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6/5/18 10:00 AM

More Accurate Sales Capacity Plans Requires Data-Driven Approach

 

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5/18/17 11:47 AM

Take a Strategic Breather With This Sales Executive QBR Template

The sales Quarterly Business Review (QBR) is when each rep has to bare his or her soul. Exposing every weakness, however carefully hidden by the kids. Pink Floyd lyric? Anybody? Anywho, before the grilling begins, sales executives might consider subjecting themselves to an executive QBR. This is your chance to analyze how well your sales plan is playing out, and make needed adjustments. That was definitely not a lyric.

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5/15/17 2:35 PM

Sales Operations: Six Factors for Measuring Your Success

Sales Operations is a multi-faceted role that intersects many aspects of the business. It’s an incredibly broad position and you’ve probably had your hand in everything from developing pipeline metrics and sales forecasts, to implementing sales methodology and maintaining the weekly sales cadence, as well as working between Sales and Finance on budgets and planning. 

 

Then, there are the initiatives like delivering sales training and playbooks, rolling-out sales tools and technology, and configuring CRM. Finally, there’s the tactical day-to-day work like brokering peace treaties between Sales and Marketing, as well as providing analysis, analysis and more analysis.

 

So, the big question is, how do you quantify Sales Ops’ success? Keep reading for six factors to consider when measuring this.


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5/4/17 12:26 PM

A Sales Leader Playbook to Close Out the Quarter in Style

Before it’s 30 days from quarter end make sure to define your team's path to hit sales target. In the spirit of finishing the quarter in style, we created this End of Quarter Playbook to help sales leaders click into action as the quarter end draws near. Initiate your 4 actions for this playbook: identify your sales gap, categorize your pipeline deals, map your quarter climb and initiate rep close plans. 

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4/25/17 2:37 PM

Rock Your Next Board Meeting With This Sales Deck Template

A great board of directors gives the VP of Sales the strategic advice he or she needs to scale the company. But they can't do that if the Sales story isn't clear. We made this presentation template to enable Sales to better visualize and articulate its story so your Board presentation is sharp, on point and looking great.

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3/14/17 3:50 PM

A Beautiful Template for Presenting Sales Ops Metrics

Cold hard facts. Sales ops loves them. But how you present metrics makes all the difference. Crack open a spreadsheet during a meeting and you'll be met with squints. Pop a standard PowerPoint and you'll hear a low-pitch grumble envelop the room. The moral of the story? Pay close attention to how you present your metrics. Your analysis tells a distinct story every week, month and quarter. Make sure it's an engaging one!

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