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.

Strategic planning 52

Strategic planning Finance Cross-sell Strategize 52

The 5% Institute

AUGUST 15, 2023

The Benefits of Strategic Account Management Effective SAM can lead to a multitude of benefits for both the service provider and the client. For businesses, it enhances customer loyalty, reduces churn, and opens doors to cross-selling and upselling opportunities.

Account management 52

Account management Strategize Objectives and Key Results Cross-sell 52

Sales Hacker

MAY 26, 2021

Sales ops is responsible for supporting and enabling sales reps to sell efficiently and effectively. This includes everything from automating mundane tasks to lighten a rep’s workload to providing the overall strategic plan for the sales organization. Run cross-company initiatives and build a performance-based culture.

Territory 60

Territory Objectives and Key Results Finance Cross-sell 60

Sales Hacker

DECEMBER 2, 2019

Our second sponsor is Outreach , the leading sales engagement platform that enables sales reps to humanize their communications at scale, from automating the soul-sucking manual work that eats up selling time to providing action-oriented tips on what communications are working best. I understand accounting and finance. I can do this.

Strategize 52

Strategize Contract Strategic planning Drivers/motivators 52

Sales Hacker

DECEMBER 22, 2020

million with about 10, and today we’re sitting with 13 people, and we just crossed 2 million in revenue. Building a revenue plan [22:58]. Sam Jacobs: How do you think about building a revenue plan and working with the finance team to make sure that you’re setting the targets in a way that is right for the company?

Cross-sell 73

Cross-sell Clients Growth Up-sell 73

PandaDoc

APRIL 3, 2023

A quick note : Proper planning software makes this step significantly easier to complete. If you’re in doubt, you can never go wrong with a dedicated planning tool. Please note that supply chain planning is crucial to the success of your overall S&OP. Do you have set production plans you tend to use?

Process 52

Process Objectives and Key Results Teamwork Finance 52

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. How can you sell more product? We had crossed the 100 employee barrier because we really wanted to scale to get to that 50 hundred million dollar mark.

Closing 67

Closing Customers Niche Sports 67