Learn how leading B2B sales teams use AI tools like Crossbeam, Gong, Clay, and HubSpot to unlock pipeline, prioritize intent signals, and co-sell at scale.
Sales is no longer just an outreach game, it’s a data game.
As your buyers become more discerning and markets more saturated, high-performing revenue teams are replacing volume-based tactics with precision-driven strategies. The future of sales is being shaped by the rise of AI in B2B sales, where success depends on timing, context, and collaboration.
The modern AI sales tech stack is intent-led, data-rich, and ecosystem-powered.
It brings together the best AI tools for sales teams, from CRM and enrichment to engagement and forecasting, to help sellers discover, prioritize, and convert leads more efficiently. And crucially, it integrates partner ecosystem data in AI, making co-selling and account intelligence smarter, faster, and more scalable.
This isn’t just about automating outreach, it’s about rethinking how to use AI in the sales process to build revenue systems that are proactive, not reactive.
Here’s what this article has in-store for you:
- Build the foundation of your modern AI sales stack
- Build your AI sales stack
- Leverage your ecosystem
But first, let’s answer a very important question…
Why is AI sales tech booming?
The global sales tech market is projected to grow from $36.65 billion in 2023 to a staggering $104.47 billion by 2030, expanding at a compound annual growth rate (CAGR) of 16.3%. This explosive growth is fueled by:
- Rising adoption of AI and analytics to increase sales efficiency
- Increased focus on customer experience and personalization
- Shift to digital and virtual selling environments
- Demand for agile, SaaS-based solutions
- Proliferation of sales enablement tools and strategies
The foundation of a modern AI sales stack
Michel Lieben, CEO of ColdIQ, has distilled years of sales experimentation into a core truth: “If you’re not starting with the right inputs, it doesn’t matter how good your cold email is.”
“OpenAI and others are making it easier than ever to plug your AI into every data source you’ve got,” said Bob Moore, Crossbeam’s CEO. “But what you feed it matters more than how much, and most companies are missing the one quadrant that truly unlocks scale: partner ecosystem data.”
Here’s breakdown of first, second, and third-party intent data tools and use cases (based on the knowledge of Michel and Bob) that can help you boost pipeline quality and precision and build the foundation of your modern AI sales stack:
1. First-party intent: This data will help you observe and identify what buyers do on your turf. This includes signals like:
- For website visits leverage tools like Instantly.ai or Vector
- For product usage use tools like Pocus or Userpilot
- For tracking social engagement use Teamfluence™ or Letterdrop (use them for social selling too)
Use case: Visitors to your pricing page are tagged and retargeted with contextual outreach, turning anonymous traffic into qualified pipeline.
2. Second-party intent: Here’s when you discover insights and opportunities you wouldn’t know otherwise, for example, insights from known relationships. These are ecosystem-derived signals such as:
- Champion job changes tracked via or Common Room or Unify
- Partner overlaps and Ecosystem Intelligence via Crossbeam
- Peer reviews on sites like G2
Use case: Your prospect just became a customer of your partner’s company; thanks to your partner's overlaps report and notifications, your rep gets notified asap with Ecosystem Intelligence.
3. Third-party intent: This means getting signals from the wider market. This layer includes:
- Identifying hiring and org changes on LoneScale or Mantiks
- Tech stack changes via BuiltWith and Similarweb
- Funding rounds via Crunchbase
- AI-powered aggregation through Clay
Use case: Your system identifies that a company just received Series B funding and is scaling their sales team, triggering a custom outreach sequence.
By layering all three types of intent data, you move from generic outreach to precision sales. But we know that this isn’t all you need to succeed in sales. Intent is just the starting point. To turn signals into revenue, you also need a stack that supports automation, engagement, forecasting, collaboration, and execution.
That’s where the modern AI sales tech stack funnel comes in.
Building your modern sales tech stack
Here are some of the essential tools across the categories high-performing teams rely on:
CRM platforms
Salesforce
Salesforce is the enterprise standard for customizable CRM architecture, built to support complex workflows at scale. Its flexibility allows teams to track multi-stage enterprise deals, automate AE task management, and align sales motions across departments. Powered by Einstein AI, Salesforce enhances productivity with predictive lead scoring, opportunity insights, and intelligent task recommendations, helping reps focus on the deals most likely to close.
Check out the Crossbeam x Salesforce integration.
HubSpot
HubSpot offers an intuitive, all-in-one CRM solution ideal for growth-stage teams. With built-in marketing, sales, and service tools, it streamlines the entire customer journey. HubSpot’s automation capabilities allow teams to enroll inbound leads into personalized nurture workflows based on behavior and fit. Backed by AI-driven lead scoring and predictive deal analytics, HubSpot helps accelerate conversions and keeps sales teams aligned on the highest-impact opportunities.
Read more about Crossbeam Copilot for HubSpot.
