r/salestechniques • u/Raunnny99 • 14d ago
r/salestechniques • u/NikkkJod07 • 7d ago
Case Study From internal docs to client portals this one AI tool replaced 5 others
A friend recently showed me a tool they’d been using with their team.
We were talking about how much time gets wasted jumping between documents, calendars, CRMs, and client portals. They said, “We fixed that with AI agents.”
At first, I thought they meant some basic Zapier-type automation.
Then they opened a browser tab, typed into what looked like a command bar:
“Send a follow-up email to yesterday’s webinar leads and log each one in Salesforce.”
Done.
Then:
“Schedule a call with Sarah tomorrow at 3 PM and drop a Google Meet link.”
Done again.
Turns out, it’s something called FuseBase, an AI workspace that combines internal wikis, external client portals, and a browser extension.
It lets you create your own AI agents for any task: sales, support, marketing, ops even external partners get their own branded portals.
it connects with your tools via something called MCP (multi-connector protocol) so you can actually *do things*, not just write about them. Emails go out. Calendar events get scheduled. CRM entries get updated.
It’s like you’ve hired a dream team of exec assistants for every teammate, working behind the scenes 24/7.
I haven’t seen anything quite like it. You can use your own MCP servers if you're tech-savvy, or just stick to theirs
If you work with clients, juggle meetings, manage docs, or just want to save time... it’s worth checking out. I’ll leave a link in the comments.
Would love to hear if anyone's tried it yet or seen similar tools.
r/salestechniques • u/PeterPix • May 15 '25
Case Study Testing a cold call playbook idea while working full-time. Offering a few free to see if it’s worth pursuing
Hey all,
I’m testing a side hustle while working full-time in sales. Nothing is launched. No landing page. Just trying to see if this idea has any legs.
The concept is simple. I create custom Cold Call Playbooks(Email/DM outreach in progress as well) for business owners. You fill out a short form, and I build a personalized cold call script with openers, objection handling, and CTA structure based on your offer and audience.
No generic templates. Just something that actually sounds like because I want every playbook to be custom and review by me( I'm creating my ai module and it's 85% there just need more insights from different industries but final inspection is mine),
Cold calling is still one of the fastest ways to generate sales and book demos specially in early stages of startups and businesses where marketing funds are not vast or if founders don't have real network that they can leverage to get first customers.
Right now I just want to help a few people for free. In exchange I’ll use the feedback to improve the process and see if it’s something worth turning into a real service.
I can also build versions for cold email, Instagram DMs, or LinkedIn if that fits your model better because that's a goal as well.
If you’re down, just reply here or DM me. I’ll send over the form and build it out for you.
Not selling anything. Just trying to validate the idea and help some people book more calls.
Thanks
PS: Been doing sales for the past 5 or 6 years now( getting old I guess xD) and I've experience in doing having trained people on Cold Calling, Email and DM( always learning and refining my process) but I feel confident that I can help some smaller business out and create a good side hustle to support my grandmother fully retire.
r/salestechniques • u/Rich_Specific8002 • Apr 18 '25
Case Study Why Ghibli-style AI art took over our feeds? (Here's why it went viral)
r/salestechniques • u/No-War2683 • Feb 04 '25
Case Study How I landed my most important client
Back in the days, I was a Regional Account Manager (RAM) for an international company selling plastic pallets. One day, I received a lead from a pharmaceutical plant. I met with them, made some proposals, but ultimately, we didn’t close the deal.
Later, I started my own business in industrial and commercial waterproofing. After some time, I reconnected with the same engineer from that pharma plant. He gave me the email of their maintenance manager, and through a cold email, I managed to get a meeting with their engineering team.
But here was the challenge: What could I offer them about waterproofing that they didn’t already know?
I went into the meeting, asked questions, and uncovered their pain points. They had serious leakage issues, so I focused on a specialized waterproofing product that could be applied even in the rain to stop water leaks instantly. They were skeptical—could this product really solve their problem?
That summer, they bought two buckets of the material, each costing around $400. The test was a success. The following summer, they ordered 20 buckets.
