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Surprisingly simple ways to use AI in sales

Sales Today

Release Date: 02/12/2026

Salespeople Can't Be Trusted to Run QBRs! show art Salespeople Can't Be Trusted to Run QBRs!

Sales Today

Why Quarterly Business Reviews should be about customer value, not sales pitches Quarterly Business Reviews (QBRs) are supposed to strengthen relationships, demonstrate value and identify future opportunities. Too often, however, they become little more than product presentations. In this episode, Fred Copestake is joined by Celia Sanchez Garcia (Celia SGAR), Founder of Vendor Manager Hub, to discuss why many QBRs fail and what salespeople can do differently. Drawing on over 16 years of supplier and vendor management experience, Celia shares why customers should often take the lead in...

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What Can Sales Learn From Customer Success? show art What Can Sales Learn From Customer Success?

Sales Today

Take the free Collaborative Selling Scorecard Winning new customers is only half the story. The real commercial advantage comes from helping customers achieve the outcomes they were promised, long after the contract has been signed. In this episode of Sales Today, Fred Copestake is joined by customer success expert Anika Zubair to explore what sales professionals can learn from one of the fastest-growing disciplines in modern business. Together they discuss why customer success isn't simply account management, why discovery remains the most valuable commercial skill, and how focusing...

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A Smarter Way to Sell in Engineering Businesses show art A Smarter Way to Sell in Engineering Businesses

Sales Today

Free Collaborative Selling Scorecard If you would like to assess how your sales approach aligns with today’s buying environment, you can take the free Collaborative Selling Scorecard:   In this final episode of the Sales Today mini series, Fred brings the threads of the series together and explains the deeper issue sitting underneath many of the challenges explored in the previous episodes. Deals stall. Price becomes the focus. Conversations stay too low in the organisation. Teams struggle to engage senior stakeholders. Sales training makes sense, but behaviour doesn’t...

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Why Most Sales Training Fails Engineering Teams (And What Actually Works) show art Why Most Sales Training Fails Engineering Teams (And What Actually Works)

Sales Today

If you would like to assess how your sales approach aligns with today’s buying environment, you can take the free Collaborative Selling Scorecard:   In this episode, Fred explores a frustration shared by many engineering and technical businesses: You've invested in sales training. The team enjoyed it. The ideas made sense. But six months later… very little has actually changed. Fred explains why the problem is rarely the quality of the training itself. More often, it's the gap between understanding new ideas and applying them in real sales situations. In this...

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The “Ah” Moment That Changes Every Sale show art The “Ah” Moment That Changes Every Sale

Sales Today

Free Collaborative Selling Scorecard If you would like to assess how your sales approach aligns with today’s buying environment, you can take the free Collaborative Selling Scorecard:   In this episode of the Sales Today Podcast, Fred explores one of the most important moments in any sales conversation. It's not when the customer agrees to a meeting. It's not when they ask for a proposal. And it's not when they say yes. It's that subtle moment when they pause and say: "Ah... right, that makes sense." Fred explains why this seemingly small moment represents a major...

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Why Being Too Technical Can Cost You Deals show art Why Being Too Technical Can Cost You Deals

Sales Today

Take the Collaborative Selling Scorecard:   In this episode of the Sales Today Podcast, Fred Copestake explores a pattern he often sees in engineering-led sales organisations: What he calls The Engineering Super Ego. Despite the provocative name, this isn't a criticism of engineers. In fact, it comes from one of their greatest strengths: deep expertise, technical excellence, and the ability to solve complex problems. The challenge is that, in sales conversations, this strength can sometimes become a weakness. Fred explains why customers don't necessarily need more...

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Why Sales Teams Struggle to Reach Senior Decision Makers (And What to Do About It) show art Why Sales Teams Struggle to Reach Senior Decision Makers (And What to Do About It)

Sales Today

Take the Collaborative Selling Scorecard: Connect with Fred: Watch Fred’s FREE YouTube Course: Sales Mastery for Engineers: Watch the full mini series playlist   In this episode of the Sales Today Podcast, Fred Copestake tackles a challenge that many engineering and B2B sales teams face: Why is it so difficult to engage senior stakeholders? The common assumption is that senior decision-makers are simply too busy, too difficult to reach, or unwilling to engage. But what if the real issue isn't access at all? Fred explores why many sales conversations naturally sit...

