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Solutions · Scale-ups

Grow the team, not the tool bill.

Going from three reps to thirty breaks the tools that got you here. Workloom gives managers routing, coaching and a forecast from live deals, and gives every new rep a queue that works on their first day.

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A team plans on a board of sticky notesA team meets around a whiteboardColleagues give each other high fives
Your pods · swipe to switch

A My team view shows its calls, connects, meetings and stale deals.

An example workspace.

Adding a rep

What a new hire’s first week looks like.

  1. MondayTwo colleagues shake hands across a tableInvited with a role and a pod.They see their accounts and nothing else.
  2. TuesdayTwo colleagues compare notes on their laptopsThe course, then a sandbox to practise in.They finish the University course before they touch a live account.
  3. WednesdayA woman in a headset works at her deskTheir first work session.A queue of warm callbacks and follow-ups, with the brief and the script in one place.
  4. FridayA team cheers together in the officeTheir manager reviews their calls.With Wren’s coaching notes, and the call where a teammate won.

A sales manager’s day at thirty reps, before and after.

Before
  • Every new rep is set up by hand across four tools, and takes weeks to be useful.
  • Pods run their own spreadsheets because the CRM has one process for everybody.
  • Coaching happens when someone has time to listen to a call.
  • Sales, marketing and support each hold a different version of the customer.
With Workloom
  • A new rep is invited with a role and a pod and sees their accounts and nothing else.
  • Stages, required fields and task types can differ by pipeline and team.
  • A My team view shows each pod’s calls, connects, meetings and stale deals.
  • One record per person is shared by sales, marketing and support.

The apps and the pack you would use.

Start fromSales packThe Sales pack gives each pod a queue and a pipeline. Add Website, Forms and Support as marketing and support join the same record.See the packs and plans

Workflows you would run

A new rep’s first week

  1. Invite them with a role and a pod.
  2. They finish the University course, then practise in a sandbox.
  3. Their first work session is a queue of warm callbacks and follow-ups with the brief and script in one place.
  4. Their manager reviews the calls with Wren’s coaching notes.

Two pods, two processes

  1. Give the outbound pod its own stages and required fields.
  2. Keep the inbound pod on the shared process.
  3. Nest teams from company to region to pod.
  4. Managers see their pod and everything below it, and nothing else.

Keep HubSpot where marketing needs it

  1. Run sales in Workloom.
  2. Changes made in Workloom are pushed to HubSpot, one way.
  3. HubSpot never overwrites Workloom.
  4. Move the other departments when they are ready.

What Wren does for a growing team.

  • Writes coaching notes from each call and finds the call where a teammate won.
  • Flags deals that are stuck against each rep’s own pace, with the reason.
  • Drafts follow-ups and sequence steps so reps review instead of write.

What people ask first

Can we run several pods with different processes?

Yes. Stages, required fields and task types can differ by pipeline and team.

How do managers see their team?

A My team view shows calls, connects, meetings and stale deals for their pod and everything below it.

Can we keep our CRM for other departments?

Yes. Keep HubSpot for marketing or support, and Workloom updates it one way so nothing is overwritten.

How are seats priced?

Each plan includes a number of reps, and you can add seats as you hire. See pricing for the details.

Double the team, keep one tool.

Ramp time you can measure, a forecast without the Friday chase, and coaching from what happened today.

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