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Stop guessing. Start testing. Learn the proven framework to separate AI that performs from AI that just talks.
Learn how to test AI agents based on real-world performance, not polished presentations
A proven evaluation method: Trust, Trainability, and Transferability—to make the right investment
Spot the warning signs that reveal when AI is slowing down—not speeding up—your team
A ready-to-use evaluation checklist to apply during your own AI buying process
AI has flooded the sales floor—but much of it can't deliver without hand-holding. If your so-called "AI Sales Agent" can't act on context, adapt to your sales process, or move deals forward autonomously, it's not an agent—it's a liability.
Teams end up stuck in reactive mode, correcting AI outputs, fixing errors, and losing time. To truly accelerate pipeline and improve rep efficiency, your AI must operate with precision, intelligence, and consistency—without being prompted.
This guide helps you spot the difference between AI that talks and AI that performs.
Stop Guessing, Start Testing
Most AI tools aren't agents—they're assistants in disguise. They summarize. They suggest. But they don't sell.
This guide gives you the tools to tell the difference. Built for sales and revenue leaders, it offers a clear evaluation method to separate passive AI from performance-grade agents that engage buyers, drive pipeline, and close deals.
Trust, Trainability, Transferability—your decision criteria for AI that delivers
Can the AI act with the speed, clarity, and accuracy of a top rep? Does it earn confidence from day one?
Does it understand your buyers, your business, and your data? Can it adapt to your unique sales process?
Can it operate across teams and workflows—without human babysitting? Does it scale?
Can the AI act with the speed, clarity, and accuracy of a top rep? Test for precision, not just possibility.
Does it understand your buyers, your business, and your data? Or is it operating in a vacuum?
Can it operate across teams and workflows—without constant human oversight? Does performance hold at scale?
Warning signs that your "AI agent" is actually slowing you down
Requires constant prompting or guidance to complete basic tasks
Generates generic outputs that don't reflect your business context
Can't remember past interactions or maintain deal context
Needs extensive cleanup or editing before outputs are usable
Operates in isolation—can't integrate with your existing tech stack
Performance degrades as you scale across teams and deals
Plus a practical framework to use during vendor demos, pilot programs, and implementation planning
If you're exploring AI for your sales org, you need more than a surface-level checklist or buzzword pitch. This guide gives you a clear, proven framework to evaluate AI Sales Agents based on outcomes, not theatrics.
Learn how to evaluate speed, clarity, accuracy, and contextual intelligence
Identify warning signs that signal poor fit before you commit resources
Use Trust, Trainability, Transferability to choose AI that earns team confidence
Get the proven evaluation framework to test for performance, spot red flags, and choose AI that accelerates results from day one
Download the Guide