Increase Sales with Glean Agents: December 2025 Update (Steps for Sales Leaders)
Increase Sales with Glean Agents: December 2025 Update (Steps for Sales Leaders)
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Dec 11, 2025


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Glean's December release is a significant upgrade for revenue teams: eight ready-to-use sales agents in the Agent Library, moderator controls and action-level governance now generally available, and autonomous agents moving into beta. Importantly, these agents integrate with your existing systems (Salesforce, email, meetings, documents) and generate permission-aware outputs that you can use—call preparation, emails, deal strategies, reminders, loss analyses, and handoff packages.
What's new (December 2025)
Eight sales agents, ready to go. Glean introduced quickstart templates that cover the entire process: Account snapshot, Prospect outreach emails, Deal strategy, Competitive brief, Intelligent reminders, Sales call coaching, Deal loss insights, and Account handoff. They integrate CRM, communications, and content, providing a clear, shareable result for each step.
Reliable governance. Departmental Agent Moderator roles and action-level controls are now generally available; autonomous agents are in beta with 85+ new actions also in beta. Sensitivity-label support (Google Drive, Microsoft Purview) reinforces permissions.
Enhanced Salesforce capabilities. Within agents, Salesforce Actions can run real-time SOQL, perform native searches, and update Opportunities with AI-suggested fields reviewed by humans. The Salesforce connector mirrors record-level RBAC so sellers see only what they’re authorized to.
Platform strength. Agent orchestration (triggers, multi-agent routing), governance (alignment models, permissions), and an Agent Library for discoverability are now primary product areas.
Why sales leaders should care (the impact, not the hype)
Prep in minutes, not hours. The new Account snapshot and Competitive brief agents combine CRM, call notes, internal discussions, and news into one view—transforming rep research time into conversation time.
Smoother execution. Deal strategy and Intelligent reminders turn scattered signals into actionable next steps, minimizing stage lag and “forgotten follow-ups.”
Superior coaching at scale. Sales call coaching reviews transcripts according to your methodology and highlights gaps with supporting evidence (citations). Managers spend less time searching and more time coaching.
Tangible proof beyond anecdotes. A Forrester TEI study reports up to 110 hours saved per user per year and 36 hours saved on onboarding with Glean; Super.com reports 1,500+ hours saved monthly and 20% faster onboarding. Specifically for sales workflows, Glean’s agents literature cites 30–70% faster analytical tasks and 40–60% efficiency gains in complex, multi-decision processes. Use these as directional benchmarks for your own ROI calculations.
Three strategies for this quarter
1) Pipeline acceleration (early-stage)
Agents: Account snapshot → Prospect outreach emails → Competitive brief.
How: Connect Salesforce + email/calendar + Slack/Teams; provide the outreach agent with your ICP, value propositions, and proof points.
Measure: Time-to-first-meeting, reply rate on initial contact, meetings per rep per week.
2) Deal velocity & forecast accuracy (mid-stage)
Agents: Deal strategy + Intelligent reminders + Sales call coaching.
How: Enable Salesforce Actions so agents can retrieve and suggest updates to Opportunities (pending human approval).
Measure: Stage duration, percentage of opportunities with next step coverage, forecast call discrepancies.
3) Seamless handoff (final stage → post-sale)
Agent: Account handoff.
How: Automatically gather customer context from call recordings, emails, and opportunity data into a standard template for CSMs.
Measure: Time-to-first-value, completion of onboarding tasks on schedule, early signs of churn risks.
30–60–90 day plan (minimal hassle, maximum proof)
Days 0–30 — Connect & constrain
Connect Salesforce and your core communication/document tools; limit actions to read-only while you verify outputs.
Appoint Agent Moderators; define where agents may act (e.g., suggest Opportunity field changes but require review).
Days 31–60 — Pilot & measure
Deploy two agents (e.g., Account snapshot + Prospect outreach) to 1–2 teams.
