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Outreach Unveils New AI Revenue Workflow Platform at Unleash 2025

Marks new era of Leadership and Innovation with Debut of Next-Gen AI Agents

Outreach, the AI Revenue Workflow Platform, unveiled a bold new chapter at Unleash 2025 with the introduction of its reimagined platform, Outreach AI Revenue Workflow Platform, as well as a new generation of intelligent AI Agents. The announcements mark a major milestone under CEO Abhijit Mitra’s leadership, showcasing the company’s continued transformation and defining vision for autonomous sales execution.

“AI can no longer be a feature; it must be the foundation for how modern revenue teams operate,” said Abhijit Mitra, CEO of Outreach.

Outreach’s AI Revenue Workflow Platform enables 100s of AI agent use cases across sales motions. For example, the Outbound Prospecting Agent finds and engages prospects and customers in specific verticals with tailored, industry-specific messaging by persona. The Expansion Agent identifies new personas in existing accounts to upsell a new product based on past purchases and usage data. Outreach AI agents automate time-consuming tasks, boost seller productivity, and personalize customer interactions at scale.

Read More: SalesTechStar Interview with Don Cooper, Vice President of Global Alliances at Aras

“AI is evolving fast, and Outreach’s AI Revenue Agent gives us a structured, scalable way to keep pace,” said James Terry, Head of US Revenue at Indeed Flex. “We’re starting with prospecting use cases, but the bigger opportunity is transforming how our entire go-to-market team engages with customers.”

The platform announcement introduces several new AI Agents and AI assistants, including:

  • Research Agent automates prospect and account research using first- and third-party data to target the right accounts with the right strategy to win
  • Conversation Agent empowers reps to have more productive conversations by creating meeting briefs with tailored talking points
  • Deal Agent surfaces recommended updates to deal entries based on conversation data, elevating deal hygiene and leader insights
  • Reply Agent drafts smart, contextual responses to customer objections and inquiries to respond faster and accelerate deals
  • Smart Forecast Assist identifies where there is a risk in your forecast and builds AI guided what-if scenarios to meet targets
  • Smart Analytics Assist gets you the answers on where to focus in your pipeline, forecast and coach your teams effectively
  • Win/Loss Insights inform your GTM strategies on engagements and conversation topics that lead to better revenue outcomes

Read More: How SalesTech is Reshaping Buyer-Seller Dynamics?

“AI can no longer be a feature; it must be the foundation for how modern revenue teams operate,” said Abhijit Mitra, CEO of Outreach. “With this launch, we’re building on our momentum and expanding what’s possible with AI in B2B sales. Our platform now supports hundreds of AI-powered workflows, from research and personalization to deal management and forecasting, so sellers can maneuver faster, work smarter, and focus their time towards driving the greatest results.”

Outreach’s Agents operate as co-pilots or as auto-pilot, depending on workflow needs, and are governed by built-in data security and transparency standards. The platform connects customer interactions, CRM systems, and external data signals to generate high confidence recommendations and real-time seller insights.

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Five9 Launches Agentic CX with AI Agents that can Reason, Decide, and Take Action

New AI Agents and Trust & Governance Built to Deliver Assurance, Speed, and Control

Five9, provider of the Intelligent CX Platform, announced the availability of AI Agents and AI Trust & Governance to usher in a new era of Agentic CX. Empowered by the Five9 Agentic Experience Engine, at the core of the Genius AI Architecture, these new capabilities are designed to drive intelligent CX and AI at scale with reasoning, adapting, and action for secure, seamless, and context-aware experiences.

“It’s exciting to be at the forefront of a significant shift in the CX industry, from outdated automation to AI Agents that can think, decide, and act independently to elevate the quality of every interaction,” said Jonathan Rosenberg, CTO of Five9.

“We’re at a real turning point in how customer experience is evolving, especially as AI and agentic technologies come together,” said Ian Jacobs, vice president and lead analyst for Opus Research. “To deliver the next generation of customer experiences, businesses need solutions that offer smart autonomy, adapt easily, and are powered by trusted AI. Five9’s focus on Agentic CX will help CX leaders scale AI-driven self-service, with stronger guardrails and very robust reporting.”

Read More: SalesTechStar Interview with Hayden Stafford, President & Chief Revenue Officer at Seismic

“Five9 is addressing a key market demand by giving businesses granular visibility and control to scale agent autonomy based on trust,” said Oru Mohiuddin, research director at IDC. “Businesses don’t just want automation; they need AI Agents that demonstrate deep understanding, are easily customizable, deliver rapid ROI and can seamlessly hand off to a live agent. With the growing adoption of generative AI, Five9 is prudent to offer its customers robust LLM governance and observability that supports secure and intelligent experiences.”

