Advice Needed on Setting Up GTM Stack and CRM Tools Choices

Hey Rahul W., I like your stack. To be honest, the CRM depends on how you want to use it. Hubspot, is great, I have used it for years and at multiple companies depending. I also worked with Zoho and Pipedrive, which are great CRMs as well. As for cold outreach, I used to use a few tools for my stack, such as Apollo, Lemlist ,Skylead, and Expandi. However, the multiple costs and need to integrate all features seamlessly are sometimes a pain. I prefer to use all-in-one tools like B2Brocket.ai to do all of what you listed. I use them for lead generation and focus on my ICP and intent data, Website visitor tracking, and it automate multi-channel outreach (Email, LinkedIn, SMS, WhatsApp), including AI-powered voice calls to help schedule meetings with prospects. Since it uses a team of robust AI agents, it now has a knowlage center where you can upload up to 10k pages of documentation, which can be call transcripts, website pages, branding guides, pitch decks or more. You can run unlimited campaigns and have unlimited. If you run an agency, you can also white-label the platform. I found them when I was head of sales at an event company. I was so impressed I started working with them (So yes, I am a bit biased). I am happy to give you a tour of the platform if you like. I would love your feedback.

Great description Brian Prokopowich Rahul W. what would be helpful to know is the level of maturity your company is at and the budget you have to cover your end-to-end needs. Ultimately this will inform the level of complexity you can go into. Interestingly, you're not covering your email insfrastructure to ensure a good deliverability which should be your number 1 priority in any situation, no deliverability, no answers no matter which tool you plug in after that. You probably know Instantly can cover that as well pretty well. Also it's interesting you added Clay in the Data provider section as yes, it can absolutely help with this through its waterfall enrichment functionalities BUT it does A LOT more than this. To Brian Prokopowich’s point above one of the biggest challenge everyone has is to ensure that the entire tool stack interconnects well so it allows for increase results and performance end-to-end, this is where Clay is a powerhouse. (It will also help you cover your question 1 as you can build account and lead scoring and prioritisation within Clay as well) Hope that helps

Vincent I am using Zapmail for email infra. We are an early stage company and trying to keep the budget under $500-750/month at max for the entire set up. my ICP is AEs in a set industry(I have my iCP locked down) and not accounts. It is one of my goal to make sure i'm not spending hours on integrating systems until they are absolutely necessary.

Brian Prokopowich Happy to check out b2brocket.ai please dm me your calendar link

Ok got it Rahul W. if you’re early then there is not need to go for Clay right away as even their middle tier package starts around $350. With Instantly alone you could do pretty much all you need end to end. Depending on which market you go for then you select your data provider as not all have the same coverage in every region. Rather than trying to buy too much too quickly, start small, test your messaging and outreach and then build on top. Also consider where yourICP lives, AEs will most likely be active in LinkedIn so it does make sense to use a solution like hey reach however a sequencer like Lemlist would allow you to do both emailing + LinkedIn automation under one roof. So you could get instantly for infra + Lemlist (they also offer access to data so check it out first before to get more). Make sense?

"Thanks, Vincent. Right now, all my meetings come from LinkedIn. I usually spot a relevant post, filter my ICP, and then launch a campaign through Heyreach. The real challenge is finding those posts, filtering them effectively, and pushing them into a sequence — which is exactly where I was curious about how Trigify could help."

Ok get it, well in that case yes trigify can or at least should easily be able to help you do this. Additionally if you’re following specific influencers or companies that typically post stuff that AEs engage with you can extract those with Clay. So then if that’s your focus you stack could be trigify - Clay - heyreach (no email engagement until you have a positive reply from AE through LinkedIn)

Since you said, clay will be around $350, is there a workaround for me to filter the leads for my ICP quickly?

Has anyone tried Odoo? I'm in the same stage as you, Rahul W. but we're looking to onboard an all-in-one crm instead of going for individual tools

Rahul W. you could try Clay free plan, you get 100credits per month, it’s certainly not a lot however that can help you to get a good feel for the ROI you might get out of it. Or you could invest a bit more and simply test it for a few month before going into a yearly commitment.

Chandana P. I don’t know Odoo however let’s be honest those platforms that do it all are ok but typically functionalities are pretty basic as it’s impossible for them to go deep into product development in every single aspect of the platform therefore there will be a point as you continue to grow where you will most likely need/want more advanced functionalities.

So it’s important to weight the pros and cons of each options based on your current needs and what is really a priority

Hi Rahul W. There is a platform we use for our GTM operations internally thats takes of the GTM stack end to end, starting from lead generation to identifying high intent ICP leads to outreach. It has been quite seamless for us and has saved a lot of time. Happy to share more details over DM

Hey Rahul W. some type of AI workflow could help to enrich your ICP accounts for scoring (fit, demographics, intent) and prioritization. One suggestion to keep costs down and simplify is to consolidate your stack. Not sure what you know about Tapistro, but it could replace your current tools and handle data, enrichment, signals/triggers, and email/LinkedIn outreach in a single platform. Happy to share more info or show how you could orchestrate GTM workflows that combine the six tools you mentioned.

Josiah S. Tapistro seems to be very much like Clay right? How does it differentiate?