Top 10 Sales Enablement Software of 2025 RevOps 10 min Your sales reps have a mile-long to-do list. They need to generate leads, manage the pipeline, attend customer meetings, and follow up on a ton of other activities.  You’d agree it’s overwhelming.  With so many things to juggle, it can be difficult for them to figure out where to focus their energy. This multi-tasking is one of the biggest blockers for sales teams today. Shockingly, only 35.2% of a sales rep’s time is spent actively selling.  So, what’s the solution?  Give your sales reps the power they need to succeed with great sales enablement software. In this article, we’re going to cover everything you need to know about sales enablement – from what it actually is, to the benefits you’re missing out on if you’re not using it for your sales team.  Plus, we’ll be sharing the ultimate list of the top 10 sales enablement software that you can use to turn your reps into super-reps.  Top 10 Sales Enablement Software of 2024 1. Nektar 2. SalesLoft 3. Groove 4. Cirrus Insight 5. InsideSales 6. Mixmax 7. Spotio 8. salesSimplify 9. Buzzboard 10. VanillaSoft What is Sales Enablement?  Sales enablement is no longer a nice-to-have — it’s a must-have for any organization that wants to stay competitive in today’s rapidly evolving business landscape. Forrester Research Sales enablement is a term that’s been gaining popularity in the business world over the past few years. In a nutshell, it’s all about providing sales teams with the tools and resources they need to be able to sell more and better.  This can include things like product knowledge, sales training, customer insights, sales automation software, and other resources that can help sales reps get better at what they do.  The ultimate goal of sales enablement – increase sales.  Overview of Top 10 Sales Enablement Software of 2024 Now that you know what you should look for, we will give you a detailed comparison of the top 10 sales enablement software in the industry and how they can turn the tables for your sales processes. 1. Nektar   Nektar is a sales productivity platform that helps sales reps improve their performance and hit their targets by using data-driven insights and automation. It offers various tools and features that help streamline the sales process including automated data collection.  The platform enables sales reps to focus on what they do best – building relationships with prospects and closing deals. Nektar’s primary focus is to equip sales teams with the necessary tools and resources to kickstart their sales funnel effectively. The platform enables sales reps to focus on what they do best – building relationships with prospects and closing deals. Nektar’s primary focus is to equip sales teams with the necessary tools and resources to kickstart their sales funnel effectively. Key features: Automated tracking of leads, deals, and pipeline metrics Collaborative forecasting and scenario planning AI-powered revenue optimization insights Rules configuration for sales updates Real-time notifications and alerts for revenue insights Historical data analysis and trend forecasting User-friendly interface with customizable dashboards Integration with popular CRM platforms 2. SalesLoft   SalesLoft is a comprehensive sales engagement platform that is designed to help sales teams streamline their workflows and drive revenue growth.  The platform is known for its focus on personalized outreach and building strong relationships with customers, as well as its ability to provide managers with valuable insights and data to help them optimize their teams’ performance. Overall, SalesLoft aims to help businesses improve their sales processes, drive growth, and achieve their revenue goals. Key features: Email tracking and scheduling Sales automation and cadence management Call tracking and recording Analytics and Reporting Social selling tools Sales coaching and training resources Customizable sales workflows Mobile app for easy access to the sales dashboard 3. Groove   Groove is a sales engagement platform that helps sales teams increase their productivity and efficiency. It offers various functionalities, with a focus on email tracking, CRM integration, sales automation, and analytics and reporting.  The platform is known for its user-friendly interface and ability to be customized to fit the specific needs of each sales team. Its goal is to streamline the sales process, improve collaboration, and ultimately drive better results for businesses. Key features: Email tracking, scheduling, templates, and scheduling Real-time analytics and reporting Customizable sales workflows Sales coaching and training resources Mobile app for on-the-go sales 4. Cirrus Insight   Cirrus Insight is a sales engagement platform that is designed to integrate customer relationship management (CRM) tools like Salesforce, Gmail, and Office 365 into a single, unified platform The main focus is on improving sales productivity and efficiency by enabling sales teams to manage all of their customer interactions and data in one place, while also providing managers with valuable insights to optimize team performance and drive growth. Key features: Email tracking, scheduling, and templates Sales automation and workflow management Analytics and reporting Customer data management and segmentation Lead and opportunity tracking Campaign and pipeline management Calendar integration and scheduling 5. InsideSales   InsideSales is a sales engagement platform that leverages AI and machine learning algorithms to help sales teams prioritize leads, personalize outreach, and close deals more effectively. The tool allows sales reps to work together on deals, share insights and information, and collaborate on sales strategies. The platform’s AI capabilities can also help sales teams identify hidden opportunities and potential areas for growth. Key features: AI-powered predictive analytics  Lead scoring and routing Email and call tracking  Sales coaching and training  Real-time insights and analytics  Mobile app for productive sales  Pipeline management and forecasting  6. Mixmax   Mixmax is an all-in-one sales productivity and communication platform that provides a range of features and tools to help sales teams streamline their workflows, improve productivity, and close more deals.  The platform offers real-time collaboration and commenting, allowing team members to share insights and feedback on sales activities and customer interactions.  Key features: Email tracking and scheduling Email templates and snippets Calendar scheduling Automated and personalized email sequences Analytics and reporting 7. Spotio   Spotio is a

A Revenue Leader’s Guide to a Successful SKO 2025 Sales 10 min As revenue leaders, you must be busy preparing for your Sales Kick Off (SKO) for 2025. With so many challenges being carried forward from the last two years, are you wondering what a modern SKO might look like for the coming year? The approach you take must communicate your go-to-market strategy for the year ahead, and set up your sales reps for success. To make this happen, you will have to address some of the most pressing challenges that your sales reps face. In this article, we have compiled top tips from 15 revenue leaders on what they plan to do differently for their SKO 2025. These are the top use cases these leaders plan to focus on. We believe it will be helpful in making your next SKO a game-changing event and will help you drive your revenue acceleration plans. 1. Understand who your reps are speaking to and at what stage Your sales reps probably speak to multiple prospects on a daily basis. However, the most initial prospects might not always be the most valuable when it comes to closing deals. As the sales cycle proceeds, it’s not uncommon for different personas or buyers to enter the conversations. The more information your reps have on these new entrants, the easier it will be for them to close deals faster. In short, your sales reps must be adequately equipped to handle dynamism with respect to buyer queries at different stages of the sales cycle.  For instance, a deal might be at a later stage in the sales process, and a new persona might enter into the conversations through your email threads. This should not go unnoticed, and your system should alert on the role that this new stakeholder might play in the deal journey.  Instead of being lost on new buyer personas entering the sales conversations, the right tool can help you figure out some of the following questions: Is the new persona valuable in accelerating my deal cycle? Does the new persona have a say in the decision-making process? Does the new persona affect my deal size? Depending on the answers you get, your sales managers can coach reps about the persona(s) that are now a part of the buying committee. They can also educate reps on how to handle the probable objections that might come with them. This way, your sales reps will be alerted and prepared to mould the forthcoming conversations with the new persona in mind.  2. Use activity data to understand if the deal is real Sales pipeline management continues to be one of the most challenging aspects of managing a sales team. While there are automation tools that have made it simpler for sales managers to create detailed sales pipeline reports, the quality of these reports might not always be of value. The key reason is sales pipeline bloating. Over a period of time, your sales pipeline might get bloated with many opportunities that are no longer viable. This happens because your sales reps might not want to eliminate any deal opportunity, even if no conversations have taken place in a long time. Your sales reps might also believe that the bigger the pipeline is, the more value it holds or creates a positive image of their selling skills for their managers. However, the truth is that these opportunities end up wasting time and resources when conversations are missing. They need to be eliminated from the pipeline so that reps can focus on deals that are actually valuable.  If your sales managers have a clear picture of where the pipeline looks bloated, they can decide on how to drive predictable quarters for themselves. The activity data of the reps can be used as a leading indicator to determine which deals are real and whether the deal has a potential to be closed or not.  This significantly improves the sales cycle and helps focus on deals that actually yield positive returns for your organization.  3. Monetize the value of your CRM Sales technology, such as CRM tools have become an integral part of the sales process for top-performing organisations. While CRMs solve a lot of challenges sales teams face, they also have certain limitations. Sales people spend 17 percent of their day entering data into their CRMs. This struggle to find clients, research and keep CRMs up-to-date can suck out the energy of your sales reps, leaving less time for them to spend on more strategic and revenue-generating activities.  CRMs also run the risk of carrying incomplete data as manual entry is prone to error. Overtime, CRM data can also become stale and not really add any value to closing deals. Your sales reps are busy. You need to give them automation solutions that make their lives easier. According to Hubspot’s Global Sales Enablement Report 2021, leaders and managers who use automation as a part of their sales process are exceeding revenues.  Automation is helping reps improve their productivity and close more deals by eliminating manual tasks from their everyday life. By automating parts of their sales process, sales leaders free up rep time to focus on selling.  A system that logs all activities of your sales reps, creates contacts and updates business objects such as accounts and opportunities in your CRM without any human intervention can potentially free up five to six hours of their time per week. Nektar maintains CRM hygiene by automating the data entry process and provides timely and accurate insights on revenue activities, delivering 3 key values -100% CRM hygiene, higher win rates, and increased deal velocity. 4. Improve playbook compliance for consistent selling Poor internal processes can be the major reason causing deals to slip through the cracks. When reps from your teams communicate differently with customers, it might harm your brand’s reputation.  A playbook freezes the sales process to be followed, and helps create a strong foundation for your teams. An HBR study found that 50 percent of high performing sales organisations had sales processes that were closely

How Activity Tracking Can Help You Get Better Visibility into Deals RevOps 10 min There hasn’t been a time that demanded sustainable revenue growth more than now. Economic headwinds of the last few months have forced businesses to rethink their revenue growth strategies and focus on efficiency. This means getting away with anything that does not make a positive dent in revenue or causes revenue to leak across the sales funnel. But cutting deep costs is not the only way to increase profits. It’s about doubling down on what’s working. And investing time and resources in strategies that help the whole company march towards the same objective – increased revenue.  And there is one sure shot way of achieving this. By knowing exactly what’s happening with your deals. And how can you do that? Activity tracking. Let’s dive deep.   What is Activity Tracking? Activity tracking in sales refers to monitoring and recording the various actions and behaviors undertaken by sales professionals as they engage in their sales activities. It involves tracking and measuring the specific activities performed during the sales process, such as the number of calls made, emails sent, meetings scheduled, demos conducted, and deals closed. The purpose of activity tracking in sales is to gain insights into the sales process, assess individual and team performance, and make data-driven decisions to improve sales effectiveness.    What is an Activity Tracking Software? An activity tracking software is designed to monitor and record the various activities performed by sales representatives or teams. These activities typically include interactions with leads and prospects, customer communication, follow-ups, and other sales-related tasks. The primary purpose of activity tracking software is to help sales managers and team leaders assess and improve the productivity and effectiveness of their sales teams. Why Do We Need Activity Tracking? Accurately and comprehensively capturing activity data poses a significant challenge. Despite 67% of businesses utilizing 4 to 10 digital tools, they need to track the activity data generated by these tools completely and precisely. Additionally, 79% of opportunity-related data sales representatives collect never enters the CRM. Moreover, the data recorded in systems like CRM could be more reliable, plagued by issues like outdated, missing, or incomplete entries. This lack of data accuracy is a concern for as many as 70% of revenue leaders, leading to substantial financial losses averaging around $15 million per year for organizations. The presence of accurate and complete activity data in systems like CRM creates misalignment among teams in terms of their technological tools and objectives. When sales teams grapple with questions about updated prospect contact information or the correctness of email IDs in the CRM, their efficiency could improve, positively impacting both businesses and customers. Due to lacking confidence in the data, sales, and marketing teams work in the dark, unable to leverage the full potential of significant investments like CRMs. This situation results in poor returns on investment for such resources.     https://www.youtube.com/watch?v=GO6zZpHUoIg&t=1s How Does Poor Activity Data Affect Revenue? Poor data and a lack of activity data in the CRM can harm gaining accurate insights and lead to revenue leakage throughout the customer journey. Here are some key points to consider: 1. Inaccurate or incomplete data When data quality is compromised, it becomes challenging to extract meaningful insights. Only complete or updated information can lead to correct assumptions and flawed decision-making. 2. Missed opportunities Important customer interactions and touchpoints may go undocumented without comprehensive activity data. This lack of visibility can result in missed opportunities to engage prospects, address their needs, and nurture relationships, leading to potential revenue leakage. 3. Ineffective sales strategies The absence of activity data hinders the ability to analyze and optimize sales strategies. Without a clear understanding of which activities drive results, aligning sales efforts with customer preferences and needs becomes difficult, resulting in suboptimal outcomes. 4. Inefficient resource allocation With activity data, it’s easier to assess the productivity and effectiveness of sales teams. This can lead to misallocation of resources, including time, effort, and budget, resulting in revenue leakage and diminished returns on investment. Clean data is essential for Activity Tracking Software as it ensures accurate and error-free information, leading to reliable insights into sales team activities and facilitating better decision-making and performance analysis. With clean data, the software can provide a comprehensive view of sales interactions, prospect engagement, and customer behavior, enabling businesses to identify opportunities, optimize processes, and enhance overall sales efficiency.  Moreover, clean data minimizes the risk of misinterpretation or skewed reporting, fostering greater trust in the software’s output and empowering sales managers and teams to take data-driven actions to achieve their goals. Benefits of Activity Tracking Software Here’s a look at the various advantages of an activity tracking software: 1. Clear visibility into deals Increased visibility into deals serves as a prerequisite for enhancing productivity. When you have comprehensive activity data, you better understand each deal’s status, identify areas that require improvement, and prioritize values that need immediate attention.  Consider the importance of deal reviews in a successful sales process. By utilizing insights derived from unified activity data, deal reviews can evolve from impromptu events to impactful sessions, where sales managers gain clear visibility into the intricacies of every deal.  As activities related to each deal are automatically captured and updated, managers no longer need to remind sales representatives to input data into the CRM constantly. Instead, both reps and managers can access a comprehensive view of contacts and deal specifics within the pipeline, allowing them to focus on urgent matters. 2. Identification of winning rep behaviours Activity data enables you to correlate the productivity of your sales representatives with their performance. For instance, you can obtain crucial insights to answer important questions such as:  Activity data helps map sales reps’ productivity to their performance It provides answers to critical questions such as time allocation, engagement with high-value customers, decision-maker involvement, adherence to best practices, sales target progress, account engagement, and lead follow-up Insights from activity data serve as leading indicators for real-time coaching and decision-making Managers gain

Unlocking Data Success: How RevOps Can Transform Data Hygiene for Companies Data hygiene is an essential prerequisite for revenue growth. Read about the role RevOps can play in championing this cause. CRM RevOps In today’s hyper-competitive business landscape, organizations are increasingly recognizing the indispensable value of data in driving growth. However, the sheer volume, velocity, and variety can pose significant  data cleaning challenges. Data hygiene issues can hinder decision-making, customer experiences, and overall operational efficiency.  As a RevOps team, you need to be able to help all teams. A big part of it is making sure all the different tools and systems are connected. RevOps is there to plan, help with processes, building process paths and writing those out. It is also the keeper of truth. When it comes to numbers, we need to ensure that people have actionable data, and we help them with the best process to move forward.  – Trent allen, revenue operations manager at maxio In this blog, we re-look at our conversation with Trent Allen, Revenue operations manager at Maxio – the financial revenue operations platform. We discuss Revenue Operations (RevOps), and how it can offer a strategic approach to address data hygiene concerns to unlock untapped potential. Listen to the full conversation here: Ep #9: Championing Data Hygiene With RevOps ft. Trent Allen Let’s begin with what’s data hygiene and how RevOps can help solve the issue of unclean data: What is Data Hygiene? Data hygiene refers to the practices and processes used to ensure data’s cleanliness, accuracy, and reliability. It involves maintaining and improving data quality throughout its lifecycle, from creation to disposal. Organizations can minimize errors, inconsistencies, redundancies, and other issues impacting data integrity and usefulness by implementing data hygiene measures. Data hygiene is crucial in RevOps by ensuring accurate, reliable, high-quality data across all revenue-related functions. Clean data enables informed decision-making, as it provides accurate insights and trends. Check out our entire conversation with Trent, around Revenue Operations, and how it can facilitate data hygiene. https://youtu.be/-Zi6T1Ny9jI?si=BEKxKMTmlCLGwzsb What is RevOps? And What Role Does Data Hygiene Play in it? RevOps, short for Revenue Operations, is a strategic approach that aligns and integrates an organization’s sales, marketing, and customer success teams. It optimizes revenue generation by breaking down silos, improving collaboration, and streamlining processes across these departments. RevOps teams typically work on aligning sales and marketing strategies, implementing and optimizing sales processes, managing and analyzing customer data, and leveraging technology tools to improve operational effectiveness. RevOps ensures a cohesive and coordinated approach toward revenue generation by aligning sales, marketing, and customer success efforts. It promotes better communication, eliminates inefficiencies, and enables data-driven decision-making. A critical aspect of coordinating various departments is ensuring the cleanliness and accuracy of data, which is where data hygiene comes into play. RevOps recognizes that high-quality data is essential for making informed decisions. By implementing data hygiene practices, RevOps teams work to cleanse and maintain data integrity, eliminating errors, duplicates, and inconsistencies. I think a big part  is making sure all the different tools and systems are connected and that the data is passing between them fluidly, so that the end-user can save their time.  – Trent allen, revenue operations manager at maxio How Can RevOps Facilitate Data Hygiene? A company’s data is like a garden—a vast expanse of information, ripe with potential. However, just like a garden, data requires meticulous care and attention to thrive. This is where Revenue Operations (RevOps) steps in as the expert gardener, armed with the tools and strategies to ensure optimal data hygiene. Here are a few ways in which RevOps can contribute to maintaining clean and accurate data: 1. Data Governance RevOps can establish data governance policies and standards across the organization. This includes defining data quality metrics, data validation rules, and data ownership responsibilities. RevOps ensures that data is managed consistently and effectively by setting clear guidelines. 2. Data Integration and Alignment: RevOps teams work towards integrating data from various sources, including sales, marketing, and customer success systems. They can identify and resolve inconsistencies, redundancies, and inaccuracies by aligning data from different departments. This process improves data integrity and ensures a single source of truth. 3. Data Clean-up and Enrichment Data cleaning and enrichment includes reviewing and updating customer and prospect information, eliminating duplicate records, and correcting errors or inconsistencies. This enhances data accuracy and reliability. 4. Data Analytics and Reporting Data analytics tools and techniques can provide insights into customer behaviour, revenue trends, and sales performance. RevOps identifies patterns, anomalies, and data quality issues by analyzing data. This information helps in addressing data hygiene challenges and improving overall data quality. 5. Training and Education RevOps teams can train employees across departments on data hygiene best practices. This includes educating teams on data entry standards, data maintenance procedures, and the importance of data quality. By increasing data literacy within the organization, RevOps promotes a culture of data hygiene. Clean data ensures accuracy, integrity, and reliability, leading to improved decision-making and strategic planning. Data hygiene enhances operational efficiency, as it reduces errors, duplicates, and inconsistencies that can hinder processes. You want to be careful about what you allow to be manually input, if the data is flowing to your center of truth, then it can have a huge impact. Every team has a different model, and with us, we have made RevOps to be the centralized pillar of truth for the company.  – Trent allen, revenue operations manager at maxio Benefits of Having a Data Hygiene Strategy Let’s have a detailed look at the various benefits of Data Hygiene:  1. Accurate decision making Clean and accurate data serves as a reliable foundation for making informed decisions. By ensuring data integrity, organizations can trust the information they rely on, leading to more accurate insights and better decision-making at all levels. 2. Improved operational efficiency Data hygiene minimizes errors, redundancies, and inconsistencies in data. This leads to streamlined processes and increased operational efficiency. Clean data allows employees to access and use relevant information quickly, saving time and

