Sales Technology
Choosing and using CRM, pipeline, enablement and compensation software.

Customer Relationship Management for B2B Sales
How B2B teams use customer relationship management to maintain account records, coordinate work and review results, with practical advice on adoption.

Sales Pipeline Management Tools: A Selection Guide
Review the role of CRM and pipeline tools in deal tracking, forecasting and collaboration. Start with your sales process and the information teams need.

SAS Campaign Management: B2B Evaluation Questions
An introduction to SAS campaign management for B2B teams, with questions about customer data, campaign workflows, implementation effort and sales alignment.

CRM Sales Cycle: Defining and Managing Deal Stages
Map the sales cycle in your CRM, from prospecting to post-sale follow-up. Define what each stage means and address the habits that make records…

B2B Marketing Automation Platforms: What to Evaluate
Review how B2B marketing automation platforms support lead management and follow-up. Check CRM connections, data requirements and the work teams will own.

Pipeline CRM Pricing: Plans, Limits and Setup Costs
Compare Pipeline CRM prices and plan limits, calculate subscription costs and test the work your team needs to do before committing.

Sales Technology Stack: Selection and Adoption
Review a sales technology stack by the work each tool supports. Check integration needs, adoption problems and the cost of maintaining overlapping systems.

Salesforce for Customer Success: Planning the Work
Consider how Salesforce fits customer success work, from shared account records to retention reviews. Define responsibilities and data needs before setup.

Choosing Sales Pipeline Software for Your Team
Evaluate sales pipeline software against your team's workflows, reporting needs and integrations. Compare requirements before committing to a CRM platform.

HubSpot Sales Pricing: Plans and Budget Questions
Review HubSpot Sales pricing considerations, from plans to onboarding and additional costs. Match the subscription to the work your team needs.

Salesforce Reports and Dashboards: Planning the Views
Plan Salesforce reports and dashboards around specific management questions. Define the measures, choose suitable views and check the quality of source records.

Sales and Inventory Software: Requirements to Check
Evaluate sales and inventory management software for order visibility, stock records and team handoffs. Check how the systems share and maintain information.
See how Sales43 would work for your team
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