CRM agents scored near zero on knowing what is confidential
A Salesforce benchmark found AI agents lose ground over multi-step CRM work and barely recognise confidential data. What a sales team should do about it.
Insights
Notes from running our own companies.
What we learn putting sales follow-up, back office systems and AI to work, first in our own businesses and then in our clients'.
- 4 min read
- 3 min read
Readers mark down anything that sounds machine-written
Customers trust copy less once they suspect AI wrote it, even when a person did. Generic output now has a sales cost. What helps, and what does not.
- 3 min read
Why your quotes take a week to leave the building
The quote itself takes an hour to prepare. The other six days are waiting. Where quotes sit, and how written approval limits get them out faster.
- 3 min read
Every enquiry got an answer. None of them got recorded.
Our AI assistant replied to every new enquiry on our messaging line and saved none of them where we could see. What went wrong, and what to test on yours.
- 3 min read
The follow-up everyone thought someone else had sent
A quote goes out, the client goes quiet, and two weeks later they sign elsewhere. Why follow-ups fall between people, and a simple way to own them.
- 4 min read
Label every product claim: live, seed or roadmap
AI-written sales copy blends what you sell today with what you plan to sell. A three-label rule keeps the promises honest for people and AI.
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Three answers to 'how many jobs did we do?' and how to get one
When sales, operations and accounts each report a different number, it usually comes down to what the word means. Fix the definitions first.
- 3 min read
Where information dies between sales and delivery
The client told sales everything delivery needed to know. Delivery never heard it. A walk through one handoff and a five-line fix.