10 Tips for Efficient Pipeline Tracking RevOps 10 min When times are tough, you need twice as many opportunities to close one deal. And to get more opportunities, you need quality prospects. A sales pipeline can give you an overview of what your selling cycle looks like. But how do you zero in on the right deals? How do you know they won’t fall flat a month down the line? Meticulous pipeline tracking is the answer. It brings sales reps closer to the moment of truth – will the deal close or not? Let’s get started. What is Sales Pipeline Tracking? Pipeline tracking puts every deal under the scanner.  It tells you how each one stacks up in terms of revenue potential – which deals are likely to convert, by when, and what stage they are currently in. Reps can then work backward from the goal and focus on the ones that will give them the best chance of hitting quota.  Let’s understand with an example. Let’s say your conversion rate for the month is 12% on a pipeline worth $1 million.  To achieve a quota of $300,000, you will need to double the number of opportunities you have lined up. Many people think the sales pipeline and sales funnel are the same.  There’s a difference, and it’s this: Sales pipelines represent the sales cycle from the seller’s perspective.  Sales funnels visualize it from the other side – the customer’s perspective. Related Resource: 5 Ways to Improve Your Sales Pipeline Visibility With sales pipeline tracking, you can: Pinpoint lagging deals and take steps to revive them. Estimate how many deals are likely to close in the next month or quarter. Analyze sales productivity by individual or team and see if they are doing the right activities. Share actionable advice on the best way forward. Make deal forecasts more accurate Identify opportunities for sales optimization What are the Components of Pipeline Tracking? Pipeline tracking has three key components: 1. Opportunity Stages These stages show the relative position of a deal since entering the sales funnel. 2. Conversion Rates This is the rate at which leads turn into opportunities and opportunities into sales. 3. Pipeline Value This is the total dollar value of the pipeline as a whole. It represents the total revenue potential of every active opportunity. 10 Tips for Efficient Pipeline Tracking For pipeline tracking to be effective, sales teams must: 1. Define the right pipeline stages Pipeline stages like ‘closing’ or ‘negotiation’ can be confusing for reps in the middle of a busy day.  To be fair, many sales managers use the default stages available in Salesforce or other tools.  But this ends up affecting pipeline visibility, forecasting accuracy, and revenue numbers.  The key is to: Be as specific as possible when describing each stage. For example:  ‘first call – no answer’ or ‘quote sent for approval.’ Make sure that pipeline stages relate to the sales process. Have a limited number of deal stages – no more than 7. 2. Define clear exit criteria for each stage Now that we’ve defined our pipeline stages let’s think about the exit criteria for each.  You can do this through a series of Yes/No questions based on the status of an account.  Depending on the deal stage, a few good questions could be: Has the rep qualified the customer by asking relevant questions? (Needs Analysis stage) Is the rep in contact with the economic buyer or the champion? (Initial Meeting/Needs Analysis stage) Has the customer confirmed they’re OK with the proposal/ mutual action plan? (Proposal stage) Has the customer agreed to sign the contract? (Negotiation stage) Clear exit criteria enable reps to move deals from one stage to another with ease.  Why not specify review criteria so reps can clean up their pipeline too?  You can benchmark the average closing time per rep and then track the following: The number of days a deal has been open The number of days since the last activity The expected close date mentioned by the rep In any case, tell your reps to reach out one last time before dropping a lead. You never know if they might have a future requirement. 3. Define the right pipeline metrics Pipeline metrics play a key role in setting KPIs and sales quotas based on the goal.  Some key metrics are: a. Number of new leads This is the total number of new leads entering the pipeline. Many businesses track new leads by source. Others prefer to track them at the opportunity stage. b. Pipeline value This is the total projected value of the opportunities you currently have. c. Conversion rate This includes converting leads to opportunities or closing opportunities into deals. d. Sales Cycle Length This represents how long it takes your reps to finally close a deal. Other key pipeline metrics include: Annual recurring revenue Average revenue per user Average deal size Pipeline velocity Related Resource: 15 Sales Metrics You Must Track 4. Streamline lead scoring Why do some opportunities score high but don’t convert?  And what about opportunities you didn’t pay much attention to but ended up closing?  If this happens too many times, it could be a sign that reps are not qualifying leads enough.  And this could create bottlenecks a couple of months down the line.  Review your lead scoring criteria – plus the lead qualification methodology.  This can help focus on opportunities with the best potential for closing. 5. Prioritize pipeline reviews Many sales managers focus all their attention on late-stage (negotiation) deals.  And that’s important from the revenue point of view.  But sales reps do need a big-picture view of the pipeline as a whole.  Pipeline reviews can help identify the winnable deals earlier in the funnel and find ways to achieve quota.  Managers can verify the ‘real’ opportunities and coach accordingly.  Now, it’s not possible for busy sales teams to have pipeline reviews every day.  But managers can share pipeline reports so that reps know what’s going on. Beginning of the 90-Day Phase: Vision and Execution 6. Customize Salesforce

7 Salesforce Reporting Tools to Consider in 2025 RevOps 10 min Salesforce reporting tools are vital assets for businesses that want to go beyond just acquiring leads and closing deals. These comprehensive solutions are a game-changer for sales leaders who want to ace their sales and customer relationship management. Salesforce reporting tools also enable data-driven decision-making, which is a must-have for a successful business. If you are looking for a reliable reporting tool for Salesforce, you are in the right spot. This article will explore the top seven options offering various features and salesforce reporting capabilities to address your reporting needs. So, let’s get started. What is a Salesforce Reporting Tool? Salesforce‘s reporting tool is a data reporting software that helps extract, organize, and analyze data from the Salesforce platform. The platform provides users with functionalities to transform raw data into meaningful insights. As a result, it helps businesses make informed decisions, track performance, and drive growth. Salesforce reporting tools offer varied capabilities to cater to diverse reporting needs. They empower users to create customized reports and dashboards, visualize data in various formats, and drill down into specific details for deeper analysis. These tools also integrate seamlessly with Salesforce’s data model, allowing users to leverage the full potential of their sales data without the need for complex coding or technical expertise. 8 Salesforce Reporting Tools for 2023 Let’s look at the top Salesforce reporting tools in 2023 you can consider for your business: 1. Tableau Tableau is a powerful Salesforce reporting tool that offers seamless integration within the Salesforce ecosystem. With its built-in reporting module, Tableau allows users to connect directly to Salesforce data and create interactive reports.  Tableau’s ability to embed visuals directly within the Salesforce application sets it apart, providing users with a cohesive experience. Moreover, data can be securely passed back and forth between Tableau and Salesforce, ensuring the confidentiality and integrity of your data throughout the reporting process. Key features: Full information availability Self-service analysis and visualization Data blending Knowledge and skill sharing 2.G-Connector G-Connector bridges the gap between Salesforce.com and Google Spreadsheet, enabling efficient data exchange between the two platforms. With G-Connector, users can effortlessly connect their Google Spreadsheet to Salesforce.com, allowing manual and automatic data synchronization.  The versatile tool offers multiple methods to create data snapshots in Google Sheets, ensuring flexibility and convenience. A standout feature of G-Connector is the ability to set up a shared Google spreadsheet, enabling the Sales team to enter and update sales data in one central location easily. Key features: Automatic data exchange Snapshots of Salesforce data Single shared Google spreadsheet Notifications for team members 3. Jotform Jotform is a supercharged online form builder that offers a number of subproducts and features, eliminating manual data entry and automating your workflow.  It makes generating Salesforce reports effortless by allowing users to collect data and create beautifully designed dashboards & dynamic reports – all automated and ready to go at any time. Jotform also offers a handy analytics tool so you can keep track of where you are with your projects easily. Key features: Dynamic reports and dashboards Analytics and visualization Integrations to automate other apps including Salesforce Building complex workflows with approval flows 4. Klipfolio Klipfolio offers a cloud platform app for building real-time business dashboards. Users can create highly customized dashboards with tailored metrics and data visualizations fueled by multiple data sources, including Salesforce.  The tool connects businesses to hundreds of data sources, ensuring comprehensive and up-to-date reporting. The beauty of Klipfolio lies in its flexibility and accessibility, as the dashboards can be monitored from anywhere, on any device. As a result, Klipfolio enables businesses to gain real-time insights and easily make data-driven decisions. Key features: Flexible data connection Highly customizable metrics and data visualization Data mashups Publish data to TV wallboards Pre-built content 5. Conga Composer Conga Composer is a robust Salesforce reporting tool that empowers businesses to create error-free, templated digital documents directly within Salesforce. The application automatically populates richly-formatted templates with data from Salesforce.  Businesses can effortlessly generate reports, proposals, contracts, and other important documents, saving time and ensuring accuracy. In addition, seamlessly merging Salesforce data into customized templates streamlines the reporting process. It enables businesses to create professional documents easily. Key features: Generate documents in multiple formats Store documents wherever possible Accurate, consistent, pixel-perfect documents 6. Smartsheet Smartsheet is a Salesforce reporting tool that aims to increase the productivity of sales teams. It also enhances visibility into sales operations while maintaining the established workflows. With Smartsheet, collaboration and sharing become effortless across both Salesforce and non-Salesforce users, eliminating the need for manual data exports to spreadsheets.  The tool streamlines the reporting process by enabling auto-synchronization between Salesforce and Smartsheet. It eliminates redundant steps and allows teams to manage their pipelines efficiently. Key features: Synchronize Salesforce data to Smartsheet to make bulk changes Set criteria for real-time alerts Real-time data with advanced sharing across teams Auto-synchronization between Salesforce and Smartsheet.   7. InsightSquared InsightSquared offers several advanced features to enhance your sales operations. With real-time updates, InsightSquared’s RevOps dashboards provide immediate access to critical data. As a result, you can stay on top of your business performance in real time.  The tool’s Activity Capture feature generates insightful reports on your team’s activities and seamlessly shares the data. In addition, automated activity tracking eliminates the need for manual updates, boosting your sales team’s productivity. Key features: Real-time updates of RevOps dashboards Activity Capture  Analytics and visualization Current Challenges in Salesforce Reporting Let’s explore some of the challenges in Salesforce reporting and how you can overcome them: 1. Data complexity and integration Sales data can originate from various channels, including CRM systems and marketing platforms. Integrating and consolidating this data into a cohesive reporting framework can be daunting. Organizations must invest in robust data integration solutions and ensure data quality and accuracy to overcome this challenge. 2. Manual and time-consuming processes Many businesses still need to rely on manual processes for sales reporting, which can be time-consuming and error-prone. Extracting data from multiple sources and creating

10 Best Deal Tracking Software for 2025 RevOps 10 min Imagine your sales team juggling multiple deals at once. They’ve got meetings, follow-ups, and deadlines to manage, and it feels like the weight of the world is on their shoulders. Sound familiar? Well, what if we told you there was a way to make your life easier? A way to streamline your sales process and close more deals? That’s where deal tracking software comes in. We’ve seen first-hand how deal-tracking software can transform a sales organization. That’s why we’ve compiled a list of the 10 best deal-tracking software for 2023. Each software solution will help you stay organized, focused, and efficient so you can focus on what you do best – selling. So, if you’re ready to take your sales game so the next level, keep reading. The possibilities are endless with the right deal tracking software at your fingertips. 10 Best Deal Tracking Software for 2024 1. Nektar 2. EngageBay 3. Kapture CX 4. Salesmate CRM 5. Pipedrive 6. Insightly 7. Nutshell 8. Salesflare 9. BigContacts 10. FreshSales What is a Deal Tracking Software? Deal tracking software is a tool that helps sales professionals manage their sales pipeline by keeping track of all their deals in one central location. Deal tracking software provides an overview of each deal’s status, from initial contact to final close, allowing salespeople to quickly and easily assess the state of their pipeline.  Let’s say you have dozens of deals in your pipeline, ranging from small accounts to large enterprise deals. A deal tracking software will allow you to see deals that: are in the negotiation phase need follow-up calls are on track for a close Think of deal tracking software as a solution that provides end-to-end visibility into your sales pipeline, allowing you to stay organized and focused on closing deals. Overview of 10 Best Deal Tracking Software for 2025 Now that you know everything about deal tracking, it’s time to look at the software solutions that can help you. Here’s our pick of the top 10 deal tracking software: 1. Nektar   Nektar is one of the best deal tracking software that helps businesses spot real opportunities sooner, progress deals faster, and ultimately drive revenue growth. One of the key benefits of Nektar is its ability to automatically analyze every buyer interaction, providing valuable insights and actionable intelligence to sales teams. Using advanced algorithms and machine learning, Nektar can identify upside and at-risk opportunities in real time, enabling sales teams to focus their efforts where they’re most needed. Nektar helps sales teams prioritize their time and resources, ensuring they’re always working on the most promising deals. Key features: Offers the buyer-seller activity as a key leading indicator to understanding the deal progression Allows time measurement at each stage to optimize sales cycles Identifies high-value opportunities that require more focus 2. EngageBay   EngageBay is an intuitive deal tracking software that helps businesses manage every individual lead in their sales pipeline tracking. The software enables businesses to streamline their lead flow, view important information about each lead, and close deals more efficiently. Businesses can filter and sort their leads based on different criteria, such as lead source, lead score, and lead status. It helps businesses prioritize their leads and focus on those most likely to convert into paying customers. The software also allows businesses to set up automated workflows that move leads through the pipeline based on their behavior and actions. Key features: Unified sales lead information Centralized client data Estimated revenue generation forecast 3. Kapture CX   Kapture CX offers an intuitive interface that makes it easy for businesses to keep a tab of their leads and prioritize them. The software helps businesses optimize their relationships with clients, boosting sales. The software allows businesses to set up custom hierarchies and view their sales performance data at different levels of the organization.  Businesses can identify trends and opportunities for improvement and track the progress of individual sales reps and teams. It also provides businesses with various tools to help them engage with their clients more effectively, such as effective personalization. Businesses can build stronger relationships with their clients and increase the chances of closing deals. Key features: Omni-channel support Integrated sales monitoring Easy API compatibility 4. Salesmate CRM   Salesmate CRM comes equipped with a sales activity tracker, which allows you to plan and stay on top of your sales pipeline. With Salesmate CRM, you can easily track your team’s activities and monitor their progress in real-time. This feature is particularly useful for sales managers who need to keep tabs on their team’s performance and identify areas for improvement. You can use the software to automate repetitive tasks, like sending follow-up emails or updating your CRM system. It will help free up your team’s time and allow them to focus on more important tasks like closing deals and generating revenue. Key features: Automates sales activities and playbook Sales timeline for easy tracking Smart calendar view 5. Pipedrive   Pipedrive is another excellent option that allows you to create the stages of your sales funnel. You can easily track your deals and stay organized throughout the sales process. With Pipedrive, you’ll receive automatic alerts and reminders to stay on track and ensure no deal falls through the cracks. These notifications are customizable and can be set up to suit your specific needs and preferences. Pipedrive also has advanced analytics capabilities that provide a range of useful metrics and reports, allowing you to identify opportunities to close more sales and improve your overall performance. The platform also incorporates AI technology to help you prioritize leads and identify which deals will likely close successfully. Key features: Visual sales pipeline Customizable pipeline Team collaboration 6. Insightly   Insightly helps businesses stay on top of their sales pipeline through its customizable dashboards. Users can break down the data they want to track in a way that makes sense for their business. Whether you’re interested in tracking deals by stage, salesperson, or product, Insightly can help you do it.

