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Your sales tech stack keeps growing. So why does critical customer context still fall through the cracks? Most sales teams prospect in one tool, hold meetings in another, and send contracts from somewhere else. Every handoff creates an opportunity for valuable context to disappear: A key objection from the...

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Jason Hood

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23,820 görüntüleme • 26 gün önce •via X (Twitter)

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1/ Systems of record are the backbone of so many businesses–especially when they store valuable customer and prospect data (Salesforce does $35B a year in top line!). But AI is flipping the sales cycle on its head, redefining what it means to sell. CRMs and other sales tools can now have much more context, and context is what human beings use to make decisions. Joe Schmidt IV and I break down what this means for the future of sales and software.
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1/ Systems of record are the backbone of so many businesses–especially when they store valuable customer and prospect data (Salesforce does $35B a year in top line!). But AI is flipping the sales cycle on its head, redefining what it means to sell. CRMs and other sales tools can now have much more context, and context is what human beings use to make decisions. Joe Schmidt IV and I break down what this means for the future of sales and software.

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You can now access a chatbot trained on the entirety of all my Founder Led Sales writing, speaking, and other content. It's like "Pete's GTM Brain" in an LLM chatbot. Why: Founding Sales has always been about how I can scale "Pete's Early Stage GTM Brain" for founders (and others). The book was the first shot at that (and is very popular!) Now with LLMs - I decided to see how that could be help. So I created "The Founder Led Sales Coach" Chatbot! It can help with all manner of Founder Led Sales topics - defining your Ideal Customer Profile, writing your sales narrative, how to surmount objections - pretty much anything in Founding Sales, levered up on LLM rocket fuel.

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The average dunning email gets ignored. You are literally sending "please ignore me" messages to customers who owe you money. Playbooks - our workflow system for intelligent collections - is now live on the Monk platform. A system that reasons, not just reminds. We filmed a 60 second video showing you an experiment between Joe Zhou and Frank collecting $100K. Finance, biz-ops and post-sales teams should not be spending time chasing customers. Many spend 10+hrs/week doing what Joe did in this video: - context switching between tools (slack, gmail, quickbooks, google sheets) - breaking flow from deep work - sending reminders because the average dunning email is ignored But agentic collections are not enough. Every customer relationship is different. Some need white-glove treatment and others a nudge. That’s why we built playbooks, giving every business a customizable collection workflow. With playbooks you can: - create triggers and workflows specific to a customer segment (tone shift, conditions, escalations to sales/customer support) - auto-resolve AP questions with context from relevant email threads - pause automatically when product questions or upsells opportunities come up Playbooks is how you get paid while you sleep. And we do it with professionalism and empathy that your customers deserve. Heading into Q1 with a gap between signed ARR and actual cash? Watch the video. And if you want to see bloopers from Frank/Joe filming, comment “payday” + tag a teammate and we will send you bloopers from the shoot.

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"the pyramid of work" - really interesting framework from the HappyRobot ceo Pablo Palafox: - at the bottom, repeatable low hanging fruit. at the top, complex + strategic decision-making - context is captured by doing work - and you gotta start at the bottom and work your way up the complexity chain - and at the top there is context inside the CEO's head that would lead to step change improvement at every layer if the agent had it this is why 1) enterprise agents will be a compounding gains market 2) the goal should be to intermediate the most important interacts that happen in a business, not own "customer support" or "sales" or whatever loved this conversation with pablo and Luis Paarup
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"the pyramid of work" - really interesting framework from the HappyRobot ceo Pablo Palafox: - at the bottom, repeatable low hanging fruit. at the top, complex + strategic decision-making - context is captured by doing work - and you gotta start at the bottom and work your way up the complexity chain - and at the top there is context inside the CEO's head that would lead to step change improvement at every layer if the agent had it this is why 1) enterprise agents will be a compounding gains market 2) the goal should be to intermediate the most important interacts that happen in a business, not own "customer support" or "sales" or whatever loved this conversation with pablo and Luis Paarup

