Daniel Wiener

With the entire Qualified Platform, NextGen sourced $7.5M in pipeline and $690K in revenue in eight months. With Piper the AI SDR, NextGen eliminated missed chat requests for their inbound SDR team. 💪 The Challenge NextGen Healthcare has been a longtime customer of Qualified, using the full platform across AI Conversations, AI Meetings, AI Offers, and AI Signals to increase inbound conversion across their site. The challenge was scale. NextGen’s SDR team was strapped for bandwidth, fielding inbound from both the website and other channels. One of the areas for improvement was with missed chats–NextGen’s SDR team had missed 1400 inbound chat requests on the site in 12 months, which netted out to an additional $60K in potential revenue left on the table. 💰 The Solution Piper was added as a fallback option to the chat experience on NextGen’s site if no SDR was available to connect with a visitor. Now, Piper can jump in and answer any questions or book meetings if their human SDRs aren’t able to field the inbound chat request. This eliminated missed inbound chat requests for NextGen, and they’ve sourced $7.5M in pipeline and $690K in revenue with the entire Qualified platform since January 2024. 🫰 The Results After hiring Piper to scale inbound chat and fill in coverage gaps for their SDR team, NextGen is seeing incredible results: 💬 1400 → 0 missed inbound chat requests with Piper, representing an additional $60K in potential revenue 📈 $7.5M sourced pipeline with the entire platform in last eight months 💰 $690K sourced revenue with the entire platform in last eight months Read the full case study here: https://bit.ly/4fu1D3J

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🔒 HIPAA Compliance in HubSpot: How Your Team Can Benefit Navigating regulated industries just got easier with HubSpot's Smart CRM. You can securely store sensitive customer data and let your teams leverage HubSpot to its full potential. ⬇️ Here’s how different teams can benefit ⬇️ Start powering your go-to-market strategy. Stay tuned for more updates as HubSpot continues expanding its capabilities!

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Sales360's automated custom pricing changes the game and shortens turnaround times. Simply... 1) Enter details and get a quote 2) Send to the customer for DocuSign 3) Instant automated enrollments + confirmations Book a free demo. ➡️ https://hubs.ly/Q02D_M0l0 #energysales '#fastercontracting

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Too many startups are flying blind when it comes to their GTM strategy. They talk to prospects but fail to listen to what their sales performance data is actually telling them. Sales performance data isn’t just numbers. It’s the frontline insights that reveal what’s resonating, connecting, what’s missing, and where your approach needs to pivot. But most founders underestimate its value. If you’re not creating a feedback loop that leverages this data to refine your GTM function, you’re leaving cash on the table. It’s time for founders to prioritize performance insights. #b2bsales #saleseffectiveness #marketingeffectiveness #salesandmarketing #founders #cofounder #salesdevelopment #salesgrowth #newbusiness #startups #b2b #CEO

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How do you prepare for sales calls? RepPrep.ai utilizes cutting-edge artificial intelligence to provide medical sales reps with detailed automated pre-call plans for any physicians. RepPrep.ai provides insightful healthcare provider data while customizing a sales strategy that tailors your company's products to the interests of your targeted physician.. RepPrep.ai utilizes cutting-edge artificial intelligence to provide medical sales reps with detailed automated pre-call plans for any physicians. RepPrep.ai provides insightful healthcare provider data while customizing a sales strategy that tailors your company's products to the interests of your targeted physician. Co-founders Brandon Hoover and Edward Dix joined us for a Lobby Live webinar recently to discuss how to use AI for pre-call planning. Missed it? Head to The Lobby platform to watch the full recording! 

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Are your teams aligned—or just busy? Growth isn’t just about great campaigns or bold sales strategies. It’s about alignment. In this episode of the Transaction podcast, John Common shares how B2B organizations stuck in tactical thinking are missing the bigger picture: without cross-functional GTM alignment, growth will always hit a ceiling. ✅ Here’s the challenge: unite your teams. Align on strategy, metrics, and execution to unlock scalable, sustainable results. 🎥 Watch the full episode here: https://lnkd.in/gaiigN7n #2025predictions #EfficientGrowth #Alignment #GTM #B2B Growth Driver

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MEDDIC and MEDDPIC are B2B sales qualification frameworks used by top sales teams to qualify, develop, and close opportunities. However, implementing them in a CRM manually can be a time-consuming process for sales reps. ✨ Here's how AI can help automate it ✨ 1️⃣ Data gathering and analysis: automatically gather and analyze data from various sources, such as emails, call logs, and social media, to provide insights relevant to the MEDDIC or MEDDPIC process. 2️⃣ Predictive analytics: use historical data to make predictions about future outcomes. 3️⃣ Automation of routine tasks: such as data entry, updating CRM records, and scheduling follow-up activities. 4️⃣ Enhanced reporting: generate detailed reports based on the MEDDIC or MEDDPIC data, providing sales teams with valuable insights into their sales process. ⭐️ Momentum uses AI to automate the MEDDIC or MEDDPIC process in your CRM. It captures insights discussed during sales calls, turns them into structured data, and instantly syncs it back to your CRM. Momentum’s MEDDIC and MEDDPIC automation saves time for sales reps, enhancing their productivity, but more importantly, it ensures you’re no longer missing important data points and chasing reps to fill it out.

