Artificial intelligence driven sales-force optimisation: Enhancing productivity, forecasting and customer engagement
Abstract
This paper reviews the expanding literature on AI’s role in sales-force effectiveness, spanning lead generation, customer relationship enhancement, forecasting accuracy, personalised selling, team management and emerging applications such as generative artificial intelligence (AI) and reinforcement learning. Building on empirical studies that demonstrate up to 30 per cent gains in lead qualification, 20 per cent improvements in forecast accuracy, and notable productivity increases from AI-driven coaching and dynamic pricing, it highlights technological capabilities and ethical challenges around data quality, algorithmic bias and governance. Managerial implications emphasise the need for robust data infrastructure and phased AI deployment via pilot projects, cross-functional collaboration and continuous upskilling; they also underscore the importance of explainability and human–AI collaboration to maintain trust and strategic alignment. Concluding with practical guidance, the paper argues that organisations integrating AI responsibly, balancing innovation with ethical oversight, will secure competitive advantages, while setting an agenda for future research on sustainable, human-centred AI in sales management. This article is also included in The Business & Management Collection which can be accessed at https://hstalks.com/business/.
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Author's Biography
Sandeep Puri is a professor at the Asian Institute of Management, where his research interests include marketing strategy, customer relationship management and sales management. His work has appeared in various publications, including the Harvard Business Review, Journal of Business Ethics and the European Journal of Marketing. He is a case method influencer/facilitator for Harvard Business Publishing, and the first Asian (outside Harvard Business School) to have over 100 publications listed with Harvard Business Publishing. Ivey Publishing awarded him the Bestseller Case Award for 2021–22, 2022–23 and 2023–24.
Shweta Pandey is an assistant professor and Deputy Director at SP Jain School of Global Management. She received her doctoral and master’s degrees in business management from the International Management Institute, Delhi. She has also worked for 11 years with GE Capital, earning certification as a Six Sigma Black Belt. Her research interests include consumer lifestyles and behaviour, internet marketing and marketing research. Her research has been published in various publications, including the Journal of Retailing and Consumer Services, Journal of Enterprise Information Management, Journal of Consumer Marketing and Harvard Business Review.
Citation
Puri, Sandeep and Pandey, Shweta (2025, September 1). Artificial intelligence driven sales-force optimisation: Enhancing productivity, forecasting and customer engagement. In the Applied Marketing Analytics: The Peer-Reviewed Journal, Volume 11, Issue 2. https://doi.org/10.69554/CPZQ7157.Publications LLP