In SaaS outbound the call has one job: get a demo on the calendar with someone who can buy. Montana works out your ICP from your website, preps each dial around a reason to call now and drafts the follow-up while the prospect still remembers the conversation.
Free. No signup. About a minute. He reads your site and shows who he'd call.
By Nabil Irfan, founder of Sales Montana · Updated
It depends on what you sell, and that is the first thing Montana works out from your site. A tool for sales teams is bought by the VP of sales, the head of revenue operations or a founder still running sales. Developer tools go to engineering managers and CTOs, finance software to controllers and CFOs. At smaller companies the founder often picks up and decides on the call.
Target accounts usually come from a B2B database filtered by industry, headcount and the tools they run, or from triggers: a company hiring for the role your product supports, a new sales leader in the seat, a funding round. Export those lists and bring them in as CSV or XLSX. The same account pulled from two sources becomes one company.
The opener names the trigger. "You're hiring three SDRs this quarter. How are you planning to ramp them?" A specific reason buys the next thirty seconds.
What you will hear most:
The next step is a demo with the decision maker on the calendar, plus a second person from their team if you can get one.
Montana reads your website to work out what you sell and who buys it, then drafts the first campaign. You correct his read on titles and company types before he finds a single lead.
Before each dial the rep sees what was said last time and a line to open with. Put your competitor battle cards in the company brain, and a rep can open Montana beside the dialer and ask how to answer the tool the prospect already uses.
A meeting-booked disposition takes the lead out of the dial queue and Montana reviews the call. He proposes the deal stage, the new contact and an email confirming what they asked to see. Nothing changes until the rep taps Accept, and every action has an Undo.
Calls are scored against a rubric you set per campaign, such as reached the decision maker, handled the objection and asked for the demo. Each part is judged on its own, so a rep sees the two points they dropped.
A workable shape is a call, an intro email the next day, a second call two days later, a short email on the problem your demo solves and a final call followed by a break-up email five days on. Not interested or wrong number stops it wherever it is. LinkedIn steps are coming soon; today steps are calls, emails and tasks.
We book demos for Sales Montana itself with this same shape.
Do we need a separate CRM?
No. Companies, contacts, deals and every call and email live in Sales Montana, with deal stages you define per workspace. Bring your current CRM in as a CSV or XLSX export.
Can a founder run this alone?
Yes. Engine is $99 a month flat for up to three users. Montana finds the leads, preps the calls and drafts the follow-ups, and the founder does the talking.
Can a sales leader see which reps book demos?
Dials, connects, conversations and agreed next steps are measured per workspace, per campaign, per rep and per hour. Ask Montana why conversion fell this week and he answers from the calls.
Does it dial several lines at once?
No. The power dialer rings one line at a time, so a rep is live on every connect. Teams that need parallel dialing should look at tools built for it.
He reads your site and shows which accounts he'd call to book your next demos, before you have given us an email.
We run Montana for B2B SaaS teams today. See the other industries Montana runs outbound for.