An OMB® AES module

Social Selling 2027

Your LinkedIn stops being a social network
and becomes a sales machine.

For the record

No data scrapingNo scraping bot touches your network. We operate inside your accounts, by your rules and LinkedIn's.
No databasesWe don't sell lists or buy contacts. Every person is already in your network or came in by your criteria.
No cold leadsWe don't hand you names that never heard of you. We hand you conversations that have already started.

We operate your accounts with more and better filters and generate real, authentic conversations from your own accounts. The opportunities that reach you are real.

OMB, operating since2012

This was not designed in a boardroom.
It was calibrated over fourteen years of conversations.

OMB has operated on LinkedIn without interruption since 2012. Every criterion that governs the system today traces back to a real conversation: the invitation that opened a corporate account and the one that never got a reply, the message that secured the meeting and the one that arrived late, the two-year silence that still allowed a second chance. Thousands of successes and a few mistakes, which are the ones that leave the most valuable lessons.

That is why it is neither a generic tool that has to be taught how to sell, nor an agency that scales by adding hands. It is a proven method, translated into code, operating with judgment of its own on your team's accounts.

End-to-end automation

From a list of names
to a meeting on the calendar.

Six chained stages that run on their own. None of them depends on someone remembering to execute it.

  1. 01 ICP segmentationThe AI reads each person's profile and scores it against your ideal customer. Real context from the very first message.
  2. 02 InvitationA unique note for every person invited, written around what that person actually does. If there is nothing true to say, it isn't sent.
  3. 03 Intelligent conversationThe AI talks with each person individually. No repeated templates, no generic bots: it reads who they are and what they do for a living.
  4. 04 Follow-upFlawless, individual follow-ups, built on the best practices of the trade. Not a single loose end.
  5. 05 ConversionThe AI works toward a call or a meeting, and until it lands, it keeps the conversation going with strategy.
  6. 06 OpportunityIt lands in the OMB AES CRM and you receive your prospects right on time, with the full conversation and its qualification.

The platform

One place for the entire
sales conversation.

Today each salesperson runs their own account and nobody has visibility of the whole. Here the conversations from every account arrive on the same screen, with their full history, searchable by name, company or the content of the message.

And they arrive classified: who showed interest, who replied lukewarmly, who is waiting on a reply from you and who is better left alone.

Multi-account inbox of the Social Selling module

For years you had to choose between two paths. Write little and well, with a team that never managed to cover the market. Or write a lot from a template, and watch the response rate fall along with the account's reputation. Artificial intelligence dissolves that dilemma.

The old dilemma
Manual work, one by one

Excellent message, minimal reach, and an operation that stops the moment the salesperson has a demanding week.

Mass sending from a template

Broad reach, marginal response rate, and an account that starts collecting reports.

With the module
High volume
Real personalization

Every note is written around what that person does, where they work and what was said before. There is no template to fill in: there is a different message for each contact, and all of them get sent.

CRM with the prospects that came in from LinkedIn

The prospect is created automatically inside the OMB AES CRM, with the full conversation on its record. No exports, no manual data entry: it is the same record viewed from another screen, which is why nothing gets lost between one tool and the next.

Only one number matters: meetings on the calendar. Everything else is activity. Useful for diagnosis, not for reporting wins.
Full access to the system. Your team checks the inboxes and dashboards whenever it needs to. Nothing is held back.
Weekly executive report. In a format you can present to your board without editing it.

And from there, on to the close

  1. 01 OpportunityWhere prospecting ends, selling begins. The record is the same, no handoff and no data entry.
  2. 02 OMB AES CRMStage, owner, next activity and the entire thread inside the record.
  3. 03 Automated emailWith your company's signature and domain. It replies and follows up without leaving the file.
  4. 04 Automated WhatsAppFor whoever left their phone number, in the tone that channel calls for.
  5. 05 Quote and contractQuote, contract, invoice and collections live in the same system.

The urgent opportunity reaches your phone

When someone asks for a call or shares their number, the assigned salesperson gets it instantly, with a link to the conversation. It doesn't wait for Monday's report.

Prospects in several languages

Whatever market you sell into, it writes in the right language and the right regional tone. It isn't a translation: it is a different piece of writing.

Escalates to whoever closes

When the conversation matures, your sales director is brought in as exactly what it is: a step up in the level of attention. Whoever opened the relationship stays on to coordinate.

OMB AES modules

Social Selling is not a standalone tool: it is a module of OMB® AES, the system where your whole operation lives. The CRM is another module of the same system, which is why the prospect and its conversation are literally the same record.

That is something no integration between two separate products can offer. And it means that the day you decide to expand the scope, the capacity is already there, with no migrations.

Social SellingCRM ConversationsEmailCampaignsCalendar QuotesContractsInvoicesCollections ContactsCompaniesCatalogStore ProjectsDriveMy TeamDashboards

They are enabled according to the plan you subscribe to. There is no need to adopt all of them from day one.

Your network

Before looking for new contacts,
we review what you already have.

The module's finders, one per segment

If your team has been on LinkedIn for years, it has accumulated thousands of contacts who accepted the connection and never had a conversation. Permission has already been granted. It is the asset with the lowest acquisition cost, and the one almost no company works.

This applies especially to accounts with an established network. And to make the most of it you need filters that neither LinkedIn nor Sales Navigator offers, because neither knows your history with that person.

