A practical starting point
AI tools work with the information they receive. Outdated product lists and inconsistent customer records can turn a promising demonstration into a confusing live workflow.
Choose one source of truth for product names, approved answers and contact ownership. Remove duplicates carefully and mark information that needs confirmation. Keep dates and responsible people visible.
Before connecting a tool, check which data is needed and who is allowed to access it. Start with a limited dataset. Confirm export, deletion and access controls with the selected provider.
The practical guide below works through a hypothetical example, the decisions to check and a way to review the result. Use it to prepare questions for your own situation; adapt the exercise to the information and tools you are authorised to use.
Map the required fields and confirm the selected provider’s actual permissions, retention and export controls. Do not give a demonstration access to unrelated customer files simply because it is convenient. Sales Data Readiness links directly to Choosing AI Sales Tools: a tool must fit both the task and the information available. Repeat the sample check after integration to confirm the transfer preserved the intended fields.
Read the practical guide
Sales Data Readiness: a practical planning guide →Related topics
Start with a better brief.
Use the free planning tool, then tell us what you want to achieve.