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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. 

Access the complimentary report

“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

Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. 

GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved. 

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    Privacy at Templafy

    Security at Templafy


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    IT & Infosec

    Financial services

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    Accounting


    Resources

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    Events & Webinars

    Glossary

    Templafy implementation

    Newsroom

    Integrations

    Document Generation API


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    Contact us

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    Templafy is an agentic document generation platform that enables professionals to create high-quality and consistent business documents at scale. Through a centralized orchestration layer, Templafy gives AI agents the right context, guardrails, and company-approved knowledge to work from. Using a combination of AI generated content and rules-based automation, agents create professional and business-ready documents at speed, without compromising organizational control, at a low and predictable token cost.

    Accessible directly within tools like Microsoft Office, Google Workspace, and Salesforce, and AI Assistants including Claude, ChatGPT and Copilot via MCP connectors, Templafy’s patented technology simplifies document workflows, reduces risk, and gives teams greater confidence in the documents that matter most.

    More than 4 million users worldwide rely on Templafy to accelerate business content creation with AI. Trusted by industry leaders including KPMG and BDO, Templafy saves teams over 30% of the time they would typically spend on repetitive content, such as proposals, engagement letters, and audit reports, allowing them to focus on revenue-driving work instead.

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