A Sydney SaaS startup with 3 people. All sales knowledge in the founder's head. New hires had zero visibility. Here's how they fixed it.
Alex (the founder) had been doing all the sales himself for 18 months. Every conversation, every demo, every follow-up. It was working, but it wasn't scalable.
He hired two sales people. Then realized:
He looked at Salesforce and HubSpot. Both wanted $100+ per user per month and would take weeks to configure. As a startup, they needed something that worked today, not next quarter.
Alex was clear: "I need my new hires to see every conversation. I need to know which deals they're working. And I need it to work without spending two weeks on setup."
They needed instant knowledge transfer. A system that let the team sell together instead of in silos.
Day 1: Alex connected his Gmail and imported 312 contacts from Notion. All his existing conversations were now visible.
Days 2-3: The two new hires connected their Gmail accounts. Suddenly they could see the full history of every deal Alex was handing off.
Days 4-5: Set up their pipeline stages (Demo Request → Demo Completed → Trial → Negotiation → Closed) and configured round-robin assignment for new demo requests.
Days 6-7: Team established a daily standup around the Action Board. Everyone could see who needed follow-up and why.
Within 4 months:
Pipeline grew from $140K to $420K in total opportunity value. The team could handle more conversations simultaneously without losing track.
Demo-to-trial conversion improved from 23% to 52%. The Action Board's follow-up reminders ensured every demo was followed up within 24 hours.
Per week for Alex. No more manual updates. No more answering "what's the status of X deal?" questions. Full conversation history eliminated interruptions.
New hires reached full productivity in 3 weeks instead of the typical 8-12 weeks. Access to complete conversation history accelerated their learning.
Ralivi let us scale from founder-led sales to a real sales team in weeks, not months. Our new hires were productive immediately because they could see every conversation and knew exactly who to follow up with. It's the only CRM that doesn't slow down a startup.
Alex gained complete visibility into team activity without micromanaging. Weekly pipeline reviews became data-driven discussions instead of status update meetings. He could see exactly which deals needed his attention and which ones the team had covered.
CloudSync didn't need an enterprise CRM. They needed to get sales knowledge out of the founder's head and into a system the whole team could see.
Ralivi made the transition from founder-led to team selling painless. No lengthy setup. No expensive consultants. Just connect your inbox and start selling together.
Connect your inbox and start getting your daily action list.