Is Your Sales Ops Ready for an Overhaul?

A graphic depicting a checklist and increasing revenue

Here’s a quick checklist of some low-hanging fruit. If any of these are true then you have an opportunity to make your sales team more efficient, competitive, and agile. Ignore them at your peril.

Your sales operations are the same as they were three years ago
Your CRM has a lot of bad / duplicate data
Your sales collateral is only customized by vertical, or not customized at all
Your reps don’t know who their A, B, and C targets are
You don’t know how much time is spent on A, B, and C targets
Exception approvals take more than half a day
Internal approvals are done via email
AI has not taken over basic sales tasks yet
Your revenue strategies have changed, but your comp plans haven’t
Orders take more than half a day to process
Order paperwork often needs revisions due to errors
The sales team spends less than 60% of their time engaged with customers
It’s harder to book an order than close an order
Paperwork is actually on paper
Your team uses spreadsheets