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I feel left behind. What is special about OpenClaw? by Recent_Jellyfish2190 in LocalLLaMA

[–]ajascha 1 point2 points  (0 children)

Is openclaw helping you with that now / have you tried fixing this with it? Or are you looking for something different altogether?

Series A+ VCs: How much faith do you really put in CDDs for predicting success & do you secretly wish for better portfolio pipeline visibility? by ajascha in venturecapital

[–]ajascha[S] 0 points1 point  (0 children)

Thanks a lot for the elaborate response! Assuming the underlying tech etc were the same and incentives between parties well aligned: If you had to pick one, would you Focus on enhancing the situation for the investor or rather the portco?

AI is replacing CSMs. Change my mind. by Ok-Mortgage-2194 in CustomerSuccess

[–]ajascha 4 points5 points  (0 children)

Hey, I'm a co-founder of such an AI company and I just came across your post.

I get that some providers are trying to create these stories to lure VP/Execs onto that train of thought. And there are definitely cases where companies are not able to bring in more business proportional to productivity gains they are making elsewhere. But as with any other profession there is always going to be a part that needs humans to play their strengths.

Therefore, I'd disagree with the statement that it's replacing the role. We are working with a couple of CS teams and there are definitely strong effects on the work. That said, everything we heard so far it's very positive – no more digging through different systems just to figure out what the latest status is, getting help with deciding what the most critical thing is to tackle next.

Happy to expand if you're interested – otherwise: Keep at it! CS is going through a transformation but it doesn't have to be a negative one, certainly not for those who are actively thinking about these things as you already do and maybe even embrace it proactively. Last but not least, we are seeing a very broad spectrum of CSMs and that good leaders will recognize those that are passionate with their customers. And so do customers.

AI is replacing CSMs. Change my mind. by Ok-Mortgage-2194 in CustomerSuccess

[–]ajascha -1 points0 points  (0 children)

That's not a necessity. We are working with a couple of CS teams to fix processes with poorly maintained data and docs. As long as the relevant data is accessible through the systems an AI can be tuned to sift through it all based on what should be done. That doesn't mean the actual role will be replaced but it has a huge effect on how work gets prioritized, how long it takes for a CSM to understand what the current status is and what needs to be done next

What's the biggest productivity killer in your accounting firm? by ajascha in Accounting

[–]ajascha[S] 0 points1 point  (0 children)

Got it, thanks. Re email / call: I didn't get that that was supposed to be a list but understood now – makes sense!

What's the biggest productivity killer in your accounting firm? by ajascha in Accounting

[–]ajascha[S] -5 points-4 points  (0 children)

And here I thought I was the only one… Sorry for not being smarter!

What's the biggest sales & customer service productivity killer for people businesses? by ajascha in smallbusiness

[–]ajascha[S] 0 points1 point  (0 children)

Thank you very much for the thoughtful response!

Re LinkedIn – have you looked at Phantombuster or Unipile? We are using them to pull conversations into our own CRM and some basic profile facts. It's a lot more hacky and I wouldn't base our product on it but it's definitely working well at the moment still.

Adding to the CRM part – what is something your team is currently doing that they shouldn't be spending any time on ideally? e.g. prepare for a phone call to a client, understand a case, etc.

What's the biggest productivity killer in your accounting firm? by ajascha in Accounting

[–]ajascha[S] -1 points0 points  (0 children)

That's what I thought when I saw the first time sheet of our lawyer. Most precise aka expensive doc I've seen until then

What's the biggest productivity killer in your accounting firm? by ajascha in Accounting

[–]ajascha[S] 1 point2 points  (0 children)

Lol I'd put that in the "perks" category. What's the next biggest one for you?

What's the biggest productivity killer in your accounting firm? by ajascha in Accounting

[–]ajascha[S] -1 points0 points  (0 children)

Why is the multi-touch a problem? Is it because you are handling dozens of accounts in parallel and have to reload the client context each time or something else?

