Author: James Donaldson

Summary

• The best tools in 2026 are not the most advanced, they are the ones that reduce friction for reps.
• Sales teams are moving away from bloated stacks toward simpler, more focused workflows.
• Data, dialing, and execution layers matter more than all in one platforms.
• The tools to watch are those that increase conversations, not complexity.
• Adoption and usability will outperform feature depth every time.

What Defines a “Tool to Watch” in 2026?

There is no shortage of new tools in sales.

But the tools worth watching in 2026 are not the ones with the most features or the loudest AI messaging.

They are the tools that remove friction from a rep’s day and make it easier to prospect consistently.

Across everything we have seen in Q1, the shift is clear:

• Less time navigating systems
• Less time switching between tools
• Less time cleaning data
• More time speaking to prospects

That is the filter.

If a tool helps a rep do more of the core work, it matters.
If it creates more decisions, more tabs, or more hesitation, it does not.

The Core Categories That Matter

Instead of thinking about dozens of tool categories, the best teams are simplifying into three layers:

• Data
• Execution
• Insight

The best tools in each category are the ones that feed into each other without slowing reps down.

1. Data Tools That Increase Speed, Not Just Coverage

Lonescale

Why it stands out:
Constantly updating and enriching your CRM, while routing leads directly to reps.

It removes one of the biggest hidden drains on SDR time, sourcing and searching for stakeholders.

Instead of reps spending hours building lists, the system feeds them accounts and contacts ready for outreach.

What to watch:
Teams using Lonescale to minimise manual research and maximise consistent prospecting into accounts.

TitanX

Why it stands out:
  TitanX has made one of the most interesting moves in the market with its acquisition of Frontspin.

It brings together data intelligence and execution.

TitanX scores your data and contacts so reps are not wasting time dialing people who will not answer. Instead, it helps allocate the right level of effort, across the right channels, to the right prospects.

What to watch:
  Teams using TitanX to prioritise who to contact, how to contact them, and how much effort to apply. This is not about replacing activity, it is about making every dial and touch more valuable.

Surfe

Why it stands out:
A clean, simple browser based workflow that connects LinkedIn activity directly into CRM and sequencing tools.

It removes one of the biggest friction points in outbound, moving from research to action.

What to watch:
Teams prioritising speed of execution over feature heavy tools.

FullEnrich

Why it stands out:
Waterfall enrichment that combines multiple providers to improve coverage without forcing reps to think about where data comes from.

What to watch:
Teams moving toward waterfall models to improve connect rates and reduce manual work.

2. Dialers That Prioritise Reliability and Output

Frontspin

Why it stands out:
Owns more of its calling infrastructure, strong global coverage, and reliable number reputation.

It focuses on one thing, helping reps call consistently.

What to watch:
Teams moving away from bundled dialers toward specialist infrastructure.

Rocketcell

Why it stands out:
One of the only dialers using eSIM and cellular networks rather than relying purely on internet infrastructure.

This removes one of the biggest hidden problems in outbound, poor connection quality and dropped calls.

It also captures mobile calls and transcribes them directly into Salesforce.

What to watch:
Teams prioritising call reliability and real world calling conditions over browser based setups.

Nooks

Why it stands out:
High adoption from reps due to UX and the virtual sales floor concept.

That matters more than most feature comparisons.

What to watch:
Teams choosing tools based on rep buy in, not just capability.

HotLine Ring

Why it stands out:
Designed for speed to lead on inbound.

Automatically enriches HubSpot leads, calls your SDR, and connects them to the prospect in under a minute.

This removes delay at the most important moment.

What to watch:
Teams tightening inbound response times and converting more pipeline from existing demand.

3. Tools That Reduce Admin and Surface Insight

Trigify

Why it stands out:
One of the most powerful social listening and signal capture tools we have seen.

It pulls signals from across platforms and pushes them directly to reps without requiring them to log in or break focus.

Set up can be done in less than a day.

What to watch:
Teams using signals to increase activity, not replace it.

Clay (Used Carefully)

Why it stands out:
Extremely powerful for enrichment and data workflows.

What to watch:
Used behind the scenes by operators to feed SDRs better inputs, not given to reps as another system to manage.

PhantomBuster

Why it stands out:
Enables automation and signal capture from LinkedIn activity.

Helps identify relevant prospects based on engagement.

What to watch:
Used selectively to support prospecting, not distract from it.

The Stakki Take: What Actually Matters in 2026

The tools to watch in 2026 are not defined by AI or automation.

They are defined by what they enable.

Do they help your reps prospect more consistently?
Do they remove friction from the workflow?
Do they increase conversations?

If the answer is yes, they matter.

If the answer is no, they are just noise.

Across everything we have seen:

• The best teams simplify
• The best teams reduce distraction
• The best teams protect rep focus

And most importantly:

They build systems that help reps do the work, not think about the work.

Final Thoughts

Sales tech is not slowing down.

But the best teams are.

