How many times have you opened up the Salesforce home page, clicked around, gotten intimidated and confused, then closed the tab and opened up YouTube videos of hot sauce challenges instead? I'm guessing "more than once, but not enough times to fully give up on the idea of finally improving your sales and marketing processes someday." Am I close?
Well, that day can be today. Or maybe tomorrow if it's late at night and you're still just poking around on the internet, I won't judge.
The point is that you don't have to start by signing up for an expensive enterprise plan with a scary sales service, there are any number of things you can do here and now that don't take a week's worth of investment and a team of consultants.
There's a John Gall quote floating around these days that I love:
A complex system that works is invariably found to have evolved from a simple system that worked. A complex system designed from scratch never works and cannot be patched up to make it work. You have to start over with a working simple system.
Instead of starting with a big, complex sales system, add or improve some small things. Keep adding and refining, and pretty soon you'll have a complex, working sales system that you understand because you built it step-by-step.
I plan on writing a bunch about specifically how to improve your Trial-to-Paid Conversion rate for bootstrapped and small SAAS businesses, as it's a really ripe niche to focus on, both for me to write about and for founders and owners to improve. You can make some impressive gains by improving your Trial-to-Paid Conversion rate by an entirely reasonable amount, and you definitely don't have to devote an unreasonable amount of time or effort to it.
If you want to get started improving your business today, allow me to recommend subscribing to my mailing list! I'll make sure you get all the tips and articles I write or scrounge up delivered directly to your inbox, and I'll also include a free gift that you can start acting on today: version 1 of the Trial-to-Paid Conversion Checklist. It's over fifty critical things to check and make sure you're doing that can have significant impact on your Trial-to-Paid Conversion, and thus your entire business.
Once you've subscribed and got your checklist, pick one small thing to improve, and just fix that. Then move on to the next thing, and the next thing, and the next thing, and more likely than not, you'll have vastly improved and upgraded your processes. You'll have built working complexity out of working simplicity, just like Gall said, and your business (and wallet) will thank you.