Before you do anything else, make sure you have the things in this section in order.
Articles Related To Revenue Operations
LinkedIn let’s you know that people changed jobs, but knowing when they changed is a bit more difficult. This is a quick guide to show you how to track it in Salesforce.
Zoho CRM makes it very easy to automate capturing when your sales cycle dates change. This article offers some guidance on how to do it.
It’s vitally important to automate capturing dates in your CRM. It’s also really easy.
Don’t be lulled into relying on Salesforce’s Opportunity Types. While those are helpful, you’re really selling products so configure those correctly.
When you connect with people who used to work for your current customers, you have immediate rapport and can skip the long introductory process since they already know about you and/or your company.