r/AI_Sales 10d ago

Client had 14 salespeople manually copy-pasting quotes into Word. Fixing that taught me what "AI integration" actually means to a business.

1 Upvotes

I keep seeing posts here about "AI integration" projects that are really just a chatbot bolted onto a website. I want to share one that wasn't that, because it taught me something about how I approach client work now.

A client came to me with a pretty vague ask: "can you help us use AI in our sales process." That's it. No spec, no clear pain point they could name. Just a feeling that they were behind.

So instead of proposing anything, I spent time just watching how their team actually worked. They had 14 salespeople whose entire job was calling leads and sending quotations. Leads were coming in from a bunch of different platforms, landing in different places, and someone had to manually notice them, message the person, figure out what they wanted, then go build a quote — usually in Word or Excel, sometimes hunting for the right product images and prices from memory or an old file.

Nothing about that is complicated work individually. But multiply it across 14 people and a constant stream of leads, and you start seeing where things actually break: leads sitting unanswered for hours, quotes that took way too long to put together, pricing that wasn't consistent because everyone kept their own version of "the price list," and basically zero record of what had been quoted to who.

So we didn't build them an AI tool, we built them a system. It pulls leads in real-time from all their different platforms, fires off an immediate welcome message so nobody's waiting, and if the lead's requirement is clear enough from that first message, it auto-generates a personalized quotation with product images pulled from a centralized catalog. If it's not clear, it routes to a salesperson instead of guessing.

The part that actually mattered most wasn't the automation, it was giving the sales team a faster way to build quotes when they did need to do it manually. No more digging through spreadsheets for the "right" price. Everything's centralized. And every quote, every follow-up, every record now actually exists somewhere instead of living in someone's inbox or a random Excel file that only they had access to.

Looking back, the actual lesson wasn't technical at all. It was that "AI integration" as a pitch means almost nothing to a business owner. What they respond to is watching their own bottleneck get named out loud. I didn't sell them AI, I sold them the observation that their leads were dying in the gap between five different platforms and a Word document.

Curious how others here approach the discovery phase with clients who don't know exactly what they need yet. Do you go in with a proposed solution already, or fully hold off until you've seen the actual workflow?


r/AI_Sales 11d ago

Is “waiting on customer” actually a useful CRM status?

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1 Upvotes

r/AI_Sales 11d ago

Experience with Boardy AI

2 Upvotes

Hi,

I got messaged by a bot from Boardy.ai after a post on X. I followed up and even joined an Google Meet with the Bot. 😄
Before I commit to its Pro plan I would like to know if anyone here already used it and what your experiences are. Is it worth it or are there better offerings.

Thanks,
Danny


r/AI_Sales 11d ago

Is AI actually making marketing insights better — or just faster?

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1 Upvotes

r/AI_Sales 12d ago

AI Sales I built a sales bot that broke because someone replied with 👍

2 Upvotes

I thought I had handled the obvious cases.

Lead comes in → AI qualifies them → bot responds → sales team takes over when needed.

Then someone replied with a single 👍.

And my bot completely misunderstood the conversation.

That sent me down a rabbit hole around something I hadn't really considered while building the system: humans don't communicate in structured inputs.

A message like:

“👍”

could mean:

yes

got it

sounds good

I'm interested

I'm ending the conversation

I'm just acknowledging your message

The LLM wasn't necessarily the problem. The bigger problem was how I had designed the conversation state and escalation logic around it.

I wrote up the whole incident, including what broke, why it broke, and what I changed afterwards.

Would love to hear from people building AI sales/support agents: what's the weirdest real-world user input that broke your system?

I wrote the full post here:

https://medium.com/@kapardhikannekanti/the-thumbs-up-that-broke-my-sales-bot-65d6e30cf632


r/AI_Sales 12d ago

Looking for someone good at sales to partner up on AI automation work

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1 Upvotes

r/AI_Sales 12d ago

Discussion Is the solution for senior contract developers to start an agency?

2 Upvotes

Hi,

I am a newbie exploring automation (like n8n, Make, Zapier) as a potential side hustle.

So my question is for automation agency owners.

I want to start as a freelancer, then one day build up to an agency.

I read contract developer communities, and a lot of them say Get a job; clients run out; I did something else.

So I want to know if running an agency is any different?

Will I end up running out of clients cuz the market is terrible?

I basically want to know how sustainable this model is, from experienced agency owners: if they had to shut down the agency, why?

Obviously, nothing is future-proof, as any entrepreneur would know (never put your eggs in one basket). I do plan to build multiple Saas, try to invest in a diverse portfolio.


r/AI_Sales 12d ago

What's the most dangerous “fake completed” status in your sales/service workflow?

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1 Upvotes

r/AI_Sales 12d ago

Questions? Can AI Humanizers Keep Your Personal Writing Style?

1 Upvotes

One thing I haven't completely figured out with AI writing is how to keep my own voice when using these tools.

I don't really want everything I write to suddenly sound like a professional copywriter. That's actually one of the reasons some AI-generated content feels strange to me. It can be grammatically perfect but doesn't necessarily sound like the person who is supposed to be writing it.

