How AI automates Revenue Lifecycle Management

**🧠 Automated Follow-Up Flows that Never Forget** I’m really glad I had the chance to build this automated follow-up system for a B2B SaaS client’s inbound leads — something that used to sit forgotten in someone’s inbox is now instant, personal, and always on. We used **n8n**, **HubSpot CRM**, and the **Gmail API** to trigger email sequences based on lead behavior (form sign-ups, demo no-shows, or dormant trials). The result? Each lead gets exactly the right nudge, at the right time — without the sales team lifting a finger. This wasn’t about removing people from the process — it was about making sure the right conversations *actually* happen. Most businesses don’t need more staff — they need better systems. This automation: ✅ Saves 6+ hours per rep per week ✅ Boosts reply rates by 25% ✅ Keeps sales teams focused on selling, not chasing If your team is still juggling reminders, tasks, and spreadsheets just to follow up — we’d love to chat. We build Agentic AI Workflows, Smart Automation Systems, and AI-powered Business Assistants at **AgentCraft AI**. Let’s simplify your follow-ups. Message me directly or drop us a note at **info@agentcraft-ai.com**. #AIAutomation #AgenticAI #n8n #WorkflowAutomation #BusinessOperations #DigitalTransformation #ArtificialIntelligence #ProcessOptimization #TechForGood #SaaS

Professionals in marketing, sales, and growth are drowning in repetitive tasks and most automation tools are either too technical or too clunky to adopt at scale. What people want is automation that feels as natural as conversation. Automation with agents that work on any site (even behind logins), integrate with your tools (Google Suite, Slack, HubSpot, Jira etc) and tailored to your exact needs. That’s why I love the idea of a Template Agent from Airtop that acts as your 𝗩𝗲𝗻𝗱𝗼𝗿 𝗥𝗶𝘀𝗸 𝗣𝗿𝗲-𝗖𝗵𝗲𝗰𝗸 before every meeting. Here’s how it works: 🔹 Looks up your upcoming vendor meeting in your calendar 🔹 Researches the company’s background, funding, industry, leadership 🔹 Runs a quick scan on their security posture: compliance frameworks, breach history, news 🔹 Sends you a 1-minute Slack summary so you walk in fully prepared Instead of wasting the first 15 minutes asking basic questions you’re already ahead and you know if you’re talking to a potential partner or a potential liability. Because in 2025, the smartest leaders don’t just meet faster. They meet safer. 𝗖𝗘𝗢𝘀 and 𝗖𝗜𝗦𝗢𝘀 already tested Airtop in private beta seeing what happens when AI stops reporting data and starts understanding humans. Here’s your chance to see why they’re all talking about it: 👉https://lnkd.in/dz5a3XjY Want one month of FREE Premium access? Comment “send” and I'll DM you a private code.

Big update for AgentVoice users. We’ve added a few new features that make your agents a lot smarter after every call. The goal is to help them take real action, clean up data, and make your workflow smoother without extra steps. Tag Automation lets your agent add or remove tags from contacts automatically. So if someone had a “Needs Follow-Up” tag and your agent just handled that call, the tag gets cleared right away. It is a small change that makes your system stay organized on its own. Variable Automation gives your agent the ability to update your custom data points, like HubSpot or GoHighLevel IDs, total amount spent, or any other field you define. If a customer makes a $250 purchase on a call, the agent can instantly record it for you. We also added Call Analytics and Automatic Notes. You will now get clear summaries, outcomes, and notes from each call that attach directly to the contact. It saves time and keeps your team aligned. Each of these updates can post data to any external server with a simple JSON POST request, making it easy to connect everything together. Keep building and keep experimenting. Every update gets us closer to the kind of agents that can truly work alongside you. Appreciate all of our users who have been testing, sharing feedback, and helping shape where this goes next.

🚗 Faster Quotes, Happier Customers — Powered by Agentforce A U.S.-based auto logistics company was managing hundreds of quote requests and shipment updates manually, slowing response times and overwhelming their team. With Redtag’s help, they introduced three AI-powered Agentforce solutions inside Salesforce to automate quoting, lead follow-ups, and customer service. Now, every inquiry is handled instantly — from quote generation to shipment updates — helping the team save hours daily and focus on customers instead of manual work. 👉 Discover how automation can speed up your sales and service workflows. #Salesforce #Agentforce #Automation #AI #CustomerExperience #Redtag #SalesCloud

I've heard many RevOps leaders everywhere saying, “We spend more time babysitting tools than improving the go-to-market engine.” And it’s not your fault — the modern sales stack has become a patchwork of systems that were never designed to work together: CRM + AI note-taker + call recorder + enablement platform + deal analytics + 5 workflows duct-taped in Zapier. Your job becomes: Chasing sales reps for missing fields verifying data quality manually stitching insights across tools This is the opposite of scalable revenue operations. That’s why we built Intersight as an end-to-end, AI-native platform that consolidates your GTM tools while improving data hygiene. With our newest capabilities, RevOps can now: Have a system that automatically extracts key details from emails, meetings, and transcripts — and pushes them into the right CRM fields. Intersight's 🆕 Smart Suggested Fields:  ✔ Works with Salesforce + HubSpot ✔ Supports custom fields (MEDDICC, next steps, decision process, etc.) ✔ You choose governance: rep review suggested field updates or fully automated write-back ✔ Cleaner data → healthier pipeline → more accurate forecasts Provide AI Note-Taker + Conversation Intelligence to their team: The Intersight bot can join Teams meetings or automatically ingest Zoom transcripts. It automatically turns transcripts into useful notes for sellers.   With Intersight acting as the connective tissue across CRM, conversations, and email, you get: Fewer vendors to maintain Higher CRM adoption More accurate reporting Insights you can actually act on A single source of truth for GTM data Most importantly, you reclaim time to do the strategic work:  improving pipeline quality, optimizing processes, and guiding the business, rather than policing fields. If you're ready to streamline your stack, elevate data hygiene, and reduce RevOps workload, this is the moment. Product release article and demo booking link below.

