How MSPs Can Leverage AI for Sales Success: Key Takeaways from Our Latest Webinar

How MSPs Can Leverage AI for Sales Success: Key Takeaways from Our Latest Webinar

In the current IT landscape, Managed service providers (MSPs) face a tough challenge that is how to grow consistently in a market that’s increasingly competitive, commoditised and AI-driven.

That’s exactly what we tackled in our latest webinar, “AI Powered Lead Generation Sales and Tactics” featuring industry experts Rahil Shah CEO, Zomentum | Nancy Henriquez CEO, Sibyl Consulting Group | Shane Gibson, Keynote Speaker on B2B Sales.

Whether you missed the session or want a quick recap, here are the most impactful insights from the discussion.

‍

MSPs Aren’t Selling IT, They’re Selling Trust

Nancy Henriquez kicked things off by highlighting a critical truth: MSPs don’t sell a tangible product, they sell trust. As a result, traditional sale tactics often fall short because buyers are no longer looking for a list of technical specs; they are seeking a partner they can rely on.

Nancy Said “ Your sale cycle starts before a prospect even knows they need you” “You need to build trust before you ever talk to them”

Her Advice on breaking the traditional sales mold:

  • Stop relying solely on referrals: Build a multi-channel proactive lead engine.
  • Resonate with Modern buyers: Shift from tech speak to business outcomes
  • Avoid wasting time on unqualified leads: Get crystal clear on your ideal customer profile.
  • Early Rejections: Focus on accelerating your path to real opportunities.

‍

AI Reshaping Sales Roles

Shane Gibson offered a data - driven look at how AI fundamentally changed the nature of sales. According to recent study by Allego:

  • 41% companies expect 5-12% of sales roles to be replaced by AI within 2 years.
  • 54% expect that 26-75% of their sales process will be automated.

Shane emphasised that AI isn’t eliminating sales, it is upgrading it. Sales professionals now need to become “agent managers”, overseeing multiple AI tools that do the heavy lifting of research, lead scoring, and proposal generation.

Key takeaways from Shane’s segment:

  • Sales Playbook + AI = rocket fuel : AI only works when it’s fed specific value props, objections handling and sales approach
  • Use AI to operationalise the 80/20 rule: Focus on A-level prospects, use AI like perplexity or custom Chat GPT to research, score and qualify leads at scale.
  • Turn every call into a coaching opportunity: Shane shared how he uses AI to analyse DISC personality profiles from transcripts to tailor follow-up communication.
  • Build a second brain: Create AI tools trained on your own voice, content, and sales style to accelerate content creation and scale thought leadership.

‍

How Zomentum is building the AI-First Revenue Platform for MSPs

Zomentum CEO Rahil Shah, introduced the company’s exciting roadmap for becoming a AI-native platform.

Here’s what’s coming:

  • AI-generated quotes and proposals: Based on historical deals, pricing rules and product info delivered in seconds.
  • Procurement agents : Automatically suggests the best SKU’s, vendors and pricing to maximize margins.
  • QBR Automation: Generate beautiful quarterly business reviews with zero manual effort by pulling in data from tickets, contracts and past QBRs.
  • Contract mining agents: Identify upsell-cross-sell opportunities and unprofitable customers hidden in your PSA.
  • Follow up Nudge: AI will prevent deals from rotting by promoting reps and prospects when deals go cold.
  • Conversation intelligence: Aggregate calls, emails and deal data into concise summaries with a future goal of enabling natural language querying.

Rahil summed it up perfectly

“You either adopt AI and thrive or ignore it and die. There is no middle ground anymore.”

Human + AI > Either Alone

While the webinar was all about AI, the speakers agreed on one essential truth: AI doesn't replace the human touch, it amplifies it.

Whether it’s asking smarter questions, following up more effectively or delivering value proactively, AI frees MSPs from busywork and lets them focus on what really matters, building trust and solving problems for clients.

If you want to dive deeper, you can watch the full recording of the session on

‍

‍

Ready to Put These Tactics Into Action?

👉 Book a demo to see how Zomentum can transform your sales process from lead to closed deal.

SEO for MSPs PPC for MSPs
Definition Optimizing your website to rank organically in search engine results pages (SERPs) without paying for clicks. Paying for advertisements that appear at the top of SERPs, and you're charged each time someone clicks on your ad.
Cost Generally, lower cost as it's based on time and effort to optimize your website. Can be expensive, as you pay for every click on your ads, and costs can add up quickly.
Time to Results Takes time to see significant results, often several months to gain visibility in organic listings. Provides immediate results; your ads can start generating traffic and leads as soon as your campaign is live.
Sustainability Sustainable over the long term if you consistently maintain your SEO efforts. Reliant on a continuous budget; traffic stops when you stop paying for ads.
Click Quality Usually, it has higher click quality as users find organic results more trustworthy and relevant. Click quality can vary, and not all clicks may lead to conversions, potentially leading to a wasted budget.
Competition Competing with other websites for organic rankings, but the playing field can be more level. Competing with other businesses for ad placements can be fierce, and costs can rise in competitive markets.
Targeting Options Limited control over specific keywords that drive traffic; relies on keyword optimization. Precise control over keywords, demographics, and location targeting, allowing for more precise audience reach.
Performance Tracking Tracking and measuring results can be challenging, but tools like Google Analytics can help. Easily track and measure performance with detailed metrics and conversion tracking tools.
Long-term Strategy Builds a strong online presence and brand authority over time. Effective for short-term goals and promotions but doesn't contribute to long-term organic growth.
Click Costs No direct click costs; traffic is "free" once you've optimized your site. Direct click costs are associated with each visitor who clicks on your ad.
Advertisements vs. Organic Results Focuses on achieving high rankings in organic search results. Focuses on paid ads displayed above organic results.
Keyword Research Important for optimizing content and targeting relevant keywords. Crucial for selecting the right keywords and managing bidding strategies for ad campaigns.
How MSPs Can Leverage AI for Sales Success: Key Takeaways from Our Latest Webinar
How MSPs Can Leverage AI for Sales Success: Key Takeaways from Our Latest Webinar

