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Sales operations: What it is and why you need it

Sales operations refers to any tool, plan, or training your company uses to enable its sales staff to deliver their best work. It may seem like a vague term, but having a clear sales operations plan can greatly increase the success of your sales team. Below, we’ll explore the details of sales operations and how this flexible methodology can deliver some serious benefits to your company.

Travel chatbots: top examples that travelers and businesses love

How are travel companies performing today when it comes to support? In a recent experiment covered by NASDAQ, customer service quality was tested and measured across 3,000 of the top global travel and hospitality brands worldwide. Let’s just say there’s lots of room for improvement. To remove stress and surprise and delight customers with effortless experiences, companies are adopting AI-powered travel chatbots to engage with guests at every step of the customer journey.

What is a sales budget? Use, example, and purpose

Every company needs a sales plan. Without a plan, it’s easy to lose track of sales goals, lose momentum, and ultimately, lose money. Sales budgets can help—they make it easier to form concrete sales plans and greatly simplify sales management. In this article, we’ll cover what a sales budget is, why it’s important, and how to best create one for your business. We’ll also explore a few examples of sales budgets for different tracking periods.

How to create a sales report (+4 free templates)

Are your sales reps on track to meet sales goals? What led to a bad quarter, and how can you fix it? Do you have enough prospects in your sales funnel? Answering these questions without accurate data is impossible—this is where sales reports come in. They detail all sales activities and offer key insights, helping sales managers plan ahead and build sales strategies. But the way sales leaders create their reports matters.

Creating a sell sheet: Sell sheet examples, template, and design

In a perfect sales world, there would be enough time and resources to give a relaxed, in-person sales presentation to every single prospect. There’d be coffee and bagels, and you’d have the chance to lay out every detail of your company and products. Unfortunately, that’s rarely the case. Because time and resources are scarce—and you may be reaching out to hundreds of prospects in a short amount of time—a solid sell sheet is a must.

How to lead a digital transformation

​​When the pandemic first disrupted business as usual, Zendesk was one of the earliest adopters of the new normal. “I think we were one of the very first organizations to make the decision that all of our sales were going to be 100 percent remote indefinitely,” says Monica Telles, VP of Zendesk Sell.

Customer success vs. customer experience: What's the difference?

How are customer success and customer experience different? If you don’t know the answer to this question, you’re certainly not alone. The two concepts are often confused because there are some similarities and overlaps. Though they’re both customer-centric roles, customer success and customer experience teams perform distinct functions.

What does digital trust look like today?

An interesting thing happened over the last year or so when social division, misinformation, and mistrust was blossoming around the world: Businesses became the most trusted source of information. Edelman’s 2021 Trust Barometer shows the public trusts businesses over Non-Governmental Organizations, Governments, and the media. Despite the concern some have over AI and data gathering on customers, companies are still coming out on top.

What is social selling? Definition, index, and examples

Social selling has impacted the market ever since we started trading products. A gentleman in 1600s Italy could visit a family member, adore their new statue, and ask where they got it. Market analysis indicates that consumers influenced by social media are four times more likely to spend more on purchases. That’s over standard advertising. With the market shifting, it’s essential that your company has a strong handle on the social market and how to use it to your advantage.