“It’s exciting to be at the forefront of a significant shift in the CX industry, from outdated automation to AI Agents that can think, decide, and act independently to elevate the quality of every interaction,” said Jonathan Rosenberg, chief technology officer and head of AI at Five9. “What’s even more powerful is that this isn’t just a future vision, it’s happening now. Customers are using our AI Agents today to speed up implementation and improve customer experience”

Read More: How Have Investment Patterns in SalesTech Changed in 2025?

Key features of AI Agents and AI Trust & Governance include:

  • AI Agents: Flexible, advanced self-service that adapts to any stage of AI maturity and seamlessly hands off to a human agent if needed
    • AI Summary Node: Auto-summarizes voice and digital interactions with language-selectable summaries, providing context for live agents or future reference.
    • Intent Detection and Entity Extraction: Amplify intent detection with LLMs to enable seamless, natural dialogues, ensuring the quickest path to resolution.
    • Knowledge Node: Uses Retrieval Augmented Generation (RAG) to generate contextual answers based on enterprise knowledge.
    • Pre-built template: Five9 provides a starter kit with a pre-built template associated with an industry vertical. Customers can copy and modify to quickly build new AI agents for their specific needs, dramatically reducing time to value.
    • Code Crafter: Leverage the capabilities of LLMs to generate high-quality JavaScript functions, reducing development effort.
  • AI Trust & Governance: Stronger guardrails and better observability for enterprise-ready AI
    • Enhanced Decision-Making: Provide granular guardrails to tailor AI behavior across channels and use cases, balancing control with automation.
    • Threat Identification: Proactively monitor and respond quickly to risks such as prompt injection attacks.
    • Prompt Monitoring: Gain better AI observability with a comprehensive reporting dashboard on critical usage metrics and prompt completeness scores.
    • Hallucination Detection: Track closed-domain hallucinations for context adherence and easily correct its behavior for consistent, reliable experiences.

AI Agents and the Trust & Governance toolkit draw on the Five9 Agentic Experience Engine, which provides the foundation and vision for our portfolio of agentic CX capabilities. This powerful engine orchestrates the reasoning, decisions, and actions of Five9 Genius AI applications.

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Sovos Partners with Shopify to Automate Sales Tax Filing and Remittance for Merchants

Shopify with Sovos will simplify the sales tax returns process for Shopify merchants

Sovos, the always-on compliance company, announced that it has partnered with Shopify to launch Shopify Tax automated filing, a powerful new feature that automates the preparation, filing and remittance of sales tax returns for Shopify merchants. This feature is now available to eligible merchants in the United States using Shopify Tax.

Read More: SalesTechStar Interview with Alberto Benigno, Chief Sales Officer at Wildix and Founder of Sales Elevate Lab

Sovos’ Sales and Use Tax (SUT) Filing solution is integrated with Shopify Tax, offering merchants a more streamlined experience when it comes to managing their sales tax compliance. With automated filing, merchants can greatly reduce the hours spent preparing and filing returns each month, while helping minimize audit risk.

Read More: SaaS Companies See Unprecedented Growth Through Strategic Social Media Marketing

“Sales tax rules and laws are constantly evolving and left unchecked, can create serious and expensive problems for businesses down the road,” said Kevin Akeroyd, CEO, Sovos. “Shopify, through its partnership with Sovos, will greatly reduce the burden on sellers and allow them to focus on delivering for their customers.”

Sovos is transforming tax compliance from a business requirement to a force for growth. Sovos’ flagship product, the Sovos Compliance Cloud platform, enables businesses to identify, determine, and report on every tax obligation across the globe. Sovos processes 16 billion+ transactions per year, helping companies scale their compliance strategy in almost 200 countries.

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

NIQ Announces Global Collaboration with WeArisma to Measure the Impact of Creator Marketing on Sales and Brand Perception.

NIQ Logo

The collaboration is the first of its kind to measure sales impact from WeArisma’s industry-leading influencer marketing data.

NIQ, the leading consumer intelligence company, announced a strategic global relationship with WeArisma, the leading creator marketing measurement and optimization platform for brands and agencies. The groundbreaking alliance will enable advertisers around the world to understand the impact of paid and organic creator marketing across the full marketing funnel, including sales impact. The measurement framework enables marketers to take a more results-oriented approach to influencer marketing, allowing local and global brands to maximize the impact of investments in the creator economy.

