George C.

Pick the most important information that's required to move a deal forward. A balance between everything the leadership team wants and the sales rep don't want ~ I'm talking <15 data points that require manual creation/updating. (Automation/integration should do the rest)

Thanks Jeremy S. what do you think are the most important fields for SaaS sales? I've typically worked for two-sided-marketplaces where all the datapoints are custom.... Do you think we overcomplicate things with loads of custom_objects__c and fields??

That makes sense! If you want to try what I've built here's the link. I'm thinking about spinning it out as a side gig. Its a simple Chrome extension which uses GPT to suggest CRM updates You clearly know your stuff -- I'd really appreciate any (direct!) feedback 🙏

thanks Manuel H. super interesting!

and then constantly update opportunity progress and account plans.

^^ how do you manage this part of the process today? Can backengine fix this better than zapier workflows etc can?