Anish Acharya

10,157 görüntüleme • 2 ay önce

Today, we launched our official Claude connector at Quo (formerly OpenPhone). Now you can get insights from every customer conversation, send bulk messages, update contacts, and so much more - all directly inside Claude. I've been using this every day to understand how things are going for our inbound sales team, what's working with prospects, and where the coaching opportunities are. With the Claude connector, I create a scheduled task that scores all the transcripts from our Quo phone number against 2 of our sales rubrics and outputs a report with a summary, score, and any coaching opportunities. Let's be honest, no manager has time to listen to and score 50 calls a day. But Claude does. Now I just check Slack every morning, where Claude delivers all the context I need. Every Quo customer with Claude now has this capability (and so much more). Connecting the tools takes minutes, and then work that used to require an Engineering team is only a prompt away. Huge shout-out to everyone on our team for shipping this! I can't wait to see what you build with it.
2:05

Today, we launched our official Claude connector at Quo (formerly OpenPhone). Now you can get insights from every customer conversation, send bulk messages, update contacts, and so much more - all directly inside Claude. I've been using this every day to understand how things are going for our inbound sales team, what's working with prospects, and where the coaching opportunities are. With the Claude connector, I create a scheduled task that scores all the transcripts from our Quo phone number against 2 of our sales rubrics and outputs a report with a summary, score, and any coaching opportunities. Let's be honest, no manager has time to listen to and score 50 calls a day. But Claude does. Now I just check Slack every morning, where Claude delivers all the context I need. Every Quo customer with Claude now has this capability (and so much more). Connecting the tools takes minutes, and then work that used to require an Engineering team is only a prompt away. Huge shout-out to everyone on our team for shipping this! I can't wait to see what you build with it.

Daryna Kulya

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3:08

We built a B2B SaaS sales company and here’s what it taught us about B2B SaaS sales 🧵👇 (but actually) Today we’re launching Rox, the first publicly available AI agent swarm for the top sales teams, and in the private beta it already helped reps grow their books 30%. 2025 is going to be a huge year for growth. Enterprises are doubling next year’s revenue goals, but no one is doubling team sizes. Every rep will have to bring in more, and AI can help them do that. But there’s a wrong way and a right way. Much of today’s AI aims to replace low-value work. But sales follows a power law: 90% of revenue comes from the top 15% of enterprise sales reps. The greatest gains will come from supercharging the highest value work — raising the ceiling, not the floor. Rox equips the very best with a swarm of AI agents, acting as an army of analysts to help them plan, prioritize, research, engage, and keep up with their customers. Over 35 of the best-performing enterprise sales teams have adopted Rox virally. For example, Ramp has rolled it out to their AE and AM teams, and we are now integrating their internal data systems with Rox. The Enterprise AE team alone gains 225+ hours per week to boost pipeline execution activities. Rox is now in public beta. No barriers. No need to request a demo. Try it now for free →

Rox

242,016 görüntüleme • 1 yıl önce

The ultimate guide to 0-to-1 sales with Jen Abel Jen and her team at JJELLYFISH have worked with over 300 early-stage founders teaching them how to do sales, early customer discovery, and to set up a repeatable sales motion. In our conversation, Jen explains 🔸 Each step of the enterprise sales process 🔸 What three channels work best for outreach 🔸 What to say on your first call, and subsequent calls 🔸 How to craft outreach messages 🔸 Where to find the good leads 🔸 How to maintain momentum with prospects 🔸 Strategies for navigating procurement 🔸 How to avoid common pitfalls in the sales process 🔸 Why founder-led sales is so crucial early on Listen now 👇 - YouTube: - Spotify: - Apple: Thank you to our wonderful sponsors for supporting the podcast: 🏆 Brave — A smarter way to search: 🏆 Vanta — Automate compliance. Simplify security: 🏆 Paragon — Ship every SaaS integration your customers want:
1:10

