See What True CRM Should
Look Like for B2B Tech Companies

Want to learn more about TekStack’s Customer Relationship Management?

In this product showcase, TekStack’s Co-Founder Marc DiGiorgio will review three of examples of how TekStack’s CRM functionality is built for B2B Software and Service companies:

Account Centric Approach

Selling an expensive and conceptual product involves complex decision making with multiple buyers, resulting in long sales cycles  Buyers spend a long time evaluating before they are ready to go forward.  This is why the traditional lead to opportunity process does not work.  That’s why TekStack incorporates Forrester’s B2B Revenue Waterfall.  An account-centric approach to CRM.

Managing Complex Opportunities

Traditional CRM systems do not do a good job calculating Opportunity value, especially for recurring revenue.  They also do not present important deal velocity information to sellers which can help predict deal win rates.  TekStack’s approach to opportunity management is built for B2B sales journeys.

Customer 360

Retaining customers is the first step to growing your customer’s investment with you.  That’s hard to do if you don’t have a clear picture of a customer’s experience with your company.  TekStack presents all the customer information from one view.  Correspondence, Cases, Project Status, Invoices, and more.