Solutions for Sales Operations

Plan, optimize, report

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You need an efficient way of maintaining the right account and contact information, territory assignments, and how you route and match your account-based playbooks and buying group logic. You need speed to the right lead, and a way to measure the efficiency of your total funnel.
Data quality

Make your CRM your system of record

Your data needs to be continually unified, cleansed, standardized, enriched, and contextually used by all connected systems to be the trustworthy source of your reports. Marketing, sales, customer success, operations, and finance can now have shared visibility and predictability to your full-lifecycle funnel.
CRM system of record
Routing and matching

Speed to the right lead

Once your data is clean and up-to-date, you can focus on your go-to-market and account-based selling plans and match the highest-value opportunities to the right rep.
Speed to the right leads
Scale Your Sales Productivity

Agile Sales Operations to execute on your playbooks

Simplify or delegate your sales operations to administer accounts and territories, your revenue pipeline measurement and pipeline visibility, and your specific revenue orchestration logic across account assignments, routing and matching logic, and mass changes across your sources of record.
Agile operations

Get all the capabilities you need to automate account/territory

Learn more about Sales Operations