Ask any RevOps professional to describe their day-to-day, and they will almost certainly tell you about a project involving Salesforce. It seems each day brings with it new (and always urgent) needs from GTM teams, which get RevOps started down a rabbit hole of tweaks and fixes of dependent processes. It turns what on the surface seems to be a relatively simple task into days, weeks, or months-long projects.
How did we get here? While Salesforce offers a host of guides and tools designed to teach you how to build on Salesforce, they didn’t provide a guide for what to build.
At Sweep, we define a funnel (AKA a business process) with five main building blocks, outlined below (each of which will get special attention in a future post). When thinking about what to build, how to configure the right funnel for your team, make sure that you consider and define each of the following:
In the next five posts in this series, we’ll cover each of these questions, to help you design the right funnel for you.