Monday, 09. March 2020, Microtek San Francisco, SaaSy Sales Operations San Francisco

from 09. March 2020 - 9:00
till 10. March 2020 - 16:30

Microtek San Francisco

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Event description
Perhaps they have asked you to manage their CRM, or maybe you are running a couple reports for the team. Regardless of your role, the problem that you have probably faced is that you are often taking orders and do not know how to translate your work into strategic insights and tangible results. As much time as you are spending driving change within your organization, you actually need to drive change within yourself. Operators will give you best practices and real tools that will help you build a world class Sales Operations team, as well as hands on tools to help you build your own strategic plans. You will walk out of this program with actual tools and calculators so you can implement new strategic plans immediately for your business, as well as connect you to a new network of top notch sales operations professionals.
The Sales Operations Manager Workshop Agenda
Today you might be an army of one, an army of few, or even have no one purely focused on Sales Operations. You will learn how to build a Sales Operation org from the ground up, as well as learn your own progression path.
Building a successful Go To Market (GTM) strategy and execution plan is essential for a rapidly growing company. You will learn how to uplevel your own organization through best practice sharing, coaching, and hands on training where you will build an actual GTM of your own.
Once your territories and compensation plans are in place, how do you make sure the sales team runs efficiently? We will discuss rules of engagement, playbooks, ongoing skill training and understanding how much change to implement and when.
Tracking requests and CRM tickets can be daunting. We will discuss proper communication plans, release management tips and how to keep your data hygiene clean.
One of the most difficult parts of running Sales Operations is managing the communication divide between sales and marketing. Learn how to gain executive support, how to work across and with multiple orgs and build a collaborative culture of success.
Building reports and dashboards is part of the role, but how do you go from an order taker to an insight maker? We will show you how to digest data into manageable insights for your CRO. We will learn how to be proactive in data analysis and reporting on metrics they are not used to seeing.

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Territory planning, compensation design, sales process & methodology, forecasting… there is so much to learn in Sales Operations. We will learn the basics of good sales operations, while building up a network of support.
Good time (and self) management is critical to your success.  Here, we’ll discuss good time management frameworks, how to focus and prioritize, and what gets in the way of you doing your best work.
We’ll close out day two by sharing a framework to manage your work and life blend/balance, and talking through the key elements in your self care routines.  Learn how to manage stress, and deal with inappropriate clients as part of this module, as well as setting healthy boundaries with key stakeholders in your life.

How can I contact the organizer with any questions?
Email events@
What's the refund policy?
50% refund available 3 weeks prior to the event.  Participants may transfer their ticket to another person by notifying events@salesopscentral up to 48 hours ahead of the event.  It should be noted that replacements will be approved at the discretion of organizers to preserve the value of the alumni cohort.

SaaSy Sales Operations San Francisco, Microtek San Francisco event

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