Jordan

Thanks Adrian G.

I'd add Marketing to the list. They may not spend as much time in their inbox as SDRs, but consistency in voice and messaging is just as important. Marketing often owns the follow-up once an SDR hands a prospect back for nurturing. They're also drafting campaign responses, partner emails, customer communications, and executive outreach. Having AI match each person's voice creates a more consistent experience across every touchpoint and keeps the conversation feeling cohesive instead of sounding like it came from different teams.

100% agree with Pat H.! The strategy of the automation and adoption process is key for success. Or else it is just another tool.

SO TRUE!!! It is crazy that the basic strategy and adoption strategy piece is missing in so many of these projects. You doing anything to help with that adoption process?

Jared R. wasn't there someone on yesterday’s coffee call?

Jared R. thank you for all you do for this community! It is truly appreciated!

So many things. 😅 A few that are top of mind for me: • Understanding beyond the fundamentals of AI. I know how to use basics, but I’d love a better understanding of what’s happening behind the scenes and how everything fits together to prevent ai slop and introduce risk/exposure. As I start creating more AI workflows and agents, I want to understand the best practices for ensuring data, permissions, and access remains safe! • An AI prospecting agent that actually works across both marketing and sales. Not just writing emails, but coordinating outreach, learning from engagement, and creating a seamless, personalized customer journey. More than anything, I want to get past the fear of building something that introduces risk. I know how to use the basics, but when it comes to building AI workflows, agents, or automations and giving them access to tools or data with PII. I don’t have enough foundational knowledge of the code AI creates to feel confident that I’m doing it safely. I’d love to understand the “what's being built ” so I can build guardrails or harden what's is being built.

Nicholas P. and Leore S. I'll DM you.

Skip it! The ones that actually get me to stop and read them are the ones that start with a bit of personalization and not over the top.

I'm actually a very small company right now, so moving platforms would be pretty straightforward. 🙂 My background is in RevOps and Marketing Operations, and throughout my career I've worked primarily in Salesforce environments, building workflows, integrations, lead management, and the processes around them. My frustration isn't because I don't know how to use HubSpot. It's that I keep running into limitations and finding that even fairly basic functionality is behind another upgrade. It feels like I'm spending more time working around the CRM than actually using it. At this stage, my business is pretty simple. I need a CRM that can handle things like: • Importing and managing lists • Call notes and activity tracking • Lead scoring and prioritization • Custom fields • Marketing integrations so I can measure what's working • Deal, proposal, and meeting management • A solid foundation that can scale as my business grows I've honestly gotten so frustrated that I've been managing much of it manually outside the CRM. I know that's not ideal, but it's been faster than fighting the tool or constantly being contacted by sales. 🙂 I'm less concerned with having hundreds of features and more interested in something that handles the fundamentals well without feeling restrictive. I've even considered building something in Notion, but as a founder I'd rather spend my time growing the business than trying to build the perfect CRM. That's why I'm asking here. I know there are a lot of smart people in this community who are a few steps ahead of me, and I'd love to learn what to avoid or try.