The global collaboration combines NIQ’s unique data assets and expertise in outcome measurement with WeArisma’s leading technology platform and intelligence on creators around the world. “By leveraging our collective strengths, we are helping businesses make more informed decisions about their influencer marketing investments,” said Jason Tate, General Manager, Marketing Effectiveness at NIQ. “This strengthens our position as industry leaders in quantifying the impact of an increasingly important marketing channel around the world.”

Read More: SalesTechStar Interview with Ann-Christel Graham, Chief Revenue Officer at Sovos

The collaboration between WeArisma and NIQ helps accelerate the way creator marketing is planned, measured, and optimized, helping marketers keep pace with rapid changes in pop culture. “For too long, marketers have been unable to attribute the impact of creator marketing on brand equity and sales performance, leaving a major gap in full-funnel measurement. We are thrilled to combine forces with NIQ to solve this challenge and enable marketers to get the greatest impact from every dollar spent on creator marketing,” said Jenny Tsai, founder and CEO of WeArisma.

Key Highlights:

  • Modular solutions from WeArisma and NIQ help advertisers more effectively measure, optimize, and plan their investments across the creator marketing economy, including hard-to-measure organic creator content.
  • Metrics from creator campaigns tracked through WeArisma’s global analytics platform are incorporated into NIQ’s Marketing Mix Models, enabling marketers to make data-driven optimizations of their influencer strategies.
  • To serve the unique needs of each brand, NIQ and WeArisma support customized engagement models, including managed service support and self-serve platform access.

Read More: The Sko Paradox: From Hype to Execution – Fixing Sales Kickoffs for Real Performance Gains

NIQ is a leading consumer intelligence company, delivering the most complete understanding of consumer buying behavior and revealing new pathways to growth. NIQ combined with GfK in 2023, bringing together two industry leaders with unparalleled global reach. Our global reach spans over 90 countries covering approximately 85% of the world’s population and more than $ 7.2 trillion in global consumer spend. With a holistic retail read and the most comprehensive consumer insights—delivered with advanced analytics through state-of-the-art platforms—NIQ delivers the Full View™.

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

Allego Unveils Breakthrough Agentic AI Capabilities at Sales Success Summit 2025

Allego Recognized in 2021 Gartner® Market Guide for Sales Enablement Platforms

New innovations reshape sales coaching, learning, and digital selling—making revenue enablement smarter, faster, and more impactful

Allego, Inc., the leader in AI-powered revenue enablement technology, unveiled a suite of groundbreaking agentic AI innovations at its 9th Annual Sales Success Summit (S3), held at the Renaissance Boston Seaport Hotel. This year’s conference theme, Amplify Impact,” reflects a new era of enablement—one where human-centered strategy and AI-driven precision come together to drive measurable performance.

With hundreds of enablement, learning, and sales leaders in attendance, Allego used the main stage to introduce its most advanced AI capabilities yet. These new capabilities are designed to meet the real-world needs of revenue enablement teams and signal a major shift in how organizations deliver sales coaching, content, and deal intelligence at scale.

Unlike generative AI, which predicts or suggests, agentic AI acts. It reasons. It decides. And now, it works across Allego’s revenue enablement platform to deliver autonomous, outcome-driven support. And it does so while keeping humans at the center of the process.

“Our vision has always been to deliver practical AI—intelligent agents that create real business impact without adding complexity,” said Andre Black, Chief Product Officer at Allego. “This isn’t just smarter automation. It’s a smarter way to enable people. These tools don’t replace sales reps or managers—they amplify their impact.”

Customer Voices: Clarivate and Thales Share the Value of Early AI Adoption

Allego customers like Clarivate and Thales are already seeing meaningful results from the platform’s AI capabilities, and they are sharing their stories live at the conference.

“We now have a platform that connects learning to performance—where real enablement impact begins,” said Matt Norton, Senior Director of Sales Enablement at Clarivate, a leading global provider of transformative intelligence. “The Dialog Simulators are game-changing. Case in point, one of our directors unexpectedly found himself at a customer site where he was able to confidently answer questions because he had practiced using the simulator. That moment proved the power of this technology. We’re now testing Live Dialog Simulators and are excited about the potential to take simulated role-play and readiness to the next level.”

Read More: SalesTechStar Interview with Ann-Christel Graham, Chief Revenue Officer at Sovos

Thales, a global leader in aerospace, defense, and cybersecurity, is leveraging Allego’s AI coaching tools to drive faster ramp times and more scalable development.

