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Document sales tech stack and tool capabilities (#5010)
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@@ -48,6 +48,24 @@ Questions can be asked in the [#dept-sales](https://flowfuse.slack.com/archives/
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- [Sales Regions](./regions.md)
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- [Customer Success](./customer-success.md)
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### Sales tech stack
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FlowFuse utilizes a streamlined and integrated tech stack to manage the entire sales process, from initial research to closed-won tracking. Our foundation is built on HubSpot as our primary Customer Relationship Management (CRM) platform, supplemented by specialized tools for enrichment, intelligence, and meeting capture.
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Below is the mapping of our core sales capabilities to the specific tools we use:
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#### Capability to Tool Mapping
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| Capability | Tool | Primary Use Case |
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| --- | --- | --- |
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| **CRM (Source of Truth)** | **HubSpot** | Managing all customer relationships, pipeline data, and contact records. |
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| **Emails, Calls & Sequences** | **HubSpot** | Executing outreach, standardizing email templates, and running automated cadences. |
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| **Subscription Tracking** | **HubSpot** | Monitoring customer lifecycles, upgrades, renewals, and ongoing subscriptions. |
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| **Call Recording** | **Fathom** | Recording, transcribing, and summarizing customer calls and meetings. |
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| **Data Enrichment** | **Clay** | Automatically pulling in missing contact or company data to build robust, targeted lead lists. |
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| Account Research & Planning | Claude | Synthesizing account data, conducting deep-dive strategic research, and planning personalized outreach. |
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| Account-based Outreach | LinkedIn Sales Navigator | Research and outreach to prospects on LinkedIn. |
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### Sales Processes
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- [Edge Connect Process](./edge-connect-process.md)

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