They are slowing down their buying decisions.
They are being more deliberate.
They are cutting tools, not adding them.

And they are choosing platforms that:

• feed the right data
• surface the right tasks
• and allow reps to execute without interruption

That is what to watch in 2026.

Not categories.
Not trends.

Just tools that help your team have more conversations.

Keep with all of this sales tech and get insights, from first hand experience and a neutral team, at www.stakki.io

#buildwithstakki

 Or follow James Donaldson for ongoing breakdowns of modern sales tech and workflows

james@stakk.io

James Donaldson

Founder @ Stakki

For years, when pipeline dipped, the answer was simple.

Hire more SDRs.

But in today’s climate, that answer does not fly in the boardroom.
C-level leaders want performance lift without headcount growth. They want efficiency, leverage, and scalability.

This is where GTM Engineering should enter the conversation.

The Shift from Volume to Leverage

Across conversations with agencies, RevOps leaders, and tech founders, one pattern keeps surfacing:

SDR teams are rarely limited by effort.
They are limited by friction.

Bad data.
Disconnected tools.
Broken workflows.
Manual list building.
Slow feedback loops.

Adding two more reps to a flawed system just increases the chaos.

Adding a GTM Engineer can increase capacity.

One strong GTM Engineer can unlock 20 to 30 percent more output across a 10-person SDR team. That is the equivalent of hiring two additional reps without the salary, ramp time, and management overhead.

That is the kind of strategic thinking C-level leaders respond to.

What a GTM Engineer Actually Does

This role is not just RevOps.
It is not just automation.
And it is definitely not “the AI person.”

A strong GTM Engineer:

• Designs clean workflows between CRM, data, dialler, and engagement tools
• Removes manual steps that create downtime between actions
• Implements signal-based prioritisation instead of static lists
• Improves reporting so leaders see friction, not just output
• Experiments safely with AI without overwhelming reps

The goal is simple.
Reduce decisions per hour for the SDR.

High-performing outbound teams, whether at agencies like Belkins or enterprise environments like Clarify, consistently lean into this principle. Fewer tools, deeper integration, tighter execution.

Why SDR Directors Should Lead This

Too often, GTM engineering conversations sit with RevOps or marketing.

But the SDR Director is closest to the friction.

They see:

• Where reps hesitate
• Where data fails
• Where reporting slows coaching
• Where momentum dies between calls

If you lead an SDR function, you should not treat GTM Engineering as a back-office function.

You should treat it as a performance multiplier.

Bring the engineer into your team rhythm.
Have them shadow call blocks.
Map where reps switch tabs.
Identify the five steps that could become three.

Your role is to translate operational improvements into capacity gains.

Not “we need another head.”
But “we can unlock 25 percent more performance from the team we already have.”

That is a board-level conversation.

Capacity Without Burnout

There is another upside.

GTM engineering does not just increase volume.
It protects focus.

Across conversations with sales coaches and enablement leaders, one theme stands out. Flow matters.

When reps trust their data, trust their dialler, and do not fight their stack, they stay in momentum longer. That means better conversations, not just more attempts.

Higher capacity without burnout.

The EMEA Opportunity

In EMEA, this role is even more critical.

Regional data gaps, multi-language outreach, GDPR complexity, and smaller SDR pods mean inefficiencies hit harder.

Hiring your way out of friction is expensive.

Engineering your way out of it is strategic.

Final Thought

If you are an SDR Director in 2026, your value is not just measured in meetings booked.

It is measured in how intelligently you build capacity.

One GTM Engineer adding 25 percent to ten reps is smarter than hiring two more reps into a broken system.

That is leadership. 

The first step? 

Identifying bottlenecks in processes and tech stack, this is why we built Stakki. 

Visit www.stakki.io or book a call with me to start this process.

 Or follow James Donaldson for ongoing breakdowns of modern sales tech and workflows

james@stakk.io

James Donaldson

Founder @ Stakki

Most SDR leaders can tell you their cost per rep, cost per meeting, and cost per opportunity.
What is far harder to measure is the hidden cost. The lost time, lost focus, and lost belief that quietly drains pipeline before it ever shows up in a report.

Across dozens of conversations with SDR agencies, RevOps leaders, data providers, and sales coaches, one theme keeps resurfacing.

SDR performance breaks down long before activity metrics do.

For EMEA teams in particular, juggling regional data gaps, GDPR constraints, and leaner headcount, these hidden costs compound fast.

The problem you do not see on the dashboard

Most SDR dashboards tell you what happened.

• Dials made.
• Emails sent.
• Meetings booked.

They rarely show how hard it was to make those things happen.

In EMEA, this gap is even wider. Data quality varies by country, coverage is inconsistent, and stacks are often stitched together from tools built with US first assumptions. The result is not always fewer dials. It is slower execution and weaker conversations.

This shows up as longer ramp times, uneven rep performance, and declining belief in the stack.

None of it appears as a line item on the balance sheet.

Bad data does not just waste time it breaks momentum

Bad data is usually framed as a quality problem. In reality, it is a flow problem.