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❄️ January Sales Checklist for Success: ✔️ Review and refine your 2025 sales goals. ✔️ Identify key industries for growth. ✔️ Partner with Lease A Sales Rep to fill your pipeline with quality leads. ✨ Let us help you achieve your goals at LeaseASalesRep.com. #SalesChecklist #LeaseASalesRep #SalesSuccess #B2BSalesExperts #GuaranteedResults #SalesPipeline

🌊 Why We Love the Water—And the Freedom It Represents Ever wish you could have more freedom? More time with family, build your own brand, and have control over your success? For those of you in sales, especially SaaS SDRs, who want to take your skills and build something uniquely yours, this is your opportunity. With a white-label solution, you can create and grow your personal brand, using the same skills you already have, but building your brand instead of someone else’s. 🌐 Join our webinar! See the comments for a link to learn how you can leverage your own video SaaS platform to sell to businesses. #Entrepreneurship #PersonalBrand #VideoMarketing

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Unify is pulling back the curtain on how they built their automated outbound program from the ground up - going from $0 to booking over $1M in pipeline per month.   In this comprehensive year-in-review, you'll discover: - How Unify scaled to 75+ meetings per month using intent-driven automation - The exact plays and intent signals that drove Unify’s success - Unify’s step-by-step playbook for building automated outbound Key learnings and improvements from Unify’s journey Plus, get a sneak peek at exciting new features coming to Unify in 2025, including enhanced reply classification, new intent signals across Github, X, and LinkedIn, and much more! Download Unify's 2024 Year in Review! ➡️ https://lnkd.in/dBHnDtwr

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When it comes to #RevOps knowledge transfer, do you have a plan in place? Whether someone is leaving the team, joining the team, or changing teams, it's crucial to have knowledge transfer protocols set up in advance. Join our next webinar with RevGenius to learn: - Strategies to ensure a successful knowledge transfer - How to create a seamless onboarding flow - How to maintain full control of your company's #CRM Register here: https://lnkd.in/dUp-B6_r

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“The SDR role is going to get killed.” Listen to this clip from episode 3 of the Road to Revenue podcast with Kyle Coleman to find out how the SDR role is evolving in companies that smartly apply AI technology.  Tune in to the whole episode for some eye-opening insights into AI and revops. Listen now on Spotify: https://lnkd.in/exh6pVjF Apple podcasts: https://lnkd.in/epzBMznu #roadtorevenue #revops #cro #AI

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A strong SDR strategy isn’t just about calls—it’s about timing. Ever wonder why some calls lead to instant connections while others fall flat? The secret is timing. Hypercall’s data-backed approach ensures that outreach happens when your prospects are most receptive. Here’s why timing matters: ↳ Increased Engagement: Calls made at optimal times see up to 50% higher response rates. ↳ Better Conversion: Strategic timing means more calls turning into meaningful conversations. ↳ Smart Outreach: Our SDRs use insights to schedule calls and LinkedIn outreach that fit decision-makers’ peak availability. The result? More booked meetings, more qualified leads, and a sales team that spends less time chasing and more time closing. #SDR #SalesDevelopment #LeadGeneration #OutboundSales #SalesGrowth #Hypercall #ColdCalling #DataDrivenSales

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To all the presales managers out there... you are distracting your team if you are randomly pinging them for deal updates. Do this instead! 💪 ✅ Schedule recurring deal reviews with your sales engineers, typically on a weekly basis. ✅ Keep them simple; you will have a lot of deals to review in a short amount of time. ✅ At a minimum, include these 5 items in your deal review checklist. ----- ✅ PRO TIP: Run your deal reviews directly out of your presales management solution (for example, Homerun Presales). When everyone is working from one central location for all-things-presales, you (1) eliminate the need for 'side tools' used for reviews and status updates, and (2) you eliminate all the admin burden and manual data entry by your SEs to provide ongoing updates. ----- If you want to see how to run effective deal reviews with your presales team… come get a demo of Homerun Presales: https://lnkd.in/gYKA6UvE #presales #salesengineering #technicalsales #salesengineer #cro #sales

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Here's the 4-step cold-calling framework used by Brad Norgate, Ex-top AE/SDR at Cognism to book enterprise accounts: Step 1: Permission-based opener Step 2: Hook: 1 frustration about his prospects and 3 common problems his solution solves Step 3: Handle objections Step 4: End the call The good thing about this framework is you can also use it with your product. Check out the full conversation in the comments.

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🚀 Is your sales process stuck in the past? From pricing errors to integration struggles, outdated methods cost you deals and time. Don’t let inefficiencies hold you back - streamline your sales journey with Cincom CPQ! Learn how CPQ works and why it’s a game-changer for businesses like yours: https://lnkd.in/gUgKxr2N #CPQSoftware #SalesAcceleration #SalesEnablement #BusinessGrowth #SalesProcess 

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Too many companies are making the mistake of trying to turn SDRs into product experts during their onboarding. Don’t get me wrong, product knowledge is important long term, but does it add any value to the outcome you want them to deliver short term? Read more here if your are looking to shorten the onboarding period, increase the impact of any new SDR, and positively impact the payback period of your team:

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Missing revenue targets can be a symptom of three things in high-growth SaaS companies: 1. Lack of relevant messaging at different stages of the buyer's journey 2. Lack of proper, segmented pipeline being delivered to sales reps 3. Lack of experience in certain parts of the sales process on the rep’s part If the issue is #1, get marketing to help fill in the content gaps. If it’s #2, review how you segment the market and feed your team leads. If it’s #3, focus on improving training, coaching, and support for your reps. Hear more about driving sales efficiency with Matt Gallagher, Portfolio CRO at Hg Capital, in this episode of the podcast --> https://lnkd.in/e9gyYnjz

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