AMA: Knowledge Vortex Salesforce Functional Analyst, Bridget Hudacs on Finance / Revenue Ops Alignment
December 3 @ 9:00AM PST
Register for AMA
We will email you Bridget's answers
to these questions after the event in case you can't make it.
How do we get finance to consult with us before cutting budget from customer success and marketing?
Our finance team substantially cut the budget without our input.
How do you help finance understand the role of SDR’s, and include them in structuring territories and OTE’s?
We are getting ready to hire our first few SDRs to support our sales team of 2 AEs. The AE’s divide their territories roughly down the middle of the US map.
How do you get finance to allocate budget to programs that we haven’t proven out yet, but are experimental?
We recently brought on a CFO and they are asking us to add timelines for ROI to many of the programs that have not yet begun (like influence marketing).
What can revenue operations do to help the situation where finance wants to start an approval process for discounts being applied too broadly to too many accounts, but sales reps are upset about it?
Where is the best place to start improving the accuracy of pipeline and forecasting reports (currently off by at least 20% each quarter)?
We use Salesforce and currently base reports on opp stages.