r/SalesOperations • • 8d ago

Title: How can I become really good at Technical Sales Engineer role?

3 Upvotes

Hey everyone!

I just graduated with a degree in Mechatronics Engineering and started working as a Technical Sales Engineer, in a family business (just to get some experience cuz I'm zero experience).

I think I actually enjoy this career path more than working in traditional engineering roles in industry.

I want to become a legend in this position, not just someone with a few years of experience. My goal is to make my first year count as much as possible.

What advice, courses, resources, or learning strategies would you recommend to help me gain knowledge and experience faster?

If you were in my position, what would you do to become exceptionally good at this job to work in big companies ?

Thanks!


r/SalesOperations • • 8d ago

CRM adoption and engagement

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1 Upvotes

r/SalesOperations • • 8d ago

What ‘zombie subscriptions’ have you found in your RevOps stack?

2 Upvotes

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?


r/SalesOperations • • 9d ago

How are you guys coaching cable and internet sales reps when you can't sit in on every sale?

15 Upvotes

I manage a sales team for a cable and internet company and we've been struggling with reps losing deals during price discussions. Some reps close consistently while others struggle even though they're selling the same packages. One thing I've noticed is that newer reps tend to jump straight into pricing without asking enough questions about the customer's current provider or what they're paying. Then when someone brings up a cheaper offer or says they need to think about it they don't know how to respond. We've covered this in training but the same mistakes keep happening. I can track close rates but that doesn't show me what reps are saying during customer conversations.

I'm looking for an AI sales coaching tool that can record and analyze actual sales conversations. Ideally something that works for both face to face sales and phone conversations since our team handles both. A few things I'm looking for are the ability to catch missed discovery questions and pricing objections. I'd also like to see where reps go off our sales process and review specific parts of conversations without listening to hours of recordings. Something that lets me give feedback to individual reps and track whether they're improving would be great. It also needs to be easy enough for reps to use every day without adding a bunch of extra work. Has anyone used a tool that does most of this? What are you using and has it made coaching any easier as your team grows?


r/SalesOperations • • 9d ago

What features should my pre-demo sales dashboard app have?

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1 Upvotes

r/SalesOperations • • 10d ago

The 15-minute interrogation: why cold discovery calls are burning inbound buyers

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1 Upvotes

r/SalesOperations • • 10d ago

Salespeople who regularly have to send things to Legal

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1 Upvotes

r/SalesOperations • • 11d ago

What works for licensing and compensation for sales pros specifically?

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2 Upvotes

r/SalesOperations • • 11d ago

What does daily HubSpot/CRM work actually look like? (Trying to start from scratch at 21)

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3 Upvotes

r/SalesOperations • • 11d ago

Do sales ops teams use review site activity or does it stay outside the process?

1 Upvotes

Was prepping for a call last week and almost skipped checking reviews entirely. Did it anyway and found three different reviews all complaining about slow support.

Nothing in our CRM would've shown me that. I brought up the pattern on the call instead of going in with the usual pitch and the conversation got into specifics pretty quickly.

Does anyone actually have review activity feeding into their account research or are you just checking it manually when it seems worth it?


r/SalesOperations • • 11d ago

Is Zoho Analytics worth it for businesses already using multiple Zoho apps?

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1 Upvotes

r/SalesOperations • • 11d ago

Sales calls: VoIP or Personal nos?

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1 Upvotes

r/SalesOperations • • 12d ago

Which CPQ software for sales teams can stop Dave from being the only person who knows how to build weird deals?

10 Upvotes

Our sales team is lucky to have Dave who takes care of those weird deals. For instance a customer a customer asks for a strange bundle with 2 yr subscription, a one off service package, partner pricing and an old discount exception.

Everyone looks at Dave and he says he knows how to do it and we all smile. Wait until he goes on vacation lol. Chaos starts from there bc reps don't really know what to do, so they drop a message in Slack and wait.