The ultimate guide to 0-to-1 sales with Jen Abel Jen and her team at JJELLYFISH have worked with over 300 early-stage founders teaching them how to do sales, early customer discovery, and to set up a repeatable sales motion. In our conversation, Jen explains 🔸 Each step of the enterprise sales process 🔸 What three channels work best for outreach 🔸 What to say on your first call, and subsequent calls 🔸 How to craft outreach messages 🔸 Where to find the good leads 🔸 How to maintain momentum with prospects 🔸 Strategies for navigating procurement 🔸 How to avoid common pitfalls in the sales process 🔸 Why founder-led sales is so crucial early on Listen now 👇 - YouTube: - Spotify: - Apple: Thank you to our wonderful sponsors for supporting the podcast: 🏆 Brave — A smarter way to search: 🏆 Vanta — Automate compliance. Simplify security: 🏆 Paragon — Ship every SaaS integration your customers want:

Lenny Rachitsky

116,809 görüntüleme • 1 yıl önce

Everyone wants agent swarms. Very few people are talking seriously enough about the context layer that makes swarms useful. Even with one agent, context is fragile. Too little context and the agent guesses. Too much context and it wastes tokens, loses focus, or reasons over irrelevant noise. The sweet spot is precise context: the right knowledge, in the right structure, at the right moment. With many agents, that challenge explodes. Each agent produces decisions, assumptions, findings, summaries, risks, and partial conclusions. Unless that knowledge becomes shared, structured, and reusable, every new agent is forced to rediscover what another agent already learned. That is not a swarm. That is a crowd. Shared context graphs are what turn agent activity into agent collaboration, and OriginTrail DKG V10 brings them to life. Was just playing with some final polishing for the V10 release, and it is really powerful to see shared context graphs where multiple agents contribute knowledge into the same connected memory, with attribution visible directly in the graph ui. That matters for three reasons. First, agents can access and build on one shared memory instead of staying trapped in isolated sessions. Second, the graph structure helps them retrieve the exact context they need, instead of stuffing everything into a prompt and hoping the model sorts it out. Third, verifiability of provenance. You can see which agent contributed each piece of knowledge, trace the source, and decide what to trust. Tokenmaxxing starts with fewer tokens, but the deeper story is coordination - agents stop reloading the world and start building on shared, verifiable context. That is the foundation for serious multi-agent work across software engineering, research, finance, operations, project management, and far beyond. The future is not more agents, it is agents working from shared, verifiable context. But the more the merrier, of course.
0:22

Everyone wants agent swarms. Very few people are talking seriously enough about the context layer that makes swarms useful. Even with one agent, context is fragile. Too little context and the agent guesses. Too much context and it wastes tokens, loses focus, or reasons over irrelevant noise. The sweet spot is precise context: the right knowledge, in the right structure, at the right moment. With many agents, that challenge explodes. Each agent produces decisions, assumptions, findings, summaries, risks, and partial conclusions. Unless that knowledge becomes shared, structured, and reusable, every new agent is forced to rediscover what another agent already learned. That is not a swarm. That is a crowd. Shared context graphs are what turn agent activity into agent collaboration, and OriginTrail DKG V10 brings them to life. Was just playing with some final polishing for the V10 release, and it is really powerful to see shared context graphs where multiple agents contribute knowledge into the same connected memory, with attribution visible directly in the graph ui. That matters for three reasons. First, agents can access and build on one shared memory instead of staying trapped in isolated sessions. Second, the graph structure helps them retrieve the exact context they need, instead of stuffing everything into a prompt and hoping the model sorts it out. Third, verifiability of provenance. You can see which agent contributed each piece of knowledge, trace the source, and decide what to trust. Tokenmaxxing starts with fewer tokens, but the deeper story is coordination - agents stop reloading the world and start building on shared, verifiable context. That is the foundation for serious multi-agent work across software engineering, research, finance, operations, project management, and far beyond. The future is not more agents, it is agents working from shared, verifiable context. But the more the merrier, of course.

