Enjoy better planning with key features that also serve as an early warning system for pipeline quality and quantity issues.
Run more productive sales meetings and improve inspection with data that goes beyond won/lost.
Conduct better performance reviews for improved feedback and engagement from reps and managers.
Get a data-driven QBR template to help you focus on gap-to-goal conversions and planning instead of gathering data.
The Sales Operating Cadence (SOC) is the rhythm of your business. It is a series of meetings and checkpoints throughout a quarter. When executed correctly the impact will be: improved rep productivity, better pipeline management, and less surprises.
Ops-in-a-Box includes out-of-the-box dashboards and reports to help you implement and run the Sales Operating Cadence.
Run more productive meetings. The daily opportunity snapshots in Ops-in-a-Box let you drill down to just the changes that occurred since your last meeting. Improve inspection by going beyond won/lost metrics and focus more on storytelling to inspire your reps – enabled by in-depth data and insights.
Conduct business reviews with a built-in data-driven MBR/QBR template, allowing you to focus on gap-to-goal conversions – and keep your reps focused on developing plans rather than collecting data. With the powerful functions and analytics in Ops-in-a-Box, you’ll have everything and more needed to capitalize on the better parts of your team’s performance and generate actionable solutions.