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Marktcrm

Bedrijven en pipeline

Eén record per bedrijf, gelezen door vier andere pagina’s.

Bedrijven bevat de acht velden die we echt gebruiken over een account: domein, e-commerceplatform, catalogusomvang, talen, CRM-fase, pijnpunten, het Attio-record-id en of het bedrijf buiten campagnes blijft. CRM maakt van dezelfde records een pipelinebord of een tabel zonder je filters kwijt te raken. People is de alleen-lezen gids van wie er werkt.

  • 8 fields on a company record
  • 4 other pages read those same fields
  • 1 record per company, not four

Het probleem dat dit oplost

Wat er misgaat als dit werk verspreid staat over spreadsheets, documenten en iemands geheugen.

The same company fact in four places

Platform in a spreadsheet, catalog size in a Notion page, stage in one person's head. Three months later they disagree and nobody knows which one to believe.

A blank field scored as a no

Unknown is not a failure. Here it leaves the denominator instead of quietly counting against the account.

Contacting a company nobody cleared

Unknown is not consent. An account whose campaign exclusion has not been answered stays out of every audience until somebody answers it.

In de applicatie

Zo ziet het eruit

Vastgelegde schermen uit Growth-OS zelf, met voorbeelddata in plaats van onze eigen records.

A company record with its declared fields, including the empty ones.
A company record with its declared fields, including the empty ones.
A company compared against an ICP revision, criterion by criterion.
A company compared against an ICP revision, criterion by criterion.
Creating a company with the two fields nothing can derive.
Creating a company with the two fields nothing can derive.

Hoe het werkt

Van leeg record tot iets waar je op kunt handelen, in de volgorde waarin je het doet.

  1. 1

    Create the company

    The title and the campaign exclusion answer, the two things nothing else can derive.

  2. 2

    Type the three technographic inputs

    Ecommerce platform, catalog size and number of languages, as the account states them rather than as we guess them.

  3. 3

    Work the pipeline

    Move the stage on the board or in the table, write the pain points, and attach notes, tasks and follow-ups with a due date.

  4. 4

    Compare against an ICP

    Open the record, pick an ICP revision, and read the criterion by criterion decomposition instead of a single number.

Kernpunten

Waarom dit belangrijk is

One record, four readers

Leads ranks against those fields, Battlecards tallies platform and CRM stage, Events resolves attendee names against titles and domains. Nobody re-asks the same question.

Empty is visible

A field you have not filled in reads as not entered, so an unanswered question is never mistaken for an unasked one.

The board and the table are the same data

Drag a card between stages, or set the stage from a picker with the keyboard. Columns resize, hide, pin and sort, and your filters survive the switch.

Eerlijke grenzen

Wat dit wel en niet belooft

  • Nothing syncs on its own. Growth-OS is designed to read Attio, and the Sources page shows what is actually connected. The Attio record id is a field you type.

  • Counts and totals cover the companies loaded on screen, up to two thousand, and amounts in different currencies are never added together.

Vragen

Veelgestelde vragen

Doe dit werk in Companies and pipeline

De pagina opent met de records van dit project. De ingebouwde gids beschrijft elk veld.