Are sales representatives following your processes? If that situation seems familiar to you, then you should review the processes you have designed. On the one hand, sales representatives do not want to fill in information about leads, calls, meetings, quotes, and opportunities in the system. They want to sell. On the other hand, sales managers ask…
A consistent sales pipeline starts with a consistent sales process. The sales pipeline is the total amount of open opportunities. It is useful for day-to-day operations, territory management, forecasting, etc. Forecasting is especially crucial as it shows you master your business. Startups investors and big companies top sales leaders will expect high forecast accuracy. If…
Scale sales processes with buttons URL hacks Sales Operations design sales processes so the top management can have visibility on sales activities. Defining calls, meetings, sales qualified leads, etc. in the system is the key. When each individual has its definitions of sales activities, it’s impossible to report on it. Let’s take the example of…
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…
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.…