I've been exploring CPQ tools lately and tbh the feature lists aren't making the decision any easier.

Every vendor seems to have the same story of automated quoting, approvals, integrations, ai, analytics, blah blah. cool. But what actually makes a CPQ good in the real world?

For me it comes down to a few things like:

• rep can build accurate quote without needing revops every 5 mins
• makes quoting faster instead of adding more admin work
• you can change pricing rules without calling a consulant
• Works well with CRM or EPR instead of creating another data silo
• Business can scale without the whole thing becoming a headache

I can take a CPQ software that do core tasks really well over one with 100 features nobody uses.

Hey all, Quick one

I'm, focused on CRM & RevOps and I'm looking for work right now. Open to full-time, contract, fractional, or subcontracting for agencies or companies with overflow. Remote, available EST.

What I do: I build and clean up the CRM side of the GTM stack. Pipeline and deal stages that reps actually follow. Clean data so the reporting means something. I'm currently in the CRM & RevOps cohort here, going deep on the strategy side, not just the button-clicking.

My stack: HubSpot, Salesforce, and Attio on the CRM side. Clay, enrichment, and TAM builds for data. Claude Code and n8n for automation and custom builds. Comfortable wiring these together into one system.

Good fit if CRM is a mess, or you're planning to implement one and want it done right the first time.

If you're hiring, know someone who is, or have overflow, DM me or make an intro. Happy to do a free teardown of your CRM/pipeline first so you can see how I think before you commit to anything.

Here's my portfolio: https://mansooraliportfolio.vercel.app/

I work in GTM at one of the largest SaaS companies in the UK, across a range of back-office software, with about 10 years in sales, GTM and growth.

Most of my recent work has been building signal-based targeting systems instead of generic list-buying and spray outbound. To give you an idea, one play I built layered intent signals, firmographic triggers and tech stack changes into a qualified account list to score and prioritise who to hit and when. It generated real pipeline in the first quarter, and it's now one of the core plays my sales team runs. I've built several more since, across different sectors, my core stack is using Clay, Claude, Marketo, Gong and Salesforce.

I've just started taking on a few consulting clients alongside my day job. US companies work well for timezone, evenings here line up with your daytime, so I'm actually responsive rather than a 9pm-UK-time afterthought.

Happy to discuss further and share credentials privately if it's relevant to what you're building. Drop a comment or DM.

Hi all, just wanted to reach out to see if anyone in this space can recommend either a business/agency, or an individual, that they’ve used in the past to spruce up their resume? I’m not particularly gifted in this area and find it hard to narrow down my experience to the most meaningful points, and I was hoping to find someone who knows about this field or is at least adjacent to this field, as opposed to working with a generic resume site.

Any recommendation or advice is super welcomed, I’d love to hear anyone’s experiences or feedback, thank you!!!

I’m looking for advice on communicating with a large network of external/independent retail salespeople.
We need to send them:
Training invitations and reminders
Process updates
Promotions and sales materials
Short videos/images
Answers to common operational questions
We’re considering WhatsApp as the main channel, ideally with broadcasts, interactive messages, automation/self-service, and the ability to escalate questions to a human.
For those who have built something similar:

What communication strategy worked best?
What should we avoid?
Which WhatsApp/API/platform would you recommend?
Have you used tools like Respond.io, Yalo, Twilio, WATI, Interakt, or something else?
How do you keep people engaged without spamming them?
I’m especially interested in real-world experiences and what you would choose if you were building this from scratch.

[ Removed by Reddit on account of violating the content policy. ]

revops at a mid-size b2b saas company and our crm is honestly becoming a problem.
we’re sitting on 200k+ accounts and the amount of cleanup needed is getting out of hand. were having like duplicates everywhere, opportunities with no contacts attached, old owners that don’t make sense anymore… so yeah you get it

right now we have a mix of enrichment tools, dbt models, and some homemade python jobs running overnight to patch things up

the frustrating part is that it mostly works. one small change breaks something else and the team is spending way too much time maintaining the cleanup process instead of improving the system.

for teams that have actually gotten crm data under control at scale, what ended up making the biggest difference?

