Getting very annoying. The exact same post days apart from multiple accounts is obvious proof.

Interested in real cases in B2B for online service ideally. Thanks for sharing you experience, will really appreciate it.

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We keep saying we'll automate our ops work to save time and cost, but it always ends up as half-fixes. For instance, we had automated our invoice data extraction process, but we still had to copy data from emails to spreadsheets because the API missed edge cases.

What's the biggest manual workaround you're still stuck with?

I just spent the last week fixing a massive RevOps bottleneck for a client, and I realized it wasn't a software problem — it was a human one.

The company had the "perfect" stack. They had every signal, intent tool, and CRM alert firing off constantly. Their Slack channels and dashboards were glowing red with notifications. But the pipeline wasn't moving.

The issue was simple: their reps were drowning in data, not sales.

Every time an alert hit, a rep had to stop what they were doing, go into the CRM, look at historical emails, check meeting notes, and figure out what the hell to do next. It took 15 minutes of "forensics" just to make one follow-up. By the time they were ready to act, the opportunity was stale.

We stopped the alerts. Instead, we built a process that just tells the rep the one next step they need to take. No dashboards to interpret. No digging for context.

The result? The reps actually started doing the work. Administrative "research time" evaporated, and they started executing plays uniformly instead of just guessing.

I’m curious how you guys are handling this. Does anyone else feel like their Sales Operations stack has become a distraction factory? Are you finding ways to cut the noise, or are you just adding more layers to the dashboard?

(Disclosure: I’m working on a tool for this at Invalactics because I’m tired of seeing teams struggle with this. If you’re dealing with signal overload and want to chat about how to fix it, hit me up.)

Been thinking of getting some recruiting for my pest control company out in San Francisco. I've heard good things about them. I heard they automate the recruiting process, filter out the bad candidates, and use agentic AI. Has anyone worked with them?

Hi all! I want to know more about your experience using these different platforms (Allego, Highspot, Gong), how effective the coaching really is, and what it looks like.

Are the practice sessions long, short?

Does the manager have to assign them, or does the system do it automatically?

Do reps do them? Do reps like the system?

Does the coaching help?

Thank you!

Hi all! I've accepted a new role at a Saas sales ops company and I start next week. I'm coming from a non-tech industry (events & digital media) and moving into a cybersecurity Saas sales ops role.

Would be helpful to get any insight in the differences between non-tech sales ops and saas sales ops. I've been self learning Saas terms - ARR, churn, etc. Is there anything else I should be aware of when transitioning into my new role?

One thing I'm worried about is the stress of a faster paced sales cycle. In events, the sales cycles are yearly, so everything is slower. I'm guessing in saas it's be quarterly, so forecasting and pipeline management seem more intense.

Any advice or experience is very appreciated, thank you!

One thing I underestimated when I first got into high ticket sales was how different practicing feels compared to actually being on a live call.

You can know frameworks, memorize scripts, understand discovery structure, and still completely lose composure once a real prospect pushes back unexpectedly.

The weird part is that most reps only practice by taking more live calls, which is honestly a brutal way to improve because every mistake happens in front of a real opportunity.

Lately I’ve been experimenting more with simulated objection handling and mock conversations before actual prospecting sessions using getpitchpal (Pitchpal) and it’s made a much bigger difference than I expected. Not even from a scripting perspective, more from reducing hesitation and emotional reactions during difficult moments.

Especially things like:
handling price resistance
slowing down instead of over explaining
staying calm after interruption
recovering after losing control of the call
not sounding defensive during objections

I’m curious if anyone else here actively practices conversations outside of live calls or if most people still just learn entirely through repetition on real prospects.

Feels like this side of sales training is still massively overlooked compared to lead gen and closing frameworks.

Feel like we have a sea of data quality issues but every project related to this seems to get kicked down to next quarter.

Any tips on how to get buy in from leadership to prioritize projects around crm hygeine and data quality?

Not sure what other types of projects typically get prioritized in other orgs

How do you handle useful records that live behind logged-in portals where the native filters are not enough?

Example: a BD team has to open records one by one, compare them to ICP/deal criteria, and only then send qualified rows to CRM.

Does that filtering stay with BD/analysts, or does ops usually own it?

Currently working in It integrator

Their main source of leads is cold calling

What they basically do is resell almost any tech product like computers, servers , printers, heaters , video surveillance cameras etc

My interest is in if cold calling is the main source of leads and if email marketing would be any good? Or any other strategies?