Monitor leading indicators (time-to-first-meeting, next steps coverage).
Days 61–90 — Scale & automate
Enable write actions for clean fields (next step, close plan, MEDDICC attributes).
Introduce Intelligent reminders and Account handoff; issue a monthly ROI memo using your pilot benchmarks.
Guardrails & governance (what your CRO and CISO will ask)
Permissions align with your source systems, including Salesforce record-level access; sensitivity labels extend that control across Google/Microsoft content repositories.
Moderator roles control who can develop and publish agents; action-level controls determine which systems agents may access. Autonomous agents are beta only—limit their scope with reviewers.
Auditability: agents reveal their sources and suggested changes; you choose what to incorporate into CRM.
FAQs
What are Glean Agents (in sales terms)?
AI agents that understand tasks and take action with enterprise context—planning, retrieving, and executing work across your systems with governance and oversight. Glean
Do they work with Salesforce?
Yes. Agents can query live CRM data (SOQL), conduct native searches, and propose Opportunity updates for review. The connector maintains record-level permissions. docs.glean.com+1
What's new this month?
Eight sales agents in the Agent Library plus Moderator roles and action-level controls (GA). Autonomous agents are beta with more actions rolling out. Glean+1
What ROI should I expect?
In general, customers report hours saved and faster onboarding (Forrester TEI; Super.com). Glean’s agent guidance suggests 30–70% faster analytical tasks with coordinated agents; compare against your own benchmarks. Forrester+2Business Insider+2
Sources & further reading
8 sales agents (Dec 11, 2025) — product blog. Glean
Autonomous agents + governance (Dec 10, 2025) — press release. Glean
AI Agents product pages — builder, orchestration, governance. Glean
Salesforce Actions help doc (SOQL, updates). docs.glean.com
Salesforce connector (indexing + RBAC). docs.glean.com
Forrester TEI: hours saved & adoption. Forrester
Super.com case: 1,500+ hours saved monthly. Business Insider
Multi-agent impact benchmarks (30–70% / 40–60%). Glean
Glean's December release is a significant upgrade for revenue teams: eight ready-to-use sales agents in the Agent Library, moderator controls and action-level governance now generally available, and autonomous agents moving into beta. Importantly, these agents integrate with your existing systems (Salesforce, email, meetings, documents) and generate permission-aware outputs that you can use—call preparation, emails, deal strategies, reminders, loss analyses, and handoff packages.
What's new (December 2025)
Eight sales agents, ready to go. Glean introduced quickstart templates that cover the entire process: Account snapshot, Prospect outreach emails, Deal strategy, Competitive brief, Intelligent reminders, Sales call coaching, Deal loss insights, and Account handoff. They integrate CRM, communications, and content, providing a clear, shareable result for each step.
Reliable governance. Departmental Agent Moderator roles and action-level controls are now generally available; autonomous agents are in beta with 85+ new actions also in beta. Sensitivity-label support (Google Drive, Microsoft Purview) reinforces permissions.
Enhanced Salesforce capabilities. Within agents, Salesforce Actions can run real-time SOQL, perform native searches, and update Opportunities with AI-suggested fields reviewed by humans. The Salesforce connector mirrors record-level RBAC so sellers see only what they’re authorized to.
Platform strength. Agent orchestration (triggers, multi-agent routing), governance (alignment models, permissions), and an Agent Library for discoverability are now primary product areas.
Why sales leaders should care (the impact, not the hype)
Prep in minutes, not hours. The new Account snapshot and Competitive brief agents combine CRM, call notes, internal discussions, and news into one view—transforming rep research time into conversation time.
Smoother execution. Deal strategy and Intelligent reminders turn scattered signals into actionable next steps, minimizing stage lag and “forgotten follow-ups.”
Superior coaching at scale. Sales call coaching reviews transcripts according to your methodology and highlights gaps with supporting evidence (citations). Managers spend less time searching and more time coaching.
