In Sales Operations, data is the name of the game. How well it’s segmented, interpreted, and acted upon defines your success as a modern sales organization. Thankfully, there’s a home for your sales data – a starting place that was built with the Sales Operations process in mind. That home is Salesforce.
While this CRM technology is crucial, it still takes some finesse to fully and appropriately integrate your modern sales engagement process with Salesforce. From gathering your data, to cleaning it and reporting on it, each step impacts how easy it is for your sales team to reflect on their performance.
Let’s take a look at the three steps to mastering your sales data in Salesforce: