The Tech Shift That’s Giving Reps an Edge Again: What Every Rep Should Know About Agentic AI

Victoria Myers
June 10, 2025
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This article is based on a conversation on The Unexpected Lever podcast, between senior sellers Michael Capitolo and Clay Killgore, hosted by Matthew Darrow. You can watch the full conversation here.

More Power to Sellers

The best sellers already know what it takes to win: deep discovery, sharp positioning, tight value stories, clear mutual plans. The playbook’s not a mystery—it’s the execution that’s hard to scale.

And it’s not for lack of effort. What’s in the way? Too many tools, too little time, and too much context scattered across a dozen systems.

But that’s changing. Fast.

A new class of technology—agentic AI—is starting to reshape the way top sellers approach their work. It’s not another dashboard. It’s not another SaaS app. It’s something entirely different: a system that understands the deals you’re working, the way you work them, and helps you move faster without losing depth.

This isn’t about replacing the rep. It’s about giving AEs and SEs their edge back.

The Reality of Today’s Sales Stack

There’s no shortage of tech in sales. But ask any AE and SE team what actually helps them close, and the list is short.

The truth is, most tools are built to track what you’re doing—not help you do it better. They create visibility up the chain, not momentum in the deal.

“I want tools that help me do my job. I don’t need tools that [only] tell my manager how I’m doing.”

If that rings true, agentic AI is worth paying attention to. A true AI Sales Agent is built to empower sellers to win the deals in front of them, getting leadership the insights they need without hindering reps.

What Is Agentic AI—and Why Now?

Agentic AI is built to operate like a partner on your deals—quietly doing the prep, surfacing insights, tracking the details, and giving you what you need without being asked.

It's not about automating the pitch. It's about having the full picture ready when you need it:

No more digging for answers. No more duct-taped prompts. No more building the same doc five different ways. It’s the difference between logging calls and learning from them automatically—without needing to be a prompt engineer to get value back.

The Evolution of Sales Tech: From Admin Burden to Strategic Lift

The tools we use to sell have gone through three clear phases—especially in the last few years.

  • First came the CRM era. Manual, rigid, and designed for leadership reporting. Everything was tracked, but nothing helped you actually move a deal forward. Reps became data entry specialists, updating fields to keep the system happy—even if it didn’t give anything back.
  • Then came the Frankenstack era. With LLMs and APIs suddenly everywhere, teams tried to bolt AI onto existing systems. Power users built complex prompt libraries. Custom workflows emerged. But the result? A tangled mess of duct-taped solutions, costly to maintain and impossible to scale across a team.
  • Now we’re entering the agentic era. Tools aren’t just integrated—they’re intelligent. They show up already knowing your role, your motion, and your deals. They don’t need tuning or prompts. They just work, in your flow, doing the heavy lifting behind the scenes. For the first time, the tech is built around you, not the other way around.

Where It Shows Up in Your Day

Agentic AI isn’t about changing how you sell. It’s about clearing the path to do it more effectively. Here’s where it makes a difference.

  • Forecast and Deal Reviews: You walk into a pipeline call already knowing what leadership will ask—and already have the answers.
  • Value Cases That Land: You’ve got the ROI model, mutual plan, and executive narrative ready when your champion needs backup—without scrambling the night before.
  • Strategy Over Syncs: Instead of meeting just to get on the same page with your SE or team, you walk in already aligned—and move the deal forward.
  • Consistency at Scale: Big deal effort, every deal. When the prep work and context are handled for you, there’s no need to pick winners—you bring your best across the board.

One of the biggest challenges in sales isn’t knowing what great execution looks like—it’s doing it consistently, across every deal. As Mike put it, there are certain assets he knows he needs every time: stakeholder maps, workback plans, value cases tied to business outcomes. But building all of that from scratch for every opportunity takes time—time most AEs don’t have when they’re managing a full pipeline.

Agentic AI changes the equation. It helps reps bring the same level of strategic rigor to every deal, not just the biggest ones. The result is higher throughput without sacrificing quality—and a new kind of consistency that sets elite sellers apart.

Goodbye Frankenstack. Hello Real Impact.

You’ve seen the patchwork approach—tools stacked on tools, stitched together by integrations and duct tape. It worked… until it didn’t. Agentic AI marks a shift toward systems that are:

  • Purpose-built for how reps work
  • Unprompted and proactive
  • Context-aware across tools and conversations

The result? More speed, less guesswork—and higher confidence in every step of the deal cycle.

“With the tech available today, you don’t need to settle for tools that you constantly have to manage or reconfigure. They should already know your role, your motion, and just work.”

What This Means for You

If you’re spending too much time prepping for calls, piecing together strategy docs, or backfilling your CRM just to keep leadership happy, you’re not alone.

Agentic AI shifts the focus back to where it belongs: selling with depth, speed, and confidence.

You don’t need more tools. You need better ones—ones that actually understand the work, not just report on it.

Final Takeaways

  • Agentic AI isn’t about automating workflows—it’s about accelerating deals.
  • It keeps you sharp across every deal without adding work.
  • It delivers what most tools promise but never quite deliver: real leverage to the rep.
  • And it works without needing to be asked.

Reps haven’t had this kind of tailwind in a long time. Now that it’s here, it’s worth seeing what it can do.