WEBINAR SERIES:

Are Your Sales Ops Healthy?
4 Issues to Cross Off Your Checklist

Next session on May 31, from 1:00 PM to 1:30 PM ET

Listen to an overview of the presentations (60 seconds)
 

When evaluating the effectiveness of their sales ops department, organizations often realize that sales ops is trapped by the need to constantly react to tactical and strategic responsibilities, and that its efficiency is suffering in the wake of this balancing act.
How can you respond in a way that enables your sales ops department to increase productivity and deliver consistently and promptly on their obligations?

In this webinar series, our sales ops experts will discuss the four pillars of healthy sales operations: data, analytics, tools, and processes.

Get advice on achieving data cleanliness and accurate forecasting, and learn how automating processes fosters efficiency across sales operations.
Register for this four-part series:

  • Part 1: Analytics. Driving Accurate Sales Forecasts
  • Part 2: Data. Taming the Beast of Bad Data in Sales
  • Part 3: Tools. Driving Sales Ops Efficiency Through Unified Technology
  • Part 4: Processes. Reassessing Your Sales Ops Capabilities
Webinar Series Registration
WEBINAR SPEAKERS
Michael Anderson
OPTYMYZE
Sales Consulting Manager
Mike has over 10 years of experience partnering with over 50 companies to develop best practices for improving sales results through empowering sales forces and improving the effectiveness of compensation plans and administrators.
Michael Anderson
OPTYMYZE
Sales Consulting Manager
Mike has over 10 years of experience partnering with over 50 companies to develop best practices for improving sales results through empowering sales forces and improving the effectiveness of compensation plans and administrators.
Mihai Popoaca
OPTYMYZE
Senior VP, Professional Services
Mihai has more than 17 years’ experience delivering business results for clients, with a focus on ongoing, successful relationship management through the design and implementation of dynamic sales performance systems.
Peter Bretz
OPTYMYZE
Senior Consultant
Pete brings 10 years of experience managing sales compensation solutions and workflow software with a focus on the customer experience.
Pete redesigned an inefficient and outdated workflow tool to reduce operational management efforts by 40% for a large financial services customer.
Jean Chang
OPTYMYZE
Director of Professional Services
Jean has 15 years of experience working with clients to deliver efficients sales operations and sales performance management solutions.
Jean helped clients eliminate legacy systems for data staging and integrate data from over 30 sources, including automated data validation and license and registration checks.
Stephan Millard
OPTYMYZE
Director of Product Marketing
Stephan has over 12 years experience in working with both leading HR & sales performance management technologies.
With experience as both an industry analyst at Ventana Research and currently leading product marketing for Optymyze, Stephan has a deep understanding of the benefits of today’s HR and SPM technologies and the challenges these technologies still face.
Peter Bretz
Senior Consultant

Expertise:
Sales Ops,
Sales Comp,
Agile Methodologies.
Jean Chang
Director of Professional Services
Expertise:
Sales Ops,
Sales Performance Management,
Data Integration.
Stephan Millard
Director of Product Marketing
Expertise:
HR & Sales
Performance
Management.
Michael Giordano
Product Evangelist
& Client Advocate
Expertise:
HR,
Sales Hiring.
Peter Bretz
Senior Consultant
Expertise:
Sales Operations,
Sales Compensation,
Agile Methodologies.
Jean Chang
Director, Professional Services
Expertise:
Sales Operations,
Sales Performance Management,
Data Integration.
Stephan Millard
Director, Product Marketing
Expertise:
HR & Sales
Performance
Management.
Michael Giordano
Product Evangelist
& Client Advocate
Expertise:
HR,
Sales Hiring.
Adam Polaszewski
Marketing Director
Expertise:
B2B Demand Generation, Marketing Operations.
Webinar Series Sessions
Part 1 - Analytics:

Driving Accurate Sales Forecasts

April 19, 1:00 – 1:30 PM ET Webinar On-Demand

Forecasting is a core function of sales ops, yet according to recent research by the Sales Management Association, accurate forecasts are produced by only 23% of sales organizations.
How can you improve your sales forecasting and leverage it towards better sales compensation and business outcomes?

In this session, Pete Bretz, Senior Consultant at Optymyze, will discuss the best practices to follow in order to achieve accurate forecasting:

  • Predictive sales analytics and metrics
  • Processes automation
Part 2 - Data:

Taming the Beast of Bad Data in Sales

May 3, 1:00 – 1:30 PM ET WEBINAR ON-DEMAND

The ability to make responsible sales management decisions depends on accurate, reliable data. Just like many other organizations, yours might still struggle with collecting clean data and making it available in a timely way to those whom it is most valuable.
Even if you have achieved the data-collection challenge, you may struggle to package that data in a way that provides easy-to-interpret, actionable insights to your organization’s decision-makers.

In this session, Jean Chang, Director of Professional Services at Optymyze, will share best practices for data cleanliness and for leveraging strategic data insights:

  • Automated sales data collection and transformation
  • Sales analytics
  • Increased visibility into performance
Part 3 - Tools:

Driving Sales Ops Efficiency Through Unified Technology

May 17, 1:00 – 1:30 PM ET WEBINAR ON-DEMAND

Sales ops efficiency is influenced by how effectively sales organizations are able to balance administrative and strategic responsibilities.
With unified technology, sales ops can consolidate tasks onto a single platform driving efficiency and leveraging strategic data insights.

