Good starting points include summarising approved call records, preparing account briefs, drafting notes from verified facts and organising CRM tasks. Check factual accuracy and permissions before information reaches a customer.
For relationship-led selling, AI can research relevant people and propose possible access paths across former colleagues, customers, investors or partners. It should show the evidence behind each proposed connection and distinguish an inference from a confirmed relationship.
Automating research or sending does not demonstrate that the selected buyer has a problem worth solving. Test whether the system improves the next meaningful step: reaching a relevant stakeholder, holding a qualified meeting or advancing an opportunity.
Cold outbound can still work. Its performance depends on market, offer, targeting and execution; neither dismiss it universally nor assume more automated messages will fix weak economics.
Choose a defined account segment, document the baseline and compare results using the same qualification standard. Include human review time, error correction and customer-facing mistakes in the cost.
Orbb applies AI to researching and activating professional relationships. The value to evaluate is the work completed between finding a credible path and holding a business conversation, with people retaining control over their introductions.