If you’re in B2B sales, you know the drill: too many tools, not enough actual help. Everyone promises to make sales easier or “transform buyer engagement,” but most of the time it’s just more dashboards and more work. So, where does Buyerassist actually fit? Is it just another platform with big claims, or does it do something genuinely useful for sales enablement and buyer engagement? Here’s the real story, minus the fluff.
Who Should Actually Care About Buyerassist?
Let’s get specific. Buyerassist is built for B2B sales and go-to-market (GTM) teams who deal with long, complicated sales cycles. If your deals involve multiple stakeholders, endless email threads, and lots of “where’s that file?” moments, this is in your wheelhouse. It’s not a fit for quick transactional sales or teams who don’t want to rethink their process.
You’ll get the most out of Buyerassist if:
- You sell big-ticket items (think SaaS, enterprise software, or complex services)
- Your deals run 30+ days and involve multiple buyers
- You care about giving buyers a clearer path through the mess
- You’re tired of losing deals to confusion or lack of follow-up
If you’re a solo rep or your buyers just sign up on your website, you can probably skip it.
What Buyerassist Claims to Do
Buyerassist markets itself as a “collaborative workspace” for buyers and sellers. Translation: it’s a shared digital hub where you and your customer can actually see what’s going on in a deal — think mutual action plans, shared documents, mapped-out next steps, and a single spot for back-and-forth.
The promises:
- Fewer dropped balls: Everyone knows what’s next, what’s missing, and who’s responsible.
- Shorter sales cycles: By removing confusion, deals are supposed to move faster.
- Better buyer experience: Buyers feel guided rather than chased.
That’s the pitch. But does the reality match the marketing?
How Buyerassist Actually Works (and Where It Shines)
1. Mutual Action Plans That Don’t Suck
Most teams try to keep track of who needs to do what with a spreadsheet or a PDF. It gets messy fast. Buyerassist’s “mutual action plans” are interactive checklists you share with your buyer. Both sides can see tasks, deadlines, and ownership in real-time. No more, “Did you ever get that contract?” confusion.
Why it’s good: - Dead simple to update. Drag-and-drop tasks, assign owners, and set deadlines. - Both sides can comment and mark things complete. - Email notifications keep everyone honest.
What’s not so great: - If your buyer doesn’t want to log in or participate, it quickly becomes one-sided. - Some teams will find the templates rigid — you’ll want to customize.
Pro tip: Set expectations early. If you introduce the mutual action plan as “how we keep deals moving,” buyers are more likely to buy in.
2. Centralized Deal Room = Less Email Hell
Buyerassist gives each deal its own “room.” All the documents, meeting notes, and conversations live here. It cuts down the endless email threads and makes it clear what’s been shared.
Why it’s good: - No more hunting for the right version of a proposal. - Easy for new stakeholders to get caught up.
The catch: - It’s only as good as what you (and your buyer) put in. If people stick to email out of habit, this becomes just another platform to update. - Some buyers are wary of “portals” — especially if they already use a bunch of tools.
3. Buyer Engagement Tracking (But Don’t Expect Magic)
Buyerassist shows you who’s looking at what, which tasks are stuck, and where buyers drop off. This is helpful for spotting stalled deals.
Why it’s useful: - You can see, for example, that legal hasn’t opened your contract yet. - Early warning if a stakeholder goes silent.
Don’t get your hopes up: - It won’t tell you why someone’s disengaged. You still need to do the work. - There’s some “creepy” factor for buyers — be transparent about what’s tracked.
4. Integrations: Covers the Basics, But Check Your Stack
Buyerassist connects with most big-name CRMs (Salesforce, HubSpot), email/calendar tools, and a handful of document platforms. Syncing tasks and notes is straightforward.
- Solid: Salesforce integration is smooth; automatic syncing of deal progress.
- So-so: Deeper integrations (custom objects, niche CRMs) are hit or miss. If you have a Frankenstein stack, double-check before you commit.
5. Analytics: Good Enough for Most, Not for Data Nerds
You’ll get dashboards that show deal velocity, engagement metrics, and bottlenecks. It’s enough to spot trends, but don’t expect Tableau-level slicing and dicing.
- If you want to know “Which steps do buyers always stall on?” — it’s there.
- If you want to do deep cohort analysis or custom reports — you’ll outgrow it fast.
What Buyerassist Does Not Fix
Let’s be real: no tool solves foundational sales problems. Buyerassist won’t help if:
- Your sales process is unclear or non-existent
- Reps and buyers refuse to use it
- You’re just chasing activity metrics
It’s a workflow tool, not a sales strategy. Garbage in, garbage out.
When Buyerassist Makes Sense (and When It Doesn’t)
Worth considering if:
- Your deals are stalling because buyers are overwhelmed or lost
- You want a single place to track deal progress, files, and next steps
- Your team is mature enough to drive adoption (internally and with buyers)
Probably not worth it if:
- Your buyers are resistant to new tools or won’t collaborate digitally
- You sell lower-priced products with fast sales cycles
- Your sales process is still chaos — fix that first
Pricing: Not Cheap, But Not Outrageous
Buyerassist prices on a per-user or per-deal basis, depending on plan. It’s not bargain-bin, but it’s in line with other sales tech. Expect to talk to sales for an actual quote.
Watch out for: - Minimum seat requirements - Extra charges for integrations or premium support
Don’t sign up expecting a magic ROI — pilot it on a few deals first.
Real-World Tips for Getting Value From Buyerassist
- Start Small: Roll out Buyerassist on one or two key accounts before blasting it to the whole team.
- Train Your Buyers: Don’t assume they’ll “get it” — walk them through the workspace the first time.
- Customize Templates: The default action plans are fine, but tailoring them to your sales process makes them actually usable.
- Get Exec Buy-In: If leadership isn’t using it to track deals, reps won’t either.
- Don’t Forget the Human Side: Use the platform to simplify, not complicate. If it feels like a chore, you’re overdoing it.
The Bottom Line
Buyerassist isn’t a silver bullet, but it’s a genuinely useful tool for B2B teams dealing with complex deals. If you’re sick of losing track of who’s doing what, or you want to make life easier for your buyers, it’s worth a look. Just don’t expect it to fix broken processes or force your buyers to care.
As with any tool, keep it simple. Start with your trickiest deals, see what works, tweak as you go. The fancy features are nice, but the basics — clear next steps, shared documents, honest communication — are where the real value is.