Jurij Skornik

11,070 görüntüleme • 2 ay önce

Welcome Agentforce Coworker. 🤝 Your new AI teammate is now inside every Salesforce search bar. It doesn’t just find things — it works with you. Agentforce now instantly taps into your CRM data, workflows, customer history, opportunities, and cases… then takes action in real-time. ❌ No copy/paste ❌ No tab hunting ❌ No context switching Just ask. Act. Close faster. 🔥 Plus, build custom agents that run natively in Slack, Teams, and mobile. Available today for every Agentforce customer. We went from internal dog fooding to your hands in record time. The pace at Salesforce is absolutely WILD right now ⚡️Be a Trailblazer — turn yours on today! 👇
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Welcome Agentforce Coworker. 🤝 Your new AI teammate is now inside every Salesforce search bar. It doesn’t just find things — it works with you. Agentforce now instantly taps into your CRM data, workflows, customer history, opportunities, and cases… then takes action in real-time. ❌ No copy/paste ❌ No tab hunting ❌ No context switching Just ask. Act. Close faster. 🔥 Plus, build custom agents that run natively in Slack, Teams, and mobile. Available today for every Agentforce customer. We went from internal dog fooding to your hands in record time. The pace at Salesforce is absolutely WILD right now ⚡️Be a Trailblazer — turn yours on today! 👇

Marc Benioff

196,597 görüntüleme • 2 ay önce

90% of outbound teams respond to leads after 20+ minutes. If this is you, you’re actively losing $10-100s of thousands in sales every day. So today, I’m going to reveal the exact sales process systems we’ve used to help founders & sales teams consistently engage with leads within Exact protocols for when prospect replies > Battle-tested reply templates to use for converting leads > How to leverage automation within your sales process > Pre-call workflow optimized for show rate & warmness > Our sales proposal template breakdown we’ve used to close multiple 6-figures > Calendly form setup for maximizing lead qualification > Calendly pre-call workflow automation setup Want access to these system trainings so your or your sales team can start converting more leads? 👉 Like + Comment “Leads” and I’ll DM you the document. [Must be following to receive]
1:29

90% of outbound teams respond to leads after 20+ minutes. If this is you, you’re actively losing $10-100s of thousands in sales every day. So today, I’m going to reveal the exact sales process systems we’ve used to help founders & sales teams consistently engage with leads within Exact protocols for when prospect replies > Battle-tested reply templates to use for converting leads > How to leverage automation within your sales process > Pre-call workflow optimized for show rate & warmness > Our sales proposal template breakdown we’ve used to close multiple 6-figures > Calendly form setup for maximizing lead qualification > Calendly pre-call workflow automation setup Want access to these system trainings so your or your sales team can start converting more leads? 👉 Like + Comment “Leads” and I’ll DM you the document. [Must be following to receive]

Christian

14,057 görüntüleme • 8 ay önce

Everyone's optimizing prompts. The actual bottleneck is where your context lives. Right now Slack owns it. Every idea you iterated on, every thread you thought hard about (sitting in someone else's sessions). Try moving it somewhere else and you'll find out it doesn't move. Buzz flips that. Your context is the foundation, and everything plugs into it: - Projects wired to GitHub. - Agents you can pull into a huddle. - Shared compute — flip one setting, download a local model to one machine, and your whole team chats with it from their own laptops. Which means four people with one beefy Mac Mini can run a real setup instead of buying unlimited plans at $200/month. And $200 is only today's number. Tomorrow it might be $2,000. Models have been yanked days after launch. Governments are already deciding what you're allowed to ask. You're building a business on top of these tools. Own the context. Keep the choice.
5:45