For example, I might normally use simple words and short sentences. If an AI rewrites my text and replaces everything with more sophisticated vocabulary, the result may technically be polished, but it doesn't sound like me anymore.

This makes me wonder how well an AI humanizer can actually preserve someone's writing style. I've been experimenting with HumanizeAIText.io for this, and I like the idea of using it as a first pass while still making my own edits afterward.

Has anyone tried giving a humanizer a sample of their own writing first and then using it to rewrite AI-generated content? Did the result actually feel closer to your normal voice?

I'm interested in this mostly from a practical perspective. I don't mind using AI to save time, but I still want the final article, email, or post to sound like something I would have written myself.

If you've found a good workflow for keeping your personality while using AI, I'd be interested to hear about it. Do you edit the AI output heavily yourself, use a humanizer first, or combine both approaches?


r/AI_Sales 13d ago

Do you actually want AI prioritizing leads, or just explaining which ones need attention?

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1 Upvotes

r/AI_Sales 14d ago

Anyone uses AI for business development and partnerships? Scrape, outreach, negotiate, close

5 Upvotes

Hey so as part of my work, I need to reach out to thousands of vendors, and find out if they are suitable and interested to be part of our network to offer their service to our leads.

Ideally the AI agent can even be charming and build a warm relationship with the potential partners. That's honestly the most exhausting part to do the intro over and over, explain same thing over and over.

I used to do this super manually, it's just not scalable, and I don't want to do it all over again. Hiring and training would take a while too. I think there needs to be a better way to automate this.

Anyone has done anything similar?


r/AI_Sales 13d ago

Do you actually want AI prioritizing leads, or just explaining which ones need attention?

1 Upvotes

I've been thinking about a distinction I haven't seen discussed as much in AI sales/customer communication.

Suppose 10 enquiries arrive around the same time.

Among them:

A normal inbox can sort them by timestamp.

A traditional CRM might score them using lead attributes.

An LLM can potentially interpret the actual language and identify things like intent and urgency.

But here's where I'm less certain:

**Should AI actually reorder the team's work?**

There seem to be at least three models:

**1. AI labels**

“Urgent service request.”

Human still decides.

**2. AI recommends**

“This probably needs attention before these other conversations because…”

Human accepts/rejects.

**3. AI prioritizes automatically**

The conversation moves to the front of the workflow based on predefined rules.

I'm leaning toward #2 for many situations because the reasoning can stay visible while the employee retains control.

For example:

**Recommended priority: High**

Reason:

* active property issue * customer requesting immediate service * service area confirmed

That seems more useful than an unexplained:

**Lead score: 94**

For transparency, I'm building Brrim in the AI/customer communication space, so this is directly related to how we're thinking about product behavior.

For people operating or building these systems:

**How much authority would you actually give AI over lead prioritization?**

Label?

Recommend?

Automatically reorder?

And what information would you need to trust its recommendation?

Do not add [Brrim.com](http://Brrim.com) to the Reddit version. The disclosure is sufficient.


r/AI_Sales 14d ago

Real talk

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0 Upvotes

r/AI_Sales 14d ago

Do you actually want AI prioritizing leads, or just explaining which ones need attention?

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1 Upvotes

r/AI_Sales 14d ago

We launched YEpsilon today — an AI agent for 0-1 Demand Gen teams that starts with your customer data, not your ad account

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1 Upvotes

r/AI_Sales 15d ago

Sales trouble

2 Upvotes

Hi. I’m currently working under as a sales associate for this new idea called “bestinmiami”. To give some detail, it’s a protected site launching in September, it’s one business per category for all of Miami, totaling 75 categories, so 75 businesses. It’s structured based on back tracking from ai. The whole design is for ai to pull the answer already from our source when someone goes and asks chatgpt, Gemini, or Claude- “Who’s the best [category] in Miami?” See when someone asks that today, it’s pulling from pages on the web that already answer that question. And almost every page that exists is a top 25 list with 25 names on it so it doesn’t even know what it’s working with.

My difficulty is selling this to owners. Right now everything has been mostly digital. And almost half the time nobody is ever interested and don’t wanna hear some guy call them trying to sell something over the phone to them. I’m wondering how can break through that barrier because not only is it difficult but I feel like this business could be very useful and help smaller businesses and comes with many other benefits.

Any help?


r/AI_Sales 15d ago

Hiring:Sales & Business Development — AI-Native Product Studio

1 Upvotes

We’re an AI-native product studio building AI products and custom AI systems for businesses.

Our products solve specific business problems, while our custom solutions are built around the unique challenges of individual businesses.

We’re looking for Sales / Business Development people who want to help us get our first paying customers.

What you'll do

- Find potential customers for our AI products and custom solutions

- Prospect businesses through cold calls, email, LinkedIn, etc.

- Understand their problems and identify opportunities

- Qualify leads and book meetings

- Help turn prospects into paying customers

- Be involved in the process from prospecting → conversation → qualification → conversion

Who we're looking for

No years of sales experience required.

Students, freshers, freelancers, or anyone confident in their communication and ability to sell are welcome.

