e-Book: PART3

Linkando Teammate: AI-supported sales experts in B2B sales

by Volker Wiora, founder and managing director of Linkando

A system from practice for practice:

How Linkando Teammate supports your sellers

Artificial intelligence ("AI") is usually used incorrectly in sales. Namely, selectively in isolated customer interactions instead of as a holistic system. Not so with our AI "Linkando Teammate": Teammate complements the tried-and-tested Linkando Sales Playbooks, an expert system for sales optimization. The AI analyses a large number of data points along the customer journey and provides your sales employees with specific recommendations for action that they can use to maximize their sales success. 

The most important facts in brief:

  • The increasing complexity of B2B sales can only be reduced through the efficient analysis and use of data.
  • Today, AI is often only used in sales in isolation in order to save time at individual points by automating data processing. Teammate, on the other hand, collects, structures and processes data along the entire customer journey.
  • Teammate analyzes this data and provides your sales staff with immediately actionable recommendations during their customer interactions.
  • Teammate combines the strengths of Linkando's expert system "Linkando Playbooks" with AI applications such as the audio AI "Jabra Engage AI".
  • The use of AI turns the increasing complexity in B2B sales into an opportunity: the analysis of available data sources enables better targeting, detailed buyer insights and more efficient sales pitches.
  • Teammate takes your sales organization from "Assisted Selling" to "Automated Selling" and, in the long term, to "Autonomous Selling "1.

Complexity as a challenge in modern B2B sales

B2B sales are facing enormous challenges: 77% of salespeople are unable to do their job efficiently, according to management consultants Gartner. Email response rates have fallen by 30% according to CRM2 provider HubSpot. According to Gartner, 55% of B2B buying centers are moderately to highly dysfunctional.

One reason for falling win rates in B2B sales is a serious mismatch between the requirements of buying centers and the way sellers structure their sales in the digital age. According to Gartner, human salespeople are now only involved in 5% of the customer journey. Instead of human interaction, most touchpoints take place digitally. However, sellers are often disoriented in the digital space. They are overwhelmed by the mass of data and have lost a holistic view of their customers.

To meet the demands of modern B2B sales, companies provide their sellers with various tools for customer interactions - for example meeting software, CRMs or service desks. However, according to Forrester Research, only 53% of sellers say that such tools improve their productivity and win rates.

Most tools do not solve the actual complexity problem, as they only support sellers in isolation with individual interactions along the customer journey. Instead, modern B2B sales requires the collection and analysis of a large number of data points and the provision of this information in actionable recommendations for sellers.

Linkando Teammate: AI-controlled expert system

AI is the most promising technology for data analysis today. It can evaluate large amounts of data within milliseconds, recognize patterns, derive purchase signals and make them available to sellers in the form of recommendations.

Today, AI is mainly used in sales to create content, for example to create outreach messages or as part of chatbots. However, these "aids" often cause more distraction and additional work for sellers instead of actually making things easier. They are only used selectively at individual points in the customer journey and not in a structured way across the entire customer journey.

That's why we designed Linkando Teammate. Linkando Teammate is the digital, intelligent partner of the sales team. A real teammate that can be effective on all levels of communication - sound, image, text and language - and offers continuous support. The Linkando Teammate concept is 100% committed to safeguarding data protection and the confidentiality of the personal information and identity of the people involved. Our work on Linkando Teammate is a funded research and development project with grants from the German government.

In conjunction with Linkando Playbooks, our expert system for structuring sales processes, Teammate accompanies the seller through all phases of the sales cycle. Teammate continuously collects data on prospects, leads and customers and makes this available to sales staff during their customer interactions. This makes Teammate much more than a system for generating content or managing conversations. Teammate offers a structured AI-driven expert system that relieves the seller and optimizes the sales process.


In particular, Teammate is aimed at the following improvements:

  1. Optimized targeting: Digital channels generate a large amount of contact data, but only a few of these contacts are valid leads. AI helps your employees to identify the accounts with the highest probability of success and address them with personalized outreach messages.
  2. Buyer Insights: Teammate collects insights from social media and company websites, identifies the customer's challenges and provides possible solutions, creates an understanding of the processes of the buying center on the sell-side and derives recommendations for action for your sellers.
  3. Buying intent: By collecting data along the customer journey and analyzing sentiment in conversations, Teammate estimates the buying intent of a lead. Sellers can therefore place their pitch when the lead's buying intent is highest. 

Teammate in practice:
What is already possible today

Teammate continuously collects data throughout the various phases of a sales playbook. This is done on the one hand by the sellers requesting this data during conversations with the leads/customers and transmitting it to the AI, and on the other hand by Teammate collecting data independently.

For example: In the following screenshot, a seller asks about the customer's challenges during a discovery chat via LinkedIn and repeats the answers in their own words. Linkando Teammate listens to the seller's words - a one-way transcription technique that does not require the other party's consent - and recognizes the applicable answers and automatically marks them in the conversation guide. Teammate analyzes these results and provides the seller with recommendations for action based on them - for example, which brochure or white paper is best suited to the customer's challenges. 

