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SaaSTrack: Revenue Architecture for Salesforce

Instantly implement SPICED, the Bowtie and other GTM best practices

Overview

See How SaaSTrack: Revenue Architecture for Salesforce Works

  • šŸ¤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. ā˜‘ļø Increase conversion by 10% ā˜‘ļø Improve customer handoffs

  • šŸ“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. ā˜‘ļø Make and operationalize GTM decisions based on CLTV

  • šŸ†GTM Guardrails: Enable all of the Recurring Revenue best practices featured in Winning by Design’s book, courses and consulting practice within minutes. ā˜‘ļø Improve forecast accuracy ā˜‘ļø 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 you’re 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. ā–ŗ Scalable Solutions: SaaSTrack scales with your business as it grows, adapting to new metrics and processes. ā–ŗ 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. ā–ŗ 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. ā–ŗ Optimized for SaaS Growth: Aligns revenue data across your GTM teams, automates essential metrics, and incorporates customer journey mapping to maximize Salesforce’s potential. SaaSTrack empowers your team to maximize Salesforce, boosting efficiency, growth, and the customer journey.

Categories

Business Needs
Sales Productivity
Sales Methodologies
Dashboards & Reports
Industries
Horizontal Product
Communications
High Tech
Personas
Architect
Consultant
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce 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 More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Managed Package
Lightning App Builder
Salesforce Mobile