AI Powered Sales & Marketing Alignment - Better CRM Documentation in 30 Mins
Автор: Casey Co Marketing
Загружено: 2026-02-12
Просмотров: 2
Описание:
Sales teams hate CRM data entry because it takes hours. Marketing teams can't run effective campaigns without complete data. Both teams blame each other.
In this session, I show Trisha Merriam how AI eliminates this friction entirely.
The workflow: Turn a 1-hour discovery call into complete HubSpot setup + enriched contact data + professional proposal in 30 minutes.
What sales gets:
→ 30 minutes or less instead of 3-5 hours
→ Professional follow-up same day
→ More time actually selling
What marketing gets:
→ Enriched contact data (LinkedIn, company info)
→ Comprehensive meeting notes revealing actual needs
→ Real-time visibility instead of weeks-old data
This is part of our ongoing series on AI for Sales & Marketing Alignment. Not theory, real workflows that solve real friction.
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