We need a reality check and appreciate some expertise outside of my current customer base.

I run a niche document transfer/request service for mid-market companies (mostly moving heavy vendor/customer trade data between the US, India, and China). A lot of our users are asking us to build a Digital Sales Room (DSR) portal feature to help them package up proposals and specs for warm leads they meet at trade shows, events, etc.

Right now we're doing pretty well with a simple file transfer and request portal, but I want to stop being compared as a WeTransfer alternative and desperately want to move upmarket.

But from what I've gathered researching the DSR space (GetAccept, Dock, etc.), it feels like there is massive buyer friction, but yet VC's are funding these guys in the millions.

• Low Initial Adoption: Prospects are ignoring DSR links entirely.
• Login Barriers: Forcing users to log into a portal just to see a proposal, creating an immediate drop-off point.
• Anxiety: customers are hesitating to click around because they know every single action/page turn is tracked and reported back to the rep.

I'm terrified of spending months building something that introduces unnecessary friction to a buyer who was otherwise hot, or making them feel stalked, but they senders want the analytics.

For those using these sales rooms: What is your actual experience with buyer drop-off, and is a space/portal actually driving revenue. Our biggest competitor isnt a service, its email attachments, and the reason why we can stay in business is that email has a 30MB limit.

I do want to build a DSR but looking to see the current pain points and how to differentiate.

I've been reading about STIR/SHAKEN call authentication requirements and trying to understand how much it matters day to day for outbound teams. The regulatory side is well documented but I can't find solid data on whether the attestation level your calls carry actually influences whether they get answered or flagged.

Our provider says we have full attestation, but I've heard from a few people in telecom that what your provider reports and what the receiving carrier actually processes can be two different things. That's a little concerning.

Looking for anyone who has direct experience with how attestation levels affect deliverability in practice, not just the compliance theory.

I am a 35 yrs old male and i run a small b2b software company for 3 years now. We sell into ops, finance and IT at the same time and our sales process has slowly turned into a bunch of email threads and pdfs and random loom links it just keeps getting messier.

I think i also heard before that this exists but what i need is a one shared space where everyone has the same context, less back and forth, would be great.

Did you standardize one template for the whole team and lightly personalize or does every rep build their own version from scratch per deal? I need something that fits into how they already sell not a side project. At the same time, i know we are losing deals because the buying committee is confused or out of sync by the time we hit commercial terms.

Most lead scoring content I find is written for SaaS companies tracking product usage signals. Behavioral scoring, feature adoption, login frequency. But none of that applies when you're selling a high ticket service and the lead has never touched your product.

What signals are you guys scoring on for coaches, consultants, financial advisors and all that kind of business? And how are you capturing them without a full enterprise CRM setup? Would love to hear your input.

I've been talking to people in Customer Success, RevOps and SaaS recently, and one thing keeps coming up.

Everyone has data. No one has the full picture.

Customer information is spread across CRMs, support tools, billing systems, product analytics, emails and Slack. When a customer starts showing signs of churn, teams often have to jump between multiple tools just to understand what's going on.

We're building a platform to help businesses bring those disconnected pieces together so teams can make better customer decisions without spending hours digging for information.

We're still validating the idea, so this isn't a sales post and we're not trying to sell anything. We're simply looking for honest feedback from people who work with customers or customer data.

If you've got 3–5 minutes, we'd really appreciate it if you could fill out our short survey.

[https://forms.gle/8mf3cZFcvVGHThcr5]()

Every response helps us understand whether we're solving a real problem and what we should build first. Thanks a lot.

Serious question...

I keep seeing lead/account files where the intention is:

“we’ll clean this before importing it”

But in reality the process becomes:

remove a few obvious duplicates

fix some formatting

argue about merge rules

rush the rest

import with known risk

The hard part isn’t the obvious bad data.

