What do you do if you need to choose new technology for Sales Operations?

Do the needful by conducting a thorough assessment of your current Sales Operations processes & pain points. Identify areas where existing systems are falling short, inefficiencies are hampering productivity, or data silos are hindering effective decision-making. This analysis will help you understand the specific requirements & prioritize the features and capabilities you need in the new technology. According to a recent study by Forrester Research, 47% of sales organizations cited improving customer experience as their top priority, followed by increasing sales productivity (42%) & accelerating revenue growth (39%). Understanding these priorities can help you align your technology selection with your organization's overarching goals.

1. Identify Needs and Goals: Start by identifying the specific needs and goals of your sales operations team. Determine what challenges you're facing, areas for improvement. 2. Research and Evaluate Options: Conduct thorough research to identify potential technology solutions that address your identified needs. 3. Gather Stakeholder Input: Involve key stakeholders from sales, marketing, IT, and other relevant departments in the decision-making process. 4. Demo and Trial Period: Schedule product demonstrations and request trial periods for the shortlisted solutions. 5. Consider Integration: Assess how the new technology will integrate with your existing systems, such as CRM software, marketing automation tools, and ERP systems.

Once needs are identified, research available technologies for Sales Operations. Studies show that 87% of companies believe technology is crucial for Sales Operations success. Evaluate features, compatibility, and user feedback. According to Gartner, 42% of companies report increased sales productivity after adopting new technologies. Choose solutions aligned with your goals for enhanced efficiency and performance in Sales Operations.

Conduct extensive research on the available solutions in the market. Analyze case studies, customer reviews, and industry reports to understand the strengths and weaknesses of each solution. Consider factors such as scalability, user experience, mobile accessibility, and data security. According to a survey by Software Advice, 52% of businesses cited ease of use as the most important factor when evaluating sales technology solutions.

It’s critical to make the selection process objective. Creating a rubric with the set of features, prioritized, including dealbreakers, should be a first step. Getting each stakeholders’ requirements across different departments such as IT, security, compliance, sales, marketing, etc. is important. Once the rubric has been established, a core team of folks making the evaluation should be selected, led by the revenue operations leader. Going down this road helps to take the emotional decision making out. People get emotional about tools and it kind of becomes a do you like Coke or Pepsi thing? Absurd right? Deal breaker: Does this FULLY integrate with your CRM and not require custom dev work? The answer is no, move the heck on!

Consulting your team is crucial when choosing new technology for Sales Operations. Research indicates that 75% of employees feel more engaged when their input is valued. Gather insights on pain points and desired features. According to McKinsey, companies with engaged employees outperform others by 147% in earnings. Involving your team fosters buy-in and ensures that chosen technology meets their needs, enhancing adoption and success in Sales Operations.

When selecting new technology for Sales Operations, follow a structured approach. Research shows that 57% of companies have improved efficiency through technology adoption. Start by identifying specific needs and objectives. Consult with team members to gather insights and preferences. Evaluate available options based on features, compatibility, and user feedback. According to Gartner, 72% of companies plan to increase investment in Sales Operations technology. Choose a solution that aligns with your goals, ensuring enhanced efficiency and performance.