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1 Level
820 Review
63 Karma

Review on Sales BQ by Jay Arnold

Revainrating 5 out of 5

Pleasant experience managing client outreach & communications

The ability to see what is working well for my clients when it comes time do set up meetings with them using our SaaS platform has been great! I've also enjoyed being able learn new things about how we can improve upon this process as an organization moving forward so that more people feel like their needs will be met by us going into future engagements/sales cycles.- Not much at all honestly but nothing specific either way really other than just knowing where you stand within your org structure - not sure if there's anything else specifically worth mentioning here? We're looking ahead towards next year's budget planning cycle which includes forecasting upcoming opportunities (new customers) along side setting expectations of current customer retention rates etc.

Pros
  • Ability turn data from several sources in Marketing Automation Platforms, SFDC Quants / Analytics Dashboards & Lead Management Systems..into actionable insights suchas lead nurture templates or pipeline reports
Cons
  • Some difficulties