Solutions · SaaS sales

Run back-to-back demos and never drop a deal blocker.

SaaS deals die in the gap between a great demo and a stalled security review. Parley Notes captures every integration requirement, pricing tier and buyer objection straight from the call. Your pipeline moves while you jump into the next meeting.

For B2B SaaS founders, account executives and sales engineers

NoteCRMHandoffWarnings
Notes › Demos
Demo and scoping, Kattegat Cargo Cloud
Thu 29 Oct · 34 min · video call
Annual planNiels Vestergaard (VP Ops)Add to Hub
Summary
Decision14-day sandbox trial approved: 45 dispatcher seats, Enterprise tier.
DecisionAnnual billing (EUR 38,400 ARR) if native SAP webhook sync passes testing.
PromiseSend SOC 2 Type II report + DPA to their IT security lead today.
PromiseNiels to book 20-min commercial sign-off call with CFO for next Thursday.
OpenCustom SSO (Okta) during the 14-day trial or only at launch?
CRM › Deals
Kattegat Cargo Cloud · 45 seats
EUR 38,400 ARR · Niels Vestergaard
Live demo › Trial and security review
Next taskSend the SOC 2 report and the SAP webhook docs to Niels
DueToday
ConfirmFix
Prep notes
Onboarding and CS handoff: Kattegat Cargo Cloud
From the demo on 29 Oct
When Kattegat closes, remember Niels only agreed to annual billing on the condition that SAP webhook sync is live in week 1.
Warnings
Stalled
Kattegat Cargo Cloud
Early warning
The sandbox trial went live 6 days ago and the CFO sign-off call for Thursday is still not on the calendar.
ConfirmFix

Stay focused on the live demo. Every feature request and buying signal is logged.

The whole deal

Run the demo, clear the review and hand it over.

Discovery and demo

Requirements, objections and buying signals land on the deal in the buyer’s words so you never rewatch a call.

CRM ›

Trial and security review

Every document you promised and every step the buyer owes you is a task with a date.

Projects ›

Handover

Onboarding starts with the conditions behind the signature so the customer does not explain it all again.

Note taker ›
Who is in the deal

One champion and five other voices on one record per deal.

Champion

What they need to win the deal inside their company.

Economic buyer

The budget, the terms and when they will sign.

IT security

The documents they asked for and what is still open.

End users

The feature they asked about twice.

Sales engineer

Every technical requirement without a debrief.

Customer success

The promises made before the signature.

One week

A week of demos with no CRM catch-up on Friday.

Monday

Five demos

They run back to back and each is a note with requirements and next steps before the next call starts.

Tuesday

Security questionnaire

IT asks for three documents and each one is a task on the deal.

Thursday

Before the CFO call

You ask “What did Niels say about SAP?” and get his words from the demo.

Friday

Forecast call

Your manager opens the pipeline and the stages and ARR are already right.

Warnings, not dashboards

See which trial is stalling before the quarter ends.

Start with your next demo
and see where it goes.

Free to start on every device. Business gives the whole sales team one shared pipeline.

Plans and prices are on the pricing page.