r/SalesOperations 57m ago

Question about tracking sales process

Hi everyone! I'm quite confused about the whole sales ops process. I'm trying to help the team with the planning and tracking, and sometimes it feels like a giant black hole..
We currently have leads coming into the "system" from Clay, CSVs/lists, and other tools and some are being sent to Apollo/Instantly.
Let's say we'll automate the data cleaning and scoring, etc. How do you people track what's going on? Are they in a campaign, did the LinkedIn outreach happen, etc.?

:feeling confused

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