Everything You Need to Know About Revenue Forecasting RevOps 10 min As much as 80% of sales organizations miss the mark on revenue forecasting by 25% or more. That’s a particularly worrying number, primarily because of 3 reasons: Global volatility and economic downturn  Complex buyer journey and sales processes Added pressure on revenue leaders to deliver predictable growth  A revenue forecast serves as a guide to achieving realistic revenue goals to tide over unpredictability.  This exhaustive guide lays down everything you should know about revenue forecasts and how to do them right, including: – What is revenue forecasting? – Why is revenue forecasting important? – What are the key foundations of revenue forecasting? – Accurate Forecasting Using Revenue Forecasting Models If you’re short on time, here’s a quick summary of this blog: What is Revenue Forecasting? Revenue forecasting predicts how much revenue your business may earn for a certain period.  It uses historical data to make educated speculations about the potential revenue. Contrary to common assumptions, revenue forecasts aren’t based solely on quantitative data. They’re also enriched by qualitative data. To sum it up, revenue forecasting models answer the key business question: How does your current performance take you where you want to go? It’s not unheard of, even in SaaS circles, to confuse revenue and sales forecasting. But there are 3 key differences you must know if you want to build accurate forecasts. Why is Revenue Forecasting Important? A revenue forecast gives you, quite literally, the “foresight” to see what the future brings. Here’s how you can benefit from it: 1. Know expected revenue & budget  Revenue forecasts give you insight into how much money you can expect to generate from product sales. This, in turn, will give you the information to set up budgets for RevOps and other teams.  On the other hand, you can also track expenses for the period and optimize your cash flow. 2. Strategize growth You can strategize with key stakeholders by figuring out your expected revenue and budget. These meetings throw light on what actions you can undertake to increase earnings.  Two-thirds of businesses consider revenue process optimization important to achieving customer retention goals. Whereas 63% think revenue strategy is important for adapting to new market expansion. Revenue forecast provides the basis of growth strategy showing you: How quickly can you scale What will be your future expansion in terms of earnings, expenses, and markets How can you set and adjust revenue goals to bridge gaps between predictions and real-world performance 3. Set appropriate long-term goals Other than business goals, you can use revenue forecasts to set other long-term goals for marketing campaigns, software purchases, and resource allocation.  For instance, they can be used to decide how much staff you will need in RevOps teams and how many resources you must hire corresponding to each function.  4. Make informed decisions  Revenue forecasts ensure you’re not caught off guard in unpredictable times and can make data-backed decisions with accurate analyses.  For example, while preparing a forecast, you may find that sales for June-July 2022 were lower than the rest of the year.  The first thought would be to attribute this to seasonal demand.  But if you know how to forecast revenue, you dig deeper into the data. Then, you find the underlying reason–your sales head left the company during this time.  You can decide not to base next year’s forecast on the same numbers in June-July 2022.  5. Helps secure funding Revenue forecasting is responsible for your organization’s general profitability.  To secure funding, you can make serious financial projections (including the profit & loss statement and cash expectations). Investors look at these numbers and decide whether to invest in your business. Now that the benefits are on the table, you can understand more about what is revenue forecasting and how to create one. To begin, we look at its key foundations.  Key Foundations of Revenue Forecasting To understand further why revenue forecasting is important, you must take great care in maintaining these 3 foundations: 1. Revenue goal Revenue goals are realistic financial targets that improve business growth. These targets or goals must be based on actual market data, not gut data. 2. Revenue pipeline Your revenue pipeline includes active, upcoming, and prospective deals. It acts as a map to show where prospects and existing customers are placed in your sales funnel. The pipeline is where your leads turn into customers and is, therefore, the primary revenue source. 3. Product delivery  You must track and manage the delivery of your product or solution. This includes monitoring: How much of each contract is earned How much of it is due in the future It also covers the management of customer payments and lowering customer churn due to poor delivery. How to Forecast Revenue Using Models Businesses primarily use 4 revenue forecasting models. We’ve discussed each one below. 1. Straight Line Revenue Forecast The simplest of all models, straight line revenue forecast, uses historical data to project revenue growth for a specific period.  It typically assumes that the previous year’s growth rate will remain the same for the next.  The method first determines the revenue growth rate and then calculates forecasted revenue. The formula is:  Current Revenue (1 + Growth Rate / 100) = Revenue Forecast Let’s break this down with an example.  If you’re experiencing a revenue growth rate of 30% in 2022 with current revenue at $100,000, your forecasted revenue for 2023 will be: 100,000 (1 + 30 / 100) = $130,000 Given its simplicity, the straight line model works best for startups or companies preparing their first revenue forecast. A few major drawbacks of this method are that: It assumes the growth rate will remain constant It doesn’t factor in macroeconomic changes  2. Weighted Moving Average Revenue Forecast The model considers moving averages of historical data to create a forecast. Most commonly, businesses use 3 and 5-month forecasts. But feel free to explore, experiment and use this for as short as 1 month, too.  You must add weights to each average to build a more accurate revenue forecasting model.  For example, the revenue for Q1

10 Best Sales Forecasting Tools to Consider in 2025 RevOps 10 min Imagine going on a sailing expedition without any knowledge of the sea conditions or a map to guide you. Sounds scary, right? Just as a skilled sailor carefully studies the currents, weather patterns, and landmarks to plan a successful course, salespeople in today’s ever-evolving sales landscape must harness the power of data, market insights, and strategic foresight to sail their businesses toward success. But wait, let us give you a shocker.  By 2025, over 90% of B2B enterprise sales organizations will continue to rely on intuition instead of advanced data analytics.  The consequences of using intuition are pretty obvious – inaccurate forecasts, broken sales pipeline, and unfulfilled quotas. Now, if you want to become a part of the 10%, having the right sales forecast tools in your tech stack is important.  And we know how hard it is to add tools to your business’ tech stacks without extensive research which is why in this article, we have put together the top 10 sales forecast tools you can choose from.  What is Sales Forecasting? Sales forecasting is the process of estimating future sales of a business based on historical data, market trends, and other relevant factors.  It involves analyzing past sales performance, considering market conditions, and making predictions about future customer demand and purchasing patterns.  The goal of sales forecasting is to help businesses with: Anticipating customer demand, allowing them to align their production, inventory, and resources accordingly Aiding in budgeting, financial planning, and setting realistic sales targets Strategic decision-making, including product development, marketing campaigns, pricing strategies, and expansion plans Evaluating performance, identifying gaps, and making adjustments to achieve sales targets Identifying emerging trends, market opportunities, and potential threats, enabling them to make proactive strategic moves Providing a basis for setting sales targets, incentivizing sales teams, and monitoring individual and team performance Enhancing investor confidence by demonstrating a clear understanding of market dynamics, growth potential, and the ability to generate future revenue What are Sales Forecasting Tools? While we just learned what sales forecasting is. And there are tools available in the market to do just that.  Sales forecasting tools are platforms that assist businesses in predicting and analyzing future sales performance. These tools utilize advanced data analysis techniques, algorithms, and statistical models to provide accurate and actionable sales forecasts.  Common features found in good sales forecasting tools are:  Pre-built or customizable forecasting models Interactive dashboards and visual representations of forecasts Scenario analysis and historical analysis  Collaborative features and performance tracking Real-time updates and integration capabilities  Reporting and analytics Top 10 Best Sales Forecasting Tools to Consider in 2025 Now, we will get straight to the point. After screening through the zillions of sales forecasting tools in the market, we have curated the top 10 out of them. Time to sit back with a notepad and a pen in your hand.  1. Nektar Nektar is an AI for RevOps platform that helps revenue teams get a true view of their CRM data, allowing them to make data-driven decisions and optimize their sales process. Nektar can integrate with any existing GTM (Go-to-Market) tools, so sales teams can use it in conjunction with their current sales stack. By leveraging AI-powered analytics, Nektar provides real-time insights into the sales pipeline, enabling sales teams to identify bottlenecks, opportunities for improvement and forecast their sales accordingly.  Key features of the platform are: Automated tracking of leads, deals, and pipeline metrics Collaborative forecasting & scenario planning Rules configuration  Real-time notifications and alerts Historical data analysis and trend forecasting 2. InsightSquared InsightSquared is a powerful sales analytics platform that provides comprehensive reporting and dashboards. It enables accurate forecasting and pipeline management, empowering businesses with revenue intelligence and data-driven insights.  With its robust tracking and benchmarking capabilities, sales performance can be optimized and strategic future decisions can be made based on actionable analytics. Key features of the platform are: Powerful sales analytics Robust reporting and dashboards Forecasting and pipeline management Revenue intelligence and data-driven insights Sales performance tracking and benchmarking 3. Gong Gong is a conversation analytics platform that revolutionizes sales effectiveness. By recording and transcribing sales calls, it offers valuable insights for coaching, training, and improving sales performance.  Gong’s AI-powered technology provides deal, market, and customer intelligence, helping teams make data-backed decisions and drive revenue growth. Key features of the platform are: Conversation analytics and insights Call recording and transcription Sales coaching and training Deal, market, and customer intelligence AI-powered insights and recommendations 4. Nutshell Nutshell is a user-friendly CRM platform that offers robust contact and lead management. Its intuitive interface simplifies sales pipeline tracking, enabling teams to manage deals effectively.  With seamless email integration and automation, businesses can streamline their communication. Nutshell’s sales analytics and reporting features provide valuable insights for informed decision making.  Key features of the platform are: Contact and lead management Sales pipeline tracking Email integration and automation Sales analytics and reporting 5. Anaplan Anaplan is an integrated business planning platform helps businesses with scenario modeling, forecasting, and budgeting capabilities.  It facilitates sales and operations planning, allowing businesses to align strategies with financial goals. Real-time data analysis and visualization drive informed decision-making, enhancing performance and enabling agile business planning. Key features of the platform are: Integrated business planning Scenario modeling and forecasting Budgeting and financial planning Sales and operations planning Real-time data analysis and visualization 6. HubSpot Sales Hub HubSpot Sales Hub is a comprehensive platform that combines contact and lead management with email tracking and automation. It provides a visual sales pipeline, assisting teams in tracking deals and managing their progress effectively.  With sales analytics and reporting, businesses gain valuable insights to make data-driven sales forecasts. It also offers task and activity management for streamlined sales processes. Key features of the platform are: Contact and lead management Email tracking and automation Deal and pipeline tracking Sales analytics and reporting Sales task and activity management 7. Pipedrive Pipedrive is a visual sales pipeline management tool that helps teams track deals and monitor progress.  It offers contact and lead management, sales reporting, and analytics. With email integration

10 Key Traits to Look Out For in Your Next Sales Representative Sales 10 min When it comes to recruiting a sales representative, traits trump competencies.  Traits are unique characteristics in a rep’s personality. Competencies or skills can be developed over time through training, mentoring or coaching. However, the right traits take long periods of time to develop, and training or coaching might have very limited impact in enhancing them.  For example, for a sales rep job, a candidate can learn skills such as “product knowledge,” “presentation skills” or “business writing” once hired. But traits such as “self motivation” or “accountability” might not be learned on the job. These are traits that need to be a current part of their personality. Having the right set of competencies can be a great add-on. But having the right traits while hiring is non-negotiable. When you hire for your sales reps, dive deep into their personalities to figure out their unique traits, and if they can translate to the sales environment.  Let’s see what are the top traits you must look for when hiring a sales representative. 1. Hunger Hunger refers to the burning desire to do anything that it takes to achieve one’s goals. This is a trait that needs to come from within the sales representative, and goes a long way in establishing relationships and closing deals. Hunger is defined by the “why” of getting into sales. Is it just money, or is there a larger goal they want to achieve for themselves? For some, it may be providing for their family, for others it may be financial stability. Whatever that end goal is, it will push them towards bringing their best version to work every single day.  As Tony Robbins puts it, “Hunger will destroy that fear of failure.” When sales reps have an innate hunger to make it in sales, they are always ready to hustle and roll up their sleeves to get the job done. Hunger offers that platform for ambition to take off from.  If there is hunger in sales reps, they will be motivated to close more high-value deals, face obstacles head-on and walk that extra mile whenever needed. 2. Coachability Coachability is a key contributor to the success of sales reps. A sales representative is coachable when they are open to being taught and trained as they progress at their jobs.  https://www.youtube.com/watch?v=OSI_OSEpot8 Abhijeet Vijayverigiya, CEO at Nektar.ai says, “I look for a strong intent to learn. It’s very important for sales reps to have that learning ability. Even if you don’t know the product, domain or the solution, you can always pick it up, provided you have the learning intent. Whenever I see this as a negative, I tend to not go for the candidate.” Top sales representatives are aware of their own performance, strengths and weaknesses. They use that awareness to continuously learn from their peers, seniors and their prospects and grow as professionals.  This focus on continuous improvement to keep their skills sharp helps reps stay ahead of the curve and become “great” from “good.” Coachable sales representatives are all ears for constructive feedback, and believe in the power of mentorship from their managers. 3. Confidence Confident reps truly believe in what they sell, and most importantly the value that your product or service adds to the lives of customers. Only when reps believe that their product is the absolute best in the market will they be able to genuinely and confidently showcase that to their prospects. Along with the product, great sales reps believe in themselves and their vision. They can confidently explain how your product or service is going to solve a problem for the customer. A great sales representative also instils decision confidence in their prospects by helping them see the true value of the product they stand for. In today’s digital world, where B2B sales are happening online, the best sales reps confidently help their customers articulate the nuances of your product and differentiate it from the competition, leading to more sales. 4. Tenacity Sales is hard. The number of rejections might be higher than approvals. And that’s okay. What’s important is to stay focused and determined on the goals and carry on. Being tenacious keeps reps focused on the larger picture. Sales reps who are tenacious are always ahead of the curve. They are always trying to fill in their knowledge gaps and visualise scenarios from a customer’s perspective. They are constantly on the lookout for how they can solve their customer’s problems effectively. Because of their constant pursuit to improve and learn, these candidates are not only open to feedback, but also willing to incorporate them in making themselves better. They are always open to learning and improving their work ethic. They take accountability for their mistakes and always welcome constructive feedback. These reps demonstrate a high level of emotional intelligence and they look at challenges as opportunities to learn, improve and grow. 5. Honesty Authenticity, honesty and integrity are key traits to make a brand stand out in today’s world.  The best sales reps are honest. They speak the truth, even when it is hard. They do not let their enthusiasm draw the wrong picture for their clients.   They never bend the truth or exaggerate their offerings, just to close a sale. Building credibility takes time and honesty from the very beginning is what creates that level of trust among prospects.  For example, if a solution does not meet the expectations of a prospect, a sales representative should not say otherwise. Giving a false timeline of deliverables without consulting the team or having certainty of outcomes can cost businesses their reputation. Great sales reps always set realistic expectations for prospects and never put their reputation at risk. They are committed to their ethics and they always choose the establishment of trust over finding ways to manage short-term profit. They act as a reliable resource, rather than plain sellers.  Make sure you hire reps who abide by the principles of

5 Effective CRM Data Management Strategies CRM 10 min Having the best CRM data management strategies in your arsenal can help you prevent several revenue leakages in your business. Data interactions went up by a whopping 5000% between 2010 and 2020. With this amount of data to handle and manage, businesses need a plan of action. This is where CRM data management comes into play.  In this article, we will reveal tried-and-tested CRM data management strategies that will transform your CRM into a real growth engine.  Let’s get started.  What is CRM Data Management? CRM data management refers to the process of effectively collecting, organizing, storing, and maintaining customer-related information within a CRM. It involves managing the vast amounts of data generated from customer interactions, purchases, inquiries, support requests, and more. These perfectly organized datasets are then used by almost all the departments of your business including sales, marketing, customer service, and RevOps. In simpler terms, CRM data management is like maintaining a well-organized library of customer information. Just as a librarian categorizes and arranges books for easy access, CRM data management involves structuring customer data to make it easily searchable and retrievable for businesses. Hold on, there’s more to it! CRM data management can bring immense benefits to your business which we will discuss now.  Why Do you Need CRM Data Management? With a gazillion amount of data lying inside your CRM arises a need to manage it effectively so that you can begin harnessing its power. Here’s how organized and clean data make an impact on your business.  1. Higher conversion rates When your data is organized, you can quickly identify leads that show genuine interest in your products or services. With a clear picture of your prospects, you can customize your sales pitch and marketing efforts to address their specific needs and pain points. You will also be in a position to aptly score your leads.  This targeted approach increases the chances of converting potential leads into happy customers. The increase in conversion rate can go up to a gigantic 300%. 2. Access to customer insights  44% of customers ignore unprepared sales pitches. Clean data allows you to analyze customer behavior, preferences, and buying patterns more effectively. You can identify trends, popular products, and areas for improvement.  Armed with these insights, you can create personalized customer campaigns, pitches, and offers that resonate with your audience, fostering stronger customer loyalty and repeat business. 3. Higher levels of efficiency  A well-organized CRM database ensures your team can access the right information at the right time. It eliminates the frustration of searching for data in different places, streamlining workflows and decision-making processes. In fact, this data accessibility can shorten the sales cycle on average by 8-14%. The efficiency boost enables your team to focus on core tasks, betters collaboration and accelerates overall team productivity.  4. Compliance and governance Keeping your data clean and up-to-date is essential for maintaining compliance with data protection regulations and industry standards.  By ensuring data accuracy and security, you build trust with your customers, reassuring them that their information is handled responsibly. This trust can positively influence the image of your brand and customer relationships. No wonder, 84% of consumers are more loyal to companies that have strong data security controls. 5. Accurate sales forecasts  Accurate and organized data helps in making reliable sales forecasts. By analyzing historical sales data and customer trends, you can predict future sales performance more precisely. This helps you to set realistic targets for your teams, allocate resources mindfully, and make informed business decisions to optimize revenue growth. 6. Targeted campaigns Sales and advertising departments lose about 550 hours in a year due to insufficient data. When your data is clean and organized, you can segment your audience more effectively. This audience segmentation allows you to create highly targeted ad campaigns that resonate with specific customer groups.  As a result, you can optimize your advertising budget and achieve higher conversion rates with ads that reach the right people at the right time. Now that we understand the benefits of clean data for business operations, it’s time to shift our focus to the next step: exploring effective strategies for managing it. 5 Effective CRM Data Management Strategies 85% of sellers admit having made likely embarrassing mistakes due to incorrect CRM data. Are your reps also making these mistakes?  Well, chances are high.  But the good news is that we have reached that part of the blog where we will reveal the most effective CRM data management strategies that will not only prevent your reps from committing these mistakes but also take your CRM’s ROI to the next level.  Let’s dive in. 1. Standardize data collection  Imagine if everyone in your team used different formats for storing data – what a real mess it’d be. Standardizing data collection means setting s standard policy i.e. clear rules and formats for entering information.  When everyone follows the same guidelines, the data becomes consistent, making it easier to work with and understand. Plus, it reduces errors and confusion, ensuring you get accurate insights from your data. For example, use standardized date formats, consistent naming conventions, contact details, and uniform categories for data entry. Also, make sure only specific people are allowed to enter data in your CRM and not all the employees so that you know who is accountable for which entry.  2. Regularly cleanse and update your data Regular reviewing and cleansing of data is important to ensure only the relevant data remains in your CRM. The aim is to keep your database neat and tidy, so you can find what you need without any hassle at the right time. Here’s what you can do. Set a schedule to review your data periodically, say every quarter as stated by Jacky Leiha, CRM expert in one of our podcasts. Look for duplicate entries and merge them, fix any inaccuracies, and delete outdated or irrelevant information. Also, create monthly exception reports. This data cleanup process keeps your database accurate, relevant, and up-to-date. 3. Integrate data from other platforms Picture your business as a puzzle with many pieces.

