Our CTO, Pau Beltran, shared something interesting with me this week: AI tools are not only making engineers much more efficient, but they’re also fundamentally reshaping their role. And as their output scales, engineers need to stay closer to the clients who use what they build. Yes, AI lets them produce 10x more code, but how do they gather 10x more client feedback to know how they can make the tools they build even better? If you’re in sales, this will sound familiar: how do you give your product and engineering managers more exposure to client feedback when most salespeople are naturally protective of their accounts? You like to stay in control of client conversations and limit who gets involved. In reality, the issue isn’t that client feedback isn’t being captured. It is, every day. The challenge is making it accessible to your engineers, and you can’t expect them to dig through HubSpot to find it. Our EU Private Equity Leader Nikunj Agarwal recently came up with a clever workaround using n8n. Instead of bringing engineers into the sales workflow, Nik realised we need to bring client feedback directly to the engineers. Here is the automation Nik built for Arbolus (check out his n8n flow below): >Every feedback call artefact is summarised, segmented and scored >It’s then pushed into Hubspot and uploaded into the contact profile >The summary is posted instantly to engineers in a Slack channel. All Sales needs to do is call clients; all engineers need to do is read Slack. The real value is the discourse that flows in real time. Sales & Engineering sharing instantly and asynchronously without any changes or disruptions to their workflows, fast iterating on user feedback. What automation setups are your commercial teams using? Share in the comments if you can!
How AI is changing engineering roles and feedback loops
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Ever looked at your sales pipeline and thought… “huh, what happened to that deal?” 👀 We’ve all been there — deals that just sit, quietly decaying in the background while new ones take all the attention. That’s where Pipedrive’s Rotting Feature comes in. It’s basically an early warning system for your deals — highlighting the ones that haven’t moved in a while so you can jump back in before they’re gone for good. Why it’s worth paying attention to: 🚀 Keeps your pipeline clean (no more zombie deals) 🚀 Improves your forecasting accuracy 🚀 Nudges you to follow up at the right time 🚀 Totally customisable per stage In our latest blog, we break down exactly how it works, how to set it up, and even how to automate follow-up reminders with Zapier so nothing falls through the cracks. If your pipeline’s feeling a little stale lately, this might be the tune-up you need. 👉 Link to the full post in the comments! #pipedrive #automation #rottingfeature #pipeline #leadhealth ----- We are Solvaa, a digital agency helping scale-ups boost productivity with AI Adoption, Digital Transformation & Citizen Development Follow us for insights on: - Organisational Productivity with #nocode and #ai - Digital Adoption with tools like #Pipedrive, #SmartSuite and #Xero - Automation and AI with #Zapier - #DigitalTransformation - #CitizenDeveloperEnablement
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Ever looked at your sales pipeline and thought… “huh, what happened to that deal?” 👀 We’ve all been there — deals that just sit, quietly decaying in the background while new ones take all the attention. That’s where Pipedrive’s Rotting Feature comes in. It’s basically an early warning system for your deals — highlighting the ones that haven’t moved in a while so you can jump back in before they’re gone for good. Why it’s worth paying attention to: 🚀 Keeps your pipeline clean (no more zombie deals) 🚀 Improves your forecasting accuracy 🚀 Nudges you to follow up at the right time 🚀 Totally customisable per stage In our latest blog, we break down exactly how it works, how to set it up, and even how to automate follow-up reminders with Zapier so nothing falls through the cracks. If your pipeline’s feeling a little stale lately, this might be the tune-up you need. 👉 Link to the full post in the comments! #pipedrive #automation #rottingfeature #pipeline #leadhealth ---- I'm Kelly Goss, founder & Chief Problem Solver at Solvaa and author of 'Automate It with Zapier and Generative AI'. Follow me for insights on: - Productivity with #nocode and #ai - Digital Adoption with tools like #Pipedrive, #SmartSuite and #Zapier - Digital Transformation - Citizen Developer Enablement
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Your team mates are hiding something Here's what they won't tell you "My process is broken" Why? Because it’s awkward Here is another one. When a team members says: → “It’s manageable” → “Not a big deal” → “We’re fine” They’re usually hiding something. Like… → 90-minute daily workarounds → Broken tools they lobbied for → Messy fixes they never logged Admitting the truth feels like admitting failure. Nobody wants to have that conversation. And when you ask: “Can you tell me what's your workflow?” What they hear is: “Show me everything you’ve been doing wrong.” So they downplay. But if you wanna help, you can’t just take what they give you. You dig. How? → Start with this: “I’m not here to audit you. I’m here to make your life easier.” → Call it out: “I know this feels weird. But I can’t fix what I don’t know.” → Normalize it: “Every team has messy processes. The good ones just admit it faster.” → Ask permission: “Can I ask some follow-ups?” Real story: Marketing ops manager says their attribution is “fine”. 40 minutes in: “I spend 3 hours before every board meeting manually updating our CRM” That’s a $30K/year problem. Hiding behind “we manage.” Awkward silence is not the enemy. It’s the signal. → “Tell me more about that.” → “How long’s that been happening?” The best B2B teams? They get good at awkward. Because that’s where the real problems live. btw. Looking to build internal automations? Wanna see how I run these convos without burning bridges? I've got a full list of Questions to ask inside the 7-day AI Roadmap Challenge. Let me know in the comments below.
