Closing Deals Faster and Smarter: How Thoughtly Supercharged Sales with Salesbricks and Attio

The Problem

Like many startups, Thoughtly was using a patchwork of disparate and disconnected tools to manage quoting, order execution, and billing. The resulting process for managing revenue operations was far from ideal. Thoughtly sought a unified solution to streamline operations, improve data visibility, and empower its sales team. The key was finding a solution that could do all this and also easily integrate with their modern CRM, Attio.

• Disjointed Sales Process: Thoughtly's sales process was scattered across multiple platforms, leading to inefficiencies and data silos.
• Manual Data Entry: The sales team spent excessive time on administrative tasks, such as creating quotes and tracking invoices.
• Limited Visibility: Thoughtly lacked a centralized view of its sales pipeline and revenue metrics, hindering informed decision-making.
• Deal Shaping: Complex deal structures posed challenges for Thoughtly. Ensuring consistency across deals was a challenge.
• CRM Integration: Attio had proven itself to be a great CRM system and ultimately a tool that integrated with Attio was the only way to a unified solution.

Why it Mattered

While Thoughtly was growing successfully, the challenges Thoughtly faced were significant because they threatened the company's ability to scale efficiently and effectively. A disjointed rev-ops process, manual data entry, and limited visibility into key metrics not only consumed valuable time and resources but also impeded informed decision-making. 

Thoughtly had recently moved to Attio CRM after limitations with Salesforce constrained their ability to target and close larger, more lucrative accounts. Overcoming these hurdles was crucial for Thoughtly — streamlining operations, improving data accuracy, enhancing customer satisfaction, and ultimately driving revenue growth.

The Solution: Salesbricks and Attio

Thoughtly turned to Salesbricks, a sales solution designed to streamline the B2B sales process and empower sales teams close more deals faster.

For Thoughtly, Salesbricks ability to integrate with Attio out of the box was a game-changer, providing a seamless and efficient sales workflow. Salesbricks coupled with Attio provided Thoughtly with a centralized hub for all sales-related activities, integrating quoting, contract management, and billing into a single system. 

• A unified platform for managing quotes, contracts, billing, and revenue, greatly reducing administrative overhead.
• Easy implementation and integration with their existing systems, especially Attio and application usage data.
• Improved visibility into sales performance and key revenue metrics.
• A flexible solution for shaping more complex deals.

The Impact

Salesbricks automated Thoughtly's quote-to-cash process, from initial quote creation to order execution, invoice generation and payment collection. The platform's intuitive interface and modular design enabled Thoughtly sales team to quickly generate accurate quotes, track deal progress, and respond to customer needs on the fly. Salesbricks also automated invoice generation and payment reminders, reducing administrative overhead and accelerating cash flow.

• Increased Sales Velocity: Salesbricks helped Thoughtly accelerated its sales cycle by automating manual tasks and streamlining the quote-to-cash process
• Improved Data Accuracy: Salesbricks eliminated data silos and ensured consistency across all sales-related activities, resulting in more accurate reporting and forecasting.
• Enhanced Customer Satisfaction: Thoughtly was able to provide its customers with a more seamless and efficient sales experience, leading to increased satisfaction and loyalty.
• Scalable Revenue Operations: Salesbricks' reporting capabilities provided Thoughtly with the insights needed to optimize sales strategies and scale with growth.
• Complete visibility on deals within Attio from quote to execution.
• Full automated system for billing, quoting, invoice, collecting, and reporting on revenue.

Thoughtly's story demonstrates the transformative power of Salesbricks in addressing the critical challenges faced by B2B SaaS companies as they grow and scale. By providing a comprehensive, integrated platform that seamlessly connects with modern CRMs like Attio, Salesbricks empowers companies like Thoughtly to optimize their sales processes, improve customer experience, and unlock their full revenue potential.

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