How to Transform Sales Through Data Automation

Everyone is talking about AI sales agents But no one is teaching you how to build one. And even if they do it’s too much tech work. Recently my team and I are experimenting with AI agents And we have tested a few no-code softwares. Here’s the most easiest way to build an agent that does: ✅ Research leads ✅ Make personalized calls ✅ Qualify prospects over the phone ✅ Update your CRM in real-time ✅ Send hyper-personalized follow-ups on WhatsApp, email, and LinkedIn Lemme show you the easiest way to build one: 1️⃣ Start with Lead Capture: Use Typeform or any lead form tool to collect initial information (e.g., name, email, needs). Trigger the workflow using Make to connect your form with Relevance AI. 2️⃣ Automate Lead Research: Use the Find LinkedIn module in Relevance AI to gather lead details. Scrape LinkedIn profiles and websites to build a summary. Example output: Name: Brian Chesky Role: Co-Founder, Airbnb Need: Sales automation for personalized email outreach 3️⃣ Add Personalized Voice Calls Build a voice-calling feature using Relevance AI’s voice tool or integrate with Vapy. Create dynamic, personalized scripts based on lead research. Example Script: “Hi Brian, I’m Robert, Ben’s AI assistant. I saw you’re looking for sales automation. Could you share what specific challenges you’d like to solve?” Include decision points in the call: Qualified? Proceed to schedule a meeting. Not Qualified? Suggest other resources or partners. 4️⃣ Follow Up Across Channels Automatically send personalized follow-ups through: WhatsApp: Use Relevance AI’s WhatsApp integration to send messages from your personal or business account. Email: Automate customized emails (e.g., “Here’s my calendar link for a quick chat!”). LinkedIn: Send connection invites with tailored messages. 5️⃣ Automate CRM Updates Integrate with tools like HubSpot or Salesforce. (or your preferred software) Log every interaction: Lead details Call outcomes Next steps Example log: “Brian Chesky expressed interest in email automation and content creation for LinkedIn. Budget approved. Meeting scheduled.” —— Send this to your SDR #leadgen #sales #aiagent

AI in Sales—Augment, Don’t Replace! 🚀 AI won’t replace salespeople. But salespeople who use AI strategically will outperform those who don’t. I’ve been in sales since Girl Scout cookies were 50 cents a box, and I’ve seen the game change. But nothing has been more transformative than AI. According to LinkedIn for Sales Connect monthly newsletter, AI can reclaim 29% of a rep’s time by automating admin tasks, data collection, and customer insights. The key? Using AI to amplify human strengths, not replace them. Yet, there’s a challenge: 60% of sales teams report being overwhelmed by the sheer volume of administrative work.AI can help offload up to 10 hours of non-selling tasks per week, effectively doubling selling time from 10 to 20 hours. That’s the kind of efficiency shift that drives real revenue. Here’s how to strategically automate without losing the personal touch: ✅ AI-Powered CRM: Let AI handle lead scoring, email follow-ups, and data entry so reps can focus on relationship-building. ✅ Smart Workflows: Use AI tools to automate routine tasks, freeing up time for strategic selling. ✅ AI as a Guide: Train your team to use AI-generated insights as a tool, not a crutch. Judgment and creativity still win deals! 📌 Actionable Step: Identify 3 repetitive tasks in your sales process (CRM updates, lead research, follow-ups) and integrate AI-powered automation. Measure the time saved and reallocate it to higher-value selling activities. AI isn’t the future of sales—it’s happening NOW. How is your team leveraging it? Let’s talk in the comments! #AIinSales #SalesLeadership   #WomenInSales #EnterpriseSales #1MillionWomenby2030 