Every wrong number, outdated contact, or missing mobile creates hesitation. Imagine;

1. The rep pauses.
2. Switches tabs.
3. Tries another tool.
4. Loses rhythm.

Across conversations with data providers and SDR agencies, one insight comes up repeatedly.
Downtime between actions is more damaging than low activity.

In EMEA, this is amplified by patchy regional coverage, reliance on multiple enrichment tools, and manual waterfalling by reps.

Over time, reps do not just lose minutes. They lose trust. Once an SDR stops believing the data will work, call reluctance creeps in, even if targets still look on track.

See our conversation with Durham Lane, Level Up or Upcell and BetterContact on Youtube.

Tool sprawl and cognitive load

Most SDR stacks were not designed. They accumulated.

A CRM, a dialler, two data tools, three Chrome extensions, LinkedIn, spreadsheets, AI tools layered on top, all in the name of productivity.

But more tools do not create leverage if they introduce more decisions per hour.

1. Across multiple agency and RevOps conversations, leaders describe the same pattern.
2. Reps spend more time navigating tools than talking to buyers.
3. AI adds noise instead of removing friction.
4. Reporting improves while execution slows.

For EMEA teams with smaller pods and less operational slack, this cognitive load hits harder and faster.

The irony is that activity can still look healthy, even while pipeline quality degrades.

See our conversations with Belkins, Clarify, Level Up Leads, or RevOps focused episodes.

Why activity still looks fine while results slip

This is where many SDR leaders get caught out.

Dials are being made. Emails are going out. Tasks are completed.

What is not visible is the time lost between calls, rework caused by bad records, context switching after failed attempts, and mental fatigue from juggling systems.

Most reporting tools track output, not flow.

As one sales leader put it in conversation, “you cannot coach what you cannot see, and most stacks do not show friction.”

This is why teams often respond by hiring more SDRs or adding more tooling, treating a flow problem like a capacity problem.

What high performing EMEA SDR teams do differently

Across high performing teams, whether in house or agency led, the patterns are consistent.

• They use fewer tools and adopt them deeply.
• They have a clear opinion on which data sources to trust.
• They prioritise first party signals and real world triggers over noisy intent.
• They design dialling environments for momentum, not just compliance.
• They coach conversations, not just counts.

Strong SDR leaders do not aim to give reps more options. They aim to remove decisions.

That means designing stacks around repeatable motion, not feature coverage.

See conversations from Orum, CallBlitz, Nooks style discussions, MySalesCoach, or SecondBody.

Fixes where to start streamlining

This is not about ripping everything out. It is about removing friction where it matters most.

Data and contact quality reduce downtime

Upcell helps improve mobile and contact accuracy across EMEA using multiple data sources.
Surfe enables CRM native prospecting and removes tab switching and manual copy paste.
LoneScale keeps accounts current with live job change tracking and CRM hygiene.

The goal is fewer failed attempts, faster confidence, and less hesitation.

Dialling and conversations protect focus

Nooks creates modern calling environments that prioritise momentum, visibility, and coaching.
CloudTalk offers reliable EMEA friendly dialling with strong call quality and analytics.

Diallers do not just make calls. They shape how long reps stay in flow.

The real cost and the real opportunity

You do not have a hiring problem.
You do not have a motivation problem.

Most EMEA SDR leaders have a focus and flow problem caused by bad data, disconnected tools, and stacks built without execution in mind.

The good news is that this is one of the most fixable problems in sales.

Simplify the stack.
Improve trust in the data.
Design for momentum.

Pipeline will follow.

Built with Stakki

At Stakki, we help SDR leaders make sense of an increasingly noisy sales tech landscape.

We work with EMEA teams to simplify bloated SDR tech stacks, fix data and workflow friction that kills momentum, design stacks around execution rather than features, and improve adoption so tools actually get used.

Whether you are scaling an SDR team, rethinking your data strategy, or trying to reduce tool sprawl without losing performance, we help you build a stack your reps can trust.

Explore Stakki or book a stack review at https://www.stakki.io

Because SDR productivity is not about more tools. It is about better flow.

 Or follow James Donaldson for ongoing breakdowns of modern sales tech and workflows

james@stakk.io

James Donaldson

Founder @ Stakki

If you lead an SDR or sales team today, you’ve probably been asked some version of the same question:

“What are we doing with AI?”

Often closely followed by:

“You need to use AI.”

The problem isn’t AI itself. The problem is how it’s being introduced.

Too often, AI shows up as yet another tool, another login, another dashboard, another place reps are told to check. Instead of speeding teams up, it creates confusion, distraction, and more manual work. This is exactly the opposite of what sales teams need.

That’s why, in our recent SDR Leaders of EMEA roundtable, we focused on a very specific category of tools: AI that lives inside and supports the CRM, rather than pulling reps away from it.

The rule set was simple:

• AI works from your own CRM data
  
• Actions happen inside the CRM
  
• Tools reduce external logins, not add to them
  

What follows is a practical way to think about AI in sales today, broken into three clear areas.

