AI is everywhere right now—but between the hype and the headlines, most sales and marketing teams are still asking: what does it look like in practice?
That’s why we hosted our recent “Beyond the Hype: How AI Can Drive Sales” workshop. Instead of theories or futurism, we shared real workflows our team at Vye uses every day to:
- Save hours on sales proposals
- Spot opportunities before they’re missed
- Align marketing and sales around customer pain points
If you missed it, you can watch the video below or read the quick recap of what we covered, plus resources to help you start applying AI in your own process.
Why AI for sales teams isn’t just hype
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Most teams still waste hours every week on “hidden taxes” like writing sales briefs, logging CRM notes, or pulling reports manually.
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AI can automate much of this grunt work, letting sellers focus on listening, asking better questions, and building relationships.
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The key isn’t “more tools”—it’s embedding AI where you already work (like HubSpot).
Workflow #1: from call notes to proposals in minutes
We showed how Otter (AI notetaker) + ChatGPT + HubSpot work together:
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Otter joins your sales calls and automatically logs transcripts into HubSpot.
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Those transcripts are mapped to your sales brief questions (budget, authority, needs, objections, etc.).
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Instead of rewriting notes and briefs by hand, you already have structured insights ready in your CRM.
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From there, ChatGPT drafts a client-ready proposal—so you spend your time refining, not starting from scratch.
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Result: What used to take hours can now take 15–30 minutes.
👉 As Dale put it: “We’ve cut 90% of the manual work out of proposals. AI does the heavy lifting, and we focus on making it better.”
Workflow #2: instant pipeline intelligence with HubSpot + ChatGPT
This one wowed a lot of folks. With the HubSpot + ChatGPT Deep Research Connector:
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ChatGPT reads your HubSpot data (contacts, deals, notes, activities) and gives you cited insights.
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No more downloading spreadsheets or building custom reports for every question.
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You can ask: “What deals are stuck this quarter?” or “Which accounts have gone quiet for 30+ days?” and get answers in minutes.
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It doesn’t just say what is happening—it explains why, and suggests next steps.
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Bonus: you can anonymize data for demos or leadership updates, which keeps client info safe.
👉 Think about the exec update in Rose, Thorn, Bud format (what’s working, what’s not, and where are the opportunities). AI can prep that in one click.
Workflow #3: turning sales call insights into marketing fuel
We also looked at how AI helps bridge sales and marketing:
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AI analyzes call transcripts from the past 90 days to surface common pain points.
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Instead of waiting weeks for sales to hand off notes, marketing gets a list of the top challenges customers are voicing.
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From there, ChatGPT suggests content or offers to address those exact pain points.
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What used to be a weeklong alignment project is now a 30-minute brainstorm with actionable outputs.
👉 One example from the workshop: Taking “integration headaches” as a repeated pain point and spinning that into a campaign on “5 Ways to Simplify Your Tech Stack Without Rebuilding It.”
Keys to making AI for sales actually work
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Clean data is non-negotiable. As Dale said: “Garbage in, garbage out.” Make sure owners, lifecycle stages, and associations in HubSpot are consistent.
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Context matters. Treat ChatGPT like a toddler—it needs to be told who you are, what your company does, and what you’re trying to accomplish. Otherwise, the outputs will be generic.
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Prompting is a skill. The more you practice, the better the results. Start specific, constrain the scope, and always ask for the action, not just the insight.
Questions we answered during Q&A
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Is the AI notetaker functionality available in HubSpot? → Yes, it’s in beta now, and you can sign up to start using it.
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Where does AI save the most time? → Drafting proposals, sales briefs, and pipeline analysis.
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How do you train AI to “think like your company”? → By feeding it your sales briefs, agendas, and key qualification questions so it structures notes your way.
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What about data security? → HubSpot permissions are respected; your CRM data doesn’t leave the platform or get used for AI training.
Free resources to get you started
We didn’t just want to show examples—we wanted to give you tools you can put into play right away.
🎁 AI Prompt Starter Kit – A deck of prompts by role and workflow you can copy, paste, and adapt today.
🎁 Free AI Readiness HubSpot Audit – We’ll check your CRM setup for gaps so you’re ready to get useful results with AI. (You’ll need to sign up—here’s the link).
Final thought
AI in sales isn’t about replacing people—it’s about giving them time back to do the work that actually moves the needle. The teams that figure this out now will have a serious competitive advantage.
If you’re curious about how this fits into your sales or marketing process, grab the prompt kit and sign up for the AI Readiness HubSpot Audit. Let’s make sure your CRM is ready, and then start building the workflows that free up your team to sell smarter.