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Flowla Blog
Keep up with the latest sales trends & Flowla updates.
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Flowla 2.0 Deep Dive: Your AI-Powered, Automated Revenue Engine
The powerful digital sales rooms that you love, now with a powerful automation engine under the hood, supported by AI agents and workflows that handle the tasks you hate. It ensures all of your core sales & CS tools are working as one connected system to enable a seamless execution.
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Stakeholder Mapping: How to Uncover Hidden Decision-Makers (and Get Their Buy-in)
In this post, we’ll break down what stakeholder mapping is, how to create a stakeholder map (and make it online with modern tools), and share practical steps to uncover hidden stakeholders and bring them on board.
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Highspot Pricing Guide: What You’ll Pay, Real Costs, and How It Compares to Alternatives
This guide pulls together what’s known about Highspot’s pricing, based on user reviews, procurement data, and real-world buyer reports.
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The 90-Day CRO Playbook: Audit & Action Kit for New Revenue Leaders
The 90-Day CRO Playbook to help new revenue leaders audit, align, and optimize in their first quarter to avoid growth stalls and drive results.
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The 5 Late-Stage Buying Signals That Matter (and How to Action Them)
In this post, we’ll break down the five critical buying signals Flowla surfaces at the late stage and how to use each one to accelerate deals instead of watching them stall.
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Trumpet vs GetAccept: A Complete 2025 Comparison
Cut through the noise with a head-to-head Trumpet vs GetAccept comparison of features, use cases, pricing, and what real users say to choose the best DSR for you.
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Getting Started with Revenue Enablement: Definition, Benefits, and Adoption Tips [2025 Guide]
In this guide, we explore the definition of revenue enablement, benefits, and best practices, and share a step-by-step guide to implement revenue enablement 2.0 in your organization.
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New in Flowla: AI Agents in Gmail Threads, New Workflow Recipes, and More
The overview of the latest Flowla updates, including AI agents in Gmail threads, new workflow recipes, and more.
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POC in Sales: How to Prove Value Faster with DSRs and Mutual Action Plans?
In this post, we’ll show you how Digital Sales Rooms and Mutual Action Plans can help de-risk your next sales POC and turn it into a predictable win.
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From Conversation to Close: Moving Deals Forward With Flowla and Fireflies AI Workflows
Learn how the Fireflies.ai & Flowla integration helps you turn every meeting into a follow-up that gets read by sharing recordings, AI summaries, and next steps in one shared space.
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Dock vs Aligned: What’s the Best DSR for Your Team?
In this post, we’ll break down Dock and Aligned feature by feature, compare their strengths and limitations, and highlight where each shines.
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How to Build a Winning Customer Success Plan? Best Practices & Free Template
In this post, we talk about the anatomy of an effective customer success plan and share steps and best practices for building one from scratch.
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How to Future-Proof Your Sales Enablement Strategy with Automation: Expert Tips
From overcoming common challenges to staying ahead of automation trends, experts share how automation is reshaping sales and what it means for your team’s success.
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Seismic Pricing Guide: Available Plans, Real Costs, and How It Compares to Alternatives
In this guide, we’ll break down what’s known about Seismic’s pricing model and explore the factors that drive the real total cost.
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How to Master Multithreading in Sales and Customer Success
In this guide, we explore the fundamentals of multithreading and provide practical tips to implement it in your sales and customer success processes.
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Flowla in Action: 4 Customer Success Workflows to Speed up Time to Value
Explore 4 key CS workflows to tackle anything, from messy sales-to-CS handoffs to last-minute QBR scrambles.
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What Are Manual Sales & Onboarding Processes Really Costing Your Team?
In this post, we’ll break down where the time really goes, what it’s costing you, and how Flowla puts that time – and money – back in your pocket.
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From Chaos to Clarity: Sales to Customer Success Handoff Guide [+ Template]
In this guide, we explore the role of sales handoff, share the templates you can replicate, and offer some pro tips to improve your own process.
