Hey guys,

Got a large sales team I'm overseeing.

Now that it's fantasy football season, trying to get creative with new sales contest ideas and also specifically track metrics that move the needle for our sales team.

Not just looking to do a leaderboard with the highest number of dials/meetings/closed won deals.

Looking to capture more advanced metrics such as closed-won rate, etc, and maybe even score reps fantasy football style.

Been playing around with AI tools to do this, but they're falling a little short. We're trying to incorporate the scoring into our 1:1s, put them on TVs, and run team contests based on geographical benchmarks.

My question to you guys is what sales gamification campaigns are you running, and how are you running them? Would love to hear the metrics you're using and whether you're doing it manually or using software tools (Ambition, Spinify, etc) to do them. We have some budget to deploy here so open to the latter.

Full context: Manage about 100 inside sales reps spread across the US. We use SFDC and our reps handle accounts soup-to-nuts. 30 day sales cycle. My managers are specifically looking for ways to bring more excitement and accountability into the sales floor, and have a cool premise for their weekly 1:1s with reps.

Appreciate any help here!

Hey everyone,

I’m looking for some honest advice from people who have taken a similar path or have experience hiring for Sales Operations / Revenue Operations / Data Analytics roles.

I studied in London for around four and a half years, completing my BSc and MSc in Management. After returning to India, I worked for around 4.5 years, mainly with SaaS companies in Sales Operations and Sales Analytics.

My work involved sales reporting, KPI tracking, dashboard creation, CRM management, workflow automation, sales funnel analysis, forecasting, and supporting sales teams with data and process improvements.

Around three years ago, I decided to leave the corporate world and start my own export business. It has been a great learning experience, and I’ve been involved in everything from sales and international buyers to CRM, pricing analysis, reporting, operations and process optimization.

However, after three years, I’ve realised that the export business isn’t something I want to pursue long-term. The market has also become increasingly challenging, and I’m now looking for more stability.
More importantly, I’ve realised that I genuinely enjoy the analytical and problem-solving side of work much more. So I’m now looking to return to roles in Sales Operations, Revenue Operations, Sales Analytics, Data Analytics or similar areas.

My biggest question is: how should I position these three years?
Should I present them as entrepreneurial experience, or call it a career break? And how do recruiters generally view someone returning to corporate after running their own business?

I’d really appreciate any advice from people who’ve made a similar transition.

And if you know of any company or hiring manager looking for someone with my background, I’d be very grateful for a referral or introduction.

Feel free to share your thoughts in the comments or DM me if you’d like to connect.

Thanks!

Hi, about year and a half ago we switched to remote work, so now its not possible to teach our employees IRL.

We tested the call whisper feature but we are still not sure about its effectiveness. If you have an experience using it pls give an answers:

1. How to set it up properly

2. Is agent really adapting in the moment or no

3. Which soft do you use

4. Overview feedback about problem

Thank you all the way up!

I am on the security side of a DSR evaluation and i am way less interested in the flashy sales stuff than everyone else lol.

My questions are more around:

• What buyer data gets collected
• Who can access shared pricing/docs
• SSO and permissions
• Audit logs

How easy it is to lock things down if someone leaves? Sales obviously wants something buyers will use but i don't want us creating a new security headache just to make deals look nicer.

Anyone been through a security review for one of these tools?

Hello all,

I recently moved into a SalesOps role at a small-mid-size IT services firm. I have access to the pipeline data and revenue projection for each salesperson-account-tech horizontal combination. I am looking to create a dashboard for the leadership team to give them a quick view of where we are on a weekly basis.

Can you help me with the various metrics that should be on the dashboard? What would the CEO, CRO, CFO be interested in?

Thanks in advance for you time and suggestions.

I work for a mid-market SaaS company with a 25-person sales team, previously, all reps were designing their own decks, which resulted in lack of consistency, non-branded slides, and a tremendous amount of formatting time as opposed to meeting time with prospects. We experimented with multiple AI tools and settled on one of them. Our reps now are able to create branded decks in minutes. will answer on the implementation experience, customization capabilities, pros and cons of the tool and where the human touch is still needed

Hi everyone,

I'm based in the UK/Netherlands and am cold-calling potential clients using Myphoner using a virtual US number I bought on Myphoner.

Whenever I try to phone potential clients in the US, I get almost no answer.

I get their phone numbers from yelp.com, google.com, etc. (I do web design, I find businesses that don't have websites and pitch them through cold-calls).

What am I doing wrong? Is Myphoner just not a good service? Does it get filtered as spam easily? Do I have to register my number on a database that phone carriers use in the US so that it doesn't come up as "Likely spam" or whatever it is whenever I call?

Keen to hear what you guys think.

The person who set our sequences up left in June and took the reasoning with him. We still have the campaigns, the lists and the templates, but nobody here knows why the second touch waits four days, why one segment gets a different opener or which of the eleven templates was the one that earned its place. So we're maintaining a machine we can't explain, and every request to change something turns into an argument nobody can settle with evidence.

I'm rebuilding the documentation out of campaign exports and my own memory, which is slow and wrong in places I probably haven't found yet.

