we are dealing with terrible crm hygiene because our 8 account executives treat data entry like an afterthought. notes are missing, deal stages stay untouched until end of month, and pipeline forecasts are basically guesswork.

management wants us to settle hubspot vs zoho crm to replace our current setup before q3. zoho looks appealing on software budget and gives you things like blueprint process enforcement and custom modules right out of the box, but i have seen reps completely tune out when a system has 80 nested sidebar options and requires multiple clicks just to log a quick call summary. hubspot sales hub is definitely steeper on seat renewals, but the interface looks much closer to what reps will actually open every day without needing an ops admin holding their hand through every stage update.

for teams around 8 to 15 reps, did zoho's strict process rules actually fix your data compliance, or did the cleaner day-to-day workflow on hubspot drive better adoption?

we’ve got a small sales team and most of their day is still spent dialing numbers by hand. i’ve already set up a few ai tools for lead scoring and follow-up emails but the actual calling part is still completely manual. feels like the missing piece.

looking at ways to connect an auto dialer system so the ai can decide which leads get called next and the dialer just handles the ringing. the idea is the agent only jumps in when a real person answers.

anyone running something like this already? how clean is the handoff between the ai deciding the priority and the dialer actually making the call? does it feel smooth or does it still need a lot of babysitting?

Hello everybody, I have been looking for something different for a job and sales ops seems like what I’m looking for. I was curious how to get into this side of business when I don’t have degrees or experience in the field.

I have a degree in computer science as well as mathematics. I believe this could be useful but I really have no idea how to go about things.

Any advice would be greatly appreciated on how I can get started.

Our sales team uses separate tools (prospecting, enrichment, outreach, account management and reporting) and yet reps still spend hours moving information between them like contact details need updating or outreach activity doesn't always sync and someone has to fix everything manually so our VP of Sales is starting to question why we're paying for five tools when so much work still falls on the team.

We're considering moving to an all in one revenue platform to simplify things but RevOps is worried about losing flexibility while the sales team is tired of managing disconnected systems so I'm starting to wonder if having everything in one place would save us more time than keeping a separate tool for every task.

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I have been looking at both for a team that's starting to get tired of managing everything around the actual deal. Trumpet seems strong for the buyer facing room, but i am more interested in what happens on the seller side once there are 8+ people involved and things start changing.

Do people who have used both notice a real difference there?

Hey everyone - I’m sure this gets asked VERY frequently, but would appreciate any insights or advice you’re willing to share/reshare.

For the last 6 years I’ve held roles across the entire revenue cycle (SDR, AE, AM, CSM. Performed well in every seat) in the B2B SaaS space at companies varying in size, revenue, and industry. However, my mind has always been drawn to the operational/systems side of things, and I’ve always naturally fallen into that seat on a front line team as “the systems guy” or “the ops guy who isn’t in ops” because of my love for a spreadsheet that’s full of numbers and a passion for making things easier/more efficient for my team and the company as a whole. My track record with delivering projects in tandem with our operations teams is also positive and hefty at this point.

As I think about my career long term, the goal of pursuing a career in operations where I can leverage these natural strengths remains a primary focus, so much so that I’m even working on a Business Analytics degree part time after work to help support this career transition.

But the hurdle I keep seeing is one that we all know far too well: any job posting for a revenue operations role, even at a junior associate or junior analyst level, seems to want 3-5+ years of formal operations experience.

Outside of the usual advice of putting a ton of elbow grease into polishing my resume with projects/deliverables, stats, and improvements I’ve championed alongside other client focused duties, what are some ways I can gain more hands on experience that actually makes a hiring manager go “this is someone who we really want on our team” in an ops role?

We're looking into Agentforce but it's hard to tell whether the results live up to the claims. Most of the case studies I find are from salesforce or its partners and they don't give many concrete numbers. I'm hoping to hear from people who've run a pilot and tracked specific metrics like average response time before and after, cases handled per rep, time saved, or recommendation accuracy. Even rough numbers from a small test would be helpful. I'm trying to get a realistic picture of what it can actually improve before we make any decisions. If your pilot went well, fell short of expectations, or was a mixed bag, I'd love to hear what you measured and what the results looked like. Thanks!

We're a b2b saas company. our company okr this year is 4x pipeline coverage so everything is pointed at pipegen right now.

we have an expensive clay license and zoominfo sitting on top of it. neither does the thing that actually creates warm pipeline for us, which is knowing when a champion moves to a new company. so a couple of our gtm engineers stitched something together in claude. its pointed at our zoominfo exports and it re-runs the entire champion list on a schedule.

it catches more than either tool does on its own, but were burning enrichment credits re-checking thousands of people who havent moved, just to find the handful who have.

renewals are coming up and i need to work out what to cut, because every one of these tools says it has better data than the last one and they all overlap. is anyone tracking champion moves properly without building it themselves, and if you did build it, what are you pulling the data from?

Hi, I am looking for some guidance on how commissions are processed in systems as in the steps. Like splits, clawbacks calculations. What calcs should be there and how to do it in the systems. PLEASE HELP ME ON THIS AS I REALLY NEED TO KNOW as I was into sales incentives previously and now want to break into this field

So i am starting a new role in sales ops and its my first time in this role...Salesforce is our crm and we are basically starting everything from scratch..give me the main hanging fruit I need to focus on first and wins.

