Get rid of reporting headaches with slicers Reporting possibilities grow with your company, and Sales Operations needs to keep up the pace. Your Sales team grows, your engineering team builds new products, your sales organization is getting more complicated, and Sales Operations is crunching data every day. The Sales team needs the most flexible and…Details
Data into Actionable Insights
The art of sales operations, business intelligence and any data related roles is to turn Data into Actionable Insights. I build business applications for software companies to help business leaders leveraging their data.
In this blog, you’ll find articles related to Sales Operations, Business Intelligence and Business System Architecture. I mainly worked with Salesforce, SQL Server and Power BI.
Visualize your data model with Schema Builder Sales Operations needs to understand the company data model before being able to create basic reports and dashboards. When you install Salesforce, there are few standard objects like account, contacts, and opportunities. As the company grows, you’ll need to create dozens of custom objects, and the data model…Details
Design flexible processes with Jitterbit Cloud Data Loader As the saying goes, garbage in, garbage out. Poor data quality produces poor insights. Sales Operations has to check and improve data quality in all systems. In another post, I explain why you need consistent processes. In this post, I’ll show you one way of designing flexible…Details
Increase Sales efficiency with Data Mining Data mining can make a massive difference in startups. Most startups begin with an empty CRM, and sales hunters spend hours creating new accounts and new contacts. Having someone who masters data mining can save hours of tedious work. In this post, I’ll show you how data mining can…Details
Track your own Sales Operations metrics Sales Operations should create and track Sales efficiency metrics as it is one of their core missions. Sales Operations usually build reports for many departments, but having their metrics is essential as well. Are your processes smooth? Do sales reps use the tools you developed? Are they efficient with…Details
Analyze pipeline history to improve forecast accuracy Pipeline historical data can be hard to get. Salesforce reports mostly show real-time data. Unless you master Salesforce, you won’t be able to retrieve opportunities historical data. Having this data can be quite useful for forecasting, as there is a tight relationship between a consistent pipeline and projected…Details
How to prevent cheating during sales contests? Sales contests are great to boost sales productivity but can be counterproductive when sales reps cheat. Cheaters win all the time, and the most honest sales reps withdraw from contests. In the end, cheating brings dissension among sales reps and your company is giving money away. How to…Details
When processes reveal bad behaviors When I implemented Salesforce.com for a SaaS startup in Paris, the procedures I designed revealed bad behaviors. I developed methods to measure and improve Sales & Marketing performance, nothing more. In this post, I’ll show you how I realized that our Marketing team was sandbagging Marketing Qualified Leads – MQLs.…Details
Sales Operations is the Swiss army knife of Sales tools CRM, quoting, lead generation, social selling, email cadences… Sales Operations needs to master sales tools. As I write, the only CRM I’ve used is Salesforce.com, and I can tell it isn’t easy to learn. In this post, I’ll share few resources I’ve used to develop…Details