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AI Tasks and Tools for SDR Success

Heinz Marketing

AI Solution : Tools like Troops and Dooly automate data entry, syncing information between CRM systems and communication platforms. Dooly automates the process of updating CRM records by syncing notes from sales calls and meetings. SDRs may forget to log calls or meetings, leading to incomplete records and missed follow-ups.

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How to leverage the 80/20 rule for martech efficiency and ROI

Martech

The insights below will help you evaluate the current martech stack and identify the 20% of tools that generate 80% of your results, setting the stage for optimizing your martech operations. Look for tools that: Drive multiple KPIs : For example, a CRM that improves lead quality, shortens sales cycles and boosts customer retention.

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5 steps to ensure business goals lead your martech strategy

Martech

If those tools aren’t driving real, measurable results, they’re not helping — they’re just draining your budget. A clear understanding of core objectives (i.e., Key actions Align marketing goals with corporate strategy: Break down how marketing can influence broader business objectives, like revenue growth or market expansion​​.

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When to Use AI or an Agency: Strategic Choices for B2B Companies

Heinz Marketing

As we work to adapt their strategies to the ever-changing market, one key decision that is becoming more common is whether to leverage AI technologies or partner with a specialized agency to achieve their goals. This decision hinges on various factors, including the nature of the task, budget constraints, and long-term strategic objectives.

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What Is Coaching?

Partners in Excellence

In selling, there is no end to the tools that claim to provide coaching, performance reporting tools, conversational intelligence, role play tools, social selling, prospecting/customer engagement, negotiation, objection handling, closing, time management. As a result, it seems everything is “coaching.” This is not coaching.

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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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What is Sales Enablement? Definitions and Best Practices

Sales Pop!

Sales enablement is a strategic, cross-functional discipline, designed to increase sales results and productivity, by providing integrated content, training, and coaching services. — This can result in shorter sales cycles, higher win rates, and increased revenue. The post What is Sales Enablement?