SALES MANAGEMENT FOR B2B SAAS
For B2B SaaS founders and teams of 1–5 sellers with a product that already sells. Bring order to missed follow-ups, inconsistent calls and the sales work that still depends on you.
A focused 90-day pilot. Clear scope. Your existing tools.
For SaaS businesses with a product that sells and a pipeline worth improving.
DOES THIS SOUND FAMILIAR?
Select the challenge closest to yours. See the work we would investigate first—and what you should expect to see from it.
THE CHALLENGE → THE WORK → THE EVIDENCE
A demo went well. The prospect has a proposal. The CRM has no decision date, and nobody knows when to act.
Review stage criteria, assign an owner and agree the next action and due date. Inspect ageing deals in the pipeline review.
A prioritized action list and a clear view of overdue follow-ups. Measure completion against a defined baseline.
THE CHALLENGE → THE WORK → THE EVIDENCE
One rep gets to the real buying problem. Another rushes to a pitch. Coaching feels like opinion because there is no shared standard.
Review permitted call recordings against a consistent scorecard. Pick specific behaviors to practise and document useful script changes.
Call-review evidence, an agreed coaching priority and a date to review it again. Compare similar opportunities before drawing conclusions.
THE CHALLENGE → THE WORK → THE EVIDENCE
Sellers ask you to unblock every deal. Handoffs break down, onboarding is improvised and your own product work keeps getting interrupted.
Define decision rights, handoffs, seller expectations and escalation rules. Review whether the workload needs weekly or business-day management.
Named responsibilities, a weekly decision log and reusable playbooks. Your business still owns pricing, hiring and product decisions.
THE CHALLENGE → THE WORK → THE EVIDENCE
The pipeline says won. Payments arrive in parts. A refund lands later. The dashboard looks positive, but the cash story is unclear.
Agree source identifiers and reporting definitions, then link receipts and refunds to the relevant opportunity. Preserve corrections and prior observations.
A review that distinguishes sales from collected cash and costs. Start with approved exports; live sync depends on a verified connection.
Illustrative situations, not client case studies. Improvements depend on your demand, offer, team and delivery; no revenue outcome is guaranteed.
MAKE THE WORK VISIBLE
Bring the weekly conversation back to evidence: what moved, what stalled, what was collected, and what needs an owner.
Fictional sample data. This is a product walkthrough, not client performance.
Explore opportunities, measurement history and collections with sample data.
Take the interactive walkthrough →WHAT WE HELP YOU RUN
Define stages, follow-up standards and handoffs so qualified conversations do not disappear between calls.
Call reviews, practical coaching and clear expectations. Recruiting support is available in the Managed Sales Team package.
Keep opportunities, receipts and refunds connected. Review results alongside fees and delivery costs.
YOUR FIRST 90 DAYS
A pilot gives both teams a clear starting point, an agreed workload and a decision date.
Review your offer, opportunities and recent collections. Agree on scope, access and success criteria.
Assign owners, standardize next steps and coach the conversations. Review progress weekly.
Compare results, costs and limitations. Decide together whether to continue, change or stop.
WHY CONSIDER REVACCORD?
You’re paying for scoped management and coaching supported by software. The workspace makes that work easier to review.
Defined seller capacity, service hours, call reviews and setup deliverables. Agree priorities before extra work.
Inspect the scope →Agreed baselines, retained measurement history and linked receipts and refunds. Review limitations alongside the numbers.
Explore the records →Your existing accounts, documented playbooks and an agreed data export. Make a deliberate continue-or-stop decision.
Understand the handover →Judge the fit through the scope, the named delivery owner and a measured pilot. Our public walkthrough uses sample data; it is not evidence of client results.
CHOOSE THE RIGHT LEVEL OF SUPPORT
SALES FOUNDATION
+ C$2,500 one-time setup
For a founder and a small existing sales team with qualified opportunities to work.
Three-month pilot: C$10,000 before tax and additional costs.
MANAGED SALES TEAM
+ C$5,000 one-time setup
For a business that needs recruiting support and regular oversight across a larger team.
Three-month pilot: C$27,500 before tax and additional costs.
Management capacity, not supplied headcount. Sales-agent pay, advertising, client software and taxes are separate. Meetings, coaching, recruiting and reporting share the stated service-hour budget. Final scope, staffing availability and start date are confirmed in writing before payment.
YOUR BUSINESS STAYS YOURS
A clear process should make you less dependent, not more.
Start with your existing CRM and an agreed data workflow. Client reporting access is scoped, read-only and revocable. Documented processes and an agreed data export are part of the handover.
Live integrations are assessed for your stack before being promised. Client access is enabled only after onboarding checks.
START WITH A CLEAR PLAN
Define the problem. Agree on the work. Measure what changes.
Start your pilot inquiry ↗Compare packages →