AI-Assisted Show and Tell
AI is changing how SaaS GTM teams research accounts, personalise outreach, manage pipeline and coach salespeople. The opportunity is real — but the teams seeing the most value are starting with practical problems, testing carefully and keeping their people at the centre of the work.
In this KiwiSaaS webinar, Glen Jones from Carepatron and Dulan Perera from Re-Leased share live examples of AI workflows their teams are using today. The discussion covers where AI is making a difference across prospecting, account research, sales coaching, CRM hygiene and qualification — plus what to consider before you build or buy.
Key themes:
Start with the sales problem, not the AI tool
Glen and Dulan discuss the importance of identifying the metric, bottleneck or workflow that needs improving before deciding whether AI is the right answer.Use AI to bring account context into the workflow
See how AI can pull together research, historical deal information, customer data and suggested talking points — helping reps prepare for conversations without jumping between systems.Make personalised outreach more practical at scale
The session explores AI-supported outreach for selected accounts, closed-lost opportunities and recycled leads, while keeping email as one part of a wider, multi-channel sales approach.Strengthen coaching and CRM hygiene
AI can analyse sales calls, surface feedback and populate deal information against an existing sales framework. But both Glen and Dulan stress that manager involvement remains essential for coaching to stick.Test, measure and stay flexible
Glen and Dulan share a practical approach to experimentation: run contained tests, look for a clear signal, and weigh the ongoing maintenance and resourcing required before scaling a workflow.Give buyers options to explore on their terms
Dulan shares Re-Leased’s experiment with an agent-led product demo, designed to help prospects explore the product earlier while allowing sales teams to focus their time on higher-intent conversations.
Key takeaways:
Start with a clear sales bottleneck or business metric before investing in an AI workflow.
Keep AI close to the systems your team already works in, rather than creating more tools and context switching.
Run small, contained experiments before rolling new workflows out across the business.
Use AI-generated insights to support human coaching and decision-making, not replace them.
Factor in governance, integrations, email deliverability and ongoing maintenance when weighing up build versus buy.
Watch the full discussion to explore these ideas in more depth.