If you work in B2B, you know how painful it can be to get your go-to-market (GTM) strategy off the ground. You’ve got sales, marketing, operations, and product all running in different directions. Tools are everywhere. Data is scattered. Most “solutions” promise the moon, but you end up duct-taping spreadsheets together anyway.
If that sounds familiar, this guide is for you. We're breaking down how Beautiful actually helps B2B companies cut the nonsense and get their GTM engines humming. No buzzwords, just features that make a difference—and a few you can skip.
What B2B Teams Actually Need in a GTM Tool
Before diving into features, let’s set the bar. Here’s what a good GTM tool should really do for a B2B company:
- Centralize info so you’re not chasing down 12 tabs or pestering teammates for updates.
- Automate what’s repetitive so your team isn’t copying and pasting the same stuff over and over.
- Give you clear visibility into what’s working and what’s not.
- Play nice with your existing stack (Slack, Salesforce, HubSpot, whatever).
- Be easy to actually use—because nobody likes “another tool.”
With that in mind, let’s see where Beautiful delivers, where it’s just “fine,” and where you can move on without guilt.
1. Unified Workspace: No More Scattered Spreadsheets
What it is:
Beautiful gives you a central hub for all your GTM data—leads, deals, campaigns, customer conversations, and more.
Why it matters:
Let’s be honest: Most B2B teams still run on spreadsheets, emails, and Slack threads. Beautiful lets you pull all those pieces together, so you’re not wasting hours tracking down who owns what or what the latest numbers are.
How it works: - Channels for each GTM project or team (think: sales campaigns, product launches, onboarding flows). - Shared dashboards so everyone sees the same, current data. - Easy permissions—invite partners or contractors without giving away the keys to the kingdom.
Reality check:
It’s not magic. You’ll still have to convince your team to actually use it. But if you can get buy-in, it’s a major upgrade from the “where’s that doc?” routine.
Pro tip:
Set up your main GTM workflows as channels early on, and archive anything that gets noisy. Don’t let it become another cluttered graveyard.
2. Automation That’s Actually Useful
What it is:
Beautiful promises workflow automation—think: auto-assigning leads, sending reminders, updating statuses, and even syncing with your CRM.
Why it matters:
Repetitive manual work kills momentum. Beautiful’s automations can handle the routine stuff, so your team can focus on closing deals or launching campaigns.
How it works: - Trigger actions based on events (like a deal moving stages or a new lead coming in). - Connects directly to common tools (Salesforce, HubSpot, Slack, Gmail). - Custom rules—if this, then that—without needing to bug a developer.
Reality check:
The automations are solid for “if-then” stuff, but don’t expect full-blown Robotic Process Automation. You’ll hit limits if your workflows are really complex or require heavy logic.
Pro tip:
Automate the boring things first: status updates, reminders, simple data syncs. Don’t try to automate the universe on day one.
3. Real-Time Collaboration That Doesn’t Suck
What it is:
Multiple people can work together—comment, tag, assign, and update—in real time, all in one place.
Why it matters:
GTM is a team sport, but most tools are built for one person at a time. Beautiful lets sales, marketing, ops, and product actually see and comment on the same stuff, so nothing slips through the cracks.
How it works: - Threaded discussions tied to deals, campaigns, or tasks. - @mentions and notifications (with controls, so you’re not pinged to death). - Assign tasks and track ownership transparently.
Reality check:
It’s fast and reliable, but if your team already lives in Slack or Teams, you’ll have to decide where conversations should really happen. Otherwise, things get fragmented.
Pro tip:
Pick one tool for “official” GTM conversations, and stick to it. Use Beautiful for deal/project updates. Everything else? Keep in Slack.
4. Insights and Reporting Without a PhD in Data
What it is:
Beautiful offers dashboards and reports for pipeline, campaign performance, and team productivity.
Why it matters:
You need to know what’s working and what’s not—without hiring a data scientist or exporting CSVs every week.
How it works: - Visual dashboards for sales velocity, campaign ROI, and lead sources. - Customizable views—see what matters, hide what doesn’t. - Export options for execs who still want their PowerPoints.
Reality check:
The built-in reports are good for everyday use, but they’re not a replacement for a true BI tool. If you need deep custom analytics or fancy forecasting, you’ll still want something like Looker or Tableau.
Pro tip:
Use Beautiful’s dashboards for the 80% of metrics everyone needs. For quarterly board decks or deep dives, export the data and slice it elsewhere.
5. Integrations: Plays Well with Others (Mostly)
What it is:
Beautiful connects to popular tools like Salesforce, HubSpot, Gmail, Slack, and a handful of others out of the box.
Why it matters:
You’re not starting from scratch—your CRM, marketing automation, and comms tools are already in play. Integrations mean less double entry and fewer missed updates.
How it works: - One-click connections for main platforms. - Syncs contacts, deals, notes, and activities. - Webhooks and APIs for custom connections (if you’ve got someone technical).
Reality check:
The integrations cover the basics but aren’t always deep. Field mapping is sometimes limited, and you might run into sync delays if you’re pushing a lot of data. If your company has a gnarly, custom Salesforce setup, test carefully.
Pro tip:
Start with just your CRM and Slack. Add more only if you really need them. Over-integrating creates more headaches than it solves.
6. Templates to Get You Moving (But Don’t Rely on Them)
What it is:
Beautiful includes templates for sales playbooks, campaign planning, onboarding, and more.
Why it matters:
Templates can save time, especially if you’re building GTM processes from scratch or onboarding new teammates.
How it works: - Prebuilt templates for common GTM processes. - Customizable so you can tweak to fit your workflow.
Reality check:
Templates are a decent starting point, but every B2B company’s GTM motion is a little different. You’ll outgrow the canned stuff fast. Don’t let this be your only process documentation.
Pro tip:
Use a template to get started, but plan to rewrite it for your team’s real needs. Otherwise, you’re just adding another layer of confusion.
7. Permissions and Security: Not Sexy, but Critical
What it is:
Granular user roles and permissions, so you can control who sees and edits what.
Why it matters:
B2B deals often involve sensitive info—pricing, contracts, customer data. You need to know who can access what, especially if you work with partners or agencies.
How it works: - Role-based access for admins, contributors, and viewers. - Audit trails to see who changed what, and when. - Simple invite links for guests (with limits).
Reality check:
It’s enough for most B2B teams, but not full-blown enterprise-grade. If you need SSO, advanced compliance, or custom security policies, check the fine print before rolling out company-wide.
What to Ignore (For Now)
Not every feature is worth your time right out of the gate. Here’s what’s safe to skip until you actually need it:
- Custom branding: Focus on the workflow, not your logo colors.
- Mobile app: The desktop experience is better for most GTM work.
- AI features: Unless your team is already using AI in workflows, these are mostly “nice to have” right now.
Bottom Line: Keep It Simple and Iterate
Beautiful won’t fix broken GTM processes overnight. But if you use it for what it’s good at—centralizing info, automating the boring stuff, and making collaboration less painful—it can actually help your team move faster, with less chaos.
Don’t get lost in the feature list. Start simple, get your core workflows humming, and tweak as you go. That’s how you actually streamline your go-to-market, without adding more headaches.