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How AI Orchestration Helps Companies Win Customers | TFOS E20

Author
Rick Smith
Published
Tue 02 Sep 2025
Episode Link
https://share.transistor.fm/s/2d468ff0

If every rep had a digital coworker to prep calls, update CRM, and draft perfect follow-ups—what would your team do with the time back? Robert Henderson (Head of Revenue, AskElephant) breaks down AI orchestration for sales & CS, why “proactive AI” beats prompt-and-pray, and how leaders can coach in near-real-time.

What you’ll learn:

  • What an AI orchestration platform actually does for sellers, CS, and leaders
  • How custom agents (“digital workers”) automate prep, notes, CRM hygiene, and follow-ups
  • Building a deal-intervention agent that alerts managers when a call goes sideways
  • The future: proactive AI that acts before you ask
  • The leadership system Robert uses: a Personal Priority Roadmap aligned to company goals
  • Big mistakes teams make rolling out AI—and how to avoid siloed chaos


Key takeaways:

  • AI should make humans more human: deepen connection & decision-making.
  • Treat agents as digital workers you hire/train to your playbook.
  • Move from reactive “prompting” to proactive AI aligned to your customer journey.
  • Align leadership with a public personal roadmap to enforce focus.


Resources mentioned:

Multipliers by Liz Wiseman

Designing Your Life by Bill Burnett & Dave Evans

Connect with Robert Henderson https://www.linkedin.com/in/robert-henderson/
Connect with AskElephant: https://www.askelephant.ai/

Connect with Rick Smith https://www.linkedin.com/in/rick-smith-094b29b
Connect with Conquer https://conquer.io/

#Sales #CustomerSuccess #AIinSales #RevenueOperations #SalesLeadership #SalesAI #ProactiveAI #DigitalWorkers #AIAgents #CRMAutomation #RevOps #AskElephant

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