How MSPs Can Leverage AI for Sales Success: Key Takeaways from Our Latest Webinar

Speakers from the webinar "AI-Powered Lead Generation Sales and Tactics" sharing insights for MSPs

In the current IT landscape, Managed service providers (MSPs) face a tough challenge that is how to grow consistently in a market that’s increasingly competitive, commoditised and AI-driven.

That’s exactly what we tackled in our latest webinar, “AI Powered Lead Generation Sales and Tactics” featuring industry experts Rahil Shah CEO, Zomentum | Nancy Henriquez CEO, Sibyl Consulting Group | Shane Gibson, Keynote Speaker on B2B Sales.

Whether you missed the session or want a quick recap, here are the most impactful insights from the discussion.

‍

MSPs Aren’t Selling IT, They’re Selling Trust

Nancy Henriquez kicked things off by highlighting a critical truth: MSPs don’t sell a tangible product, they sell trust. As a result, traditional sale tactics often fall short because buyers are no longer looking for a list of technical specs; they are seeking a partner they can rely on.

Nancy Said “ Your sale cycle starts before a prospect even knows they need you” “You need to build trust before you ever talk to them”

Her Advice on breaking the traditional sales mold:

  • Stop relying solely on referrals: Build a multi-channel proactive lead engine.
  • Resonate with Modern buyers: Shift from tech speak to business outcomes
  • Avoid wasting time on unqualified leads: Get crystal clear on your ideal customer profile.
  • Early Rejections: Focus on accelerating your path to real opportunities.

‍

AI Reshaping Sales Roles

Shane Gibson offered a data - driven look at how AI fundamentally changed the nature of sales. According to recent study by Allego:

  • 41% companies expect 5-12% of sales roles to be replaced by AI within 2 years.
  • 54% expect that 26-75% of their sales process will be automated.

Shane emphasised that AI isn’t eliminating sales, it is upgrading it. Sales professionals now need to become “agent managers”, overseeing multiple AI tools that do the heavy lifting of research, lead scoring, and proposal generation.

Key takeaways from Shane’s segment:

  • Sales Playbook + AI = rocket fuel : AI only works when it’s fed specific value props, objections handling and sales approach
  • Use AI to operationalise the 80/20 rule: Focus on A-level prospects, use AI like perplexity or custom Chat GPT to research, score and qualify leads at scale.
  • Turn every call into a coaching opportunity: Shane shared how he uses AI to analyse DISC personality profiles from transcripts to tailor follow-up communication.
  • Build a second brain: Create AI tools trained on your own voice, content, and sales style to accelerate content creation and scale thought leadership.

‍

How Zomentum is building the AI-First Revenue Platform for MSPs

Zomentum CEO Rahil Shah, introduced the company’s exciting roadmap for becoming a AI-native platform.

Here’s what’s coming:

  • AI-generated quotes and proposals: Based on historical deals, pricing rules and product info delivered in seconds.
  • Procurement agents : Automatically suggests the best SKU’s, vendors and pricing to maximize margins.
  • QBR Automation: Generate beautiful quarterly business reviews with zero manual effort by pulling in data from tickets, contracts and past QBRs.
  • Contract mining agents: Identify upsell-cross-sell opportunities and unprofitable customers hidden in your PSA.
  • Follow up Nudge: AI will prevent deals from rotting by promoting reps and prospects when deals go cold.
  • Conversation intelligence: Aggregate calls, emails and deal data into concise summaries with a future goal of enabling natural language querying.

Rahil summed it up perfectly

“You either adopt AI and thrive or ignore it and die. There is no middle ground anymore.”

Human + AI > Either Alone

While the webinar was all about AI, the speakers agreed on one essential truth: AI doesn't replace the human touch, it amplifies it.

Whether it’s asking smarter questions, following up more effectively or delivering value proactively, AI frees MSPs from busywork and lets them focus on what really matters, building trust and solving problems for clients.

If you want to dive deeper, you can watch the full recording of the session on

‍

‍

Ready to Put These Tactics Into Action?

👉 Book a demo to see how Zomentum can transform your sales process from lead to closed deal.

How MSPs Can Leverage AI for Sales Success: Key Takeaways from Our Latest Webinar