article thumbnail

RevOps: Setting the Foundation You Need for 2021

Sales Hacker

You’re likely familiar with operations, finance, sales, marketing, and human resources, but it can be a little harder to define what the revenue department is. The revenue department seeks to bring all functional areas onto the same page for a complete view of an organization’s revenue stream. Revenue operations explained.

article thumbnail

15 tools to make your customer service team more productive

PandaDoc

Note: If you’re using Zendesk Sell, be sure to check out the PandaDoc x Zendesk Sell integration for even faster document creation. These tools offer a greater level of customization, which can be useful if you’re relying on AI and automation to handle a multitude of requests (sales, support, customer success, etc.).

Service 52
article thumbnail

A guide to sales workflow process to increase your profit

PandaDoc

Typical actions that close a sale include final quotes, agreed negotiations, deposits, and the signing of contracts and other legal documents. Sales automation software or other solutions with eSignature functionality will help you close deals more quickly. Follow-up Any sales workflow must include follow-up steps.

Process 52