Whether you're trying to close a complex deal or onboard a new customer, there's a lot of moving parts and stakeholders involved. This means hours spent juggling between spreadsheets, email threads, and different platforms. Recapped consolidates the entire buyer journey into a single collaborative platform you, your team, and the buying team. Create a checklist of next steps for clients and team members to complete, automate admin work with templates, and ensure mutual success.
External link for Recapped 🎯
Make every deal count and double your close rate Share client-facing workspaces that consolidate your entire deal in one place, keep buyers engaged, and drastically streamline your sales process. Get everyone on the same page. Literally.
New York, NY 10017, US
How many deals are you secretly losing during Discovery? Join us next week for an exclusive LinkedIn live event with Steve Reid as we break down his 7-step framework for winning Discovery moments. What You'll Learn: ✅ Master the Art of the Socratic Dialog ✅ Diagnose & Align on Value ✅ Drive Credibility Throughout the Process
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SALES 👉 ??? During a recent user interview, Enterprise AE Ikram B. from Crobox highlighted the essential importance of collaboration between different departments. SALES 👉 MARKETING 🎯 Analyze content engaged by prospects to create effective marketing campaigns 💙 “I can see what materials resonate the most with prospects, and then I share that with marketing.” SALES HANDOFF 👉 CUSTOMER SUCCESS 🎯 Easily transfer ownership to CS for a seamless onboarding and implementation experience 💙 “The information is structured in a way that’s clear and easy to share, so the onboarding team can jump in without missing anything.” SALES ENABLEMENT 👉 TRAINING NEW HIRES 🎯 Ramp new hires quickly with structured sales processes and information 💙 “Recapped shows them how we structure information, so they get a practical view of how we handle deals.” Thank you Ikram and the Crobox team for sharing your story! 🤗 #sales #collaboration #productivity
SALES 👉 ??? During a recent user interview, Enterprise AE Ikram B. from Crobox highlighted the essential importance of collaboration between different departments. SALES 👉 MARKETING 🎯 Analyze content engaged by prospects to create effective marketing campaigns 💙 “I can see what materials resonate the most with prospects, and then I share that with marketing.” SALES HANDOFF 👉 CUSTOMER SUCCESS 🎯 Easily transfer ownership to CS for a seamless onboarding and implementation experience 💙 “The information is structured in a way that’s clear and easy to share, so the onboarding team can jump in without missing anything.” SALES ENABLEMENT 👉 TRAINING NEW HIRES 🎯 Ramp new hires quickly with structured sales processes and information 💙 “Recapped shows them how we structure information, so they get a practical view of how we handle deals.” Thank you Ikram and the Crobox team for sharing your story! 🤗 #sales #collaboration #productivity
Recapped 🎯 reposted this
Ent.Account Executive @ Crobox | Guided Selling | Helping brands learn what their visitors want in real time, personalizing their journey to the perfect product recommendation 🎯
⏰ Indecision can really slow things down when managing deals. Endless back-and-forths, shared docs, and trying to keep everyone aligned—it’s a lot. Using Recapped 🎯 has been a breath of fresh air. It keeps things organized and makes collaboration a whole lot easier for both me and my clients. No more digging through endless email threads. 🙌 Big thanks to Mark Fershteyn for the support and guidance along the way. If you’re in sales managing complex deals, this tool’s a game-changer. 🔥 #sales #salesmanagement #recapped
This Enterprise Account Executive increased sales velocity by: 1. Multithreading stakeholders organically from decision makers to end-users 2. Managing large enterprise deals effectively 3. Streamlining the customer journey from sales to onboarding “Recapped is like our Asana for external stakeholders—it keeps everyone on the same page and makes the process smoother for everyone.” - Ikram B. from Crobox Learn more: https://hubs.li/Q02SCq9y0
This Enterprise Account Executive increased sales velocity by: 1. Multithreading stakeholders organically from decision makers to end-users 2. Managing large enterprise deals effectively 3. Streamlining the customer journey from sales to onboarding “Recapped is like our Asana for external stakeholders—it keeps everyone on the same page and makes the process smoother for everyone.” - Ikram B. from Crobox Learn more: https://hubs.li/Q02SCq9y0
Recapped 🎯 reposted this
Hey, here’s a huge shoutout to some of the smartest players in the HubSpot ecosystem! Mark Fershteyn the CEO of Recapped 🎯 offers the best Mutual Action Plan solution for HubSpot CRM. Jason Azocar the CEO of HubSearch provides the best and most powerful talent in the HubSpot universe. Matt Bolian ⚡ the CEO of Supered⚡ brings massive enablement and automation capabilities to HubSpot. And Stuart Balcombe of ConnectedGTM is the absolutely undisputed top thought leader in the HubSpot community! Thank you all for being friends, colleagues and fellow travelers on this HubSpot journey! #HubSpot #CRM #Inbound24 #B2B #Boston #FutureOfBusiness #HubSpotPartner #CEO
🏆 HOW did the Sales Team at YML get the following results? 🏆 - Accelerated sales cycles - Improved forecast accuracy with data instead of hope - Enhanced buyer experience and engagement - Elevated their brand and professionalism - Ramped up new hires quickly - Boosted team morale and engagement 🎯 They did this: - Gave digital structure to streamline sales processes (MAPs) and methodologies for better execution, adoption, and accountability - Provided a collaborative environment for client engagement - Used buyer engagement analytics to get visibility - Evolved their use case for partnerships and referrals as well #sales #salesmanagement #salesleadership Read the case study here: https://hubs.li/Q02PJbjL0
Recapped 🎯 reposted this
🚀 For all my sales friends out there—ever felt like keeping everyone on the same page was harder than it needed to be? 🤔 A mutual action plan is a game-changer, but only if everyone can see and follow the steps, right? That's where Recapped.io comes in. It's been a game-changer for me, integrating smoothly with Salesforce and offering a super flexible platform that acts like a shared space for both customers and prospects. It's been a huge time saver and has made collaboration so much easier. 🙌 Big shoutout to Mark Fershteyn and the team at Recapped.io for building such an awesome tool that's really making an impact. If you haven't checked it out yet, I'd definitely recommend giving it a look!
