Who Orme OS is built for
Orme OS is built for US mid-market B2B revenue teams whose CRM no longer reflects what is happening in their deals. The roles it serves, the signs a team is a fit, and how a pilot starts.
On this page6
Short answer
Orme OS is built for US mid-market B2B revenue teams, roughly $20 million to $200 million in revenue, with enough live deals that call notes, follow-ups and record updates eat into selling time. It serves the revenue leader who owns the forecast, the account executives who run deals, and the revenue operations lead who runs the system.
Why build for mid-market B2B revenue teams?
#They have enough deals that the operational work hurts, and they are small enough that more headcount is not the answer. A team that size usually has a CRM, a call recorder and a weekly forecast meeting, and the three rarely agree with each other. Orme OS is designed to close that gap.
Who uses Orme OS day to day?
#- The CRO or VP of Revenue, who needs a forecast they can defend, with every number traceable to evidence.
- Account executives, who get meeting briefs, drafted recaps and follow-ups, and a queue of proposals to approve in place of fields to fill in.
- The revenue operations lead, who sets the stages, forecast categories and play templates, and owns the rules for what agents may do.
What are the signs a team is a fit?
#- Pipeline reviews spend more time establishing what happened than deciding what to do next.
- Next step dates on many open deals are already in the past.
- Commitments made on calls come up again only when the buyer asks about them.
- Outbound runs on lists built from firmographics, with no stated reason why an account is on the list this week.
Does a team have to replace its CRM to start?
#No. A pilot runs alongside the CRM the team already has, on a limited set of live deals. Orme OS is built to import deals from HubSpot, Salesforce or a CSV file, and the team decides if and when the record moves over, deal by deal.
How does a team start with Orme OS?
#With a call. We are opening a small number of private pilots, so there is no self-serve signup. The first call is a working conversation about how your team runs today and whether the loop fits.