Webinar Recap: Driving 10X Sales Efficiency with AI Agents
Sales teams today are being asked to hit bigger targets with fewer resources. The pressure’s real and so is the fatigue from juggling too many tools. In our webinar, Unlocking 10X Sales Efficiency with Private AI Agents, we took a closer look at how agentic AI can reduce that burden. Hosted by our own Leslie Lee (Head of Product) and Brian Goffman (Head of Business), the conversation focused on practical ways AI agents are driving measurable gains.
The Growth Bottleneck in Sales
Brian kicked off the discussion by naming the elephant in the room: most reps aren’t spending their time selling. In fact, 72% of their day is consumed by non-revenue tasks, such as manual CRM updates, internal meetings, searching for data across tools. The result? 84% of sellers aren’t hitting quota.
The opportunity isn’t just cutting costs. AI, Brian argued, has the potential to fundamentally unlock sales performance…if it’s applied in ways that support how reps actually work, not add more overhead.
What Agentic AI Really Is
Leslie opened the next section by unpacking what “agentic AI” really means. It’s not about throwing a chatbot into your CRM or adding another layer of tech. It’s about giving software a level of agency with the ability to understand, act, and adapt on your behalf across systems.
She compared it to levels of automation, similar to self-driving cars. Most orgs today are stuck in Level 1: using general-purpose LLMs for individual tasks like drafting emails or summarizing notes. What we’re building at Squid operates at Level 2: enterprise-aware agents that plug into systems, interpret data, and take action automatically without disrupting existing workflows.
How Teams Are Using AI Agents
Leslie then walked through several live customer examples. One of the most compelling came from a client whose field reps were constantly on the move, with no time to enter data after every meeting. Instead of falling behind or manually logging notes later, they now use a mobile AI agent. Reps dictate short updates into their phone, and the agent pulls out key info, including opportunity size and blockers, and pushes structured updates straight into Salesforce.
Another customer used agents to overhaul their account planning process. Rather than relying on fragmented data and rep memory, their AI agent now builds comprehensive account plans by pulling from internal CRM records, public earnings reports, and even product usage metrics. It’s saving hours of prep time and helping the whole team align around clearer strategy.
What's Next: Operationalizing AI in Sales
To close things out, Brian returned with a forward-looking view. Many companies, he said, are still stuck in pilot purgatory. They are trying out a dozen AI tools without a clear plan for scaling. But that won’t cut it for long. The key, he stressed, is to move beyond experimentation and start embedding AI into core workflows.
He also called out the importance of trust and governance. With Squid, you can choose which LLMs to use, where data is processed, and who gets access so you can adopt AI without giving up necessary control or oversight.
The main takeaway? AI agents aren’t replacing reps. They’re augmenting them and cutting out the busywork, syncing siloed systems, and creating space for real selling. And that shift is already delivering massive results.
Curious to see what agentic AI could do for your sales org? Watch the full webinar here, or reach out to our team for a closer look.