# B2B Sales Automation — AI Inside Your Process | U [in] AI

Source: https://u-in.ai/b2b-sales-automation/
Updated: 2026-09-29

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- B2B Sales Automation

(SOLUTION)

# Automate the half of sales that never needed a human.

Lists, research, follow-ups, reporting and hand-offs run by the system; positioning, negotiation and judgement stay with your team.

Sales automation fails when it is bought as a tool and left for the team to figure out. It works when it is designed around the way a specific company sells, and when the boundary between machine and human is drawn deliberately.

We draw that boundary with you: the system takes everything repeatable — list building, enrichment, sequencing, follow-up, logging, weekly reporting — and stops where the deal starts depending on judgement.

## What the system does

- Process first. We map the route a deal takes in your company before automating a single step of it.

- Follow-up that does not lapse. Every thread has a next step and a deadline; nothing is left for Monday and forgotten.

- Reporting without assembly. The weekly numbers are produced by the system, not rebuilt by hand from five tabs.

- Inside your stack. The CRM stays the system of record. We write into it rather than beside it.

(HOW IT RUNS)
- 01 — Map the current process and find the repeated work

- 02 — Decide what the system decides and what it only drafts

- 03 — Build the automation on our own agents

- 04 — Integrate with the CRM, channels and reporting

- 05 — Test against real deals until the output is usable

- 06 — Train the team and hand over the controls

[Book a call](https://calendly.com/obelkovich/new-meeting)

(PROOF)

## Where this has run before.

(FMCG)

### Pre-sale efficiency.

The company faced the challenge of efficiently managing pre-sales in a competitive FMCG market with limited sales staff, aiming to maximise opportunities without overburdening their team.

4 → 7 deals a month closed by the same two-person sales team

→ https://u-in.ai/case-studies/fmcg/

(FAQ)

## B2B Sales Automation: the questions we get

Which CRMs do you work with? The common ones through their APIs — HubSpot, Pipedrive, Salesforce and similar. Where there is no API worth using, we deliver through the client panel and export.

What stays with our team? Positioning, pricing, negotiation, and the decision on whether a lead is good. The system proposes; people decide.

How do you avoid automating a broken process? By mapping it first. If a step only exists because someone once needed a workaround, we say so before building anything.

(NEXT)

## Related

(SOLUTION)

### Integrations

How the system connects to your stack.

Read

→ https://u-in.ai/integrations/

(SOLUTION)

### Sales Analytics

What the system reports back.

Read

→ https://u-in.ai/sales-analytics/

(CASES)

### Case studies

Seven projects with the numbers.

Read

→ https://u-in.ai/case-studies/

(GET STARTED)

## Get the marketing expertise and AI technology your business deserves.

Thirty minutes. We map your ICP live and show what the first batch would look like.

[Book a call](https://calendly.com/obelkovich/new-meeting)[Write to us](mailto:hello@u-in.ai)