sales and marketing operations
Learn how small companies can respond to the technology challenges that affect the quality of their business intelligence and impede effective reporting.
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…
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?
Make sure you understand these red flags before signing any contract with a RevOps agency.
Three key signs to help you know when to migrate from HubSpot to Salesforce for your CRM.
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