How to prepare for sales calls in 2025?

Sales calls are high-stakes moments that demand preparation, confidence, and adaptability. Whether you’re connecting with a prospect for the first time or working to close a deal, having the right information at the right moment can make all the difference.

That’s where Glean comes in. With AI-powered search, instant access to company knowledge, and real-time insights, Glean ensures you walk into every sales call fully prepared.

Get a 360° view of your prospect

Understanding your prospect before the call is critical. With Glean’s advanced search capabilities, you can:

• Pull insights from Salesforce, past conversations, support tickets, and internal documentation in seconds.
• Combine internal data with external research to surface company updates, industry news, and competitive insights.
• Identify key decision-makers and past interactions to tailor your pitch.

Instead of walking in blind, you enter the conversation armed with the knowledge to build trust and credibility from the start.

Answer questions on the spot — no more follow-ups

Sales calls often come with unexpected questions — technical details, pricing comparisons, or security concerns. Instead of scrambling to find answers after the call, Glean enables you to:

• Instantly search past answers from Slack discussions, emails, knowledge bases, and company wikis.
• Use real-time AI assistance to surface relevant documentation mid-conversation.
• Reduce follow-up emails by providing accurate responses immediately.

No more “I’ll get back to you on that.” With Glean, you can respond confidently and keep the momentum going.

Stay ahead with real-time competitive intelligence

Understanding your competitors is key to winning deals. Glean helps by:

• Fetching the latest battle cards, deal strategies, and competitor comparisons from your internal resources.
• Highlighting key differentiators so you can position your product effectively.
• Keeping you updated on industry trends so your messaging stays relevant.

With these insights at your fingertips, you can handle objections with confidence and emphasize your unique value proposition.

Collaborate with the right experts instantly

Sometimes, preparing for a sales call requires input from other teams — whether it’s product, engineering, or customer success. Instead of tracking down the right person manually, Glean helps you:

• Identify subject matter experts within your company based on their past contributions.
• Access relevant materials and past conversations for additional context.
• Bring the right people into the conversation before the call.

This seamless collaboration ensures you’re equipped with the best insights and strategies for every deal.

Ace your post-call follow-ups

The work doesn’t stop when the call ends. Glean helps you stay organized and follow up effectively by:

• Automatically summarizing key discussion points using AI-powered insights.
• Organizing meeting notes, action items, and next steps in one place.
• Suggesting relevant documentation to send to the prospect, keeping the momentum going.

With structured follow-ups, you can close deals faster and ensure no action items slip through the cracks.

Conclusion

The best sales teams don’t just rely on instinct — they leverage data and AI-driven insights to stay ahead. Success in sales isn’t just about showing up; it’s about showing up prepared, confident, and ready to engage.

With Glean, every sales call becomes an opportunity to build trust, handle objections, and move deals forward. The right information at the right time isn’t just an advantage — it’s the key to closing more deals, faster.

Ready to transform your sales calls? Book a demo and see how Glean gives your team the edge they need.