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How can your B2B sales improve substantially with the power of AI?
The future of B2B sales will be defined by how effectively strategy, data and technology work together.
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Learn how we can help you make the most of your business transformation.
Too often, today’s B2B sales processes are slow, inefficient and fragmented. The root cause is typically complex, disconnected processes and data, compounded by high levels of manual effort and low automation. As a result, sales teams spend too much time on administrative tasks and lack the insights they need — reducing productivity and limiting time spent with customers.
To accelerate their journey toward becoming an agentic enterprise, businesses must harness technology to connect business and organizational orchestration. EY team is helping shape the future of B2B sales by enabling end‑to‑end transformation of how sales teams operate — supporting more intelligent offerings, higher win rates, improved productivity and a stronger customer experience.
Integration, automation and simplification
The EY Future of Sales approach addresses and answers the pain points in today’s sales process by breaking down functional silos, gathering information from different data sources — and combining all sales-relevant information and insight on a single user-friendly platform. Powered by agentic artificial intelligence (AI)-enabled automation, the reinvented sales process boosts salespeople’s efficiency and speed, while allowing more face-time with the client and tailoring the journey experience to each customer’s individual needs. These improvements also generate higher agreement levels among the sales force.
The outcome is higher sales revenue — and improved organizational value. EY Future of Sales generates a win-win by simultaneously boosting revenue and decreasing operational costs, alongside facilitating higher growth through increased flexibility and resilience. The results speak for themselves: We’ve seen sellers implementing agentic AI realize 20% productivity gains and increase their customer acquisition by 2.1 times. What’s more, salespeople with strong AI skills are 3.7 times more likely to meet their sales quotas.
Democratizing sales through the Sales Helper Agent
How do we provide these outcomes? Through our AI Sales Helper Agent, which democratizes sales and supports the salesperson end-to-end through every interaction by:
- Generating personalized and tailored assets simply and easily throughout the sales cycle such as sales pitches, proposals, RFP responses, contracts, legal documents and more, all compliant with legal and brand guidelines
- Integrating with the existing technology stack such as CRM, and managing and updating these systems as needed
- Supporting dynamic creation of solutions, products and bundles, including bespoke pricing and aspects such as financing
- Integrating multiple entities — including the core company and EY’s multiple partners and alliances — into single orchestrated agentic workflows that empower one sales resource to sell combined solutions
- Providing in-context sales, product and solution training during live sales cycles, removing the need for traditional training techniques
The Future of Sales in action
To bring this vision to life, meet Sarah — a B2B sales representative managing several hundred accounts at Sonoma Technologies. The following illustrative scenarios show how the EY AI Sales Helper Agent supports day‑to‑day sales activities, helping to streamline work and deliver timely insights and guidance. The three everyday use cases below demonstrate where and how the Future of Sales solution generates higher business value in practice.
First, customer market analytics
While she’s at the airport on a business trip, Sarah receives an AI-driven alert about a time-critical change at one of her customer accounts. Having interacted with the AI agent for further insight, she uses it to help her draft and communicate an offer tailored to the client’s new context — immediately turning changing conditions into a concrete sales opportunity, even while on the move.
Second, solution recommendation and behavioral targeting
Building on the initial proposal, Sarah continues to refine the offer together with the AI agent, drawing on the agent’s recommendations on solution components, pricing and positioning. In parallel, behavioral targeting capabilities analyze how the customer has reacted to past proposals to help Sarah refine the messaging, structure and timing of the offer. The AI agent also draws on internal customer data to suggest improvements or alternative approaches, further enhancing relevance and conversion likelihood.
Third, sales training and coaching
As the offer evolves, Sarah understands that AI-related topics play an important role in the customer conversation, while her own expertise in this area is limited. So the AI agent proactively supports her by providing concise background information, explaining the relevant concepts in the context of the current deal, and recommending targeted training and coaching modules. These include short learning units and practical guidance that can be directly embedded into Sarah’s daily workflow. As a result, Sarah quickly builds her confidence and effectiveness without interrupting her productivity.
Continuing the conversation: realizing the potential of agentification
In our view, the transition from today’s legacy B2B sales to the integrated, efficient, end-to-end process of the future is not an option. Instead, it’s a business imperative for every organization in order to stay competitive and drive future growth.
Please feel free to connect with our professionals to explore how we collaborate with clients to turn the Future of Sales into reality in their business — integrating strategy and technology to modernize their sales engine and generate proven higher value.
Our partner ecosystem and alliances
By combining EY business knowledge with ecosystem partner technology and assets, EY teams offer innovative cloud-based platform solutions that help optimize business processes and reimagine entire business functions. Together, we help address clients' toughest problems and help them outpace the market. Check the EY Partner Ecosystem.