AI & MSP Sales
Most MSPs have the right tools in place (PSA,RMM, CRMs,etc…) to keep operations running smoothly. But when it comes to sales, manual follow-ups, slow proposals, and missed opportunities are still somoewhat common. AI sales powered tools change the game, automating lead generation, personalising outreach, and speeding up deals. Nowadays, the most successful MSPs will integrate AI seamlessly, helping them win more business and grow recurring revenue faster. AI-driven CRM tool A smart, AI-powered CRM is the engine behind scalable MSP sales, making lead tracking, forecasting, and follow-ups seamless. With the right tools, MSPs can prioritise the best opportunities and stay ahead of client needs. With the right tools, MSPs can prioritise the best opportunities and stay ahead of client needs. For instance, ✅ HubSpot Sales Hub (integrates with ConnectWise Manage, Datto Autotask, Kaseya BMS) – Automates pipeline management, lead scoring, and follow-ups, ensuring no revenue opportunity slips through the cracks. ✅ Salesforce Einstein (integrates with ConnectWise, SyncroMSP, Atera) and predicts deal success, delivers real-time customer insights, and prioritises high-value prospects, helping MSPs close more business, faster. AI-Driven Sales Engagement & Coaching tools There are AI-powered tools automate outreach and provide real-time coaching, helping MSPs convert more leads into long-term clients. ✅ Outreach.io (integrates with HubSpot, Salesforce, Pipedrive) and helps automate email sequences, track LinkedIn engagement, and analyse sales calls, making prospecting more effective. ✅ Gong.io (integrates with Salesforce, HubSpot, Pipedrive) – Records and analyses sales conversations, tracking objections and providing real-time coaching to help MSPs refine their pitch and close deals faster. More and more AI sales tools will predict buying signals, recommend the best follow-ups, and coach MSPs in real time, ensuring they stay ahead of client expectations and competition. Stay up to date with AI sales technologies for MSPs! Get in touch for a R.O.I assessment and an AI sales tool usage recommendation brief to complement your tech stack Contact 7 Mistakes MSPs Make That Lose Sales in 2025 Avoid these common pitfalls that could be hindering your sales success. Download my guide now. Download Now