Top 10 AI Tools Every Sales Professional in Orem Should Know in 2025

Orem sales pros need AI in 2025 because small-business research shows this year's buyers expect smarter, faster, and more personalized journeys - and AI is the practical toolset that delivers them.

SMB Group's trend report highlights how generative and embedded AI reshape the buyer journey and force tighter integration with CRMs and collaboration tools (SMB Group: Top 10 SMB Technology Trends for 2025), while Qual IT underscores that AI is now an accessible “business partner” for SMBs, cutting repetitive work so reps can focus on high-value selling (Qual IT: Tech Trends That Small Business Owners Can't Ignore).

For Orem-specific playbooks and prompts that map these trends to local tools and accounts, see the practical guide for reps tailored to Orem's market (Will AI Replace Sales Jobs in Orem? - Practical Guide for Reps).

Bootcamp	Details
AI Essentials for Work	15 Weeks - Learn AI tools, prompt writing, and job-based AI skills. Early bird: $3,582; after: $3,942. AI Essentials for Work syllabus (15-week bootcamp) • Register for AI Essentials for Work

“IT is not a ‘set it and forget it' function – security and infrastructure need continuous auditing.” - John Nobis, V.P. Engineering

Selection began by mining SMB-focused roundups and hands-on tests - Pipedrive's practical guide to what makes a great AI sales tool and Close's tool-by-tool testing informed the checklist - then narrowing for what matters in Orem: tight CRM integration, low-friction onboarding, predictable pricing, and features that scale from solo reps to small teams.

Criteria were drawn directly from the research: integration, ease of use, scalability, customization, security/support and clear ROI (see Webisoft's evaluation framework and Pipedrive's SMB use cases for lead scoring, personalized outreach, meeting automation and better forecasting).

Each candidate had to offer trial or pilot paths, play nicely with common CRMs, and support better data hygiene and rep training so Orem sellers can adopt quickly; practical pilots and team training surfaced as deal-breakers.

Tools were then grouped by core value - conversation intelligence, outreach automation, copy generation, forecasting - and weighted toward vendors with SMB-friendly plans and proven small-business wins, ensuring the final Top 10 fits Utah's resource-conscious sellers rather than chasing every shiny feature.

“Be purposeful when adopting AI sales software. Choose tools that fit your team and process; don't adopt all shiny tools.”

Lindy is a practical no-code AI sales assistant that Orem reps can spin up quickly to stop deals slipping through the cracks: use Lindy's AI Sales Agent to qualify inbound leads, automate personalized follow-ups, update CRM fields, and even join meetings to transcribe and trigger next steps - then tweak behavior from a visual builder without writing code (Lindy AI Sales Agent - no-code AI sales assistant).

For small Utah teams juggling limited bandwidth, the promise is concrete: connect Gmail, HubSpot or Salesforce in minutes, run pilots with 400 free credits and 400 free tasks, and have agents live in under an hour so a one- or two-person shop can automate routine outreach while focusing on local relationships.

Lindy's templates and orchestration also make it easy to hand off between sales and support workflows, which matters for Orem businesses that need tight, predictable follow-up rather than one-off automations (Lindy AI sales agents vs support agents - differences and use cases).

Feature	Detail
Free trial	400 free credits • 400 free tasks
Integrations	Connects to CRM, Gmail, calendars; 3,000+ apps
Setup	No-code visual builder; agents running in under an hour
Pricing (sample)	Pro: $49.99/mo • Business: $299.99/mo

HubSpot Sales Hub brings an all-in-one CRM feel to Orem sellers by folding native AI into the everyday sales stack - think rules-based engagement and fit scoring plus AI-assisted predictive scores so reps can focus on high-probability accounts instead of chasing noise.

HubSpot's lead scoring tools let teams build engagement, fit, or combined scores that power lists, workflows, and alerts (and note: legacy score properties are being retired on August 31, 2025), while Marketing or Sales Hub Professional covers most scoring needs and Enterprise unlocks AI-generated engagement/fit models and predictive “likelihood to close” outputs; the AI models require a minimum sample size to train (example: 50 contacts with balanced converted/non-converted examples) and can surface signals that matter most for local SMB funnels (HubSpot Lead Scoring Software for Predictive Sales, HubSpot Multi-Account Management (BETA) for Multi-Account Data Mirroring).

