We asked Tom Andrews, Revenue Operations Manager at PassFort, recent questions from the OppGen community about Salesforce dashboards and looking for new tech tools. Read on to see what we found out –
I rebuilt our concept of accounts to actually have statuses. Then I built a reporting dashboard that shows their statuses, how they’re moving through the process, and the impact of the activity on them.
There’s a great blueprint from Funnelcake that looks at the scale of the sales team vs. sales operations team but also some potentially conflicting research from McKinsey.
Top performing sales teams have a 1:1 ratio of sales to supporting team members whereas most sales teams are more like 1:10.
Want more sales operations advice and insights? Get 15 actionable tips in The Sales Operations Playbook.
Want to keep reading? Check out more articles.