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What It Really Means to Be a Founding AE in 2025: Data Insights and Tips from the Front Lines
What startups expect from Founding AEs vs. what the role actually looks like. Real data, honest lessons, and tips from those who’ve done it.
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The Rise of GTM Engineering (and What It Means for Your Sales Team)
This post explores the rise of GTM Engineering, how it fits into your existing sales structure, what it means for your stack, and why tools like Flowla are becoming foundational to the movement.
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Sales Enablement Software Guide 2025: Top 20 Tools Across 6 Categories
In this post, we break down the top sales enablement tools and highlight platforms that are bridging the gap between what sellers do and what buyers need.
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Flowla in Action: 5 Sales Workflows To Close Deals Faster
In this post, we’ll break down 5 Flowla sales workflows that reps and managers are using to close deals faster.
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How to Build a High-Touch Onboarding Process That Scales: Hands-on Guide
Explore the key definitions along with some tips to build a successful high-touch onboarding process for your customers.
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Highspot vs. Seismic: Which Sales Enablement Platform is Right for You?
Dive into a detailed comparison of Highspot vs. Seismic, covering features, usability, automation, training, analytics, and more to find out which sales enablement platform fits your team best.
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15 Sales Development Experts on How to Make Outbound Work in 2025 and Beyond
Predictions and suggestions on how to nail outbound sales from 15 sales thought leaders to meet the future challenges head-on.
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Flowla 2.0 Deep Dive: Your AI-Powered, Automated Revenue Engine
The powerful digital sales rooms that you love, now with a powerful automation engine under the hood, supported by AI agents and workflows that handle the tasks you hate. It ensures all of your core sales & CS tools are working as one connected system to enable a seamless execution.
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From MEDDIC to BANT: How AI Helps Teams Comply with Sales Methodologies
Discover how to turn sales methodologies like MEDDICC into repeatable workflows with automation and Digital Sales Rooms in Flowla.
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Cut the Clutter: How to Optimize Your RevOps Tech Stack for 2025
Explore how to assess, clean up, and rebuild your revenue tech stack with a clear strategy so you can do more with less and scale smarter.
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Trumpet vs Aligned Comparison: Which DSR Is Better for You?
This post breaks down how Trumpet and Aligned compare across the areas that matter most: Features, use cases, pricing, and genuine customer feedback.
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How to Scale Revenue Operations Without Scaling Headcount
In this blog, we’ll explore why old growth models fail, how modern RevOps teams are building lean engines, and specific strategies that unlock faster scaling without bloating headcount.
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15 Revenue Experts Share the Tactics to Enable Buyers and Close More Deals in 2025
To help you adapt and win more deals in 2025, we asked 15 revenue experts to share their predictions and tactics with us.
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Mastering Buyer Enablement: How to Empower Modern B2B Customers
Explore the role of buyer enablement in modern B2B sales and get a framework for building an effective strategy based on real-world examples.
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Top Customer Onboarding Tools for Smooth Product Adoption and Faster Time-to-Value
In this post, we explore some of the best client onboarding tools to increase your product adoption and accelerate time-to-value.
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Enterprise POC Playbook with 68% Win Rate
In this post, Viktor Hatfaludi shares his playbook to run Enterprise POCs with a 68% win rate from demo to closed won.
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Customer Collaboration Tools: Top Picks for 2025
Explore some of the popular client collaboration tools out there and learn the benefits of having a unified customer portal.
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Collaborative Sales in Action: Moving Beyond PDFs & Slide Decks
In this post, we break down why collaborative selling is here to stay, what you can do to adapt to this trend, and how software can help.
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Expert Tips and Best Practices to Nail Customer Onboarding in 2025
Leading Customer Success experts share their best strategies for delivering exceptional onboarding experiences in 2025 and beyond.