Tangible proof beyond anecdotes. A Forrester TEI study reports up to 110 hours saved per user per year and 36 hours saved on onboarding with Glean; Super.com reports 1,500+ hours saved monthly and 20% faster onboarding. Specifically for sales workflows, Glean’s agents literature cites 30–70% faster analytical tasks and 40–60% efficiency gains in complex, multi-decision processes. Use these as directional benchmarks for your own ROI calculations.
Three strategies for this quarter
1) Pipeline acceleration (early-stage)
Agents: Account snapshot → Prospect outreach emails → Competitive brief.
How: Connect Salesforce + email/calendar + Slack/Teams; provide the outreach agent with your ICP, value propositions, and proof points.
Measure: Time-to-first-meeting, reply rate on initial contact, meetings per rep per week.
2) Deal velocity & forecast accuracy (mid-stage)
Agents: Deal strategy + Intelligent reminders + Sales call coaching.
How: Enable Salesforce Actions so agents can retrieve and suggest updates to Opportunities (pending human approval).
Measure: Stage duration, percentage of opportunities with next step coverage, forecast call discrepancies.
3) Seamless handoff (final stage → post-sale)
Agent: Account handoff.
How: Automatically gather customer context from call recordings, emails, and opportunity data into a standard template for CSMs.
Measure: Time-to-first-value, completion of onboarding tasks on schedule, early signs of churn risks.
30–60–90 day plan (minimal hassle, maximum proof)
Days 0–30 — Connect & constrain
Connect Salesforce and your core communication/document tools; limit actions to read-only while you verify outputs.
Appoint Agent Moderators; define where agents may act (e.g., suggest Opportunity field changes but require review).
Days 31–60 — Pilot & measure
Deploy two agents (e.g., Account snapshot + Prospect outreach) to 1–2 teams.
Monitor leading indicators (time-to-first-meeting, next steps coverage).
Days 61–90 — Scale & automate
Enable write actions for clean fields (next step, close plan, MEDDICC attributes).
Introduce Intelligent reminders and Account handoff; issue a monthly ROI memo using your pilot benchmarks.
Guardrails & governance (what your CRO and CISO will ask)
Permissions align with your source systems, including Salesforce record-level access; sensitivity labels extend that control across Google/Microsoft content repositories.
Moderator roles control who can develop and publish agents; action-level controls determine which systems agents may access. Autonomous agents are beta only—limit their scope with reviewers.
Auditability: agents reveal their sources and suggested changes; you choose what to incorporate into CRM.
FAQs
What are Glean Agents (in sales terms)?
AI agents that understand tasks and take action with enterprise context—planning, retrieving, and executing work across your systems with governance and oversight. Glean
Do they work with Salesforce?
Yes. Agents can query live CRM data (SOQL), conduct native searches, and propose Opportunity updates for review. The connector maintains record-level permissions. docs.glean.com+1
What's new this month?
Eight sales agents in the Agent Library plus Moderator roles and action-level controls (GA). Autonomous agents are beta with more actions rolling out. Glean+1
What ROI should I expect?
In general, customers report hours saved and faster onboarding (Forrester TEI; Super.com). Glean’s agent guidance suggests 30–70% faster analytical tasks with coordinated agents; compare against your own benchmarks. Forrester+2Business Insider+2
Sources & further reading
8 sales agents (Dec 11, 2025) — product blog. Glean
Autonomous agents + governance (Dec 10, 2025) — press release. Glean
AI Agents product pages — builder, orchestration, governance. Glean
Salesforce Actions help doc (SOQL, updates). docs.glean.com
Salesforce connector (indexing + RBAC). docs.glean.com
Forrester TEI: hours saved & adoption. Forrester
Super.com case: 1,500+ hours saved monthly. Business Insider
Multi-agent impact benchmarks (30–70% / 40–60%). Glean
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