The 5 Biggest Mistakes to Avoid in Your Sales Playbook Getting a sales playbook right is one of the first steps to building a strong sales machine. Don’t make these 5 mistakes while building one. B2B Sales Sales Sales Leadership Sales Playbook Founders, make notes. We are here to share the biggest mistakes that are made while devising a sales playbook. A sales playbook is the holy grail that gives an end-to-end view of your sales process – from hiring and onboarding your sales team, executing your sales motion to scaling it. Your rockstar performers already have a lot of ground knowledge. Be it what questions to ask prospects at different stages or what material should be sent out to a prospect from a particular industry, they have developed the know-how to such crucial questions through their experience. A playbook lays down the set of best practises from A players – all those Eureka moments that helped close tough deals in the beginning are all documented and shared with the new reps. If new reps have access to all these do’s and don’ts from Day 1, they will be more productive and close that first deal sooner.  https://youtu.be/_TomEFmIslU?si=v1MWrd-BHyxJJjIZ These learnings and strategies are the heart and soul of a playbook, and can act as a friendly mentor to any new rep joining your team as they navigate the sales process. Whether you already have a sales playbook or are in the process of devising one, we are here to share some of the biggest mistakes that make sales playbooks fail. 1. Not documenting your learnings Founders have a lot of learning in the initial days through interactions with customers, researching about the market or building the product. The playbook should include this knowledge of what has worked for the company. You won’t be able to do this overnight. But you need to start articulating it as you start seeing success in the following areas: You have a product that is solving a particular pain point  Your product delights a particular buyer persona in a certain way Once you have achieved these two things, you need to start documenting your sales process. Answer some specific questions such as: How do you go about doing a solution discussion with your prospect? How do you convince the prospect of the value your product adds to their lives? How do you sell to the prospect? How do you onboard the prospect? How do you implement the product? How do you create a customer support journey post sale? List down what’s working and what’s not in every step of the sales process. For example, if during a discovery call, one of your A player figures out a particular pattern that has been aiding the move to the next step, it must make an entry into the playbook. The learnings in the journey of your sales process are unique to your organisation and the knowledge needs to trickle down to everyone else in your company. For that to happen, define your unique sales process very clearly in your playbook. Most companies fail to map out their unique sales processes, which leads to missing out on deals, or failing to follow a standardized routine for interested prospects.  Without this documentation, the best practises are never known to everyone, and keep floating like tribal knowledge between the rockstars and is never leveraged by the new reps. 2. Too many floating versions Onto the second mistake – if companies do manage to build a playbook defining the best practises, there are different versions of it that keep floating around.  There is no centralised process that takes care of standardising the playbook and making it universal for everyone to follow.  Too many versions can create confusion and make different teams approach the product and customers in a different manner, creating a non-uniform experience for your prospects. To make sure your playbook has one single version, you will have to invest in a dedicated sales enablement function that can act as a custodian of that playbook.  This team can act as that central force that not only creates the playbook, but also maintains one singular version of it so that everyone is on the same page. 3. Not evolving the sales playbook Playbooks are dynamic by nature. Just like your product matures, your GTM insights develop and the competitive landscape changes, playbooks also need to evolve along with them. But most organisations fail to evolve them.   https://youtu.be/thpLYTzbe7M?si=8b6BvRgDjSsPGevw Your playbook should be tailored according to the kind of deals that you are trying to close. For example, if you are going upstream from an SMB to an Enterprise model, the playbook has to change accordingly. The same strategies that helped you close deals for SMBs will not work for an enterprise model. It’s important to evolve your playbook as your company, product and the market goes through different stages. This is the way to keep up with the competitive landscape and be ready to face turbulent times with a guide. The way to do this is to have your playbooks be centrally managed by your enablement function, who can keep updating it as the company graduates from one stage to another. 4. Lack of peer to peer collaboration Your sales reps are on the field, talking directly to customers, understanding the competition and dealing with the market. The kind of intel they develop as a customer facing function should not be limited to just them. It needs to be shared with the entire organisation. For example, the kind of documents or emails that A players are sending to prospects or the kind of questions they are asking in the calls – all of this should be documented and circulated among the new hires.  Mature reps in the organization must actively participate in building and continuously contributing to your playbooks. This can be done by passing on the intel of your A players to a central team that can develop the playbook

5 CRM Data Challenges that Impact Sales Productivity Sales productivity taking a hit? Missing and faulty CRM data could be to blame. Read this blog to learn more CRM RevOps The ongoing economic uncertainty has slowed down funding to a large extent, prompting revenue leaders to look at business success differently. Cutting down the focus on growth at all costs, they’re now pursuing “productivity at all costs.” So, where should you double down as a revenue leader to boost rep productivity?  CRM, the central hub of all sales activity, is the best place to start. CRMs act as data centers for sellers, and those with high-quality data can support highly efficient sales teams.  But CRM data leakage (faulty, poor, incomplete, and unreliable data) can disrupt RevOps, resulting in a significant dip in productivity.  Missing or Inaccurate Data Bears Risks As much as 79% of the opportunity data collected by reps never steps foot into the CRM.  Even worse, reps may capture dirty data (inaccurate, non-compliant, or outdated) when they enter contact information in the CRM. On the other hand, quality data remains stuck in sales tools, inboxes, calendars, meeting notes, and supporting platforms.  It’s a rising problem as 91% of CRM data is incomplete, stale, or duplicated each year. Adding to the challenge, 70% of this data decays annually.   Source Business decisions made on insights and analysis gathered from bad data cause more harm than any other errors. Following the concept of “garbage in, garbage out,” poor quality intelligence leads to poor quality decision-making.  This shortcoming ultimately hampers marketing and sales campaigns. Mainly when there’s no layer of intelligence to enrich sales data, sales reps have difficulty closing deals involving multiple stakeholders in the buying committee.  Reps could destabilize multithreading by not having enough accurate information on each participant.  For instance, the IT leader may be more interested in understanding the functional and underlying take makeup of your solution. But reps don’t have enough data to arrive at this insight. Instead, they send a generic document to all stakeholders with extensive marketing and financial information, which may be less relevant to the IT team. The result – a flawed customer experience.  Let’s see how CRM data leakage affects sales productivity and what you can do to solve the problem.  5 Key CRM Data Challenges Responsible for a Dip in Sales Productivity While there could be multiple reasons for a dip in sales productivity, we’ll look at five significant problems of CRM data leakage that slow down productivity.  1. Incomplete insights on leading indicators 52% of sales leaders report that their CRM costs potential revenue opportunities because the system doesn’t effectively meet their needs.  To fuel predictable revenue and motivate reps, you need to know everything happening in your business in real time.  Relying on lagging indicators doesn’t help productivity. They’re geared toward past performance and don’t provide information on ongoing deals, such as  What opportunities are stuck? Which reps aren’t hitting their quota attainment and why? What are the key channels to communicate with a particular buyer? Reps need insights into leading indicators (predictive measures of future performance) to close deals successfully and repeat winning tactics. These indicators clearly show buyer-seller activity and where deals are headed.  Some critical leading indicators are Buyer vs. sales stage Number of sales activities per sales stage Number of multithread deals Multithreading score Productivity score  CRM data leakage blocks actionable intelligence on leading indicators. So, reps don’t know what to make of their CRM data.  Ultimately, this makes effective selling a challenge.  Reps have to look at multiple data points spread across several platforms for critical pieces of information on a prospect. It leaves them clueless about the buyer’s selling stage and affects deal prioritization.  CRM data leakage also inhibits you from using a combination of lagging and leading indicators to close deals better.  Consider this. Leading indicators allow you to see what new opportunities are created and how many first meetings are done in a given period.  From there, you can drill down to see what activities reps undertake to win more deals and how this impacts your pipeline using sales metrics (lagging indicators). Or, if something isn’t right, you can figure out what needs to be done to resolve the problem.  None of this is possible without high-quality leading indicators, adversely impacting reps’ selling abilities and productivity.    2. CRM Data Capture Remains Largely Manual For 76% of companies, poor adoption of sales tools is a primary reason they miss sales quota attainment.  Moreover, organizations have wasted a considerable amount on sales tools that weren’t fully adopted by reps – an average of $313,000, to be precise.  One of the top causes for reps to dislike CRM is manual entry. And it’s clear why, as reps continue to tackle evolving selling processes to attract the evolved buyer.  On any given day, reps have to get through a series of simultaneous tasks to win deals, like Researching prospects, their business size, location, target audience, and more.  Hosting discovery calls with interested leads.  Cold calling and emailing new prospects to refresh the sales pipeline  Nurturing stakeholder relationships within a buyer group to push deals through the sales funnel faster Handling internal reviews with peers and managers, exchanging feedback and new selling ideas  Amongst it all, entering data manually into the CRM after each buyer interaction feels extremely tedious and unnecessary. Not to mention time-consuming, too.  When faced with the massive responsibility of entering contact data, reps spend more time on administrative activities than prospecting and selling (i.e., their core responsibilities). The consequences are disastrous, as non-selling activities add up to one full day of work every week for reps! Sales Reinvented Podcast  Reps subsequently prefer putting more time into building buyer engagement. And if they can’t accomplish this feat, they experience a “drag” on productivity.  Unmotivated sellers are a wound in the side for sales quota attainment and winning deals. This pushes them to explore other opportunities outside the organization, carving a dent in your bottom line.  3. CRM Acts as a System of Record as Opposed to a System of Actionable Insight

Nektar.ai v/s Clari v/s Gong v/s People.ai v/s EAC Are you Looking for an in-depth comparison between Nektar.ai vs Clari vs Gong vs People.ai vs EAC Product In today’s business world, where data is the currency of success, the significance of automated data capture cannot be overstated. In the pursuit of efficient revenue operations and intelligence, organizations are turning to AI and automation platforms that streamline data collection and analysis. This blog embarks on a comparative journey, shining a spotlight on five trailblazing platforms – Nektar.ai, Clari, People.ai, Gong, and Einstein Activity Capture – all united by a shared focus on automated data capture. Each platform boasts the promise of automating data capture, harnessing artificial intelligence, and delivering actionable insights to supercharge revenue operations. We will delve into their core functionalities, unique strengths, and how they empower businesses to revolutionize their sales strategies. Whether you are looking to refine your sales forecasting, enhance opportunity management, or gain deeper pipeline visibility, this comprehensive analysis will guide you in selecting the ideal revenue operations and intelligence solution tailored to your organization’s needs. Let’s dive in and uncover the transformative potential that lies within these cutting-edge platforms! Nektar Nektar.ai was founded in 2020 with a vision to enable GTM teams to take control of revenue leaks with a purpose-built AI data foundation that unifies accurate, clean, timely revenue data, automatically at scale. Claim to Fame Nektar is popular for its AI-powered automated data capture capabilities that sync contacts, emails, and calendar meetings from sales communication to Salesforce. This is done for ongoing activities as well as historical GTM activities. It supports all customer-facing teams – from business development and sales to customer success and account management. For this reason, revenue operations and revenue leaders choose Nektar to gain a 360º view of their customers. Pros: Captures historical and ongoing contacts and GTM activities to deliver pristine CRM data Presents the buying committee in every deal by enriching contacts with job titles and the corresponding buyer role (influencer, decision maker, economic buyer, etc) Automatically links captured contacts to relevant open opportunities as OCRs Automatically classifies activities as per the sales or CS process to provide insights on the types of activities sellers/CSMs are spending their time on Captures calendar events, including recurring events and updates made to the event (participants or schedule) Always on reporting where ‘Actionable’ insights are delivered on Slack, email, or MS Teams – the power of a dashboard without the dashboard Continuously maintains the CRM data by updating and correcting the captured data Works for every customer-facing team, not just sales Supports data capture for partnership/channel/alliance teams as well Cons: Best suited for companies with 10+ sellers. Clari Founded in 2012, Clari emerged with the mission to revolutionize sales operations through AI-driven insights and predictive analytics. Since its inception, Clari has been dedicated to helping sales teams optimize performance and revenue growth with its innovative technology. Clari’s platform is built for frontline teams as well as sales leadership teams. Today, it boasts several capabilities that include automated data capture, opportunity management, mutual action plans, conversation intelligence, and forecasting. Claim to Fame While Clari offers an extensive platform for sales analytics, it is appreciated by sellers and leaders specifically for its forecasting capabilities. As such it is popular among sales teams more than any other revenue-facing team. Pros: Clean visuals and UI Customizable dashboards ‘Funnel view’ of the pipeline Visibility into current & projected pipeline Introduced conversation intelligence recently (easier to consolidate tools) Cons: Several contacts are not captured on Salesforce Syncing activities into Opportunities on Salesforce is not always accurate Salesforce sync has issues User adoption is a potential risk, and requires constant enablement PeopleAI People.ai was founded in 2016 to transform sales and marketing operations through AI-driven automation and data analysis. People.ai‘s platform focuses on capturing and analyzing sales activities to provide valuable insights and enhance sales effectiveness. Since its establishment, People.ai has claimed to be utilizing artificial intelligence to streamline sales processes and improve revenue outcomes. Claim to Fame People.ai started to become popular for its account planning and management capabilities with a focus on enabling sellers on corresponding playbooks. Given this, it is popular among sales teams, with considerable interest from marketing teams, specifically in companies that pursue ABM, since it also captures contacts better than the other heavyweights in this category. Pros: Monitor the adoption of sales playbooks and their compliance Capture contacts, emails, and meetings in linear sales communications Provides good insights into buying committee members Easy-to-use interface for sellers to update a CRM Cons: Data capture is not as extensive or accurate Engagement insights not as granular Not flexible, requires support for customization Insights are not as extensive as other vendors Data privacy is not as strong, given its operating model UI is not very friendly, requires continuous training/enablement Support can be slow Gong Founded in 2015, Gong is a pioneer in conversation analytics for sales teams, utilizing AI to analyze customer interactions, meetings, and calls. Gong.io‘s platform provides valuable insights into (verbal) sales conversations, helping teams refine their strategies and manage sales meetings better. With a focus on improving sales performance, Gong has become a prominent player in the field of AI-driven sales analytics since its inception. Claim to Fame Gong became popularly known for helping sales leaders coach their teams on handling sales meetings better through its conversation intelligence capabilities. It’s accuracy and depth of insights in conversations are best-in-class. And so, while it started out as a tool for sales teams, it has since become popular among customer success and prospecting (SDR/BDR) teams as well. Pros: Ability to ramp new sellers faster and coach reps better Good for all customer-facing teams given its focus on conversation intelligence Provides alerts when specific keywords get mentioned in sales calls Extensive integrations available along with deep insights in conversation-based engagement Cons: Only conversation intelligence is widely used which casts doubt on ‘value for money’ Data captured on Salesforce gets removed when Gong is pulled out Data enrichment requires building Salesforce Flows and is not done by

10 B2B Sales Closing Techniques for 2025 RevOps 10 min “How hard can you push a client to close a deal?” Sales leaders get asked this question a lot. “Why push at all?” some might answer. If you have clarified the value they’ll get out of your product, they would want to sign up. But you have to be tactical about it. Sometimes customers don’t want to commit until next week, next quarter, and so on. And that’s where sales closing techniques come in. What are Sales Closing Techniques and Why Do They Matter in B2B? For the best sales reps, selling is an exact science. They use tried and tested strategies to: Understand what makes people buy Appeal to those factors to close sales The strategies are based on months of researching accounts, studying the market, and decoding buyer behavior.  But let’s face the facts. Selling B2B is not easy.  Remote sales even less so.  B2B deals have many layers to them – multiple buyers, pain points, sign-offs, etc.  Priorities can change overnight. People may tell you they don’t have the budget after months of follow-up. Effective B2B sales closing techniques can give reps a fighting chance. And help the team speed up sales. So, here’s our list of 10 B2B Sales Closing Techniques for 2024: 1. Always ask about their goals for the product For VPs and CEOs, buying decisions are black or white.  Your product either meets their needs or it doesn’t.   So, think about what they want from the product.  Don’t hesitate to ask if you aren’t sure.  And tie your product solutions to them.   This will help you contextually explain your value proposition. To do this: Look beyond the sales script and ICP data. Put people first. Ask your own leadership team about the current market outlook Look up case studies or ask your LinkedIn contacts about problems that CEOs obsess about. You might have already talked to their team members before getting into a meeting with the CEO. But always ask them about their biggest goals for the year.  Hear out their perspective and use the same words they use to describe the problem. Then position your product as the answer. 2. Don’t engage in discount-based selling Asking about their goals can be a great way to qualify them.  They’ll tell you what they’re spending money on.  You’ll likely be able to tell how likely they are to buy. Ask them, “How important is XX goal to you?” Or “By when does this initiative need to be completed? Explain how your product can help them achieve it.  You might find some don’t have objective criteria for evaluating a product. Rare but not unheard of. Some buyers might change their buying criteria to match changing business needs.  And it might all come down to the pricing.  They may tell you that they’re considering other alternatives. If so, list all the core benefits plus any additional support or consulting you offer.  Be sure to highlight the impact – both good and bad. If they push for a discount, try to start at a higher price point.  But never offer one upfront. 3. Competitor comparisons can be an opportunity – use them well. You have to dig deep when clients bring up competitors.  It could be a renewal or a fresh proposal.  You know how good your product is relative to the competition.  You have provided quantifiable data and testimonials to build your case.  Now it’s time to take it up a notch. Ask, “On a scale of 1-10, how well is Product XX working for you?  Listen closely to what they say. There could be areas of concern you can capitalize on.  If yes, ask “What would need to happen for it to be a 10?” Use the clients’ own words to describe the problem and segue to how your product solves them. Confirm they understand by asking: “Can you see how our product solves this problem? “Would rate us higher on this metric?”  Discuss any other concerns that might come up. 4. Lead with a Mutual Action Plan (MAP) A MAP literally ‘maps’ out who needs to do what to close the deal.  It can help set clear expectations for all involved.  This approach reduces risk for the buyer too. But be sure to highlight three things: The estimated timeframe for closing the deal What it’s going to cost – both to you and them. (due diligence, contracts, compliance) The number of people will be involved on either side. Slip it in that it will take 3X to 4X the time with other vendors they may be considering. This is a surefire way to know if they’re ready to move forward with you. Either way, email them a summary of the discussion and ask them to confirm.  This will help you build credibility with the client even if they don’t close. 5. Use ‘the word ‘we’, not ‘you’ You may have been given plenty of advice on how to build rapport. Pace and match the client Find common experiences But there’s something much simpler you can do to get the same results- replace ‘you’ with ‘we’.  Say it enough times and you’ll collapse the barrier between buyer and seller.  It makes clients think you’re on their side. “We’re both interested in helping you reach XX goal. I’ll do what I can to get you what you want.” 6. Get them to do the Yes Set A Yes Set is a series of 3 yeses you want the client to give you.  You ask 3 questions that have obvious ‘yes’ answers, conditioning the client to agree when you finally ask them the big question. 7. Be assumptive when asking them to close This is quite similar to the yes technique.  It involves the use of language that implies that the deal is done.  For example, “Do you want to sign up for our Starter Plan or Enterprise Plan?” A word of caution: use it only when you think the prospect is ready to buy.