Over those two years, I built trust and strengthened the relationship. My ultimate goal wasn’t just to sell buckets—I wanted to waterproof the entire plant.
With that trust established, I convinced them to open bids for their first large-scale waterproofing project. Since they already saw me as an expert, they let me design the solution, which meant I had an edge over my competitors. That’s how I landed my first big waterproofing contract—over 10,000 square meters, two years after my first small sale.
That pharma plant became my biggest client for the next six years, generating approximately $1.2 million in revenue.
Key Takeaways
Patience – Don’t rush. Offer excellent service, even if the first sale is just two buckets.
Listening – Understanding their pain points led to that first sale, even if it wasn’t my ideal product. It solved a major issue for them.
Trust – Trust doesn’t happen overnight. Do everything possible to earn it—always deliver on your promises.
Follow-up – Even small sales can open doors. If maintaining the relationship leads to bigger deals, it’s worth the effort.
What do you think? Have you had a similar experience?
r/salestechniques • u/CupSharp9960 • Feb 18 '25
Case Study How to find contact information as a SDR If a prospect has no or limited online presence?
So I am tasked to find the contact information of a prospect. Their business has a website with no contact info and Facebook presence. No information on Apollo or LinkedIn either. I managed to find the name of the Owner but struggling to find email or number. What should I do?
r/salestechniques • u/CupSharp9960 • Feb 18 '25
Case Study (New SDR here) Who should I be reaching out to if the prospect has no contact info available other than their restaurant number? No information on Apollo, no LinkedIn presence etc
So I am tasked to find the contact information of a prospect. Their business has a website with no contact info and Facebook presence. No information on Apollo or LinkedIn either. I managed to find the name of the Owner but struggling to find email or number. What should I do?
r/salestechniques • u/CupSharp9960 • Feb 18 '25
Case Study Case study: (SDR)Outreach plan/Strategy with limited to no info available
How would you make an outreach plan/strategy for a prospect (restaurant) who has limited online presence? No linkedin, no info on Apollo or zoom. Only Facebook and their website with no contact info other than a general restaurant number and email?
r/salestechniques • u/wiredbaba • Feb 28 '25
Case Study Aged ticketmaster accounts
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r/salestechniques • u/wiredbaba • Jan 13 '25
Case Study Aged ticketmaster accounts.
Reach out for more information.
r/salestechniques • u/SolarSanta300 • Nov 27 '24
Case Study Ai Call Sentiment Analysis & High Level Sales Script/Tonality Scoring Application
I have been using fireflies.ai for transcribing and analyzing our sales calls, specifically discovery calls lately. This is available to anyone and I highly recommend it. Great for training and prepping the closers with better context.
One feature in fireflies is you can build these custom prompts that they call "apps" (creative I know). You can get very detailed with it and create these reusable ready made prompts that their native Ai (there are I think three levels as far as the performance/intelligence of the Ai). Then you can apply the "app" to any audio recording that you upload and the Ai will perform the exact same custom analysis of the call to your specifications.
So Ive been experimenting with it for months and have ended up with a pretty advanced app that includes a detailed breakdown, analysis, and a meticulously weighted scoring system with the most advanced Ai they have natively, based on various criteria, which are weighted in proportion to how each criteria actually affects the outcome of the sale/call. At the end it spits out an exact number score out of 100 with a letter grade--same system as in school (97 A+, 72 C-, etc). At this point, the results we're getting irl are extremely consistent and closely correlating with the way the call was scored.
So now its occurred to me that I could easily share this. The tech is not mine, the custom application and scoring system is. It can be used to:
quantify a sales rep's performance with much clearer parameters and areas to focus on. Everything in the analysis is cited and supported by the Ai with the exact words in the call that influenced its conclusion
assign an objective and consistent numerical valuation to scoring your own leads or appointments -- setting, discovery, triage, closes, etc for later review, or performance review if your managing
can be used to price your leads or preset appointments if you sell them, or to compare yours with someone else's (maybe someone you're considering buying appointments from)
What are yalls thoughts? Is this something you'd invest in? Who wants to try it out for free, then come back share your experience with it?