What Should Businesses Prioritize to Build a Generative AI System for Sales?

[Ana]

As enterprise sales teams increasingly adopt AI, many are moving beyond generic AI assistants and looking to build a generative AI system for sales that fits their own workflows and business goals.

However, building a custom solution isn't just about selecting an LLM. It involves integrating CRM data, implementing RAG for accurate responses, ensuring data security, and creating AI agents that can assist with lead qualification, proposal generation, and customer interactions.

For those who have already started to build a generative AI system for sales, what was the biggest challenge?

Was integrating with existing sales platforms more difficult than expected?
How did you ensure the AI generated reliable and context-aware responses?
Did you build the solution in-house or work with an AI development partner?
Which use case delivered the fastest ROI?

I'd love to hear real-world experiences, best practices, and lessons learned from teams that have successfully implemented generative AI in their sales processes.