Practical controls - decay settings, group limits, and thresholds - mean a demo sign-up can legitimately lose half its value after a month, so pipelines stay honest; for Utah businesses with multiple brands or agencies, multi-account data mirroring (beta, Enterprise) can share assets and customer context across accounts without recreating work.

Feature	Notes
Lead Scoring	Engagement, Fit, Combined; available in Marketing Hub/Sales Hub Professional & Enterprise
AI / Predictive Scores	Enterprise only; requires training sample (e.g., 50 contacts) for AI engagement/fit
Multi-Account Management (BETA)	Marketing Hub Enterprise required; supports data mirroring and asset copying across accounts

For Orem sales teams chasing predictable quarters, Salesforce Einstein (including Einstein GPT / Agentforce) turns CRM data into active guidance - think AI-driven forecasting, opportunity scoring, auto-generated emails and call summaries, and natural‑language “Flows” that create automation without code; these capabilities are grouped under Einstein's Copilot/Copilot Studio and Trust Layer so private CRM signals stay controlled while still powering generative content and next‑best‑actions.

Real-world pilots report improved forecast accuracy (one test cited up to 79% better accuracy) when data is clean and teams adopt the predictions into daily workflows; Salesforce's docs walk through Einstein Forecasting setup and how predictions are calculated for sales periods.

Bottom line for Utah reps: treat Einstein as a forecasting co‑pilot - start with one high‑value use case, clean the data, and use the built‑in explainability tools so managers can spot a slipping deal well before quarter‑end.

For more details, see the Salesforce Einstein GPT features and Copilot Studio guide (Salesforce Einstein GPT: features, Copilot Studio, and practical use cases), a walkthrough on improving forecasting with Einstein (How Salesforce Einstein improves sales forecasting - setup and test results), and Salesforce's official forecast documentation (Official documentation for Einstein Forecasting calculations and adjustments).

Feature	Note
Forecasting impact	Tests report up to 79% improvement in forecast accuracy
Generative CRM tools	Einstein GPT / Copilot Studio: Prompt Builder, Skills/Model Builder, BYOM
Pricing example	Sales Cloud Einstein & Einstein for Service: ~$50/user/month (included with Unlimited Edition)

“Send a follow-up task if an opportunity hasn't moved after 7 days and the predicted win rate drops below 40%.”

Clari gives Orem sales teams the kind of real-time forecasting and pipeline visibility that turns guesswork into action: its Time Series Data Hub timestamps CRM fields every 15 minutes and Clari's analytics - Flow, Waterfall, Pulse - let managers see exactly which deals moved and why, so a Monday morning “where did $2M go?” panic becomes a quick drill-down instead of a week-long mystery.

For Utah SMBs balancing tight headcount and seasonal buying patterns, Clari's models and scenario tools replace fragile spreadsheets with one source of truth, driving faster coaching, cleaner territory planning, and measurable wins (Databricks closed 169% more slipped deals with early detection).

Mobile access, Salesforce integration, and export APIs let finance and RevOps triangulate forecasts across systems, and Clari Forecast's AI-powered precision has even produced near-enterprise accuracy in trials (examples include 98% accuracy benchmarks).

See Clari Forecast for product details and the Flow Analytics write-up to visualize how pipelines actually change over time - practical next steps for Orem reps who need predictability, not surprises.

Clari Forecast • Clari Flow Analytics

Feature	Note
Time Series Data Hub	Tracks CRM field changes every 15 minutes for historical accuracy
Analytics	Flow, Waterfall, Pulse for real-time pipeline movement and root-cause insights
Forecast Accuracy	SentinelOne example: 98% by week two (product claims/case studies)
Integrations & API	Bi-directional Salesforce sync and export APIs for finance/BI

“Clari has provided our sales team with a common, unified view of our sales pipeline and activity, helping to drive our planning for current and future quarters against our revenue goals.” - Kevin Rubin, CFO, Alteryx, Inc.

Gong packages conversation intelligence and coaching into a single revenue platform that captures calls, web meetings, and emails, then transcribes and analyzes them with machine learning so Orem sellers can surface winning talk tracks, objections, and deal risks without replaying every call - in short, it turns scattered conversations into a searchable playbook.

