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How to sell SaaS in 2025–8 tools to scale to 2M+ ARR and beyond

  • To sell SaaS successfully, early-stage and growth-stage companies need different tools that suit their evolving needs.
  • Early-stage companies, with up to 2M ARR, use flexible tools, like HubSpot CRM, to achieve product-market fit and refine their value proposition.
  • As companies approach the milestone of 2M ARR, they begin to lay the groundwork for future growth by validating their product and business model. To achieve predictable, scalable and repeatable results, growth-stage companies need tools like Salesforce CRM and CPQ to streamline complex sales processes.
  • In the growth stage, acquisition remains a key driver of growth, but retention and expansion become increasingly valuable to sustain momentum. Tools like Gainsight enable proactive account management at scale and ensure that customer success teams monitor and improve customer health, driving upsell potential in an expanding customer base.
  • Other tools like Apollo.io help teams streamline sales processes by identifying leads and optimizing workflows, while Loom simplifies how teams share ideas and updates through quick video messages.
  • Dreamdata helps companies understand which marketing and sales activities drive pipeline and revenue by building custom attribution models that fit complex customer journeys, while Coefficient enables real-time data sync between Salesforce and Google Sheets to streamline data analysis, reporting, and dashboarding without relying on a full BI tool.
  • Overall, companies need to establish the right processes and tools during these critical stages to position themselves for future success in the competitive SaaS landscape.

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