If you’re in charge of picking a go-to-market (GTM) platform for your B2B team, you know the drill: Too many options, too much jargon, and a lot of hand-wavy promises. This guide is for anyone who’s tired of sitting through slick demos and just wants straight answers about what matters—and what doesn’t—when choosing a GTM platform. We’ll break down the core features worth caring about, show how Getlia measures up, and call out what’s useful versus what’s just buzzwords on a slide.
Why Most GTM Platforms Overpromise (and Underwhelm)
Let’s be honest—most B2B GTM platforms pitch themselves as the “single source of truth” that will magically align your sales, marketing, customer success, and maybe even your coffee machine. In reality, most teams end up using a patchwork of tools, and half the features go untouched because they’re either overcomplicated or irrelevant.
What actually matters? You want a platform that: - Doesn’t take a PhD to set up - Actually helps teams work together (not just say they do) - Plays nice with your existing tools - Surfaces useful insights without drowning you in charts - Gets out of your way when you just need to get stuff done
Let’s dig into what these features look like on the ground—and how Getlia handles them.
1. Ease of Implementation: Get Going Without a Week of Training
What Matters: - Fast onboarding (think hours, not weeks) - Clear setup flows, not endless configuration - Good documentation—honestly, most tools skip this
What Usually Happens: You buy a platform, then realize you need to hire a consultant to actually use it. Not ideal, especially for smaller teams.
How Getlia Stacks Up: Getlia’s setup is refreshingly straightforward. The UI is clean, and you’re walked through the basics with step-by-step in-app guides. No, it’s not “so simple my cat could use it,” but for most people, you’ll be up and running in a day. The documentation is actually helpful, with real examples—not just marketing fluff.
Pro tip: If you’re evaluating platforms, ask for a hands-on trial and see how far you get before you need to ask for help.
2. Data Integration: Plays Well With Others
What Matters: - Connects to your CRM, email, and sales tools out of the box - Imports and syncs data reliably (no weird duplicates) - Flexible enough for custom workflows
What Usually Happens: You get sold on “integrations,” then find out it’s just a CSV upload or a one-way sync. Or, the integration breaks every other update.
How Getlia Stacks Up: Getlia covers the big names—Salesforce, HubSpot, Slack, and a few others—with native integrations that just work. The syncing is solid and runs in near real time. More niche integrations? There’s a decent API, but if your stack is super custom, expect some setup work. Still, it’s better than most.
What to Ignore: Don’t get hung up on “500+ integrations” if you only need three. Focus on how well the core ones work.
3. Collaboration and Visibility: Actually Brings Teams Together
What Matters: - Shared dashboards and pipelines—everyone sees the same numbers - Simple ways to assign, comment, and flag deals or campaigns - Permissions that make sense (not “all or nothing” access)
What Usually Happens: Either the tool is so locked down it kills collaboration, or it’s a free-for-all where anyone can change anything.
How Getlia Stacks Up: Getlia does a nice job here. You can set up shared views and dashboards for different teams—sales, marketing, execs—without everyone stepping on each other’s toes. Comments and @mentions are built in, so you don’t just trade Slack messages about what’s happening. Permissions are granular but not a headache to manage.
Pro tip: When testing any GTM platform, try a real-life scenario—like handing off a qualified lead—and see how easy it is to track and discuss progress.
4. Pipeline Management: More Than Just a Pretty Board
What Matters: - Customizable stages that match your real process (not someone else’s) - Easy drag-and-drop updates - Quick filtering and sorting (because lists get long, fast) - Bulk actions for busy days
What Usually Happens: Pipelines are either too rigid (forcing you into a one-size-fits-all funnel) or so flexible they get messy and inconsistent.
How Getlia Stacks Up: Getlia strikes a good balance. You can tweak pipeline stages, add custom fields, and set up filters to see what matters most. Moving deals is quick, and bulk updating is painless. The interface stays quick even with a lot of data—no spinning wheels of doom.
What to Ignore: Flashy pipeline visualizations are nice, but if you can’t update things quickly, they’re just eye candy.
5. Reporting and Insights: Actionable, Not Overwhelming
What Matters: - Prebuilt reports that answer real questions (“Where are deals stalling?”) - Custom reporting without learning SQL - Insights you can act on—think alerts, not just pretty charts
What Usually Happens: You get a dashboard full of charts, but nobody knows what to do with them. Or, worse, you need a data analyst to pull basic numbers.
How Getlia Stacks Up: Getlia gives you the usual suspects—pipeline health, conversion rates, lead sources—but also lets you build custom views with a drag-and-drop report builder. You won’t need to be a data scientist to use it. There are also automated alerts for deals going stale or campaigns underperforming, which is the kind of “insight” that’s actually useful.
Pro tip: Ask vendors to show you how fast you can build a custom report—if it takes more than five minutes, it’s too complicated.
6. Automation: Save Time, Don’t Create More Work
What Matters: - Trigger follow-ups, assignments, or alerts based on activity - Automate repetitive tasks (like lead routing, status updates) - Simple rule-building—no coding required
What Usually Happens: You either get zero automation, or “enterprise-grade workflows” that require a full-time admin.
How Getlia Stacks Up: Getlia’s automation is approachable. You can set up basic triggers (if X happens, do Y) without writing code. It’s not as deep as something like Salesforce Flow, but for 90% of teams, it covers the essentials—timely follow-ups, assignment rules, and reminders.
What to Ignore: Don’t get sold on “AI-powered automation” unless you see it actually saving you time.
7. User Experience: Fast, Clean, and Not Annoying
What Matters: - Responsive design (works on desktop and mobile) - Fast load times, even with lots of data - Minimal clicks to get things done
What Usually Happens: Some GTM platforms look great in the demo, then grind to a halt when your real data hits. Or, they bury key actions three menus deep.
How Getlia Stacks Up: The interface is crisp and responsive. Even big teams with lots of deals won’t see lag. The mobile view is solid—not as rich as desktop, but enough to check status and make updates on the go.
Pro tip: Don’t just look at the UI—use it. If you get frustrated during the trial, your team will too.
8. Cost and Scalability: No Surprise Gotchas
What Matters: - Transparent pricing—no hidden add-ons - Scales with your team as you grow - Doesn’t force you into a huge contract day one
What Usually Happens: You get hit with surprise fees for extra users or “premium” features down the road.
How Getlia Stacks Up: Getlia’s pricing is straightforward. You pay per user, and core features are included. There’s a free trial, and you can start small. If you grow, you can add users or upgrade tiers without having to renegotiate your whole contract.
What to Ignore: “Custom quote” pricing almost always means “we’ll charge you as much as we think you’ll pay.” Push for published rates and clear upgrade paths.
What Getslia Doesn’t Do (and Why That’s OK)
No platform is perfect. Getlia doesn’t offer: - Deep marketing automation (think Marketo or Pardot) - Super-niche integrations out of the box - Heavy customization for giant, complex orgs
But for most B2B teams—especially those who want a single source of truth for GTM without a full-time admin—it hits the marks that count.
Keep It Simple, Test, and Iterate
Here’s the bottom line: Don’t chase every feature—focus on what your team will actually use week in, week out. Try before you buy, ignore the hype, and make sure any platform you pick (Getlia or otherwise) makes life easier, not harder.
Set it up, get your team using it, and don’t be afraid to tweak or switch down the road. The best GTM platform is the one that works for you, not just the one with the flashiest website.