complimentary report

Navigate GenAI in Sales Tech: Balance Opportunities and Risks
We’re proud to share Templafy’s inclusion in a recent Gartner® report exploring how generative AI is transforming sales technology. Discover how organizations can harness GenAI’s productivity potential while managing security risks and ROI uncertainties in the evolving sales tech landscape.
“By 2028, 60% of B2B seller work will be executed through conversational user interfaces via GenAI sales technologies, up from less than 5% in 2023.”

A few of our key takeaways:
How generative AI is driving the next phase of sales AI through agentic systems that can plan, make decisions, and execute tasks autonomously
Strategic approaches for introducing agentic AI in high-value internal workflows like automating routine CRM tasks and generating price quotes
Essential risk management practices when evaluating sales tech vendors, including data protection measures and output quality control
Key market dynamics as vendors across the sales tech landscape rapidly integrate GenAI capabilities, creating both opportunities and challenges
Download your copy of this complimentary Gartner report to understand how generative AI is changing sales technology—including its benefits, risks, and what to consider when adopting new solutions.
Gartner, Navigate GenAI in Sales Tech: Balance Opportunities and Risks, By Dan Gottlieb, Guy Wood, Melissa Hilbert, Adnan Zijadic, 23 May 2025
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