For Utah teams juggling tight headcount and long sales cycles, Gong's deal warnings and interaction insights (for example, flags when a prospect shows no activity in 14 days or when next steps are missing) make it easier to spot slipping opportunities and coach reps before a quarter slips away; the platform's Call Spotlight and “Ask Anything” features push high-impact takeaways to reps and managers.

Gong is widely recognized (named a leader in CI by Forrester) and is powerful for coaching and forecasting, though research and reviews note it's best matched to organizations that can absorb the implementation effort and enterprise pricing model - worth considering when accuracy and repeatable coaching matter more than a lightweight note tool (Gong Conversation Intelligence platform overview, Gong Forrester leader recognition press release).

Feature	Note
Call recording & transcription	Captures Zoom/Teams/phone calls and creates searchable transcripts for coaching and playbooks
Deal warnings & interaction insights	Detects at‑risk patterns (e.g., no prospect activity in 14 days, missing next steps)
Pricing & fit	Enterprise-focused with platform fees and per-user pricing; powerful for orgs that can invest in implementation

“Gong insights help us learn, train our reps, and - most importantly - provide a better service to our customers and prospects. Working with Gong gives me confidence that we will succeed.” - Paul Santarelli, Chief Sales Officer, PitchBook

Salesloft is the playbook engine Orem reps need when the inbox is loud and time is tight: its adaptive cadences and AI agents turn buyer signals into action so sellers can prioritize the right accounts, personalize at scale, and stop guessing which outreach works.

Cadence automation combines multi-channel touches, A/B testing, and account agents that turn hours of research into minutes - boosting engagement by as much as 4.7x - while “allbound” practices nudge teams toward multi-threaded, data-driven prospecting with connect-rate targets (10–15%) and clear activity benchmarks for growing buying committees (Salesloft cadence automation and AI agents page).

For small Utah teams juggling demo-heavy selling, Salesloft also supports demo automation and plugins that insert interactive demos directly into cadences to qualify buyers between calls (Consensus demo plugin for Salesloft support article); the platform promises measurable wins fast (teams often see meaningful productivity in the first 10 days) and can reclaim roughly two hours per rep each day by cutting manual busywork (Allbound prospecting guide from Salesloft).

Reply.io is a practical multichannel engine for Orem sellers who need predictable outreach without extra headcount: its platform builds conditional sequences that move prospects across email, LinkedIn, calls, SMS and WhatsApp, pulls from a large B2B database, and even books meetings automatically - so a one‑ or two‑person sales team can reclaim up to 10 hours a week and focus on closing.

Features that matter locally include unlimited mailboxes and warm‑ups for strong deliverability, a Chrome extension to capture verified emails, and Jason, Reply's AI SDR Agent, which personalizes messages at scale and can run 24/7 to keep pipeline motion when reps are offline (Reply.io sales outreach platform, Jason AI SDR agent for automated sales development, Reply.io features for multichannel outreach).

Pricing is flexible - multichannel plans start around $89/user/month while Jason AI SDR engagements begin near $500/month - so Utah SMBs can pilot hands‑off outreach before scaling.

Feature	Note
Multichannel outreach	Email, LinkedIn, calls, SMS, WhatsApp with conditional sequences
AI SDR (Jason)	Personalization, 24/7 operations, meeting booking - Jason starts ~ $500/mo
Deliverability	Unlimited mailboxes and warm‑up included; anti‑spam suite
Trials & onboarding	14‑day free trial / no credit card required; CSM onboarding for higher tiers

“We transformed our small sales team of 3-5 to have the sales strength of 15-20 just by using Reply.io outreach platform.”

For Orem sales teams that still rely on cold outreach, lemlist is the kind of practical tool that turns one-size-fits-all blasts into conversations: its AI-powered personalization can lift open rates by at least 26% and generates hyper-specific icebreakers, dynamic images or short videos that can even insert a lead's name and profile photo to grab attention before the subject line is read (lemlist AI-powered personalization guide).

Built for multichannel prospecting, lemlist pulls verified contacts from a 450M+ database, syncs with HubSpot or Salesforce, and runs email + LinkedIn + call sequences from one dashboard so a two‑person Utah sales shop can behave like a well-staffed outbound team.