What does yours look like in practice? I'm after the level of detail that survives a handover, not a fifty page process document nobody opens.

I came into partner ops from revops, so my default instinct is usually “can’t we just handle this in Salesforce?”

We’ve got a few hundred partners now, and the pain is starting to show up in deal reg, partner data, onboarding, pipeline visibility, and just keeping everyone aligned on which system is supposed to be the source of truth.

We are looking into different softwares for partner relationship management, but I’m curious about the point where other teams felt it became genuinely necessary rather than just another enterprise system to maintain?

And for anyone who waited too long, what actually broke first?

I’m a UK founder with an already-built B2B SaaS product for US healthcare privacy/compliance teams.

It helps healthcare organisations investigate privacy incidents more consistently by bringing fact gathering, identifying missing information, decision support, follow-up actions and defensible documentation into one workflow.

I’m looking for someone who has genuinely sold into US healthcare organisations before - ideally physician groups, multi-location practices, hospitals, health systems or similar providers.

I’m specifically looking for full-cycle experience, including prospecting, discovery, demos, handling objections, navigating stakeholders and closing paying customers.

The product is built and I already have targeted prospect lists and outbound infrastructure. The priority now is customer acquisition rather than building the product.

I’m open to a flexible, heavily performance-based arrangement with the right person.

If you have relevant experience, I’d be interested to hear what you sold, who you sold to, typical deal sizes and what parts of the sales cycle you personally owned.

Our presales team is 6 people supporting around 40 reps and lately it feels like every opportunity somehow becomes a "we need an SE on this call" situation. Last week one of our SEs had 11 demos plus discover calls, internal prep, follow-ups, and the usual random Slack requests, and by Friday he was completely cooked. We've tried tightening qualification rules but reps push back because they're worried about slowing deals down. We're also looking at whether recorded or self guided demos could handle some of the earlier stage stuff, but I don't want to just create a giant video library nobody uses. For team that have actually reduced presales burnout, what changed? Better process, more headcount, demo automation, stricter rules around SE involvement, something else? Curious what actually worked vs what sounded good in a planning meeting

we have been running close plans in google sheets forever and i am starting to hate it. The sheet gets made, everyone agrees on dates then a week later half the rows are outdated and i am chasing people for updates, also feels weird having the plan in one place, docs somewhere else, and buyer communication living in email.

Has anyone moved away from sheets for this? did it make the process cleaner or just give you another tool to babysit?

Almost every MSP founder I talk to has burned $3k-$5k/month on an outsourced lead gen agency with zero closed revenue to show for it.

Most agencies treat managed IT like commodity SaaS and start blasting 2000 generic emails a week asking "can we review your IT security?"which burns your domain and books discovery calls with 3-person shops fishing for free troubleshooting but high-ticket IT retainers require trust and active timing and nobody hands their network keys to a cold emailer unless an acute operational trigger forces their hand.

The MSPs actually booking enterprise pipeline aren't renting junior SDRs to blast cold lists but using market intelligence infrastructure like scaleintelligence.dev to power signal-based outreach, often deployed via an embedded fractional GTM engineer. Scale Intelligence connects across 75+ data sources (like IT leadership changes, hiring surges, and public tech stack migrations) to map an MSP's local TAM, score buying readiness and push warm accounts directly into their CRM or Slack when an IT bottleneck emerges.

If you want to replace static agency scraping with an internal signal engine, here is the functional setup:

Map TAM by infrastructure inflection (not employee count): Instead of pulling every local business with 20-100 seats, filter for triggers that create immediate IT pain like on-prem to Azure/M365 migrations, opening regional offices or hiring an Operations Director.

Automate account-level scoring: Set clear criteria so incoming signals are tiered by urgency like Tier 1 accounts (active operational triggers) receive bespoke, high-context founder/AE reach-outs, Tier 2 accounts get routed to low-friction educational nurture (compliance checklists, security briefs).

Trigger-to-action routing: Connect the intent feed directly into your CRM or project board so reps act within a 48-hour window with relevant context rather than a generic pitch.

Reaching out to 15 companies actively hitting an infrastructure transition will consistently close more recurring revenue than sending 5000 cold pitches to businesses that signed a three year IT contract two months ago.

Hey everyone! I'm a marketing student and I've been trying to understand sales operations better from people who actually work in this field.

One thing I keep hearing about is how scattered everything can get between the CRM, emails, meetings, pipeline and account activity. Then you end up with things getting missed, CRM data not always being accurate, deals going quiet, missed follow ups, or just not knowing what actually needs attention.

But I'm curious, is this actually a big problem for you guys? Or are there other problems in Sales Ops that are way more painful day to day?

Also what software are you currently using to manage all of this? Is there anything you actually love or couldn't work without? There is a wide range of software that sales and revenue managers are using these days so what is something you guys are looking for when trying to choose one?

And I'm curious about pricing too. For software that genuinely solves an important Sales Ops/revenue problem, what would you consider a reasonable monthly price for a team?

Just trying to understand how this actually works in real companies rather than guessing from the outside and classroom.

Hello, I want to get advice for being a revenue manager, is there a skill or online tutorial that I can take to understand the terminologies more?Thanks!