What is Salesforce Duplicate Management? RevOps 10 min Salesforce duplicate management is a cause of worry for most businesses. It fills up the CRM with untrustworthy data. And the insights drawn from that data become questionable. Duplicity in Salesforce is when customer data is entered multiple times in the system leading to confusion, inefficiencies, and inaccurate reporting of leads. Sales duplicity management is an issue that leading companies of the world are dealing with.  Duplicate data in Salesforce describes a situation where two or more records in your database describe one unique real-world entity. For example, suppose you possess a contact named Ariana Grande, but your CRM comprises several contact entries representing Ariana Grande, each with some differences (A. Grande, Ari Grande). Duplicate data often results in lead ownership and sales commission confusion. The customer, on the other hand, gets conflicting messages and redundant calls, causing a negative impression of the organization.  The problem of duplicate data in Salesforce is huge, with most CRMs having 15-30% duplicate records. New records coming from integrations are almost 80% duplicate on average! How Duplicate Data is killing your Salesforce Effectiveness Let’s have a detailed look at how duplicate data might be hindering your Salesforce CRM’s effectiveness.  1. Poor customer experience Imagine receiving identical emails twice or having to repeat your issue to customer support because they are looking at different records. Such experiences can be frustrating and hamper the customer experience, which Salesforce aims to provide seamlessly. Duplicate records in Salesforce create the opposite effect, disrupting the smooth customer experience and undermining customer satisfaction. 2. Wasted sales opportunities Duplicate data in Salesforce can lead to wastage and frustration for the sales team. For instance, if a salesperson contacts a lead that another salesperson is already engaging in, it can result in wasted time, added frustration, and a poor experience for the lead.  An excessive number of duplicates can also erode salespersons’ trust in the data in Salesforce. Consequently, they may either extensively verify each contact before reaching out or skip checking background data altogether. 3. Unnecessary costs Businesses that utilize physical marketing materials like brochures, sample kits, and direct mail might suffer financial losses by sending the same materials to a person twice. This practice is not only wasteful but also harmful to the environment.  Moreover, certain software licenses are tied to the total number of records. Removing duplicates can minimize the number of records and associated costs. 4. Inflated forecasts The process of forecasting involves evaluating the number of prospects that are likely to progress through the marketing and sales funnel. However, inflated numbers caused by duplicates in the data can result in overly optimistic forecasts, which may be unattainable.  For example, if two sales representatives work on the same opportunity and enter the same data into Salesforce, the opportunity will be counted twice in the forecast. When there are multiple records for the same customer or prospect, it can be difficult to get an accurate view of the customer’s history, preferences, and needs. This can lead to misinformed sales strategies and missed opportunities. 5. Bad decision-making Effective decision-making begins with a unified view of the customer, consolidating all customer data into one view. This view can comprise various types of data, such as click data, transactional data, and contact information, and can enable cross-channel marketing and other capabilities. Measuring the impact of actions across all channels is crucial for making informed decisions. However, duplicates in the database can prevent a comprehensive analysis of specific customers and make the aggregated data unsuitable for analysis. With duplicity in Salesforce hurting organizations so viciously, companies are trying to find solutions to this common problem. One such solution is – Automation.  Automation in Salesforce can be used to prevent duplicates by implementing data quality rules, identifying potential duplicates, and automating routine data management tasks. This can improve data accuracy, reduce the risk of errors, and ensure consistency in customer data. What are the various ways in which Automation can mitigate the issue of duplicate data in Salesforce? Let’s have a look.  How Automation Can Resolve the Problem of Salesforce Duplicity Management What are the various ways in which automation can mitigate the issue of duplicate data in Salesforce? Let’s have a look.  1. Automated data entry instead of manual work Automated data entry can help prevent duplicate data in Salesforce by reducing the likelihood of human errors that often occur during manual data entry. With automation, data can be extracted from various sources and integrated into Salesforce without manual intervention, thereby minimizing the risk of creating duplicates. Automation can also check for duplicates in real time, and if detected, the system can either merge or delete the duplicate record automatically. 2. Audit before importing data Auditing data before importing it into Salesforce can identify and eliminate potential duplicates before they are introduced into the system. This involves thoroughly reviewing existing data and cross-referencing it against the new data to be imported. By doing so, businesses can identify any existing records that match the imported data and take the necessary actions to merge or delete them. 3. Implement validation rules to enforce data standards  Implementing validation rules in Salesforce can help prevent duplicate data by enforcing data standards and ensuring that new data being entered meets specific criteria. These rules can be set up to validate different types of data, including names, addresses, phone numbers, and email addresses. For example, suppose a validation rule is set up to prevent the creation of multiple contact records with the same email address. In that case, any attempt to create a new record with an existing email address will trigger an error, preventing the duplicate record from being created. This can improve data accuracy, reduce the risk of errors, and ensure consistency in customer data. 4. Proper validation on all CRM-connected forms Implementing proper validation on all CRM-connected forms can help prevent duplicate data by ensuring that new data being entered meets specific criteria before it is added to Salesforce. This

An Artificial Intelligence Layer is Only as Good as the Data Underneath It 2025 saw the rise of more tools and consolidation in the sales tech market. With this, there has been some debate about what the future might look like.  Will companies continue to invest in point solutions?  Or will the customers prefer an “all in one” tool that takes care of most of their needs? Well, only time will reveal what the landscape will look like.  But what is clear is customers prefer technology that helps them close more revenue, and address gaps that exist throughout the customer lifecycle. The entire customer journey, from lead to opportunity to revenue is riddled with complexities.  Tools that help drive a unified visibility across the funnel and align teams with clean and complete data will be successful in coming times. And an intelligence layer is what can take companies closer to their revenue targets.   What is an Intelligence Layer? An intelligence layer is the key that unlocks the data and exposes patterns that have long been trapped in databases and applications.  This layer knows how to make use of data that is continuously streaming into systems and has the ability to provide insights at the time of need. This layer also is intelligent enough to know that it needs to continuously evolve and adapt to keep itself updated.  In that way, it has the ability to marry historical context with the continuous oncoming of data about accounts, opportunities and prospects. And offers predictive signals into what can add value to the buying journey at any given point in time.  Image Source These signals can open up the possibilities of real-time predictive engagement. This makes it proactive, rather than reactive. It is the battle for this system of action that will win the sales tech game.  Revenue leaders are asking – “Which solution can deliver the best insights in a single User Interface that serves as a rep’s point of decision and point of action?” Whether it’s deciding who to reach out to, which deal to go after this week, or which deal to revive, an intelligence layer shares a predictive list of actions that pushes your teams towards deal closure.  These insights are highly valuable as it produces signals to ensure customer-facing teams are always focused on the highest-value and most-likely-to-convert accounts at all times. The Real Story: It’s Not Just About the Algorithms While this intelligence layer will definitely be the winner in coming times, the usefulness of it will depend on the data underneath it.  Because AI requires meaningful data to recommend improvements that help improve revenue outcomes. In short, building an intelligence layer requires business to have a solid data layer underneath it.  Otherwise even the best of breed cannot undo the effects that bad data has on revenue. Unfortunately, most businesses are still struggling with data quality.  A recent survey by Modern Sales Pros along with Buzzboard revealed the following: Only 6% of respondents reported being highly confident of their data. 58% of respondents reported data accuracy as the number one reason impacting their ability to collect quality data. 37% said poor quality data leads to poor conversion rates. Clearly, data quality is a challenge for organizations currently.  The questions revenue leaders must ask are: What will be my data source when I deploy generative AI apps?  Do I trust the quality of my data? Is my data clean and accurate to drive reliable insights for my business? For a business that is unsure of the quality of data it has in its systems, adding even the most advanced generative AI solution to their tech stack won’t improve their revenue outcomes.  It will add more tech debt to their business. Such data inefficiencies prevent an intelligence layer from delivering its true potential.  Bad Quality Data Leads to Poor Conversions Incomplete and inaccurate contact data has a direct impact on conversion rates, and hence revenue.  In a survey, 37% of revenue professionals said poor data fuels poor conversion rates.  Without the right data and insights at their disposal, demand generation and sales teams are unable to: Get the right leads into their sales funnel.  Nurture those leads down the funnel. Identify the most viable prospects to engage with. Run highly personalized campaigns and outreach This is where the intelligence layer (AI) has to converge with data to help organizations meet their current gaps in revenue generation.  Accurate, rich and complete account data is foundational to build an AI driven sales organization.  And those who don’t invest in a strong foundation may not be able to withstand the rapid pace and changes in today’s sales environment.  Characteristics of Good Quality Data The quality of your data rests on a number of characteristics that it must meet. Data quality is considered superior when it is: Accurate Automated Complete Timely All of these characteristics come together to determine data quality – the basis for making good decisions.  A quality dataset is crucial to support successful AI, as models are only as good as the data you put in them. This idea of data quality is an important part of having a solution that delivers consistent results.   Checklist to Assess Your Data Quality If you think you have good quality data in your systems, ask again. Here is a checklist of questions we have that can help you assess your current data quality status. Top of the funnel: Is your data accurate and timely to maximize buying group intelligence to opportunity conversion? Does your data allow you to increase your speed-to-lead ratio? Can you identify your high intent leads? Does your sales and marketing team have actionable visibility into account based execution? Do you have access to lost contacts and relationships? Does your data capture partner activities? Middle of the funnel: Do you have confidence in your pipeline numbers? Do you know which deals to prioritize in the pipeline? Do you have data about your buying group and their engagement? Are your reps able to multithread with the right accounts? Do you

Top 10 Clari Alternatives Sales and revenue management is an ever-changing landscape where the quest for seamless and accurate data capture is never-ending. Clari Capture, a formidable revenue intelligence platform, has adeptly shouldered this responsibility by automating the capturing of every crucial contact and activity detail throughout the sales cycle.  However, as you look for excellence and competitive advantage, exploring alternatives that might offer unique benefits becomes imperative. This article looks at the ten Clari Capture alternatives ideal for anyone looking to boost their revenue intelligence efforts. What is Clari Capture? Clari Capture is a sophisticated revenue intelligence platform designed to enhance the revenue management process. Clari Capture is an automated data capture powerhouse, diligently capturing every revenue-critical signal that courses through your organization. Doing so eliminates the burden of manual data entry and the need for data cleansing. You can also do away with the complex task of matching this information to your records.  Clari Capture empowers your sales team by reclaiming precious time that would otherwise go on data-related tasks while simultaneously elevating the data quality. The comprehensive solution extends its reach across communication channels, including email, calendar, calls, and more. It is a vital tool for sales teams seeking a more intelligent and efficient revenue process. Top 10 Clari Alternatives in 2023 Here are ten Clari Capture alternatives worth exploring. 1. Nektar Nektar is a unified contact and activity capture solution that guards CRM data integrity and hygiene. Nektar is a reliable partner if you want a complete and accurate view of revenue intelligence. The platform ensures every piece of critical information is captured with precision.  Seamlessly integrating with CRM systems helps it maintain the sanctity of your data, thereby safeguarding its accuracy and relevance. In doing so, Nektar enables your sales team to unlock the quickest route to revenue realization, providing a strategic advantage in today’s ever-competitive business landscape. Give me a product tour. Key features: Actionable pipeline visibility Accurate, complete CRM data and reporting Account-based selling Targeting untapped revenue opportunities 2. Match My Email Match My Email is a meticulously designed solution that seamlessly synchronizes emails and calendars with Salesforce. One of its key differentiators lies in its approach to data management. With Match My Email, all email and calendar data is intricately interwoven with your Salesforce records, ensuring a centralized repository.  The distinctive feature guarantees the permanence of email data within the Salesforce ecosystem, offering a cohesive and holistic view of your customer interactions. Moreover, Match My Email excels in the automation of email logging, relieving users of manual tasks while maintaining a comprehensive audit trail. The automation extends to precise reporting, where the system provides timely and reliable insights into your data.  Key features: Ensures accurate email and calendar data Permanently stores email and calendar data Compatible with any email client and host. 3. Einstein Activity Capture (EAC) Einstein Activity Capture is a formidable tool tailored to empower sales representatives in their daily endeavors. The proficient tool facilitates a seamless connection between a representative’s email and calendar accounts and their Salesforce environment. Upon successful synchronization, emails and events are automatically and intelligently integrated into the activity timeline of pertinent Salesforce records.  The meticulous record-keeping ensures critical interactions are effortlessly tracked and associated with relevant accounts. EAC meticulously reviews activities through its intelligent algorithms and provides valuable recommendations. These recommendations serve as guiding beacons, steering representatives in the direction that maximizes their efficiency and effectiveness in nurturing client relationships and progressing deals.  Key features: Captures email and events from Microsoft or Google account  Adds events to the activity timeline of Salesforce records Captures contact data for email insights 4. Revenue Grid Revenue Grid is a leading revenue intelligence software many teams choose to fix revenue leakage, improve conversion rates, and enable growth. Its comprehensive features and exceptional performance make Revenue Grid stand out. The customizable platform seamlessly integrates with popular CRM systems and sales tools, making it an attractive choice for businesses of all sizes.  Revenue Grid also offers reliable customer support, ensuring you have the assistance you need throughout your journey. Its results-driven focus on revenue growth and sales performance improvement makes it an ideal solution for businesses seeking tangible results.  Key features: 360-degree pipeline visibility Actual and forecasted revenue match up Revenue signals to improve the sales process 5. Linkpoint LinkPoint is a comprehensive solution that streamlines the intricate process of email integration and Customer Relationship Management (CRM) record maintenance. Offering seamless and integrated inbox access, LinkPoint elevates efficiency and accuracy in managing communications and client interactions. A standout feature of LinkPoint is its effortless email integration. Users can securely and promptly record emails within their CRM with just a single click. Furthermore, LinkPoint provides real-time CRM data access from within the email platform, eliminating users needing to toggle between applications. The feature empowers sales teams with immediate insights for informed decision-making. Key features: Simple one-click email recording Custom Salesforce object and field detection Secure client-side deployment 6. Collective[i] Collective[i] offers a strategic approach dedicated to fostering productivity within sales teams, aiming to achieve better success. Collectivei’s mission is to enhance every facet of your sales ecosystem. It includes optimizing your data management, streamlining sales team operations, and fine-tuning the activities that drive revenue. The unique strength of Collectivei lies in its ability to achieve these improvements by leveraging your existing sales tools.  For sales operations and marketing teams, Collectivei is a game-changer, offering a suite of tools for clean, comprehensive, and automated data collection. Collectivei ensures your data is accurate and actionable, empowering your teams to make informed decisions. Key features: AI-generated forecasting and opportunity odds Automated activity and contact input into CRM Transparency to remove unexpected misses with collaboration tools 7. Setsail SetSail is a pioneering revenue intelligence software solution, purpose-built to empower modern revenue teams with actionable visibility. Its mission is to offer revenue teams precise and comprehensive sales data, a foundational pillar for informed decision-making and strategic enhancements. SetSail’s remarkable capability is its proficiency in automating the identification of effective sales behaviors. Leveraging

