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 is a boutique consultancy that helps B2B SaaS companies build and optimize their Revenue Stack. From demand generation through to renewals, we help manage the growth of billions in sales pipeline for our clients. We do this by optimizing their instance of Salesforce and enhancing the performance of the Lead Generation, Marketing Automation, and Customer Support and Success tools it integrates with.

We have deep, real-world experience improving clients’ ROI from Salesforce and tools like Marketo, Eloqua, Bizible, and Hubspot.