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

MAY 22, 2023

Tools and Technologies for Sales Projection In today’s digital era, several tools and technologies are available to streamline the sales projection process. Collaborate with cross-functional teams, such as sales, marketing, and finance, to gain insights from different perspectives and ensure alignment.

Technique 52

Technique Sales Strategic planning Drivers/motivators 52

Salesforce

JUNE 8, 2023

We’ve created a primer on everything you need to know to understand the newest, most impactful technology that’s come along in decades. Get the roadmap Ethical AI maturity model An Ethical AI maturity model is a framework that helps organizations assess and enhance their ethical practices in using AI technologies. Here’s how.

CRM 98

CRM Networking Healthcare User Experience 98

SaaStr

NOVEMBER 19, 2019

It’s a global technology focused investment firm. I worked my way up through management, became a clinic director at one of the largest sport medicine practices in the country. I wanted to find technology that could replace that. I was a CFO, so I went down the hall to finance to meet my people in finance.

Closing 66

Closing Customers Niche Cross-sell 66