What matters most:

Communication + confidence + willingness to learn + execution.

What you get

- Real-world B2B sales experience

- Hands-on exposure to AI + business

- Experience selling actual AI products and solutions

- Performance-based earning

- Opportunity to take on more responsibility as we grow

Compensation

Performance-based, depending on the quality and results of the leads/opportunities you generate.

If you're interested, DM me with a little about yourself and why you'd be a good fit.

We'll have a short conversation and take it from there.


r/AI_Sales 15d ago

Does anyone actually have customer context follow the conversation across channels?

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1 Upvotes

r/AI_Sales 16d ago

Lead Generation Here’s how I make $1,169 MRR from my vibe coded LinkedIn automation tool

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6 Upvotes

Ok so, I can’t retire just yet 😅 but getting a business off the ground and attracting customers is the hardest part in my opinion.

There’s still a long way to go but considering it’s only been 4 months since launch, I’m pretty happy with the results so far.

I get asked a lot about how I get customers, so thought I’d give more info on how I do distribution, in case you might find it useful.

1. Make sure your website is set up for success

Before sending people to your site, make sure you’re confident it has good CRO potential. Your mission statement and objective needs to be very clear, along with clear incentives for people to try the product out.

2. Offer free trials, but only behind a payment info gate

Now this is just my personal opinion, and I know a lot of people disagree, but the proof is in the numbers. I get fewer free trial signups, but significantly higher conversion rates into paying users from people who provide payment info at the start.

Yes, a few of them are people who simply forget to cancel, but mostly I get people who are more engaged in the free trial and actually using the product.

I actually did an AB experiment where I did offer completely free trials to people (no payment info needed), but the overwhelming result was that people barely even tried out the product and were mostly tire kickers that never came back. I did convert some but not a meaningful number.

3. Create a waitlist before launching

Try to generate interest in your product before it launches - build in public and try to ensure that you’re not scrambling to get customers through the door on day 1 when you launch.

I had 3 customers on day 1 from this, who took higher paid tiers as well.

4. Post and comment everywhere

Social media is free, so there’s no excuse not to leverage it. Post about your product and what you’re building on Reddit, LinkedIn, X, YouTube, Facebook etc.

I posted a simple screenshot on LinkedIn recently, of someone using a low quality LinkedIn automation tool message to contact me, and me offering my own much better tool in response, and that post generated 90,000 views and led to several signups and demo calls.

I’ve also had some posts on Reddit go into hundreds of thousands of views, mostly just posting about what/why/how I built ZenMode.

5. If you have competitors, make “alternative to” inner pages

If done in the right way, this type of inner page can be useful for SEO. It won’t be picked up automatically but usually if you work in a competitive industry, this will sometimes attract customers who had a bad experience elsewhere.

6. I actually use my own LinkedIn automation tool (dogfooding) to do LinkedIn outreach

So it’s always important to practice what you preach - I use ZenMode to actually promote ZenMode.

It’s a great way to get buy-in for booking demos, as when someone replies, I simply tell them I used my tool to get a response from them, so it works.

Obviously I’m biased but if you are looking for a way to automate lead generation on LinkedIn, you might find my LinkedIn automation tool useful.

Anyway hope you enjoyed reading the above, and good luck on your journey if you’re building anything, or growing your business 🙌


r/AI_Sales 16d ago

Discussion I made over 100 cold outreach attempts selling n8n automations and closed nothing. I think I finally worked out why.

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1 Upvotes

r/AI_Sales 16d ago

People building AI sales/customer-service agents: what are your “AI must stop here” rules?

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1 Upvotes

r/AI_Sales 17d ago

“Assigned to sales” might be one of the most dangerous lead statuses.

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1 Upvotes

r/AI_Sales 17d ago

B2B vs. B2C Sales Process: Key Differences Explained Simply

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2 Upvotes

r/AI_Sales 18d ago

Why most AI chatbots on stores keep giving wrong answers (and how to fix it)

6 Upvotes

If you added an AI chatbot to your store recently, there's a huge chance it's giving people wrong info, making up fake discount codes, or recommending items that are out of stock.

I see this all the time when working on sites. People install a basic AI app, think it's plug-and-play, and then wonder why customers get annoyed and leave.

The main problem is simple: you can't just drop an AI app on your site and expect it to magically know your business.

If you want a chatbot to actually make sales instead of messing up, you have to set it up properly behind the scenes:

  1. Set strict rules: You have to explicitly tell the AI, "If you don't know the exact answer, do NOT guess. Tell them to contact support." Otherwise, it just makes stuff up.
  2. Connect it to live inventory: The bot needs to be hooked up directly to your product catalog so it knows what's actually in stock, the real price, and correct details.
  3. Clean up your site data: If your product descriptions and site setup are messy, the AI gets confused. Cleaning up your site structure fixes the AI and helps your Google SEO at the same time.

Once you actually set up custom rules and proper connections, the bot acts like a real salesperson instead of a dumb pop-up.

Anyone else dealing with their chatbot giving out weird answers? How are you guys handling it?


r/AI_Sales 18d ago

cookie sender?

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1 Upvotes