Different Lenses – Dealing with Inconsistent or Undocumented Sales Processes

Different Lenses, a regular feature of The Sales Operations Blog, is a series of blog posts that presents two different perspectives on how to tackle various sales challenges.  By looking at a different problem each month, first through the lens … Continue reading

Are You Part of the Sales Planning Process? If Not, You Should Be.

Much of the work we’ve done as sales productivity consultants assisting clients with their sales plans has been done primarily with sales management.  While this may have been appropriate in the past, the rise of sales operations as a critical … Continue reading

Using Baselines and Trends to Refine your Forecasting Process

In our last blog post, we identified five key pipeline metrics that you can use to create accurate sales forecasts.  Today, we will discuss how two additional concepts, baselines and trends, can allow you to improve forecast accuracy, compare your … Continue reading

Improve Forecast Accuracy with Five Key Pipeline Metrics

“My forecasts are always 100% accurate. Unfortunately, my customers don’t always buy when they are supposed to.” — Anonymous Salesperson While customers don’t always do what we expect of them, sales pipelines do behave in a logical manner — as … Continue reading

How Nortel Used Sales Process & CRM To Increase Sales Collaboration & Reduce Sales Down-Time

World class sales organizations know their Sales Process: They understand best practices, consistently review, fine tune, and leverage sales technology/CRM as part of the support infrastructure. A clearly defined, successful sales process, when consistently followed, can be THE key to … Continue reading

How Clean Is Your Sales Data?

Having good data, often called clean or sellable data, is mission critical to a sales organization. This must be on your priority list! Just like humans need healthy blood flowing through our bodies to stay alive, sales organizations need healthy … Continue reading

10 Ideas – Successful CRM Implementation In Your Sales Org

If you are in charge of a CRM software implementation or adoption project at your firm there are many techniques to consider to help ensure your success. Although every business is unique, the following CRM implementation suggestions could be considered … Continue reading

A Three Part CRM Adoption Plan

Most sales organizations leverage some type of CRM (customer relationship management) system to help manage their business activities. And, like any process or system, there are some employees who embrace and adopt and others who don’t. I’ve personally been involved … Continue reading