Sales Operations

Sales operations is the team that handles the non-selling processes and tasks inherent in the sales process. This includes generating leads, outlining sales territories, setting up incentive programs, managing sales analytics, and more. Here's everything you need to learn about sales ops.


Sales Operations 101: Guide, Examples, Metrics, Roles & More
Sales Operations

Sales Operations 101: Guide, Examples, Metrics, Roles & More

A sales operations team helps your sales team close deals faster by streamlining sales processes, building compensation plans, analyzing data & more.
Steli Efti
September 20, 2022
8 Best Sales Forecast Templates (Excel & Google Sheets) + How to Forecast Sales in 2022
Sales Reporting

8 Best Sales Forecast Templates (Excel & Google Sheets) + How to Forecast Sales in 2022

Sales forecasting templates make it easier to project future sales and adjust your strategy to maximize ROI. Not sure which to choose? Here are the 8 best.
Steli Efti
September 20, 2022
Lead management: Using intent data to accelerate your sales pipeline
Sales Operations

Lead management: Using intent data to accelerate your sales pipeline

To keep driving sales results, you need to optimize your sales processes for better outcomes. Intent data can help you effectively manage leads and better fuel your pipeline.
Yash Vardhan
September 20, 2022
9 sales optimization strategies to set your sales team up for success
Sales Process

9 sales optimization strategies to set your sales team up for success

How optimized is your sales workflow? Learn quick tips to get started with sales optimization—keep it simple, turn data into actions, avoid the trends, take advantage of automation, stay focused on your customer.
Steli Efti
July 22, 2022
What is sales tracking? 5 steps to track sales + templates & tools
Sales Metrics

What is sales tracking? 5 steps to track sales + templates & tools

Sales tracking is the process of collecting and analyzing metrics. Check out our guide including templates, tools, and the 5 steps you need to get started.
Steli Efti
June 30, 2022
Sales forecasting: Definition and methodologies
Sales Reporting

Sales forecasting: Definition and methodologies

Whether you run a small business, a startup, or a global corporation, having accurate sales forecasts gives you the ability to make smarter, better-informed decisions. In this article, we take a look at what sales forecasting is, plus five sales forecasting methodologies that you can choose from.
Burkhard Berger
September 20, 2022
How workflow automation can make inside sales teams more productive
Sales Process

How workflow automation can make inside sales teams more productive

As an inside sales rep, we want ourselves to close all deals and build connections with prospects. But it can be challenging and distract us from what we really want to accomplish.
Steli Efti
September 20, 2022
Sales enablement: What is it, and how does it work?
Sales Management

Sales enablement: What is it, and how does it work?

First off, let’s make one thing very clear: sales enablement isn’t just another fun trend that’s here today and gone tomorrow. This is no buzzword: it’s a real strategy that more and more businesses are using.
Steli Efti
April 13, 2022
1 2