Question: Can you recommend a solution that helps sales teams stay on top of playbook conversations and track progress in real-time?

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WINN.AI

If you need a tool to help sales reps keep up with playbook conversations and see what's working in real-time, WINN.AI is a good option. It's an AI sales assistant that captures data, updates CRM systems and tracks playbook usage. The tool can participate in virtual meetings, take notes and monitor conversations so reps can update Salesforce or HubSpot CRM with a click. That frees reps from busywork and lets them spend more time selling, and it's easier to monitor playbook adoption and CRM usage.

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Klenty

Another option is Klenty, a sales engagement and intelligence platform that uses AI to automate work. It can manage and personalize sales outreach across email, phone, LinkedIn, WhatsApp and SMS. Klenty integrates with HubSpot, Zoho, Salesforce and Pipedrive CRM software, and has flexible pricing. The service can improve call quality, streamline follow-ups and offer sales intelligence, making it a good option for sales teams that want to improve their sales engagement.

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Apollo

If you want sales intelligence and sales engagement, Apollo has a more powerful tool. It has a large contact and company database, along with tools for lead scoring, inbound optimization and sales engagement automation. Apollo integrates with LinkedIn, Salesforce and Gmail, so sales reps can manage meetings, deals and conversations in one place.

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1Page

Last, 1Page combines data sources into one view with its AI Meeting Assistant. It can build detailed prospect profiles, manage meetings and follow-ups in one place. The tool can save salespeople hours of time by automating research, offering conversation tips and helping build personal relationships with customers.

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