1. Data Enrichment, Data Surfacing, and Insights – Automatically

CRMs are only as good as the data inside them. And most teams know the reality:

• Missing contacts
  
• Outdated titles
  
• Incomplete account information
  
• Fields no one has time to keep updated
  

The most effective AI tools in this space don’t ask reps to “go enrich data.” They monitor the CRM itself, identify gaps or decay, and fix them in real time.

This includes:

• Filling missing contact and account fields
  
• Updating legacy or outdated information
  
• Enriching records continuously, not as one-off projects
  
• Triggering tasks, calls, or sequences based on enriched data
  

The outcome is simple but powerful:

• Less manual admin
  
• Cleaner data over time
  
• Better prioritisation without extra effort
  

Tools like Clay, Wiza, LoneScale, Upcell, Momentum, and even OpenAI-powered workflows fall into this category when they are configured to push insight back into the CRM, rather than sit alongside it.

The key point: AI should maintain your CRM for you, not give you more work to do.

2. Conversational AI, Coaching, and Call Insights in Context

Call recordings, transcripts, and notes are some of the richest sources of insight in sales. But insight only matters if it reaches reps where they work.

The most effective conversational AI tools connect directly to the CRM and ingest:

• Call recordings
  
• Transcripts
  
• Notes
  
• Deal context
  

From there, they don’t just analyse, they act.

Used properly, these tools can:

• Generate AI role-play personas based on real calls
  
• Schedule coaching automatically for specific reps
  
• Surface real-time prompts during live calls
  
• Highlight gaps and weaknesses at an individual level
  

This isn’t about generic “AI coaching.” It’s about CRM-aware coaching, tied to actual deals, actual conversations, and actual outcomes.

Tools like Hyperbound, SecondBody, Winn AI, Attention, RocketPhone, and HivePerform all sit in this space when deployed correctly, reinforcing CRM data rather than pulling sellers into separate platforms.

The difference is subtle but critical:

• AI that observes sales
  
• Versus AI that actively supports sales inside existing workflows
  

3. Deal, Buyer, and Revenue Intelligence. Proactive, Not Reactive

The final layer is where AI becomes truly valuable for leadership.

Some tools now monitor CRM activity continuously:

• Notes
  
• Timestamps
  
• Engagement gaps
  
• Deal movement (or lack of it)
  
• Contact-level interactions
  

From this, they proactively suggest actions.

AI in the CRM:

• Create tasks
  
• Trigger notifications
  
• Flag stalled deals
  
• Suggest next best actions
  
• Highlight buyer or contact-level signals
  

Crucially, this all happens inside the CRM.

Instead of managers chasing pipeline updates or reps missing follow-ups, the system nudges teams in real time. It doesn’t replace judgement, it reinforces it.

Tools like Gong, Signal, Humanlinker, Crystal, Momentum, and even automation layers like n8n are increasingly being used this way: not as reporting tools, but as live operational assistants tied directly to revenue activity.

The Big Idea: Fewer Tools, Better Behaviour

The takeaway from the roundtable was clear.

AI works best in sales when:

• It respects existing workflows
  
• It lives where reps already spend time
  
• It reduces cognitive load
  
• It turns insight into action automatically
  

The future isn’t more AI tools. It’s AI that quietly improves how your CRM works every day.

For SDR leaders, RevOps, and sales leadership, the real question isn’t:

“Which AI tool should we buy?”

It’s:

“Which AI tools actually make our CRM more useful for our team?”

If AI doesn’t do that, it’s probably just another dashboard.

Want Help Making Sense of AI Tools in Your CRM?

One of the biggest challenges SDR leaders face isn’t a lack of AI tools… it’s knowing which ones actually fit their CRM, workflow, and team maturity.

That’s exactly why we built Stakki.

If you’re reviewing AI tools, rethinking your CRM setup, or trying to cut through the “you need to use AI” pressure, Stakki is designed to help you make confident, practical decisions.

Build your stack with Stakki

 Or follow James Donaldson for ongoing breakdowns of modern sales tech and workflows

james@stakk.io

James Donaldson

Founder @ Stakki

If you want a seat at the table, stop talking about tools. Start talking about revenue.

Too many SDR leaders are locked into tactical conversations: dial volume, reply rates, LinkedIn connection strategies, or whether a new dialer will boost pick-up rates.

That’s executional thinking. It matters but it doesn’t get you into strategic meetings with marketing, finance, or the CEO. If you want to be seen as a revenue leader, you need to elevate the conversation. This is where the concept of revenue orchestration comes in.

What Is Revenue Orchestration?

Revenue orchestration is the practice of aligning people, data, and technology across the entire customer lifecycle, from top-of-funnel to post-sale, to maximise revenue efficiency.

It’s not just a RevOps buzzword. It’s a mindset.

Instead of asking, “What tool helps my SDRs connect more?” the better question is:

“How do we help our team uncover, create, and convert opportunities more predictably and profitably?”

