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Pilot workshop for B2B sales

AI in B2B sales: Where does it really pay off?

For Austrian industrial and technology companies.

Identify the AI applications that actually make your sales faster, more efficient and easier to manage before investing time and budget in more tools.

AI, growth and revenue systems in B2B sales

Signals

Processes

Roadmap

Beyond AI hype

AI does not automatically improve sales.

Valuable information often already exists within the company: in emails, proposals, meeting notes, CRM data, service requests, website activity or individual employees' knowledge.

The problem: relevant signals are scattered, recognised too late or fail to trigger consistent action.

Workshop focus

We make visible where sales loses money.

We examine where revenue, time and relevant information are lost in your actual sales process, and where AI could help.

Sabrina Pils-Matiasek diagnostic visual for revenue systems

1. Customer signals

Which information indicates a need or pressure to change?

  • ✓new investments or projects
  • ✓changes in key contacts
  • ✓website and content interactions
  • ✓past enquiries and lost proposals
  • ✓service cases and usage patterns
  • ✓recurring questions from sales conversations
  • ✓opportunities within existing accounts

2. Sales processes

Where do delays, disconnected tools or manual work occur?

  • ✓lead research and qualification
  • ✓preparing for customer meetings
  • ✓documenting conversations
  • ✓proposal processes and follow-ups
  • ✓handovers between marketing, sales and service
  • ✓CRM maintenance and sales management

3. Data, systems and AI applications

What is available, what is missing and which solution really fits?

We distinguish between conventional automation, AI assistants, semi-autonomous agents and revenue operations as the foundation.

A basis for decisions

What you take away from the workshop.

A concrete basis for making decisions according to expected business value.

an overview of the biggest revenue and efficiency losses

prioritised AI and automation use cases

assessment of value, feasibility and data availability

concrete quick wins for the coming weeks

clarity on which processes and data need improving first

a realistic 90-day roadmap

a clear recommendation on what to implement now and what to leave aside

Typical use cases

The right opportunities depend on your business.

Which AI or automation approaches make sense depends on your business model, customer journey, sales cycles and existing systems.

identify buying signals and target accounts earlier

prepare for customer meetings faster

automatically structure conversation notes

follow up on proposals according to the situation

reactivate lost opportunities

identify potential in existing accounts

make product and sales knowledge easier to access

improve forecasts and sales management

reduce administrative tasks

suggest the next useful sales activities

Who we work with

For B2B companies with complex products.

The format is particularly relevant to Austrian companies with longer sales cycles or multiple buying stakeholders.

  • ✓industry and industrial supply
  • ✓mechanical and plant engineering
  • ✓measurement, testing and sensor technology
  • ✓energy and environmental technology
  • ✓technical services
  • ✓software and B2B technology
  • ✓defence and security-related technology

The workshop is a particularly good fit if you ...

  • ✓want to use AI but lack clear priorities
  • ✓are testing tools whose measurable value remains unclear
  • ✓have established processes and multiple data sources
  • ✓want to make sales less dependent on individuals
  • ✓need more visibility into your pipeline, activities and revenue potential

Not designed for

Companies looking only for a general introduction to ChatGPT or expecting a ready-made solution regardless of their own sales process.

Looking for three pilot companies

Let's identify where AI in your sales creates real value.

I am currently offering three places for Austrian pilot companies. Pilot partners receive the workshop at a substantially reduced pilot price, an individual analysis and a prioritised 90-day roadmap.

In a no-obligation introductory call, we clarify your starting point, key sales challenges and whether the workshop makes sense for your company.

Book a no-obligation pilot call