Tools & Technologies · Product Marketing Tools

Have you been using AI notetakers with specific prompts to analyze sales calls? I'm looking to gather customer insights and identify trends that can inform our product and go-to-market strategy. If you have, I'd love to hear about your process and the tools you're using.

I'm exploring FathomAI for summarizing sales calls (they have some cool templates!), but I'm wondering how to efficiently analyze those summaries for trends and insights. Ideally, I'd like to use AI to review the summaries weekly and highlight key takeaways. Are you using this approach or a similar one? I'm open to other processes for collecting insights from sales calls and would love to hear what's working for you.

I'm curious to know what your process is today to size the opportunity per product? What data do you leverage? What are the tools that you use?

How are you using AI for competitive research and battlecard updates?

I’m curious how others are using AI to support competitive research. Keeping battlecards up to date is especially time-consuming — would love to hear what tools or workflows have worked well for your team.

How do you budget for PMM tools, reduce redundancy across GTM teams, and approach vendor negotiations?

How do you combine intent data, ABM, and review platforms to refine ICP, segmentation, and messaging?

How do you run messaging and positioning tests (A/B, concept, copy testing) and connect results to pipeline or conversion metrics?

What is your win/loss analysis workflow and toolchain, and how do you close the loop with product and sales?

What AI-assisted tools are you using (writing, slide creation, synthesis), and how do you enforce brand and compliance guardrails?

What is the best on-demand demo tool for PMMs to use for marketing and sales enablement materials?

I'm evaluating new tools for an on-demand demo builder for use in marketing and sales enablement. There are tons of tools out there that seem easy to use (e.g. operate using a chrome extension). I'd love advice or recommendations on particular tools you've used successfully (or watch out signs as I'm evaluating options)

How do you build a research repository to house all your customer insights, market research, etc.?

Have any of you created a centralized research repository (or something similar) to summarize key customer research and insights, personas, customer interviews, positioning and messaging for different industries or segments, etc.? My team is looking to create something that is easily accessible by many people in our company but also easily editable to add or update information as we continue gathering more insights as time goes along. I really want it to be easily searchable as well, so our product teams and content marketing team can find things for specific insights, features, industries, etc. We use Microsoft so bonus points if you use any Microsoft tools for this, but open to any and all ideas!

What are your favorite tools for conducting market and customer research to inform messaging?

Do you have a favorite "stack" or go to tools for staying ahead of competitors?