Everything your B2B SaaS Company needs to know about Salesforce

A Users’s Guide to Accelerating Sales With a CRM

Everything your B2B SaaS Company needs to know about Salesforce

If you’re a fast-growing B2B SaaS company, your CRM is the foundation for managing complex sales cycles, reducing churn, and empowering your Sales team to close deals faster. This eBook will help you to take your CRM from being just a database of client information to a platform that accelerates your Sales team’s impact, streamlines Marketing’s efforts, and enables Customer Success.

Inside, we discuss:

  • Why your SaaS company needs a CRM
  • How to select & implement a CRM
  • Sales enablement & lead qualification methodologies
  • Custom reporting for SaaS companies
  • This eBook also covers how to: keep your investors happy using real-time reporting and leverage your CRM to make data-driven decision to grow your business.

All with easy to follow steps, in plain English, plus helpful templates and a free Salesforce Top Tools list to get you started.

Who we are

About us

CloudKettle helps enterprises drive revenue with the Salesforce and Google ecosystems. We do this by providing the strategy and hands-on keyboard execution to leverage platforms like Salesforce’s Sales Cloud, Marketing Cloud, Einstein, and Tableau to create highly personalized cross-channel experiences that drive revenue.

As your strategic advisor, we help by enhancing your people, processes, and technology to build a roadmap centered around scalable tactics and security.

Would you like to learn how CloudKettle can help you reach your revenue goals? Speak with a consultant today and discover how our blend of industry knowledge and platform expertise has earned us a 5/5 rating on the Salesforce AppExchange.