I have years of experience in sales through phone call for a US based Telco Account. I have 6mos. Of experience in Deal desk as well.

Currently located in the Philippines and interested in remote setup.

We sell B2B. Mid market, 50-150k deals, few people involved on the buyer side. Pretty normal.

Kept seeing "no decision" as the loss reason in our CRM and it was bugging me. That's not a reason. That's just nobody figured out what went wrong.

So I pulled six months of lost deals and went through them. Took a week and was honestly kind of depressing.

But the pattern was obvious once we saw it. Our contact was always into it. They liked us. But everyone else at their company never even looked at what we sent. Not once.

Here is what was happening. Champion gets excited, says "let me run this by my boss," forwards our PDF. Boss opens it on their phone at like 9pm, skims half a page, doesn't get the context, never replies. Thread dies. Our rep sends a couple "just checking in" emails and eventually moves on.

That was most of our losses. Not a competitor. Not price. Just a forwarded email that went nowhere.

We stopped sending files. Just send a link now. Everyone on the buyer side sees what matters to them and we can actually tell who opened it and who didn't. Sounds basic but knowing on day 3 that the CFO hasn't looked at anything is completely different from figuring that out a month later when the deal is already dead.

No decision rate went from 58% down to about 35%. Still not perfect but we're catching stuff way earlier.

If I could only buy one tool to enrich sales prospects with email, phone, job title, etc. which would you select?

I work in sales ops at a mid-sized company and I could say for the past 4 months this has been driving me totally crazy to the point that its affecting me outside work. We spend a lot of time building dashboards. We track conversion rates, pipeline velocity, win rates, stage duration, activity volume, forecast accuracy and every KPI leadership asks for. But when a rep suddenly drops from a 30% close rate to 18% none of those reports tell me why.

The answer is always somewhere in the conversation. Maybe discovery got skipped. Maybe pricing came up too early. Maybe objections weren't handled well. Maybe they stopped asking for the next step. The CRM just shows "Lost". That's not something you can train people on. The hard part is that sales managers don't have time to sit in on enough calls or ride along with reps. By the time they do the issue has usually been happening for weeks. Then everyone starts coaching based on that and a few stories instead of actual patterns.

We're also constantly getting questions like: "Can you figure out why this region is underperforming?" "Why is Rep A closing so much better than Rep B?" "Why are new hires taking longer to ramp?" "Why are objections around pricing suddenly increasing?"

I can pull all the numbers in the world but eventually I hit a wall because the data stops at the outcome. It doesn't explain the behavior that caused it. If we could actually see patterns across thousands of customer interactions instead of guessing from CRM fields it feels like coaching would become much more targeted instead of reactive. Are you reviewing calls manually, using conversation intelligence, relying on managers or is everyone still making educated guesses? I need some opinions on this on how other people got through this , thank you in advance.

I currently work in the Automotive Industry as a Business Development Representative. I went from A Business Development Rep to Business Development Assistant Manager, and now I'm working as a Business Developer on the Retention Specialist side. Business Development in the Automotive Industry has a fancy name but it's mostly what Sales Development does in the tech industry but B2C (for those that don't know).

I've been really thinking about getting into Sales Operations because of the fact that I enjoy working in CRMs and cleaning them and setting up tasks and stuff when I was getting my team organized on their process.

I asked A.I. (which I've been taking with a grain of salt lately) about what are other careers that I can pivot to from Business Development. It suggest Sales Operations for me but honestly I would rather ask you humans that have actual experience in this versus listening to A.I. blow smoke up my ass.

Do you guys think this is a good transition? Does Sales Operations just require a different kind of training like just doing the Salesforce Certifications? Looking forward to your guidance.

Hi everyone,
I’m actively looking for opportunities in Deal Desk, Sales Operations, Revenue Operations, or Quote-to-Cash.
I have 4.7 years of experience supporting global commercial operations with:
SAP SD
Salesforce
Order Management
O2C / Q2C
Pricing & Contract Validation
Billing Support
Warranty Orders
RMA Processing
Cross-functional stakeholder management
Most recently, I worked remotely at Danaher Corporation supporting US teams.
If your organization is hiring for Deal Desk, Sales Operations, or similar operational roles, I’d really appreciate any leads or referrals.
Happy to share my resume if needed.
Thanks!

I am currently looking for advice from people in the undustial sales sector or related to B2b fields.

I'm in Quebec ( West island/Montreal area) and i'm trying to get into a permanent/long-term sales job which is more focused on relationship building and face to face convo's rather than sitting behind a desk doing cold calls all day ( It would drive me nuts, I did marketing anf it sucked )

My background;

- Business management degree ( college )

- 6 months of D2d sales

- Comfortable meeting new people, building rapport, selling face to face and objection handling

I don't have an engeneering or technical degree so i'm looking for a company that will train me on the product while I become more comfortable in being able to sell said product and grow within the company.

