When you’re a startup, you’re like a rogue pirate ship. Your tiny crew used to be low level swabs in her Majesty’s navy, but now you’re free and plundering the entrepreneurial treasure chest of the world.
It’s wild, exciting, and may involve too much rum, but it’s not easy. You’re running a skeleton crew, so everyone is doing 5+ jobs, and moving as fast as they can.
You need to capture yourself series A funding as soon as possible. Anything else is a distraction.
But in order to reach the level of growth you want, you need a proper business and sales process with a CRM. Excel sheets and shared Google docs just aren’t cutting it anymore. It takes top results to impress investors, and that requires having a fast and scalable workflow.
But how do you set it up? Which apps are worth your time? Who on your team can even take away time from the 5 jobs they’re already doing to take charge of the installation process?
There’s little human resources left to draw on.
Maybe you already gave a first trial of setting something up, but no one is bothering to use it, all the data that did make it in is wrong, and you feel like you’re wasting money. It’s difficult to get people out of those familiar spreadsheets.
That’s why for these situations, we’d like to introduce Archie.io, The Salesforce Goat. Located in New York, they specialize in helping startups implement conservative, intelligent, lean CRM systems.
We’re friends with Karyna do Monte, the founder of Archie.io, and it’s been exciting to see them working with everyone from startups like Oscar Health and Artivest to big companies like Johnson & Johnson LifeScan.
If you’re a startup looking to move into the big league, they’ll set you up with Vanilla, their specialized Salesforce implementation package with only the essentials, and help you build the workflow you need.
They’ll provide everything you need to get beyond the fundamentals of selling. You’ll be able to have people on the phone selling. Data entry will no longer be a time-consuming chore. Your data system will be accurate and duplicate free.
Within 6 weeks, your startup will have full workflow for sales and system of record. Time to put a motor on that pirate ship, and see how fast you can really go.