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Balancing Automation and Human Judgment in Sales Processes | RevGenius

Balancing Automation and Human Judgment in Sales Processes

·Jul 16, 2025 04:37 PM·

Hey all, I have one question for you: Where do you draw the line between automation and human judgment in your sales process today?

7 comments

· Sorted by Oldest

Vivi D.
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I'm curious, what’s working, and what still feels too risky to let AI to handle?
Vivi D.
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I think for example the onboarding calls where you understand client's mission, goals, unique needs are 100% need to be handled by human. As it's necessary to build trust from the start
Divya B.
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Vivi D. AI’s a game changer, but at the end of the day, it’s still the human part that makes sales work. Great sales = real conversations. Personalization, trust, understanding, that’s what moves deals.
WonSuk Y.
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Are there specific parts of your process that you’re thinking about automating?
Kejal S.
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My take is companies need to start with what I call HAI (Human + AI) and then slowly turn down the knob down on Human and slowly turn up the knob on AI. second - For each company the areas of AI impact will differ and each has to decide their own path.
handling inbound thru AI (i think this is the easiest)
outbound - lots of tools are helping automate this
messaging
account & contact research - low hanging fruit
lead scoring
lead gen thru existing customer base
external signals
evaluation + negotiation <-most difficult for AI today
legal - high impact of AI
customer support - highest impact of AI IMO
just some of the areas i can think of
Alec P.
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Which one matters most to you? Kejal S.
Kejal S.
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I am working w startups to help them move from 0 to 1, so for me and my customers, account research + contact research + messaging (less so) matters most