“Enablement isn’t about delivering content. It’s about delivering confidence at scale,” said Sheryl Bauerschmidt, Sales Enablement Content Manager at Thales. “We already use AI to support skill development and targeted coaching, and we’re excited about the new agentic AI capabilities Allego announced across the full suite of enablement. There’s huge potential in using them to further elevate sales content management and partner enablement across our global teams.”

From Vision to Action: Allego’s 3 Future-Forward AI Investments

Allego’s recent releases and summer roadmap include practical agentic AI investments in three strategic areas:

1. Modern Learning & Upskilling

At the heart of Allego’s new learning innovations is the Live Dialog Simulator, a hyper-realistic video AI role-play engine. It gives reps the ability to practice objection handling, pitch delivery, and meeting scenarios with intelligent feedback in real-time. Alongside this, Allego introduced the AI lesson authoring agent. This tool enables teams to build beautiful, effective, and interactive courses in record time.

These agents work in concert with Skill Maps and Revenue Correlations, helping leaders connect individual skill development to business outcomes.

2. Content Discovery & Automation

Allego also updated its powerful AI content discovery agents, which enable natural language Q&A across internal knowledge bases and Digital Sales Rooms. In addition, advancements to FlexDocs, Allego’s document automation engine, now allow richer options for data integrations and a broader array of chart and table layouts, while enhancements to LiveApps expand the ability to personalize and integrate daily selling experiences, and offer a client-facing marketplace.

These innovations boost team productivity, reduce content noise and surface what reps actually need—when and where they need it.

Read More: The Sko Paradox: From Hype to Execution – Fixing Sales Kickoffs for Real Performance Gains

3. Deal Intelligence & Digital Selling

On the selling front, Allego showcased next-generation agentic AI capabilities that include “deal alerts” on CRM opportunities, richer conversation intelligence on sales methodology insights, and more automated Digital Sales Room creation for Rooms that feature personalized design, mutual action plans, and embedded AI assistants. Together, these capabilities help sellers differentiate through better buyer experiences, spot risks, act faster, and guide buyers with confidence.

“Rapid change in the world creates pressure, but it also creates new opportunities,” Black added. “With agentic AI, our customers can scale coaching, content delivery, and deal support like never before.”

AI and the Human Brain: Allego Launches Groundbreaking Coaching Study

Also at S3, Allego announced a first-of-its-kind neuroscience study focused on understanding how sales professionals respond to coaching from AI versus humans. Conducted in partnership with cognitive neuroscientist Dr. Carmen Simon, the study explores how the brain processes feedback during role-play scenarios using Allego’s Live Dialog Simulator.

The research aims to answer a critical question: What do sellers gain—or potentially lose—when coached by AI instead of a human? The findings will be included in a comprehensive report to be released following the study’s completion.

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

ID Privacy AI Launches BDC Pro™ – Enterprise-Ready, Voice-First AI That Manages Leads 24/7

ID Privacy AI Launches the Only Native AI-First Platform with Autonomous Agents for Creating Secure, Custom AI Models from Enterprise Data Sources

Integrated with 85% of automotive CRMs, including DealerSocket, VinSolutions, Xtime, and Dealer-FX, BDC Pro™ pairs with new VDP Pro™ video agents to turn sales and service leads into booked appointments around the clock.

ID Privacy AI launches BDC Pro™, a real-time, privacy-first automotive AI agent that works 24/7 to greet every call, text, and email, field on-the-spot questions, and lock in appointments in under three minutes.

Built on ID Privacy AI’s multi-agent platform, BDC Pro™ gives dealerships a full-time AI teammate that integrates securely with more than 500 systems, including VinSolutions, DealerSocket, vAuto, DealerFX, and Xtime, resolves roughly 66 percent of inquiries on the first interaction, keeping average call time under three minutes.

“BDC Pro™ is just the start,” said Albert Thompson, CEO of ID Privacy AI. “We’re entering a world where AI agents work alongside humans, handling repetitive tasks, responding instantly, and staying available 24/7. Our platform lets any business build a secure, voice-first AI agent that thinks like a seasoned pro and learns over time, without ever compromising on privacy.”

Voice Agents That Don’t Just Talk – They Think, Act, and Deliver

  • Cognitive Voice Intelligence: Deep reasoning lets agents understand intent, handle objections and convert more leads in less time.
  • Dealer-Focused Multichannel Execution: One AI hub handles voice, SMS, and email in English and Spanish, keeping every shopper on-brand and engaged.
  • Complete Lead Coverage & Channel Flexibility: No missed inquiries; the agent answers instantly and moves conversations across channels without losing context.
  • Full CRM + DMS Integrations: Bi-directional write-back with VinSolutions, DealerSocket, CDK, Xtime, DealerFX, DealerTrack, ELead and more – covering ninety percent of all dealership tech stacks.
  • Privacy Safe by Design: End-to-end encryption keeps dealers compliant with CCPA, GDPR and OEM rules.
  • Operational Excellence: No call queues, no shift gaps and only light-touch coaching; BDC Pro™ delivers results fast, high quality output from day one that continually improves dealership efficiency.

