Blog

Choosing the Right Path to Mature Your Sales and Marketing Operations

Growing SaaS companies who’ve recently received Series A or Series B funding are often just beginning to systemize how they’ll scale, manage, and predict growth. As you begin to map out the future state of your sales and marketing operations, you’ll encounter different advantages, challenges, and priorities than organizations with more financial resources and skillsets. 

Choosing the Right Path to Mature Your Sales and Marketing Operations Read More »

Zooming Out Title Card

Zooming Out: Lead Follow Up

Mastering the Marketing to Sales Handoff This episode of Zooming Out focuses on the lead handoff between Marketing and Sales https://vimeo.com/424640087  Sales operations and marketing operations teams often struggle with the lead handoff from marketing to sales. Even experienced revenue operations teams are frustrated by a lack of visibility into whether sales has contacted inbound

Zooming Out: Lead Follow Up Read More »

Zooming Out Title Card

Zooming Out: Cleaning Your CRM

Extinguish the Dumpster Fire that Is your CRM DATA https://vimeo.com/424634754 If you’re like most sales, marketing, and operations leaders, you’ve probably struggled with dirty CRM data. When the data in your Salesforce instance is incomplete or inaccurate, almost every other aspect of your sales operations or marketing operations work is impacted. In this episode, Taft

Zooming Out: Cleaning Your CRM Read More »

Why Operations is Broken Everywhere and What to Do About It

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 »