Blog · Published · Updated
AI in sales: preparing for a sales call
Short answer
AI helps you prepare a sales call by ordering the contact history and the questions for the client into a short note: confirmed facts with their date and source, open topics and the goal of the meeting. A company profile found on the web does not confirm its budget or an intent to buy, so the note leads to questions.
- net for implementation for a team of up to 10 people, paid once
- from €1,150
- from start to work of the entire team
- 2 weeks
- after this time, we measure the effect on the same tasks
- 30 days
- conversation with an engineer and a written plan within 2 business days
- €0
We belong to the OpenAI and Anthropic partner programmes and learn through their official courses. What this means ↓
Author: Syntalith · 3 min read
Statistics
Sales and AI: statistics 2026
0.7 mo.
payback of a €1,150 training day for 8 people saving 1.5 hours a week each: €1,813 of time recovered against €143 of licences a month. Scenario.
15%
According to Brynjolfsson, Li and Raymond (2025), customer support agents with AI help resolved 15% more issues an hour on average, in a study of 5,172 people.
Source: Brynjolfsson, Li and Raymond, The Quarterly Journal of Economics (2025) ↗
40%
According to a study published in Science (2023), ChatGPT cut the time 453 professionals spent on writing tasks by 40%.
Source: Noy and Zhang, Science (2023) ↗
34.7%
According to Eurostat (2025), 34.7% of EU companies that use AI apply it to marketing or sales.
47%
According to the European Commission (2026), customer service is the most common use of AI among small and medium-sized EU companies that already use it: 47%.
Source: European Commission, Flash Eurobarometer 578 (2026) ↗
Figures checked: 22 October 2026
- 01Opportunitythe right case in the CRM
- 02Factsagreements with a date and a source
- 03Opentopics the client has not answered
- 04Questionswhat to confirm at the meeting
- 05Goalwhich step should come out of the call
Start with what the client said
Choose the right opportunity in the CRM and the latest correspondence. Check that the materials concern the current conversation, because the same company may have had a different project before. Keep the date and the source for each point. If the person handling the case changed after a meeting, their note may explain why a step agreed earlier was not taken.
In a fictional example, the client wrote that they want to shorten the preparation of a report. Their company website mentions a new branch. You can ask whether the new branch will affect reporting. There is no basis for writing in the CRM that the client needs a new system for all sites.
The note should lead to questions
For a salesperson, one unexplained sentence such as „we collect the data by hand” may matter more than a long company history. Prepare a question about who collects it, from which sources and what happens when information is missing. A specialist joining the meeting needs to know which of these points they are there to help clarify.
Ask AI to show the basis for each point. When the model proposes a hypothesis, keep it in the questions section. Information about a planned conversation with a director does not prove that the director approves the purchase.
Microsoft describes a meeting preparation card in Teams that uses the context of contacts and the CRM. The documentation lists requirements, including an external contact saved in the CRM, and the limits of the feature. Some generative features use Bing Search, so the administrator should also check the data flow. Microsoft description, checked on 9 October 2026.
How do you judge whether the preparation helps?
Give the note to a colleague who was not in the previous conversation. They should be able to say what the client confirmed and what needs asking. Check whether they can open the sources without searching the whole mailbox. Record the preparation time including the check, and the number of statements that need correcting. This is a proposed trial. It reports no result of a tool test.
If the contact history is incomplete, fix the CRM records first. With a small number of cases, a shared preparation template is enough. Consider pulling correspondence automatically only after the access scope and the way of checking the result are settled.
Syntalith can agree training for a sales team. The process review at Syntalith is free, automations, apps and agents start from €3,000 net, and team training from €1,150 net a day (pricing). The sessions can cover preparing a call and correcting the note after the team lead's comments. A connection to the CRM is a separate scope, described in the AI in B2B sales offer. Start the conversation about working together with a situation where a salesperson had to find out again something the company already knew.
What it costs
- Time saved
- 8 people × 1.5 h a week × 4.33 = 52.0 h
- Value of that time
- €1,813
- Licences
- $160 (€143)
- Left after licences
- €1,670 a month
Payback of a €1,150 training day
0.7 months
The hours saved are the scenario's assumption, which we check by timing tasks before the training and after 30 days. €34.90 an hour is the EU average hourly labour cost for 2025 according to Eurostat. Claude Team seats at $20 per person a month, at the ECB rate of 1.1205 USD per euro on 22 October 2026.
- The time of the task before the training and after 30 days
- The corrections made by the person checking the result
- Tasks where a participant still needs help
- Licences and tools cleared for work
Where to start
We run the workshop as part of team training, from €1,150 net a day. For the free review, a description of one task the team does every week and the tools it uses is enough. You receive the written training programme within 2 working days.
„I already use AI.”
Your people too. Just no rules.
From our conversations with companies
5 na 10 employees paste sensitive data into private AI accounts: contracts, invoices, customer data.
In ESET survey (2026)
1 na 10 admits this in the survey.
Customer data pasted into a private AI account without an data processing agreement is a violation of the GDPR.
Don't worry, we won't tell anyone :)
What do we see in companies that "already use"
- Only ChatGPT or Claude accounts, without plugins, skills, integrations and MCP servers with company tools.
