Question

What's your tech stack for B2B SaaS with $2-5k ACV relying primarily on transactional sales using email outbound?

B2B SaaS owners! If you have a product that's between $2-5k ACV and you rely mostly on outbound email campaigns for your growth (i.e. transactional sales), what does your tech stack look like for CRM, automation, tracking/reporting, sequencing, etc.?

Out of all those services you listed, which do you love? Which do you hate? Which have you tried but hated?

Mentioned
#CRM #Email #Capiche #Segment
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siddxxvii's avatar
  • Salesloft for sequences
  • marketing automation with hubspot
  • interactive quotes and brochures via pandadocs.
  • linkedin sales navigator for finding leads based on your buyer persona.
3 points
MichaelxYoung's avatar
@MichaelxYoung (replying to @siddxxvii )
20d

This may sound like a dumb question - but what's the difference between sequences and marketing automation?

1 point
siddxxvii's avatar
@siddxxvii (replying to @MichaelxYoung )
20d

Usually in sequences your sales team will manually enroll the contacts but in marketing automation, you put certain filter or say that if user clicks this button sent this email.

2 points
MichaelxYoung's avatar
@MichaelxYoung (replying to @siddxxvii )
20d

Sorry, one other question if you don't mind!

How can you make sure someone who's already added to a sequence don't get overlapping/different messages from accidentally being placed in a marketing automation flow too (say, if they were to do something on-site to trigger it)?

1 point
maguay's avatar
@maguay (replying to @MichaelxYoung )
18d

@MichaelxYoung One way we've tried to handle cases that this at Capiche is to add values to users' profiles when they run through one sequence or workflow, and filters at the beginning of each that essentially check to see if this person already went through a workflow. Imagine you have an onboarding workflow, but then bounce someone out when they perform a task like creating a new blog post—and have another workflow that guides existing users through creating a blog post. The former should add some value to the user's profile when they created a blog post and jumped out of the onboarding sequence, and the latter should check to see if contacts have that value before that workflow starts.

Works great in theory; in practice, it means you have to be eternally vigilant and never forget to add those checks. I've forgotten several times and always end up having to send out apology emails which is never fun.

1 point
MichaelxYoung's avatar
@MichaelxYoung (replying to @maguay )
18d

@maguay Wow, that's incredibly helpful to know! What platforms/software are you using to execute all of these checks, connections and integrations?

1 point
maguay's avatar
@maguay (replying to @MichaelxYoung )
18d

@MichaelxYoung We're using Customer.io for all of our emails, and its logic tools are enough to handle that—though we do have to automatically feed in data via Segment or direct API calls, or manually import CSV files to keep the data up-to-date.

1 point
MichaelxYoung's avatar
@MichaelxYoung (replying to @siddxxvii )
20d

Thank you so much :)

1 point
MichaelxYoung's avatar

Or... another way to put it: What's your tech stack for demand gen? Which has been the biggest life/time-savers?

2 points
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