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90% of the revenue teams we speak to don't fully leverage their AI call transcripts. Here are our 11 favorite use-cases at Workflows.io: SALES CALLS - Analyze transcript with AI to fill in deal properties. - Create content ideas from prospect pain points. - Weekly sales digests + performance reviews. - Send call summaries to Slack + HubSpot. - Draft personalized follow-up emails. - Generate score cards for every call. CUSTOMER CALLS - Auto-create post-call action items for client + team. - Upload call transcripts to our customer Claude projects. - Weekly account summaries for internal management team. - Monitor for expansion signals and send Slack notifications. - Create Notion tasks from call transcripts (WIP). Some of these we're doing using "Ask Sybill". Others through pulling the transcripts to n8n. Can't believe I spent years as an AE without an AI notetaker 😅
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The simplest way to explain Revenue Lifecycle Automation and the AI created from [that] innovation. #QuoteToRenewal #RevenueLifecycle #DataOrchestration #DigitalWorkforce #RLM #RenewalLifecycle
I have 30 seconds to tell you what SAASTEPS is! ⏰ People keep asking what SAASTEPS actually is, and now that we’ve launched CODEN, the confusion has only grown. So here it is, in simple terms: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 is one of the most used platforms in the world for 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗶𝗻𝗴 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗶𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗿𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀. Imagine a company selling a product: it uses Salesforce to track negotiations, record contacts, and manage the sales pipeline. But Salesforce was built to manage customers, 𝗻𝗼𝘁 𝗿𝗲𝘃𝗲𝗻𝘂𝗲. And that’s where the real challenge begins: companies end up juggling spreadsheets, integrations, and multiple systems just to send quotes, renew contracts, and monitor results. The process becomes expensive, slow, and fragmented. 𝗦𝗔𝗔𝗦𝗧𝗘𝗣𝗦 was created to fix that. We built a 100% Salesforce-native solution that centralizes and automates the entire revenue cycle, from quote to renewal, with no external integrations needed. And 𝗖𝗢𝗗𝗘𝗡 is our newest product, an AI agent, your new digital coworker, bringing even more agility to revenue management inside Salesforce. It understands what you need and gets it done for you: generating quotes, renewing contracts, and pulling revenue data, all through conversation. 𝗜𝗻 𝘀𝗵𝗼𝗿𝘁: 🚀 𝗦𝗔𝗔𝗦𝗧𝗘𝗣𝗦 𝗶𝘀 𝘁𝗵𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆. 💡 𝗖𝗢𝗗𝗘𝗡 𝗶𝘀 𝘁𝗵𝗲 𝗽𝗿𝗼𝗱𝘂𝗰𝘁 𝗶𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 𝗯𝗼𝗿𝗻 𝗳𝗿𝗼𝗺 𝗶𝘁. Timer’s up. So, does it make sense now?
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LeadGen Tools Circa 1990: A Throwback to the Art of Persistence Before the digital revolution, business development was an endurance sport. You didn’t have automation, AI, or instant insights into buyer intent—you had a desk phone, a Rolodex, and a stack of Yellow Pages that could double as gym equipment. Back then, success in lead generation relied on two timeless skills: patience and persistence. Patience meant waiting for callbacks, building relationships one conversation at a time, and trusting that consistency would eventually pay off. There were no “quick wins” or instant DMs. Just steady follow-up and genuine connection. Persistence meant pushing through rejection, making that extra call, and following up when everyone else gave up. The best business developers weren’t the most talented—they were the most consistent. Fast forward to today, and while the tools have evolved—LinkedIn, CRMs, email automation—the core principles remain the same. Technology amplifies your reach, but it doesn’t replace the human element. People still buy from people they trust. At PRSTO LeadGen, we blend the best of both worlds: the timeless grit of old-school selling with the precision and data of modern tools. Because while the phone books are gone, the values that built great businesses—patience, persistence, and professionalism—are more important than ever.
