Sean Evers, VP of Sales & Partner at Pipedrive explains why using AI effectively involves redesigning workflows around business problems, whilst maintaining a focus on the human experience.

AI appears to be everywhere, but clear results and a quantifiable ROI are not so common.

Many businesses are learning that simply adopting the latest tools doesn’t guarantee efficiency, innovation or growth. It’s a lesson that must be re-learned from time to time as the latest new tech paradigm comes upon the business world faster than the wisdom to make best use of them. And to be fair, faster than new technology itself becomes mature.

Too often in the past two years AI initiatives have been slower than desired in showing value because they’ve been treated as backend tech upgrades rather than strategic, human-centred transformations. An organisation is not a server rack, able to work at double the output when a new blade is inserted. Working with the grain of the business will always lead to better outcomes as the people and processes mix better with the changing variables being introduced.

Businesses can move beyond reflexive actions brought on by AI hype by embedding new technologies into problem-shaped workflows, creating meaningful impact through strategy, culture and human-centred implementation. AI tools are designed to solve specific challenges, not every challenge. We’re not at AGI yet (artificial general intelligence). Use tools wisely in limited areas, train teams well, and ensure a clearly communicated strategy supports team efforts. Then, all of a sudden, those investments in new tech will really move the needle on what’s been carefully defined as critically important.

Redesigning workflows

There is no best-in-class AI ‘Swiss army knife’. Even the most cutting-edge tech can’t deliver value unless workflows are redesigned around real business problems. AI succeeds when aligned to clear strategy, not when applied to broken processes like a sticking plaster. Firms positioning AI purely as an IT project will often encounter resistance, poor uptake and disappointing outcomes. The tech cycle has been this way forever, likely since fire and the wheel. Success always depends on employee understanding, willingness and trust in both their leadership and the ability of the tech to deliver on vendors’ promises.

Pipedrive’s ‘The evolving role of AI in sales workload management report’, highlighted how artificial intelligence has been reshaping sales roles and optimising workload distribution. In some areas, like in the sales function, the findings reveal that AI has become a co-pilot for professionals, enhancing efficiency and helping them focus on high-value activities:

  • One takeaway from the report was that AI users spend more time on strategic activities compared to non-users.
  • AI usage was still higher among sales managers (41%) than among salespeople (31%), indicating a need for more accessible AI tools and tailored training programmes.

Focus on what matters

AI centred on the human experience and business problems is what delivers real results. Thus, so-called soft skills and processes like corporate transparency, workplace empathy and ethical AI governance in practice are not really ‘soft’ considerations. Only a hard-headed, machine-minded person would fail to consider them as the essential enablers of organisational uptake and progress.

When employees are informed participants in change, AI becomes empowering rather than disruptive. That shift does not happen by accident. It requires leaders to articulate what problem AI is solving, for whom, and how success will be measured. Now, in many SMEs, the temptation is to deploy AI features because competitors are doing so, or because vendors promise transformational gains. But transformation without direction is simply noise.

Take a typical sales team in a growing business. Introducing AI-driven forecasting or automated lead scoring will not improve performance if the underlying pipeline stages are unclear or data hygiene is poor. In that scenario, AI merely accelerates existing inefficiencies. However, when leadership first defines what a qualified lead actually looks like, standardises processes and sets clear accountability, AI can enhance decision-making and free up time for higher-value conversations and really make a difference.

This is where cautiously redesigning workflows becomes critical. AI should be introduced at friction points like repetitive admin, inconsistent reporting, or slow handovers between teams. This is better than when added as a layer across every function. A targeted deployment creates quick wins, builds confidence and demonstrates measurable returns. Over time, those incremental gains compound and any cultural and technological lessons can be carefully applied in a virtuous cycle.

Managing the transition

The role of leadership is equally important. When AI is positioned as a cost-cutting mechanism employees will view it with suspicion. When it is brought in as a productivity partner to reduce manual tasks and allow individuals to focus on creative, relational or strategic work then adoption improves. Communication must be clear about what will change and what will not. Ambiguity will always breed a very understandable resistance.

Ethical considerations also need to move from policy into well-understood daily practice. For SMEs in particular, governance can feel like a burden reserved for larger enterprises who can ‘do it properly’. In reality, lightweight but explicit guardrails are often enough. Define what data AI tools can access. Establish human review points for high-impact decisions. Be transparent with customers about how AI is being used in interactions. These measures build trust internally and externally, which protects the long-term value of relationships and contracts.

There is also a mindset shift required. AI is not a one-off implementation. At the current rate of change it appears that it will be an evolving capability for many years. Teams will need space to repeatedly test, refine and learn. That may mean starting with a single department, gathering feedback and iterating before scaling. It may mean accepting that some pilots will fail. The objective is not perfection at launch, but steady alignment between technology and business requirements.

Being an SME can be advantageous

For SMEs, this disciplined approach can actually be a competitive advantage. Larger organisations often struggle with legacy systems and complex approval chains. Smaller businesses can be more agile, provided they resist the urge to chase every new feature release. Clarity of purpose becomes their differentiator.

Ultimately, fitting AI to the problem is about respecting the fundamentals of good management. Define the objective. Align people and process. Introduce technology where it adds measurable value. Review and refine. The companies seeing real returns from AI in 2026 are not those with the most tools, but those with the clearest strategy.

AI will continue to evolve rapidly. New capabilities will emerge, and expectations will rise. But the principle remains constant: technology works best when it amplifies well-designed human systems. Organisations that remember this will find AI soon stops being overwhelming when enabled as a controlled, practical tool for growth.

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