This is a technical post and will only be helpful if you are a Salesforce Admin/Developer. Please feel free skipping this post to check other business and tech posts. Problem Statement: You just closed your FY20 and are trying to assess how many sales engineers were part of the opportunity team and voila! You realize […]
Any good entrepreneur or a VC will tell you retention is the long-term game. There are tons of metrics to measure customer satisfaction like NPS (Net Promoter Score). But how you build the rapport is where your genius shines. Take for instance the case of Joe Girard, a Guinness world record holder for automobile sales. […]
From this post you will have figured there’s so much data to capture to build insights for each team, but you gotta start somewhere. Here are the must have fields your lead object to start with: 1. Lead Data Completeness: Say you have five must fill fields like industry, lead source, etc. this field is a formula field that will throw […]
So this happened a few months ago: my brother was unwell with cold and my mom asked if he needed medicine. This happened the a few months ago: a friend on Zoom said he was losing hair and another friend suggested him a clinic to visit. It occurred to me that when we are faced […]
Buying an automation tool will never solve your distributed data problem. Then what is the solution? We discuss.
As a SalesOps professional, it might be very exciting to start building your CRM right when you start seeing the existing gaps.
Will it rain today? Will it rain, the next week? Will there be a covid vaccine by year end? Forecasting is a complex science.
As a SalesOps professional, have you spent time with your sales reps? If not you will never know how they use your CRM and most likely they are using it wrong without even knowing it is much easier than they are used to.
“Are we asking our users to fill too much data?” is a question SalesOps folks often face.
When you are building out the function – how much data is too much data to ask for?
I discuss it in the blog.
Continuing from our last post where we discuss how building from day one is a bad idea in Sales Operations, let us elaborate that with an example. In one of my previous jobs I had this sales guy – pretty experienced and he had used the existing CRM for years. And yet when I saw him fill the data – he would […]