That shift changes everything.

Why SDR Leaders Need to Make the Shift

If you manage a pipeline-generating function, you already sit at a critical junction between product, marketing, and sales. But if you frame your work as “appointment setting,” you’ll stay boxed in.

Want to get invited to annual planning? Want a real budget? Want a promotion?
You need to speak the language of revenue impact.

Here’s how:

1. Stop selling “connection rate improvement” start selling insight capture

When leaders look at tools like Gong or Fathom, the real value isn’t just call recording. It’s conversation intelligence, the insights from how your customers talk, what messaging resonates, and what objections regularly stall deals.

Try Gong or Fathom – both great for insight and revenue team alignment.

These insights don’t just help reps close more. They help:

• Marketing adjust messaging based on real feedback
  
• Product hear customer needs directly
  
• CS teams learn why certain customers buy or churn

This is revenue orchestration in practice.

2. Reframe tools for Data Enrichment around profit and efficiency

Contact enrichment is nice. But in a revenue orchestration mindset, tools like these matter because they compress manual workflows and allow reps to focus on the highest-leverage activity: conversations.

Less tab-switching. More prospecting. More conversations per day.

That means more pipeline per rep, lower CAC, and better forecasting.

Use Upcell or Surfe to power lean, fast workflows that scale your team’s effort without bloating headcount.

3. Practice Talking About the Full Funnel

If your updates to leadership only include booked meetings and connection rates, you’re missing a trick.

Add a slide or talking point like:

• “Here’s how our conversion rate from conversation to qualified opportunity is trending… and what we’re doing to improve it”
  
• “Here’s what we’re learning from customer conversations that could help paid campaigns convert better”
  
• “Here’s the volume of opportunities we’ve added per headcount this quarter”
  

These are revenue orchestration metrics. And they position you not as a task manager but as a strategic operator.

If You Want to Lead Revenue, Start Acting Like You Already Do

Revenue orchestration isn’t about making SDRs more productive. It’s about making the entire revenue team smarter, faster, and more aligned.

That starts with you.

And yes, tools play a part. But they’re not the story,  you are.Want help building a revenue orchestration stack that actually works?
Build your stack with Stakki
james@stakk.io

James Donaldson

Founder @ Stakki

When marketing rolls out a new Account-Based Marketing (ABM) strategy, sales development leaders often find themselves asking one question: what does this actually mean for my team?

ABM sounds strategic; laser-focused targeting, personalized messaging, and alignment across the funnel. For SDR leaders, it can feel like a clash of priorities. Volume-driven activity gives way to focus, and reps worry their ability to hit numbers will shrink with the account list.

The truth? When handled well, ABM can supercharge SDR teams. It gives them clarity, better data, and stronger alignment with marketing. The key is execution.

Here’s how SDR leaders can make ABM work for their teams, and how reps can adjust their focus to turn strategy into pipeline.

---

1. Start with Alignment, Not Orders

ABM shouldn’t be a marketing directive handed down to sales, it’s a joint strategy. Before the rollout, SDR and sales leaders should help shape:

• Which accounts fall into one-to-one, one-to-few, and one-to-many programs
  
• What role SDRs play (expansion, discovery, or net-new prospecting)
  
• How inbound, outbound, and account ownership will be shared
  

As Jenna Chambers, VP of Marketing at DemandScience, put it on our Youtube channel:

“ABM shouldn’t just be dropped on SDR leaders. It needs to be part of a consultative process across sales, SDR, and customer success — not just marketing.”

When the strategy is co-created, SDRs understand the why, not just the what.

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2. Redefine How SDRs Split Their Time

Traditional outbound is built on volume, it is still a volume in volume out game for the most part. ABM flips that logic but doesn’t kill productivity.

A useful model:

• AEs focus 80% of time on one-to-one and one-to-few accounts.
  
• SDRs spend most of their time on one-to-many, supported by marketing air cover and warm signals.
  

This balance keeps outbound healthy while nurturing the high-value accounts that drive revenue growth.

SDRs also play a vital role in expanding the buyer group. If an AE is speaking to five stakeholders, SDRs should find ten more, across departments or regions, using insights from platforms like DemandScience, Upcell, or Trigify to surface signals and account activity.

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3. Build a Two-Way Feedback Loop

ABM success depends on information flowing both ways. Marketing sends leads, intent data, and content engagement reports but if SDRs don’t share what happens next, the loop breaks.

Leaders can solve this with clear systems and tools:

• Gong and Jiminy record and analyze conversations, automatically pushing insights to Slack or the CRM.
  
• SecondBody helps SDRs improve by simulating real-world conversations with AI-driven coaching.
  
• DemandScience connects intent data, content engagement, and pipeline progression in one view.
  

These tools don’t replace human judgment, they amplify it. When marketing and SDRs share data and outcomes, campaigns improve faster and outreach becomes more relevant.

---

4. Make Intent and Signals Actionable

Intent data is often overhyped and misunderstood.

