销售人员使用生成式AI趋势报告（英）-10页_4mb

Salesforce Research Summary: Generative AI in Sales

Research Methodology

• Conducted via YouGov survey with 4,135 full-time employees (including 1,036 sales professionals) across the US, UK, and Australia in May 2023. Data weighted and representative of full-time employees aged 18+.

Key Findings

01: Generative AI Helps Sales Teams Improve Productivity and Sales

• Usage Benefits: 58% of sales professionals believe generative AI helps or will help increase job productivity, potentially saving 4.5 hours/week. 56% say it aids in increasing sales. 61% agree it enhances customer service.
• Common Applications: Sales teams currently use AI for prospecting emails, account research, sales report creation, and strategy development.

02: Low Adoption Due to Skills and Trust Gaps

• Current Usage: Only about 33% of sales professionals are using or experimenting with generative AI, which is higher than service but lower than marketing adoption rates.
• Skills Challenges: 51% report low confidence in safely using AI at work; 47% admit lacking knowledge on maximizing its value.
• Trust Issues: 73% believe AI introduces new security risks; 49% feel outputs are inaccurate. Concerns about inadequate company data security are high.

03: Demand for Oversight, Guidelines, and Secure Data

• Human Oversight: 56% of sales professionals prioritize human involvement in AI processes to verify accuracy and context.
• Ethical Guidelines: 54% say ethical use guidelines are critical for successfully implementing generative AI. 63% think companies' data is not sufficiently protected for AI use.
• Security Prep: Many sales teams worry about data vulnerabilities, emphasizing the need for enhanced safeguards and monitoring.

04: High Demand for Training and Preparation

• Training Expectations: 63% of sales professionals expect their employers to offer AI learning opportunities; but only 34% (20% currently and 14% planning) report actual company support.
• Career Impact: 39% worry about job security if they don't learn AI, while 56% see AI transforming the skills needed in sales roles.

Forward-Looking Insights

• Generative AI is seen as transformative, with early adopters gaining competitive advantage due to its initial wave. Emphasis is placed on preparing for long-term use through data reduction, human oversight, and training to navigate future AI trends.