YML's new sales hire sold their first deal in 10 days with Recapped. 🙌 “We knew that it was heating up because Recapped a day before, it just went bonkers.” We interviewed CEO Peter Dunn of Your Money Line about his team’s experience. “We were shocked that we went from Google Ad to Closed Contract in 10 days, but we had the insight to know it as possible because of the analytics within Recapped.” 💡 Creating a standardized process isn’t just helpful for seasoned sellers. “It's about to get the newer folks ramped and up to speed faster because they have something they can rely on.“ 🤯 “Imagine your first deal, the company you've been at for a month and a half, is a 10 day deal, which never happens around here. It would not have been possible without Recapped.” #sales #salesmanagement #salesleadership
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CEO @ Recapped. Remove friction for buyers and sellers with collaborative Deal Rooms. Finally get control and transparency in your pipeline.
As a sales leader at a $0-$10m startup, here’s the essential no-bs sales tech stack I would build for less than $500/month/rep. 𝟭. 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 (𝗖𝗥𝗠) Goal: Store all data and records through the customer lifecycle as a central database or “System of Record” ↳ Leader: Salesforce ($150/mo) ↳ Essential: HubSpot ($90/mo) though it’s rapidly climbing in popularity 𝟮. 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 Goal: Record and analyze sales calls for coaching and insights ↳ Leader: Gong ($200/mo) ↳ Essential: Fathom - AI Meeting Assistant ($30/mo) or literally a million others 𝟯. 𝗟𝗶𝗻𝗸𝗲𝗱𝗜𝗻 Goal: Find prospects, research accounts, and gain access to crucial data for identifying potential customers ↳ Leader: LinkedIn ($90/mo) has a complete monopoly here 𝟰. 𝗖𝗼𝗻𝘁𝗮𝗰𝘁 𝗘𝗻𝗿𝗶𝗰𝗵𝗺𝗲𝗻𝘁 Goal: Ensure you have the right emails and phone #’s to actually reach your contacts ↳ Leader: ZoomInfo ($200/mo) ↳ Essential: Apollo.io ($90/mo) 𝟱. 𝗦𝗮𝗹𝗲𝘀 𝗘𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁 Goal: Actually send emails and call your prospects to book meetings ↳ Leader: Salesloft ($200/mo) ↳ Essential: Apollo.io ($90/mo) 𝟲. 𝗗𝗲𝗮𝗹 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻 Goal: Project Manage your deals and guide buyers through complex processes with a client-facing Deal Room ↳ Leader: Recapped 🎯 ($100/mo) ↳ Essential: dealpad.io ($499/mo), Accord ($145/mo) 🚨 Warning: Neglecting this last layer is where most sales leaders go wrong! Here’s why: - Booking a meeting is only 5% of the buyer journey - Without a Deal Execution platform, you're managing the most critical 95% with countless emails, spreadsheets, slides, and chaos - This makes it hard for reps to actually follow your process, leading to stalled deals, poor visibility, and inaccurate forecasting - A Deal Execution platform helps guide buyers and sellers with a Mutual Action Plan, ensuring is everyone on the same page. Literally. 𝗕𝘂𝗶𝗹𝗱𝗼𝘂𝘁 𝘀𝗰𝗲𝗻𝗮𝗿𝗶𝗼𝘀: ↳ Premium Stack: Salesforce ($150/mo) + Gong ($200/mo) + LinkedIn Sales Nav ($90/mo) + ZoomInfo ($150/mo) + Salesloft ($150/mo) + Recapped ($100/mo) = $940/month per rep ↳ Budget-Friendly Stack: HubSpot ($90/mo) + Fathom ($30/mo) + LinkedIn Sales Nav ($90/mo) + Apollo ($90/mo) + Recapped ($100/mo) = $400/month per rep 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: - Focus on the buyer experience – remove friction, don't add it - Integrate tools for seamless rep workflows to maximize selling time - Prioritize process over content – adoption matters more than fancy features - Address bottom-of-funnel leaks first – they have the biggest impact on revenue ⛔️ Did you know that losing 1 bottom-of-funnel lead = losing 500 top-of-funnel leads? If you're spending $100/lead, losing a BOF deal is like losing $50,000 in TOF spend! What other tools do you find essential for your team? #sales #revops #salesprocess #b2bsales #customerexperience