Road to Hitting Your Quota Territory Plan Package
Whenever you update a Territory, you should provide a "Road To Quota" plan for your reps to show them not only how to hit but exceed their quota. This article will show you how to do that.
Writing / category
Sales Operations
10 articles
Sales Development (SDR) Metrics That Matter
The ultimate goal of Sales Operations in a SaaS (Software as a Service) company is to align the overall organization's roadmap and build & execute on a successful Sales Strategy to create predictable…
What is a B2B Buyer Persona?
What is a B2B buyer persona, and what is a B2B Buyer Persona Template used for? Included in this post is a template you can use!
Salesforce Change Management Best Practices
What are the best practices for managing changes in Salesforce? This article will dive into the components of a custom Salesforce Change Management app used in my Org.
What You Need To Know About a Net Promoter Score (NPS) Survey
Are you interested in learning about the Net Promoter Score and how it can help your company? Learn how to create and use NPS Surveys to improve your business.
Process to Automatically Change Contact Owners to the Account Owner in Salesforce
How can you align the contact owner with the account owner in Salesforce, automatically? In this article, we go through building a process to enable contact ownership to be the same as the account owner.
Generating a Geographic Heat Map with your Salesforce Account Data
How can you generate a heatmap with your Salesforce data? Using Google's Fusion Tables, it is very straight forward. Follow along in this article to see how you can visualize your data for many different use cases.
Creating and Documenting a Dunning (Collections) Process
What is a Dunning Process? A Dunning Process is an accounts receivable collections process used at a company. Check out this article to see an example collections process, and what may be appropriate in each stage.
Account Based Scoring Methodology in Salesforce
Creating an Account Based Scoring Methodology in Salesforce is relatively straightforward. In this article, we will go through example Account Score Best Practices and build out the necessary fields to obtain a working process.
BANT, CHAMP, and MEDDIC - What are the Best Sales Methodologies?
In Sales Qualification, especially when selling enterprise Software, there are a few Sales Methodologies that are best represented by their acronyms - BANT, CHAMP, & MEDDIC. What do they stand for, and which one is the best for your sales organization?