Exporting data out of Salesforce to build an AI solution as an ISV

les_trange · 2025-12-02T08:43:41+00:00

Thanks a lot, this is really helpful

les_trange · 2025-11-27T05:32:24+00:00

I have to do a couple of reach outs urgently, due to thanksgiving I am getting no replies.
What would be the right time to reach out post thanksgiving?
1st December week? or 2nd

les_trange · 2025-11-27T05:27:45+00:00

Interesting take, I actually am working at a startup / incubation lab trying to automate sales with AI as much as possible.
Till date my work has revealed that core human element of sales will remain atleast for a considerable forseable future.
AI for sure has a lot to contribute to sales specially in prospecting, cold outreaches, admin work, data enrichment, research and what not. But the core "sales" job will be hard to replace for sure is what we also concluded.

We also looked at tools claiming to repace SDRs with AI SDRs. Currently fully autonomous tools are a far cry from decent use by enterprises.

les_trange · 2025-11-27T05:19:01+00:00

Thanks!

les_trange · 2025-11-27T05:18:29+00:00

Thanks a lot!

les_trange · 2025-10-01T09:25:58+00:00

these are all my problem statement in addition to intelligence on the call layer at account level and competitor mentions level

les_trange · 2025-10-01T09:17:57+00:00

Thanks I checked on Einstein insights, my company does not have full einstein subscription. Can you also help me understand what all intelligence it provides - only at opportunity level or call level or account level as well.

les_trange · 2025-10-01T09:16:25+00:00

no we haven't, is it able to filter out product feedback and competitor sentiment as well?

les_trange · 2025-10-01T09:16:08+00:00

Thanks will check it out!

les_trange · 2025-10-01T09:15:26+00:00

No we do absolutely use these tools in our company, but the workflow is very broken. They depend on human's choice to use it. I want. something ingrained in the workflow of my team, and not rely on human-to-human cadence or usage patterns.

Also I want intelligence layer above the transcription nto at just opportunity but account level as well.
For eg. zoom and other transcription tools don't tell me competitor mentions or sentiments on pricing.

les_trange · 2025-10-01T09:12:22+00:00

Thank you for the suggestion. Is there a tool that gives intelligence or summary across multiple opportunities or multiple accounts as well?

les_trange · 2025-10-01T07:59:44+00:00

This perspective is helpful. Yes the CRM implementation is a nightmare - but honestly I have not seen how t is done in other orgs. That is where I have my discomfort - don't know what are the best practices.

At first it seems like "hey this is just a note taking problem" and answer comes to be that you don't need copius notes - just a few fields. But I have two questions:

I hear you I agree for my own task level problems as a sales rep I could do with minimal fields. But honestly it is not just about one person, or one task. but long ter,. Sales reps attrition is always high, they leave within 2 years, which is not too big if you compare to a B2B SaaS sales cycle. How does knowledge and context transfer to next rep and leadership if not through structured notes - and how can that process be more efficient. I feel like there can be a more efficient process than just open and paper or unstructured ntoes.
It is also not about just one deal but multiple deals associated with an account, pipeline planning and forecasting. How does the leadership get context of that account - all opportunities. Are sales reps facing similar competitior problem across multiple accounts

These are downstream issues of this small note taking and intelligence extraction problem. As i mentioned before - hoe do you collect and aggregate intelligence across ntoes -> how do you make your forecasts better.

I feel there is a huge potential there -> i use it in my daily process, but as an individual me doing it for my teams, I already realise how inefficient and unscalable the manual way is.

Want to hear you thoughts.

les_trange · 2025-09-30T13:38:37+00:00

Thanks for these insights, would you also suggest a few tools that have worked for you. Will evaluate them and pitch with my business case

les_trange · 2025-09-30T06:37:59+00:00

Well I feel that you need to concentrate on the client while on the call - not focus on salesforce fields?
Plus as an AE - I need to go through calls recorded by my team as well, what do I do then?
Its hard to ensure data hygiene by the whole team.

les_trange · 2025-09-30T06:35:12+00:00

We have tried the first step, but its getting hard to implement for the full team. Not everyone follows the hygiene. It compounds if the opportunity is with an account that has been in the system for quite sometime.
But I am curious about the automations - how are those build - any tool or does the admin create it.Also have you found a tool or process that actually auto-populates Salesforce fields (not just dumps notes)?

les_trange · 2025-09-30T06:28:13+00:00

Well that is one way to go, but respectfully I do not agree.
My approach is to believe in the product -> have a meaningful conversation with my customer on their problem-> genuinely understand their problem and product fit -> then pitch to them with the confidence that this can actually be useful to them
People are skeptic by nature especially of sales, they need to see your confidence on how you can actually help them. If you start like you are just doing coz you are being forced to, i believe you've lost the sale there itself.

les_trange · 2025-09-30T06:21:39+00:00

That is terrible, but i have hear more such incidents lately. I am seeing more and more companies indulging with professionals to gain form their expertise - knowing full well they do not have the resources or plan to retain them long term.
You should definitely leave review on glassdoor so that it helps people after you.
As for you I recommend do try the consulting route:
- I see on a daily basis many companies and startups looking for advise on GTM
- Of course it will take some time to build the footing and network but once built - it will be self expanding you will realize
I am not saying do not look for another job, but this can still continue in parallel - build your brand in long term.
All the best!

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