Long sales cycles. Many decision-makers. Procurement. Security review. POC. Most CRMs treat this like inside sales.
Multi-stakeholder deals = many contacts on one record.
POC management lives in Notion / Confluence.
Security review = a long questionnaire nobody reads.
Procurement adds weeks. The CRM doesn't know.
Every stakeholder as a contact on the account, with one activity timeline.
POC status and milestone dates as custom fields on the deal.
A deal forecast on any open deal: close probability, reasoning, risks and next action.
A pipeline forecast by rep, stage and expected close month.
A one-page meeting brief before every call.
Contacts sit on the account with one timeline of calls, emails and meetings. Mail synced from your own mailbox links itself to the right record.
Add POC status and milestone dates as custom fields on the deal, and a POC stage to the pipeline. The custom report builder can group and filter on them.
Attach the questionnaire to the account and track its status in a custom field, so deals can be filtered and reported on by it.
Each open deal gets a close probability with reasoning, risks and a recommended next action, and the pipeline forecast groups open deals by expected close month.
Guided onboarding walks you through company, details, product and AI context, then inviting the team.
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