Category: Salesforce and CRMs

  • 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…

    Read more

  • 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…

    Read more