Expertise
CRM and sales engineering
We have spent more than 15 years in enterprise pre-sales, running discovery, demos, proofs of concept and RFP responses, and we have implemented CRMs for the teams that use them. That combination helps companies set up systems their sellers actually use.
Questions we answer most
HubSpot or Salesforce?
For most teams under about 50 sellers with straightforward processes, HubSpot is faster to run. Salesforce fits complex processes, heavy customization or an existing ecosystem. Team size and admin capacity matter more than features.
Why don't our sellers use the CRM?
Too many required fields, stages that don't match how deals really move, and no payoff for the seller. Fewer fields and useful automation usually fix it.
How do we run a proof of concept that closes?
Agree on written success criteria, a short timeline and the decision maker before starting. A POC without criteria is a free trial.
Have a question in this area?
Book a one-off call from $250, or keep us on retainer from $1,400 a month for ongoing questions and reviews.