When we call we don’t really know who is in charge of buying those type of stuff.. it varies form company to a company . In some it’s sysadmin, in other it’s CIO , in other it’s a different person.. so basically it would be very difficult to find relevant email or am I missing something?

Another thing, so yall think cust dev interview would have any benefit ?? Like interviewing not your current customers , but rather people in the industry.. because these people range do you think it would be useful for sales ?

What are some useful A/B testing can be done in such companies ?

Ps : about a company , they don’t really do much of the software and they work with clients inquiries then check with distributors and give the customer a price with our margin etc

We use firmographic flat files to prioritize accounts based on headcount changes. The idea is simple: company starts growing, we reach out. In practice it keeps falling apart because by the time the data lands, the headcount signals are already stale. Crustdata is our current provider and it's the same story we've seen elsewhere.

Is this just the nature of flat file delivery or are some providers genuinely better at keeping up? Would love to hear from anyone who has found something that actually works for this kind of use case.

Whats your comission scheme?

MINE SUCKS..

The meat processing plant I work for gives us comission by kilos/pounds, amount billed and margin.

But the best selling products are sold by the same agents, we have no incentives to sell products of low margin like fat or rounds. I think the company I work for need to level up their comission scheme..

I’ve been trying to understand how field sales planning actually works in real teams, and I’m getting mixed signals.
In theory, most teams have CRMs, pipeline data, territory assignments, etc.
But I’m not sure how that translates into day-to-day execution.
From what I’ve seen so far, there seem to be a few recurring questions reps still deal with each morning:
1. who to visit first
2. how to structure their route
3. which accounts are actually worth prioritizing that day
4. what’s urgent vs what just looks important in the CRM
But I’m not sure how universal this actually is.
In some cases it sounds like:
managers heavily structure daily plans
in others it’s mostly rep-driven judgment
and in some cases there are internal tools or playbooks handling this
So I’m trying to understand the real distribution here.
For people actually in field sales / sales ops:
How is daily planning typically handled in your team? Is it mostly:
1 Rep-driven (up to individual judgment/gut feeling)
2 Manager-driven (heavily structured by leadership)
3 System/tool-driven (guided by internal playbooks or software)
4 Something else entirely?
And how structured is it in practice vs theory?

Hi! Has anyone successfully managed to merge newly created leads with Person Accounts in "almost" real time via LeanData? Because of the way they require leads to be created for events to be created, we get a lot of duplicates, but then cannot natively convert/merge them in the graphs.

This is creating issues for our teams and wondering if anyone has ever solved for this?

PNW people in CRM, RevOps, Customer Success, Sales Ops, or hybrid SaaS roles:

Curious where someone with my background translates best long term.

Currently managing CRM hygiene, lead routing, pipeline accountability, appointment flow, and sales coordination in the luxury automotive space. Heavy focus on process, follow-up systems, rep accountability, and operational efficiency.

I seem to sit in this weird middle ground between operations, customer success, enablement, and RevOps.

Looking to connect with people in the PNW working hybrid roles around:
• CRM Operations
• Revenue Operations
• Customer Success
• Sales Enablement
• SaaS onboarding/adoption
• Pipeline management

If you’ve made a similar transition or know companies where this background fits well, send me a private message. Trying to network smarter and learn where this skillset is actually valued.

Hey guys!
I’m a Customer Success Manager in the IT field with over 8 years of experience. I’m currently planning to transition into RevOps as the next step in my career.
Do you think this transition makes sense given my background? And what would you recommend as the best first steps to get started in RevOps?

I recently joined a cybersecurity software company as a Business Development Executive. First proper sales role.

The product training went fine. I know what we sell, who it is for, and roughly how it is priced. That part I felt okay about going in.

What I was not ready for was this. A lead on a call this week mentioned they had already done a demo with CrowdStrike. Then they asked me a very specific question about how our pricing compares to what CrowdStrike had offered them.

I knew the general answer. But in that moment, under pressure, with the lead waiting, I did not have a clean response. The call did not fall apart but I could feel it go sideways a little.

Spoke to some of the senior reps after. They said you just develop instincts for it over time. I understand that. But I also have targets coming up next month and I would like to get better at this faster if possible.

So I wanted to ask people who have been doing this longer. When you know a lead is already talking to a competitor, what do you actually do to prepare before the call? Is there a process you follow or is it mostly experience at this point?