In our latest post, you'll learn that the deal desk is a centralized point of contact to help optimize the contract process and manage sales volume, complexity, and administrative work. It is important to understand CFO preferences and to hire personnel with the right attitude and skillset to manage the deal desk effectively which adds value to the business (because we all need that in this market, am I right?!).
✨ Key Quote ✨
"CFOs should communicate how they think about profit margins, how that impacts what they will and will not discount, and what kind of issues they’ve seen in the past that they want to avoid."
Learn our 8 "Gotchas" to avoid when building your deal desk function 👇
The RevOps Co-op welcomes Cacheflow as a community partner to help our members with all of their SaaS Quote-to-Cash questions.
Cacheflow helps SaaS companies close more deals with less manual work.
From one link, your customers can review quotes, select payment options, sign, and expand or renew their subscriptions.
In the backend, Cacheflow manages quoting, e-sign, payments, usage-based billing, subscription management, and renewals from one platform (and integrates with your CRM and accounting system).
Save 100s of admin hours per year with our APIs and workflows, and win more deals by providing a better software buying experience to your prospects.
📊 Weekly Slack Stats (July 24 - July 30) 📊
🧵160 Messages Posted | 💬 387 Replies | 👏 59 New Members
Most active member: Nicholas Gollop, VP of RevOps @ CloudCall
🧵Top Slack Threads 🧵
From #04_RevOps-questions: Using HubSpot's Lead Status
We're implementing the lead status at our company but we are stuck on the following: how to ensure that a certain set of properties is filled in on the contact before opening a deal (lead status = sales qualified - open deal)? As the deal is created by a workflow, it can bypass the mandatory properties in the first deal stage. Read all 16 replies.
From #08_tools-and-software: Automating Data Updates 🤓
We use Google Sheets & Snowflake via Mode. Do you know of a quick & efficient/ideally no-cost way to link the two so we don’t have to refresh the data manually each time? Read all 15 replies.
From #04_RevOps-questions: Controllable KPIs for RevOps 🎯
Has anyone ventured into identifying KPIs specific to RevOps that are actually controllable by RevOps specifically? Read all 12 replies.
This report found that 95% of executives polled report their organization is currently using AI in sales in some capacity, and 84% say their company has used generative AI in sales in the past year. Furthermore, sales executives cite the ability to prioritize activities and increased efficiency and productivity for sales teams as the top two benefits of using AI in sales (the rise of AI in Sales has begun 🤖).
Jacinda Santora breaks down great contact us page examples from different industries, as well as shares best practices for creating an engaging and effective contact page for your website. It provides tips that are actionable for ensuring visitors can swiftly get in touch with your business.
Territory design is an essential and complex process for B2B sales organizations, requiring collaboration between multiple stakeholders and a careful balance between competing goals at times. RevOps plays an important role in the process, ensuring transparency and fairness while helping to strike a compromise that takes into account the needs of all to support the goals of the business.
Not a member? RevOps Co-op provides resources, content and community for those who ❤️ revenue operations. This weekly newsletter features curated content on a variety of RevOps topics. We also have a private Slack community with 9,000+ RevOps pro’s from companies like Slack, Lyft, Clari, Miro and more 👉🏻 click here to join.
Funl Technologies, Inc. dba Atomic, RevOps Co-op and Community Built, 720 Seneca Street, Suite 107 PMB 66, Seattle, WA 98101-3265, U.S.A.
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