Category: Salesforce and CRMs

  • Everything 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…

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  • The How to Guide: CRM Integrations

    The How to Guide: CRM Integrations

    When assessing a CRM, fast-growing SaaS companies often make the mistake of evaluating each SaaS tool they plan to integrate with their CRM as a piece, rather than as part of a whole ecosystem. Not all SaaS products can be integrated together. Many complex SaaS solutions create custom objects in your CRM that can effect how…

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  • How to Select a CRM

    How to Select a CRM

    Not every startup needs a CRM, but they are particularly important for Software as a Service (SaaS) companies who have a subscription based model.  Some aspects of your business and sales cycle that would necessitate a CRM are things like: if your product is available for purchase offline, if you have a sales-cycle that is…

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