𝗔𝗜 𝗶𝘀 𝗲𝘃𝗲𝗿𝘆𝘄𝗵𝗲𝗿𝗲 𝗿𝗶𝗴𝗵𝘁 𝗻𝗼𝘄. 𝗦𝗼 𝗮𝗿𝗲 𝗵𝗮𝗹𝗳-𝗯𝗮𝗸𝗲𝗱 𝗽𝗿𝗼𝗺𝗶𝘀𝗲𝘀. My team has experimented A LOT with how to use AI meaningfully. It wasn’t always smooth. We made mistakes, iterated, and eventually landed on a framework that works pretty well—and honestly, I’m blown away by what the team pulled off. Big kudos to my cofounder Francis Brero for running a weekly AI hackathon. 𝗪𝗛𝗔𝗧 𝗪𝗘'𝗩𝗘 𝗟𝗘𝗔𝗥𝗡𝗘𝗗 • 🎯 Focus on automating 𝘁𝗮𝘀𝗸𝘀, not roles • ⚠️ Don’t aim for 100% automation — 𝗮𝗶𝗺 𝗳𝗼𝗿 𝟴𝟬%  (it's 10x easier than the last 20%) • 🛠️ 𝗨𝘀𝗲 𝘁𝗵𝗲 𝘁𝗼𝗼𝗹𝘀 𝘆𝗼𝘂 𝗮𝗹𝗿𝗲𝗮𝗱𝘆 𝗵𝗮𝘃𝗲 before evaluating new ones The meta takeaway is: “𝗗𝗼𝗻’𝘁 𝗹𝗶𝘀𝘁𝗲𝗻 𝘁𝗼 𝗔𝗜 𝘃𝗲𝗻𝗱𝗼𝗿𝘀.” 😅 𝗢𝗨𝗥 𝗖𝗨𝗥𝗥𝗘𝗡𝗧 𝗣𝗥𝗢𝗖𝗘𝗦𝗦 Let's take the Sales Account Exec role as an example. 𝗦𝗧𝗘𝗣 𝟭: 𝗟𝗶𝘀𝘁 𝘁𝗵𝗲 𝗸𝗲𝘆 𝗮𝗰𝘁𝗶𝘃𝗶𝘁𝗶𝗲𝘀 of the role Be as granular as possible. You can use a ChatGPT prompt like "𝘠𝘰𝘶 𝘢𝘳𝘦 𝘢 𝘉2𝘉 𝘚𝘢𝘭𝘦𝘴 𝘓𝘦𝘢𝘥𝘦𝘳 𝘧𝘰𝘤𝘶𝘴𝘦𝘥 𝘰𝘯 𝘴𝘦𝘭𝘭𝘪𝘯𝘨 𝘵𝘰 𝘮𝘪𝘥-𝘮𝘢𝘳𝘬𝘦𝘵 𝘢𝘯𝘥 𝘦𝘯𝘵𝘦𝘳𝘱𝘳𝘪𝘴𝘦 𝘤𝘶𝘴𝘵𝘰𝘮𝘦𝘳𝘴. 𝘎𝘪𝘷𝘦 𝘮𝘦 𝘢 𝘥𝘦𝘵𝘢𝘪𝘭𝘦𝘥 𝘭𝘪𝘴𝘵 𝘰𝘧 𝘢𝘤𝘵𝘪𝘷𝘪𝘵𝘪𝘦𝘴 𝘢 𝘵𝘺𝘱𝘪𝘤𝘢𝘭 𝘈𝘤𝘤𝘰𝘶𝘯𝘵 𝘌𝘹𝘦𝘤𝘶𝘵𝘪𝘷𝘦 𝘥𝘰𝘦𝘴 𝘰𝘷𝘦𝘳 𝘢 𝘸𝘦𝘦𝘬, 𝘸𝘪𝘵𝘩 𝘢𝘱𝘱𝘳𝘰𝘹𝘪𝘮𝘢𝘵𝘦 𝘩𝘰𝘶𝘳𝘴 𝘧𝘰𝘳 𝘦𝘢𝘤𝘩." 𝗦𝗧𝗘𝗣 𝟮: 𝗦𝗰𝗼𝗿𝗲 𝗲𝗮𝗰𝗵 𝗮𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗯𝘆 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝗹𝗲𝘃𝗲𝗹 Use a simple 0%, 20%, 80%, 100% scale. Rate where you are today, and where you should be. 𝗦𝗧𝗘𝗣 𝟯: 𝗣𝗶𝗰𝗸 𝗼𝗻𝗲 𝗮𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝘁𝗼 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲 Focus on the low-hanging fruit. 𝗦𝗧𝗘𝗣 𝟰: 𝗕𝘂𝗶𝗹𝗱 𝗮 𝗾𝘂𝗶𝗰𝗸 𝗽𝗿𝗼𝘁𝗼𝘁𝘆𝗽𝗲 Or ask someone who "code vibes" to help. Start with tools your team already knows. 𝗦𝗧𝗘𝗣 𝟱: 𝗣𝗼𝗹𝗶𝘀𝗵 𝗮𝗻𝗱 𝗿𝗼𝗹𝗹 𝗶𝘁 𝗼𝘂𝘁 If the first try is not a win, evaluate specialized AI tools or try to automate another activity. 📎 Here's our current 𝗔𝗘 𝗮𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝗺𝗮𝘁𝗿𝗶𝘅 𝗮𝗻𝗱 𝘁𝗵𝗲 𝘁𝗼𝗼𝗹𝘀 𝘄𝗲 𝘂𝘀𝗲: https://lnkd.in/enuCaBks Feel free to make a copy and adapt it to your company and roles (SDRs, content marketers, solutions engineers, customer success managers, etc.). 𝗥𝗘𝗦𝗨𝗟𝗧𝗦 We didn’t automate everything—but task by task, it adds up. ➡️ In our case, we've freed up ~𝟭𝟴 𝗵𝗼𝘂𝗿𝘀 𝗮 𝘄𝗲𝗲𝗸 𝗽𝗲𝗿 𝗔𝗘 𝘀𝗼 𝗳𝗮𝗿—time they now spend with customers, on deals, and improving their craft (or creating amazing memes -> Hayden Anderson a.k.a the Emily Dickinson of "meme-led sales") 💬 Over to you. What’s been your most useful AI workflow so far? What are your learnings? Or—what’s still a mess? And if you're curious about how we automated a specific activity—like call prep, proposal write-ups, or security questionnaire responses—let me know!

