Designing Effective Business Processes: Creating Synergy between Sales Representatives and Managers 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…
Mastering Sales Pipeline and Forecasting: Key Strategies 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 you get it…
Streamlining Sales Activities: Simplifying Definitions and Automating Processes 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…
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…
From Cheating to Success: The Journey to Transparent MQL Reporting As started my carrer as a Salesforce administrator in a small tech startup in Paris. Turns out, as I was the only one in this small company implementing processes in Salesforce to be able to measure and improve KPIs such as leads, Marketing Qualified Leads…