Read More: SalesTechStar Interview with Ann-Christel Graham, Chief Revenue Officer at Sovos

Proof in the Numbers

“Across 27 direct-mail campaigns – over one million mailers and nearly 30 thousand calls – BDC Pro™ resolved 66 percent of callers on first contact, turned more than half into appointments, and cut cost-per-appointment by about 90 percent versus a staffed BDC,” said Dr. Shaoor Munir, Chief AI & Data Officer, ID Privacy AI .

Additional insights into one of the 27 campaigns revealed that the agent booked 1200 appointments, closed sixty-nine percent of callers without any human handoff, and helped generate more than $350,000 in front-end gross revenue, proving that autonomous automotive AI agents can handle high volume call situations with ease.

Introducing VDP Pro™- Personalized Video Follow-Up, Powered by AI

VDP Pro™, a companion solution to BDC Pro™, is a personalized AI video agent for dealerships that re-engages shoppers who view a high-interest Vehicle Detail Page (VDP) but leave without converting. Monitoring real-time site activity, the agent automatically sends a hyper-personalized AI video via email or text – delivering the right message within minutes, not hours.

Key Options and Features: 

  • Flexible Presenter Library: Choose from 300 plus pre-built AI avatars or a fully-branded, AI-cloned video of your General or Sales Manager.
  • Dealer-Controlled Scripting & Branding: Each video uses your store’s exact pricing, incentives and CTA.
  • Seamless hand-off to voice AI: When a shopper engages or submits a lead form, VDP Pro™ routes the lead to BDC Pro™ for live voice follow-up and instant appointment booking.

“Imagine a shopper who left your website last night seeing a friendly video from your GM the next morning – followed by a voice call from BDC Pro™ to lock in the appointment. It’s personalized follow-up at scale, finally possible,” added Albert Thompson .

Read More: The Sko Paradox: From Hype to Execution – Fixing Sales Kickoffs for Real Performance Gains

Real-Time Intelligence and Agent Feedback Loops

Dealers don’t just get automation, they get visibility.

  • Live Transcription, timestamps and sentiment analysis: Every voice, email or text exchange is recorded and auto-tagged for intent and emotion, giving teams real-time insight into customer needs.
  • Manager Dashboard with built-in feedback loops: One screen to review calls, flag missteps and fine-tune agents, turning data into continuous performance gains.

Built for Dealers. Ready for the Enterprise.

As 24/7 engagement becomes the norm in OEM, healthcare, and finance, the platform behind BDC Pro™ lets any organization deploy secure, domain-specific AI agents, and ID Privacy AI is already partnering with enterprises to take these agents cross-vertical.

The company is also in active talks with investors as enterprise demand surges, and continues to expand partnerships across the automotive ecosystem.

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

Kaleris Acquires Locus Software

Acquisition creates the most comprehensive carrier management system on the market, offers unmatched cargo movement visibility across shipper, carrier and terminal activities-

Kaleris, a global provider of leading supply chain optimization technology, announced the acquisition of Locus Software, an operations management system for carriers. The acquisition expands Kaleris’ offering for ocean carriers and shipping lines, creating a comprehensive solution that directs end-to-end workflows from quoting and booking through stowage planning and cargo operation monitoring. The new carrier operations management system will be integrated with the Kaleris Execution Visibility Platform, connecting shippers, carriers and terminals to real-time cargo movement information within one connected ecosystem.

“The addition of Locus Software’s capabilities to our industry-leading stowage planning and vessel reporting solution unlocks a new level of value for carriers,” said Kirk Knauff, CEO of Kaleris. “Building on the success of our Carrier and Vessel Solutions, our customers will gain new efficiencies from having operations, asset, commercial and financial management activities in one system of record. In addition, through our Execution and Visibility Platform, Locus customers can experience an almost instant connection with any of the 560+ terminals using our technology.”