The module runs on your team's accounts, so each company purchases its own license. There are two scenarios, and it is worth settling this from the start because it changes the budget.

Full segmentation

Sales Navigator

Required if you need to filter by company size, which in B2B is usually the deciding criterion. It is the full segmentation option.

Lower investment

Premium Career Duo

If company size isn't decisive in your case, this license is enough and covers two accounts. It is the alternative with the lowest initial investment.

Which one fits your case?

There is only one criterion: if your sale requires telling the hundred-employee company apart from the ten-employee one, you need Sales Navigator, because company size is the only filter LinkedIn reserves for that license. If your buyer is defined by title, industry or city, Premium is enough and the investment drops considerably.

Message us and we'll settle the license

Each company purchases the license and it is not included in the monthly fee.

Value proposition

Boost your LinkedIn and Sales Navigator
with added layers of value and AI.

Your LinkedIn license knows which company a person works for and what their role is. OMB AES starts there and adds what only exists in your history: when you connected, what was said and who asked you to reach out later. With artificial intelligence, that memory becomes the criterion that decides who you write to today and with what argument.

Criteria available for segmentation
Your LinkedIn or
Sales Navigator
+ OMB® AES
Title and seniorityPremiumWho decides and who influences
Company and industryPremiumThe sector and the company
City and countryPremiumWhere the person operates
Company sizeSales NavigatorHow many employees the company has
The layers OMB AES adds on top of your license
Connection date and accumulated silenceWhen you connected and how long the relationship has been on pause
Conversation contextWhat was said across the whole thread, not just the last message
Expressed interestWho asked for information, who asked to be contacted later
Accepted and never talkedThe first-degree network that never became a conversation
Whose turn it is to replyThe reply pending on your side, which is an opportunity on hold
Fit with your ideal customerHigh, medium or out of profile, scored against your definition

The marked criteria come from your LinkedIn license, and OMB AES uses them as they are: it segments by reading your team's LinkedIn accounts, so everything your license already knows, the system puts to work. You purchase the license and it is not included in the monthly fee. The six layers below need no additional license: they come from your history, which is already yours.

Your license brings the first four criteria.
OMB AES adds the other six with artificial intelligence, and together they decide.

Prospecting isn't sending messages.
It is knowing who, when and with what argument.

The three judgment calls an experienced salesperson makes without thinking, and that no tool had managed to replicate.

The craft

You don't write the same way to someone
from yesterday as to someone from two years ago.

It is what separates a message that gets a reply from one that gets ignored. The system measures the accumulated silence and completely adjusts the opening.

Direct continuity
Sure, Rafael. What you're asking about the integration is handled through the API. Shall we go over it tomorrow at 10?

There is no delay to acknowledge. Mentioning the time elapsed would suggest the hours are being counted. You answer and propose the call.

Picked up without preamble
Rafael, sorry for the delay in getting back to you. What you asked about is indeed possible, and in fact it is one of the most common cases. Do you have room this week to go over it?

One sentence that acknowledges the delay and moves on. No lengthy apologies: acknowledge, yes; justify, never.

The context is handed back
Rafael, picking up our conversation. Last I heard, you were building out the sales team. How is that project coming along?

At that distance the memory is hazy. The context is restored in a few words, without assuming they should remember it, and you ask about their current situation.

A reunion, not a follow-up
Rafael, it's been a while since we last talked and I'd like to reconnect. I see you're now at Grupo Quom. How has the change been?

At this distance you don't explain why there was no reply: that explanation is unnecessary and makes the message about the writer. They may not place you, they may have changed companies, and the reason for that old conversation may no longer exist. Nothing is sold here: the relationship is rebuilt.

Your account

You set the pace,
and the account stays protected.

Having an artificial intelligence write in your name only works if trust is built in stages. That's why it isn't an all-or-nothing decision.

Starting point

Semi-automatic with approvals

The system researches, decides who is worth opening a conversation with and drafts the message. You review it and approve it, edit it or discard it. Nothing is sent without your authorization.

  • You review the message alongside the full conversation before deciding
  • You edit on the same screen and it is sent exactly as you left it
  • Every correction calibrates the system for the next message
Maturity stage

Automatic

It runs autonomously. And it isn't switched on all at once: it is released by lanes, one at a time, starting with the lowest-risk one.

  • Lane 1. Replying to whoever already wrote to you
  • Lane 2. Reactivating dormant conversations
  • Lane 3. Invitations and first contact

Even in automatic mode there are decisions that are always run by you: when someone shares their phone number, when they ask for a quote or when the conversation takes a delicate turn.

It is the first question we get asked, and rightly so: a LinkedIn account represents years of network building. That's why the system operates with the caution of an experienced professional, and every limit is in plain sight for you to adjust.

Limits per account. Each one manages its own daily quota of invitations, messages and profile visits, because LinkedIn counts the visits too.
Human hours. It works during business hours, Monday to Friday, just like your team. The time pattern is one of the signals LinkedIn watches most closely.
Step-by-step warm-up. Activity ramps up week by week, just like that of a person who starts using their account more. The natural pace is the one that goes unnoticed.
Permanent fleet monitoring. If an account performs below its baseline, the system pauses the operation and notifies you. We would rather give up a day of activity and keep the account in good standing.
Configuration of limits, schedules and warm-up

Start with what you already have.

We connect your accounts and the system mirrors the conversations. Within the first week you have the list of those who showed interest and are still waiting for a reply, without having sent a single new message.