### Contents - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # AI Sales Assistant Software Resources ##### Discussions and Reports to expand your knowledge on AI Sales Assistant Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [discussions](#resources-discussions) from users like you and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## AI Sales Assistant Software Discussions 0 Question on: Clari [What opp stages do other folks use? We don't have a pre defined](/discussions/27367-what-opp-stages-do-other-folks-use-we-don-t-have-a-pre-defined) ? Hey Adam - appreciate you reaching out. There are many standard sales processes you can mold yours off of. Consider using this list below as a template to elaborate on. Prospecting Qualification Needs Analysis Value Proposition Id. Decision Makers Perception Analysis Proposal/Price Quote Negotiation/Review Closed Won Closed Lost These standard stages rarely reflect companies’ specific sales cycles though, so it will be best start a process to map out your sales process. SalesForce recommends avoiding ambiguous stage titles, and we couldn't agree more. Your sales managers should clearly see the difference between opportunity stages and understand when to pick a certain stage. Next, it's important to define entry and exit criteria for each stage and then to begin to rethink the "Probability %" field in SalesForce so it's more than just a number If you'd like to learn more about how Clari thinks about sales stages and their importance in defining and owning your sales cycle - reach out to me at pminasian@clari.com Answered: Philip Minasian on September 17, 2020 [Your answer](/discussions/27367-what-opp-stages-do-other-folks-use-we-don-t-have-a-pre-defined/comments/new?remote=true) 0 Question on: HubSpot Sales [What helpful tips can you provide for those who prospect for leads?](/discussions/27144-what-helpful-tips-can-you-provide-for-those-who-prospect-for-leads) Anything tools that could add to helping me find new leads Use the hubspot prospects report, and use sequences to stay in touch with a prospect. The pop-up forms are also helpful in converting a visitor if you are also using some of the marketing functionality. (this depends on the version (level) of HubSpot you are using) Answered: Dan Kraus on June 30, 2020 [Your answer](/discussions/27144-what-helpful-tips-can-you-provide-for-those-who-prospect-for-leads/comments/new?remote=true) 0 Question on: Dialpad Connect [how to set up an uber conference call](/discussions/how-to-set-up-an-uber-conference-call) What is the easiest way for me to do this? The easiest way to set up an UberConference is by visiting your conference room URL in Chrome. For more ways to join, here is a help article with more options: https://help.uberconference.com/hc/en-us/articles/360001307986-Start-or-Join-a-Conference Answered: Sarah Rolfing on December 26, 2019 [Your answer](/discussions/how-to-set-up-an-uber-conference-call/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/ai-sales-assistant/resources?discussions_page=104) - [1](/categories/ai-sales-assistant/resources) - [2](/categories/ai-sales-assistant/resources?discussions_page=2) - … - [101](/categories/ai-sales-assistant/resources?discussions_page=101) - [102](/categories/ai-sales-assistant/resources?discussions_page=102) - [103](/categories/ai-sales-assistant/resources?discussions_page=103) - [104](/categories/ai-sales-assistant/resources?discussions_page=104) - 105 - [106](/categories/ai-sales-assistant/resources?discussions_page=106) - [Next ›Next ›](/categories/ai-sales-assistant/resources?discussions_page=106) ## AI Sales Assistant Software Reports Mid-Market Grid® Report for AI Sales Assistant Summer 2026 G2 Report: Grid® Report Grid® Report for AI Sales Assistant Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for AI Sales Assistant Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for AI Sales Assistant Summer 2026 G2 Report: Momentum Grid® Report Small-Business Grid® Report for AI Sales Assistant Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for AI Sales Assistant Spring 2026 G2 Report: Grid® Report Small-Business Grid® Report for AI Sales Assistant Spring 2026 G2 Report: Grid® Report Mid-Market Grid® Report for AI Sales Assistant Spring 2026 G2 Report: Grid® Report Grid® Report for AI Sales Assistant Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for AI Sales Assistant Spring 2026 G2 Report: Momentum Grid® Report