Deliverability is treated as a feature, not an afterthought - every seat includes lemwarm to warm sender reputations and keep messages out of spam - so local SMBs don't waste momentum on undelivered campaigns (lemlist lemwarm deliverability overview).

For teams focused on predictable meeting volume, lemlist's multichannel engine, AI variables, and built-in verification make personalization profitable, not just pretty.

Feature	Notes
Personalization	AI variables, dynamic images/videos, custom icebreakers
Deliverability	lemwarm built-in warm-up and inbox health tips
Pricing (examples)	Email Pro ≈ $69/mo • Multichannel Expert ≈ $99/mo (plans & trial available)

“I wholeheartedly recommend lemlist as my absolute MUST‑HAVE tool for prospecting.” - Sabina Lenoble, VP of Business Development at The Smiley Company

For Orem sales teams that need smarter lists and cleaner CRMs without adding headcount, Clay is the no-code enrichment and workflow engine that turns raw leads into action-ready profiles - pull verified emails and phone numbers, append firmographics and technographics, score leads, and push everything back to HubSpot or Salesforce so reps see real opportunity signals instead of guessing.

Clay's multi-source “waterfall” enrichment and AI research agent access 130+ premium providers and real-time intent signals, so a messy demo signup can become a one-page briefing with title, tech stack, a verified contact and a tailored first-sentence for outreach in minutes; that kind of speed is the difference between a cold follow-up and a booked meeting.

For Utah sellers balancing seasonal demand and small teams, Clay's templates and CRM automations make TAM sourcing, inbound routing, and ABM workflows repeatable and measurable - explore Clay's platform overview and its data enrichment guide to map specific playbooks to local accounts (Clay platform overview, Clay data enrichment guide).

Feature	Note
Data sources	130+ premium providers & multi-source waterfall enrichment
CRM sync	Native pushes to HubSpot, Salesforce and 140+ integrations
Impact	Trusted by 300,000+ GTM teams • “4h/week saved” on inbound enrichment
Compliance	SOC 2 Type II, GDPR and CCPA support

“Clay should be an essential pillar of every company's GTM stack...” - Stevie Case, CRO

Copy.ai is the fast, practical writing partner Orem reps need when a busy week and local meetings leave little time for crafted outreach: use its Copy.ai sales email templates for personalized outreach and the “Chat/Workflows” features to spin up personalized cold emails, follow-ups, or sale announcements in seconds, then push those drafts into sequences or CRMs via Zapier for repeatable playbooks that scale from solo founders to two‑person teams.

Beyond one-off drafts, Copy.ai GTM AI platform and Workflows for automated sales sequences automate research, dynamic personalization, and multistep sequences - so a messy demo signup can become a polished, prospect-specific outreach sequence without pulling a rep off calls.

For Utah sellers chasing predictable meetings, that means reclaiming hours each week and sending messages that read like they were written by a local colleague - not a template - which can be the difference between an ignored inbox and a scheduled demo.

Start small, pick one high‑impact use case, and measure everything: Orem teams should pilot an AI for a single pain point (chatbot for the three most common questions or an automated demo engine) so benefits and costs are visible - remember that over 40% of sales pros already use AI and reported measurable gains, and 80%+ of reps say AI makes customer insights easier to get, with many teams seeing revenue growth (goconsensus' roundup is a practical place to compare tools).

Use a clear ROI formula (Dialzara's conversational‑AI ROI approach breaks costs, benefits and pilot math into simple steps) and prioritize CRM integration and data quality so predictions and workflows actually work in daily reps' routines.

Start with a time‑boxed pilot, track CSAT, conversion lift and time saved, then scale the winning playbook while keeping a human hand on high‑touch accounts; Capacity's small‑business guide stresses automating repetitive tasks first and integrating AI into existing workflows for the fastest payback.

For reps and managers wanting practical skills, consider formal training - Nucamp's AI Essentials for Work bootcamp - registration and syllabus teaches prompt writing and workplace AI use cases so local teams can run pilots and adopt tools faster.

Bootcamp	Length	Cost (early/after)	Register
AI Essentials for Work	15 Weeks	$3,582 / $3,942	AI Essentials for Work bootcamp - registration and syllabus