If you’ve ever spent hours wrangling a clunky CRM, trying to pull together enough info to run a solid B2B campaign, you know the pain. The promise was “automation” and “insight.” The reality? Spreadsheets, manual data entry, and more tabs open than you can count. If you’re tired of the CRM treadmill and want to actually move the needle on your go-to-market, this guide is for you.
I’m going to break down how Loxoapp claims to cut through the noise—and, more importantly, where it actually delivers compared to the CRMs you probably know (think Salesforce, HubSpot, or Pipedrive). We’ll look at what’s real, what’s fluff, and how you can get what you actually need: a sales process that doesn’t fight you every step of the way.
Why Traditional CRMs Fall Short for B2B Go-To-Market
Let’s start with the elephant in the room: most CRMs weren’t built for modern B2B sales. Here’s where they tend to trip up:
- Busywork Overload: You spend half your day logging calls and updating fields, not actually selling.
- Fragmented Data: Your leads, emails, and notes live in different tabs or even different tools.
- Rigid Processes: You’re forced into their workflows, even if they don’t fit your business.
- Reporting Headaches: Want a custom pipeline view? Get ready to fight the filter system.
- Slow Ramp-up: New reps take weeks (or months) to get comfortable. Meanwhile, deals stall.
Traditional CRMs are fine for recording what happened. But for actually running a coordinated, repeatable go-to-market strategy? That’s a patchwork of hacks and spreadsheets.
What Makes Loxoapp Different (and What Doesn’t)
Loxoapp pitches itself as an “all-in-one” platform for B2B go-to-market teams. But let’s get specific—what actually sets it apart?
What Loxoapp Gets Right
- Integrated Data Sources: Instead of jumping between LinkedIn, your inbox, and paid databases, Loxoapp pulls in leads, contact info, and company data automatically.
- Automated Outreach: Built-in email and SMS campaigns mean you can sequence contacts without duct-taping five tools together.
- Candidate/Account Matching: Loxoapp uses matching algorithms to surface good-fit leads, not just dump you a list of names.
- Pipeline Visuals That Don’t Suck: Their drag-and-drop pipeline is actually usable, and you can tailor views to your team’s process.
- Faster Onboarding: The interface is less intimidating than Salesforce, so new reps can get going quickly.
- Built for Outbound: Most CRMs were built around inbound. Loxoapp’s workflows are designed for proactive outreach, not just tracking what comes in.
Where It’s Still a CRM (and That’s OK)
- Customization is Limited: If you need extremely custom objects, automations, or integrations, you’ll still hit walls.
- Reporting Can Be Basic: You get the core metrics, but power users might find some gaps in advanced analytics.
- Not for Everyone: If your sales motion is 80% inbound and handled by marketing, you might not need Loxoapp’s outbound focus.
Pro tip: Don’t switch just because something’s “AI-powered.” Run a pilot with your actual data and see if it saves your team time.
Step-by-Step: Using Loxoapp to Streamline B2B Go-To-Market
Let’s get practical. Here’s how you’d actually use Loxoapp to run a smarter, faster go-to-market play—compared to the old-school CRM approach.
1. Building Your Target List
Traditional CRM: - Export lists from LinkedIn or ZoomInfo. - Clean up spreadsheets. - Import to CRM (hope the fields map). - Chase down missing emails.
Loxoapp: - Search directly inside the platform (pulls from multiple sources). - Enrich leads automatically (email, phone, LinkedIn). - One-click add to pipeline.
What’s better? If you hate CSV wrangling, Loxoapp’s built-in sourcing is a big win. But if your targets are super niche, you might still need to supplement with manual work.
2. Outreach and Sequencing
Traditional CRM: - Write cold emails in Gmail/Outlook. - Use a separate sequencing tool (Salesloft, Outreach.io). - Copy results back to CRM. - Manually update statuses.
Loxoapp: - Create multi-step campaigns (email/SMS/LinkedIn) right in the platform. - Track opens, replies, and auto-update deal stages. - Pause or tweak sequences as you go.
What’s better? Less tool-switching, fewer dropped balls. Loxoapp’s sequencing is built for B2B teams, but it’s not as feature-heavy as standalone sales engagement tools. If you need deep A/B testing, you might feel limited.
3. Managing the Pipeline
Traditional CRM: - Pipeline is a glorified spreadsheet. - Custom views take time to set up. - Tracking next steps? Usually buried in notes.
Loxoapp: - Drag-and-drop pipeline with custom stages. - See all communication history at a glance. - Set reminders and tasks that actually stick.
What’s better? If your team lives and dies by pipeline visibility, Loxoapp’s layout is cleaner and less annoying. But don’t expect magic—bad process is still bad process.
4. Collaboration and Handoffs
Traditional CRM: - Assign leads to reps via dropdowns. - Notes get lost. - Marketing and sales rarely agree on lead quality.
Loxoapp: - Tag teammates or teams directly in deals. - Shared notes and activity timeline. - Built-in handoff workflows for SDRs to AEs.
What’s better? Real collaboration, not just “assigning” records. But it’s only as good as your team’s habits—if folks don’t use it, you’re back to square one.
5. Reporting and Iteration
Traditional CRM: - Standard reports (conversion, activity) out of the box. - Custom dashboards require admin skills. - Slow to adapt when your process changes.
Loxoapp: - Simple dashboards around outreach, pipeline, and team productivity. - Easier to tweak reports for quick experiments. - Export data if you need something fancy.
What’s better? For most B2B teams, Loxoapp’s reporting is “enough.” If you need deep forecasting or custom revenue analytics, you’ll need to export.
What to Ignore (and What to Watch Out For)
Let’s be real: every tool promises “AI” and “automation.” Here’s what you can safely ignore, and what actually matters:
- Ignore: Marketing fluff about “transforming your business.” No tool can fix a bad target list or a broken sales process.
- Ignore: Claims of “instant results.” You’ll still need to tweak your workflow and train your team.
- Watch for: Does Loxoapp actually save your reps time, or just move the admin work around?
- Watch for: Are your best leads actually surfacing, or are you drowning in low-quality contacts?
- Watch for: Is your pipeline cleaner and easier to manage, or just...different?
Gut check: The right tool feels invisible. If your team spends more time selling (and less time updating fields), you’re winning.
Pro Tips for Getting the Most Out of Loxoapp
- Start with a small team or pilot group. Don’t rip-and-replace your CRM on day one.
- Keep your pipeline stages simple. More isn’t better.
- Use built-in templates for outreach, but personalize early and often.
- Set up regular reviews—what’s working, what’s not, what’s being ignored.
- Don’t be afraid to keep using outside tools if they’re genuinely better for your use case.
Keep It Simple and Iterate
Loxoapp isn’t a silver bullet, but it can take a lot of the grunt work out of B2B go-to-market. The key is to keep your process as simple as possible and make changes one step at a time. Don’t chase every feature—focus on what actually speeds up your team.
Test it, track your results, and don’t be afraid to dump what doesn’t work. At the end of the day, the best CRM (or sales tool) is the one your team actually uses.