Leadoff.ai

Happy to announce that Leadoff.ai has recently became #SOC2 certified! This is a major step towards ensuring that our customer data is secure at all times, and that we have a clean set of #infosec processes to follow as we scale the business. Thanks to the entire team for their contributions and the good folks at Advantage Partners for helping us coordinate all the efforts. #ForRepsByReps #security #SaaS

?? Calling all Sales Reps ?? It’s Q4. Time is tight. Deals need to close. Your manager wants updates. Since Leadoff.ai is #ForRepsByReps, we’re offering free unlimited usage through Q4 to help automate deal prep and CRM + manager updates—so you can focus on winning deals, not admin work. ?? Get started for free: https://lnkd.in/gNc4FB63

Q4…you know what that means. It's sales forecasting season. Accurate forecasts can make or break your quarter (and in this case, year), but most teams are stuck with incomplete CRM data, verbal updates, and gut feelings that lead to missed targets. Here’s what you’ll learn in our latest blog: ? Why traditional forecasting methods fall short. ? How methodologies like MEDDIC and BANT can fill the gaps. ? Actionable tips to improve forecasting, like requiring mutual action plans and creating urgency through give-gets. ? How Leadoff.ai ties deal management and methodology scoring to deliver the full forecasting story. ?? Ready to rethink your forecasting strategy? Check out the full blog: https://lnkd.in/gsd63kiJ #ForRepsByReps #B2BSales #Salesforecasting #AISales

??? A sales methodology isn’t effective if you can’t track?how?it’s being used ?? Understanding your methodology’s impact on revenue demands more than call summaries, rep-driven CRM notes, and word-of-mouth updates. Leadoff’s Deal Dashboard is a game-changer. Track individual and team deals with methodology-based scoring, color-coded insights, detailed overviews for every sales stage, and automated CRM updates to ensure your methodology is consistently applied and impactful. ? ?? Methodology-Based Scoring?– Get clear insights on each deal’s progress with a scoring system aligned to your sales methodology. ??? Color-Coded Indicators?– Easily spot strengths and weaknesses across each deal for every stage and step. ??? Quick Overviews?– Hover over each methodology step for a quick rundown of what’s been discussed and what’s still needed. ??? Automated CRM Updates?– Keep your CRM up to date effortlessly, so your data is always ready for review and action.Empower your team to drive consistency, clarity, and confidence in every deal. Want to experience the difference Leadoff can make for your team's deal management and forecasting? Reach out to Jeff Cohen ([email protected]) to try it out! #ForRepsByReps #SalesDashboard #DealManagement #SalesSuccess #Sales

We talkin’ integrations? Sales teams invest in software that enhances the impact of every tool in their tech stack—and Leadoff amplifies that value through seamless integration: ? CRM (Salesforce + HubSpot): Leadoff enriches CRM data with methodology-based notes and real-time coaching, automatically updating fields to streamline deal tracking, progress, and forecasting. ? Calendars (Google + Microsoft): Leadoff uses calendar data to schedule timely coaching recommendations before calls, record calls, and keep reps fully prepared without extra admin. ? Video Conferencing (Zoom + Microsoft Teams): Leadoff can ingest call data seamlessly, whether calls are recorded through our system or another platform, ensuring that all interactions contribute to deal insights. ? Slack: Leadoff sends real-time deal summaries and coaching tips directly to Slack, bringing insights and recommendations right into your workflow. Each integration with Leadoff supercharges your tech stack, making every tool in the ecosystem work harder and smarter for your sales team. ?? Check out the full blog to see how Leadoff transforms your tech stack into a cohesive, high-impact sales ecosystem: https://lnkd.in/gJtr6d5a #ForRepsByReps #B2BSales #SalesTechStack #Integrations

I had a great conversation with Jeff Cohen, the founder of Leadoff.ai, about the future of sales enablement. His company is solving a familiar problem: turning complex data into actionable insights that salespeople and managers can actually use to close deals—not just fill in spreadsheets. Here’s what stood out: Jeff’s approach is refreshing because LeadOff isn’t just about tracking sales activity; it's about quantifying what makes top sales reps effective and scaling that across the team. As we discussed, the big gap in the sales tech world has always been having tools that actually help reps close deals rather than simply managing or reporting on them. LeadOff’s focus on identifying and promoting “winning behaviors” is a potential game-changer, especially for SMB sales teams that are typically full of young, ambitious sellers—and new managers who need better support. What struck me most was LeadOff’s vision to create data-backed “scouting reports” for reps. Imagine being able to see which reps use mutual action plans, ask for give-gets, and follow a structured sales process—and being able to scale those habits across your team. Jeff’s passion for building a platform that empowers both reps and managers is clear, and I’m excited to see how LeadOff will evolve. Keep an eye on these guys. #salesenablement #startups #b2b

