AI and tech stack
AI & Tech Stack
Unlock ROI from your sales tools and AI. We help B2B SaaS SDR teams adopt their tech stack, embed AI workflows, and turn activity into qualified meetings.
Most companies invest heavily in sales tools but fail to use them effectively. The same is true for AI…reps either avoid it completely or use it in ways that add no value.
We help you align your stack and embed practical AI workflows that save time, so reps can focus on value-added activities like cold calling and starting more conversations.
Have You Invested in Tools and AI, But They’re Not Driving Pipeline?
Low AI Adoption
SDRs either don’t use AI at all, or they use it in ways that add no measurable value.
Fragmented Workflows
Data is scattered across ZoomInfo, Outreach, Salesforce, and Clay, forcing SDRs to spend more time on admin than conversations.
Missed Opportunities
Without AI-driven targeting and signals, reps spend time on accounts that aren’t ready to buy, leaving pipeline on the table.
Make AI and Your Tech Stack Work for You
We help SDRs generate more meetings by aligning your stack and embedding AI workflows that cut down admin, improve personalisation, and free up time for what really matters…cold calling and starting conversations with qualified buyers.
Below are some AI and tech use cases across the funnel.
TOFU
Smarter Prospecting and Account Selection
Reps waste time chasing the wrong accounts. AI ensures your focus on the right prospects, with the right data, and personalises outreach to start more conversations.
Use Cases Include:
- AI-driven account scoring based on signals and intent
- Detection of buying triggers like hiring, funding, and job changes
- Automated data enrichment from databases and enrichment platforms
- AI-generated outbound messaging tailored to personas and triggers
- Smart segmentation across tiers, roles, and geographies
MOFU
Qualification, Discovery, and Nurture at Scale
Opportunities stall when follow-ups are slow or generic. AI supports reps in real time, ensures fast and relevant engagement, and keeps opportunities moving forward.
Use Cases Include:
- Real-time transcription and call analysis from conversation intelligence platforms
- AI-assisted coaching with dynamic insights and battlecards
- Persona-based follow-up sequencing through sales engagement platforms
- AI-driven recommendations for content sharing (case studies, ROI tools, etc.)
- Automated meeting recaps and CRM updates
BOFU
Closing Support and Forecasting Accuracy
Deals get stuck when objections aren’t handled or risks are missed. AI provides real-time support, highlights risks earlier, and makes forecasting more accurate.
Use Cases Include:
- AI-driven objection detection and coaching prompts in live calls
- Deal health scoring and risk prediction from CRM and behavioural data
- Predictive forecasting models based on historical and live activity
- AI-assisted proposal creation and contract workflows
- Buyer sentiment analysis to flag risks before they block deals
Pricing based on scope.
AI & Tech Stack Optimisation
Most sales teams underuse the tools and AI capabilities they already have.
We help you align your stack and embed practical AI workflows that make SDRs faster, more effective, and more consistent, so more activity turns into meetings and pipeline.
Including:
- Tech stack adoption audit across databases, CRMs, and engagement platforms
- AI workflow design for prospecting, enrichment, and personalisation
- Signal-based targeting frameworks tied to ICPs
- Prompt libraries and enablement packs for SDR use
- Training on responsible AI adoption and daily workflows
- Recommendations to unify data across platforms and reduce manual work
- Leadership debrief with 90-day action plan
Working with Mark was a real value-add for the team at Moss
Mark’s feedback on our cadences led to immediate improvements, and his coaching notes were very helpful for our team leads to better support the reps.
The group sessions brought fresh energy and motivation, especially for our newer SDRs who gained a lot from the structured, practical approach.
The one-on-one coaching had an even bigger impact, helping reps build confidence and improve their performance in a focused way.
He was collaborative, insightful, and clearly invested in helping our team succeed. I’d happily recommend him and would be keen to work together again in the future.
Anton Rummel Co Founder, Moss
Ready to Make Your Sales Tech Stack Deliver Pipeline?
Let’s align your stack, implement AI workflows, and help your SDRs generate more meetings.