Sales Operations

Sales Operations aim to help facilitate new and existing processes throughout our field organization via the use of systems, policies, and direct support.

Charter

Sales Operations is a part of Field Operations. We aim to help facilitate new and existing processes throughout our field organization via the use of systems, policies, and direct support. Sales Operations main focus is on the Sales organization.

Teams We Work Closely With

  1. Quote-to-Cash / Buyer Experience Documentation
  2. Sales Operations Internal Page
  3. Sales Operations Monthly Close
  4. Sales Operations Owned System Offboarding
  5. Sales Operations Owned System Provisioning

Sales Operations Tech Stack

  1. Clari
  2. Leandata
  3. RingLead
  4. Salesforce Inbox
  5. Chorus
  6. LinkedIn Sales Insights

Deal Desk & Order Management KPI - Results
This page highlights quarterly KPI results for the Global Deal Desk & Order Management team.
Deal Desk Handbook
The Deal Desk team's mission is to streamline the opportunity management process while acting as a trusted business partner for field sales.
LinkedIn Sales Insights
LinkedIn Sales Insights provides access to LinkedIn data and insights at scale, giving sales operations the clarity they need to do smarter sales planning.
Order Management Handbook
The Order Management team's mission is to streamline the opportunity approval process by accurately and efficiently booking opportunities.
PO Acceptance Criteria
Acceptance criteria for Customers and Partners who require POs to accept Invoice
Sales Operations Go To Market
Welcome to The Sales Operations GTM Page! The purpose of this page is to centralize and document all key Go To Market policies & links for ease of use. Account Ownership Rules of Engagement Account Ownership Rules of Engagement Handbook Territory Tables Account Ownership Territory Tables Handbook Territory Success Planning (TSP) TSP is an automated process workflow intended to properly segment & route Salesforce accounts to the correct Sales territory & respective owner.
Sales Operations Owned Provisioning
Instructions Below are instructions on how to provision new users within various Sales-owned systems and the process we follow. Sales Operations Access Request Board Sales Opeartions Access Request Labeling System SalesOpsAR::Action Needed - Sales Ops action item is immediate or within current FQ. SalesOpsAR::In Progress - Sales Ops action item is presently being worked on. SalesOpsAR::On Hold - SalesOps AR that is blocked or not presently w/in scope of work. SalesOPS: Waiting on SFDC License - a reason an AR might be on hold.