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LeadGen Tools Circa 1990: A Throwback to the Art of Persistence Before the digital revolution, business development was an endurance sport. You didn’t have automation, AI, or instant insights into buyer intent—you had a desk phone, a Rolodex, and a stack of Yellow Pages that could double as gym equipment. Back then, success in lead generation relied on two timeless skills: patience and persistence. Patience meant waiting for callbacks, building relationships one conversation at a time, and trusting that consistency would eventually pay off. There were no “quick wins” or instant DMs. Just steady follow-up and genuine connection. Persistence meant pushing through rejection, making that extra call, and following up when everyone else gave up. The best business developers weren’t the most talented—they were the most consistent. Fast forward to today, and while the tools have evolved—LinkedIn, CRMs, email automation—the core principles remain the same. Technology amplifies your reach, but it doesn’t replace the human element. People still buy from people they trust. At PRSTO LeadGen, we blend the best of both worlds: the timeless grit of old-school selling with the precision and data of modern tools. Because while the phone books are gone, the values that built great businesses—patience, persistence, and professionalism—are more important than ever.
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How do you find the balance between automation and personalization in a professional services firm, particularly a firm like indinero that embraces the impact of technology? Client experience is about building trust, and I've learned this goes beyond personal outreach. A great client experience can include: > A seamless onboarding that uses Hubspot automation to provide process updates to clients, schedule meetings and track progress. > An intuitive and safe data exchange with automated reminders through the indinero Exchange. > Internal workflow tools that create engagement connectivity between sales, accounting, tax and client experience. > Integrated AI that streamlines processes and makes relevant data accessible and concise when decisions are being made. With 17 years in consulting, my DNA is hardwired to reach out, to personalize, to meet. I have learned to embrace the importance of leveraging automation to build efficiencies and automate routine work. My favorite part? It gives time back to our busy entrepreneurial clients and allows our team to focus on connecting, listening and advising as a true partner.
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LeadGen Tools Circa 1995: The Bridge Between Analog and Digital The mid-90s were a turning point in sales and business development. The internet was emerging, but it hadn’t yet reshaped how we prospected. Instead, the best sales teams learned to bridge the gap between traditional methods and early digital tools. Flyers and Direct Mail were still the bread and butter of outreach. Tangible, printed materials gave prospects something to hold—something that demanded attention in a way an email couldn’t (at least not yet). The art of design and copywriting mattered, and the mailbox was a battleground for attention. Trade Shows took center stage for building relationships. Deals were made over handshakes, conversations, and coffee. These in-person events provided the context and credibility that cold outreach alone couldn’t deliver. And then came the unsung hero of early digital communication—the Fax Machine. It may sound primitive now, but at the time, faxing was revolutionary. Sending documents instantly gave businesses speed and efficiency that set them apart. Some teams were sending 10,000 faxes per blast, three times a week—essentially the first version of “email automation.” This era wasn’t just about tools—it was about adaptability. Those who thrived in 1995 were the ones who embraced technology early without abandoning the fundamentals of human connection and persistence. At PRSTO LeadGen, we honor that same mindset today. While our “faxes” have evolved into automated
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LeadGen Tools Circa 1995: The Bridge Between Analog and Digital The mid-90s were a turning point in sales and business development. The internet was emerging, but it hadn’t yet reshaped how we prospected. Instead, the best sales teams learned to bridge the gap between traditional methods and early digital tools. Flyers and Direct Mail were still the bread and butter of outreach. Tangible, printed materials gave prospects something to hold—something that demanded attention in a way an email couldn’t (at least not yet). The art of design and copywriting mattered, and the mailbox was a battleground for attention. Trade Shows took center stage for building relationships. Deals were made over handshakes, conversations, and coffee. These in-person events provided the context and credibility that cold outreach alone couldn’t deliver. And then came the unsung hero of early digital communication—the Fax Machine. It may sound primitive now, but at the time, faxing was revolutionary. Sending documents instantly gave businesses speed and efficiency that set them apart. Some teams were sending 10,000 faxes per blast, three times a week—essentially the first version of “email automation.” This era wasn’t just about tools—it was about adaptability. Those who thrived in 1995 were the ones who embraced technology early without abandoning the fundamentals of human connection and persistence. At PRSTO LeadGen, we honor that same mindset today. While our “faxes” have evolved into automated
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This is very cool! We were having a related discussion last night at the Data & AI Product Management meetup, wondering how can we bring together all the different sources of info that we _theoretically_ have access to in an org, but which sit behind different systems and context. Those of us who had made progress on this front cited the same approach: Use automation tools like n8n to move relevant info to the right place, instead of getting analysis paralysis from having to use 20 different tools. Thanks for sharing Peyton!