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AI Tasks and Tools for SDR Success

Heinz Marketing

Appointment Scheduling Challenge : Coordinating calendars and booking meetings with prospects is often a time-consuming back-and-forth process. AI Solution : Tools like Chili Piper and Calendly automate the scheduling process, allowing leads to book meetings at their convenience without needing human intervention.

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What Is Coaching?

Partners in Excellence

We can leverage AI tools to provide research, help us plan a meeting, give us the scripts or texts we use to execute the meeting. We have marketing, CRM, and other tools that prompt us to reach out to a customer, giving us a lot of background about why, giving us recommendations about what we might talk about.

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5 steps to ensure business goals lead your martech strategy

Martech

Essentials of a martech audit Evaluate ROI for existing tools: Identify which platforms deliver value and which ones don’t meet expectations. Strategies for quick wins Identify high-impact opportunities: Pinpoint small, strategic changes that deliver big results, such as automating workflows or personalizing emails with AI.

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13 HubSpot updates from December to kickstart your 2025

Martech

From upgrading data permissions to improving your ability to track customer satisfaction with feedback-linked tickets, these updates give you better control over your CRM and actionable insights for smarter decision-making. Updates managers will love Stay ahead with email digests for high-intent website visitors.

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CRM Best Practices: How to Choose the Best Free CRM System

Hubspot

You know you need a CRM, but there are hundreds of CRMs and hundreds more features available. This CRM best practices guide will walk you through how to evaluate a CRM, from how it will help your business and how to map your needs to core features. What is CRM? What are the benefits of CRM?

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AI Sales Coaching: Your Always-on Coaching Assistant

Highspot

In fact, 65% of high-impact sales organizations (75% or more of reps achieving quota) report that sales managers spend 20% or more time coaching. With generative AI, you can provide AI-driven content recommendations, meeting insights, and a consistent assessment framework to deliver just-in-time coaching.

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Sales Management Training: 7 Skills to Lead a High-Impact Sales Team

Highspot

Trying to build a high-impact sales team? Sales management prep should likewise cover additional software training (such as your CRM, sales enablement platform , etc.) to familiarize new sales managers with all company solutions and how they impact sales processes. Create a culture of sales success.