CRM built for B2B Software
Everything your sellers need to build pipe, delight and engage buyers,
and manage opportunities.
Build Funnel Quickly
Increase the top of funnel with marketing automation and outbound sequences
Accelerate your deals
Accelerate deals by running sales motions with the help of playbooks.
Improve your win rate by focusing on segments you are most successful.
Forecast with Precision
Partner with the finance team by giving them accurate data-driven forecasts.
Best Practices delivered
Built-in Sales Playbooks
TekStack will fire off playbook activities when opportunities reach a certain stage. This provides sellers with a reminder of what needs to get done. Document and email templates save sellers time and ensure they can stay on script.
Integrated B2B Revenue Waterfall
TekStack makes sure your account relationships and stages are up to date. By incorporating Forrester’s B2B Revenue Waterfall you’ll know where every account is in their buying journey. Related contacts cascade from key account information so that all your data is in sync.
TekStack provides 100s of standard Power BI metrics out of the box.
Fully integrated with Outlook
TekStack is fully integrated with Outlook. Automatically capture email activity between buyer and seller. Track appointments. Look up key contact and account information directly from Outlook
Generate Accurate Quotes in
Sellers can generate proffesional looking quotes quickly. They simply pick the products or services they want to include. In minutes they can generate a great looking proposal, email it to buyers, automatically and save it to the right SharePoint location. Send contracts via esign
Improve Forecasting Accuracy
You shouldn’t need to export your funnel to a spreadsheet just to forecast the business. The minute you do, the document is out of date; and you lose the benefit of updating the data in real-time. TekStack offers a much stronger forecasting capability. The result of which will improve your accuracy which can only help the business make better decisions.
Track Key Metrics
TekStack provides all the reporting you need to improve your team’s success. Leading indicators like Seller Activity, Opportunity Creation, as well as Lagging Indicators like Win Rate and Deal Analysis; everything pre-built and available out-of-the-box