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Mutual Action Planning: In-Depth Guide for Sales and CS Teams
In this post, we talk about all the ways mutual action plans can help you at every step of the buyer’s journey and share tips to implement them effectively.
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15 Best Digital Sales Room Software: Side-by-Side Comparison & FAQs
In this exhaustive guide, we will answer the most common questions about DSR software and explore the most popular tools on the market to help you make the right choice.
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How to Boost Post-Demo Conversions with Effective Follow-Up Tactics
Explore some of the proven follow-up tactics to keep buyers engaged and boost conversions after the demo.
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Dealing with Buyer's Remorse: How to Prevent and Overcome It
In this post, we explore the causes of buyer’s remorse in SaaS and share practical strategies to prevent and overcome it through better alignment, clear communication, and proactive customer engagement.
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Flowla Is Now SOC 2® Compliant
Announcing that Flowla team has completed the System and Organization Controls TYPE II examination and is now SOC 2 compliant.
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Sales Efficiency in 2025: Smart Strategies for a New Era
We asked RevOps and enablement experts to share their strategies to maximize sales efficiency. From leveraging AI to refining engagement models, their insights reveal what it takes to stay ahead in 2025.
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How to Optimize B2B Buying Journey for Long-Term Revenue
If you want to improve your B2B buying journey but don’t know where to start, here’s everything you need to know about perfecting your B2B buying journey.
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How to Automate Onboarding Without Losing Personal Touch
In this guide, we break down how to automate onboarding without losing the human touch to scale efficiently without sacrificing customer experience.
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The Ultimate SDR-AE Playbook for Account-Based Prospecting
In this guide, we break down exactly how to achieve efficient SDR-AE collaboration — from defining roles to daily routines, best practices, and key takeaways that will elevate your results.
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MEDDIC Sales Methodology: Smarter Qualification, Bigger Wins
Dive into the MEDDIC sales methodology, its main principles, the companies that utilize it, and how you can determine whether it’s the right fit for your business.
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Project Management for Sales & Onboarding: Why Choose Flowla?
Explore the key differences between traditional project management tools and Flowla, a platform designed specifically for sales and onboarding needs.
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How to Maximize GTM Efficiency: Building a Roadmap for Growth
Dive into the GTM Efficiency Pyramid, a framework designed to help you streamline your strategy, maximize productivity, and drive growth across your revenue teams.
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New in Flowla: Clay Integration, Advanced Flow Security, and More
We’re excited to share the latest product updates packed with features designed to make your work simpler, faster, and more collaborative.
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Understanding the Role of CS Ops & CS Enablement
Look closer at the CS ops and enablement roles, learn about their responsibilities, and identify when companies need to start with the positions to improve the customer success strategy.
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Year in Review: 2024 Sales and CS Trends
As we’re nearing the end of 2024, it’s time we look back at what’s been happening in the sales/CS space and prep for what’s ahead.
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Customer Success Team Roles and Responsibilities
In this post, we explain the function of a customer success team and why every one of those particular roles and responsibilities is important.
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How to Stop Losing Winnable Deals and Reengage Stagnant Opportunities
In this post, we explore the common problems leading to stalled or lost deals and share tips to avoid that.
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Introducing Flowla AutoPilot: Fail-Proof Playbook Execution at Scale
Explore the new powerful automation capabilities in Flowla and what makes AutoPilot a game-changer for modern sales and CS teams.
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Sales Process Automation 101: How to Streamline and Scale Your Playbooks
In this guide, we’ll walk you through everything you need to know about automating your sales processes to streamline your sales efforts and accelerate growth.
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How to Build a Perfect Deal Room: Hands-on Guide
Whether you're new to digital sales rooms or you are an experienced user, here's a hands-on guide to build a perfect deal room.
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How to Boost Your Sales Velocity: 3 Strategies to Close Deals Faster
Let’s take a closer look at what drives sales velocity and how you can leverage these insights to improve your outcomes.
