How to get started with sales operations in three steps:

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Defining the sales team structure: How will you segment your sales roles, and how will they relate to each other? Implement the sales team structure that works best for your industry, team, and customers.
Mentoring and motivating team members: Foster an open, connected, and growth-friendly sales environment.
Providing incentives: Determine bonuses—monetary or otherwise—that incentivize exceptional (and consistent) performance in your team.
Setting up sales enablement: Sales enablement is about equipping your sales team with the resources, tools, and info they need to effectively engage with prospects and close deals. So, you get them the necessary scripts, templates, onboarding materials, software apps—and more.
Phew, that’s quite a list. Where do you start?


Establish weekly sales meetings. Regular team-wide meetings are czech republic telegram data central to creating a collaborative environment and a growth-focused team. Consider a weekly Pipeline meeting (we do one here at Close), to discuss won and lost deals from the week. It’s a great learning—and coaching—opportunity.
Design an effective onboarding process. Recruiting top talent only works if they stay. So, build an onboarding process that gets new hires selling (without drowning). Have them shadow you and other reps. Create a training manual that covers product information and common customer objections. And practice with roleplay, coaching them through sales scenarios.
Choose (and implement) the right sales tools. The right sales tools can save your small business a world of hurt (and cash). Take a hard look at your team's and company's needs—and select accordingly. A team of two won’t require the same tools as a team of 50, but they might both benefit from a CRM or outreach app. (Check out our favorite sales tools here.)
Sales Strategy: Planning and Executing Sales Goals
Sales strategy covers the planning and execution of sales goals. Who will you sell to, how will your team engage with them, and what does the buying process look like? Answer these questions, and you’ll have a clear sales strategy.