Tried many CRMs, but Salesmate just stuck!

SUMO Heavy is a Philadelphia-based boutique digital commerce consulting firm focused on helping online retailers grow efficient and profitable businesses.

The team comprises a diverse group of strategists, consultants, designers, and developers specializing in digital commerce.

Founded in 2010 by Bart Mroz, SUMO Heavy’s sole purpose was to help retailers scale with the help of technology.

Sumo Heavy brings decades of experience to the table- from delivering strategies with proven results to maximizing each client’s bottom line. The team here provides the right knowledge and tools that a business needs for success.

In all the years since SUMO Heavy has been in the market, some of the common challenges that Bart and his team faced were related to client tracking and moving the deals up the sales funnel.

Since the company has very long sales processes that go up to six months to a year, it was getting tough for the team SUMO Heavy to keep a track of all their clients and their progress through the sales pipeline.

They were looking for a platform that helped them keep every detail and information at one place and let them follow-up with the clients hassle-free.

“We used to track clients on a piece of paper when we first started, but a CRM helps the team connect with each other, everybody can jump into it and become a part of the same conversation.” 

That is when Bart came across Salesmate.

After using several CRMs, including HubSpot and Salesforce, Bart finally got his hands on Salesmate, and he instantly knew that’s the one.

People from each department are a part of the final decision-making, says Bart. And so, the solution would have to be a platform that let his entire team collaborate.

For businesses like SUMO Heavy, where sales pipeline can be a year-long, it’s important that every conversation is easy to track and accessible to all. SUMO Heavy focus on acquiring a relatively small number of clients but provides dedicated and top-notch services

You can understand why every conversation is so crucial. And that’s what Salesmate solved for SUMO Heavy.

Salesmate can associate conversations and contacts with ongoing deals, so, everything you need to know is there when you open a particular deal. This gives a 360-degree view of the deal!

Bart says, the biggest feature for him is that he doesn’t have to BCC every time and the entire team can follow the conversation.

“It’s one of the biggest features for me. It’s clean-looking, and Salesmate updates it all the time.” 

Bart and the entire SUMO Heavy team rely on Sales Pipeline. It gives them a clear idea of what’s going on in the current deals. The feature takes care of everything important in the sales process, so you can do what you’re supposed to do – SELL!

SUMO Heavy saw results that were uncanny.

In comparison to HubSpot or Salesforce, SUMO Heavy’s productivity improved by at least 50% once the team started using Salesmate.

Bart says, “Everyone in the team has access to Salesmate – Project manager, Technology Manager, CTO, everyone. Because we’d like to know each other’s notes before meetings.”

Salesmate not only solved some of the pain points for SUMO Heavy, but it actually helped the entire team come together and work in harmony.