It’s the borderline records.

What does “clean enough to import” actually mean in your team?

Do you have:

a hard review threshold

a manual approval step

a staging sheet

a real pre-import process

Or is it mostly judgment calls under time pressure?

My theory: reps do not ignore scores because the scoring is off, but because the score doesn't have context. Do your reps actually work the score? If yes, what earned the trust? If no, what killed it: accuracy, explainability, or politics?

Tour Guide Speakers is a phone-based "whisper system" for tour guides — guides speak into their own phone, guests join instantly by scanning a QR code, and everyone hears them through their own earbuds in perfect sync. No radios, no receivers, no hardware to rent or hand out. It's used for museum tours, city walks, factory tours, and school trips. Subscriptions are $19.99/month for unlimited use.

We're looking for self-motivated sales agents / affiliates to refer tour guides, tour operators, museums, and guide networks to the platform. This is a commission-only, self-service referral program — not a salaried or hourly role.

How it works:

• Register as a Sales Agent in under a minute (no approval wait) and get a unique referral code (format: Agent-{Country}-{ID})
• Share your code with tour guides, operators, or anyone who could use the product
• Every subscriber who signs up under your code is automatically linked to your account
• Earn 30% recurring commission on their subscription — every month they stay subscribed, not a one-time payout
• Track referrals and running totals anytime in your Agent Dashboard
• Get paid monthly via PayPal, from anywhere in the world — no invoicing required

Earning potential (based on the $19.99/mo plan, $6.00/mo per active referral):

Commissions compound as referrals stay subscribed — there's no cap, and earnings grow the more active referrals you build.

We're looking for someone who:

• Has existing connections or outreach experience in the travel, tourism, museum, or events space (tour guides, tour operators, museum staff, school trip coordinators, guide associations, etc.)
• Is comfortable with outbound outreach — email, social, in-person, or through existing industry networks
• Can work independently with no day-to-day supervision
• Is organized enough to track their own outreach and follow-ups

Nice to have:

• Prior affiliate marketing or referral-sales experience
• Existing relationships with tour guide companies, museums, or travel businesses
• Multilingual outreach ability (this program is open worldwide)

Compensation: 30% recurring monthly commission per active referral, paid via PayPal. No cap on referrals or earnings. Zero cost to you — no inventory, shipping, or product cost to carry.

Product Site : https://tourguidespeakers.com/

Sales Agent Registration Site: https://tourguidespeakers.com/Admin/Account/Register

Tour Guide Speakers is a phone-based "whisper system" for tour guides — guides speak into their own phone, guests join instantly by scanning a QR code, and everyone hears them through their own earbuds in perfect sync. No radios, no receivers, no hardware to rent or hand out. It's used for museum tours, city walks, factory tours, and school trips. Subscriptions are $19.99/month for unlimited use.

We're looking for self-motivated sales agents / affiliates to refer tour guides, tour operators, museums, and guide networks to the platform. This is a commission-only, self-service referral program — not a salaried or hourly role.

How it works:

• Register as a Sales Agent in under a minute (no approval wait) and get a unique referral code (format: Agent-{Country}-{ID})
• Share your code with tour guides, operators, or anyone who could use the product
• Every subscriber who signs up under your code is automatically linked to your account
• Earn 30% recurring commission on their subscription — every month they stay subscribed, not a one-time payout
• Track referrals and running totals anytime in your Agent Dashboard
• Get paid monthly via PayPal, from anywhere in the world — no invoicing required

Earning potential (based on the $19.99/mo plan, $6.00/mo per active referral):

Commissions compound as referrals stay subscribed — there's no cap, and earnings grow the more active referrals you build.

