ZUUZ
Sign InBook a demo

Free White paper · 4 pages · PDF

Why IT Services Firms Miss Pipeline Already in Motion

Your team is moving deals forward in conversations. Your CRM may not reflect the work already happening.

What’s inside

  • Where pipeline hides in IT services: RFP replies, partner referrals, renewals and multi-threaded deals
  • Why reminders and mandatory CRM fields do not fix missing conversations
  • A human-approved way to surface deal signals, with a $120K example surfaced in 72 hours

Written for IT services sales leaders and RevOps.

Get your free white paper

A work email is required. We use it to send this resource and follow up about ZUUZ. No spam, unsubscribe anytime.

Preview of the Hidden Pipeline in IT Services PDF

About this white paper

Picture a prospect sending an RFP on Friday. Your account manager replies with questions, receives the requirements and starts coordinating a response. By Monday, the opportunity is moving. But nobody created the deal in your CRM.

This happens across IT services sales. Partner introductions land in personal inboxes. Renewal discussions happen between delivery managers and clients. Multiple stakeholders join a conversation before anyone updates the CRM. The work is real. The record is missing.

Frequently asked questions

Does ZUUZ replace our CRM?
No. ZUUZ is an AI layer on top of your existing CRM. It works with Salesforce, HubSpot, Zoho, Attio and Pipedrive.
Can ZUUZ capture conversations beyond email?
Yes. ZUUZ also captures LinkedIn messages, Microsoft Teams meetings, CallTrackingMetrics call transcripts, and replies from Apollo.io and Smartlead.
Can ZUUZ update an opportunity without rep approval?
No. Every proposed CRM update goes to a rep to approve, edit or dismiss. Nothing is written until approval.
What does the Pipeline Discovery Challenge show?
It connects to your sales inbox and shows pipeline your CRM never recorded, with results in 72 hours.

Related

More resources