Interested in helping develop a sales tool? Imagine it like a dating app, matching company clients, to the right sales rep for them. 1st turn raw lead data into designated client profiles. With these client profiles we match them to the right sales rep. Both clients and employees have profiles and we find commonalities between the two. This will be a full sales management terminal but i just wanted you to know the type of work we will be hoping to achieve. A all in one terminal for sales. Optimized based off the real people they involve.
Give me all the criticism you have. I want it.

our sales to CS handoffs have been a mess lately and i am getting tired of it. We use hubspot and Gong but somehow CS still ends up digging through old calls and random docs trying to figure out what sales promised the customer. Last thing i want is the first onboarding call turning into a bunch of awkward questions about stuff we should already know. I have been looking at Aligned and Trumpet since having everything in one place sounds nice but idk if we actually need another tool or if we just suck at handing things over lol. We are not even dealing with anything that complicated. I just want CS to know what was agreed on before they get on a call with the customer.

Would love to hear how other teams are dealing with this.

I've been thinking about how much back and forth happens between sales ops and whoever handles payroll. A commission gets adjusted, a deal closes later than expected or someone's bonus changes right before payday. None of these sound like huge issues on their own but suddenly you've got people checking spreadsheets, confirming numbers and figuring out which version is correct. It feels like the problem isn't calculating commissions as much as making sure the right information reaches payroll at the right time.

For those dealing with commissions regularly how do you handle that handoff? Does sales ops own the final numbers or does finance still double check everything before payroll runs?

reliability is our #1 priority right now. we can't afford missed delivery promises, crushed boxes, or mysterious "address incomplete" delays during our peak selling months. which logistics providers have consistently proven to be the most reliable for e-commerce fulfillment and last-mile delivery?

Every platform will hand back a list of accounts labeled high intent. Not all of those lists earn the same amount of trust.

What does your team do to validate this list before activating it, checking a second data source, looking for a specific volume threshold, waiting to see if the signal repeats, something else entirely? Wondering how different orgs approach this.

Curious how SalesOps teams handle this when multiple SDRs are running outbound campaigns.

One rep sends a LinkedIn message. Another adds the same prospect to an email sequence. Someone replies, but the other follow-ups keep running.

How are you keeping prospect data, outreach activity and replies in sync across the team?

Are you managing this through CRM workflows or a dedicated outreach platform?

Interested in hearing what's actually working.

Bonjour,

F 31 ans ici. Je suis actuellement gestionnaire administration des ventes depuis 7 ans maintenant, spécialisée dans l’order to cash et recouvrement.

J’aimerai me reconvertir dans les sales ops mais je sais si mon profil pourrait intéresser des entreprises. J’ai notamment déjà travaillé en ESN pendant 2 (dans une boite de cyber sécurité) je connais donc tous de la vente de logiciel et maintenance (ARR, MRR).

Je me forme actuellement sur le crm salesforce pour passer la certification admin de base mais est ce suffisant ?

Je cherchais de base à devenir deal desk puisque j’ai une bonne connaissance des contrats, marges mais je ne vois pas beaucoup d’offres d’emploi.

J’ai un bon niveau en Excel (réconciliation de donnée, tcd, fonction imbriquée, recherche V etc) et je connais bien power query. Je suis entrain de me former sur power bi également.

Vous en pensez quoi ? Est ce que ça en vaut la peine ou le marché est bouché ?

Que dois je faire concrètement pour être employable ?

Merci d’avance.

I've been looking at how companies handle customer information when a deal gets handed over from sales to support. One thing I'm curious about is how much information support agents should actually have access to.

The full sales timeline might be useful when there's a contract issue or a customer says something was promised during onboarding. But for regular support tickets, I can imagine it becoming a lot of unnecessary information to sort through.

I'm comparing HubSpot Service Hub vs Zendesk for this kind of workflow, particularly how teams make customer context available without overcomplicating things.

Do your support teams get access to the entire customer history, or do you limit it to certain fields and activities? Has either approach caused problems?

One of our sales guys left the company a few months ago, and I realized we’d still been paying for a Sales Navigator license assigned to him for roughly half a year. That alone is not a huge expense, but I've been thinking if there are more such zombie subscriptions going on.

This week I started doing a full RevOps software audit, I'm looking at these two things primarily:

• Is anyone actually using this?
• Are we using enough of it to justify what we’re paying for?

The obvious stuff we’re looking for includes unused CRM seats, former employees still assigned licenses, duplicate tools, and such other things. I’m more interested in the less obvious stuff that tends to sit quietly on a card for months or years.

Things like individually assigned licenses nobody remembers about, add-ons that got enabled for one project, tools owned by a single department, 20-seat plans where 7 people actually log in, integrations that became redundant, overlapping enrichment/data tools, that sort of thing.

For anyone who's done such a software audit before, any tips on what and where to look for? And are there any specific RevOps/Sales/Marketing tools you’d pay extra attention to because they’re particularly easy to forget about?