- Company programs are not connected to AI. People still click through systems and Excel, and enter chat data manually.
- Lack of company standards: everyone writes instructions in their own way, no one shares what works.
- No rules for personal data, GDPR and company secrets.
- No limits and no visibility: no one knows who uses AI, how much and for what.
62% Polish employees use AI at work · 27% companies have written rules for working with AI.
Source: ESET and DAGMA, Cyberportrait of Polish business 2026 (March 2026, 1,026 people) ↗
ChatGPT or Claude space review
Accounts, permissions, rules for working with data and 5 tasks set for the team. 1 day.
€450 net
Company accounts, rules of working with data and team training in 2 weeks, from €1,150 net.View implementation for the team →
„Is my data safe?”
Yes. You choose where they go: from your company account to the model on your server.
00Employee's private account
Customer and company data ends up in an account that the company cannot see or control. There is no data processing agreement, so it is a violation of the GDPR. When an employee leaves, the chat history goes with them.
01ChatGPT or Claude corporate account
The provider does not use your data to train models. A copy of the queries remains in his logs for up to 30 days.
02API with zero retention (ZDR)
The provider processes the request and does not save anything. It requires his consent, we prepare the application together.
03Processing in the EU
Queries are counted and stored in Europe: OpenAI in the EU region, Claude via clouds with the EU region.
04Model at your place
The open model runs on your server or in your cloud in the EU. The data does not go outside the company.
What we do with every implementation
- Confidentiality agreement and data processing agreement before we receive any data.
- You choose the cases for the prototype and we anonymize them upon request.
- The data stays in the EU and we delete it after the test.
- Corporate accounts with an administrator on your side.
When data cannot leave the company
The open model runs on your server or in your cloud in the EU. To choose from:
- White-tailed eagle
- Polish model, SpeakLeash and ACK Cyfronet AGH
- PLLUM
- Polish model, HIVE consortium commissioned by the Ministry of Digitization
- Qwen
- Alibaba
- GLM
- Zhipu AI
- DeepSeek
- DeepSeek
We select a model for the task and check it on your cases. We run it, tune it and maintain it.
Source: Bielik and PLLuM, ACK Cyfronet AGH ↗ · PLLuM, Ministry of Digitization ↗
Do you have a lot of your own data? We will fine-tune the small model.
- 1 Your examples
- 2 tuning
- 3 test on new cases
- 4 model at your place
When you have thousands of similar emails, documents or reports, we teach a small open model based on your examples. It works for you, responds quickly and costs less to maintain than a large model. We measure quality on issues that the model has not seen while learning.
Przemysław and Piotr did it in large programming and consulting companies. Artem did it before and does it today at Syntalith. It's about models on your own infrastructure, tuning and quality measurement.
You choose the protection level during the interview. We sign the data processing agreement before we see any data.Schedule a free analysis →
Price
Three packages. You know the price right away.
Team of up to 10 people
from €1,150
net, paid once · 2 weeks
Company, from 11 to 40 people
from €2,300
net, paid once · 3–4 weeks
Organization, over 40 people
from €4,600
net, paid once · 6–8 weeks
- The same packages once you have licenses. To start, an inspection of the space in 1 day is enough: €450 net.
- You buy Claude Team licenses directly from Anthropic, without our markup: USD 20 per person per month for annual payment or USD 25 for monthly payment, from 2 to 150 people.
From conversation to measurement
01 · 30 min
Free process review€0
An engineer picks 3 to 5 of your team's tasks with you. Written plan within 2 working days.
02 · 2 weeks
Rolloutfrom €1,150
Accounts and roles, rules for working with data, training on your team's tasks. You buy licences directly from the provider.
03 · after 30 days
Measurementincluded
We compare task times before and after. We name in writing the tasks worth handing to a system.
or call+48 888 78 48 78WhatsAppMon–Fri 9:00–17:00 CET
Worked example · Scenario
How we count the payback: preparing sales calls
We run the same count for your sales team in the free review.
€3,490
a month for quoting 150 enquiries by hand
Payback: 1 mo.
40 minutes to quote a request and checking in 15% of the old time are our assumptions. €34.90 an hour is the EU average hourly labour cost for 2025 according to Eurostat, for companies with 10 or more employees. Model cost: reading the enquiry in our quoting system (about €0.0008) plus pricing the lines (Claude Sonnet 5.5, about 4,000 + 1,500 tokens), at the ECB rate of 1.1205 USD per euro on 22 October 2026. The extra margin is a scenario: we assume 1 in 40 enquiries quoted the same day ends in an order that a slow reply loses today, with a margin of €344. In the review we count it on your sales process.
See the full calculation →Questions
How does AI help you prepare a sales call?
It orders the contact history from the CRM and the correspondence into a note with facts, open topics and the goal of the meeting, with the date and source of each point.
Can AI work out a client's budget from the web?
No. A public company profile does not confirm a budget or an intent to buy, so the note turns such assumptions into questions for the client.
How much does this training cost?
At Syntalith, from €1,150 net for a workshop day for the team. Claude Team seats cost $20 per person a month. With 8 people and 1.5 hours a week each, the payback is 0.7 months.
