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In today’s edition:

—Beck Salgado, Layla Ilchi

SALES TECH

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Peterhowell/Getty Images

Agentic AI is the latest iteration of artificial intelligence entering the sales domain. Many of the world’s most influential tech platforms have adopted some type of AI-powered SDR to automate research and outreach tasks typically done by a human being. While this has, in some cases, uncovered millions in pipeline, experts say companies need to proceed with caution.

“The real story is not ‘human versus AI.’ It’s ‘human plus AI’ versus ‘human alone,’” said Er Jia Jiang, cofounder and VP of growth operations at agentic AI company Redcar. “AI skills the activity, but humans still bring that ultimate trust, creativity, and guidance. This combination is what wins for companies.”

The human touch: One of the most lively debates in the sales ecosystem is whether AI is snatching jobs from flesh-and-blood humans (meet Asymbl’s Theodore). For many companies AI is a cheap and relatively safe bet in automating some of an SDR’s tasks. However experts stress that a human element is crucial for personalization and nuance—still an important part of the seller’s toolkit.

“Founders and sales leaders are falling for the illusion that these AI companies are offering a silver bullet,” said Leslie Venetz, founder of the Sales-Led GTM Agency.

Keep reading here.—LI

Presented By Pandadoc

SALES TECH

IBM logo in front of the letters AI

Sopa Images/Getty Images

A big partnership has emerged in the artificial intelligence space and for once it doesn’t involve OpenAI.

Software heavyweight IBM and up-and-coming AI research startup Anthropic have announced they’re teaming up.

The partnership will see Anthropic’s Claude AI large language model inserted into select IBM software products. First up will be IBM’s integrated development environment (IDE), a package of developer tools that can enhance productivity.

The deal is an opportunity to expand Anthropic’s push into enterprise, as it seeks to take advantage of IBM’s corporate infrastructure. Financial terms for the deal weren’t disclosed.

“This partnership enhances our software portfolio with advanced AI capabilities while maintaining the governance, security, and reliability that our clients have come to expect,” said Dinesh Nirmal, IBM’s SVP of software, in a press release.

Keep reading here.—BS

Together With Pandadoc

REVENUE STRATEGY & LEADERSHIP

Brian Atwood's headshot

CreatorIQ

CreatorIQ is furthering its growth in the creator marketing landscape with the appointment of Brian Atwood as chief sales officer. The appointment comes at a time of great change for the CSO role, mainly in the areas of alignment and cross-functional collaboration.

Atwood comes to CreatorIQ with over 20 years of experience, including leadership roles at Adobe and Pixability, as well as operations roles at iHeartMedia and AOL.

“You take a little something away from everywhere you’ve been,” Atwood said. “Adobe is a marketing operating system. Anywhere from content to creativity to data, it runs the gamut. CreatorIQ has an opportunity to [be] and it is that for the creator economy.”

Keep reading here.—LI

ACTIVE PIPELINE

An open laptop revealing sales graphs, stacked coins, profit.

Stat: $1.6 billion. That’s how much of a hit General Motors will take as it reassesses its EV investments amid the expiration of government tax breaks. The automaker reports Q3 results next week. (Bloomberg)

Quote: “In 2017, the thing that we found was that we were getting the best results out of scale…It wasn’t something we set out to prove.”—OpenAI CEO Sam Altman, on the AI research company teaming up with Broadcom to produce AI chips (CNBC)

Read: For Uniqlo’s founder, conquering America is personal. (the New York Times)

G2(G), report’s in: The Summer 2025 G2 Grid® Report for Proposal Software is officially in. The G2 report ranks the leading platforms based on user satisfaction, market presence, and performance—and Pandadoc’s got it here.*

*A message from our sponsor.

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