Why Sales Operations?
At Motii we know that a high quality 'Sales Operation' is the difference between good and great business results.
Sales ops are about providing best-practice sales workflows, automation and retention techniques that create a friction-free selling experience and drive recurring revenue.
What we do
Lead generation is often a numbers game - which is why a prioritised approach to cold or warms leads is key. A successful outbound strategy depends on a clear prioritisation strategy. Your outreach specialists need to be well-coached with prioritisation based on your businesses requirements. Measuring success and failure is critical in this pipeline as conversions rates are low and incremental improvements can make a huge impact over time.
Outreach is often a mix of cold outreach via email, LinkedIn and phone calls mixed with warm outreach using the same methods but with a referral or connection that links you to the target.
There are a plethora of amazing tools available to assist with outreach including Rocket Reach, Lusha, Crystal Knows Zoom Info and more.
Leads should only be Won when your qualification criteria is met. This way, you sales team are not wasting their time trawling the web to try to qualify leads and instead are focusing on what they are good at which is closing deals.
Sales specialists need to take a methodical and analytics approach to their sales. Activities based selling when supported by well-crafted content delivered at the perfect moment is how to get the most out of your sales team and maximise the value of leads. Leads should be delivered by your outreach teams with high-priority targets clearly identified. You need to be able to measure success and failure and the shorter the sales cycle the better the data.
The sales pipeline in Pipedrive is where qualified leads are won and lost. A clear sales framework with a strategic ,well-thought out processes and prompts make it easy for sales people to do their jobs. The more structure the easier it is. By measuring and understanding your sales process you can make small tweaks that can be the difference between success and failure.
Hitting sales goals is the number one aim of every sales manager and this is every when everyone is on the same page and hitting the same notes. The benefits that flow from this include happier (and wealthier) salespeople and less peaks and troughs in your sales graphs and more consistent long-term growth.
Weekly and monthly sales WIP meetings are less easier when the preparation is done for by the system. And reporting to the board or senior management is less comforting when you are comfortable with your system and confident in the sales teams ability to carry out their roles.
Repeat business is easier and more cost effective to close than new business. And nearly every business should have a ‘Customer Success’ pipeline and it is not unusual for businesses to have separate pipelines for Onboarding, Retention and Upsells.
Sales people need to be able to focus on closing deals and a clean handover from sales to onboarding/CX teams is easier when there are rigid processes and a clear path for the new client to follow.
By putting time and effort into CX, onboarding, retention and upsells, by having clearly denfied processes, you increase revenue and customer satisfaction.
Happy customers are customers who have been often and clearly communicated to. This applies to brand new sales as well as long-term clients. By running separate pipelines as required for these workflows, you increase the chances of product advocates.
Case study
Truescope is a SaaS business that delivers real time media insights via their smart media intelligence platform
Testimonials
"Going into this project to we knew that we had a complex use case. And on top of that we were migrating data from Salesforce. The Motii team was able to take ownership of everything and guide us every step of the way. The attention to detail was fantastic. It was obvious that Motii were highly-experienced in not only in Pipedrive but also in analysing businesses and applying that analysis to building a great system. They were constantly one-step ahead when it comes to identifying potential issues. Their ability to get in and understand our systems and processes made all the difference. The Motii live training sessions and video-based training manuals ensured immediate and long-term success. This enabled our team to make the transition from Salesforce smoothly."
