“Let me block some time on your calendar”. That is one phrase that has always bothered me. Let us do a small experiment. Imagine the words below: Calm Harsh Soft Blunder Disastrous Beautiful Mesmerising Horrific Notice how you uttered each of these words in your mind with the very meaning they might carry. Calm for […]
When I published the last post, a business head at an early stage startup messaged to tell me he related to the problem firsthand. With that validation, this post is a natural extension to the last one. If you were a navigator surfing the oceans thousands of years ago, you would be guided by the […]
“We don’t have money to splurge on a ‘proper CRM’.” is the worst advice you will ever give yourself if you are a functional leader or a founder, if that is the answer is to “Why we don’t have enough data about our deals?” More often than not – it all comes down to execution […]
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 […]
The last I traveled was in Feb 2020 before covid was announced to be a pandemic and the nation-wide lockdown imposed. In the midst an important life event happened: marriage. But thanks to covid scare, it took us nearly eleven months after the last travel to venture out. Traveling on year-end when half of the […]
Last month we finally settled down (almost) in our new home. We just moved back to Bangalore. My wife is a Pedodontist – meaning she specializes in kids dentistry and was looking out for jobs in paediatric dentistry. I would have done disservice to her as a husband who’s operated in Ops for over eight […]
It is Numero Systems’ weekly sales meeting and this is the drill: Liz, the Sales Head: “Andy! Let’s start with you. Walk us through what’s happening on your deals”. On his third deal, Andy:“Competitor offered them $50K. What should we do?” Liz: “Hmm. Let’s take this offline and discuss”. Two hours into the meeting there are more meetings spun out […]
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 […]
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.
Resist.
TheSalesOpsGuy 