diff --git a/src/handbook/sales/index.md b/src/handbook/sales/index.md index 83d1f48215..71436152b2 100644 --- a/src/handbook/sales/index.md +++ b/src/handbook/sales/index.md @@ -48,6 +48,24 @@ Questions can be asked in the [#dept-sales](https://flowfuse.slack.com/archives/ - [Sales Regions](./regions.md) - [Customer Success](./customer-success.md) +### Sales tech stack + +FlowFuse utilizes a streamlined and integrated tech stack to manage the entire sales process, from initial research to closed-won tracking. Our foundation is built on HubSpot as our primary Customer Relationship Management (CRM) platform, supplemented by specialized tools for enrichment, intelligence, and meeting capture. + +Below is the mapping of our core sales capabilities to the specific tools we use: + +#### Capability to Tool Mapping + +| Capability | Tool | Primary Use Case | +| --- | --- | --- | +| **CRM (Source of Truth)** | **HubSpot** | Managing all customer relationships, pipeline data, and contact records. | +| **Emails, Calls & Sequences** | **HubSpot** | Executing outreach, standardizing email templates, and running automated cadences. | +| **Subscription Tracking** | **HubSpot** | Monitoring customer lifecycles, upgrades, renewals, and ongoing subscriptions. | +| **Call Recording** | **Fathom** | Recording, transcribing, and summarizing customer calls and meetings. | +| **Data Enrichment** | **Clay** | Automatically pulling in missing contact or company data to build robust, targeted lead lists. | +| Account Research & Planning | Claude | Synthesizing account data, conducting deep-dive strategic research, and planning personalized outreach. | +| Account-based Outreach | LinkedIn Sales Navigator | Research and outreach to prospects on LinkedIn. | + ### Sales Processes - [Edge Connect Process](./edge-connect-process.md)