Enabling revenue operations with InsightSquared
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The document discusses how InsightSquared can enable revenue operations teams with insights. It highlights how InsightSquared uses data, processes, metrics, and artificial intelligence to provide predictive forecasting, pipeline management, rep coaching, planning and analysis to teams including sales, marketing, and customer success. It concludes by noting InsightSquared aims to capture all relevant data, apply best practices, insights and AI to provide a better experience.
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This document discusses marketing operations and ROI. It begins with an introduction to the author, Gary Katz, who has over 20 years of experience in marketing operations. It then discusses why measuring marketing ROI is difficult, noting there are too many metrics to track. It outlines various types of metrics used to measure different parts of marketing like advertising, sales force, customer management, and organizational metrics. The document argues that achieving meaningful ROI requires marketing operations maturity across areas like metrics, processes, guidance, infrastructure, management, technology and alignment. It positions marketing operations as key to demonstrating marketing accountability and ROI.
Sales Strategy & Operations Presentation
Sales Strategy & Operations assists companies to increase sales effectiveness, productivity and revenue growth through deployable strategies, processes, training, communication and technology. It aims to enable and support the sales team by acting as an advisor to commercial leadership. Key roles include managing the sales pipeline and forecasts, customer success, sales enablement through training and coaching, and ensuring consistent control, reporting and alignment through sales methodology, process engineering and performance management. The purpose is to establish a structured and scalable sales organization that delivers predictable revenue growth and creates loyal customers through continuous improvement.
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Vedicsoft is a business intelligence solutions provider that helps fortune 1000 and mid-market companies make informed decisions. It provides end-to-end data warehousing, business intelligence, and analytics solutions, cleaning and transforming heterogeneous business data. Vedicsoft helps customers improve ROI through business processes, tools, and key performance indicators on dashboards and scorecards.
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Sage is a leading supplier of business management software and services with over 6.2 million customers worldwide. It offers accounting, ERP, CRM and other solutions to help businesses manage processes more easily. Sage has a global presence with over 13,000 employees and focuses on local support and customization while also sharing innovations across regions. Sage ACT! is one of its customer relationship management solutions designed specifically for small businesses and sales teams to organize contacts and automate tasks.
Purpose-built Analytics for the Business User
This document discusses purpose-built analytics provided by AFS G2. It notes that AFS G2 has over 280 customers with 10,000+ users. It highlights challenges with standard business intelligence tools, such as lack of industry context. AFS G2 aims to provide packaged, integrated analytics tailored to specific industries and business processes with predefined models, measures, KPIs and exceptions to empower business users. Examples of AFS G2 analytics for transportation, warehouse management, trade promotion management and retail execution are provided. The document concludes with a demonstration of the TPM-RE-G2 and WMS analytics capabilities.
B2B marketing - Make ABM Actually Work: A Blueprint Forward
While the power of account-based marketing (ABM) isn’t a secret, successful campaign execution still remains a mystery to most. According to Constellation Research, only 19% of B2B marketers are confident in their ability to implement ABM.
Join RollWorks manager of demand gen, Jessica Cross, for her behind the scenes look at first-hand lessons learned, actionable tips, and a blueprint for ABM success. Whether you’re a seasoned ABM specialist or just starting out, there will be something for you in this comprehensive presentation.
At the end of this session you will be able to:
Understand why ABM is a sales + marketing lifestyle change
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Measure success and build your metrics framework
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A opening remarks - Operations Pantaloons- InsightSquared
The document discusses the seven stages of operations maturity based on Shakespeare's seven ages of man. It then discusses the concept of revenue operations, which aims to align sales, marketing, and other functions through shared operating principles and data to maximize revenue. Current approaches to revenue operations range from virtually aligned teams to centralized functions reporting to a senior leader like CRO.
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The document discusses the partnership between sales operations and sales executives. It covers:
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2. Best practices for an effective sales management system including metrics, dashboards, cadence of meetings and activities.
3. The role of sales operations in running the sales management system, measuring and reporting key metrics, developing strategies to improve processes, and being the "eyes and ears" of the sales function.
4. Common mistakes sales operations can make and tips for being effective in the role.
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The document discusses how to better measure the true impact of marketing on sales by going beyond traditional last-touch attribution models. It recommends a three-step approach: 1) Create a strategy to capture touchpoints throughout the buyer's journey; 2) Prioritize which stages of the funnel to focus on based on goals; 3) Create a "lookback" story to understand marketing impact at each stage from first touch to close won. This will provide visibility into what programs and channels are successful at different stages to optimize spending and align sales and marketing teams.
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Deal reviews done right- InsightSquared
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Creating high velocity organizations- InsightSquared
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This document presents a reference model for sales operations. It discusses the growing interest in sales operations and challenges the field faces around clarity of purpose, priorities, talent deficits, and communications. It then provides context around how executives define sales operations and different firm sizes. The reference model outlines six core areas of sales operations: sales planning and analysis, sales people office, sales services, sales technologies, sales excellence, and sales enablement. It gives a brief description of each area and closes by thanking the audience and providing contact information for further discussion.
How Does LinkedIn Do Sales Ops Differently? - InsightSquared
The summary is:
1) LinkedIn Sales Ops has three key priorities - People, Process, and Technology.
2) Some of the processes discussed include leveraging pilots, networks, and insights to acquire customers and increase win rates and deal sizes.
3) The technologies discussed include various homegrown tools to target customers, understand accounts, engage prospects, and help sales reps work as a team.
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Enabling revenue operations with InsightSquared
- 1. ENABLING REVENUE OPERATIONS WITH INSIGHTSQUARED Matisha Ladiwala • GM and VP of Product at InsightSquared
- 2. Content Slide SALES OPS MARKETING OPS BUSINESS INTELLIGENCE
- 4. OPERATIONS Data Process Metrics Customer Customer Customer AI Marketing Sales Customer Success
- 19. PREDICTABLE FORECASTING PIPELINE MANAGEMENT REP COACHING PLANNING & ANALYSIS
- 27. The SiriusDecisions Demand Unit Waterfall The SiriusDecisions Demand Unit Waterfall© SiriusDecisions Inc. All rights reserved
- 30. OPERATIONS Data Process Metrics AI Marketing Sales Customer Success
- 35. OPERATIONS Data Process Metrics Customer Customer Customer AI Marketing Sales Customer Success
- 39. WHAT’S NEXT?
- 40. Capture All Relevant Data Best Practices, Insights, and AI Better Experience
- 42. THANK YOU