Deal Desk. Establish a Deal Desk which includes ensuring quotes, order forms, agreements and other documents that are delivered to customers/prospects are professional and according to Datical templates/brand; Assisting with design and presentation of deal/proposal structure; Monitoring pricing and pricing trends.
Salesforce.com. Own all Salesforce.com administration and project prioritization. Configure and customize Salesforce.com to include reports, dashboards, territory realignments, user additions/removals, per processes and business needs. Engage in consistent data clean-up and Salesforce.com policy education and enforcement.
Forecasting. Assist sales leadership in the sales forecasting process and help improve forecasting accuracy through better use of Salesforce and other analysis. Track forecasting trends.
Analysis and Reporting. Assist sales and company leadership in identifying various sales KPIs. Develop various KPI and revenue related reports and analyze data and trends to inform business decisions, focus, and action.
Business Planning. Refine customer segmentation, assist with territory management, and help create a plan to enhance renewal and upsell processes.