Workflow orchestration
Clay
Clay streamlines prospecting by connecting and enriching multiple data sources into a single, automated workflow. It allows teams to build highly targeted outbound lists by combining signals like partner overlaps, recent funding, and hiring trends. Powered by AI, Clay dynamically scores and filters leads across these data layers, so reps can focus on the accounts with the highest intent and the greatest potential to convert.
Watch Clay and Crosbeam in action.
Outbound and sequencing tools
Salesloft
Salesloft is a leading multichannel sequencing platform that drives consistent, high-quality sales engagement. It enables teams to launch automated email and call cadences triggered by real-time account activity, ensuring outreach is timely and relevant. With machine learning, Salesloft suggests next-best actions and continuously optimizes cadence steps, helping reps increase response rates and move deals forward more efficiently.
Superglue.io
Superglue.io enhances personalization at scale by automating rep-to-prospect communication using CRM triggers. It alerts reps via Slack when opportunities go idle and generates ready-to-send message drafts tailored to each account. Leveraging generative AI, Superglue crafts hyper-personalized outreach in real time, keeping your pipeline active and your messaging relevant without adding to rep workload.
Learn more about Crossbeam and Superglue.
Sales intelligence and forecasting
Gong
Gong delivers powerful conversation intelligence that helps sales teams understand buyer behavior and assess deal health. By transcribing and analyzing sales calls using AI, Gong surfaces key insights, such as whether decision-makers are engaged or if critical topics are missing from conversations. These signals help teams identify deal risks early, track momentum, and provide targeted coaching to reps to keep deals on track.
Discover how you can use Gong and Crossbeam to amplify your sales cycle.
Clari
Clari is a real-time revenue forecasting platform that gives GTM teams a clear, data-driven view of pipeline health. It highlights at-risk deals, tracks changes in buyer engagement, and helps leaders forecast with greater accuracy. Powered by AI, Clari analyzes rep activity, deal signals, and engagement trends to predict revenue outcomes and guide strategic decision-making, turning pipeline visibility into a competitive advantage.
Check out the Crossbeam x Clari integration.
Meeting and scheduling
Chili Piper
Chili Piper streamlines the handoff between marketing and sales by automating lead routing and meeting booking. When a decision-maker submits a demo request, Chili Piper instantly qualifies the lead using AI-driven logic and routes them to the right rep, booking the meeting on the spot. This eliminates friction in the buyer journey, shortens response times, and ensures no high-intent lead slips through the cracks.
Learn how Chili Piper and Gong are using their own Crossbeam integrations to drive 7-figures per month with their partnership.
Ecosystem revenue and co-selling
Crossbeam
Crossbeam empowers sales teams to unlock hidden pipeline by revealing high-value partner overlaps across your ecosystem. As one of the best AI tools for sales teams, it intelligently identifies accounts actively engaging with your partners and surfaces real-time buying signals, allowing reps to prioritize outreach and coordinate warm, trust-based co-selling motions.
By leveraging partner ecosystem data in AI, Crossbeam transforms traditional account mapping into a strategic, scalable motion. With features like AI-powered Deal Alerts, AI Recommended Plays via Copilot, and intelligent scoring based on partner activity, it helps sales teams take decisive action with precision and context.
Take a look at our latest sales features here.
Contract and document management
PandaDoc
PandaDoc accelerates the closing process by streamlining proposal and contract workflows. Reps can quickly send pre-filled, branded proposals and receive real-time alerts when prospects engage with documents. Using AI, PandaDoc personalizes proposals at scale and tracks engagement insights, helping teams follow up at the right moment and close deals faster.
DocuSign
DocuSign provides secure, compliant e-signature and document management built for enterprise needs. It simplifies contract execution, whether it’s a single agreement or a complex procurement process, and ensures a smooth signing experience. Powered by machine learning, DocuSign predicts close timelines and flags potential delays, helping teams stay on track and maintain compliance.
Sales enablement and content management
HighSpot
HighSpot empowers sales teams to deliver the right message at the right moment by making it easy to find and use the most effective content. It intelligently recommends pitch decks, one-pagers, and other materials based on the buyer’s persona and deal stage. Leveraging historical data and AI, HighSpot surfaces the content that has driven the highest win rates, so reps can engage buyers with precision and confidence.
Ecosystem + AI = Sales performance multiplied
Sales technology is no longer just about managing contacts or sending emails. It’s about precision targeting, ecosystem intelligence, and AI-driven workflows that amplify human effort. Companies that align their GTM strategy with data-rich, intent-led tools like Crossbeam will unlock a competitive advantage rooted not just in activity, but in relevance.
The future of sales isn’t siloed. It’s collaborative, intelligent, and ecosystem-powered. Ready to Turn Ecosystem Data into Revenue?
Whether you're exploring how to use AI in the sales process or building out your AI sales tech stack, Crossbeam is the bridge between your CRM, partner network, and revenue operations. It’s where co-selling with AI becomes reality, turning cold accounts into qualified, ecosystem-backed opportunities.
Want to see how Crossbeam fits into your sales tech stack and fuels ecosystem-led growth?
Book a demo with the Crossbeam team and start turning your partner network into pipeline.
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