In our time working at or with fast growing SaaS companies over the last decade, we’ve noticed some high-level CRM considerations the bulk of organizations neglect to consider that significantly influence the success of Salesforce implementation and adoption. A lot of these considerations are central to complex sales cycles, reducing churn and are specific to B2B SaaS organizations that facilitate long Sales cycles.
We’ve built the chapters in this eBook around the most common pain points our clients face and provide insight on what to consider to proactively avoid these issues. We cover basics like:
- How to Select a CRM
- CRM Integrations
- Implementing your CRM
We also talk about pieces connected to the Sales process like Sales Enablement and Lead Qualification methodology, and how to leverage the Salesforce AppExchange. Overall, the eBook is meant to give you a bird’s eye view of how to build a CRM ecosystem that allows you to maximize your investment in Salesforce.
As always, if you need help with your Salesforce implementation or have any questions about the eBook don’t hesitate to get in touch. We have a long history of working at and with startups and love getting to know new startups.