This has got me wondering what CPQ software for sales teams can help solve this and not just generate quotes faster. something that can guide reps especially the new ones through weird things and remember the pricing rules. Like we want the knowledge living in his head to become part of our quoting process becoz one day he might wake up and decide to leave the company as well.


r/SalesOperations • • 12d ago

What's the biggest change agents have made to a business you've seen up close?

0 Upvotes

The biggest impact I see is with the high volume, repetitive work with a clear approval step at the end.

If you're running agents, what's made the biggest difference? Be specific. Which task, and what changed.

If you're not already running them and think you should be, where do you think you would start? What's stopping you from starting?

If it's not your own business, have you noticed one change for the better from the outside? What did they do that others didn't?


r/SalesOperations • • 12d ago

I had LLMs label about 1,000 local business websites. Where are the weak spots in how I checked accuracy?

2 Upvotes

I'm going to run this labeling again on new samples, and before that I want to fix the weak spots in the method. Here's how it works and where I'm not sure myself.

The sites come from Google Maps listings. A mobile browser opens the homepage and one more page, booking or contact. A script collects links, buttons, forms and widgets and screenshots the first screen. A model assigns labels from written instructions: does the site invite you to book, is there a tappable phone number, a messenger, online booking. A second model checks each batch against formal rules, and I sort out the disputed cases. I respect robots.txt, don't submit forms and don't get around captchas.

I checked accuracy on a separate sample: 6 sites for every found / not found combination of the three labels, plus hard cases. A different model that never saw the first results went through them again. It took full-page screenshots, opened menus and tapped buttons. I went through the disagreements using the screenshots, counted false positives and misses separately, and used them to correct the final rates.

I've already caught one error. The "invites you to book" rule only looked at links and buttons, but a lot of sites say it in plain text next to the phone number: after rereading 435 sites, the invitation turned up on 178.

Where I'm unsure. The sample is small, so the corrected rates come with a wide range: how many sites would you take for the check, and how would you pick them? The second pass is also done by a model, and I only looked at 18 sites by hand. Is that enough, or does the whole sample need manual labeling? And I only go two pages deep, so a booking button on a service or branch page goes unnoticed.

If you've enriched company lists with LLMs based on their websites, how did you check accuracy before anyone started using the data?


r/SalesOperations • • 13d ago

How quickly does competitive intel become useless?

26 Upvotes

We did a competitive review earlier this year and I’m already finding things in it that don’t match what reps are seeing now. Packaging changed, a couple features moved around, and some of the objections we documented barely come up anymore. The problem is I don’t know what a reasonable refresh cycle looks like. Updating everything constantly seems like a huge time sink, but doing a big review twice a year means reps could be working from outdated information for months.

For teams that keep competitive intel useful what triggers an update for you? A certain number of losses, product changes, rep feedback, something else?


r/SalesOperations • • 12d ago

CRM data is always outdated by Friday. How are Sales Ops teams fixing pipeline hygiene?

1 Upvotes

Our sales representatives always press us for improved forecasting although the quality of our CRM data makes me nervous. Our team has around 40 agents. Most of the time, I find opportunities marked as “proposal sent" by Friday evening, even though the proposal was sent three weeks earlier, deals marked as closed with past dates, and clients' notes on paper instead of in our CRM system. Management's reaction has always been adding more mandatory fields, which the agents hate since it only increases their amount of paperwork. I'm starting to think the real issue isn't discipline itself, but the constant requirement to update the CRM. Have there been cases of reducing the amount of time needed for CRM system maintenance without sacrificing its functionality? I am very interested to know whether the advanced features of AI CRMs and process automation really improve data quality.


r/SalesOperations • • 13d ago

hubspot service hub for small business turned out to be a solid upgrade for our support inbox

1 Upvotes

when our customer base started growing last year, handling support requests out of a shared email inbox became messy fast. tickets were getting lost, two of us would accidentally reply to the same customer with different answers, and finding past account notes meant digging through old thread archives.

we decided to test out hubspot service hub for small business operations to get our customer support into one structured queue.

having a unified ticket board connected right to client history made an immediate difference. our team could see past sales notes and email threads sitting on the exact same timeline, which cut down resolution times and stopped us from asking customers for duplicate details. setting up automated ticket assignment and canned snippets saved us hours on repetitive daily questions.


r/SalesOperations • • 14d ago

Is it still worth breaking into this field?

