Avoid the New Perils of CRM

Summary In today’s volatile economic landscape, where layoffs are rampant in every major industry, banks (like Silicon Valley Bank) are failing, and venture capital is harder and harder to come by, the need for efficient revenue programs has never been more urgent. Businesses are scrambling to adapt to new buyer’s journeys, which have undergone significant …

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CRM Done Right in the Era of Artificial Intelligence

Summary In 2004, Harvard Business Review published an article titled “CRM Done Right,” which distilled the experiences of CRM leaders into four pivotal questions. Nearly two decades later, as we navigate the AI era, it’s time to revisit these questions and evaluate their relevance in today’s context. The original questions were: “Is it strategic?”, “Where …

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Personal Sales Planning and The Scientific Method (for SDRs and AEs)

Hope is not a plan, and yet, ‘work harder’ and ‘do more’ (in less time) is the frequent mantra of sales managers to individuals on sales and customer success teams.  These unrealistic expectations lead to employee attrition and lower productivity while managers are still left without clearly understanding what’s required to hit revenue targets predictably.  To …

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Reflect Your Sales Strategy in your Scorecard and OKRs

Every year, the best startups set their sales strategy for achieving predictable revenue and/or hyper growth by translating their plans into metrics.  These are typically represented in the form of a scorecard with objectives and key results (OKRs) that are translated into a management dashboard.  For SaaS organizations, there are four levels of sales metrics: Business Results: wholly unmanageable …

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9 Lessons for Creating a Winning SaaS Startup Sales Culture

High performance sales culture doesn’t just happen.  You have to be deliberate and consistent and communicate about it. At Xamarin, we built a sales team of 110 with a 5-star Glassdoor rating, less than 3% turnover, and we grew our business at an insane pace (triple, triple, double, double baby!) culminating in a tremendous exit when we …

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Develop Your SaaS Growth Model and Plan

Your growth model is the backbone of your business plan, and the foundation for building your sales organization.  Your goal is to understand your growth drivers and interdependencies, to connect the dots so to speak, between inputs (investments) and desired outcomes (units and revenue). As your company gains traction, you need from shift from a simple, linear investment model …

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