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The Importance of Online Scheduling Software in Sales Outreach
In this article, you'll learn about the current state of sales outreach, how efficient online scheduling software can speed up your sales process, and best practices for scheduling sales calls.
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CRO Tips to Run an Effective Team Call (+ Revenue Meeting Agenda Template)
In this post, we’re sharing our very own revenue team meeting agenda template for you to steal and adapt along with some pro tips to make your catch-ups effective and engaging.
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Proactive Churn Management: 10 Questions to Ask a Customer
Krist Faltorusso shares 10 essential questions that can help turn the sting of churn into a powerful learning experience.
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Sales Process Automation Software: 25 New Tools to Try in 2025
Explore some of the best sales automation tools out there (beyond the usual suspects) that can help you crush your sales goals for the years to come.
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New in Flowla: Gmail Integration, Email Customization, and Forms 2.0
We’re thrilled to share some major updates that will supercharge Flowla Forms and customization options for your client communication.
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Building Resilient Teams: The Role of Sales Training and Predictive Enablement™️
Christina Brady shares her thoughts on how to build resilient sales teams by integrating effective training, coaching, and Predictive Enablement™️.
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Mastering the JOLT Effect: How to Overcome Buyer Indecision and Drive Sales Forward
Explore a powerful strategy to move buyers from hesitation to action - the JOLT effect - and how to leverage it to overcome buyer indecision.
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20+ Sales Content Types for Every Stage of the Buying Cycle
Explore the sales content types for each one of the 4 stages of the buying cycle and how Flowla can make the process of sharing the right resources with your prospects easy and efficient.
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How to Prepare for a Sales Meeting? (+ Pre-Meeting Email Template)
This guide will help you zero in on where to spend your prep time so you can walk into every meeting ready to have a meaningful and impactful conversation that will convert to the next stage.
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Sales Enablement Strategy Guide: Roles, Key Elements, KPIs, and More
This guide will provide you with a clear understanding of sales enablement, its key components, and actionable tips to build a winning strategy.
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The Ultimate Reading List: 20+ Must-Read Sales and Customer Success Books
Whether you're interested in selling more, reducing churn, or turning your leads into users, we have an ultimate reading list featuring 20+ of the best sales and customer success books.
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Mastering First Value Delivery: Strategic Onboarding Frameworks
The post explores several effective frameworks for enhancing value through strategic onboarding along with the actionable steps to improve your current onboarding processes.
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CRO's Guide to Adopting New Software
From crafting compelling business cases to fostering a culture of continuous improvement, these tips will help you navigate the complexities of software adoption and lead your organization toward success.
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Building a Lean Tech Stack: 30+ Sales Tools for a Startup
In this post, we explore some of the top sales tools for small businesses and startups (including some expert recommendations) to help you build an effective tech stack on a budget.
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Onboarding Kickoff Meeting: Laying the Foundation for Customer Success
In this post, Nir Kalish dives deep into why the onboarding kickoff is so crucial, who should be involved, and how to structure the meeting to ensure you lay a solid foundation.
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New in Flowla: Internal Actions, New Variables, Templates, and More
Explore the new features in Flowla, from internal task management and new variable options to our revamped Templates tab and updated reporting features.
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Our 5-Step ABM Strategy for Pre-Seed Startups
In this guide, we explain everything about ABM to help you start from scratch and your next steps when implementing ABM strategy.
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Navigating the Common Challenges in Buyer-Seller Relationships [Research]
In this post, we will explore the key insights from our research to transform your approach and engage with buyers in a way that truly resonates.
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New in Flowla: Stage Visibility Settings, Improved Flow Analytics, Kanban View, and More
Right in time for the last push this quarter, we’re bringing you a fresh batch of product updates, focusing on enhancing control, visibility, and efficiency when working with Flowla.
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B2B Buying Committee: Common Roles and Strategies for Getting Buy-In
In this guide, we will dive into the modern buying committee and how you can navigate different roles to close the deal.
