Introduction: The Most Important Step in Your Sales Process Is Still Managed in Slack In most B2B SaaS companies, reference management looks something like this: A Slack message asking for a happy customer in a specific industry A spreadsheet with outdated notes A CSM tapping the same three advocates A long email thread to coordinate...
It’s Thursday morning. A sales rep needs a reference for a deal closing Friday. They ping Customer Success. CS says they’ll “look into it.” Marketing has a case study from that customer but doesn’t know if they’re available for calls. The customer gets three separate emails from three different people asking for three different things....