Opportunities are a simple way to forecast what the sales team will be closing in the future.
Said no-one ever. 😏
There are as many variations for the opportunity object as there are SaaS products in the market. Some of this is understandable, but a lot of it is not.
In this blog post, we explore best practices of the opportunity object when it comes to B2B SaaS, and cover everything from record types vs. page layouts, validation rules, opportunity contact roles, tracking MRR, TCV and LTV, and so much more.
Curious how your opportunity object setup compares to best practices?
The RevOps Co-op welcomes Salesloft as a community partner to help our members with all of their Sales Engagement questions!
Salesloft is the one place sales teams can go to execute all their digital selling tasks, communicate with buyers, understand what to do next, forecast with accuracy, and get the coaching and insights they need to win more deals.
There’s Salesloft use cases for every role in the revenue organization, including:
For sellers doing prospecting, Salesloft is table stakes for building pipeline.
For account executives and full-cycle sellers, Salesloft is the place to manage deals. AEs can see a deal’s likelihood to close, identify deal risks, and get recommended next best actions to get deals across the finish line.
For sales managers, Salesloft lets managers see what’s going on with their sellers and pipeline. It gives them all the info they need – from emails to calls and meetings – in a single dashboard.
For sales leaders, Salesloft gives them the thing they need most: revenue predictability. It gets them out of spreadsheets and puts all the data they need in one place for an accurate forecast and an action plan to hit the number.
Salesloft was named a leader in The Forrester Wave™: Sales Engagement Platforms, Q3 2022. Learn more here.
🧑🏫 Q3 Courses w/ Jeff Ignacio Now Open 🧑🏫
Jeff Ignacio currently leads GTM Ops and Growth at Regrow and is a RevOps OG, arguably one of the brightest minds in the field.
And he's offering not one, not two, but THREE courses through ROC next quarter, one of which is brand spankin' new: the CXOps Masterclass!
Check 'em all out below.
CXOps Masterclass → 9 weeks long; will cover customer and account activation, product adoption, customer value, revenue retention, and process workflows and KPIs; ➡️ Learn More and Apply Here ⬅️
Unleashing ROI → 10 weeks long and our most popular course; covers everything from marketing to sales to CXOps and so much more; ➡️ Learn More and Apply Here ⬅️
SalesOps Masterclass → 10 weeks long; covers everything from territory management to constructing your CRM to quota and incentives, and so much more; ➡️ Learn More and Apply Here ⬅️
Team discounts are available on all courses - email Matt at matt@revopscoop.com to learn more.
Rise Members can use their $300 annual education credit towards these courses as well.
👏 47 New Members | 🎯 238 members posted or reacted to a message
The most active contributor was Pascale Recher, Customer Success Manager @ Colisweb 💫
🧵Top Slack Threads 🧵
From #04_RevOps-questions: surfacing commercial intent
I’m looking for a tool that is amazing at surfacing commercial intent. I know 6sense and Demandbase but is there anything else out there that is better. I’m really looking to connect it to my marketing/advertising/PLG efforts as well. And if any of you would be open to talking about it even better! Read all 13 replies here.
From #04_RevOps-questions: separating upsell revenue for CPaaS
I come here with a tricky question, currently I am trying to separate upsell revenue on CPaaS revenue (transactional) in SF not sure if any of you have a way to do it. Read all 12 replies here.
From #08_tools-and-software: Asana + SFDC Service Cloud
Asana and Salesforce Service Cloud - did anyone work on an integration between those two? Use case: When case escalated then create task in Asana for Dev team. Progress/resolution should be reported back to salesforce.It seems there is an native integration from Asana but with horrible reviews in the app market and else I see zapier as an option but not sure if it will work. Read all 11 replies here.
Imagine you have a leak but don’t know how big it is or where it’s coming from.
Hard to fix and frustrating. It seeps into other parts of your house, damaging everything it touches. So you open up the walls and uncover a mess. You were not ready, nor prepared. Revenue leak is similar. But instead of water, it’s money. Instead of walls, it’s your revenue team.
As businesses grow and scale, the need for comprehensive reporting capabilities becomes increasingly important. Like many other businesses, SaaS companies require accurate, timely, and relevant reporting capabilities to make informed decisions and optimize their operations. Despite the plethora of advanced technology and tools available, enterprises often face difficulties in attaining the critical reporting capabilities they need to succeed.
Here are the top four reporting capabilities that enterprises commonly struggle to achieve, and the solutions for overcoming these challenges.
If you’ve ever had to design and enforce a clawback provision, you know that it’s a delicate and complicated process. The complexity of modern sales compensation plans can often muddy the waters when it comes to what does and does not fall within the scope of a clawback – and there’s a fine line between a clause that protects your business and one that sows discontent across your sales organization.
This post will walk you through the ins and outs of clawbacks.
Don't forget to check out the #jobs channel in Slack for more opportunities, and our Talent Marketplace where you can get matched with an opportunity that makes your heart skip a beat.
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