Why Does This RevOps Expert Think Forecasting is Overrated? Let’s Debate.
5 RevOps experts bring their sales forecasting hot-takes to the table. We discuss whether or not forecasting is overrated and if it is what should you focus on instead?
Sales Operations
Salesforce Specialist: roles, responsibilities, salary, and hiring
(Almost) everything you need to know about the role of a Salesforce specialist. Includes a free job description template.
Sales Operations Specialist: roles, responsibilities, salary and hiring
(Almost) everything you need to know about the role of a sales operations specialist. Includes a free job description template.
How to Ensure a Smooth Handoff from SDRs to AEs
Here’s how an SDR to AE handoff usually plays out: when a meeting is set, an SDR creates an opportunity in stage 0 using the opportunity object in Salesforce to show that the meeting is supposed to happen…
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.
“Do I Need CPQ?”: How to Tell if It’s the Right Time To Extend Your CRM With Configure, Price, Quote
Understanding Configure, Price, Quote and what to consider when answering the question: Do I need CPQ?
When to Migrate From HubSpot to Salesforce
Three key signs to help you know when to migrate from HubSpot to Salesforce for your CRM.
Webinar: Driving Adoption of Changes in Salesforce
Last week, we were invited to participate in a webinar hosted by our friends at Modern Sales Pros about how to make sure your users are able to easily adopt and implement Salesforce changes.
Three Habits That Will Make Your Sales Operations Team Instantly More Effective
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.
How to Distribute Sales Pipeline
This is a question we receive often: “How should we distribute sales pipeline in a way that is fair to Account Executives?”