Call Coaching or Deal Coaching? ?? Both play a huge role in shaping sales success, but each brings a unique focus—and impact—depending on where a rep is in their journey. As sales teams grow and reps evolve, the question isn’t just how we coach, but what we’re coaching on. In our latest blog, we dive into how call coaching builds strong foundations and how deal coaching drives strategic growth, plus the hidden cost of shifting to asynchronous feedback. Curious to know where the real impact lies? Check it out: https://lnkd.in/gFT4BUYX #ForRepsByReps #SalesCoaching #WinRates #SalesManagement #SalesAI #DoLessWinMore

AI in sales is a hot topic. But do you have the time to evaluate all of the solutions out there? Here’s a peek into how we view AI in sales at Leadoff.ai. The goal: Do Less, Win More. Check out our latest blog for insights on using AI to streamline workflows, boost win rates, and empower your team to focus on what matters most: https://lnkd.in/g2z4K3BU #ForRepsByReps #SalesAI #DoLessWinMore

?? Your sales strategy is only as strong as your ability to scale tribal knowledge—here’s how to make it happen! ?? In our latest blog, we dive into the must-have sales strategy essentials that every growing team needs to scale successfully: ? The critical gap between founder-led sales and a scalable strategy. ? Why early investment in a solution to document and refine your sales process pays off. ? The power of sales methodologies like MEDDIC and BANT to keep your reps aligned and deals moving. ? How Leadoff.ai automates CRM updates and scores deal health to give your team time back and better visibility. ? Real-time, AI-driven coaching that identifies winning behaviors and cuts down sales cycles. Check it out for a guide on making your sales strategy scalable, data-driven, and impactful from day one: https://lnkd.in/gwQdqynF #ForRepsByReps #SalesStrategy #B2BSales

If it isn't in Salesforce, it doesn't exist. How many times have you said that or heard that? I'm pretty confident that if Jordan Shultz, Chris Seth, Dima Brodsky, or Jeff Heilman had slightly more homicidal tendencies, I wouldn't be here today. Jesus I've said that a lot. And why? SFDC is the system of record. And why is it the system of record, because management (hi there ?? ), needs an accurate system to run the business. It is mostly for forecasting because if I don't have a predictable business, I'm generally in trouble, but it helps for lead generation and account assignment too. But updating an almost 25-year old app that hasn't really been updated since day one sucks. Sales reps hate it and until recently, there hasn't been much alternative other than blocking out an hour a day, of maybe the most unproductive time imaginable to keep SFDC up to date so that management gets off your back. That all changed about 2-years ago with LLM's. I had drinks last night with Eldad Postan-Koren, the CEO of WINN.AI, a company that he started because he hated updating SFDC. Let's face it, SFDC is a management tool, not a tool that helps people get more sales. Believe me, if sales people believed that SFDC would help them close more deals, they'd use it a lot more (as a total aside, if it is set up well, it can be a good tool for that, but probably 1 in 100 companies actually do this - it's difficult to do. So sales people have been humped by this predicament. It doesn't help them close deals, but they have to update it to keep their managers happy. Oof. However, in the past 2-years, with the advent of LLM's, there are a ton of tools coming to the market that will actually help sales people close deals and companies should race to adopt these technologies. Aside from seeing you be more successful, I have zero vested interest in any of these companies (I am for hire though), but I look at tools like Winn.ai, like Firmograph (who I wrote about a few weeks ago), like Sonny Aulakh's company Gyaan, Yogi Panjabi's PeopleLens, and Jeff Cohen's company Leadoff.ai. All of these companies were founded by frustrated sales people that weren't getting the support that they needed from their leadership. As leaders, it's our jobs to help our team close deals. If you're not doing that, you're going to be dead weight in no time. Sales people... Want to know what the next step? No problem. Want suggestions on how to better prep for your next meeting? No problem. Want to have automated, yet personalized follow up? No problem. Want to update SFDC, but don't want to do the work? Guess what? No problem. A few years ago, this would have been unimaginable. We live in the future and it is making life easier for all of us. If you truly want your sales people to close more deals, I'd recommend putting some wood behind that statement and look at tools that are going to actually do that.