Read More: SalesTechStar Interview with Don Cooper, Vice President of Global Alliances at Aras

Locus Software, based in the U.K., offers more than 18 years of deep ocean shipping expertise using modern technology. Locus’ Odyssey cloud platform is a new generation of carrier solutions that are easy to integrate, intuitive to use, and available anywhere at any time. Within the Kaleris Execution and Visibility Platform, the system will facilitate efficient cargo movement, connecting carriers, shippers and terminals to more effectively coordinate and execute their operations across a shipment’s lifecycle. By integrating with Stowman DS, the platform extends its capabilities to include stowage planning, creating a seamless, end-to-end solution for optimal cargo management. This connected cargo ecosystem delivers an unparalleled level of collaboration, resolving communications breakdowns that can occur as shipments move through the complexities of the supply chain.

“The unique design of Locus Software’s technology delivers the collaboration and connectivity essential for ocean carriers’ operations without the burden of significant integration effort and cost,” said John Squire – Locus CEO. “Our focus has been to deliver value faster. As a part of Kaleris, more carriers and shipping lines will experience the difference of having a single pane view across all their activities and stakeholders.”

Read More: How SalesTech is Reshaping Buyer-Seller Dynamics?

Kaleris is backed by Accel-KKR, a technology-focused private equity firm with a track record of investing in supply chain management software and solutions. The acquisition of Locus Software accelerates Kaleris’ strategic vision to solve the world’s most complex supply chain transportation challenges by building a more connected, visible, reliable and sustainable ecosystem for the industry.

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

Vidyard Releases The Future Revenue Report, Revealing Untapped Pipeline and Revenue Potential for GTM teams

Vidyard Launches Desktop Apps as Adoption of User-Generated Videos in Sales Accelerates Vidyard Launches Desktop Apps

New data indicates AI-powered video drives faster deal cycles and higher win rates

Vidyard, the leading provider of AI-powered video messaging for sales teams, released the findings of its new research report: The Future of Revenue. Surveying over 650 full-time senior sales and marketing professionals, the report reveals that AI-powered video is rapidly gaining traction across go-to-market (GTM) teams. Adoption is rising, outcomes are improving, and the technology’s potential is widely acknowledged. But a critical gap remains: it’s not being measured in ways that matter to business leaders, undermining what should be a high-confidence investment.

Video is a proven strategy for delivering lasting impact on brand awareness and engagement. According to the data, a whopping 93% of GTM leaders using video say they’ve seen positive results. Of GTM leaders who measure video-specific KPIs tied to revenue impact, 47% say they hit revenue targets more easily, 44% say they’ve improved conversion rates at key funnel stages, and 40% say they earn more responses from prospects. They are also 79% more likely to achieve KPIs faster, and 76% more likely to accelerate deal cycles.

In a macroeconomic environment where every dollar must be justified, adopting agentic AI-powered video should be an easy decision. But 22% of GTM leaders reportedly don’t measure video performance at all, while another 35% track usage but not revenue impact. Conversely, GTM leaders who do measure video’s revenue impact are seeing improved conversion rates (44%) and faster deal cycles (27%).

Read More: SalesTechStar Interview with Ann-Christel Graham, Chief Revenue Officer at Sovos

“Agentic AI and video are a powerful combination for multiplying the effectiveness of GTM teams,” said Michael Litt, Co-Founder and CEO of Vidyard. “The data speaks for itself: with tools like Vidyard, teams are closing more deals, faster than ever. Video is now table stakes. And the early adopters who align on strategy and measurement will win more pipeline, drive more revenue, and give sellers back time to focus on what matters most – building customer relationships.”

Read More: The Sko Paradox: From Hype to Execution – Fixing Sales Kickoffs for Real Performance Gains

Additional key findings include:

Video and AI boost productivity and pipeline

  • When teams use both video and agentic solutions, they drive bigger wins across the funnel, with 76% more likely to have seen accelerated deal cycles and 52% more likely to say they’ve seen improved prospect engagement.

Agentic AI has officially landed for GTM teams

  • 38% of teams are already using agentic tools as part of their GTM strategies and 46% are actively exploring it.
  • 92% of GTM leaders using agentic AI said it has a noticeable impact on their team’s performance, including: Spending more time on strategic work and high-value interactions (48%) and improved engagement (48%).
  • Agentic AI users also shared that they save an average of 16 hours per week across all tasks, equivalent to ~104 work days per year.

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.

SalesTechStar Interview with Adam Carr, Chief Revenue Officer at Apollo.io

Adam Carr, Chief Revenue Officer at Apollo.io talks about the changing SaaS Sales ecosystem and how this had led to a complete transformation in the role of a modern CRO in this SalesTech interview:

___________

Hi Adam, what’s the best (and worst!) part of being a CRO in the modern SaaS market?

