Our Value Proposition

What we replace:
Salesforce usage limited to opportunity/deal tracking and interaction logging.

‍What you get instead:
- Core opportunity and deal management at a fraction of the cost

- No vendor lock-in—your data is always exportable

- Predictable, capped pricing aligned to business value

- Seamless coexistence with your existing analytics, AI, and RevOps stack

Core Capabilities

GoWarm supports the full lifecycle of standard opportunity management:

(Detailed functionality available here: https://www.gowarm.ai/crud-features-available-in-gowarm)

Create and manage opportunities within accounts

Associate contacts to opportunities

Track deal stages and progression

Log interactions (email, calendar and LinkedIn) across accounts, contacts, and opportunities

Integrate summaries from existing voice AI tools into opportunities

Export all opportunity and interaction data for downstream analysis

Proof Point

A market leader in Office of the CFO software recently migrated off Salesforce for opportunity tracking and selected GoWarm.
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Expected outcome: >75% reduction in Salesforce-related CRM spend.

Commercials & Risk Mitigation

Pilot-first approach:
- 6 week pilot to replicate your current opportunity/deal tracking setup
- Flat fee: US$12,000
- Option to convert to a capped, long-term license post-pilot
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‍Downside protection:
- If you choose not to proceed, you retain your existing CRM. The cost for this option is US$12,000 and 10 hours of Sales Team/Ops Time
- The pilot still strengthens your negotiating position with Salesforce by introducing a credible alternative

Pilot Implementation Effort (Minimal Disruption)

We are Salesforce experts. To replicate your current setup, we require:
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- Your documented sales process

- Temporary Salesforce access to review opportunity tracking~10 total hours across Sales and Sales Ops for clarification
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- Mutual NDA in place
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Next Steps

If reducing CRM costs by 65–75% is a priority without disrupting your sales process or compromising data ownership, let’s schedule a short discussion to assess fit and pilot scope.

Best,
Sudheer

Let’s Connect and Get You Started!

Whether you have questions or want to trial GoWarm, we’re here to help. Reach out to us and take the first step toward smarter, more effective outreach

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