Tenali AI Use Cases & Workflows

This page describes real-world scenarios where Tenali AI provides value. Each use case includes the problem, how Tenali AI helps, and the outcome.

Use Case 1: Handle Technical Objections on Live Calls

The Problem

An Account Executive is on a discovery call with a CISO. The CISO asks: "How do you handle data encryption at rest and in transit? Are you SOC 2 Type II certified?" The AE knows the company is certified but can't remember the details.

How Tenali AI Helps

Tenali AI instantly surfaces the security documentation showing:

AES-256 encryption at rest
TLS 1.3 in transit
SOC 2 Type II certified since 2023
Links to the security whitepaper

The Outcome

The AE answers confidently in real-time. The CISO is satisfied and the deal advances to technical validation. No "I'll get back to you" moment.

Use Case 2: Competitive Differentiation During Demo

The Problem

During a product demo, the prospect says: "We're also evaluating Gong. How are you different?" The rep has seen battle cards but can't remember the specific talking points.

How Tenali AI Helps

Tenali AI automatically surfaces the Gong competitive battle card with:

Key differentiators (real-time vs. post-call)
When Tenali wins (live assistance needs)
When Gong wins (coaching focus)
Customer quotes comparing both

The Outcome

The rep delivers a clear, confident competitive response. The prospect understands the differentiation and includes Tenali AI in their shortlist.

Use Case 3: Fill RFPs in Minutes Instead of Hours

The Problem

The Sales Engineer receives a 50-question RFP from a prospect. Historically, this takes 4-6 hours to complete, pulling answers from various documents and prior RFPs.

How Tenali AI Helps

The SE uploads the RFP to Tenali AI. Within 10 seconds:

45 of 50 questions are auto-filled from prior responses
5 questions are flagged as needing human input
Source documents are linked for each answer

The Outcome

The RFP is completed in 30 minutes instead of 5 hours. The SE spends time on the 5 unique questions rather than repetitive research.

Use Case 4: Ramp New Sales Reps Faster

The Problem

A new AE joins the team. Normally, it takes 6 months before they can handle technical discovery calls independently because they don't know the product deeply enough.

How Tenali AI Helps

From day one, the new AE has Tenali AI on every call providing:

Product feature explanations
Technical specifications
Pricing guidance
Competitive positioning
Historical context from similar deals

The Outcome

The new rep handles independent discovery calls in month 2 instead of month 6. They close their first deal in month 3. Ramp time reduced by 60%.

Use Case 5: Scale Without Hiring More Sales Engineers

The Problem

The company has 3 Sales Engineers supporting 20 AEs. SEs can only join 30% of technical calls, causing delays and lost deals.

How Tenali AI Helps

Tenali AI provides SE-level technical knowledge to every AE on every call:

Technical architecture questions answered instantly
Integration requirements explained
Security and compliance details surfaced
API documentation accessible

The Outcome

SEs now only join the most complex technical validation calls (10% of calls). AEs handle 90% of technical questions independently. No new SE hires needed despite 2x pipeline growth.

Use Case 6: Enterprise Search for Sales

The Problem

A rep needs to find pricing for a specific use case. The information exists somewhere in Slack, a Google Doc, and a Salesforce record — but finding it takes 15 minutes of searching.

How Tenali AI Helps

The rep asks Tenali AI: "What's our pricing for 500 users with annual billing and the enterprise security add-on?"

Tenali AI searches across:

Pricing documentation
Prior deal records in Salesforce
Slack conversations with finance
Contract templates

The Outcome

The answer appears in 2 seconds with the exact pricing and any approved discount thresholds.

Use Case 7: Meeting Prep Automation

The Problem

Before every call, reps should research the account, review prior conversations, and prepare talking points. Most reps skip this prep due to time constraints.

How Tenali AI Helps

Tenali AI automatically generates a pre-call brief including:

Account overview and recent news
Contact's background and LinkedIn info
Summary of all prior conversations
Open action items from last meeting
Suggested talking points for this call

The Outcome

Every rep shows up prepared without spending 20 minutes on manual research. Prospects notice the personalization and engagement improves.

Use Case 8: Post-Call CRM Updates

The Problem

Reps are supposed to update Salesforce after every call but often don't. Data quality suffers and forecasting becomes unreliable.

How Tenali AI Helps

After each call, Tenali AI:

Generates a call summary
Suggests CRM field updates
Populates next steps automatically
Logs the activity with accurate details

The rep clicks "Update CRM" and everything syncs in one click.

The Outcome

CRM data quality improves from 40% to 95% accuracy. Sales leaders trust the pipeline data. Forecasting becomes reliable.

Summary of Use Cases