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Sales guides

Practical how-tos for B2B sales teams: pipelines, quotes, follow-ups, samples, AI and messaging.

How to choose a CRM for a B2B sales team

A buyer's guide to choosing a B2B CRM: write requirements, build a shortlist, run a two-week trial, ask vendors the right questions and work out the total cost.

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Guide
How to choose a CRM for a B2B sales team
A buyer's guide to choosing a B2B CRM: write requirements, build a shortlist, run a two-week trial, ask vendors the right questions and work out the total cost.
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Guide
How to follow up after a trade show
A step-by-step plan for following up trade show leads when you sell physical products: sort, send, ship samples and book the next call within a week.
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Guide
How to connect Claude to your CRM
Connect Claude to your CRM over MCP in a few minutes: add the connector URL, sign in with OAuth, then ask about accounts, quotes and meetings.
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Guide
How to build a B2B sales pipeline
Build a B2B sales pipeline for physical products with seven stages, from enquiry to order, with exit rules, worked examples and a setup checklist.
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How to connect ChatGPT to your CRM
Connect ChatGPT to your CRM over MCP: add a custom connector, sign in with OAuth, then search records, log calls and draft quotes from a chat.
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How to cut CRM data entry for your sales reps
Cut CRM data entry by recording meetings, filling fields from calls, capturing email automatically and using AI summaries. A practical guide for B2B teams.
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Guide
How to forecast sales for a B2B product business
Three practical ways to forecast B2B product sales: weighted pipeline, run-rate on repeat orders and coverage. With a worked example you can copy.
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How to get your sales reps to actually use the CRM
Reps skip the CRM when it costs them time and gives nothing back. Cut the typing, make it useful to the rep, and build manager habits that reward clean data.
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How to manage customer-specific price lists
How to set up, update and review customer-specific price lists for B2B product sales, so every quote uses the agreed price and protects your margin.
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How to prepare for a B2B sales meeting
Prepare for a B2B sales meeting in four steps: research the account, build a one-page brief, set an agenda and bring samples and prices. Includes a checklist.
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How to qualify B2B leads (BANT, MEDDIC and a simpler way)
How to qualify B2B leads for a product business: BANT, MEDDIC and a four-question checklist covering application fit, volume, timeline and decision process.
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How to run a weekly pipeline review
A 45-minute weekly pipeline review for B2B product teams: the agenda, the questions to ask on each deal, and the hygiene rules that keep the numbers honest.
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How to sell to B2B buyers on WhatsApp
How to sell to B2B buyers on WhatsApp: etiquette, sending quotes over chat, and keeping every conversation in the CRM instead of on one rep's phone.
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How to speed up quote to order
Shorten the gap between sending a quote and getting the order. Seven fixes for B2B product sellers, from same-day quotes to a prompt sales order.
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How to track product samples from request to order
A practical process for tracking B2B product samples: what to record, the statuses to use, how to chase feedback and how to turn a result into a quote.
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Guide
How to use LinkedIn for B2B prospecting
A practical LinkedIn prospecting routine for B2B product sellers: set up your profile, find buyers, write connection notes and save prospects to your CRM.
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How to write a sales quote that wins the order
What a winning B2B product quote contains: line items, incoterms, validity, MOQ, lead time and payment terms, with a worked example and a checklist.
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Guide
How to write follow-up emails that get replies
Seven principles for B2B follow-up emails, with short examples for after a meeting, a sample, a quote and silence, written for teams that sell products.
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Sales guides

How to choose a CRM for a B2B sales team

How to choose a CRM for a B2B sales team

How to follow up after a trade show

How to connect Claude to your CRM

How to build a B2B sales pipeline

How to connect ChatGPT to your CRM

How to cut CRM data entry for your sales reps

How to forecast sales for a B2B product business

How to get your sales reps to actually use the CRM

How to manage customer-specific price lists

How to prepare for a B2B sales meeting

How to qualify B2B leads (BANT, MEDDIC and a simpler way)

How to run a weekly pipeline review

How to sell to B2B buyers on WhatsApp

How to speed up quote to order

How to track product samples from request to order

How to use LinkedIn for B2B prospecting

How to write a sales quote that wins the order

How to write follow-up emails that get replies

Want to see the platform in action?

Want to see the
platform in action?