5 Revenue Operations Tools to Consider in 2025 Revenue operations has grown into a popular approach to managing a business’s revenue growth. If you’re looking for a way to leverage technology and provide data-driven insights to increase efficiency and profitability, you should look into revenue operations solutions. Implementing the right RevOps tools and building the ideal revenue operations team to run revenue operations can help businesses streamline their operations. Moreover, this will improve collaboration and communication between teams, and ultimately drive revenue growth.  In this article, we’ll discuss what revenue operations is, why it matters, and five tools that can supercharge your revenue operations and help you achieve your business goals. Top 5 Revenue Operation software 1. Nektar 2. Clari 3. People.ai 4. Sales Director.ai 5. HubSpot Operations What is Revenue Operations? Revenue operations, or RevOps for short, is a way that companies make sure they make as much money as possible by streamlining marketing and sales operations, leveraging business data, and automating certain marketing tasks. Think of your business as a lemonade stand. Like any business, you want your lemonade stand to make as much money as possible by selling lemonade. To do that, you need to ensure that you have enough lemons, sugar, and cups stocks to make the lemonade. You’ll also need to set the price of the lemonade so that people will want to buy it, but they also make a profit. Related Resource: RevOps vs SalesOps – 6 Key Differences RevOps is like the behind-the-scenes work that the lemonade stand does to make sure they have everything they need to optimize revenue. For example, the lemonade stand might use RevOps to: Figure out how much lemonade you need to make based on how many people are coming to buy it. Ensure you have enough money to buy all the supplies you need to make the lemonade. Decide on the best price to sell the lemonade for so that you make a profit but people still want to buy it. RevOps is important for businesses because it helps them make the most money they can, which means they can stay in business and keep making things that people want to buy. Nowadays, you don’t have to do all this manually. You can leverage revenue software and hire revenue operations experts to take care of this whole process for your company. Overview 5 Tools to Supercharge Revenue Operations So what tools can you use to supercharge your revenue operations? Here are five of the most popular options available to teams. 1. Nektar  Nektar is a revenue operations platform that provides real-time visibility into sales, marketing, and customer success data. It uses AI and machine learning to provide insights and recommendations for optimizing revenue growth.  Nektar’s intuitive interface and customizable dashboards make it easy to use and highly adaptable to any business’s needs. Features: Feature Description Contact Automation Bring together all your contacts into your CRM automatically Pipeline Progression Identify pipeline risks early before they become a threat Rep Productivity Scale revenue-winning patterns across teams Pipeline Creation Get complete visibility into all prospect stages and understand which deals are expected to close Relationship Intelligence  Understand key stakeholders involved and get ideas of the fastest journey among stakeholders to close deals Salesforce ROI Plugs in the gaps in Salesforce CRM to bring together all the information to convert leads into ROI  Pricing: Nektar is priced flexibly, according to the needs and solutions required by various businesses. Nektar also provides a free, no-obligation, data-protected CRM scan to identify areas where revenue is being lost in the sales process.  2. Clari  Clari is a revenue platform that provides sales teams with real-time visibility into their pipeline and helps them close deals faster. It uses AI to identify deals at risk, provide accurate forecasting, and recommend next steps for each deal. Features: Feature Description Automatic Data Capture Quality data from emails, calendars, calls, and more are automatically captured Rep Productivity Easier inspection of accounts and opportunities for more efficient action to be taken Sales Alignment Easily share plans, align business objectives, and manage stakeholders Sales Copiloting Clari’s revenue conversation intelligence can join every sales call live and ensure reps respond optimally in every revenue-critical moment Forecasting and Pipeline Management Obtain a full and tailored view of your company’s performance  Sales Analytics Get accurate information regarding the entire revenue team, with both analytics and visuals Pricing: Clari offers three bundles with different functions and features, and upgrading to a bundle with higher functionality is possible. To obtain specific pricing details for Clari’s bundles, do reach out to the software provider for a quote.  3. People.ai People.ai is a revenue operations platform that uses AI to automate sales activities and provide insights into sales performance. It can automatically capture sales data from emails, meetings, and calls, and provide insights into customer engagement and pipeline performance.  People.ai’s advanced analytics and reporting capabilities make it a powerful tool for optimizing sales performance. Features: Feature Description Automatic Data Capture GTM activities are automatically captured and logged into the CRM to the right accounts and opportunities Engagement Dashboards Easy-to-use, interactive dashboards and data tables you can surface data on your accounts, opportunities, or GTM team Rep Productivity Plan revenue-winning actions based on captured information  Pricing: People.ai starts at $50/month per user. Contact the software provider for more pricing information.  4. Sales Director.ai  SalesDirector.ai is a revenue operations platform that provides sales teams with real-time coaching and insights. It uses AI to analyze sales calls and provide recommendations for improving sales performance.  SalesDirector.ai’s coaching tools and personalized insights make it a valuable tool for improving sales performance and increasing revenue growth. Features: Feature Description Auto Activity Capture Capture all email and calendar interactions between sellers and buyers automatically Sales Insights in CRM  Improve rep productivity using analysed data to plan revenue-winning actions Account Health and Insights Real-time information regarding accounts and stakeholders Customer Sales Metrics & KPIs Obtain rep activity to drive sales productivity Pricing: SalesDirector.ai starts at $29/month per user for their ‘Activity Capture’

Buyer Intelligence: The Secret to Reduce Customer Churn Churn carries high costs for businesses. Find out how access to buyer intelligence unlocks churn prevention secrets. Customer Success To compensate for one lost customer, you need to acquire three new ones. Believe it when McKinsey says it. Churn carries high costs with it. That’s why retention is a top priority for businesses today. Yet, churn is on the rise, with 64% of companies expecting it to increase. What’s more surprising is that the issues behind churn can be managed or resolved. And as much as 96% of subscription businesses agree. So, how can you uncover the real reasons behind churn, use buyer intelligence to reduce it, and improve growth? Let’s find out. What is Buyer Intelligence? First things first, let’s have a clear understanding of the buyer intelligence concept. Buyer intelligence analyzes past patterns to predict and direct future customer interactions. It assesses ongoing customer data gleaned from omnichannel interactions. Then, it produces insights on these customers. B2B buyer intelligence could look at a wide range of data, including but not limited to: Customer behavior Business goals Business challenges and priorities Purchase decision Successful use cases Communication Company background Segments Financial standing The beauty of buyer intelligence is that it derives this information from several channels. After doing so, it combines and drives insights. Channels include emails, meetings, product usage, service consumption, and more. Its primary goal is to enrich the CRM with complete and reliable data. This gives customer success managers (CSMs) the information to optimize future client interactions. CSMs can use B2B buyer intelligence insights to not just look at customer behavior. They can also dive further into the buyer committee. They can verify contact data and messaging patterns to reach the right stakeholder at the right time. Buyer intelligence is the key to solving emerging problems in customer experience today. Emerging Customer Success Pain Points Resulting in Churn Businesses are strategizing for resilient growth by concentrating on retention. And customer success plays a pivotal role in seeing this effort through. But as the spotlight on customer success shines bright, so do its glaring problems. Notably, the last few years have thrown up multiple issues. Some emerging pain points in customer success include: 1. Customer success rigour doesn’t match sales A singular focus on sales leads to rigorously planned workflows and playbooks. However, leaders don’t follow a similar rigor for customer success. This is despite businesses keeping client experience as their number one priority. 2. Missing engagement Customer success talks to just one person (the champion) instead of engaging with the entire buyer group. This is specifically important as buyer committees are more complex today. 82% of companies say that difficult purchases involve two to nine departments in the client’s company. Other times, CSMs engage with the top 10% (best-performers) and lowest 10% of clients (at high risk of churn). But they miss the remaining customers. These left-out customers could have the potential to become a bigger account (expand) or feel overlooked and leave (churn). 3. Inconsistent information At times, customer success doesn’t know what is happening in the client’s organization. They possess information that is incomplete, inaccurate, siloed, or non-compliant. As a result, CSMs don’t know how to use the available information to strategize the next steps in the customer journey. 4. Too many tools The global customer success platforms market is expected to grow more than double—from US$ 2.07 billion in 2023 to US$ 4.35 billion in 2027. But this growth doesn’t necessarily spell a boon for CSMs. They may have too many tools to gather buyer intelligence from. And end up getting confused. They may not know how to apply these tools to monitor customer behavior. Nor will they know how to help clients make the most of your solution. On the other hand, these tools may also need extensive manual inputs. It becomes overwhelming for CSMs to keep up with the tools alongside other responsibilities. 5. Impersonal client interactions As a result, CSMs can’t personalize communication for each account. Instead, they send generic messages and content for ongoing offers and new features, among other updates. As much as 65% of customers don’t like the impersonal approach, expecting companies to adapt to their evolving preferences. 6. Ineffective renewals Because CSMs don’t have complete information on clients, they hold renewal conversations closer to the due date. There’s no communication or relationship-building activity beforehand. At this time, if you decide to increase costs without an intimation well in advance, customers may be discouraged from continuing with you. The above pain points present a picture of ineffective customer success. What, then, is the effective version? What Does Valuable Customer Success Look Like? Effective customer success is when customers find value in their relationship with your business. And this value is strong enough for them to stick around. Customers assess value by determining their success since deploying your solution. They also look at the experience of working alongside your team. If you deliver high-value experiences to your clients, they’re 3.5 times more likely to advocate for you. But what could CSMs do differently to achieve this feat? Effective CSMs use buyer intelligence to: Work with customers (not despite them) and Understand each buyer’s pain points, business goals, and KPIs. They give customers the resources to be effective, achieve business goals, and feel confident in growth. They don’t create strategies around short-term wins. They also optimize for long-term, sustainable growth. You’ve seen the power of effective customer success. Now, let’s find out how you can build valuable relationships and reduce customer churn using buyer intelligence. The Role of Buyer Intelligence in Reducing Churn B2B buyer intelligence deliberately uses insights gathered from clean data to nurture customers. It enables them to grow with your business, encouraging the customer to associate their success with you. Here are six ways in which buyer intelligence could reduce churn: 1. Single-threaded to multithreaded accounts Poor quality data leads to 56% of CRM users losing existing customers. Owing to incomplete information, CSMs may know who is the day-to-day point of contact. However, they may not know who is involved in deploying and using

Top 5 Salesforce Communities to Join Success in the world of Salesforce development hinges on more than just mastering the platform’s tools and techniques.  It also depends on being part of a thriving community that fosters knowledge-sharing, problem-solving, and collaboration.  This article looks at Salesforce communities, shedding light on the essential forums and networks that have become invaluable resources for developers.  These platforms offer unparalleled support and insights to help you excel in the Salesforce ecosystem. So, let’s uncover the best communities you can consider joining. Advantages of Joining Salesforce Communities Salesforce developers and users operate within a dynamic ecosystem that is constantly evolving. In this environment, effective communication, support, and collaboration are critical. Salesforce forums and communities are an ideal and thriving place where developers can build their skills and troubleshoot challenges.  Here are some reasons why these digital spaces are indispensable for Salesforce developers. 1. Knowledge sharing Salesforce is renowned for its versatility, with many features and functionalities. Navigating this complexity can be daunting, especially for those new to the platform. Forums and communities offer developers a platform to share their experiences and best practices. Tapping into the community’s collective knowledge can help developers accelerate their learning curve. 2. Troubleshooting support Encountering issues and bugs is par for the course in software development. Salesforce developers can often experience unique challenges that require precise solutions. Forums provide a venue where developers can seek assistance from peers who may have faced similar issues. The collective problem-solving power of the community can help troubleshoot problems efficiently. 3. Networking opportunities Building a professional network is critical across fields, and Salesforce is no exception. Forums and communities allow developers to connect with like-minded individuals and potential mentors. These connections can lead to valuable insights, job opportunities, and partnerships to further one’s career in Salesforce development. 4. Staying informed The Salesforce platform undergoes regular updates and enhancements. Staying informed about these changes helps developers ensure their solutions remain up-to-date and compliant with best practices. Communities are hubs for sharing news and release notes, which help developers stay on the cutting edge of Salesforce technology. Five Best Salesforce Communities to Join Here are five options you can explore if you are looking to join a Salesforce community. 1. Wizard of Ops Wizard of Ops is a popular Salesforce community that beckons developers with its rapidly expanding membership base. It caters exclusively to operators, leaders, and Salesforce administrators. With over 3,700 active members, WizOps is a thriving hub for those deeply involved in crafting systems and integrations within the Salesforce ecosystem.  Members gain access to private online networking opportunities, workshops and webinars, and peer reviews. Most notably, WizOps offers all these benefits entirely free of charge. As a testament to its commitment to fostering knowledge sharing and collaboration, WizOps is an indispensable resource for professionals seeking to excel in their Salesforce endeavors. Sign up link 2. ISV Slack Community The ISV Slack Community is a tailored Salesforce community thoughtfully created by and for individuals engaged in go-to-market functions at Salesforce ISVs (Independent Software Vendors). They work with the shared goal of collective improvement. Within this community, participants include everyone from sales leadership, alliances, founders, and demand generation professionals.  Here, open and candid discussions thrive, where members exchange insights on what works and what doesn’t. To maintain a harmonious and collaborative atmosphere, access is exclusively for those who do not hold employment with Salesforce, ensuring a comfortable space for all. Sign up link 3. Trailblazer Community The Trailblazer Community is an inclusive Salesforce community that extends an invitation to developers and professionals from across the globe. As a member, you have the opportunity to cultivate and refine your skills, all while forging meaningful connections with fellow Trailblazers.  The vibrant community is a haven for those who seek to learn, grow, and collaborate, with millions of members actively blazing trails within the Salesforce ecosystem. Beyond professional development, the Trailblazer Community promises an enriching journey filled with valuable experiences and the chance to give back to the community. Sign up link 4. Salesforce Stack Exchange Salesforce Stack Exchange is a valuable resource within the Salesforce community. It offers a dedicated platform for Salesforce administrators, implementation experts, developers, and individuals from various roles. This question-and-answer site provides an efficient and user-friendly environment for knowledge-sharing and problem-solving within the Salesforce ecosystem.  With a seamless signup process that takes only a minute, Salesforce Stack Exchange encourages active participation. It enables members to seek and provide assistance promptly. Grappling with a complex development issue or simply seeking insights? This community offers a collaborative space where individuals of diverse expertise can find solutions to their Salesforce-related queries. Sign up link 5. Forcetalks Forcetalks, a thriving Salesforce community, is another leading option for developers and enthusiasts. Much more than just a platform, it is a living encyclopedia catering to the needs of Salesforce users globally. Forcetalks offers a wealth of content across comprehensive Salesforce topics for everyone from an aspiring developer to a seasoned professional. Within this dynamic community, you gain access to the latest Salesforce updates, tech blogs, explanatory articles, tutorial videos, and insightful statistical infographics. With Forcetalks, knowledge seekers can conveniently find all they need in one centralized location for better understanding and proficiency in Salesforce. Sign up link FAQs What are communities in Salesforce? Communities in Salesforce are digital spaces facilitating collaboration and information sharing among developers. These communities are created using Salesforce Community Cloud and remain customizable. They provide a way to connect and collaborate with specific user groups. There are features like discussion boards, knowledge sharing, and access to data. What are good examples of Salesforce communities? There are several notable examples of Salesforce communities across use cases. Some prominent names include Wizard of Ops, ISV Slack Community, and Trailblazer Community. What is the best Salesforce forum? Identifying the best Salesforce forum can depend on your preferences. There are several community platforms like Wizard of Ops and the Trailblazer Community. These are excellent resources for connecting with various Salesforce experts and professionals.  Bottomline

Sales Pipeline Coverage Ratio: A Guide In sales, every move counts, and every lead is a potential gem. To zero in on the correct opportunities, the sales team needs a guide. Sales Pipeline coverage ratio can be that guiding light. In the age of sales analytics, understanding and mastering this powerful metric is like possessing a map of the hidden treasures of successful sales. The sales pipeline coverage ratio serves as a safeguarding model used by sales managers to gauge the company’s health and ensure that revenue objectives are achieved. Let’s go through the sales pipeline coverage in detail. Let’s understand what it is. How does it affect the sales quota of personnel? What is the ideal pipeline-to-quota ratio? And what are some of the best practices and challenges of Sales Pipeline Coverage Ratio?  What is Sales Pipeline Coverage Ratio? Sales pipeline coverage ratio is a measure of how well a sales team is converting leads into sales. It is calculated by dividing the number of sales made in a given period by the number of leads in the pipeline.  A high sales pipeline coverage ratio indicates that a sales team is converting leads into sales at a high rate. In contrast, a low sales pipeline coverage ratio indicates that a sales team is struggling to convert leads into sales. A number of factors can affect a sales pipeline coverage ratio, such as the quality of the leads, the sales process, and the sales team’s experience. However, it is important to calculate the sales pipeline coverage ratio to get the actual picture of your pipeline.  The ratio provides a clear snapshot of your sales pipeline’s health and effectiveness. It offers insights into the quantity and quality of opportunities at various stages, enabling you to make informed decisions. How to Calculate Your Sales Pipeline Coverage Ratio? The Sales Pipeline Coverage Ratio can be calculated with this formula: You can understand it like this: When the average time for a sale to be finalized is 90 days, and the success rate of closing deals stands at 25%, the ratio between the pipeline and the sales quota becomes 4:1. This ratio signifies that to achieve the sales quota for a quarter, the total value of opportunities present in the pipeline should be four times the projected sales amount for that quarter. Although certain teams continue to employ this formula for determining pipeline coverage, a growing number now utilize advanced sales software to derive a more accurate ratio. Contemporary sales execution platforms, for instance, swiftly collect sales analytics from every stage of the sales journey and procedure, subsequently computing pipeline coverage (along with other pertinent sales analytics metrics) automatically for a precision-driven and current evaluation. Defining the optimal pipeline coverage ratio tailored to your business is advisable, as this aids your team in honing their computations. To understand the appropriate level of coverage required, it’s crucial to possess a solid understanding of the target benchmark you should be reaching at any specific point in time. How Much Pipeline Coverage Should You Have? Many sales experts recommend aiming for a sales pipeline-to-sales quota ratio of 3x or 4x. The majority of these recommendations are grounded in practicality. Is there an alternative method to precisely determine your sales pipeline coverage ratio? Let’s explore an alternative perspective on pipeline coverage. The sales pipeline coverage ratio signifies the proportion between active pipelines and the number of sales quotas that must be fulfilled.  Given that not every potential sale will be successfully closed, it becomes imperative to have an adequate number of opportunities to achieve your sales targets. A coverage ratio of 1x wouldn’t suffice to meet your quota, as it would necessitate closing every single deal in your pipeline – an extremely challenging feat. Therefore, maintaining a pipeline-to-quota ratio of 3:1 or 4:1 is advisable as a general guideline. However, to get the optimal number for your pipeline-to-quota ratio, you should consider the following factors:  1. Historical data and sales cycle Examine your historical sales data to understand how long it takes for leads to move through your sales funnel and convert into customers. If your average sales cycle is longer, you might need a larger pipeline coverage to ensure a steady flow of deals. 2. Conversion rates Evaluate your conversion rates at each stage of the sales process. If you have a high conversion rate from leads to opportunities but a lower rate from opportunities to closed deals, you might need a more extensive pipeline to compensate for potential drop-offs. 3. Market and industry factors Consider the competitive landscape of your industry and market conditions. A higher pipeline coverage might provide a buffer against market fluctuations if your market is highly competitive and unpredictable. 4. Sales quotas and goals Your sales quotas and revenue targets play a significant role in determining pipeline coverage. If your quotas are ambitious, you’ll likely need a larger pipeline to accommodate the necessary volume of opportunities. 5. Risk tolerance Assess your company’s risk tolerance. If your business can’t afford a shortage of deals, you might lean towards a more conservative pipeline coverage to minimize the risk of missing targets. 6. Growth and expansion If your business is in a growth phase or planning to expand into new markets, a higher pipeline coverage can support these endeavors by providing a cushion for unfamiliar territories. 7. Seasonality and trends Consider any seasonality or cyclical trends that impact your industry. Adjust your pipeline coverage accordingly to accommodate fluctuations in demand. The right amount of sales pipeline coverage strikes a balance between ensuring a consistent flow of potential deals and managing resources efficiently. It’s a dynamic metric that might need adjustment over time as your business evolves, market conditions change, and new opportunities arise. How to Ensure a Healthy Sales Pipeline A healthy sales pipeline encompasses a mix of early-stage prospects, active negotiations, and imminent closures. A healthy pipeline is characterized by consistent lead generation, effective lead qualification, and proactive deal management. Here are a few ways

