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Guides

Guides for the modern B2B sales team.

Playbooks, comparisons, and how-tos on conversation intelligence, demo follow-up, buyer engagement, and closing multi-stakeholder deals.

More guides

What an AI Deal Brief Actually Gets Right (and Wrong)

What an AI Deal Brief Actually Gets Right (and Wrong)

Discover the benefits of an AI deal brief: streamline deal assessments, eliminate guesswork, and enhance team collaboration in under a minute.

August 22, 20261 min read
What Is Account Engagement Scoring and How Do You Set It Up?

What Is Account Engagement Scoring and How Do You Set It Up?

Discover how account engagement scoring can transform your sales strategy. Learn to set it up and leverage company-wide interactions today!

August 21, 20261 min read
Conversation Intelligence in Sales: A Coaching Playbook

Conversation Intelligence in Sales: A Coaching Playbook

Unlock better coaching with conversation intelligence in sales, transforming every call into actionable insights and improved performance.

August 20, 20261 min read
Tech Stack Consolidation: A CFO-and-RevOps Playbook

Tech Stack Consolidation: A CFO-and-RevOps Playbook

Unlock savings and streamline workflows with tech stack consolidation. Start your two-week audit to eliminate redundancies and boost efficiency.

August 19, 20261 min read
Stakeholder Mapping Template for CROs and RevOps Teams

Stakeholder Mapping Template for CROs and RevOps Teams

Unlock efficient B2B sales with our detailed stakeholder mapping template. Track influence, sentiments, and next steps for successful deals.

August 18, 20261 min read
Shared Document Versioning: Where to Look, What to Click

Shared Document Versioning: Where to Look, What to Click

Master shared document versioning to easily access, restore, and compare past file versions, ensuring you never lose important details.

August 17, 20261 min read
Forecast Rollup Methods for Sales Ops: Choose and Configure

Forecast Rollup Methods for Sales Ops: Choose and Configure

Discover effective forecast rollup methods to enhance accountability and visibility in your B2B SaaS sales operations. Get started today!

August 16, 20261 min read
Are Electronic Signatures Legal in the United States?

Are Electronic Signatures Legal in the United States?

Discover if electronic signatures are legal in the U.S. and learn the key rules and exceptions that come into play. Click to find out!

August 15, 20261 min read
Vendor DPA Requirements: The B2B Compliance Playbook

Vendor DPA Requirements: The B2B Compliance Playbook

Understand essential vendor DPA requirements to ensure compliance and protect your organization from data processing risks effectively.

August 14, 20261 min read
Content Engagement Tracking for Marketers and Sales Teams

Content Engagement Tracking for Marketers and Sales Teams

Unlock insights with content engagement tracking to enhance ROI, compare channels effectively, and iterate faster on your marketing strategies.

August 13, 20261 min read
Post-Meeting Action Items: Templates That Drive Results

Post-Meeting Action Items: Templates That Drive Results

Discover effective templates for post-meeting action items that clarify tasks, assign accountability, and ensure timely follow-up.

August 12, 20261 min read
Call Recording Consent: What US Businesses Must Know

Call Recording Consent: What US Businesses Must Know

Learn the rules for call recording consent in the US. Ensure compliance and protect your business with practical tips and best practices.

August 11, 20261 min read
How to Write Security Questionnaire Responses That Win

How to Write Security Questionnaire Responses That Win

Master the art of crafting effective security questionnaire responses with our proven strategies, boosting accuracy and consistency.

August 10, 20261 min read
How to Send Video to Prospects and Actually Get Replies

How to Send Video to Prospects and Actually Get Replies

Learn how to effectively send a personalized video to prospects that grabs attention and boosts response rates with targeted strategies.

August 9, 20261 min read
Best Loom Alternatives for Teams: Top Picks by Use Case

Best Loom Alternatives for Teams: Top Picks by Use Case

Discover the best loom alternatives for teams! Explore tools like Trailercast, OBS Studio, and Descript tailored for your needs.

August 8, 20261 min read
Best Fireflies Alternatives for Sales Teams (2026)

Best Fireflies Alternatives for Sales Teams (2026)

Explore the best Fireflies alternatives for sales teams in 2026. Find tools that streamline B2B deals and enhance collaboration today!