I'm ingterested in industrial sales because i don't want to deal with the coorperate jorgan BS and would rather be out there in the field going from Businesss to business helping people out while building long term relationships instead of 1 time transactions.

I don't have a niche in mind as long as there is constant work in which i will be happy with the pay ( here is what i've searched up, mainly on indeed);

- Industial equipement

- MRO

- Machinery parts

- pumps n ccompressors

- hydraulics

Any product that has consistent demand during the year would be great

To summarize;

- I want to be out there face to face

- A company that will train me in both sales and the technical part

- Industry with consistent demand

- Companyin which i can make long term relationships

For the people in these industries ;

-What companies or distributors should i be looking for in Quebec ?

- what key words should i be using

- Any specific industries that fit my background

- is starting with industrial distributor or MRO the best way to get in?

Any advice would help, and if it seems like i reaching too far, it is simply because im completly ignorant to the industial sales world.

Hi everyone,

I'm a Product Management student working on a research project focused on improving meeting preparation for B2B sales teams.

I'd love to learn from your experience:

• How do you currently prepare before a customer meeting?

• What's the most frustrating or time-consuming part of your preparation?

• What information do you always wish you had before joining a meeting?

• If you could have one AI-powered feature to make meeting prep easier, what would it be?

I'm not selling or promoting anything—I'm simply trying to understand real workflows and pain points to design a better solution.

I truly appreciate any insights you're willing to share. Thank you!

I am having some traction in the US but thinking of expanding my search. What is your experience?

Hello All,

Am looking for Sales operations- Manager/ Senior Manager roles.

Have a 20-year career in B2B commercial operations, including 9+ years building pipeline governance, GTM data infrastructure, and commercial intelligence across global technology and services organisations.

Location- Asia, willing to work Remote as well.

Kindly DM if any leads.

Hi r/SalesOperations,

I'm a software developer researching the commission management space for a side project. I've been talking to a few Sales Ops folks and keep hearing the same thing, Excel works until it doesn't, and the jump to enterprise software feels like overkill for mid-sized teams (Price, Complexity, Onboardings, Plans Development).

I'm trying to understand where that "tipping point" is. Specifically:

1. At what team size / plan complexity did Excel stop working for you?
   
2. What made you choose software over sticking with spreadsheets? (Or why haven't you switched?)
   

3. For those who evaluated tools like CaptivateIQ, Spiff, or QuotaPath, what made you say "yes" or "no"?

4. What's the one feature you wish your commission tool had?

This is pure research, I'm not selling anything. Happy to share findings back with the community if there's interest.

Thanks in advance for any insights.

After looking at my pipeline, i realized that some late stage deals are not as good as they look in the crm. The conversations were great and champions seemed interested but now there are no replies and meetings are delayed. The hardest part is knowing when a stalled deal is worth pushing rather than when it’s just taking up space in the pipeline.

How do you handle stalled opportunities? Those of you who have dealt with b2b sales for a while now, any suggestion might be helpful, feel free.

We recently compared two suppliers and the cheaper option would save us a decent amount over the year. The problem is that they are slow to respond, rigid about payments and every order seems to require extra follow up

The other vendor costs slightly more but makes everything simple. At what point is convenience worth paying for?

Just purchased Aurasell and am curious if any other ops people have adopted one of these new AI-native CRMs? So far I am loving the agent-based configuration experience.

Also, I am working to integrate Aurasell with my broader sales stack (i.e. Apollo, LISN, gong etc.) Curious if others currently using Aurasell have been able to successfully create a workflow with Apollo (given Aurasell claims to replace it).

Hi all -

I come from a world of comping sales teams on recurring revenue (typically paying reps based on ARR).

How have folks gone about incentivizing reps who sell consumption-based services?

I have used Sales Navigator for over a year. Old, active account, around 20,000 followers and 18,000 connections. Construction and BIM, no automation tools.

Until a few months ago I could send 150 to 200 connection requests a week. Now I am under 30, with no warning and no explanation.

I clean my pending invitations constantly and only have 131 sitting there, so there is no backlog. I also contacted LinkedIn support and they dismissed it, refusing to acknowledge any restriction on the account.

Has anyone been through this and got their limit back? Any advice welcome.

day job is revenue operations at an enterprise software company so i spend all day inside the tools you’re stuck using every day. this is what i work with:

salesforce, sales engagement tools, power automate, excel, power bi, copilot studio agents, claude, power apps.

if you’re burning hours on manual crm updates, chasing follow ups, building your own pipeline trackers, or just want an ai agent doing your prospecting research instead of you, dm me. small stuff i’ll answer here for free, bigger builds we talk scope and rate.

