Salesforce Lead Status Best Practices
Understanding and managing Lead Status in Salesforce to ensure your leads are properly addressed and no money gets left on the table.
Salesforce Lead Status Best Practices Read More »
Understanding and managing Lead Status in Salesforce to ensure your leads are properly addressed and no money gets left on the table.
Salesforce Lead Status Best Practices Read More »
In the beginning of 2017, the SmartRecruiters SDR (sales development representative) program launched its first organized outbound prospecting initiative. By the end of the year, the team was a machine. The team created over $2M in qualified outbound pipeline in Q4. We did this by focusing on speed and volume. Our approach to prospecting was
How to Build an Outbound Prospecting Assembly Line Read More »
This blog post was originally published on SalesHacker. It took me several years in sales and operations to learn that revenue operations (ops) is broken everywhere. My first two sales jobs were with companies that struggled to deal with seemingly simple operational issues. Things like clean account data, lead routing, and smooth CPQ processes seemed
Why Operations is Broken Everywhere and What to Do About It Read More »
I recently did an engagement with an SDR team. They wanted help choosing and tracking success metrics. Like most teams without seasoned revenue operators in-house, we got caught up talking about metrics that don’t speak to the big picture. Here’s how I like to explain my point: While driving to work this morning I saw
Don’t Focus on Single Metrics Read More »
I’ve written elsewhere about how the RevOps model is transforming the way companies scale and enable their client-facing teams to grow. Even if you’re not ready to make the switch to RevOps, some of the basic rules by which experienced RevOps teams abide can make you more effective immediately. Let’s begin by talking about what
3 Habits To Make Your Sales Ops Team Instantly More Effective Read More »
Growing SaaS companies who’ve received Series A or Series B funding are only just beginning to systemize how they’ll scale, manage, and predict growth. As you start mapping out the future of your sales and marketing operations, you’ll encounter different advantages, challenges, and priorities than organizations with more financial resources and diverse skillsets. Setting the
A SaaS Startup’s Guide to RevOps Read More »
Reporting is the Achilles heel of most organizations. An Interana report found that “70% of organizations feel they do not get critical insights from their data or get data into the hands of the right individuals.” Usually, the solution is to implement a CRM or other database tool where reports can be generated at the
Struggling to Generate Meaningful Reports? Read More »
If you’re struggling to measure the impact of change initiatives you’re not alone. Every company wants to think of itself as data-driven, but walking the walk is a lot easier said than done. We’re going to dive into some of the common roadblocks teams face and key steps you can take (at any level) to
Project Measurement that’s Actually Data-Driven Read More »
This is a question we receive often: “How should we distribute sales pipeline in a way that is fair to Account Executives?”
How to Distribute Sales Pipeline Read More »
One of the questions we’re often asked is, “what are some best practices for motivating my sales reps?” One of my favorite articles suggests that there is no one right way to motivate an entire team—different types of salespeople need different forms of motivation (forgive the Wayback Machine link). While I agree with this sentiment,
How to Incentivize and Motivate Sales Reps Read More »