabilities often can't match the performance of AI-native platforms.
Proven outcomes, not just productivity claims. As Craig Rosenberg emphasizes: "Productivity is here. Now we've got to change, take that productivity base and start moving needles." Look for vendors who can demonstrate impact on win rates, deal velocity, and revenue per rep—not just time saved.
Every executive interview revealed the same pattern: successful AI adoption required deliberate leadership, not just technology deployment.
Balance governance with experimentation. As Jennifer Jones advises: "Lean into the ambiguity. Test things out, lean on your vendors as partners. But don't sacrifice your brand's trust in the name of automation. Position this as helping your teams run faster and earning back time for more impactful work—not as a way to reduce costs or prevent growth."
Find SMEs to lead adoption. Don't let a centralized AI team dictate use cases from the top down. At Gladly, they "brought our best and most excited sellers into the motion from day one and said, here's what it's designed to do. Go break it, go test it. Can this actually meet you and your need?"
Crowdsource the best practices. As one sales leader put it: "You have to be intentional. You have to take the time. And you've got to talk to peers because AI will become a competitive advantage."
Prepare for the generational divide. Trevor Jett's warning resonates: "The next generation of sales reps isn't going to just benefit from AI—they're going to expect it. If you don't have these things, they're not going to work for you because you're going to be a dinosaur of a company."
The second-order effects of AI teammates are where the real strategic stakes emerge.
If your competitor enables their sales organization with effective AI teammates before you do, they can:
Undercut you on price by operating at fundamentally lower cost-to-serve while maintaining the same revenue per employee.
Move faster in deals because their sellers have instant access to expertise that your team needs to schedule meetings to access.
Offer customer support at levels you can't afford in your old model because their capacity economics are completely different.
Steve D'Angelo from BCG captures the urgency: "Just about every client I'm involved with at the executive level—CEO, board level—they are looking to reduce sales operating costs. It's a constant focus."
But this isn't just about cost reduction. It's about competitive repositioning. As one CRO noted: "Every business will be pulled into this new world, ready or not. Leaders need to prepare for a completely different reality than the SaaS era we all built our careers in."
Your 2026 planning process should include:
Audit your current capacity model. Calculate the true fully-loaded cost of coverage across segments. Identify where your best sellers spend their time versus where they create the most value.
Run pilot programs with different AI teammate solutions. Don't just read vendor materials—put the tools in the hands of your best sellers and most skeptical sales engineers. Give them 30 days and measure impact on specific outcomes.
Map your competitive landscape. Which of your competitors are already implementing AI teammates? What new entrants are building cost structures you can't match with traditional models? Where are you vulnerable?
Redesign your sales hiring strategy. If AI teammates provide instant expertise and reduce ramp time, should you prioritize different attributes in new hires? How does this change your promotion criteria and succession planning?
Evolve your sales methodology. Work with your methodology partner (whether that's Sandler, Force Management, or another approach) to understand how AI teammates integrate with your existing framework. Don't abandon what works—amplify it.
Invest in change management. This is a bigger shift than moving from on-premise to cloud or implementing sales engagement platforms. Your team needs to understand why you're doing this, what's in it for them, and how their role evolves.
AI teammates that actively sell with your reps, unlock instant capacity, and fundamentally change the economics of go-to-market are already deployed at leading organizations. They're closing deals, compressing ramp times, and creating competitive advantages.
The question isn't whether your sales organization will eventually adopt AI teammates. It's whether you'll architect proactively for this shift in your 2026 planning—or spend the next two years reacting to competitors who did.
"Come down on the right side of history. This is how it's going to be. This is how our organizations are going to be."
The teams that move first won't just have an edge. They'll be playing a completely different game.
Ready to see how an AI teammate can transform your sales organization? Learn more about Vivun's Ava—the AI Sales Teammate built specifically for high-velocity B2B sales teams.