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Strategizing Sales and Managing Sales Operations
Sales operations, managers, and leaders work to set sales goals, analyze open pipeline, forecast potential sales, review performance indicators, and identify areas for improvement in their company’s sales cycle. With a strong foundation and planned process, your sales organization operates efficiently and effectively to achieve your company’s sales targets.
Forecast Sales with Confidence
An accurate forecast is the view into your company’s overall sales health. Knowing what lies ahead is crucial to making business decisions and planning for the future. Using Salesforce to create and monitor pipeline and forecasts gives sales managers the tools they need to feel confident that your forecast is accurate.
| Key things to do | Areas to Explore |
|---|---|
| Create, review, and adjust forecasts from pipeline sales and consumption-based revenue | Sales Forecasting |
| Find trends in pipeline forecasts across forecast periods | |
| Use AI to guide your forecast |
Define Your Sales Strategy
Provide a clear roadmap for your sales team that aligns their efforts with company sales goals. With the input from sales operations, managers, and reps, a strong sales strategy helps sales leaders set a vision for their teams that accounts for segmentation, territories, and quota targets.
| Key things to do | Areas to Explore |
|---|---|
| Develop strategies that reach sales goals | Sales Planning |
| Structure sales territories for the best sales coverage | Sales Territories |
| Design sales compensation plans | Incentive Compensation Management (Salesforce Spiff) |
Scale with Partners
Accelerate your sales growth and your reach into the market with partner channels.
| Key things to do | Areas to Explore |
|---|---|
| Boost partner productivity | Partner Relationship Management |
| Stay on top of partner channels |