10 Killer Tips to Use ChatGPT for Sales The buzz around ChatGPT is pretty hard to miss in any industry. You name the industry and it’s already there.  Chances are, you’ve already used the tool for more use cases than one.  From answering complex technical engineering questions to offering recommendations in any field, ChatGPT has revolutionized the way we interact with artificial intelligence (AI).  Its ability to understand and generate human-like text has opened up new possibilities everywhere. The best part? It can engage in back-and-forth discussions and provide contextually relevant replies. But, can ChatGPT work its magic in sales as well? Well, that’s the million-dollar question, isn’t it? Know better to sell better! Check how Nektar helps you take control of your sales funnel. Learn more In this article, we will be answering this million-dollar question along with the how. We will also provide you with the prompts you can use to leverage ChatGPT for sales.  Let’s hop on the AI bandwagon.  What is ChatGPT? We know we are answering a very obvious question but for people living under the stone, here we go.  ChatGPT is an advanced language model developed by OpenAI specifically designed to engage in natural language conversations with users. ChatGPT is trained on a vast amount of text data and is capable of understanding prompts and generating contextually relevant responses. As of now, ChatGPT is trained based on data and information available up until September 2021.  In a nutshell, ChatGPT is the advisor/assistant you’ve always wanted.  You must have noticed we mentioned prompts, now let’s understand what are these.  What are ChatGPT Prompts? ChatGPT prompts are nothing but the textual inputs or instructions given to the ChatGPT model to initiate a conversation or request a specific type of response. They act as the starting point for the model to generate a relevant and contextually appropriate reply. Prompts should be as detailed as possible to yield the desired output. (more on that later) Surprisingly, prompt engineering has become a hot topic and a highly-demanded skill today.  How to Use ChatGPT for Sales? No wonder, ChatGPT has immense potential to impact the sales processes of your business but the bigger question is – how? Well, we got your back.  Let’s dive straight into the meaty part of the blog.  1. Sales Outreach  ChatGPT can assist with sales outreach by engaging potential customers in personalized and interesting conversations. It can generate customized email templates or social media messages that grab attention toward your product/service.  Wait, there’s more! ChatGPT can also adapt outreach messages to different languages and cultural nuances, allowing sales teams to expand their reach to global markets. 2. Upselling & Cross-Selling  With its understanding of customer preferences and purchase history, ChatGPT can be a valuable asset in upselling and cross-selling efforts. It can analyze customer data to identify complementary products or upgrades that align with their need and highlight the added value and benefits of these offerings. 3. Objection Handling Handling objections is a crucial aspect of the sales process, and ChatGPT can be trained with a wide range of objection scenarios and their corresponding rebuttals. When objections are raised by potential customers, ChatGPT can quickly analyze the objection, understand the underlying concern, and generate persuasive and empathetic responses.  4. Lead Qualification  ChatGPT works wonders for lead qualification. It streamlines the process of identifying potential customers by asking qualifying questions and gathering relevant information about a lead’s needs, budget, and decision-making authority.  The tool can then apply predefined criteria to determine the quality and potential of the lead saving hours of your reps’ time.  5. Market & Competitor Research  ChatGPT can assist in competitor analysis and market research by gathering and analyzing relevant data. It can extract public information, industry reports, and customer reviews to provide insights into competitors’ offerings, pricing strategies, and customer sentiment.  However, the knowledge available to ChatGPT is based on data up until September 2021 only. If you are looking for real-time information, it is recommended to use ChatGPT-4’s Beta version which comes with browsing capabilities. 6. Answer FAQs as a Chatbot Revolutionary ChatGPT can be trained as a chatbot to answer frequently asked questions (FAQs) from customers. By understanding natural language queries, ChatGPT can provide accurate and consistent responses, offering 24/7 support and freeing up sales reps’ time for more complex queries.  7. Define Sales Strategies Guess what? ChatGPT can contribute to sales strategy development as well by providing valuable input and generating ideas. It can analyze data, feedback, and market trends to identify opportunities, target audience segments, and potential growth areas.  It can then assist in formulating sales strategies, including market positioning, target market selection, pricing models, and sales channel optimization.  8. Sales Training & Role-Playing  ChatGPT can be an effective tool for sales training and role-playing exercises. It can simulate realistic sales scenarios, allowing sales reps to practice their skills and refine techniques. ChatGPT may take on the role of a prospect, providing responses and objections that sales reps must learn to navigate.  9. Deal Scoring and Prioritization ChatGPT can also come in handy for deal scoring and prioritization by analyzing various factors and assigning a score or ranking to each potential deal. It can consider criteria such as the prospect’s level of interest, budget, timeline, decision-making authority, and fit with the company’s ideal customer profile.  10. Sales Enablement Collaterals  One more use case where ChatGPT can be a valuable asset is in creating sales enablement collaterals. By analyzing data and understanding customer pain points, it can generate content such as sales scripts, playbooks, product guides, training materials, and sales collateral that resonates with potential customers.  How to Integrate ChatGPT into your Existing Tools Integrating ChatGPT into your existing tools involves several essential steps for seamless integration.  First, identify the specific tools you want to integrate with and understand their technical requirements.  Next, choose the most suitable integration method based on the available options for ChatGPT, such as webhooks, APIs, SDKs, or pre-built connectors.  Access the ChatGPT API by signing up for an account and obtaining the

5 Ways Siloed Data is Burning Your Revenue There are various reasons why revenue might be falling for your company. Most of these reasons might be in your radar, and your strategy might include improving on those parameters in the next quarter.  But there is one silent killer in your revenue engine you might not be aware of. Ignoring this aspect can cost you heavily. This is the case of siloed data.  90% of organizations cite data silos as a challenge to growth. And data inefficiencies cost organizations an average of $12.9 million every year. Dependence on incorrect, incomplete, or stale data leads to erroneous decision-making that hurts revenue. Most of these issues related to data originate from data silos. What do we mean when we say data inefficiencies? Using incorrect data to drive decisions across the organization or basing a new revenue strategy on the shoulders of stale data in your systems are some examples of data inefficiencies. How can organizations make data-driven decisions that drive revenue? Is there a need for more data? Definitely not. Every organization has their own data that can be leveraged to make powerful data-driven decisions. But most of this data is stuck in systems that don’t talk to each other. Enabling this data to flow freely along the revenue engine can help capture critical information to understand your business better. Data-driven organizations are 23 times more likely to acquire new customers, 6 times more likely to retain them, and 19 times more likely to be profitable. First Up, What is Siloed Data? Siloed data is information from revenue-generating activities like sales, marketing or customer success that is stored in isolated tech stacks. This data is controlled by one team but inaccessible to others. For example, marketing team might create revenue generating strategies with the data within their own tech stack. This data is not related to data that sales or customer success has. As a result, these departments keep working within their own confines, without having access to the same data, or devising ways to support each other. Such silos hampers organizations as revenue generation is no longer the responsibility of just sales or marketing. It’s a team effort that demands all customer-facing functions to come together and refer to a single source of data. This is where revenue operations thrives as a function. A data pile-up leaves everyone puzzled, and organizations pay dearly in terms of unaligned goals, internal competition, siloed thinking, and stunted growth. How is Siloed Data Created? Most departments don’t have access to unified, strategic data for cohesive planning. For instance, 47% of marketers blame data silos as their most significant problem for extracting insights from data. Why is it that data silos thrive? Here are three key reasons: 1. Siloed departments Departments within the organization often have individual goals to achieve. Along the way, they may miss the point of setting these goals – for the organization’s collective growth. As a result, they operate in silos concentrating on their own targets. It mainly creates problems when customer-facing teams – marketing, sales, and customer support – start functioning in isolation. The common objective is to increase revenue and retain customers, and these teams must collaborate closely for success. But with differentiated tech stacks for each team, it’s incredibly challenging to use one department’s data for another. As a result, sales and marketing teams often end up at loggerheads and can’t align GTM strategies. The numbers are shocking because as much as 90% of sales and marketing professionals report misalignment in strategy, among other things. And it’s estimated that this misalignment costs businesses over $1 trillion each year. 2. Cultural resistance Even as digital transformation sweeps the world, 54% of organizations manage customer-facing operations in silos. In organizations that don’t follow a culture embedded with data, teams face challenges in deriving valuable insights from data. Only 25% of employees think they can leverage data to their benefit. Then there’s limited knowledge of new technologies. Sometimes, leaders find upgraded systems challenging to comprehend. Since they hold key positions, accepting this shortcoming and stepping up digital transformation could feel overwhelming. 84% of employees think leaders should move to more modern tech stacks to capture business opportunities. The result of this cultural resistance? Organizations end up sticking with legacy systems thinking these will perpetually perform well. 3. Separate tech stacks 72% of customer interactions are now via multiple digital touchpoints. Enterprises with data silos store information from individual touchpoints separately, giving rise to irregularities as data collected from each can be vastly different. And companies that don’t keep up with digital transformation risk losing nearly $7 million. Moreover, as technology evolves, companies may add more tools to their tech stack for various functions and departments. With each clashing effort, this stack keeps growing and creating unmanageable siloed data if integrations aren’t in place. And while applications are on the rise, integrations aren’t increasing equally. In 2022, an organization had 976 applications on average. But only 28% of these apps were integrated. 5 Ways Siloed Data Is Damaging Your Revenue Maintaining data silos is doing more harm than good to businesses. While you must uphold customer confidentiality, not sharing a ton of other information will impact revenue adversely.  Below are 5 significantly adverse effects of siloed data. 1. Missed business opportunities 30% of respondents in a survey by CMO Council and Televerde stated they faced challenges in hitting revenue targets because of organizational silos. And that’s not all. 84% of employees are missing business opportunities by not moving to modern data solutions. Fostering a ‘data ownership’ culture over a ‘data sharing’ one has a far-reaching impact on identifying new prospects and nurturing those in the sales pipeline. Unhealthy competition among teams further motivates them to fulfill internal targets while ignoring external possibilities. It also deepens the rift when leads handed over from marketing to sales don’t come with the right set of data. 2. Unfavourable customer experience This lead handover also translates into cumbersome customer experiences. Most businesses have multiple customer touchpoints. If data from each is unlinked, sales teams have less visibility on which part of the

10 Salesforce Tools To Empower Your Reps in 2025 The largest software investment for a company is Salesforce. Yet, most Salesforce CRMs fail to deliver the value they promised. Salesforce tools can help companies derive better ROI from their Salesforce CRM. And justify the steep investment to their management. If you are looking for top Salesforce tools to invest in 2024 to drive rep productivity, we have got you covered. Here is a list of top Salesforce tools for you to consider in 2024. Why Do You Need Salesforce Tools? Of course, we all want our sales team to perform at their best and be as productive as possible. This means ensuring that they spend their time effectively, doing what they do best. Closing deals. The right tool shows exactly where sales reps are spending their time Teams that are able to utilize these tools efficiently can generate more leads and convert those leads into revenue compared to lesser productive companies. In fact, 79% of sales executives say that improving productivity among their reps is the way to hit new targets. Sales is not just limited to emails and calls. It needs software to gather and organize an all-around view of the company’s relationship with the client. Sales also entail a lot of activities that are not directly sales-related, like admin work, answering emails, updating the statuses of prospects, etc. (which consume a good chunk of time) Identify the key stakeholders in every deal with the right tool Sales professionals spend 17% of their time entering data into the CRM. If this process is automated, you can reclaim lost time which can be utilized for more important tasks. Top 10 Salesforce Tools for 2024 Here are the top Salesforce tools for you to consider in 2024: 1. Nektar Most Salesforce CRMs miss more than 50% of critical buyer contacts and sales activities. Reason? Sellers do not update a CRM. Poor Salesforce adoption results in poor CRM data, which translates into poor insights for revenue leaders. Making Salesforce a wasted investment. Nektar completely transforms this with AI-enabled CRM automation resulting in achieving unmatched Salesforce ROI. Nektar self-heals all bad, stale, or missing data. With Nektar, you can gain a data-packed Salesforce CRM that continuously maintains the highest data integrity. Key features: Contact Automation Bring together all the contacts into your CRM automatically Pipeline Progression Identify pipeline risks early before they become a threat Rep Productivity Scale revenue-winning patterns across teams Pipeline Creation Get complete visibility into all prospects stages and understand which deals are expected to close Relationship Intelligence Understand key stakeholders involved and get ideas of the fastest journey among stakeholders to close deals Salesforce ROI Plugs in the gaps in Salesforce CRM to bring together all the information to convert leads into ROI Pricing: Nektar’s pricing is flexible depending on the business and solutions required. Nektar also offers a free CRM scan to identify key gaps on where revenue is being lost in the sales process. 2. Cirrus Insight Cirrus Insights is a sales productivity platform that effortlessly combines Salesforce with your email inbox, enabling your sales reps to streamline your sales workflow and boost productivity to the max. Key features: Email Integration Sync emails, contacts and calendars with Salesforce Calendar Scheduling Schedule calls and meetings directly from your inbox Email Tracking & Analytics Track email open rates, clicks, and engagements in real-time Template & Document Management Create & use email templates with ease of sharing documents Follow-up Reminders & Tasks Set up reminders & tasks to stay organized with your sales teams and activities Team Collaboration Share winning templates or mails strategies with teams for faster conversion Salesforce Data Access View and update client details and information on Salesforce Mobile App Available as a mobile app to download and update on the go Pricing: Cirrus Insight offers a free trial for most of its plans for users: Salesforce Sync Plan – $10/year/user Pro Plan – $21/year/user Expert Plan – $29/year/user Sync+ Plan – $4/user/month/year 3. Demandbase Demandbase is an account-based marketing and sales platform designed to help businesses target and engage key accounts in a personalized and effective way. Companies can align their marketing and sales teams, gain deep insights into account activity, and drive revenue growth through strategic account-based strategies. Key Features: ABM Marketing Engage targeted accounts with personalized emails, content, campaigns, and messaging Account-Based Sales (ABS) Entrust sales teams with account intelligence, prioritization, and collaboration tools. Sales and Marketing Alignment Grow collaborations between sales and marketing teams, ensuring a unified approach to ABM. Account Orchestration and Analytics Manage and track account activities, measure the engagement and gain actionable insights. Multi-Channel Engagement Reach targeted accounts through multiple channels, including email, social, and advertising. Relationship Intelligence Gain visibility into account relationships, understand influencers, and identify key contacts. Check the gaps in your salesforce reports, with an no-obligation free CRM scan report. Pricing: The pricing is available upon request. To get detailed pricing information and explore the best package, you can contact the Engagio sales team directly through their website or by reaching out to their sales representatives. 4. ZoomInfo SalesOS Zoominfo SalesOS is a sales intelligence and productivity tool designed to help the sales team connect with the ideal prospects more efficiently. It provides insights into high-quality data on companies and provides a suite of tools to help boost sales productivity, stay organized to close maximum deals.  Key features: Sales prospecting Superior search and filtering capabilities to identify prospects based on various criteria like industry, job title etc Company and contact data Access to the latest information on companies and various decision makers Sales engagement Automating calls and emails with personalized templates, scheduling and call recording Sales intelligence Insights on trends and updates to help reps send latest and custom messages Pricing: ZoomInfo Sales OS offers flexible pricing plans based on the size of your sales team and the features you need. 5. Dooly Dooly is a sales enablement platform designed to help sales reps close deals faster by eliminating manual data entry and automating workflows. Key features: Automated Workflows Ability to automate tasks like data entry, lead routing, and follow-up reminders Salesforce Integration Seamlessly sync

