Cross-sell Finance Relationship Management Strategic planning 
The 5% Institute
JUNE 15, 2023
It encompasses a range of activities that support and optimize the sales team’s performance, including strategic planning, process management, data analysis, and technology implementation. Strategic Planning for Sales Operations Effective strategic planning is a crucial aspect of sales operations.
SaaStr
NOVEMBER 19, 2019
Nancy Ham : I had to cross idea number one off my list of rationalizing marketing. I was a CFO, so I went down the hall to finance to meet my people in finance. Nancy Ham : Things like patient relationship management, ways to engage the patient clinically between visits, now referral relationship management.
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