For B2B SaaS sales teams
Run focused outbound call blocks with Trellus parallel dialing inside a supported CRM or sales engagement platform. Turn the conversation into a handoff your account executive can use.
Choose one account list, one reason to call and a clear next step.
The account · the role · your question
Current process · problem · timing
Confirmed context · agreed next action
From an Attio list to a logged callProduct walkthrough · 1:55
Attio calling in practice
The Attio walkthrough starts with a contact list and a choice of dialing mode. When a call connects, the person’s record opens. The rep then reviews the summary and notes and checks the saved call details.
Use that sequence to evaluate your SaaS workflow: can the rep find the account context, understand the current process and leave a useful record for the person taking the next meeting?
Explore the Attio integrationProduct walkthrough · fictional contacts and simulated calls.
Different lists. Different conversations.
Keep outbound prospecting, requested demos and evaluation follow-up separate. Each begins with different context and ends with a different decision.
Start with the role and a relevant question. Learn how the team handles the process today before deciding whether your product belongs in the conversation.
Use the request your team already has. Confirm what the person wants to see, who should join and what would make the demo useful.
Return to the last agreed action. Ask what remains unresolved and whether the timing or people involved have changed.
The handoff is part of the call
A helpful handoff distinguishes what the prospect said from what the rep inferred. Review the drafted call notes and confirm the important details before moving on.
Use your CRM’s normal process to assign ownership and record the next step. Give the receiving rep the context they need to continue the conversation.
Working in Outreach? See its walkthroughRun a useful first pilot
Use one audience and one call objective. After the block, an SDR and an account executive should review a few completed records together.
During the pilot, check dialing access and saved activity with the receiving AE. Keep qualification decisions, opportunity stages and product-usage data in your existing sales process.
Your pilot checklist
Tick off what your team has decided. This stays on this page and is never submitted.
Build on the calling block
A few practical questions
Bring the details of your platform and calling process to the conversation.
Trellus supports the calling work: dialing a prepared list, keeping contact context close during the conversation, and reviewing call notes afterward. Your CRM or sales engagement platform continues to own the broader account, opportunity and follow-up process.
Explore the dialerYes. Start with the Attio workflow on this page or explore Outreach and other supported tools in the integration directory. Check your platform, plan and task or contact view to choose the right calling setup.
Find your sales platformThe rep can keep contact context close, review call notes and use what they learned against your qualification criteria. Your team confirms the next step with the prospect and manages opportunity stages in its existing system.
See the Attio call recordCheck whether the notes explain the current process, the problem in the prospect’s words, the people involved and the next step they agreed to. An interested conversation and a confirmed meeting are different outcomes; keep that distinction in the handoff.
Read the SaaS sales process guideMake the next conversation useful
Walk through the call list, the connected conversation and the record your account executive needs.
