RevOps & CRM

Sales Operations

Also: SalesOps

The function that supports the sales team's systems and processes, the CRM, pipeline reporting, territory and quota setup, and forecasting, so reps can focus on selling.

Why it matters

Sales operations removes the administrative and systems drag on reps and gives leadership a reliable view of pipeline and forecast, which is essential as the team grows.

What good looks like

Effective sales operations keeps the CRM clean and usable, produces trustworthy pipeline and forecast reporting, and streamlines the process so reps spend time selling, not wrestling tools.

Related terms

Revenue Operations (RevOps)CRMPipeline ReviewSales and Marketing SLA
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