How AI Is Reshaping Sales Workflows: A More Proactive Approach to Referral Growth 

What if the knowledge in your CRM showed up before your reps had to look for it?

Your CRM holds years of relationship history. The challenge is making that knowledge useful when reps need it — whether they’re preparing for a visit, following up, or taking over a new account.

That’s where AI is reshaping the role of a CRM. Watch the on-demand webinar to see how AI is helping reps save time, work smarter, and turn everyday CRM activity into better preparation and follow-up.

In this webinar, we discussed:

• • How AI is shifting CRM beyond activity tracking
  • Where AI fits into the rep’s day-to-day workflow
  • Ways to save reps time and streamline pre-call preparation
  • How to surface gaps, follow-ups, and next steps more effectively

Why better notes and account knowledge matter for continuity across the team

You’ll also get a first look at AI Trella Takeaways and AI Assist, new Trella AI-enabled capabilities designed to help reps act with more insight and enable sales leaders to run more efficient, proactive teams.