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ZJvandeWeg merged 2 commits into from
May 20, 2026
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Document sales tech stack and tool capabilities #5010

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Document sales tech stack and tool capabilities
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18 changes: 18 additions & 0 deletions src/handbook/sales/index.md
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Expand Up @@ -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)
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