Getting a sales process off the ground
When ChartMogul CEO Nick Franklin began looking for a sales platform to streamline and accelerate his team’s approach to selling he knew what he was after. “I wanted a powerful CRM workflow with a simple and modern UI,” he remembers. It was 2015 and his company was just starting to assemble a proper sales team and process. At the time their approach to sales lacked organization and was far too basic.
They needed a single “source of truth” to align their sales, customer success, marketing, and leadership teams around customer communications and pipeline management. Nick tested nearly 10 CRM platforms, looking for one that was intuitive and simple but could also be tailored to tackle the specific needs of his fast-growing business. That’s when he found Close.
ChartMogul's SaaS platform provides actionable insights and revenue intelligence to accelerate the growth and success of business customers (many of which are also software platforms). Their users can gain instant insights into the overall health of their businesses via clear revenue and customer data (such as revenue, lifetime value, churn, cohort activity, and more).
Today, ChartMogul has evolved into a 35-person, fully remote team that relies on Close to keep sales, customer success, marketing, and leadership groups synced up and selling more. Working new business and account management out of the same system allows them to collaborate more effectively and work with bigger customers.
Since adopting Close as their sales management platform, they've added 1,000+ customers and handled over 100,000,000 subscriptions.