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“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?
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.
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…
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.
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.
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?
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