First-party intent (like website visits, demo requests, or pricing page views) is your strongest signal. Tools like Clearbit, LeadForensics, and Zymplify make this data visible in real time.

Third-party intent (from providers like 6sense or Bombora) can be useful at scale, but accuracy and timing vary.

Meanwhile, signals data — job changes, funding rounds, hiring trends — helps SDRs time their outreach. Tools like Upcell and Trigify are excellent for surfacing these real-world triggers.

As Jenna noted:

“There’s a lot of snake oil out there. Always triangulate your data. The key is knowing where intent comes from and why it matters.”

Prioritize verified signals and first-party data before chasing every “surging account” on a vendor dashboard.

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5. Keep Personalization Practical

ABM doesn’t mean rewriting every message. Relevance beats creativity.

Encourage SDRs to:

• Research intent and signals briefly before outreach
  
• Reference real, verifiable activity (a job ad, funding announcement, product launch)
  
• Use AI tools like Clay, Copy, or LoneScale to surface context quickly
  

The goal isn’t a perfect email, it’s an informed, human conversation.

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6. Be Patient, Measure Leading Indicators

ABM takes time. It’s not a 30-day sprint. Expect real traction after six to twelve months, and measure leading indicators such as:

• Account engagement (opens, visits, event attendance)
  
• Contact expansion (more stakeholders in CRM)
  
• Increased inbound interest from targeted accounts
  

Compare progress against a small control group of non-ABM accounts to prove the impact.

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The Takeaway

ABM doesn’t replace the SDR function — it refines it.

When done right, ABM helps SDRs:

• Focus on accounts that actually fit
  
• Get real signals, not just lists
  
• Have better conversations earlier in the funnel
  

And for SDR leaders, it means aligning teams around shared insight, not separate KPIs.

The result? A rhythm between marketing and sales where strategy fuels execution — and pipeline follows naturally.

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Build with Stakki

At Stakki, we help SDR leaders connect people, process, and tools by building lean, high-performing sales development engines.Talk to us about building your go-to-market rhythm at stakki.io.

James Donaldson

Founder @ Stakki

james@Stakki.io

ABM is great for alignment: sales and marketing teams rally around the same high-value
accounts. On paper, it’s strategic, structured, and focused. But in practice, ABM efforts often
stall.

Marketing launches a campaign. GTM teams cheer it on. SDRs receive a spreadsheet of target
accounts and then what? They’re told to “personalise more” and “go deeper,” but without clear
processes, tool support, or account strategy, most fall back into generic outbound.

The Result:
● A few contacts get touched, maybe one meeting gets booked
● SDRs think the job is done
● Momentum is lost

The truth is, ABM only works when SDRs are empowered to run plays across the account, not
just book a single meeting and move on as usual. Leadership must support them and give
direction.

Stakki’s Prescription: Making ABM Real for SDR Teams

To make ABM work at the SDR level, stop treating it like a marketing-only strategy and start
building it like a repeatable outbound motion. Here’s how:

1. Trust Your SDRs to Own the Account Motion
   ABM means more people per account, more touches, and more nuance. If SDRs are told to wait
   for green lights before every contact, momentum dies.

Instead, trust them to prospect into multiple stakeholders, find signals, and book multiple
meetings if needed. The onus to pause should fall on the AE or Sales Leader, not the SDR.
One meeting ≠ job done.

2. Set Clear Account Criteria and Roles

ABM needs clarity, not complexity. Define:
● What makes an account “in play”
● Who owns which actions (SDR vs AE vs Marketing)
● What signals justify continued outreach or pause

This keeps everyone moving without stepping on toes.

3. Support Smart Outreach with Smart Tools
   Don’t flood SDRs with content or 12-step approval flows. Instead, give them:
   ● A target account list
   ● 3–5 strong personalization angles
   ● Outreach tools that sync to CRM and show activity at the account level

And let them run. Onus is on you to monitor and AE’s to say the account has been “cracked”
and they got it from here.

Tools That Make ABM Work for SDRs

Category	What to Look For	Examples / Suggestions
CRM + Account Management	Hierarchies, account-level reporting, stakeholder tracking	Salesforce, HubSpot, Pipedrive (with customisation)
Intent & Enrichment	Buyer intent signals, credit-based enrichment, global coverage	Upcell, BetterContact, Salesbolt
Multichannel Outreach	Sequences for email + LinkedIn + call, integrated with CRM	AmpleMarket, Reply, Smartlead, HeyReach
Conversation Intelligence	Recording, transcripts, sentiment analysis, scorecards	Gong, Avoma, Chorus

Final Thought: ABM Needs Ownership, Not Overhead

If you’re asking SDRs to execute ABM, you need to give them:
● The trust to explore an account, not just touch one contact
● Clear signals on when to pause, not just when to start
● Tools that support multi-threaded outreach and personalised insight

ABM isn’t just a strategy. It’s a workflow. And the teams that win with it build repeatable plays,
coachable processes, and flexible tooling.