August 8, 20261 min read
Best Navattic Alternatives for B2B SaaS Teams in 2026

Best Navattic Alternatives for B2B SaaS Teams in 2026

Discover the best Navattic alternatives for B2B SaaS teams in 2026. Find the perfect tools based on your procurement needs!

August 6, 20261 min read
Best Avoma Alternatives for Sales Teams in 2026

Best Avoma Alternatives for Sales Teams in 2026

Discover top Avoma alternatives for sales teams in 2026. Optimize your workflow with options like Gong, Fireflies.ai, and Trailercast.

August 5, 20261 min read
Contract Redlining Best Practices: A Legal Team Playbook

Contract Redlining Best Practices: A Legal Team Playbook

Master contract redlining best practices to streamline negotiations. Use a playbook, visible edits, and clear communication for faster closures.

August 4, 20261 min read
Best Reprise Alternatives for Sales Leaders (2026)

Best Reprise Alternatives for Sales Leaders (2026)

Discover the best Reprise alternatives for sales leaders in 2026. Explore five categories that enhance demo coherence and boost efficiency.

August 3, 20261 min read
Best Walnut Alternatives for B2B SaaS Sales Teams

Best Walnut Alternatives for B2B SaaS Sales Teams

Explore the best walnut alternatives for B2B SaaS sales teams. Discover how Trailercast streamlines multi-stakeholder deals with powerful tools.

August 2, 20261 min read
Best GetAccept Alternatives for B2B SaaS Teams (2026)

Best GetAccept Alternatives for B2B SaaS Teams (2026)

Explore the best GetAccept alternatives for B2B SaaS teams. Discover full deal-lifecycle platforms and cost-effective proposal tools for your needs.

August 1, 20261 min read
Guided Selling Software for B2B SaaS Teams

Guided Selling Software for B2B SaaS Teams

Discover how guided selling software accelerates B2B deals with AI-driven insights. Start your pilot today to improve close rates and streamline sales.

July 31, 20261 min read
Gong Coaching for Sales Managers: A Practical Guide

Gong Coaching for Sales Managers: A Practical Guide

Unlock sales success with gong coaching. Use AI to transform calls into actionable insights, boosting team performance and deal closure.

July 30, 20261 min read
Product Demonstration Examples That Actually Close B2B Deals

Product Demonstration Examples That Actually Close B2B Deals

Discover effective product demonstration examples to close B2B deals. Boost engagement with tailored trailers and interactive experiences.

July 29, 20261 min read
AI Sales Calls for Multi-Stakeholder B2B Deals: Playbook

AI Sales Calls for Multi-Stakeholder B2B Deals: Playbook

Transform your B2B strategy with AI sales calls. Learn the three-stage workflow to enhance your deal-making and engage stakeholders effectively.

July 28, 20261 min read
Buyer Enablement: The 2026 Guide for B2B Sales Teams

Buyer Enablement: The 2026 Guide for B2B Sales Teams

Discover how buyer enablement transforms B2B sales. Empower your buyers with tools and insights for confident decision-making in 2026.

July 27, 20261 min read
Interactive Product Tour for B2B SaaS Sales Teams

Interactive Product Tour for B2B SaaS Sales Teams

Discover how to create an interactive product tour effortlessly. Record, personalize, and embed tours directly into your CRM—no coding needed!

July 27, 20261 min read
The Best AI Note Taker for Zoom: 2026 Sales Guide

The Best AI Note Taker for Zoom: 2026 Sales Guide

Discover the best AI note taker for Zoom in 2026. Transcribe calls, summarize meetings, and streamline your sales workflow effortlessly.

July 27, 20261 min read
Otter AI vs Fathom: Which Wins for B2B Sales?

Otter AI vs Fathom: Which Wins for B2B Sales?

Discover which tool, Otter AI vs Fathom, best fits your B2B sales workflow. Compare features and benefits to make an informed choice.

July 25, 20261 min read
Best Mutual Action Plan Software for B2B Sales in 2026

Best Mutual Action Plan Software for B2B Sales in 2026

Discover the top mutual action plan software for B2B sales in 2026. Keep your deals on track with Highspot, GetAccept, and Recapped.