Let’s start with the best part: you get to build the engine.

As CRO, you have a unique vantage point—sitting across sales, success, and partnerships—which means you’re not just driving top-line growth, you’re architecting how a company goes to market. That’s incredibly rewarding when done right. You get to spot patterns, reduce friction between functions, and scale what works. When the engine is humming and the team is winning, it’s electric.

Now for the hardest part: everything is moving at once.

In modern SaaS—especially in product-led environments—being a CRO means navigating constant complexity. Talent expectations are higher. Customers are more informed. Sales cycles are messier. Everyone wants more pipeline, but the real unlock is repeatability, clarity, and focus. The hardest part is saying no to good ideas in service of the right ones. You have to ruthlessly prioritize, align the org around a few key plays, and still leave space to test and adapt.

The market doesn’t give you the luxury of “set it and forget it.” It rewards teams that can execute and evolve in real time.

So what’s it like being a CRO today?

You’re building the plane, flying it, and redesigning the wings—all at once. But if you love systems, momentum, and working across high-talent teams, there’s nothing better.

As the role of the typical B2B CRO evolves in part due to the fast changing SaaS ecosystem, what skills should CRO’s hone in on?

The modern CRO isn’t just a sales leader anymore—they’re a growth architect.

With SaaS models becoming more complex and customer-centric, the CRO now sits at the intersection of sales, marketing, success, and product. That means the skillset has to expand beyond pipeline management and forecasting. Here are three areas where today’s CROs need to go deep:

1. Systems Thinking

CROs today must be able to see the entire GTM system—how acquisition, expansion, and retention interact—and know where to apply leverage. It’s not about squeezing more out of AEs, it’s about removing friction across the entire customer journey. Can you spot the bottleneck in the funnel? Do you understand how product usage connects to revenue lift?

2. Cross-Functional Influence

You’re often not the direct owner of many of the levers that impact growth—product roadmap, marketing budget, pricing strategy. So you better be great at building alignment. Modern CROs need to be just as comfortable in a room of engineers or PMs as they are with sales leaders. The best ones create shared language, shared goals, and shared wins.

3. Talent & Org Design

As go-to-market complexity increases, so does the need for specialized roles, smarter segmentation, and tighter enablement. CROs have to be world-class at hiring, onboarding, and leveling up talent, especially in fast-growth environments. Can you scale headcount without diluting performance? Can you spot when the org design needs to evolve?

Read More: SalesTechStar Interview with Ann-Christel Graham, Chief Revenue Officer at Sovos

Can you take us through some of the top revtech and salestech you’ve often relied on to drive goals and processes?

This may sound like a plug but, I’m going all in on Apollo.io—and with good reason.

As a CRO operating in a product-led growth (PLG) environment, the tech stack has to do more than just accelerate sales. It must bridge self-serve, sales-assist, and scaled human-led motions without creating silos. Most stacks were built for one motion or the other. Apollo was built for both.

Here’s why I rely on it and why it’s not just a plug, it’s a philosophy:

Data + Execution in One

Apollo combines the data layer (50B+ records and enrichment) with the engagement layer (email, call, and multichannel workflows). That means no context switching, fewer integrations to manage, and a faster time to first action—whether you’re a rep running targeted outbound or a product user upgrading with sales assist.

Pipeline Creation Across Motions

In PLG, you don’t just need pipeline—you need pipeline by segment, by intent, and by product signal. Apollo lets you build GTM plays triggered by actual usage behavior and map them back to the right outbound or assist touch. It’s one of the few tools that works for an SDR and an AE without compromise.

AI + Automation That’s Actually Useful

Every tool says “AI” now, but Apollo’s AI platform is tuned for execution—writing sequences, summarizing calls, prioritizing accounts. Not just noise. When you’re moving fast and experimenting across segments, this kind of leverage is mandatory.

Built for Scale, Not Bloat

We all love a good RevTech stack… until you’re managing 12 tools that all half-integrate with each other. PLG companies don’t have time for that. With Apollo, we’re running outbound, self-serve assist, and partner GTM motions from one platform.

So yes, this is a plug. But it’s also the truth: in PLG, your tech stack should accelerate clarity and control across the full funnel—not just give you more dashboards. Apollo.io does that.

What keeps most modern CRO’s up at night today?

