Presales Mastery

The Presales Life-or-Death Game: AI Isn't a Question of "Whether to Use It," but "How Deep to Deploy It"

May 19, 2026
售前生死局:AI不是“用不用”的问题,是“用到第几层”的问题 - Photo 1
This article has been professionally translated from Chinese

Keywords:#Presales Skills #AI#Presales Training  #Solutions Engineer Training

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You think you're using AI, but you're probably only scratching the surface.


Last week, I spoke with a Presales Director who told me:

"When I interview presales candidates now, my first question is: What AI tools do you use, and how do you use them? If they can't answer, they're basically out."

He's not being harsh. The market has changed.

According to the latest G2 report, 60% of B2B software teams are already using AI in their sales processes. A year ago, that number was under 30%. AI has shifted from a "novelty" to "infrastructure."

To put it more bluntly: AI won't replace presales professionals in the short term, but presales professionals who don't leverage AI well will be the first to be replaced.

This isn't fear-mongering. Look around you—the gap is already widening between those colleagues who still manually search for client backgrounds, hand-craft PPTs, and pull all-nighters writing RFP responses, and those who finish client research in 10 minutes and generate a first-draft proposal in 30.

Most discussions about AI in presales still revolve around "to use or not to use." But that's no longer the real dividing line. The real question is: You're using AI, but to what level? Are you using AI to organize information (L1), or to analyze and advise (L2)? Are you using it to generate a first draft (L3), or to autonomously execute a closed-loop process (L5)?

The Chinese presales professional community "PresalesChina Community (售前青云荟)"has broken down AI's capability to support presales into 8 distinct levels,

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