B2B Sales

Valstorm offers a number of prebuilt solutions that are exceptional for managing B2B sales pipelines. Installing our B2B Sales app is the best first step to running that department.

Regardless of what you sell, these are a great foundation. Below, you can find documentation to help you at different stages of your journey in selling to other companies.

Learning the Tracking Basics

Learn the concepts around how B2B Sales are tracked. There is no walkthrough in this one, just applicable information for all sellers.

Learn the Concepts

Using the Valstorm B2B Sales App

Learn the basics of using the B2B sales app from this guide. This focuses on the essentials without the automations

Learn to Use Valstorm to Run Your B2B Sales

Configuring Your Valstorm Application

We strongly recommend installing the following products to go along with B2B Sales

1. ValPhone to handle and link all your calls and texts to your sales motion. It automates lead movement.
2. Google Workspace (If you use it)
   1. For connecting your email, drive, and calendar to the sales motion. This includes automations that move the pipeline when you take action
3. Microsoft Integration (For Outlook Users)
   1. For connecting your email, and calendar to the sales motion. This includes automations that move the pipeline when you take action