Chris D.

when y'all say better (Namit J. Sourabh A.) i would like to see a dashboard that shows real data / results with cost metrics attached. Happy to DM, buy a virtual coffee or something to see how it really is working for people. I've spoken to over 100 revenue leaders and have not seen a single instance that had ROI with any of these new tools. I'm not a pessimist, I want to believe, but have not seen it.

Thanks Rajesh D., i took a look and it doesn’t do what i want. e.g.: Note that the actual comments and likers will not be exported. In an ideal world, if you were the Account owner and Liked a post on a Company in the CRM, Hubspot would record an activity: Rajesh Liked a post and have a link to that post.

Two thoughts for (thought) leadership:

There is no ‘shared playbook’ for sales as even within a company there are different playbooks for different markets: PLG, SMB, Mid-Market, Enterprise I’m biased having worked for Winning by Design and Jacco pioneered a lot of this thought leadership. To your point, a $5 mm company should only really be investing in 1 GTM motion until it has been proven to scale, it’s usually at the Series B/C when multiple GTMs are needed. Unless you are raising a $100 mm AI series A, then it’s a total free for all

re: CRM issues, my preference is to create a Report that shows the Closed Won deals with missing fields. I frequently use “reports you don’t want to be on”. Create a report with the opportunity name, owner, and fields that are missing (but not required in the CRM). Most sales reps will review / update just prior to the Pipeline review meeting. e.g.: they don’t want to be on the report. Another example of a ‘report you don’t want to be on’ Open opportunities with no Next Step.

Liam R. there really isn’t a good substitute for a checklist. In the past, I’ve preferred an Asana project. Setup a template and copy to a new project. The template can be created to assign the task to the role (sales, customer success, etc.) than you just group reassign to a specific person. You can do the same in Notion, Jira, or a Google Sheet. That resolves the inconsistency and ownership issues.

Good stuff. I hope it’s not obsolete on Friday after Apollo’s new feature releases this Thu at the SF event….