u/PlantainEasy3726

I'm considering setting up a digital sales room for my sales team, but i'm not sure where to start. Right now, were using email chains and google drive, but it's getting messy. I need a solution that can centralize everything, documents, notes, communication, and updates, so were not constantly chasing after files or trying to track down information.

I'm looking for something simple to use that's also secure. Our deals are getting bigger, so i need a space where all stakeholders can collaborate without having to leave the platform.

Any platforms that you recommend and have used?

been spending time on red teaming our internal LLM setup and starting to feel like we’re stuck at the basics.

rn it’s mostly prompt injection and jailbreak-style tests. ignore instructions, roleplay tricks, that kind of thing. useful early on, but it doesn’t feel close to how these systems actually fail in production.

we’ve got a few internal models that need proper testing before they’re used in anything sensitive. the current approach works for demos, but it doesn’t give much confidence once real usage starts. trying to go beyond that, but it’s not very clear what a more complete setup should look like. things like data exfil, model inversion, or abuse through tool integrations seem more realistic, but harder to test in a structured way.

the tools we tried so far either generate generic prompt lists or don’t give much insight into why something worked.

what teams are actually testing once they move past basic injections?

Got a question about integrating sales tools into our existing CRM setup. Right now were stuck manually moving data between platforms and its killing our workflow. We were looking at adding something that works better with our CRM, ideally something that can handle things like creating spaces where buyers and sellers can collaborate on deals without bouncing between three different tabs. The whole point is we need the deal room aspect to feel native to what were already using. Has anyone actually done this integration without it being a nightmare, like did you go with a platform that plays nice with your CRM from day one or did you have to build connectors yourself?

Wondering if people are using mutual action plan workflows as part of their sales enablement or if that's still more of a buzzword than actual practice.

 Spent Q3 and Q4 last year building out an AI governance framework. Approved tool list, data classification tiers, acceptable use policy, signed off by legal and the CISO.

It covers none of what’s happening.

The framework was built around standalone AI tools. What we didn’t account for was AI baked into apps people already use every day.

Salesforce Einstein, Notion AI, Copilot in Teams, Gemini in Google Workspace.

All came in through existing contracts or auto updated inside tools we approved months ago. None went through the governance process.

The way I found out was someone in engineering mentioned offhand that they’d been using Copilot in their IDE for weeks. I asked if it went through approval. They looked confused.

In their mind it was just a feature, not a separate tool.

the bigger gap is we don’t even know what’s actually being used. anything through personal accounts or browser features just doesn’t show up for us

Board is asking for an update on AI governance enforcement in the next quarterly review.

What I have to show them is a policy doc and an approved tool list that doesn’t reflect how any of this is being used.

what are you doing to enforce governance when the AI is inside tools you already approved and can’t easily restrict