Deliver Results for your
B2B Tech Company, with 
Microsoft Cloud

An all-in-one tool to run your B2B technology business.  Marketing, Sales, Professional Services, Subscription Management, Invoicing, and Help Desk from one platform.  Powered by Microsoft Cloud.  

Imagine the power of having a
360 view of your customer from one platform?

B2B tech companies including SaaS, and IT Services have different needs from other industries. TekStack is a single tool created
specifically to scale every part of your business.

research, evaluation, selection, implementation, usage, expansion

Now is the time for profitable growth

Every company has a CRM, but are you getting what you need from the money you spend? Most systems can’t provide trustworthy data, don’t make your users more productive, and cost a small fortune.  Its time for a change.  Get the reporting you need, support every part of the business with best-in-class practices, give your users what they want, fully integrated to the Microsoft tools they use every day.

Fully Integrated
Fully Integrated

TekStack gives your company a single integrated tool to support each stage of your Customer’s Journey.

Out of the Box  processes and metrics
Out of the Box processes and metrics

Imagine standard operating procedures for each part of your business. TekStack has it built.

For the Microsoft nuts
For the Microsoft nuts

TekStack is built entirely on Microsoft’s Power Platform and talks to Outlook, Teams, SharePoint, and OneNote.

Don’t you have better places to spend
your money on than internal tools?

Get best practices right across the customer journey and all the reporting
you need to make timely decisions with our fixed price, low-risk approach
to getting started.

Starting from $795 per month 

Includes all the features tech companies need to scale

Don’t believe us? Let’s crunch some numbers

Best Practices delivered
Prescriptively

Forecating accuracy

Help Desk

Makes sure your account relationships and stages are up to date by incorporating Forrester's B2B Revenue Waterfall. Related contacts cascade from key account information so that all your data is in sync

CRM built for B2B SaaS companies by TekStack

CRM

Built for B2B software companies - everything your sellers need to build pipe, delight and engage buyers, and manage opportunities.

Outbound Sequencing with Sales Acceleration Software with TekStack

Outbound Sequencing

Increase the productivity of your outbound sales team by automating sequences. 100% native, works with either your TekStack or Dynamics 365 for Sales environment.

Marketing Automation with TekStack

Marketing Automation

TekStack partners with Click Dimensions to provide native marketing automation capabilities and provide all the capabilities you need to scale your marketing success.

Professional Services Automation

Transition to fixed priced or managed services delivery, get the most out of your existing team, and improve your customer’s project delivery and onboarding experience

Built in Power BI Reports

Key Metrics Reporting

No need to build reporting yourself. TekStack has all the key indicators you need out of the box, delivered with PowerBI.

Customer Success Software

Your software company’s success is dependent on your customer’s success. However most companies are under invested in programs and tools to get there. Track customer health, get a 360 degree view and run playbooks with TekStack.

Subscription & Renewal Management

Why are you managing your most important revenue in a spreadsheet? TekStack gives you the tools you need to manage your ARR - track revenue, manage renewals and automate invoicing.

Is your business a good fit for TekStack?

We aren’t for every B2B tech company, our white glove approach means we can only add a finite number of customers each year.  Companies that are a strong fit for what we do have these things in common:

You sell technology to other businesses

We only work with technology companies that have a B2B buying journey.  Really specific.  We don’t work outside of tech companies, and don’t support use cases for DTC companies.   We’re talking SaaS companies, IT Service companies, and some MSPs that are focused on growth, or offer project oriented in services.

You are cash funded, PE backed, or need to operate profitably.

Amazingly, at this point in our journey, TekStack doesn’t any venture funded customers.  They are all cash funded, PE owned, or public companies.  These types of companies care more about profitable growth than growth at any cost.   When you have accountability to unit economics you tend to demand more from your internal tools.

You deliver projects and provide customers with support

B2B tech companies that have a delivery team that either bill for their services, or have to on-board customers with services. Also, companies that need to track support tickets.

You love Microsoft

You either run Microsoft 365 internally (we’re talking Outlook, Teams, Office 365) and/or use Microsoft technology in your solution offering and want to run your business on Microsoft technology. If you are a Google Suite shop, we’re not for you. As a Microsoft app we actually deploy the software inside your tenant, and use Active Directory to manage security and access – kind of the opposite of all these other tools.

You want Customer 360 from one tool, not seven

Some companies are okay with allowing each team to pick the right tool for their department. If so, we’re probably not for you. Instead of having seven different apps tracking customer information, we’re built for companies that want one unified experience. We are talking about marketing, outbound prospecting, CRM, subscription/invoicing, professional services, support, and customer success.

You want to reduce internal tech stack costs

Companies that are sick of paying for under-utilized or over bloated technology to run the business and would rather put that money to use by hiring more sales people, spend more marketing dollars, or add team members in other parts of the business.

You want OOTB SOPs

Companies that want standard processes and tools that support them, including reporting. TekStack has thought through 100s of use cases that a typical B2B company needs in every area of the business from marketing, prospecting, sales, services, billing, renewals, and support.  It’s like hiring a couple 25 year industry veterans to think through each part of your business, and then investing 10,000s of hours to build the perfect tool. We did all that for you already. You just have to pay us less than you pay those other vendors today to get 300% more.

Do one of these roles fit
your position?

Chief Executive Officer
Chief Executive Officer

Looking to increase your valuation? Get all the sales metrics and forecasting tools you need to identify if your business is on path to hit numbers.

Chief Financial Officer
Chief Financial Officer

One single pane of glass view of the customer and each step of their journey. All for much less investment than your existing tools.

Chief Information Officer
Chief Information Officer

Full and automated revenue operations that tie directly into your accounting system to help you track software and services forecasting.

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