When it comes to modern outbound sales, a well-structured sequence, also known as a cadence, is one of the most powerful tools in your sales arsenal. Whether you're using HubSpot, Outreach.io, Salesloft or any other platform, building the right sequence can dramatically increase your chances of opening conversations with potential customers.

But before we dive into what makes a perfect sequence, let’s take a step back and understand why sequences exist in the first place.

The term “AI” gets thrown around a lot these days as I have mentioned in my other recent Insights topics on AI, and while it promises to revolutionise sales and marketing, the reality is this: if you're not careful, adding AI into your sales process can quickly feel like bolting on a shiny toy rather than building a smarter, more human pipeline.

So how do you bring AI into your sales tech stack in a way that actually supports your team, amplifies the right parts of your process, and still puts people first? Let’s break it down.

Over the years I have had the privilege of working with some brilliant businesses. Forward thinking teams, the right people in the right roles, and critically, the right technology stack already in place. CRM? Present and correct. Marketing automation? Ticking along. Customer success tools? Absolutely. On the surface, it is all there.

So why do things still break?

The rise of AI tools has brought with it bold claims about the future of outbound sales. Automation platforms promise to generate leads at scale, qualify them instantly, and even personalise your outreach, all without lifting a finger. But here is the truth that too many businesses overlook: outbound still works best when humans are behind the message.

Yes, AI can support the outbound sales process. In fact, it should. But it should not replace it. And that distinction matters more than ever.

Everyone is talking about AI right now. It’s on every product page, all over sales decks, and regularly thrown into boardroom conversations. “We need to bring AI into the business” is becoming a common theme. But let’s be honest. What does that actually mean?

This piece is for those who want to understand the difference between real AI and marketing spin, how that affects the tools you’re already using, and what your responsibilities are when it comes to data privacy and regulation, especially with the EU AI Act now in place.

Marketing has never been more complex.

From campaign strategy and brand storytelling to SEO, paid media, data tracking, content operations and funnel experimentation, the modern marketing function is no longer just a creative department. It is a commercially driven, technology-enabled growth engine. Yet the path to senior marketing leadership is still largely shaped by generalist experience rather than operational expertise.

So what does that mean for growing businesses trying to make sense of it all?

When it comes to choosing the right CRM platform to support your B2B sales and marketing efforts, two tools consistently stand out from the crowd: HubSpot and Salesforce (SFDC).

This is not a comparison designed to criticise either tool. It is about highlighting the strengths and benefits of each platform from a B2B commercial perspective, focusing on how they support sales, marketing, and the wider revenue function.

At first glance, Outreach and Salesloft do very similar things. And that is because they do. Both tools are built to help sales teams manage multistep prospecting workflows, track activity, and measure what is working. Outreach calls it a sequence, while Salesloft prefers cadence, but ultimately they are both talking about the same thing, structured repeatable outreach across email, phone, LinkedIn and other channels.

So if the differences are minor, what actually matters when choosing or using a platform like this?

One of the most common questions I am asked is what a modern, high-performing B2B sales and marketing technology stack should look like. There is no one-size-fits-all answer, but there are fundamental layers that every successful B2B sales and marketing team should build around. Whether you are scaling your go-to-market strategy or refreshing your existing systems, the right technology stack can make all the difference.

The rise of the fractional model is no accident. More and more companies are turning to experienced professionals on a part-time or project basis to fill senior roles without taking on the cost or commitment of a full-time hire. Not forever, just long enough to get things under control and moving in the right direction.

When I speak with businesses, there is usually a familiar theme. Either the CRM has become far too complicated over time, or no one really knows what to add to the tech stack to make it more effective. There is a desire to improve things, but not always a clear plan.