In this session, Stephan Millard, Director of Product Marketing at Optymyze, will share the benefits of unified technology for sales operations processes:

  • Improvement in sales planning efficiency
  • Increased accuracy of territory sizing, quota allocation, and incentive allocation
  • Increased accuracy of data modeling and forecasting

Part 4 - Processes:

Reassessing Your Sales Ops Capabilities

May 31, 1:00 – 1:30 PM ET REGISTER

The sales ops department has a lot on its plate, with reporting, analytics, and forecasting among the top responsibilities it must fulfill.
In recent research conducted by the Sales Management Association, however, a significant number of organizations report that their sales ops group is understaffed, especially when it comes to more strategic obligations.

How do you improve your sales ops’ capabilities so that it remains an influential, high-value function within the company?

With over 25 years of experience in this industry, our consultants will discuss our Sales Operations as a Service Model, how it can add key capabilities and improve existing ones in order to refocus sales operations on its strategic role.

Challenge 5:

How Do I Manage Territory Updates to Increase Productivity?

Aug 16, 1:00 – 1:15 PM ET REGISTER

Making updates to territories is a complex task that impacts your cost of sales and sales ops overall.
How do you handle these changes to increase sales productivity?
Our sales ops experts are revealing how you can manage territories to maximize sales results by:

  • automating incremental changes on an ongoing basis,
  • implementing clear parameters for reviewing changes,
  • moving prorated quotas and baseline sales,
  • establishing clear, timely communications.
Challenge 6:

How Do I Manage Territory Updates to Increase Productivity?

Aug 16, 1:00 – 1:15 PM ET REGISTER

Making updates to territories is a complex task that impacts your cost of sales and sales ops overall.
How do you handle these changes to increase sales productivity?
Our sales ops experts are revealing how you can manage territories to maximize sales results by:

  • automating incremental changes on an ongoing basis,
  • implementing clear parameters for reviewing changes,
  • moving prorated quotas and baseline sales,
  • establishing clear, timely communications.
Challenge 7:

How Do I Manage Territory Updates to Increase Productivity?

Aug 16, 1:00 – 1:15 PM ET REGISTER

Making updates to territories is a complex task that impacts your cost of sales and sales ops overall.
How do you handle these changes to increase sales productivity?
Our sales ops experts are revealing how you can manage territories to maximize sales results by:

  • automating incremental changes on an ongoing basis,
  • implementing clear parameters for reviewing changes,
  • moving prorated quotas and baseline sales,
  • establishing clear, timely communications.
Challenge 8:

How Do I Manage Territory Updates to Increase Productivity?

Aug 16, 1:00 – 1:15 PM ET REGISTER

Making updates to territories is a complex task that impacts your cost of sales and sales ops overall.
How do you handle these changes to increase sales productivity?
Our sales ops experts are revealing how you can manage territories to maximize sales results by:

  • automating incremental changes on an ongoing basis,
  • implementing clear parameters for reviewing changes,
  • moving prorated quotas and baseline sales,
  • establishing clear, timely communications.
Challenge 9:

How Do I Manage Territory Updates to Increase Productivity?

Aug 16, 1:00 – 1:15 PM ET REGISTER

Making updates to territories is a complex task that impacts your cost of sales and sales ops overall.
How do you handle these changes to increase sales productivity?
Our sales ops experts are revealing how you can manage territories to maximize sales results by:

  • automating incremental changes on an ongoing basis,
  • implementing clear parameters for reviewing changes,
  • moving prorated quotas and baseline sales,
  • establishing clear, timely communications.
Challenge 10:

How Do I Manage Territory Updates to Increase Productivity?

Aug 16, 1:00 – 1:15 PM ET REGISTER

Making updates to territories is a complex task that impacts your cost of sales and sales ops overall.
How do you handle these changes to increase sales productivity?
Our sales ops experts are revealing how you can manage territories to maximize sales results by:

  • automating incremental changes on an ongoing basis,
  • implementing clear parameters for reviewing changes,
  • moving prorated quotas and baseline sales,
  • establishing clear, timely communications.
Challenge 11:

How Do I Manage Territory Updates to Increase Productivity?

Aug 16, 1:00 – 1:15 PM ET REGISTER

Making updates to territories is a complex task that impacts your cost of sales and sales ops overall.
How do you handle these changes to increase sales productivity?
Our sales ops experts are revealing how you can manage territories to maximize sales results by:

  • automating incremental changes on an ongoing basis,
  • implementing clear parameters for reviewing changes,
  • moving prorated quotas and baseline sales,
  • establishing clear, timely communications.
Challenge 12:

How Do I Manage Territory Updates to Increase Productivity?

Aug 16, 1:00 – 1:15 PM ET REGISTER

Making updates to territories is a complex task that impacts your cost of sales and sales ops overall.
How do you handle these changes to increase sales productivity?
Our sales ops experts are revealing how you can manage territories to maximize sales results by:

  • automating incremental changes on an ongoing basis,
  • implementing clear parameters for reviewing changes,
  • moving prorated quotas and baseline sales,
  • establishing clear, timely communications.