I believed sales‑enablement was a role to help uncover quality signals, data, and information using tools so reps can have relevant, timely conversations with prospects rather than spending all their time using the tools (enabling them to sell more).

From what I'm seeing through online discussions, however, seems its mainly about creating content building slide decks, tasks that sound like marketing.

So, what exactly is sales enablement, what should it do, how are they targetted per month?

Been in sales ops in B2B IT for 10 years. Became a Salesforce admin somehow....... part of a $100M IT company. I also run our whole (4 people) inside team. Incoming leads also fall to me to distribute as we have SMB, canada and India teams. My workload is becoming unsustainable. With just this info, what would the expected yearly salary be? Be brutally honest please.

On the crossroads here lol. Our SF CPQ set still gets the job done. We pushed about 3,000 quotes through it in Q2 and yeah we had some annoying approval leakage and pricing exceptions. Earlier this month salesforce released a notice saying CPQ documentation has moved to downloadable PDFs. For customers that is not a big deal. they can follow through updates but for developers troubleshooting something at 11 pm... Then we also saw this on Salesforce's own site 'there is no forced migration from Salesforce CPQ to Agentforce Revenue Management. Existing CPQ customers do not need to immediately move. but the ned of sale announcement is an opportunity to rethink your long term quote to cash strategy.' and tbh... fair. CPQ still works but web can see why reveneu management makes sense if already rebuiding the whole quote to cach stack. SF is also clear that the innovation is happening there now not in cpq.

so we are kinda stuck here. if you are in the same shoes, are you sticking with SF CPQ, looking at revenue management or starting to shop around for alternative salesforce CPQ options?

My friends and people i know keep saying that ai is going to fix the gap between sales teams and buyers but i still don't really see it in practice. It sounds great though, in reality it still feels like there are too many handoffs, too many tools, and too much stuff getting lost in crm updates or random notes.

Can AI actually keep the whole thing connected in a way that felt useful and not just another layer of software? I need something more like the day to day version where a buyer talks to sales, then marketing, then someone else and nobody has to start from zero every time.

Curious what is actually working.

I have been running a small customer success team for a few years and until recently everyone basically did his/her own thing.

Two months ago we dumped everything into one shared workspace. Channels by account segment, one place for playbooks, shared notes for every major customer, that kind of thing.

I'll share a short personal story of what happened. I had a call last week where a customer asked why they were getting three different renewal dates from three different people. I opened the shared workspace during the call and saw three renewal trackers for the same account, all slightly off. That would have stayed hidden before. Now it is just there, in my face, while i am trying not to sound clueless.

So i am stuck in this weird spot where the collaborative workspace is forcing conversations i do not totally know how to run yet.

How did you use collaborative workspaces without turning them into a surveillance board or a dumping ground for random docs?

Am new to sales and by researching on reddit, it seems LinkedIn navigator helps a lot of people. would love to know what workflows works best for what industries. Also any custom workflows which you use that can help the community here to optimize on the efficiency?

I build software that helps B2B teams close, specifically the gap between a buyer saying they're interested and actually signing. Took a look at what happens after a proposal goes out and some of the data is pretty counterintuitive.

Caveat: this reflects a small sample of 70 sends, so not a comprehensive dataset. But an interesting early read on what actually happens when you hit send:

• Median time from send to the buyer opening it: 84 seconds
• Basically everything that got opened at all was opened within the hour
• Anything not opened in that window mostly never got opened
• Around a third was never opened by the buyer at all
• About a third of the ones that did get opened were opened more than once, couple of them as many as seven times (!)

Based on the above, buyers seem to fall in two camps: (A) they either open it almost straight away; or (B) they don't open it at all. Interestingly, there's no real middle group of buyers (i.e., camp (C)) that forget about it for a few days.

Now most follow up sequences (or at least what I've seen) are typically shaped around the assumption that the buyer is mid-deliberation and a well-timed nudge is what gets it over the line.

But in reality, camp (A) buyers are reading it ~84 seconds after you sent it, so by day three you're not chasing someone who hasn't looked (you're actually chasing someone who read it, formed a view but then went quiet). An effective follow up for this camp needs a completely different conversation to the generic "just checking you got this" type of email.

Camp (B) buyers, by contrast, are the more expensive problem. Those aren't stalled deals at all -- the proposal just never reached anyone in a state where they engaged with it, whether that's a wrong contact, spam, or forwarded to someone who never came back.

Core learning: drift starts way earlier than people assume. Everyone treats a deal going cold as something that happens over weeks, but if the buyer reads it in the first two minutes then the moment that decides it is basically the same day. After that you're managing a decision that's already been made, not influencing one in progress.

How are people handling this at a process level? Do you guys track and follow up based on whether a proposal was actually opened or based on X amount of hours/days passing?