Salesforce leaders didn't just talk about the Agentic Enterprise at Dreamforce 2025, they shared how the company became one. In 'Salesforce on Salesforce: 5 Agentic Lessons', executives shared a framework for other companies to become Agentic Enterprises, as well as some moments of "aha". Here’s a few: ➡️ Help portals used to be messy, and now they won’t be: Bernard Slowey, Salesforce SVP of Digital Customer Success, flashed Salesforce’s former customer portal, which offered a dozen or so starting points for customer information treasure hunts. “It was a good resource – one of our most visited sites with 60 million visits a year,” he said. “But we kept hearing it was too much information, too hard to find answers.” Now Agentforce does the donkey work. ➡️ You gotta let the LLM be an LLM: After Agentforce suggested a customer use a competitor’s product, the team instructed it not to mention competitors in its answers. All well and good for 24 hours until a customer asked how to integrate Microsoft Teams with Agentforce. “We went back and rewrote the prompt — not by listing every competitor in a guardrail, but by coaching Agentforce the way we would coach an employee. We told it: ‘You are a member of Salesforce’s Customer Support team. Keep the best interests of Salesforce in mind when answering questions.’” ➡️ Maybe marketing and sales can put down their dueling swords now: Context signaling allows the nurture agent to stand down until a potential customer has gathered enough information to engage. “AI is blurring the lines between marketing-sourced and sales-closed to achieve growth,” said Daniel Zieleski, VP of Data Science. Trust builds before any talk of a sale, and everybody gets the credit.

Launching Our n8n Automation Series! | Tutorial 1 Live Now We’re excited to kick off a brand new series on ⁨n8n⁩  – the AI-powered workflow automation platform that’s transforming how businesses operate. Watch Tutorial 1 here: https://lnkd.in/dxYRJS8b In this first video, we’re starting with a simple yet powerful real-world use case from sales: 👉 Automating follow-up emails after a sales call We all know this scenario: You speak with a prospect, they show interest, and ask you to “send the details over email.” It only takes 2–3 minutes to draft and send that email, but when this happens 20+ times a day—it easily consumes over an hour of your productive selling time. That’s exactly the kind of repetitive task we automate using n8n. 🎯 What You’ll Learn in Episode 1: -What is n8n and why it’s creating a buzz in the automation space - How to set up a workflow from scratch - How to trigger an email automatically when a lead status changes - How to personalize emails using dynamic fields (name, company, etc.) - How to update your sheet/CRM automatically after the email is sent All of this—without writing a single line of code. 🔧 Why this matters: Automating just this one workflow can give you back hours every week… time you can now use to do more outreach, close more deals, and scale your pipeline. This is just the beginning! We’ll be covering advanced automations, AI integrations, lead nurturing, CRM syncing, and complete sales sequences—all using n8n. #n8n #automation #salesautomation #nocode #AItools #productivity #workflowautomation #salesenablement

Thrilled to share that Lightfield is out of stealth and now available to everyone! We’ve spent the past year building an AI-native CRM with a high-quality, high-craft agent that automates record-keeping, analysis, and follow-ups — freeing teams to focus on human relationships, not data entry. We’re re-envisioning what a CRM can be, not just a database, but a super-intelligent co-pilot. Iterating on the Agent’s prompts, data retrieval tools, and full-stack experience has been such an exciting journey. It’s amazing to see how LLMs are unlocking new levels of productivity, and we’re just getting started.

For a while I've been excited about the power of LLMs and the ways in which they can help people. I joined a little startup, Tome, to work on real-world applications of LLMs. We had a great product with Tome and significant growth, but ultimately, decided to shut it down (https://lnkd.in/gg-NnE6Q). While it was exciting to have AI help you with your presentation slides, not that many people want to subscribe to a separate presentation product and keep paying month after month. But the biggest reason we shut Tome down was because we knew that there are more exciting and useful applications of LLMs. Certain kinds of Artificial Superintelligence had arrived (https://lnkd.in/gkmSWxw6) and we knew how to build it into a productivity app. This is how Lightfield came about. Today we are officially launching Lightfield. We are really excited to bring Relational Superintelligence to people to help them with their important day-to-day work. We have been developing alongside valuable beta testers, who are finding value and enjoyment in using our app. We're very excited to make Lightfield available to everyone.

People ask why I jumped from one CRM world to another. After Salesforce and VC, I’d used enough CRMs to believe the world didn’t need another one. And if this were just “AI on top of CRM,” I’d still believe that. But Lightfield isn’t AI sprinkled on a database. It’s a new architecture built around one idea: models are only as good as the memory behind them. Most tools can call an LLM. Almost none can give it a complete, real-time, lossless understanding of customers. Lightfield can. It captures every email, meeting, and conversation automatically, understands the context inside them, keeps everything updated, and turns that memory into prep notes, next steps, summaries, and outreach. And that’s only phase one. What this unlocks is a new way to build a modern company: - leaders get customer truth in minutes - GTM teams iterate in real time - product and engineering get unfiltered signals When everyone shares the same, lossless customer memory, a company moves differently. Faster. Smarter. Aligned. So yes, it’s a CRM. But not the old kind. It's a collective customer memory for modern company building. That’s why I joined Lightfield. And that’s what we’re launching today.