Here's how you can enhance productivity by optimizing your daily routines as a sales operations professional.

Knowing the things you don't have to do is a key to staying productive. It would be a good habit to maybe list what you don't have to do every day - cancelling out them will reduce your distractions. A good way to probably help in your prioritization skills is to tie a value (monetary value ) to the tasks . It's a personal trick I use to help me focus on the very important tasks .

Using an Agile methodology framework and project management tool is the core to stay balanced in any role in Sales Operations. Having a process and methodology that you adhere to will support you in getting the work you want done in a timely and cohesive manner.

This is not only applicable to SalesOps. Whichever work function you're in, always identify the mundane, repeated tasks, outline them and ask, how can I make them run by themselves? Be friends with Zapier, Make.com any built-in workflow automation from your tool stack, and more. Start simple with a 2-step "if this, then that" equation if you are unsure where to start. Slowly you'll identify more triggers and actions and expand those automation. Without you knowing, you're already saving significant amount of time.

One recommendation that I share with my RevOps coaching clients is to block off time on their calendar to do "heads down" focused work. This is the time reserved for deep and creative thinking, which is necessary for us to design the best solutions. Depending on how you like to work, this can be an hour or two every morning or every evening - or maybe it's 1/2 a day every Friday - or whatever works best for you personally and for your business. I like to block Fridays as "no meeting" days so I have reserved time to do work. Not only does this give me a time block to work, but also gives me some "mental relief" during the week when things pile up -- just knowing that I have that time available can help with stress too!

Blocking slots is very useful if you make sure that you don't block your entire calendar ??. People with super busy calendar may feel some stress out of that and will start receiving emails from others asking for time slots due to blocked calendar

It's Sales Operations place to be managing the Sales Operations project in the CRM. If it's about time management, having a Well maintained CRM is the goal - but it is also in the job requirements to do this. A good Sales Operations person should be working in a project management tool full time.

It's quite likely that what we're going through isn't unique to us. Often, we're in the same workspace or industry as others, and many people run similar functions and face similar issues. You'll often find many tips and tricks online, and sometimes you can even turn to generative AI for learning. While we can't blindly trust everything AI generates, it can be a good starting point for drafting ideas on how to automate certain processes, allowing us to learn and improve.

Routines are born from habits. And, hopefully, you have good habits. It flows like this: Habits -> Routines -> Processes -> System(s) But it all starts with building good habits. Most good habits are difficult at first. This is why building your resilience is so important. Resilience will help you do the things you don't want to do. And that resilience will separate you from the rest.