EsteComoEs

Head of Sales

Personal Narrative

Sketchy and scrappy trades for low resourced start ups

Is there anyone willing to be "scrappy" and to look at potential trades of the resources that are available to us?

This post will trigger some people who are very risk averse, and that's okay. I'm brainstorming to see if there is a low risk way to help the ecosystem of savages.

If I'm breaking a forum rule or if there is already a place for these type of convos, apologies in advance as I searched and didn't see anything.

What I'm speaking of specifically is the ability to swap logins for systems that would NOT get us fired, isn't tied to SSO, any of these bleeding edge AI tools, etc

Systems like Lucidchart, Walnut, Vidyard, contact list pulls via CSV, deck sharing, e

Also, I'd love help to meet on zoom meetings for people who are HubSpot Sales and HubSpot Marketing wizards to help me with some road blocks I'm having as I've been a SFDC user for over a decade up until now.

7

12 comments

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poweredbycaffeine

WR Lieutenant

4

☕️

Bold, but that’s what it takes to win these days. Just don’t trade CRM data or internal-only decks.

As for HubSpot—what do you need? I’m a wizard, Harry.

EsteComoEs

Personal Narrative

1

Head of Sales

Thank you! Mostly need help with putting together a forecasting dashboard since our business has different types of revenues we need to report against, and I want a recurring report so I don’t need to manually enter into a spreadsheet for the CEO weekly.

If you are familiar with Clari, I’d love to do as much as possible in Hubspot what is available in Clari.

Revenue is by buckets such as:
Licensing ARR
Services ARR (recurring rev for proserv)
Referrals (we work with partners)

One time rev sources:
Proserv
MSP (managed services provider)

And then all of these need to be bucketed in a dashboard by:

New logo
Expansion
Renewal

AND they want want ALL of this to be displayed by forecast categories:
Commit
Forecast
Pipeline

I’d be happy to trade/compensate if you’d like to connect on a zoom to discuss, and I appreciate it.

poweredbycaffeine

WR Lieutenant

2

☕️

Shooting you a DM

CuriousFox

WR Officer

1

🦊

hero

Pachacuti

Politicker

3

They call me Daddy, Sales Daddy

I can't help you here, but its a good idea IMO.

oldcloser

Arsonist

2

💀

Scrappy af. I like

braintank

Politicker

1

Enterprise Account Executive

There usually a free alternatives to tools like lucidchart and vidyard. Also wtf is walnut?

EsteComoEs

Personal Narrative

1

Head of Sales

Yeah I’ve ran through my fair share of trials and squeezed out as much juice that I think is available to me.

Walnut is personalized demos, I’ve never used it but I’ve been intrigued. You can great interactive personalized demos on their platform.

braintank

Politicker

2

Enterprise Account Executive

Interesting. We use something called arcade.

Appreciate the hustle!

FinanceEngineer

Politicker

1

Sr Director, sales and partnerships

Yeah, this is a big no-no across everything! If you want a demo, I can get you one for anything you are looking for. Never, NEVER, share passwords.

Maximas

Tycoon

0

Senior Sales Executive

BOLD Like Hell!
Don't work on any of these platforms unfortunately,hope though that other Savs will give you a hand on it!

TheDude

Politicker

0

Partnerships Lead

I have some ligma to trade

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