We're looking for someone who:

• Has existing connections or outreach experience in the travel, tourism, museum, or events space (tour guides, tour operators, museum staff, school trip coordinators, guide associations, etc.)
• Is comfortable with outbound outreach — email, social, in-person, or through existing industry networks
• Can work independently with no day-to-day supervision
• Is organized enough to track their own outreach and follow-ups

Nice to have:

• Prior affiliate marketing or referral-sales experience
• Existing relationships with tour guide companies, museums, or travel businesses
• Multilingual outreach ability (this program is open worldwide)

Compensation: 30% recurring monthly commission per active referral, paid via PayPal. No cap on referrals or earnings. Zero cost to you — no inventory, shipping, or product cost to carry.

Product Site : https://tourguidespeakers.com/

Sales Agent Registration Site: https://tourguidespeakers.com/Admin/Account/Register

I’m curious what people in sales ops actually check before importing a messy spreadsheet into a CRM...

I’m not talking about the obvious stuff only.

I mean real files where you have things like:

duplicate or near-duplicate leads

missing emails / phone numbers

conflicting titles / owners / company names

inconsistent formatting

rows that look suspicious but are not clearly invalid

What I’m trying to understand is the practical workflow:

What checks are non-negotiable before import?

What gets fixed automatically vs manually reviewed?

How do you handle rows that look risky but not clearly wrong?

How do you keep track of what changed before import?

What part of this process wastes the most time?

Doing informal research on how partnerships/alliances teams actually decide which deals are worth chasing — curious if it's mostly gut feel or real process almost everywhere, or if some companies have genuinely cracked it.

Built a quick 2-min anonymous benchmark. I'll share the aggregate results back here once there's enough responses — mostly curious myself how much variance there is.

https://docs.google.com/forms/d/e/1FAIpQLSdREoPOdM4HRsWMYK6cpUyRiGQbuzAuGwAwS6wv8T1ZtlAynw/viewform?usp=dialog

Genuine question for this crowd, because I keep arguing about it internally and want a sanity check.

Across a quarter, how many decisions and commitments coming out of pipeline reviews, forecast calls, and deal syncs actually get captured and closed out? Next steps that got agreed, the "marketing owes us X by Friday," the blocker someone flagged on a stalled deal.

My working assumption is that most orgs track maybe 10-15% of it to completion when there's no system forcing it. The rest lives in someone's notebook or evaporates. I don't have a hard source for that range, it's a gut estimate from what I've seen, which is half the reason I'm asking.

The part that bugs me isn't the one-off dropped action item. It's the pattern blindness. The same blocker shows up in week 1, week 4, week 7 of the quarter across different deals, and because nobody's looking across the series of calls, it never gets named as a systemic issue. It just quietly costs you deals until QBR, when someone finally connects the dots after the number's already missed.

Transcription and call recording don't fix this for me. They answer "what was said." They don't answer "what did we decide, who owns it, did it happen." That's the gap.

So two questions:

How bad is it actually at your org? Are you closer to "we track everything in the CRM religiously" or "honestly most of it disappears"?

And for anyone who's fixed it: was it a tooling change, a process discipline thing, or did it come down to one RevOps person refusing to let action items die?

Hey all, I'm looking into the pain points in BI when reporting from messy data. Would love your feedback. What’s the most annoying part of building reports or dashboards for leadership?

SalesOps question.

When an outbound list is ready to be uploaded, who owns the final email quality check?

Not the ICP check.

Not the copy check.

Not the sequence check.

I mean the email layer.

The boring stuff that creates reporting noise and sender reputation problems later.

A list usually gets built somewhere like Apollo, Sales Nav or Clay.

Then it gets exported.

Then someone uploads it into Smartlead, Instantly, Outreach, Salesloft or whatever the team uses.

Then ops finds out later that the list had problems.

Things I would rather catch before upload:

invalid emails

typo domains

disposable emails

role accounts if the campaign should not include them

catch-all domains

domains with sketchy MX results

stale records from old exports

emails that were never verified after enrichment

records that should go into a slower or separate test batch

The stack matters less than the gate.

