Implementing your first CRM: a tactical approach to developing a sales methodology

Tuesday, February 23, 2021

Implementing your first CRM

When you start a company, one of the most critical, but often overlooked roles you take on is that of chief salesperson. For many founders, this is unchartered territory. It's not something you can outsource, because it applies to everything you need to do as a founder in order to build a business: selling to prospective customers, recruiting promising candidates, and pitching potential investors.

If that thought makes you the least bit uncomfortable, you're not alone! Fortunately, sales is an acquired skill. Brad Bowery, Senior Strategic Startups Partnership Manager at Zendesk, will present:

  • Tactical ways to leverage technology to put an effective sales process in place
  • Discuss the lead qualification and sales process in the context of how it looks in your CRM
  • How to optimize your sales process through technology


Brad Bowery, Senior Strategic Startups Partnership Manager at Zendesk, focuses on VC and startup accelerator partnerships at Zendesk for Startups. He is also a partner at Founders Den. Prior to Zendesk, Brad co-founded 2 companies: Pace Avenue and SRECTrade. Brad has a bachelor’s degree from Brown University, where he holds the school pole vault record, and an MBA from Stanford Graduate School of Business, where he served on the board of the Stanford Entrepreneurship Network, the cross-campus leadership group that organizes Stanford’s E-Week. In his free time, he is an avid kitesurfer, fly-fisher, alpine skier, and ice hockey player.

Zendesk is a service-first CRM company with support, sales, and customer engagement products designed to improve customer relationships. Startups from the TNW network can apply for six months of free access to Zendesk Support Suite and Sales CRM, Zendesk Explore and Zendesk Sunshine. This offer is available for startups in the TNW network that are new customers with fewer than 100 employees and have funding, but no greater than Series B. Apply here!


Our curated events calendar welcomes industry veterans alongside fast-growing startups. Connect with Google, Salesforce, Amazon, and over 50 startups in residence.

Pride Friday Drinks