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Sales team hub with Salesforce
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Sales team hub with Salesforce
Sales team hub with Salesforce
Sales team hub
Our team
Team roster
Team calendar
Expectations
Weekly team meeting
Enablement content
New hire onboarding
Account Planning
Accounts & next steps
AE performance
Forecasts
Updating Salesforce
Our team
Expectations
What we (sales leaders) expect out of the sales team.
Make your rituals and expectations clear to the team.
Clear sample data
Team expectations
Team expectations
Daily
Weekly
Ongoing
Daily
Weekly
Ongoing
Life Cycle Events
Action
Mark leads as qualified / unqualified
Opportunity Management
Action
Manage forecast
Add next steps
Pipeline Generation
Action
Identify new areas of expansion within accounts
Mutual Action Plans
Action
Always have them for every deal
Account Plans
Action
Make sure they’re up to date
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