Everyone's optimizing prompts. The actual bottleneck is where your context lives. Right now Slack owns it. Every idea you iterated on, every thread you thought hard about (sitting in someone else's sessions). Try moving it somewhere else and you'll find out it doesn't move. Buzz flips that. Your context is the foundation, and everything plugs into it: - Projects wired to GitHub. - Agents you can pull into a huddle. - Shared compute — flip one setting, download a local model to one machine, and your whole team chats with it from their own laptops. Which means four people with one beefy Mac Mini can run a real setup instead of buying unlimited plans at $200/month. And $200 is only today's number. Tomorrow it might be $2,000. Models have been yanked days after launch. Governments are already deciding what you're allowed to ask. You're building a business on top of these tools. Own the context. Keep the choice.

The Startup Ideas Podcast (SIP) 🧃

23,565 görüntüleme • 7 gün önce

"[Doctors are] basically glorified sales reps for Big Pharma and hospitals are their front-facing sales departments." "When the incentives reward chronic illness more than lifelong health, you get exactly what we have today—a population sicker than ever... trained to outsource its health to a pill bottle." "Real health does not come from a hospital stay. It comes from... taking radical responsibility for your own body." "It starts in your kitchen, your habits, your choices... In the moment you decide you will no longer be a customer, but a caretaker of your own health." "The system isn't broken. It's doing exactly what it was designed to do." "And the moment you understand that is the moment you begin to take your power back."
2:24

"[Doctors are] basically glorified sales reps for Big Pharma and hospitals are their front-facing sales departments." "When the incentives reward chronic illness more than lifelong health, you get exactly what we have today—a population sicker than ever... trained to outsource its health to a pill bottle." "Real health does not come from a hospital stay. It comes from... taking radical responsibility for your own body." "It starts in your kitchen, your habits, your choices... In the moment you decide you will no longer be a customer, but a caretaker of your own health." "The system isn't broken. It's doing exactly what it was designed to do." "And the moment you understand that is the moment you begin to take your power back."

Wide Awake Media

13,835 görüntüleme • 8 ay önce

"[Doctors are] basically glorified sales reps for Big Pharma and hospitals are their front-facing sales departments." "When the incentives reward chronic illness more than lifelong health, you get exactly what we have today—a population sicker than ever... trained to outsource its health to a pill bottle." "Real health does not come from a hospital stay. It comes from... taking radical responsibility for your own body." "It starts in your kitchen, your habits, your choices... In the moment you decide you will no longer be a customer, but a caretaker of your own health." "The system isn't broken. It's doing exactly what it was designed to do." "And the moment you understand that is the moment you begin to take your power back."
2:23

"[Doctors are] basically glorified sales reps for Big Pharma and hospitals are their front-facing sales departments." "When the incentives reward chronic illness more than lifelong health, you get exactly what we have today—a population sicker than ever... trained to outsource its health to a pill bottle." "Real health does not come from a hospital stay. It comes from... taking radical responsibility for your own body." "It starts in your kitchen, your habits, your choices... In the moment you decide you will no longer be a customer, but a caretaker of your own health." "The system isn't broken. It's doing exactly what it was designed to do." "And the moment you understand that is the moment you begin to take your power back."

healthbot

21,869 görüntüleme • 5 ay önce

Introducing Bloome: a human–AI teammate system built around shared context and multi-agent collaboration. → You bring your task, and AI teammates collaborate with you in real time → Work flows through drafting, challenge, and refinement until it reaches the right answer → Claude, ChatGPT, and Deepseek operate together in a shared context with no information loss Everything stays connected from input to final output. This is how work starts changing.
1:15

Introducing Bloome: a human–AI teammate system built around shared context and multi-agent collaboration. → You bring your task, and AI teammates collaborate with you in real time → Work flows through drafting, challenge, and refinement until it reaches the right answer → Claude, ChatGPT, and Deepseek operate together in a shared context with no information loss Everything stays connected from input to final output. This is how work starts changing.

Bloome

343,971 görüntüleme • 1 ay önce