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You've Got a Great Product So Why Aren't You Winning More Deals? show art You've Got a Great Product So Why Aren't You Winning More Deals?

Sales Today

Take the Collaborative Selling Scorecard: Connect with Fred: Watch Fred’s FREE YouTube Course: Sales Mastery for Engineers: Watch the full mini series playlist   Most engineering businesses already have strong products, strong expertise, and strong technical capability. So why do so many opportunities still fail to convert? In this 5th episode of the Sales Today Mini Series, Fred explores one of the biggest misunderstandings in modern B2B sales: A strong solution does not automatically create buying confidence. Customers are not simply evaluating products in...

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Why Deals Don’t Move - Even When They Look Good show art Why Deals Don’t Move - Even When They Look Good

Sales Today

Take the Collaborative Selling Scorecard: Connect with Fred: Watch Fred’s FREE YouTube Course: Sales Mastery for Engineers: Watch the full mini series playlist   In this episode of the Sales Today Podcast, Fred Copestake explores one of the most frustrating realities in modern B2B sales: The deals that never actually say “no” - but never really move forward either. The pipeline looks healthy. The conversations seemed positive. The proposal was submitted. And then… nothing. Fred explains why stalled deals are often misunderstood. In many cases, the issue...

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Why B2B Sales Conversations Always End Up About Price show art Why B2B Sales Conversations Always End Up About Price

Sales Today

Take the Collaborative Selling Scorecard: In this episode of the Sales Today Podcast, Fred Copestake explores one of the most common frustrations in engineering and B2B sales: Why do so many deals eventually come down to price? While it is easy to blame procurement pressure, competition, or tighter budgets, Fred explains why pricing pressure is often only a symptom - not the real problem. The real issue usually sits in where the sales conversation begins and the level of value being discussed. In this episode: Why cost-focused conversations naturally invite comparison ...

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More Episodes

In this episode, Fred is joined by Tom Ridley, an AI sales coach, for a refreshingly grounded conversation about AI in sales.

 

Instead of racing through a list of tools, Tom makes a different point: AI isn’t the story - being human is. The real value of generative AI (ChatGPT, Gemini, Claude) is that it removes the admin-heavy work salespeople hate and frees them up to do what matters most: have better conversations, build stronger relationships, and help customers make sense of complex decisions.

 

They explore how to use AI to research accounts, focus on the right opportunities, prepare sharper conversations, and even critique proposals through the lens of different stakeholders (CRO, CFO, Procurement). Along the way, they also tackle a real risk: AI can create a false sense of confidence if you stop at surface-level answers, which is why critical thinking and comprehension matter more than ever.

 

This episode is all about making AI feel accessible and giving listeners permission to start simple, build confidence, and improve one step at a time.

 

What You’ll Learn

  • Why AI in sales isn’t “about tools” - it’s about freeing time to be more human
  • What generative AI actually means (and how it differs from older AI like recommendations/analytics)
  • How AI helps with the “admin” tasks salespeople avoid: CRM, account research, note tracking
  • How to use AI to narrow 300 accounts into a focused “top 20” priority list
  • The danger of “AI confidence” without real understanding (Dunning–Kruger in the AI era)
  • Why you need to keep probing deeper instead of accepting the first AI response
  • How to use AI as a memory + insight engine across long enterprise sales cycles
  • Simple ways to use AI to:
    • generate questions
    • find non-obvious insights
    • critique proposals
    • roleplay stakeholder objections
  • Treating AI like an “employee” you manage - and why prompt clarity matters
  • A practical way to measure ROI: did it move you forward and improve the quality of the activity?

 

“AI can do the tasks salespeople don’t like… so you can focus on great conversations.”

 

If AI feels overwhelming, this episode is your reset.

 

Start simple. Use what you already have. Focus on better conversations, not shiny tools.

 

And if you want to go deeper, Tom shares how he helps teams build AI into sales workflows from SDR to CRO level.

 

Connect with Tom

 

 

Follow Fred: https://linktr.ee/fredcopestake

 

Watch this episode on YouTube:  https://youtu.be/FnyRVZdj5Xc

 

Watch Fred’s FREE YouTube Course: Sales Mastery for Engineers: https://bit.ly/Sales-Mastery-For-Engineers

 

Useful resources