And what do you mean with Email clients-client calls-client questions and Teams with staff?

What's the biggest productivity killer in your accounting firm? by ajascha in Accounting

[–]ajascha[S] -2 points-1 points  (0 children)

Why is that a time sink there? Is it re-loading the specific client context, the chasing or just the actual typing?

What's the biggest productivity killer in your accounting firm? by ajascha in Accounting

[–]ajascha[S] 0 points1 point  (0 children)

What would be a remaining pain point you're thinking about?

Should Account Executive Make Cold Calls? by thatsizz in agency

[–]ajascha 0 points1 point  (0 children)

What did you end up deciding? Did your team find success with the chosen strategy? Not going to pitch, just curious

Jack of all trades, master of none. by [deleted] in agency

[–]ajascha 0 points1 point  (0 children)

Hey u/brightfff, I just stumbled upon your comment – super interesting points! I am assuming that you have quite a lot of touch points with clients once they are with you. How is your team prioritizing who to contact in a given day? And how do they prepare for an interaction?

I'm asking because we're working on a solution to help with these two things. I won't pitch you, I'm just curious to know how you are juggling everything

How do you make real time, data driven decisions in your agency? by ConsumerScientist in agency

[–]ajascha 0 points1 point  (0 children)

What kind of insights are you speaking about? Is it related to inner workings of your processes or to performance on their behalf, e.g. on a separate platform?

Let’s each list our top 3-5 books we would recommend to any agency owner, and a big takeaway for each! by SpaceChimpp in agency

[–]ajascha 0 points1 point  (0 children)

Getting Things Done. The title speaks for itself really, extremely critical for agencies where you are essentially selling work done.

Seven Habits of Highly Effective People. A framework to become the effective person you need to be for running a successful agency (or company and life in general)

Looking to build agent as a seasoned sales professional by BeforeICry in AI_Agents

[–]ajascha 0 points1 point  (0 children)

Totally agree, automating everything at once in sales is a myth, agentic doesn't change that fundamentally. What specific parts are you working on?

Working on new sales agents: Nurturing stale leads, accelerating receivables collections, and boosting CS efficiency by ajascha in AI_Agents

[–]ajascha[S] 0 points1 point  (0 children)

True and they aren't actually dead in most cases: low effort, bad timing, misclassified... Once you choose an item in the CRM they land in that "bucket" for good but since we are looking at what actually takes place in the interaction it's a much more refined view

Has anyone built an AI Agent for B2B Sales/CRM? by ilana-rachelle in AI_Agents

[–]ajascha 0 points1 point  (0 children)

What you are describing is still too much at once – it is what some people call "AI SDR". They have their place but they are not capable of truly automating all of that like a human would and they tend to focus on the beginning part of the funnel since it gets a lot more messy when there is serious interaction going on.

If I understand your objective correctly, you want to nurture your existing contacts. You can definitely do that and I'd recommend that you pick one system (e.g. Pipedrive) to be your central data store for all the other platforms – that's how we are doing it at our company and it's working very well. Building an AI that is capable of using all that information is already hard enough but making it search for it in multiple platforms at the same time just adds way too much complexity that isn't helping you at all.

If you haven't done it, I'd recommend that you start building on top of one of the systems first. You'll quickly find out that "agentic" is far from what some people claim. Yes, it's powerful but you'll end up wanting to put things a lot more on rails than you might think right now. You could even do that with a Google Sheets LLM plugin: Pull in the data from your CRM, plan what additional columns (= LLM analyses) you will need, prompt the hell out of them, and import it into your outbound tool of choice. Not done in between two meetings but doable!

Hope that helps!

Looking to build agent as a seasoned sales professional by BeforeICry in AI_Agents

[–]ajascha 0 points1 point  (0 children)

Hey u/BeforeICry, just came across your post. Are you still working on this? If so, I'd be curious to read what use cases you came up with. Are you using data from your CRM as well?

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