SaaSy Sales Operations
Learn from leaders of the highest growth SaaS sales organizations in the world!
[Scroll to bottom for agenda and course dates]
Perhaps they have asked you to manage their CRM, or maybe you are running a couple reports for the team. Regardless of your role, the problem that you have probably faced is that you are often taking orders and do not know how to translate your work into strategic insights and tangible results. As much time as you are spending driving change within your organization, you actually need to drive change within yourself.
SaaSy Sales Operations will give you best practices and real tools that will help you build a world class Sales Operations team, as well as hands on tools to help you build your own strategic plans. You will walk out of this program with actual tools and calculators so you can implement new strategic plans immediately for your business, as well as connect you to a new network of top notch sales operations professionals.
The Sales Operations Manager Workshop Agenda
These are the very best practices as deployed by the fastest growing Silicon Valley companies are taught and reinforced by this one of a kind program.
SALES OPERATIONS ROLES AND RESPONSIBILITIES
Today you might be an army of one, an army of few, or even have no one purely focused on Sales Operations. You will learn how to build a Sales Operation org from the ground up, as well as learn your own progression path.
STRATEGY AND PLANNING
Building a successful Go To Market (GTM) strategy and execution plan is essential for a rapidly growing company. You will learn how to uplevel your own organization through best practice sharing, coaching, and hands on training where you will build an actual GTM of your own.
POLICY & PROCESS
Once your territories and compensation plans are in place, how do you make sure the sales team runs efficiently? We will discuss rules of engagement, playbooks, ongoing skill training and understanding how much change to implement and when.
DATA AND TECHNOLOGY MANAGEMENT
Tracking requests and CRM tickets can be daunting. We will discuss proper communication plans, release management tips and how to keep your data hygiene clean.
ALIGNING SALES, MARKETING AND CUSTOMER SUCCESS
One of the most difficult parts of running Sales Operations is managing the communication divide between sales and marketing. Learn how to gain executive support, how to work across and with multiple orgs and build a collaborative culture of success.
Building reports and dashboards is part of the role, but how do you go from an order taker to an insight maker? We will show you how to digest data into manageable insights for your CRO. We will learn how to be proactive in data analysis and reporting on metrics they are not used to seeing.
THE PILLARS OF SALES OPERATIONS
Territory planning, compensation design, sales process & methodology, forecasting… there is so much to learn in Sales Operations. We will learn the basics of good sales operations, while building up a network of support.
Good time (and self) management is critical to your success. Here, we’ll discuss good time management frameworks, how to focus and prioritize, and what gets in the way of you doing your best work.
We’ll close out day two by sharing a framework to manage your work and life blend/balance, and talking through the key elements in your self care routines. Learn how to manage stress, and deal with inappropriate clients as part of this module, as well as setting healthy boundaries with key stakeholders in your life.
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SaaSy Sales Operations Workshops
Our workshops sell out fast, so make sure to register at the location of your choosing. We keep the events to a small group to ensure a high level of interaction.
SAASY SALES MANAGEMENT
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For a complete overview of our course delivery and follow-up approach, download our SaaSy overview document.