Hey friends, one thing we've been noticing recently is that prospects have been sending us invites instead of the other way around when a meeting is agreed to. This gives them ability to not allow our call-recorder/note-taker into the meeting (we have outreach kaia). Apparently this is becoming policy at a lot of companies. our target segment is enterprise.
I'm curious if others have been seeing this and how you've gotten around it?
Friends, I'm curious how you reflect pilot/trial periods for enterprise opportunities.
We sometimes have opportunities ask to do a quick pilot before committing to an enterprise contract. Not all do though.
For a pilot they sign a short-term agreement (like 4 to 6 weeks). If pilot is successful in their eyes usually we move to redlining of a more formal enterprise agreement.
Less than 20% of opportunities ask for a pilot.
Currently we have pilot as an opportunity stage (was created before I joined) but something about that doesn't sit right with me.
How do other folks capture pilot/trial agreements that are part of longer enterprise cycles in your CRM, with respect to opportunity stages?
Our outbound engine is not generating meetings. which means we are not activating our target accounts, not experimenting with new personas, and not learning fast enough to fix the motion. So the idea is can we automate (or AI) faster research, sequence placement and sequence experimentation.
Team, my company is planning to pilot AI BDR at the start of 2026. It would be primarly for outbounding. Any recommendations on vendors?
Our current tech stack: Salesforce, Zoominfo, Outreach, LeanData
There hasn't been strong RevOps leadership in place which is why the current process exists. My default reaction was to do in the CRM but wanted to see if there was a diff't approach others suggested.