RevOps Best Practices to Increase Quota Attainment Eddie Reynolds, RevOps Leader and CEO at Union Square Consulting recently spoke to Abhijeet Vijayvergiya about how misunderstood RevOps and quota attainment is. And what can be the right way to approach both, in a way that they work symbiotically. Let’s dive in. Sales quota attainment rates continue to drop as we speak. Digital selling has been harder for reps, exacerbated by the current market conditions when buyers have a tight grip over their budgets.   Revenue operations comes as a respite to aid this situation for businesses. But terms like quotas are often misunderstood. RevOps is still fairly new to help sales teams succeed better in uncertain times.   We spoke to revenue expert Eddie Reynolds on what he thinks of the two facets independently, and together. He busted some myths around quotas, sales productivity and our favorite – RevOps.    Read on to hear what Eddie has to say about the selling world today, rep productivity and what areas of RevOps he is really passionate about.    If you’re short on time, here is a quick summary of the conversation. If you enjoy our discussion, check out more episodes of our podcast. You can follow on iTunes, Spotify, YouTube or grab the RSS feed in your player of choice. What follows is a lightly edited transcript of the episode. Revenue Operations is Beyond Just Setting Up Tools Abhijeet: Hi Eddie. Love what you’re doing at Union Square and I think it’s great to see your focus on revenue operations. It’s so exciting. Eddie: Yes, it is exciting! I’m very passionate about this topic. A big part of revenue operations is setting up tools, but something that I’ve always been so passionate about is all the other areas of revenue operations. How do you take these tools and turn them into part of an overall revenue engine that ultimately drives revenue and provides visibility to leadership on what’s working, what’s not, and what direction you’re headed in? And that’s something I’ve been very passionate about, probably since the first moment that I ran into Salesforce and even before, and trying to think, okay, as somebody who’s actually selling every day: How can I use this tool? How can I use the data in this tool?  How can I build a better process so that I can sell more, market them or serve customers better?  It’s really interesting to see how much revenue operations has grown in the last few years, where a number of years ago you didn’t even hear that term. And now you hear it everywhere. And I think it’s a really amazing thing for business in general.  Abhijeet: I love the fact that you’ve been an operator yourself. You’ve sold, you’ve been into the weeds. So you understand it quite well compared to a lot of folks who are not into sales. You have that unique experience and you can appreciate what the user goes through, and you can actually bring that into practice. Eddie: I was just going to say, I think that is a big piece of maybe not what’s missing, but challenges that folks have. And I have no issue with somebody entering RevOps that comes from a technical background, an admin background, a finance background or just starts in operations.  But one challenge is that those folks really need to sit down with the sales people, sit down with the marketers, sit down with people in customer success and understand what they do every day, what motivates them and the challenges they face.  If you’re working in a silo and you’re just looking at data and tools, you’re going to miss a lot of the nuance of what makes jobs like sales so challenging, and you’re not going to understand why. You get resistance to trying new tools. Why do you get resistance to adoption? Why are things like data entry difficult? You have to be in their shoes, or atleast sit down with them to try to understand the challenges in their job. Eddie Reynolds The Link Between RevOps & Quota Attainment  Abhijeet: Definitely. The next thing I want to know more from you is as a rep, the most important thing is quota, right? I think more than half or at least half of the salary is linked to variables or commissions that are all quota.  You’ve been an AE yourself, you understand how quota is important for salespeople. And RevOps plays a very important role here. They can really create the right process, systems, tools, as well as enablement in some cases to make salespeople become more successful. Now that you’ve been an AE, and you’re also into RevOps consulting through your company, what’s your take on improving sales quota attainment? There are reports out there which talk about the quota attainment dropping year after year. Whereas the proliferation of tools, if you look at it, they’ve grown like 7X from the number of tools that existed in anybody’s tech stack just a few years ago. These two don’t seem to correlate, right? There are so many tools out there to help the sales people, but at the same time, quotas are abysmally low. So I’d love to hear your perspective on what’s going wrong.  Eddie: Well, in regards to the tools, they’re only as good as the team using them. You can give me Tiger Woods’s set of golf clubs and since I don’t play golf, I’m not going to perform very well.  And he could go buy a set of golf clubs at a garage sale and wipe the floor with me. It’s the same thing with any tools that you’re using, whether it’s revenue tools or any tools in life in general. They’re not going to fix broken processes and broken strategies. Or poor assumptions on things like quotas.  One of the biggest problems that we see with quotas is that oftentimes they’re based on hopes and dreams and not real data.  Eddie Reynolds The cliche is that the revenue leader says, “Well, we

RevOps Starter Guide – Building a Successful RevOps Roadmap Consider a soccer game. We know the key parts of a team are the players and the coach. If we’re to draw a comparison, “sales” is the striker, while “RevOps” is the coach that analyzes, strategizes, and develops the game plan to win more games.  In the real world, RevOps helps your organization run an interconnected business. It streamlines the end-to-end revenue process and GTM functions. It, consequently, breaks down operational silos and improves efficiency and predictability.  Businesses today are better understanding what RevOps is. And companies that have a RevOps function report 69% higher revenue growth and 59% improved win rates. It’s unsurprising, then, that 75% of the highest growth companies in the world plan to deploy a RevOps model by 2025. With data’s growing significance and an increasingly complex tech stack, organizations are relying on RevOps to maximize revenue generation by strategically removing sales roadblocks. And align the entire organization towards a single goal – revenue generation. That’s where a RevOps roadmap comes in.  Source If you don’t know how a RevOps roadmap helps, let the expert rein you in. We spoke to Briana Yarborough on The Revenue Lounge podcast to find out what is a RevOps framework and how businesses can create one. Briana is a seasoned RevOps leader and co-founder of a RevOps solution in development. She serves as an advisor and executive leader for several high-growth startups. She’s also an active thought leader of RevOps in multiple communities and was most recently recognized as one of the Top 25 trailblazers in the space. Look at the full discussion below and keep reading to know more about building a revenue operations roadmap. What is a RevOps Roadmap? A RevOps roadmap, in its simplest form, is a strategic visualization of your team’s upcoming projects. For leaders, it’s a goal-oriented tool communicating the clear scope of activities and outlining how these activities tie back to revenue. It enables managers to align the team and focus on activities that maximize the value of converting prospects to buyers.  For reps, it is a source of truth to highlight “what” work is being done and “why.” A RevOps roadmap can be followed seamlessly when everyone on the team understands it. Therefore, it’s important to get these 5 attributes right when creating an effective roadmap: Strategic: Focus areas and strategies Simple: Short, crisp, and visual Goal-oriented: Key deliverables and activities Easy to communicate: No jargon, straightforward Collaborative: Cross-functional cooperation  5 Attributes of an Effective RevOps Roadmap A RevOps Roadmap Clears The Path To Revenue Success Adding a strategic layer of RevOps to your Go-to-market functions connects all activities which otherwise exist separately in a vacuum. Here are some key reasons why you need a RevOps framework: 1. Prioritization One of the primary benefits of having a RevOps roadmap is giving teams the necessary visibility. They can prioritize high-impact projects and focus on those that positively affect revenue. Teams can avoid off-plan requests that distract them from hitting predictable targets. Additionally, it doesn’t let your weekly meetings run in divergent directions based on unhinged queries from Sales or Marketing teams. 2. Alignment  A GTM alignment is possible when teams improve buying experience by breaking down cross-functional silos. Through sales and marketing alignment, the RevOps roadmap serves as a single source of truth to unify people, processes, and platforms. This alignment drives full-funnel accountability and helps you grasp inconsistencies and develop a baseline for improvement. 3. Understanding A roadmap helps you dive deeply into the “why” behind revenue generation activities, including business goals and supporting resources. It provides clear definitions for and sets up the priority of each project, timeline, and initiative to measure progress effectively. Simultaneously, a RevOps roadmap restricts confusion among different departments. Also, a roadmap empowers leaders to develop a vision for the business and ensure a solid system is in place to make this reality. Now that you know what a RevOps roadmap is, are you inspired to build one for your business yet? Let us help. Creating a Successful RevOps Roadmap You can strategically and tactically achieve the roadmap to a successful RevOps plan with several key steps and considerations in place. For beginners, it’s best to start with the 4 primary phases. But remember – a RevOps roadmap will differ for each organization based on its maturity stage and resources. For this blog, we’ll dive into a summarized version of a beginner’s RevOps framework. You can check out the ultimate in-depth guide here. Phase 1: Discover Research is pivotal in understanding the problems in relevant operational areas before solving them. The initial analysis, aka discovery, seeks to lay down the “state of play” before designing the roadmap. Discovery presents a comprehensive awareness of stakeholder expectations and gaps in the customer journey, starting with a thorough audit.  Use these questions to set the direction of your roadmap for stakeholders: Does each team clearly understand what they’re working on? How does the team determine the next best steps? Can each operational initiative be mapped back to a gap felt by customers? Is there a shared understanding of the company’s goals/values? It not only helps identify the problem but also the reasons for the problem and the missing link. Discovery gives you insights to narrate the stories behind the roadmap more effectively. You can also incorporate this information into ongoing and forthcoming projects. Interview relevant stakeholders such as the VP, managers, and executives in sales, marketing, and frontline operations. For this task, you can use surveys, one-on-one interactions, and team feedback. Here are some key questions for individual stakeholders: These questions will help you find the blind spots and leverage proven methods like Rumsfeldian Knowledge Matrix or 3VC. The Rumsfeldian Knowledge Matrix places gaps in four categories and maps what you know and don’t know. Rumsfeldian Knowledge Matrix Moving on to the 3VC analysis (Volume, Velocity, and Value), you can analyze the sales pipeline and identify the gaps adversely affecting revenue. Next, you can list down the existing processes across the organization. A process audit includes looking at your teams’ approach to,

Signifyd’s Journey of Moving from a Siloed GTM Structure to a RevOps Model Most fast-growing B2B companies come across silos as they scale. A RevOps model helps break this silos and align GTM teams towards common goals. But it’s easier said than done. Moving from a siloed GTM structure to a RevOps model requires great planning, focus and execution. In this article, we explore how a company successfully made this transition and how it has been worth it. Here’s a detailed breakdown of our conversation with Dan Jiao, Senior Director of RevOps at Signifyd.  Dan’s path to Signifyd has not been linear. Coming from a chemical engineering background, he worked his way through sales and sales ops in different organizations, gradually advocating for RevOps. His insights into breaking down silos put him at the forefront of change at Signifyd (an eCommerce fraud protection platform).  We discussed a live RevOps model Dan is responsible for implementing within the company. You can listen to the entire conversation here: Understanding GTM Operations Before we approach the deeper end of revenue operations, let’s get the basics right.  Since we’re focussing on GTM heavily, here’s how Gartner defines GTM: A plan to show how an organization can engage with customers to convince them to buy their product or service and gain a competitive edge. Gartner GTM involves streamlining multiple functions, including pricing, sales, communication channels, buying journey, new launches, updates, and product rebranding or introducing a new market.  As a strategy, it needs all hands on deck, i.e., all revenue-generating functions must work together using complex workflows to sync multiple ops.  Siloed GTM Ops Create Revenue Bottlenecks When teams need to be tight-knit, silos can create significant revenue bottlenecks. Here’s an example of what silos can do in a fast-scaling B2B company. Your organization is growing, and so is the team. The total number of people in GTM ops just touched 25. Simultaneously, customers love your product’s use cases.  If this winning streak continues, you may double your team size in the next year. Instead, as your teams grow, problems start cropping up.  It may begin with the MoM quota attainment taking a sharp nosedive. Alongside, sales and marketing clash over poor quality SQLs entering the pipeline. Customer churn rate increases as teams and new hires fail to keep up with the customer journey, creating friction in handoffs. Subsequently, rep productivity decreases, and attrition rates increase.  Breaking down silos isn’t simply a hypothetical situation. It’s a real problem that several growing organizations face as they shift focus to scaling.  It was also a problem that Signifyd wanted to solve at their company.  How Silos Manifest in GTM Ops Silos can manifest in any of the 4 GTM areas – tools, systems, processes and data.  1. Tools and Systems But as Dan points out, Today, every organization (big and small) has a relatively sizable tech stack to make GTM workflows actually work. This tech stack also supports growing teams.  Each tool in the stack has specific use cases like conversational intelligence, forecasting, analytics, or something else. But with a disintegrated tech stack, you could just be piling on tools with similar or the same functions for different teams.  That’s what Signifyd noticed in 2021 before Dan arrived at the company. They invested in several tools, coming off the back of a funding round. And while Signifyd still uses several of those tools to maintain a good tech stack, some tools have overlapping functions.  2. Data Data plays a significant role in building or breaking down silos. It’s at the very center of the GTM tech stack, keeping all teams in the loop about leads, customers, and revenue performance.  Data helps you dig into insights and make critical decisions.  But as businesses grow, so does the volume of data. Plus, as technology progresses, the amount of data generated keeps increasing.  That’s where silos in data can hamper even near-perfect GTM operations.  For 90% of organizations, data silos are a major challenge to growth.  Siloed data is stored in isolated tech stacks, wherein each team uses its own tools. Data is controlled by the team that owns it but is inaccessible to others. Siloed data takes away from what GTM is meant to be—a unification of efforts between revenue-generating functions.  Data silos are not good for business. They create confusion, misaligned goals, internal competition, isolated thinking, and stunted growth.  Make the Move to RevOps for Breaking Down Silos Dan pointed out the biggest pain point cropping up, courtesy of silos. Here are 5 more reasons why you should turn to RevOps for breaking down silos.  1. To Provide a Connected Customer Experience Over 54% of organizations still find it difficult to provide a connected customer experience across multiple channels. A streamlined experience increases customer engagement and pipeline visibility for you. 2. To Improve Cross-Functional Collaboration RevOps facilitates shared goals, processes, and a common language between all customer-facing teams. It helps in breaking down silos so each team understands the other’s goals, objectives, and responsibilities. This clarifies each team’s role and overall contribution to GTM. 3. To Stay On Top of Business Opportunities Using reliable data, RevOps creates clarity on pipeline visibility, upsells, and cross-sells. And with visibility comes deeper insights into business opportunities. Organizations that believe in clean data are 23 times more likely to acquire new customers, 6 times more likely to retain them, and 19 times more likely to be profitable. 4. To Make More Effective Forecasts Less than 25% of sales organizations have a sales forecasting accuracy of 75% or higher. RevOps can improve your forecasting effectiveness with shared information presenting a more complete picture. 5. To Simplify Work for Everyone Involved RevOps makes work easier for all teams and leaders involved in GTM by breaking down silos. It improves productivity and enables more streamlined workflows. Instead of spending time searching for information and going back and forth with each other, teams focus on aligning their individual goals with the business. Breaking Down Silos at Signifyd With RevOps Signifyd formally introduced its RevOps process in November 2022. However, a soft initiation was already underway since mid-2022. Before

Using Data Analytics to Improve Customer Experience: A RevOps Guide Customer experience holds a significant place at the center of the RevOps universe. Companies that excel at customer experience have been seen to achieve more than 2x of revenue growth. And for businesses, improving the customer experience has increased: Sales revenues by 2 to 7%  Profitability by 1 to 2% Shareholder return by 7 to 10% There’s no avoiding it. A laser-like focus on customer experience is critical for sustainable and long-term growth. It can give you the impetus to outperform competitors and craft a compelling growth story for employees and investors.  But inconsistent and unreliable data can clog the revenue wheel, stopping revenue-generating teams from responding effectively to customer needs.  So how can you use data analytics to improve customer experience? Our conversation with Mollie Bodensteiner, Global RevOps leader at Deel, throws some light on the topic.  Tune in to the full podcast episode here.  Link Between Data Analytics and Customer Experience RevOps can help spot and solve the data problem using data analytics to improve customer experience.  Mainly, it smooths out context, so you can: 1. Determine the right strategies to drive ROI Successful experience-led growth strategies increase customer satisfaction by at least 20% and offer significant financial benefits for businesses. In particular, they improve: Cross-sell rates by 15 to 25% Companies’ share of wallet by 5 to 10%  Improve customer satisfaction and engagement by 20 to 30 dollars With data analytics, you can action your data to refine the buying journey, determine how to generate revenue and delight customers simultaneously.  You can better understand your customers’ emotive elements through tangible information and build marketing and sales strategies to solve the pain points.  Plus, you can use data analytics to improve customer experience by mining dark data. On average, 52% of a company’s data could be dark. Dark data is captured in your systems but not leveraged for insights. It could contain hidden customer profiles, behavior patterns, past buyer champions, and lost customer relationships.  To sum it up, strategic alignment supports data analytics to improve customer experience.  2. Do more with less The slowdown in growth has pushed companies to chase value. And in doing so, companies are still figuring out how to “do more with less.”  How do you define what is “less” and determine the business trade-off?  RevOps uses data analytics to improve customer experience by gathering insights into processes for reps and stakeholders. It tries to understand: How to make these revenue-generating workflows more effective, and How to help marketing, sales, and customer success be more productive than before Data analytics gives RevOps the much-needed information to identify shortcomings, prioritize improvement of limited resources and generate more revenue.  3. Use the right message at the right time Data analytics gives you the information to dig into the customer’s journey and deliver the right message to the right customers at the right time.  It enables you to live up to (and even surpass) customer expectations by giving them what they want without the customer asking for it.  You also get to put yourself in the buyer’s shoes and manage both good and bad interactions to produce the next best action.  And while the next best action may not always generate revenue, it must meet the customer’s needs and keep them happy. How Revops Facilitates Data Analytics to Improve Customer Experience  RevOps primarily aims to connect teams to drive predictable revenue and boost growth.  When it comes to data analytics, RevOps leverages it in three ways to align teams: Customer data (demographic and account data) Functional data (operational data and metrics) Financial data (link back to value) Here are 6 ways RevOps facilitates data analytics to improve customer experience throughout their journey, not just at the point of sale. 1. Get complete pipeline visibility Revenue leaders are focusing on driving value, efficiency, and compelling growth in the current business environment (which is undergoing a slowdown).  Reaching this goal requires undisputed access to clean, accurate, and reliable customer data. This data, particularly first-party data that’s reliable, provides powerful insights.  In reality, however, companies are drawing insights from stale, incorrect, or incomplete data. The result—missing out on critical revenue opportunities to create exceptional customer experience.  That’s where RevOps plays a crucial role in identifying gaps and building systems to capture customer data in a bulletproof way. It provides a 360-degree view of customer engagement that lets you better define and execute customer experience priorities.  Another benefit is you can identify the champions so you can engage with them to see the deal through. Also, you can prioritize accounts that aren’t adequately multithreaded.  RevOps uses data analytics to improve customer experience by maintaining a healthy pipeline and eliminating bottlenecks.  You can ensure data is well managed with a unified view across the business as RevOps connects your tech stacks and aligns your systems. 2. Personalize the customer journey RevOps uses data analytics to identify patterns and trends in customer behavior to foster a customer-centric approach.  Teams leverage analytics to personalize the customer experience by periodically modifying the ICP to achieve the right audience. By constantly evaluating the ICP, you segment your audience, understand each segment’s pain points and improve personalization.  Data analytics also provide revenue operations teams with a better understanding of the following: Who do you sell to How do you sell to them How does the buyer make a decision And, how does your solution fit their needs Not only that, but teams can also determine the role of each stakeholder in the buying committee and share personalized content (that’s relevant and valuable). You can isolate specific pain points for each stakeholder and solve them.  For example, if you’ve missed adding stakeholder contact data as they get added to the process during the deal, you may be engaging with the wrong champion entirely.  With data analytics, RevOps optimizes the sales playbook by blending relationship intelligence with buyer engagement.  It looks for patterns in buyer-seller interactions across segments, territories, and verticals so you can personalize the journey for them.  Simultaneously, you can build use