If you’re part of a sales team that’s outgrown spreadsheets (or you’re sick of wrestling with your current CRM), you know the pain: busywork, manual updates, chasing info, and deals slipping through the cracks. You want a way to keep everyone moving in the same direction without turning your team into a bunch of data-entry robots. That’s where Luna says it can help—by taking the grunt work out of B2B sales workflows, so your team can actually focus on selling.
Here’s a grounded look at how Luna actually works, where it shines, and what to watch out for if you’re thinking about switching over.
What Does “Streamlining Sales Workflows” Even Mean?
Let’s get real: “streamlining” is thrown around so much it barely means anything. In practice, it’s about making the work less painful and more consistent—cutting out the repetitive steps, centralizing info, and making sure everyone knows what to do next.
For growing sales teams, this usually boils down to:
- Reducing manual data entry (goodbye, double updates in CRM + spreadsheet)
- Automating repetitive tasks (follow-ups, reminders, handoffs)
- Keeping the pipeline clean (so you’re not chasing ghosts)
- Making reporting suck less (so you don’t spend Sunday night prepping slides)
Luna’s promise is to help with all of this. Let’s dig into where it does—and doesn’t—deliver.
1. Centralizing Customer Data (Without the Mess)
Sales data sprawls fast: emails, call notes, meeting recaps, proposal edits, and that one Slack thread nobody can find later. Luna tries to pull all of this into one place, so you spend less time hunting and more time selling.
How it works: - Luna connects to your email, calendar, and (if you let it) existing CRM. - It auto-logs calls, emails, and meetings to each account or deal. - Notes, docs, and next steps live right in the deal view—no more “where did I put that?”
What works: - You actually get a complete view of each deal, not just a list of tasks. - Sales reps can update info on the fly (mobile app is decent, not perfect).
What doesn’t: - The setup can be a bear if your data is a mess—plan for a few days of cleanup if you’re migrating. - If you’re in a heavily regulated industry (think finance, healthcare), double-check how Luna handles sensitive info. It claims compliance, but you’ll want to verify.
Pro tip: Don’t try to sync every single legacy field from your old CRM. Start fresh with just what your team actually uses.
2. Automating the Annoying Stuff
No salesperson wakes up excited to send out follow-up reminders or log every call. Luna’s big selling point is its automation engine, which is more practical than flashy.
Here’s what you can automate out of the box: - Follow-up reminders based on deal stage or inactivity - Assigning leads to reps based on set rules - Auto-updating deal stages when certain actions (like a contract sent) happen - Nudges for managers when deals stall out
What’s good: - The rules are easy to set up, and you don’t need a PhD in workflows. - The automation isn’t “AI magic”—it’s just solid triggers and actions that cut down clicks.
What’s so-so: - If your sales process is weirdly complex, you might hit limits. Luna isn’t as customizable as some heavyweight CRMs. - Sometimes the automation feels “dumb”—like reminding you about a deal that’s already clearly dead. Tweak your rules early and often.
What to ignore: - Any “AI insights” about deal health. These are usually just fancy ways of saying “this hasn’t moved in a while.” Helpful, but not psychic.
3. Keeping the Pipeline Clean (and Actually Useful)
Pipelines get clogged with zombie deals, duplicates, and wishful thinking. Luna’s pipeline view is built to keep things moving—and to make it obvious when they’re not.
Features that help: - Drag-and-drop boards for deals—think Trello, but for sales. - Color-coded flags for stale or overdue deals. - Quick filters for rep, stage, or deal size.
Where Luna shines: - It’s much easier to spot and clean up old junk. You can bulk-archive or reassign with a couple of clicks. - Managers get a real-time sense of what’s cooking, not just what’s been closed.
Where it’s meh: - If you’re addicted to custom pipeline stages or super-detailed reporting, you might outgrow the defaults. - Integrations with some niche marketing tools are spotty. Check the list before you assume your stack will “just work.”
Pro tip: Schedule a 15-minute pipeline scrub each week. Luna makes it painless, but the habit’s what matters.
4. Reporting That Doesn’t Make You Want to Quit
Let’s be honest, most sales reporting tools are either too basic or so complicated you need a consultant to make sense of them. Luna aims for the middle ground.
You get: - Out-of-the-box dashboards for deals won/lost, pipeline velocity, activity per rep, and forecast. - CSV exports for when you want to slice and dice in Excel.
What’s solid: - The reports are clear, and you don’t need a data analyst to read them. - You can share live dashboards with the team—no more emailing PDFs around.
What’s lacking: - Custom reports are limited. If you need to track super-specific metrics or mash up data with marketing, you’ll be frustrated. - Some metrics lag by a few hours if you have a lot of volume. Not a huge deal for most, but worth knowing.
Pro tip: Use Luna’s standard dashboards for your weekly sales meeting, then dig deeper elsewhere if you need to.
5. Onboarding and Day-to-Day Usability
The best software is the one your team actually uses. Luna tries to keep things simple, and for the most part, it succeeds.
What helps: - The interface is clean, and there’s not a lot of clutter. - Most reps can pick it up in an afternoon—no marathon trainings required.
What’s annoying: - The mobile app lags behind the desktop version. It’s fine for checking in, but not for heavy lifting. - If your team is used to another tool, expect some grumbling for a week or two. Change is hard, even when the new thing is better.
Pro tip: Appoint a “Luna champion” on your team—someone who likes tinkering and can answer quick questions. It speeds up adoption and avoids endless email threads.
What Luna Doesn’t Do (and That’s Okay)
Every vendor claims “all-in-one,” but nobody really is. Luna is focused on sales execution and pipeline management. Here’s what you shouldn’t expect:
- No built-in marketing automation. If you want email blasts or nurture campaigns, you’ll need another tool.
- Limited integrations with phone dialers and chat. Check what’s supported before you commit.
- No deep territory management features—if you run complex, multi-region teams, you might need a bigger platform.
If you try to make Luna do everything, you’ll end up frustrated. Use it for what it’s good at.
The Bottom Line: Keep It Simple, Iterate Fast
If your sales team is growing and you’re drowning in manual busywork, Luna offers a practical way to get organized without making your process more complicated than it needs to be. It’s not magic. It won’t fix a broken sales strategy. But it will help you cut the noise, clean up your pipeline, and give your team more time to focus on the stuff that actually drives revenue.
Don’t overthink it. Start with the basics, ignore the shiny features you don’t need, and tweak as you go. The teams that win are the ones who keep it simple and keep moving.