Sales Ops Services
Rekener’s Sales Ops Experts Can Power Up Your Team When You Need It Most
"WOW what a great company to work with"
"Not only [does Rekener] make great suggestions for set up based on their experience, they went out of their way to customize every single thing to meet our exact needs. They spent quite a bit of time finding out what our workflow and processes were and how our data sets are configured in SFDC to best leverage our existing data to make it even more meaningful."
- Heidi Whisman, VP Commercial Applications, Eye Care Leaders
If you're looking to power up your sales ops efforts, consider working with Rekener. We'll leverage our extensive operational expertise and powerful Customer Data Platform to help you. We'll scope our services to meet your needs. Here's what we do:
Identify Process. We learn your sales and marketing motion and recommend a process for tracking key activities.
Implement Process in CRM. Based on your process, we implement fields and workflows in Salesforce and HubSpot CRM to automate and support the process.
Identify KPIs. We break down your sales process and identify the KPIs needed to assess each rep from top to bottom of funnel. We pull from best practices used across many of the fastest growing companies in SaaS.
Implement KPIs in Scorecards. We build custom metrics into your Scorecards to track the KPIs that are most meaningful. Metrics can be specific to roles, segments or other categories.
Custom Managed Scorecards. Fully tailored and managed Sales Rep Scorecards. We meet with your segment leads on an ongoing basis to continually surface recommendations, and update Scorecards to suit your needs.
Sales Analytics. We analyze performance by rep, team, segment or overall. We recommend areas of opportunity, as well as ways to improve process or instrument KPIs further.
Sales Manager Training. We work with your managers to train them on the Rekener framework for running effective one on ones. We review your custom scorecards with managers and explain how to use each KPI to assess their reps.