If you work in a growing SaaS company and “go to market” is more than just a buzzword, you know how messy things get. Leads fall through the cracks. Sales and marketing step on each other’s toes. You spend more time wrangling spreadsheets than actually moving deals forward.
Here’s the good news: You don’t need another bloated “all-in-one” platform or a month-long implementation project. You just need a way to connect the dots between your leads, your team, and your tools. That’s where Encharge comes in. Let’s get real about what it actually does—and how it can save you time, money, and headaches.
The Real Problems with Go To Market Workflows
Before we get to the fix, let’s call out what’s broken:
- Lead handoff is clunky. Marketing hands off leads to sales, but info gets lost, timing is off, and nobody’s sure who owns what.
- Follow-ups slip through. You’re relying on someone to remember to send that email or nudge that account.
- Manual busywork everywhere. Copy-pasting lists, updating CRMs, reminding folks to follow up… it’s endless.
- Data is all over the place. Your CRM, email tool, and product analytics don’t talk to each other, so you’re always guessing.
If this sounds familiar, you’re not alone. Most SaaS teams stitch together tools and hope for the best. The result? Opportunities get missed, and the team wastes time.
What Encharge Actually Does (No Hype)
Encharge is a marketing automation tool built for SaaS companies. Here’s the honest version:
- It connects to your stack. Think: your CRM, product, billing, and email tools.
- It automates lead flows and team alerts. No more manual handoffs or “Did you see this?” Slacks.
- It helps you segment, score, and nurture leads. Not just blast emails, but actually move folks down the funnel.
- It tells you who’s ready for sales—and who isn’t. Based on real product usage, not just a form fill.
It’s not going to magically make your product viral or write perfect copy for you. But it will cut out a lot of the grunt work that slows down your go-to-market process.
Step-by-Step: How To Streamline Your B2B Workflows with Encharge
You don’t need to boil the ocean. Here’s how to get the basics working—fast.
1. Connect Your Tools (Don’t Overthink It)
Encharge integrates with most of the tools you’re already using: HubSpot, Salesforce, Intercom, Stripe, Zapier, and more. The idea isn’t to rip and replace, just connect.
How to do it: - Pick one or two tools to start—your CRM and your product database (or Stripe, if billing is your “source of truth”). - Use Encharge’s built-in integrations. Most are point-and-click; no dev required for the basics. - Do a test sync to make sure data is flowing in (contacts, events, properties).
Pro tip: Don’t connect everything on day one. Start small so you can actually see what’s happening and fix issues before you scale.
2. Build Simple Lead Routing Flows
This is where things usually get messy. Marketing wants to pass leads to sales at the right time, but “the right time” is always up for debate. Encharge can automate these handoffs.
How to do it: - Set up a workflow: “If someone signs up and triggers [key event], assign them to [sales owner] and send a Slack/CRM alert.” - You can use filters like company size, job title, or product usage. Don’t get too fancy—start with one or two rules. - Make sure sales knows how to spot these leads in their CRM. (Add a tag or note automatically.)
What to avoid: Don’t try to “score” every possible lead behavior out of the gate. Lead scoring is helpful, but not if it turns into a science project.
3. Automate Nurture and Follow-Ups
Most teams do a terrible job here because follow-up is nobody’s job—or everybody’s. Encharge lets you set up nurture tracks without making your emails feel like spam.
How to do it: - Create a simple sequence: a welcome email, a helpful resource, and a check-in from sales a few days later. - Use triggers based on real actions (opened an email, used a feature, hit a usage milestone). - If someone doesn’t respond, pause the cadence or move them to a different track. No need to bombard them.
Pro tip: Review your nurture flows monthly. Delete what’s not working. Don’t be afraid to keep it short—quality beats quantity.
4. Keep Your Team in the Loop (Without Micromanaging)
People ignore email alerts. They miss CRM tasks. Encharge can send notifications in Slack, update fields in your CRM, or even ping someone in your product.
How to do it: - Set up team alerts for high-value actions (like “signed up for a demo” or “invited 5 teammates”). - Route alerts to the right person—not just a group inbox. - If you use Slack, send a direct message instead of a noisy channel notification.
What to ignore: Don’t set up alerts for every little thing, or people will start tuning them out. Focus on signals that actually matter.
5. Measure What Matters (And Don’t Drown in Data)
Encharge gives you dashboards and reports, but the goal isn’t to watch vanity metrics. Focus on what moves the needle.
How to do it: - Track how many leads make it from signup to qualified to closed. - Look for bottlenecks—where are leads getting stuck or ignored? - Use the data to have real conversations with your team about what’s working and what’s not.
Pro tip: Don’t get sucked into report-building for its own sake. Pick 2-3 KPIs, check them weekly, and move on.
What Works, What Doesn’t, and What to Ignore
Let’s be honest—no tool is magic. Here’s what you should know before you dive in:
What works: - Automating routine stuff (hand-offs, reminders, nurture) frees up your team’s time. - Centralizing your workflows means fewer missed opportunities. - Quick, no-code setup gets you up and running fast.
What doesn’t: - “Set it and forget it” doesn’t exist. You’ll need to tweak flows and update content as your product and team evolve. - Over-automating makes you sound robotic. Real people still want a human touch. - Encharge isn’t a replacement for your CRM or your sales process—it just helps you glue things together.
What to ignore: - Fancy “AI” features or promise of “hyper-personalization at scale.” Get the basics right first. - Building out every possible workflow before you know what actually works for your team.
Keep It Simple—Then Iterate
Encharge can save you hours of manual work and a ton of frustration, but only if you keep things simple to start. Automate the boring stuff, connect your tools, and make sure everyone knows what’s happening and when. Don’t chase shiny features. Just build the workflows that solve your real problems—then tweak and grow as you go.
Your team (and your future self) will thank you.