Everything your industrial sales team needs to stay focused on selling — handled by someone who understands your business.
Your CRM is only valuable when it reflects reality. We take full ownership of daily data entry, contact updates, deal stage progression, and follow-up scheduling — so you always have an accurate picture of where every opportunity stands. No more stale records. No more hunting for information before calls.
We work directly inside your existing platform — whether that's HubSpot, Salesforce, Zoho, or Pipedrive — and adapt to your team's naming conventions, pipeline stages, and reporting preferences from day one.
Industrial deals are won in the follow-up, not the quote. We build and maintain a live tracker of every open RFQ and sent proposal — with follow-up dates, contact history, and status updated daily.
When a quote is due for follow-up, we draft and send the touchpoint on your behalf — or queue it for your rep's review. Nothing ages out. No warm prospect goes cold because someone forgot to check in.
A cluttered inbox is a lead graveyard. We monitor your shared or delegated inbox daily — triaging inbound inquiries, responding to routine requests, scheduling meetings via Calendly, and escalating anything that needs your direct attention.
Reminders are sent before every meeting. Post-meeting summaries are logged. Your calendar stays organized, conflicts are caught in advance, and no inbound lead sits unanswered over a weekend.
Before your rep picks up the phone or walks into a meeting, they should know who they're talking to. We build detailed company briefs — decision-makers, org structure, recent news, LinkedIn profiles, estimated revenue — so your team goes into every conversation with context, not cold.
We also maintain and grow your target account lists, enrich existing CRM contacts with missing data, and flag accounts that show buying signals worth acting on.
Cash flow problems rarely come from bad deals — they come from invoices that go out late or never get followed up on. We handle invoice preparation, send payment reminders on a defined schedule, and escalate overdue accounts before they become receivables problems.
Your sales team stays out of the awkward collections loop entirely. We coordinate with your finance setup — QuickBooks, FreshBooks, or CRM billing modules — to keep records clean and money moving.
Scheduling a meeting shouldn't take four emails and two days. We handle end-to-end coordination — sending invites, generating Zoom or Teams links, confirming attendance, and sending pre-meeting reminders with any relevant materials attached.
After the call, we produce structured meeting notes — decisions made, open questions, and clearly assigned next steps — and log them directly in the CRM so nothing gets lost in an email thread.
We work inside your existing stack — no migrations, no new software to buy. If you already use it, we already know it.
Also work with: Zoho CRM, Pipedrive, FreshBooks, Calendly, ZoomInfo, and more. Don't see yours? Just ask.
Book a 20-minute call. No pitch — just a real conversation about your situation.
Book a Discovery CallOr email us: hello@steadvox.com