Struggling to hit sales targets with a lean ops team and tighter budgets? There's a smarter way to drive conversions. For lean sales ops teams, every dollar and every minute count. Scaling sales with constrained resources demands strategic focus.  Relying solely on manual processes or guesswork leaves significant revenue untapped, especially when competing with larger teams. This is where AI becomes the ultimate force multiplier. Modern AI tools are transforming how sales ops maximize efficiency and conversion without needing massive headcount. AI empowers focused efforts through three key areas. ✔ Predictive analytics for lead scoring ensures teams target the highest-potential prospects. ✔ Personalized outreach automation enables hyper-relevant communication at scale. ✔ Workflow optimization automates administrative tasks, freeing sales reps to sell. At Software Finder, our own sales ops embodies this approach. We leverage an intelligent lead scoring model that processes historical conversion data and engagement signals. This ensures our team prioritizes the warmest leads with surgical precision, leading to significantly higher conversion rates and a more efficient sales cycle. This demonstrates how smart technology consistently outperforms sheer size. For leaders, this approach unlocks a pathway to consistent revenue growth, even with slow resource scaling. It elevates the sales focus from manual effort to strategic intelligence, ensuring every action contributes directly to conversion. This is precisely how lean teams outmaneuver competitors in today's market. What AI strategies are you deploying to maximize your sales ops conversions with a limited budget? Share your insights.

“‘Tell sales and CS people to suck it up. It’s what their base salary is for—to do data entry.’ I heard this literally on a training call packed with revenue leaders just recently, and I can’t believe we’re still saying this in 2025. This is old-school thinking at its finest, and it’s holding teams back. Here’s why this mindset doesn’t belong in modern revenue organizations: 𝗦𝗮𝗹𝗲𝘀 𝗮𝗻𝗱 𝗖𝗦 𝗦𝗵𝗼𝘂𝗹𝗱 𝗙𝗼𝗰𝘂𝘀 𝗢𝗻 𝗛𝗶𝗴𝗵-𝗩𝗮𝗹𝘂𝗲 𝗪𝗼𝗿𝗸 Salespeople aren’t hired to update CRMs all day. CS teams aren’t brought in to copy and paste notes from meetings. They’re here to: •Build relationships •Solve customer challenges •Close deals and drive retention Filling in data? That’s admin work. It’s low-value and wastes their time. 𝗔𝗜 𝗖𝗮𝗻 𝗗𝗼 𝗔𝗱𝗺𝗶𝗻 𝗧𝗮𝘀𝗸𝘀, 𝗕𝘂𝘁 𝗣𝗘𝗢𝗣𝗟𝗘 𝗖𝗮𝗻’𝘁 𝗕𝗲 𝗥𝗲𝗽𝗹𝗮𝗰𝗲𝗱 AI tools today can: •Automatically log activities •Capture notes from calls and meetings •Generate accurate CRM updates But while AI can eliminate repetitive tasks, it can’t replicate human connection or creativity—the exact things your Sales and CS teams excel at. The goal isn’t to replace people—it’s to free them up to do their best work. 𝗪𝗵𝗮𝘁 𝗪𝗘 𝗦𝗛𝗢𝗨𝗟𝗗 𝗕𝗘 𝗗𝗢𝗜𝗡𝗚 1.Remove Friction: Simplify workflows so your team isn’t bogged down by admin tasks. 2.Accelerate Performance: Use AI to automate data entry, improve pipeline visibility, and handle CRM hygiene. 3.Celebrate Humanity: Double down on what people do best—building relationships, solving problems, and delivering impact. 4.Balance the Spotlight: While AI takes the limelight, make sure your team feels empowered, valued, and equipped to thrive. Removing friction and accelerating performance can be done with AI. Celebrating humanity ensures your people stay at the forefront as tech transforms the way we work. Being in Sales and CS is tough enough, lighten the dang load for Peter’s sakes. Now with ai, you can add as many fields as you want and get a sh*t ton of quality data without overloading the salesperson. 𝗢𝗹𝗱-𝗦𝗰𝗵𝗼𝗼𝗹 𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 𝗛𝗔𝗦 𝗧𝗢 𝗚𝗢 Telling your team to “suck it up” doesn’t solve anything. It only creates resentment and burnout. The modern approach is simple: •Equip your team with the right tools. •Automate the busywork. •Let Sales and CS focus on the human touch that drives real revenue. Anytime I keep hearing this old school thinking I’m going to call it out, cuz it’s in the same vain of, “this is how we have always done it” This is one of the many reasons why I LOVE Momentum.io, it fits the new way of thinking and showing the way of how AI should be used. No I am not paid for this post, just a genuine ex-customer and fan. They have what is called Enterprise Listening using AI, Automation, and Agents to be the data pipeline for customer facing teams. The tech is the epitome of improving performance and removing friction.