If you’re leading a sales team, you’ve likely felt the pressure to do more with less. You’re expected to hit big numbers, stay ahead of the competition, and keep your reps productive — all without burning out.
But what if you didn’t have to do it all manually?
That’s where AI-powered automation steps in.
At SOLVD, we help sales teams simplify their processes using tools that are ready right now, not five years from now.
Think of AI not as a replacement, but as a smart assistant. One way to start is by automating the early part of outbound sales.
“You can have an AI autoresponder on email campaigns… its goal is to just set a meeting,” – Evan Connell, Consulting Manager at SOLVD
The idea is simple: when someone replies to a campaign email with a basic question, AI can step in to answer and book a meeting — then hand it off to your sales rep.
It’s not meant to fully replace an SDR, but it can handle enough volume to scale your outreach without adding headcount.
Sales teams have more conversations than they can remember — and often forget valuable insights from calls.
That’s where tools like Fireflies or Otter come in. They record calls, transcribe them, and feed that info into automation workflows.
“We specifically want… what did we talk about in four bullet points or less?” – Evan Connell, Consulting Manager at SOLVD
At SOLVD, we created an automation that turns every call into a short Slack message with:
This keeps everyone aligned without digging through notes or rewatching Zoom recordings.
Even training your team can be automated.
Salesforce’s Agentforce platform includes coaching tools where reps can practice their pitch, and AI gives feedback based on tone, clarity, and confidence.
“It’ll say, here’s the things you did really well. Here’s the things you did poorly.” – Evan Connell, Consulting Manager at SOLVD
You can even set it up to practice against real opportunities — meaning your reps get better while preparing for real deals.
If you’re just getting started with sales automation, here are three quick wins:
You don’t need a huge budget or a team of engineers. You just need a plan.
At SOLVD, we help mid-market SaaS companies implement smart automation using Salesforce and AI — so you can grow faster and work smarter.
→ Let’s Talk: Schedule a Free Automation Planning Call
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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