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SaaSTrack: Revenue Architecture for Salesforce
Instantly implement SPICED, the Bowtie and other GTM best practices
Overview
Designed for rapid implementation, SaaSTrack integrates GTM best practices, the full Bowtie customer journey (including NRR) and the SPICED framework natively into Salesforce. Experience how SaaSTrack can increase conversion and streamline your business.
See How SaaSTrack: Revenue Architecture for Salesforce Works
š¤SPICED: In just one hour, set up SaaSTrack to automatically capture, rate, score and report on SPICED, as well enable SPICED as exit criteria for Opportunities. āļø Increase conversion by 10% āļø Improve customer handoffs
šFull Customer Journey Tracking: Set up automations for your Account-Based Data Model for both the Left AND Right Side of the Bowtie (including NRR) fully within Salesforce. āļø Make and operationalize GTM decisions based on CLTV
šGTM Guardrails: Enable all of the Recurring Revenue best practices featured in Winning by Designās book, courses and consulting practice within minutes. āļø Improve forecast accuracy āļø Reduce time to onboard reps
SaaSTrack automates tracking for SaaS businesses by seamlessly integrating essential metrics such as ARR, MRR, NRR, and churn into Salesforce. Whether youāre starting from scratch or optimizing an existing instance, SaaSTrack implements Winning by Design's Revenue Architecture frameworks, including the Bowtie customer journey, SPICED qualification and 100+ best practices for recurring revenue organizations. āŗ Scalable Solutions: SaaSTrack scales with your business as it grows, adapting to new metrics and processes. āŗ Improved Data Visibility: Provides clear visibility into critical metrics, including insights from SPICED and Bowtie funnels, enabling your teams to track revenue health in real-time. āŗ Actionable Insights: With built-in BI tool compatibility, SaaSTrack delivers data tailored to every stage of the customer journey, helping teams make informed, strategic decisions. āŗ Optimized for SaaS Growth: Aligns revenue data across your GTM teams, automates essential metrics, and incorporates customer journey mapping to maximize Salesforceās potential. SaaSTrack empowers your team to maximize Salesforce, boosting efficiency, growth, and the customer journey.
Categories
- Business Needs
- Sales ProductivitySales MethodologiesDashboards & Reports
- Industries
- Horizontal ProductCommunicationsHigh Tech
- Personas
- ArchitectConsultantExecutive
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldSales ProgramsManaged PackageLightning App BuilderSalesforce Mobile