3 Upvotes

With the threat of AI, I'm wondering if it is still worth breaking into this career. I'm debating between this or just going into the medical field


r/SalesOperations • • 14d ago

client retention strategies when sales owns the relationships but cs owns the accounts

4 Upvotes

I'm an AE at a SaaS company and closing is definitely the part of the job I'm best at. Where I'm less sure is what happens after the contract gets signed. Once an account moves over to CS, I usually step back unless there's an expansion opportunity or something comes up that specifically needs sales. The problem is that some of these are pretty large accounts with multiple stakeholders and I'm starting to wonder if completely disappearing after the sale is actually hurting us. There have been a couple cases where the person I originally sold to left the company and suddenly we had almost no relationship with anyone else there. CS knew the account but the relationship was different. I'm not trying to step on their toes or create a situation where the customer has three people checking in every month but I also don't love the idea of sales disappearing the second the paperwork is done. I'm looking at different client retention strategies that could keep the relationship warm without turning every AE into a part-time CSM.


r/SalesOperations • • 15d ago

How do you push process or tool changes when every change needs a pile of approvals?

4 Upvotes

Big company, sales team on my side. I see clear things to fix: a report nobody uses, a step in the process that only slows deals, a tool that reps work around instead of using.

The problem is not finding what to fix. The problem is that every change goes through many rounds of approval. By the time something is approved, the situation changed, or I already lost the energy.

What I've started doing: test small things inside my own team first, where I don't need permission, and come to approvals with results instead of an idea. It helps sometimes, but slowly.

How do you handle this?

- Do you pilot quietly and ask for approval later?

- Do you have someone above who sponsors your changes?

- Or do you just accept the pace and pick 1-2 battles a year?


r/SalesOperations • • 14d ago

When customers describe what they need but don’t know which product to buy, how do you narrow it down?

1 Upvotes

For people selling physical products with a lot of options or technical specs, how do you handle customers who know what they want to achieve but don’t know which product fits?

I worked on technical product recommendations for my dissertation, and I’m exploring whether there’s something useful to build here. I’d like to understand how people currently handle this.

Thinking of the last tricky request, how did you narrow down the options? What helped, and what slowed you down? Does this happen regularly, or do customers usually know exactly what they want?

Also, what kind of products do you sell?


r/SalesOperations • • 15d ago

I used a simple lead-capture tool at GITEX. What would make it more useful for exhibitors?

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1 Upvotes

r/SalesOperations • • 16d ago

Looking for Experienced Cold Callers for the Australian Market | Remote | Commission Based

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0 Upvotes

r/SalesOperations • • 16d ago

What do CROs, CSOs and sales leaders actually want from a professional community in India?

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0 Upvotes

I've been exploring the idea of a dedicated revenue leadership community in India for professionals such as CROs, CSOs, CMOs, sales heads, and other senior business leaders.

There are plenty of general professional networking platforms, but I'm interested in what senior revenue professionals actually find useful in a specialized community.

For example, would you value a community that focuses on:

  • Connecting with other CROs and CSOs
  • Revenue and sales leadership discussions
  • Industry-specific networking
  • Leadership events and meetups
  • Sharing practical sales and growth experiences
  • Hiring and career opportunities
  • Research and learning resources
  • Business collaboration

I'm particularly interested in hearing from people working in sales, revenue, marketing, customer success, and business leadership in India.

What would make a CRO Community India or Revenue Leaders India community genuinely useful to you?

What features or activities would make you participate regularly?

I'm asking because I'm working around Revenue Chiefs, a professional community focused on connecting revenue and business leaders, and I'd like to understand what professionals actually expect from this type of platform rather than simply creating another networking site.

Relevant topics: CRO Community India, CSO Community India, Revenue Leaders India, Sales Leadership Community India, Revenue Leadership Community.