James Donaldson

Founder @ Stakki

james@Stakki.io

In the ever-expanding world of sales tech, “intent data” and “signals” have become buzzwords. Providers promise that these tools will tell you exactly which accounts are ready to buy and who your sales team should prioritize. For SDR leaders under pressure to generate pipeline, it sounds like a silver bullet. But is intent data really all it’s cracked up to be?

First-Party vs. Third-Party Intent

Not all intent data is created equal. Broadly, there are two categories:

• First-Party Intent
   This comes directly from your own ecosystem: website visitors, form fills, product trials, content downloads, email engagement, or even repeat visits to pricing pages. First-party intent is powerful because it’s unique to your business. These people have taken actions in your funnel, and while not every visitor is ready to buy, their behavior is a strong signal of interest.
  
• Third-Party Intent
   Third-party providers like 6sense or Bombora claim to aggregate buyer research happening elsewhere across the web. By tracking cookies, IP addresses, and content consumption, they attempt to flag when a company is “in market” for your category. In theory, this gives you a head start on accounts researching competitors. In practice, the accuracy is mixed. IP matching is harder than ever, signals often come too late, and context is missing.
  

What About “Signals”?

You’ll also hear SaaS providers talk about “signals data.” This is often a blend of intent and broader buying cues:

• Job changes (champion moves, new executives in seat)
  
• Company growth (hiring surges, funding announcements, geographic expansion)
  
• Engagement (likes/comments on LinkedIn, event attendance, email replies)
  

Signals data is useful because it highlights change. Outbound teams know that moments of change (a new budget, a new leader, or a new strategy) are when conversations are easiest to start.

The Pros and Cons

First-Party Intent
 ✓ High accuracy, directly tied to your funnel
✓ Can be acted on immediately (real-time alerts from tools like Warmly or Clearbit Reveal)
X Limited volume, you’re constrained by the size of your own traffic and database

Third-Party Intent
 ✓ Broader reach, can flag accounts outside your funnel
 ✓ Can layer into ABM strategies for enterprise-scale targeting
 X Accuracy challenges (IP match, timing, relevancy)
 X Expensive, often bundled with long-term contracts
 X Risk of chasing “false positives” instead of real buyer engagement

Signals Data
 ✓ Timely triggers (job changes, hiring, funding, etc.)
 ✓ Adds context to account research, especially when layered with enrichment tools like Clay or LoneScale
 X Not all signals are created equal (a champion job move may matter more than a LinkedIn like)

Our Take: First-Party Wins

For most sales teams, first-party intent and simple, verifiable signals are more valuable than the promises of third-party intent. Knowing who’s already visiting your website, trialing your product, or engaging with your content is a clearer path to pipeline than chasing a vague “in-market” badge from a third-party vendor.

That’s not to say third-party intent is worthless. For enterprise ABM plays with long sales cycles, layering it in can help marketing align with sales. But for most SDR teams, investing in tools that surface first-party intent and actionable signals will deliver higher accuracy, lower costs, and better conversations.

At the end of the day, intent and signals data are only as good as the humans behind them. Tools can surface the “when,” but it’s up to your SDRs to deliver the “why” in every conversation.

Build with Stakki

Here are some of our top picks for intent and signals data:

• Clay – multi-source enrichment and custom signals
  
• LoneScale – champion tracking + CRM hygiene
  
• Warmly – website visitor alerts (first-party intent) to automatic engagement sequencing
  
• TeamFluence – social engagement signals
  
• Upcell – contact-level enrichment to act on signals like web visitors and job changes
  

Our preference: start with first-party intent and proven signals data, then layer enrichment tools to act on them.

Build your Stack here

James Donaldson

Founder @ Stakki

james@Stakki.io

If you’ve ever looked at your data tool spend and thought, “Why are we paying this much for this little?”, you’re not alone.

Across sales and marketing teams, a quiet shift is taking place. It’s not about buying more tools, it’s about using better models. Specifically: switching from seat-based licenses to credit-based enrichment.

Here’s how it works and how companies like Clarify have already used Stakki’s approach to cut costs and double their reach.

---

Step 1: Stop Paying for Every SDR to Have a Full License

Most data tools charge per user. But the truth is, not every rep needs a full license. And in most teams, only a few power users actually use those tools regularly.

Instead: Audit which reps actually use what. Then shift to tools that only charge when data is used, not just when someone logs in.

---

Step 2: Switch to a Credit-Based Model

Credit-based or “consumption” models let you pay only for what’s enriched. That means you can:

• Centralize usage through one or two tools
  
• Track spend more accurately
  
• Cut unused licenses
  

One great example is Upcell, a tool that allows SDRs to use a simple Chrome extension to create contact records in your CRM, while your data team controls enrichment in the background.

Tools like this create one workflow for reps, while giving ops the flexibility to reduce tool sprawl and move to a cost-effective credit model.

---

Step 3: Repurpose Budget Across More Tools, Not Just One

By saving on license bloat, you can redistribute that budget toward multiple tools that hit different segments or regions more effectively.

