What your B2B SaaS Company needs to know about Salesforce

Everything your B2B SaaS Company needs to know about Salesforce

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.

Fill out the form to get your copy! 

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.

You may be interested in

Staying Competitive with Salesforce Agentforce

How can you master the basics of Salesforce Agentforce and exceed client expectations? Agentforce represents an exciting new development from Salesforce. With the power of Einstein AI, Salesforce now offers you the ability to customize your own automated agents to handle important, but often time-consuming, tasks that are key to the operation of your business. […]

Read More

Technical Considerations before Migrating to Salesforce Financial Services Cloud

Before getting started with Salesforce Financial Services Cloud, it’s important to consider the organizational elements that could mean success (or disaster) for your company. Once you’ve established that your company is ready from an organizational perspective, there are technical elements that must be taken into account. Migrating to Financial Services Cloud poses challenges, such as […]

Read More

Sign up for the latest tips & news from CloudKettle

Thank you for subscribing.