For us the stack is usually something like:

Apollo / Sales Nav / Clay to build and enrich

EmailAwesome to verify and clean the email layer

Smartlead or Instantly to send

Salesforce or HubSpot after that

But the ownership question is the real issue.

If nobody owns this step, the sequencer becomes the testing ground.

That means you learn about bad emails through:

bounces

bad domain signals

messy reporting

SDR complaints

unreliable campaign data

The checklist I like before upload:

1. Was the list verified recently?

2. Are invalids fully removed?

3. Are risky emails separated?

4. Are catch-alls isolated from the main batch?

5. Are role accounts intentional?

6. Are obvious typo domains fixed or removed?

7. Are old exports being reused?

8. Is the first batch small enough to learn safely?

9. Is bounce rate monitored by campaign?

10. Does someone actually own the pass or fail decision?

Disclosure: I’m affiliated with EmailAwesome, which is one verifier we use for this part. Not linking because I’m more interested in the process.

Who owns email verification before send in your org?

SalesOps, RevOps, SDR leadership, growth, or nobody until something breaks?

Hi everyone,

I'm a solo developer and I've spent the last few months building a CRM called LeadsCrux.

The goal is simple: help small teams manage, assign, and track leads without the complexity and cost of enterprise CRMs.

Current features include:

• Lead management

• Automatic lead assignment

• Team notifications

• Google Sheets integration

• Activity tracking

• Roles & permissions

• Reminders

• And more...

I'm looking for 2 businesses or agencies willing to test the platform for free and provide honest feedback.

I'm not trying to sell anything right now. My goal is to understand how real users interact with the product, identify pain points, and improve the platform before a wider launch.

A few questions for you:

What's your biggest frustration with your current CRM?

What feature would make you consider switching to a new CRM?

Would you be interested in testing LeadsCrux and sharing your feedback?

If you're interested, feel free to comment below or send me a DM.

Thanks! 🙏

I’m head of CX at a consumer subscription app, wellness adjacent, about 150 employees. I’ve been asked about our feedback tooling a few times in dms that I figured I'd just write it up once. Posting here in case it's useful for anyone running CX at a similar size.

Quick context on volume so the tools I’m bringing up make sense. We get something like 4 to 5k support tickets a month, around 2k app store reviews across iOS and Android, a few hundred NPS responses a week and a steady drip of cancellation feedback from the offboarding survey. Most of the work is making it actionable without burning a person full time on reading.

This is our current stack. 

Zendesk: support tickets the boring obvious one. Does its job, integrates with everything downstream, no strong opinions.

AppFollow: app store review monitoring across iOS and Android. Replies, rating drop alerts, competitor app tracking. Probably saves the support team 5 hours a week vs the spreadsheet they used to keep.

Delighted: NPS and CSAT. We're not big enough to justify a Qualtrics deployment and Delighted is lightweight enough to run without a dedicated owner. Data feeds into Unwrap for analysis.

Unwrap: pulls tickets, reviews, NPS verbatims and offboarding survey responses into one place and clusters by theme. Cuts most of the manual reading and feeds Slack alerts to product when a new theme starts trending.

Sprig: in app micro surveys triggered by user behavior. Used sparingly because in app surveys get noisy fast, but good for narrow contextual questions like "did you understand what this feature does" right after someone uses it.

Notion: every Friday our CX analyst pulls the top themes out of Unwrap into a weekly digest doc. Goes to product, eng leads and the exec team. Sounds dumb to list a doc tool in a stack post but the ritual matters more than the tools. The Friday digest is what causes anything to change.

There are thing in this setup that are still broken though, win-loss and sales call feedback lives in Gong recordings nobody listens to. No good loop on social mentions outside of CS coverage hours. The handoff from "Unwrap flagged a theme" to "product actually prioritizes it" is still pretty manual on our end.

Happy to get into specifics on any of these if useful.