Sales Leadership · AI Governance

AI Tool Audit

Sales Leader Checklist

Topics and questions to cover for a comprehensive AI tool audit. Use this interactive checklist to evaluate every AI tool in your Zoho ecosystem.

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1

Tool Basics

Foundational information about the AI tool

2

Adoption

Measuring actual usage vs. licensed access

3

Business Impact

Measuring the tool's actual contribution to business outcomes

4

Cost & Contract

Financial and contractual details

5

Risk

Security, compliance, and procurement risk assessment

6

Strategic Fit

Alignment with overall technology strategy

About This Checklist

This AI Tool Audit checklist is adapted from Zoho's Sales Leadership · AI Governance framework. It's designed to help sales leaders conduct comprehensive audits of AI tools across their organization. Curated and enhanced by It's Your Media | Solution Guru Brands.

Source: Zoho Enterprise — go.zoho.com/pSvM (Zoho One)

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