If you work in B2B sales, you know the chaos: endless email threads, version control nightmares on shared docs, and “collaboration” that’s mostly people stepping on each other’s toes. Growth is good, but it makes the cracks wider—and suddenly, what worked for five reps falls apart with fifteen. If you’re in that spot, this guide’s for you.
Let’s dig into how Buyerassist actually helps growing B2B sales teams pull their go-to-market (GTM) efforts together, where it delivers, and where you’ll still need to watch your step.
Why B2B GTM Collaboration Breaks Down as Teams Grow
Before we get tactical, let’s be real about what goes wrong as GTM teams scale up:
- Too many cooks: More sales reps, more marketing folks, more customer success… Everyone’s got “their way.”
- Scattered intel: Key info lives in six tools and nobody’s sure what’s current.
- Longer cycles: Deals drag out because buyers are confused, sellers are guessing, and marketing is shouting into the void.
- No single source of truth: Everyone thinks they’re “aligned,” but nobody’s looking at the same playbook.
You’ve probably tried to fix this with Slack channels, shared drives, or optimistic process docs. These are Band-Aids, not cures.
What Buyerassist Promises (and What It Actually Does)
Buyerassist sells itself as a workspace for GTM teams to collaborate with buyers and with each other—in one place. Sounds good, but here’s what that really means in practice:
- Shared workspaces: Every deal gets a hub for shared docs, timelines, and action items.
- Playbooks and templates: Standardizes how your team sells (if you actually use them).
- Internal and external collaboration: Talk to buyers and your own team, without the usual tool-hopping.
- Progress tracking: See where deals get stuck—no more “I thought you followed up with them?” moments.
What Buyerassist isn’t: It’s not a CRM (it sits on top of yours), not a project management suite, and it won’t magically make reps want to follow process.
Step 1: Setting Up Buyerassist Without the Headaches
Getting started is usually where collaboration tools fall apart. If you’re wondering if Buyerassist will be “another tool to update,” here’s what you need to know.
What works: - Integrates with Salesforce (and a few others): No double-entry if you set it up right. - Templates mean less reinventing: Use their playbooks to kick off, then tweak as you learn.
What to watch for: - Change management is real: If your team ignores process now, Buyerassist won’t fix that overnight. - Integration limits: If you use a less-common CRM or a Frankenstein tech stack, expect hiccups.
Pro tip: Don’t try to roll out every feature on day one. Pick one or two high-friction workflows (like mutual action plans or onboarding checklists) and nail those first.
Step 2: Bringing Sales, Marketing, and CS Together (for Real)
The promise is that everyone can “collaborate in one place.” In reality, here’s where Buyerassist helps—and where it doesn’t:
Where it delivers: - Shared deal rooms: Everyone sees the same doc, version, and next steps. - Buyer collaboration: You can invite buyers in, so they’re not lost in a sea of PDFs and emails. - Internal notes: Keep your back-channel chatter separate from what the buyer sees.
Where it falls short: - Old habits die hard: If your teams are already siloed, don’t expect magic. Someone still has to drive the process. - Marketing still needs their own tools: Buyerassist isn’t a replacement for your marketing automation or content platforms.
Quick wins: - Use mutual action plans to agree on steps with the buyer (and actually track them). - Set up handoff templates so CS knows exactly what sales promised.
Step 3: Making Buyer Collaboration Less Painful
Buyers don’t want another login. They don’t want to “collaborate” on your terms—they want to get answers and move on. Here’s how Buyerassist stacks up:
What works: - Simple buyer portals: Buyers get one link for docs, timelines, and contacts. - Clear action items: Assign tasks to buyers (and yourselves) with due dates. - Version control: No more “which doc is the latest?” nightmares.
What to ignore: - Over-customizing: Don’t drown buyers in tabs, widgets, or process for process’s sake. - Forcing buyers into your workflow: Use Buyerassist to make it easier for them, not harder.
Pro tip: Test your buyer experience by sending a plan to someone outside your company. If they’re confused, so are your real buyers.
Step 4: Tracking Progress (and Actually Doing Something With It)
Collaboration tools love dashboards. But most teams don’t look at them, or they’re full of vanity metrics. Buyerassist gets some things right here:
Good stuff: - Deal health: See bottlenecks—like buyers who haven’t engaged in a week, or steps that always get skipped. - Activity tracking: Who’s doing the work (and who’s MIA). - Rollup views for managers: Spot stuck deals without grilling your team.
Less useful: - Generic charts: If it looks pretty but doesn’t change what you do tomorrow, skip it. - Overkill reporting: You don’t need a report for every metric. Focus on what actually drives deals forward.
Pro tip: Use Buyerassist to spot patterns—like deals always stalling at legal review—then fix the real issue, not just the dashboard color.
Step 5: Keeping It Simple (and Avoiding Tool Sprawl)
Here’s the dirty secret: Any collaboration tool, even a good one, can become clutter. How do you keep Buyerassist useful and not just “another login”?
- Limit your templates: Don’t turn every process into a 12-step wizard. Start simple, then add complexity if you need it.
- Review every quarter: What’s being used? What’s collecting dust? Kill what’s not helping.
- Get feedback from the front line: If reps or buyers aren’t using it, find out why—don’t just blame “adoption.”
Pro tip: Appoint a “process owner”—someone who actually cares about this stuff—to keep things clean and up to date.
The Honest Take: Is Buyerassist Worth It?
Buyerassist can absolutely help if:
- You’re growing fast and the old way isn’t cutting it.
- Your deals involve multiple teams and buyers who need hand-holding.
- You’re willing to drive adoption and keep things tidy.
It’s not a silver bullet. If your team hates process, or if you’re not willing to kill off redundant tools, it’ll become just another icon on the desktop.
What to skip: Don’t use Buyerassist as a hammer for every nail. It’s not your CRM, not your marketing suite, and not a fix for a broken culture.
Bottom Line: Keep It Simple, Iterate, and Stay Human
Collaboration is messy, especially in B2B sales. Tools like Buyerassist can help, but only if you’re honest about your bottlenecks and keep your process lighter than your headcount.
Start with one or two key workflows, get feedback, and adjust. Don’t fall for shiny dashboards or “alignment” for its own sake. Your buyers (and your team) will thank you for it.