July 24, 20261 min read
Fathom AI Notetaker: Best Tool for Meetings in 2026

Fathom AI Notetaker: Best Tool for Meetings in 2026

Discover why the Fathom AI Notetaker is the best tool for meetings in 2026. Enjoy automatic transcriptions, free plan, and hassle-free setup!

July 22, 20261 min read
Multi-Threading Sales: Win More B2B Deals in 2026

Multi-Threading Sales: Win More B2B Deals in 2026

Discover how multi-threading sales can boost your B2B deals in 2026. Engage multiple stakeholders to minimize risks and enhance success.

July 21, 20261 min read
Best AI Sales Agents for Sales Leaders in 2026

Best AI Sales Agents for Sales Leaders in 2026

Discover the best AI sales agents for 2026. Explore how Gong.io, Clari, Amplemarket, and Creatio can enhance your sales strategy.

July 20, 20261 min read
Deal Management Software for B2B Sales Teams: 2026 Guide

Deal Management Software for B2B Sales Teams: 2026 Guide

Discover how deal management software boosts B2B sales success. Streamline your process and close more deals with these key features.

July 19, 20261 min read
How to Follow Up Leads and Close More Deals

How to Follow Up Leads and Close More Deals

Master how to follow up leads effectively. Boost your sales by employing multi-touch strategies to close more deals and increase revenue.

July 18, 20261 min read
Solution Engineer: Role, Skills, and Career Path in 2026

Solution Engineer: Role, Skills, and Career Path in 2026

Explore the solution engineer role in 2026. Learn key skills, daily tasks, and salary insights for thriving in B2B tech sales.

July 17, 20261 min read
Top 4 Client Onboarding Tools Alternatives 2026

Top 4 Client Onboarding Tools Alternatives 2026

Discover 4 client onboarding tools alternatives to help you choose the best option for enhancing your customer experience.

July 16, 20261 min read
Top 3 Fathom vs Fireflies Alternatives 2026

Top 3 Fathom vs Fireflies Alternatives 2026

Compare 3 Fathom vs Fireflies alternatives to decide which conversation intelligence tool best suits your sales needs.

July 15, 20261 min read
Top 4 Digital Sales Room Software Alternatives 2026

Top 4 Digital Sales Room Software Alternatives 2026

Compare 4 digital sales room software alternatives to find the best option for your sales team and enhance collaboration throughout the sales process.

July 14, 20261 min read
Sales Automation Tools for B2B Teams in 2026

Sales Automation Tools for B2B Teams in 2026

Discover essential sales automation tools for B2B teams in 2026. Boost efficiency, streamline tasks, and close deals faster with automation.

July 13, 20261 min read
Top 3 Client Onboarding Tool Alternatives 2026

Top 3 Client Onboarding Tool Alternatives 2026

Compare 3 client onboarding tool alternatives to find the best fit for your business and enhance your onboarding process effectively.

July 12, 20261 min read
SaaS Onboarding Software: A 2026 Guide for Teams

SaaS Onboarding Software: A 2026 Guide for Teams

Discover how SaaS onboarding software can boost user engagement and drive growth. This 2026 guide reveals key features and strategies for success.

July 11, 20261 min read
AI Notetaker for Business Professionals: 2026 Guide

AI Notetaker for Business Professionals: 2026 Guide

Explore how an AI notetaker transforms meetings for business professionals. Boost productivity with automated summaries and actionable insights.

July 10, 20261 min read
Gong Demo Mastery: A Sales Pro's Practical Guide

Gong Demo Mastery: A Sales Pro's Practical Guide

Master the gong demo with this practical guide. Learn how to effectively showcase your sales platform and engage your buying committee.

July 9, 20261 min read
Top 4 Customer Onboarding System Alternatives 2026

Top 4 Customer Onboarding System Alternatives 2026

Explore the top 4 customer onboarding system alternatives to help you choose the best solution for enhancing your B2B user experience.

July 8, 20261 min read
Top 6 Gong Alternatives for 2026

Top 6 Gong Alternatives for 2026

Explore 6 gong alternatives to help decide on conversation intelligence software for better deal management and visibility in 2026.

July 7, 20261 min read
Top 4 Sales Onboarding Tools Alternatives 2026

Top 4 Sales Onboarding Tools Alternatives 2026

Explore 4 sales onboarding tools alternatives to help you choose the best option for training your new sales hires effectively.

July 7, 20261 min read