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

We specialize in helping organizations improve Salesforce and the Google Marketing Platform to drive revenue growth. With over a decade of experience building, optimizing, and managing Revenue Operations, CloudKettle understands the solutions and processes that deliver results. As a Salesforce Silver Partner, Google Premier Partner, and Marketo Silver Partner, our team of experts know your technology from end-to-end.

With Security at the heart of everything we do; our clients know they can trust us with their most sensitive data. CloudKettle is HIPAA compliant, we undergo routine audits, and we treat all our client’s data as if it were our own.

Our areas of domain expertise, coupled with our commitment to security, make us a trusted advisor to our clients.