Independent data analysis by Teammate takes place during virtual meetings, for example. Our integration with the AI software "Jabra Engage AI" enables audio sentiment analysis, whereby Teammate analyzes the tonality of the conversation partner and derives implications for the further course of the conversation. Based on this sentiment analysis, sellers can, for example, assess a lead's willingness to buy and position their sales pitch accordingly. CSMs3 can use the sentiment analysis to assess the customer's mood in a complaint conversation, for example, and adjust their own response accordingly.

(Jabra Engage AI in combination with Linkando Playbooks and Linkando Teammate)
1 Gartner, 2023, 2 Customer Relationship Management, 3 Customer Success Manager

A look into the future

AI is already finding its way more and more into sales practice today; it will be indispensable in the future. As technology advances, AI will take on more and more tasks independently. This will allow human sales employees to focus more on their core emotional competencies.

The majority of what we use today in sales as "AI" is "generative AI", i.e. artificial intelligence that can generate texts, images, videos or other data with the help of generative models. This includes, for example, the autonomous creation of outreach messages. In addition to generative AI, Teammate is also increasingly using AI technologies such as machine learning to independently recognize more complex correlations and derive forecasts and actions from them.

In this way, Teammate is leading sales organizations from "Assisted Selling" to "Automated Selling". In assisted selling, people make the decisions and use tools to carry out sales tasks. In automated selling, tools support people both in the decision-making process and in the subsequent execution of tasks. Humans and machines therefore make decisions together and carry out the tasks together. Linkando Teammate enables precisely this symbiosis of man and machine.

Practical examples:

  • Teammate can "listen" to customer conversations, analyze them and independently create guidelines for sellers based on the information gained.
  • In future, Teammate will create entire playbooks independently on the basis of newly acquired knowledge and continuously improve them.
  • Teammate will analyze collected playbook data and derive forecasts for the sales forecast.
  • Based on the analysis of sales conversations, Teammate will develop new sales arguments and provide them to your sellers as part of the deal-closing playbook.
  • In addition to personalized outreach messages, Teammate will in future also create personalized content such as white papers that address the exact pain points of the respective customer. Teammate can then provide your sellers with the right content for the respective lead as part of the discovery playbook.
  • Teammate will analyze the product and service offering of existing customers, identify cross- & upselling potentials, and make them available to your sellers as part of the cross- & upselling playbook.

Compliance as a success factor

We also take regulatory trends into account in the further development of our AI. The European Commission has adopted the "EU Artificial Intelligence Act" with the aim of minimizing risk factors. The regulation came into force on August 1, 2024 and will be implemented gradually over a transitional period until mid-2027. Data and consumer protection in particular play a central role here.

To ensure regulatory compliance at an early stage, we are also designing Teammate with the EU Artificial Intelligence Act in mind. For example, European regulations prohibit AI from analyzing customer conversations without the customer's consent. One solution is for Teammate to only listen to the seller. In this case, the seller must be trained accordingly and, for example, repeat relevant information from the customer so that Teammate can record it.

Conclusion: AI is not a nice-to-have, but crucial to success

AI will not replace human sellers outside of pure e-commerce. But human sellers with AI support are already replacing sellers without AI support today.

Technology concepts such as Linkando Teammate give sellers a superpower. They enable the structured use of data - not in theory in some database, but in practice directly in the interaction with customers. Teammate was developed from practice for practice. We specifically did not want to create an "ivory tower AI" that sounds good in theory but does not achieve any practical success.

Companies that use data to their advantage will dominate B2B sales in the future. They will benefit from higher win rates, shorter sales cycles and rapid growth. We are at a turning point in global B2B sales. Traditional sales methods no longer work. The sales organizations of the future will use their knowledge and data to maximize their success in the long term.

Availability of Linkando Teammate

We are already incorporating elements of the overall Linkando Teammate concept into our Linkando Playbooks platform, e.g. the generation of messages and dynamic recommendations for action or the audio function for one-sided listening during a sales call. We are gradually expanding the available functions. Current Linkando customers can already use parts of Linkando Teammate free of charge as part of their Linkando Playbook license. At a later stage, Linkando Teammate will become a product in its own right.

We expect Linkando Teammate to be officially available between fall 24 and winter 24/25.

Anyone interested in finding out more about Linkando Teammate can sign up to our launch mailing list today at www.linkando.com/teammate

About the author

Volker Wiora is the founder and managing director of Linkando. It was here that he established the concept of digital playbooks as a SaaS solution. He has been working in the IT industry for over 25 years, including many years in management positions at global software manufacturers.
Stop Losing Deals - Part 1
How digital playbooks turn your sales team into real champions!
To the 1st part
Stop Losing Deals - Part 2
6 steps to success:
How the best IT sellers sell
To the 2nd part

Linkando Teammate

A first "sneak preview" is already available here on our website.

Take the opportunity to try out our Linkando Playbooks solution and get to know Teammate.