Generative AI for Sales Teams

Your sales team is already using generative AI

Whether or not there is a policy for it, someone on your team is summarizing calls with ChatGPT, someone is asking Claude to tighten a proposal, and someone on the data team is writing SQL with GitHub Copilot. These are useful tools, and banning them outright rarely works: people keep using them, they just stop telling you.

The real issue is how they are used. A customer list pasted into a personal chat account, a margin report uploaded for a summary, different numbers because everyone asked the question their own way. We help you bring generative AI into sales with privacy by design, proper permissions and a single source of truth.

Claude, ChatGPT and GitHub Copilot: what each one is for

Claude

Anthropic's model, well suited to drafting, summarizing and analyzing long documents such as proposals, meeting notes or tenders. Besides its own app, it is available inside Google Cloud, so it can sit in the same cloud where your data already lives.

ChatGPT

OpenAI's assistant, widely used to prepare meetings, write emails and organize ideas. It has business plans whose data terms differ from those of a personal account.

GitHub Copilot

A coding assistant inside the editor. It helps data teams write SQL, dbt models and Python transformations, always with a person reviewing before anything reaches production.

The risk is not the tool but what gets pasted into it. When a rep copies names, emails and revenue figures into a personal chat account, that personal data leaves your company's environment and goes to a provider you may have no data processing agreement with, and nobody really knows where it is stored or for how long. Under GDPR, that is a problem even when the intent was good.

What works is an alternative that is just as convenient:

Company accounts, not personal ones, with data terms someone has actually reviewed.
A short written guide on what can be pasted and what cannot.
For questions about sales and customers, an agent connected to your data instead of a chat window with a spreadsheet attached.

Pasting data into a chat vs. an agent connected to your data

Pasting an export into a chat has three problems beyond privacy. The data is a snapshot that stops being true the next day. Nobody controls who sees what, because the chat has no idea that this rep should not see another team's accounts. And everyone ends up with their own version of the numbers, which is exactly what you were trying to avoid.

An agent connected to your data works the other way around. Sales Copilot, our conversational analytics agent, runs server-side inside your company's own Google Cloud: data never leaves your environment, is not sent to third parties and is never used to train models. It respects role-based permissions the way your CRM does, answers from the same source that feeds your dashboards, and is designed to comply with GDPR and Spain's National Security Framework (ENS).

How we roll out generative AI in a sales team

1
Map current use
We look at which tools your team already uses, for which tasks and with what data.
2
Rules and accounts
We propose which tool fits each task, with company accounts and a brief guide on what data stays out.
3
One source of truth
If your sales data is scattered, we organize it in the data warehouse before connecting any AI to it.
4
An agent with permissions
For sales questions, we connect an agent with role-based access and tune it with your team until it answers what they need.

Generative AI for sales: FAQ

Can our team use ChatGPT with customer data?

With personal data, only through business accounts whose terms you have reviewed and where you know how the data is processed; for analyzing sales, an agent that queries your data without copying it is the safer route.

Claude or ChatGPT for a sales team?

Both are good at drafting and summarizing; we choose based on where your data and accounts already are, for example Claude inside Google Cloud if that is where you work.

What is the difference between generative AI and conversational analytics?

Generative AI writes and summarizes text; conversational analytics uses that ability to answer questions about your data by querying your data warehouse, with permissions.

Sales Copilot Conversational analytics Data strategy

Generative AI for your sales team: let's talk

Tell us how your team uses AI today and what worries you about it. In 30 minutes we will tell you where we would start, and if we cannot help, we will tell you that too.

Book a 30-minute call