A few themes show up consistently for me:

  • Scaling without losing clarity: Growth targets are aggressive, but the GTM engine is still evolving. It’s a constant battle between speed and structure.
  • Hiring fast without compromising talent quality: You need to scale headcount, but every hire impacts team performance and culture. I encourage internal employee referrals, as these often lead to higher quality hires and boost employee engagement.
  • Aligning cross-functional GTM teams: Sales, product, CS, and marketing all touch revenue—but they don’t always operate with shared goals or context. I lead by example and encourage a culture of transparent communication and team collaboration, to foster an open dialogue and knowledge sharing.
  • Getting ahead of churn: You can’t afford to be surprised by retention issues. Early signals, onboarding, and product value need constant attention.

Read More: The Sko Paradox: From Hype to Execution – Fixing Sales Kickoffs for Real Performance Gains

Apollo is a data-first engagement platform that integrates with LinkedIn to enhance sales and marketing efforts. It allows businesses to leverage LinkedIn profiles for lead generation, data enrichment, and automated outreach sequences.

Adam Carr is Chief Revenue Officer at Apollo.io, bringing deep enterprise sales leadership and a proven track record of scaling high-growth SaaS companies. As CRO, he is responsible for driving comprehensive revenue strategy, overseeing sales organization transformation, and supporting Apollo’s next phase of expansion. His remit includes inbound and outbound sales, partnerships, customer success, onboarding, labs, and high-velocity sales team development.

Prior to joining Apollo, Adam served as Senior Vice President of Global Sales at Miro, where he drove transformative growth by expanding the sales team from 300 to 12 international offices and securing landmark Global 2000 deals. During his five-year tenure, he played a pivotal role in scaling the company’s revenue to a remarkable $17.5 billion valuation in January 2022.

At Apollo.io, Adam leads the revenue organization by leveraging his expertise in product-led growth (PLG) and product-led sales (PLS) strategies, go-to-market execution, customer engagement, and strategic sales development. His experience spans multiple high-growth technology companies, including leadership roles at Box, Fivestars, and Classy.org, where he consistently developed comprehensive sales strategies that drive sustainable business expansion.

Passionate about building high-performance teams, Adam combines data-driven insights with a people-first leadership philosophy. He focuses on removing obstacles and empowering sales professionals to exceed their potential. As a Limited Partner at GTMfund and Penny Jar Capital, he continues to support innovation in the tech ecosystem.

Intelligent Audit Launches Catalyst™: A Parcel Audit & Optimization Platform Built for SMBs, Offering Big Solutions on Smaller Budgets

Intelligent Audit, a leading freight bill and payment (FBAP) provider with a suite of spend optimization solutions that have been trusted by global enterprises since 1996, announced the official launch of Catalyst™, a powerful new program built specifically for small and mid-sized businesses.

“Catalyst fills the gaps in bandwidth, plugs revenue leaks, and ensures every shipping dollar works harder for you.”

Designed to deliver instant value with zero complexity, Catalyst™ helps businesses optimize their parcel shipping operations, recover hidden overcharges, and drive meaningful savings from day one.

“More than 80% of businesses are overpaying for shipping without realizing it—and small and mid-sized businesses are hit hardest because they often lack the resources larger companies rely on,” said Hannah Testani, CEO of Intelligent Audit.

Read More: SalesTechStar Interview with David Sudbey, Chief Customer Officer at Dialpad

“Catalyst™ is our response: a purpose-built solution that delivers powerful ROI in a simple, accessible, and cost-effective package tailored for growing businesses.”

Catalyst™ empowers businesses with:

Automated Refund Recovery – Seamlessly audits parcel invoices and reclaims shipping overcharges.

Actionable Insights – Reveals smarter, more cost-effective shipping strategies to eliminate waste.

Fast-Tracked ROI – Surfaces savings immediately, creating measurable value with every shipment.
Who is Catalyst™ right for?

Read More: Reducing Sales Burnout: How Sales Automation Supports Mental Health in Sales

This program is designed for retailers and manufacturers with $15M–$150M in annual revenue who ship high volumes of small parcels ($250K-$3M+ annually). Ideal participants include, but are not limited to:

Growing e-commerce or D2C brands
Regional specialty retailers or chains
Subscription box companies
CPG, automotive, or medical device manufacturers shipping direct to customers or partners
With a streamlined onboarding process and no setup fees, Catalyst™ is easy to adopt and requires no changes to existing carrier relationships or tech stacks. The program is available today with a free 90-day trial—giving businesses a risk-free opportunity to experience the full impact of logistics intelligence.

“Catalyst™ acts as an extension of your team,” added Hannah. “It fills the gaps in bandwidth, plugs revenue leaks, and ensures every shipping dollar is working harder for your business.”

Write in to psen@itechseries.com to learn more about our exclusive editorial packages and programs.