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How to Grow Your Revenue Through Customer Success?
Join us as we explore the connection between customer success and increased profits, uncover top tactics for customer growth, and highlight the true value of putting your customers first.
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New in Flowla: Forms, Deeper CRM Integration, Flow Engagement Reports, and More
This time, we’re rolling out forms, deeper CRM integration, and flow engagement reports as well as some smaller improvements to make your experience with Flowla even more enjoyable and impactful.
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7 Must-Have Types of Content for Customer Success
In this post, we explore the main reasons you should create content for your customer success teams and what exactly you need to create.
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From Pitch to Close and More: The Impact of Video in Sales
Explore how the strategic integration of personalized video and digital sales rooms can revolutionize each stage of the sales process, from initial outreach to post-sale onboarding and customer success.
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Customer Onboarding Challenges and How to Overcome Them [Research]
Discover recurring issues CS teams face with customer onboarding, based on our research, and explore strategies to overcome them.
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Exhaustive Guide to Sales Methodologies
Explore different types of sales methodologies with this exhaustive overview of the popular options to choose the right one for you and your sales organization.
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New in Flowla: Gantt Chart View, Custom Flow URLs, and More Updates
Welcome to the next round-up of the latest product improvements with the main focus on making your processes as hands-off as possible.
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How to Run Nearbound Sales in 3 Easy Steps
Learn how to leverage intel, influence, and introductions from ecosystem partners to drive 2-3x more revenue.
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13 Customer Success Metrics You Should Be Tracking
Explore 13 most common customer service performance metrics examples for you to know and track.
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35 Top Resources for RevOps Professionals in 2024
We've rounded up all the best RevOps resources out there, from experts and podcasts to newsletters and buzzing communities. Whether you're a seasoned RevOps whiz or just dipping your toes in, these resources have got your back.
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New in Flowla: Dynamic Variables, New Report Types, and More Updates
Our main focus this February was on more detailed reporting and automated content customization. So here's a brief walkthrough of everything we rolled out with the recent update.
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How We Run Discovery Calls at Flowla [+ Discovery Call Template]
Get our step-by-step guide on how to prepare for and conduct discovery meetings, including some pro tips, specific questions, and mistakes to avoid.
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How to Sell on LinkedIn: Strategies and Tools for Startups
In this post, we share the summary and key takeaways from the recent panel discussion on startup strategies to sell on LinkedIn.
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Top 15 Podcasts for Customer Success Professionals
With so many amazing podcasts out there, how do you separate the signal from the noise and find the best customer success podcasts? We did the work for you by making this list of our 15 top picks.
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How to Get Your First Customers, Step by Step — The Flowla Story
We know that selling a product requires consistent effort, but you need a strategy first. So we want to share our story and some tips on how to get your first customers in this guide.
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New in Flowla: Custom Flow Backgrounds, AI in Text Editor, and More
This round of updates features custom flow backgrounds, advanced editor with AI, detailed Slack notifications, and more.
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New in Flowla: E-Signatures, Zapier Integration, and More Updates
We’re starting 2024 on a high note with some of the HUGE product updates, including native e-signatures, Zapier integration, and more.
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Complex Selling Trends & Best Practices for 2024
Explore the major trends in complex selling and best practices to make it work in 2024, based on the insights from the top sales voices on LinkedIn.
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How We Doubled New Clients With Account-Based Outreach
Check out our 5-step guide to power up your cold outreach efforts and win more new clients with account-based selling (including an actual case study).
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New in Flowla: Workflows, Revenue Intelligence 2.0, and More
This time, we're happy to introduce some new automation features, more powerful reports, an editor that'll give you more flexibility, and more product updates.
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Selling in 2023: Key Challenges and Trends Shaping the Future
We've analyzed 1,000+ posts from the top LinkedIn sales voices to discover the most common challenges they faced in 2023.
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