Use Apollo for breadth, Kaspr or FindyMail for mobile-first enrichment, or Surfe to sync LinkedIn activity back to CRM.

The goal: coverage, not complexity.

---

Real-World Example: How Clarify Did It

Clarify needed global data at scale, without bloating their stack. After a conversation with their CEO about rising enrichment spend, Stakki introduced them to Upcell’s CEO directly.

Within weeks, Clarify had:

• Enriched 500,000+ contacts
  
• Doubled their data coverage
  
• Cut costs by 61%
  
• Sped up prospecting by 40%
  

They kept the SDR workflow simple, but moved to a model where they only paid for what they used. That’s the modern way to scale.

---

Build with Stakki:

• Upcell – Credit-based enrichment and free Chrome extension to simplify SDR workflows
  
• Kaspr, FindyMail, Apollo – Used for region-specific coverage and data quality
  
• Surfe – For syncing LinkedIn prospecting directly into CRM without adding new tabs or extensions
  

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Want to build a more efficient, cost-effective sales stack?

We help teams like Clarify find tools that scale with them—not slow them down.

• Visit Stakki to explore smarter sales tools
• Build with Stakki to create your stack, with expert input and trusted partners

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James Donaldson
Founder, Stakki
james@stakk.io

Apple Just Raised the Bar — A Bit

Apple’s iOS 26, coming this September, adds a new feature: built-in AI call screening. As described by bland.ai, “When an unknown number calls, iOS will automatically pick up on the user’s behalf, ask who’s calling and why, then present a real-time transcript to the phone owner so they can decide whether to answer.”

Sales Twitter and LinkedIn will soon erupt with takes, just like they did with email deliverability. Expect the flood of hot takes and “solutions” by September. But let’s be clear: this doesn’t kill cold calling — it just makes average reps easier to ignore.

---

This Isn’t the Death of Cold Calling — But It Is a Warning Shot

This update will mostly affect a narrow middle of the market:

• People who already answer unknown calls? They still will.
  
• People who never answer? They still won’t.
  
• The few in the middle? If they opt-in to screening, they’ll answer even less.
  

But here’s the kicker: the best teams never relied on these edge cases. They already knew how to connect.

---

Great Callers Don’t Rely on Luck or Mobile Numbers

The reps who get through consistently:

• Call switchboards and ask to be transferred.
  
• Call direct lines not just mobiles.
  
• Use multiple local presence numbers.
  
• Call at varied times, including early morning or late afternoon.
  
• Follow up with email or LinkedIn to drive familiarity.
  

If your team isn’t doing this now, iOS 26 isn’t your issue. Skill gaps are.

[Refer to: “Diallers for 2025“] — especially the section on how Rocketphone and other tools offer mobile fallback and live call coaching features that only matter if reps already understand multi-threaded calling strategy.

---

Protecting Numbers Is Smart. But Smart Dialling Still Wins

Yes, number reputation matters. That’s why tools like Rocketphone, PhoneBurner, Frontspin, and Connect&Sell are worth looking at. These tools are built with features to:

• Rotate and protect caller IDs.
  
• Monitor spam flagging.
  
• Integrate with CRMs to show relevant context at dial time.
  

But these tools work best when reps know how to work the phone. That’s the difference between activity and connection.

[Refer to: “What Does Sales Tech Bloat Actually Mean for Your SDRs“] — where we highlight how bloated tech stacks often mask weak processes and create false confidence in connection strategies.

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The Real Problem Is Hidden in Your Metrics

If your team is making 80 calls a day and booking 1 meeting a week, you don’t have a tech problem. You’ve got a skills and process problem:

• Are reps listening back to calls?
  
• Are they calling when others aren’t?
  
• Do they know how to navigate gatekeepers?
  
• Are they coached on how to open strong?
  

AI call screening might reduce some pick-ups. But the biggest drop in meetings will still come from low skill, high volume strategies that have long passed their expiry date.

[Refer to: “Saving Costs: When to Buy What as Your Sales Dev Engine Grows“] — we made it clear then, and we’ll say it again now: investing in better training and smarter habits beats another tool license.

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Ignore the Noise — Focus on Fundamentals

The AI call screening feature will absolutely be overblown. And some guru will try to sell you a course, a call assistant, or a new engagement platform to fix what is really just a training issue.

Don’t fall for the panic. You need:

• Better data.
  
• Cleaner processes.
  
• Sharper coaching.
  
• And a team that can adapt to shifts in behaviour — not overreact to them.
  

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Final Thought

Come September, you’ll hear the rumble turn into a roar. But the best teams? They’ll barely notice the change. Because they were never playing the cold call game at random. They were already calling with purpose, across channels, and without relying on one number or one moment.

[Refer to: “4 Tech Stacks That Will Still Work in 2025“] — every team in that post made calls that stuck because they tracked follow-ups, built context, and stayed consistent.

Want to win in Q4? Start there.