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John May's avatar

Having scaled up some startups, it is important to use some out of the box solutions that have an ecosystem that makes automation easier allowing you to focus on driving your vision. There are lots of software options out there but only one of you to drive the vision. Time is of value and prioritizing your efforts makes a difference. That being said, Hubspot is a great starting point rather than SF (Which still seems to be MSDOS with lipstick to me). In the end, everyone ends up moving to SF due to scalability. I look forward to the day when they have their reckoning and stop owning the market. Another great tool is Gong. It leverages a lot of AI on your behalf and helps predict your forecast based on your interactions with customers via calls and email. It s great for passing along real conversations to Product and other parts of the org so they can see what the sales team sees and helps drive relevant changes. Pricey but it integrates well with most CRM systems. I found it to be our most valuable tool.

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Emilie Schario's avatar

Both of those are great suggestions! The point is the same- when you're already doing something hard, going with "boring" or the default solution can be the best choice!

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