Reps keep the real deal picture in a notebook or a spreadsheet, because the CRM does not tell them anything they did not already know. Stages with criteria you can observe. A deal moves because someth
No exit criteria, so a stage three deal for one rep is a stage five for another and the forecast inherits the difference. The account picture in one place. History, usage, conversations, and open pipe
Product usage sits in a tool the AE does not open, so the expansion conversation happens after the renewal instead of before. Expansion surfaced before the renewal. Usage thresholds reach the AE and t
A deal lost eighteen months ago with a champion still in seat is treated the same as a cold account. Closed lost brought back. Renewed intent on a prior evaluation becomes a live lead with the original context attached.
Engagements where this was the problem.
Where the work happens, and what it costs to fix.
Everything below is free and needs no call.
Through the retainer. One operator owns the revenue system, up to 15 hours a week, and what gets built next is agreed with you each month.
The diagnostic is free. The retainer is $2,000 a month, Kaypo deal scoring included. Work outside the retainer is included in the retainer.
A free read of the CRM, tech stack, attribution and reporting, ending in a written report with every gap priced.
Where this sits, and what it costs to fix.
Read-only access to your systems, and a written report you keep either way.
Thirty minutes. Tell us what you are working on and we will tell you on the call whether we can help.
We will reach out to you shortly. If you have not heard from us by tomorrow, email hello@sapwood.io.
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