The Challenge
Flying blind on revenue
Spreadsheets and scattered tools mean performance is subjective, market intelligence is lost, and reps optimize for vanity metrics. Deals die silently. You can't compare reps fairly or answer: where is revenue risk building up?
- 01Pipeline chaos—no structured visibility into deals, stages, or activity
- 02Subjective rep evaluation—no objective scoring or fair comparison
- 03Deals go stale without anyone noticing until it's too late
- 04Market signals lost—objections and close reasons buried in notes
The Solution
Drogo Sales CRM: Pipeline + Greg
A lightweight, pipeline-first CRM built inside Drogo Composer. Accounts, contacts, deals, activities, tasks—all structured. Greg, your AI sales ops assistant, runs daily pipeline analysis, rep briefings, and end-of-day updates. Connect revenue intelligence to the same platform that gives you workforce visibility.
Structured pipeline → Activity discipline → Greg AI ops → Market intelligence
What We Built
From lead to closed won—with AI ops built in
Pipeline-First CRM
Structured visibility from lead to close
- Accounts, Contacts, Deals—company-centric B2B pipeline built for SaaS sales
- Deal stages: Lead → Discovery → Qualified → Demo → Proposal → Negotiation → Closed
- Activity logging (calls, emails, meetings, demos) with automatic last-activity tracking
- Dashboard: pipeline value, win rate, deals by stage, activities by rep, stale deals
Activity Discipline
Objective performance, no vanity metrics
- Stale deal alerts when deals go 7+ days without activity—no silent pipeline death
- Low activity alerts surface reps who need support before it's too late
- Tasks linked to deals enforce follow-up discipline and next actions
- CRM syncs bidirectionally with Drogo taskboards—reps see tasks in one place
Greg: Your AI Sales Ops Assistant
Operational discipline on autopilot
- Daily Sales Pulse at 7:30 AM—stalled deals, missing next actions, discovery notes gaps
- Rep briefings at 8 AM (timezone-aware)—personalized priorities for each rep
- End-of-day pipeline update at 4:30 PM and weekly report every Friday
- Ask Greg: "Who's struggling?" or "Which deals should I focus on?"—instant rep health and lead priority
Closed Won → Implementation
Revenue doesn't leak at handoff
- When a deal closes, automation creates implementation tasks on your taskboard
- Kickoff Call, Data Integration, Admin Training, Go Live—all assigned automatically
- Smooth transition from sales to customer success without dropped balls
- Configurable taskboard and assignees—fits your onboarding playbook
Market Intelligence
Learn what wins and what doesn't
- Top objections, close reasons, pipeline by pain category—structured data, not gut feel
- Objective rep scoring: activity volume, consistency, deals advanced, conversion rate
- Fair evaluation for contract reps—rank by data, not politics
- Extract top 5 market objections and use them to refine messaging
AI Sales Ops
Meet Greg: Your AI Sales Operations Assistant
Greg doesn't replace your sales manager. Greg assists with operational discipline, insights, and reporting—so managers focus on coaching, not spreadsheets.
Daily Pipeline Pulse
Greg scans the CRM every morning and posts a report: stalled deals, missing next actions, discovery notes to complete. Managers see pipeline health in 60 seconds.
Rep Health & DMs
Ask "who's struggling?" and Greg surfaces activity counts, stalled deals, empty notes. Greg can DM reps with personalized nudges—linked to Drogo users.
Lead Priority
Reps ask "which deals should I focus on?"—Greg returns their top deals, prioritized by stage, value, and recency. Rep-specific, actionable.