Close Enterprise Deals Faster with BoldReach
Account-based selling with multi-stakeholder tracking. TCV/ACV pipeline management for complex B2B cycles. Proposal automation that turns 5-day SOWs into 2-hour turnarounds. BoldReach is the field sales CRM built for Indian IT services companies tired of losing deals to slow processes and scattered communication.
Why IT Services Sales Needs More Than a Generic CRM
Enterprise IT sales involves long cycles, multiple stakeholders, and complex proposals that no off-the-shelf CRM handles well.
Enterprise Sales Cycles That Stretch 3-12 Months
IT services deals involve multiple evaluation stages — discovery calls, technical assessments, proof-of-concept, commercial negotiation, legal review, and procurement approval. Each stage has different stakeholders with different priorities. Without structured deal tracking, opportunities stall in limbo and sales leaders have no visibility into what is actually progressing versus what is stuck.
Multiple Stakeholders with Competing Agendas
A single IT services deal can involve the CTO evaluating technical fit, the CIO assessing strategic alignment, procurement negotiating rates, finance approving budgets, and legal reviewing MSAs. Each contact has different concerns and decision timelines. Without multi-contact account management, reps lose track of who needs what and deals collapse due to one unconvinced stakeholder.
Scattered Communication Across Email, WhatsApp, and Calls
Enterprise account managers juggle client conversations across email threads, WhatsApp groups, phone calls, and video meetings. Critical requirements discussed on a call never make it into the CRM. A WhatsApp message about budget approval gets buried. When the account manager leaves or goes on leave, institutional knowledge walks out the door — and the deal resets to zero.
Proposals and SOWs Take Days to Assemble
IT services proposals require custom scoping — resource plans, technology stacks, delivery timelines, rate cards, case studies, and compliance certifications. Sales teams spend 3-5 days assembling each proposal from scratch, pulling content from old decks and emailing colleagues for inputs. By the time the proposal reaches the client, the buying momentum has cooled and competitors have already responded.
No Visibility into Field Meetings with Prospects
Enterprise sales teams conduct on-site meetings, product demonstrations, and workshops at client offices. Sales managers have no way to verify whether these meetings actually happened, how long they lasted, or what was discussed. Reps self-report meeting outcomes days later, and critical action items from client conversations are lost or misremembered.
Manual CRM Entry Kills Rep Productivity
Enterprise reps spend 2-3 hours daily on administrative tasks — logging meeting notes, updating deal stages, entering contact details, and filing activity reports. This is time stolen from actual selling. The result is either incomplete CRM data (reps skip updates) or exhausted reps who resent the system. Either way, sales leadership operates on stale, unreliable information.
Trusted by IT Services Sales Teams
Enterprise Sales Acceleration, Not Just Activity Tracking
From account-based multi-stakeholder management to AI-powered meeting intelligence, every BoldReach feature is designed for the realities of complex B2B IT services sales.
Account-Based Selling with Multi-Contact Management
Every enterprise account in BoldReach tracks all stakeholders — CTO, CIO, VP Engineering, Procurement Head, Finance Controller — with their individual roles, influence levels, and communication preferences. Map the buying committee, track engagement with each contact, and ensure no decision-maker is left unaddressed. When your champion changes roles, the account context stays intact for the next rep.
Complex Deal Pipeline with TCV/ACV Tracking
IT services pipelines need more than "Qualified > Proposal > Closed." BoldReach gives you configurable deal stages — Discovery, Technical Assessment, POC/Pilot, Commercial Negotiation, Legal/MSA Review, Procurement, Closed Won. Track Total Contract Value (TCV) and Annual Contract Value (ACV) separately. Weighted pipeline forecasting accounts for deal stage probability and gives sales leaders the revenue visibility they actually need.
Proposal Automation for SOWs and Commercial Offers
Build proposals in under 2 hours instead of 3-5 days. BoldReach proposal automation lets you assemble Statements of Work from pre-approved templates — select resource profiles, technology stacks, delivery milestones, and rate cards. Pull in relevant case studies and compliance certifications automatically. Generate polished commercial offers with proper formatting that match your brand standards. Version control ensures the client always sees the latest iteration.
