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Sales Funnel Management Beyond the CRM

Driving sales to the win column requires more than a CRM SaaS platform. In healthcare B2B sales, the points of sale are more like a scatterplot of sales, consisting of a team of buyers, users, and other principals. These various stakeholders must come to an agreement that your solution can show results and fits nicely into the organization’s workflow. How to you create an efficient process for advancing sales opportunities from awareness to single advocacy to group buy-in to opportunity close. We’ll lay out how these founders turned their sales prospects into actual customers.


  • Ravat Bhutani, Sr. Management Consultant at Market Edge
  • Nick Culbertson, Founder of Protenus
  • Kevin Keenahan , Founder of Tissue Analytics
  • Gregor Hoffman, Founder of Genoa Telepsychiatry