Sharebird

Revenue Ops Career Path · Revenue Ops Skills

How can I break down the forecast pipelines ($) on product level?

Currently our sellers give overall ARR inputs on opp level on CRM. We are finding it challenging to take it directly from CPQ quote lines due to multiple records for a single product (i.e. no hygiene on quote lines). Using Salesforce for both CRM and CPQ Any suggestions appreciated. Happy to connect via text/call. Thanks!

Zeina Marcotte
Zeina Marcotte

LinkedIn Senior Director, Strategic Accounts - LMS Sales Operations • 8mo

In order to forecast at the product level, you’ll need historical bookings broken down by product and/or open pipeline data by product on opportunities in your CRM.Below ...
939 Views
Ignacio Castroverde
Ignacio Castroverde

Cisco Senior Director, Global SMB & Mid-Market Sales Acceleration and Program Office • 10mo

Short answer: you don’t need a full-time data engineer to start—but you do need the skills.Start lean:A strong analytics/generalist engineer + RevOps can stand up the bas...
539 Views

What should I do when I don't agree with the feedback from my boss?

I get a lot of critical feedback and I don't always know what to do with it or how to improve.

Brian Vass
Brian Vass

Billtrust Vice President of Revenue Operations • 3y

That's a tough one. A few ideas: Thank your boss for the feedback and ask him/her for suggestions on how to improve. Ask for specific examples. Ask "what are others ...
2,150 Views