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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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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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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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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 Revenue Action Orchestration?

RingDNA

You had your CRM for data capture, a sales engagement tool for outreach, and a dashboard for reporting. It’s an orchestration layer that listens across channels (calls, emails, calendars, and CRM activity), learns from patterns (using AI and coaching data), and activates the next best action for reps, all within their workflow.

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The Ultimate Guide to Conversation Intelligence: How AI Improves Sales Success

RingDNA

Conversation Intelligence Software: Features and Benefits Conversation intelligence software uses AI-powered technology to analyze sales calls and meetings, providing valuable insights into customer interactions. That way, you don’t have to be concerned about relying on inaccurate or incomplete information in your CRM.

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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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