Voice AI Meeting Notes After Client Demos
After every client meeting, demo, or workshop, your rep records a quick voice note while walking to the car. BoldReach AI transcribes it, extracts key details — technical requirements discussed, objections raised, competitor mentions, budget signals, next steps agreed upon — and automatically updates the account record. No more losing critical information between the meeting room and the next call.
Territory Management for Enterprise Accounts
Assign enterprise accounts by geography, industry vertical, or deal size tier. Prevent account overlap when multiple sales teams work the same market — one rep owns banking accounts in the west region, another owns the same vertical in the south. Clear ownership rules, transparent handoff protocols, and automated alerts when a prospect falls into disputed territory. Eliminate the confusion that costs deals.
GPS-Verified Client Visits and Meeting Logs
When reps visit client offices for demos, workshops, or stakeholder meetings, BoldReach logs the visit with GPS coordinates, timestamp, and duration. Sales managers see which accounts are getting face time and which are being neglected. Combined with voice notes, every client interaction builds a verifiable, searchable record that survives rep turnover and ensures continuity on long-cycle enterprise deals.
See How an Enterprise Account Record Looks
Every enterprise account in BoldReach captures the full buying committee, technology landscape, deal economics, and interaction history. Your rep walks into every meeting knowing exactly who they are talking to, what matters to them, and where the deal stands.
Track account tier, annual IT spend, current vendor landscape, contract values, and all stakeholder relationships — all in one unified record that ensures continuity across long sales cycles and team transitions.
Key Features for IT Services Sales Teams
The six BoldReach features that IT services sales leaders rely on most — each designed for the complexity, velocity, and accountability demands of enterprise B2B selling.
Lead Intelligence for Enterprise Prospecting
Score and prioritize enterprise prospects based on company size, IT spend, technology stack, and engagement history. Identify accounts with the highest conversion potential. Track buying signals — budget cycles, vendor contract renewals, digital transformation initiatives — so your team pursues the right opportunities at the right time.
Learn MorePipeline Management for Complex B2B Cycles
Configurable deal stages that mirror how IT services are actually sold — from initial discovery through technical evaluation, commercial negotiation, and procurement. Weighted forecasting by deal stage, TCV/ACV tracking, stale deal alerts, and executive pipeline reviews with drill-down into individual opportunities.
Learn MoreProposal Automation for SOWs
Assemble Statements of Work, commercial proposals, and rate card documents from pre-approved templates in under 2 hours. Pull in resource profiles, technology stack details, delivery milestones, and relevant case studies. Version control, approval workflows, and client-ready formatting that matches your brand.
Learn MoreAnalytics for Sales Leadership
Visual dashboards showing pipeline health, win/loss analysis, deal velocity by stage, rep productivity, and revenue forecasting. Drill down by vertical, account tier, geography, or rep. Identify bottlenecks in your sales process and make data-driven decisions about resource allocation and territory planning.
Learn MoreVoice Notes for Meeting Intelligence
After every client demo, technical workshop, or stakeholder meeting, reps record a quick voice note. BoldReach AI transcribes it, extracts requirements, objections, competitor mentions, budget signals, and next steps — then auto-updates the account record. No manual CRM entry, no lost meeting context.
Learn MoreEmail Campaigns for Account Nurturing
Run targeted campaigns for different segments — CTO-level thought leadership, procurement-focused case studies, technical deep-dives for engineering leads. Segment by industry vertical, deal stage, account tier, and engagement history. Track opens and clicks to trigger timely sales follow-ups when prospects re-engage.
Learn MoreClose Enterprise Deals Faster with BoldReach
Join IT services companies across India who replaced scattered spreadsheets and generic CRMs with account-based selling, AI-powered meeting intelligence, and proposal automation built for complex enterprise sales cycles.