Sales Ops is a vital function for lowering the risks Sales management face with their operation.  Through improved methodologies, processes and reporting, management will have a clear vew of where successes are being attained and where there are issues that need to be addressed.  SandOaks vSalesOps services bring a broad range of deliverables

Sales Ops Audit

SandOaks audits your Sales Ops department to ensure that industry best-practices are being used.  This review will provide a picture of where improvements can be made to ensure you maximize deal revenue, pricing and pipeline visibility.

Sales Structure

Our professionals work with your team to design all or segments of your sales teams. We layout territories, define and set goals and quotas, design and implement compensation plans and implement the hiring plan to staff your team.

CRM

SandOaks provides customers with either your existing CRM or a customized new CRM system.  We are experienced with implementing and configuring these systems such that they meet all of your functional needs, from management through sales execs to partners.  Reports and dashboards are designed and tested, sales stages and forecasting is set up and operationalized via training throughout your sales team.  Optionally, we will preload your CRM database with a copy of our enterprise software contacts.

Sales Operations

We work with you to set up your sales operations function, managing the flow of leads and solution quotations.  We will design your territory review and forecasting systems, so that your management has a complete understanding of the sales pipeline and your sales execs are not overly burdened with endless or pointless meetings.

SandOaks as your Sales Ops Team

For some customers we operate as their sales ops team working with their sales teams and executives, for others, we operate with our sales team, under the Makena Software brand, to represent your products and services to the marketplace.