How Retool's RevOps team saves 5-7 business days per month on sales operations скачать в хорошем качестве

How Retool's RevOps team saves 5-7 business days per month on sales operations

The Revenue Operations team uses several Retool applications to deliver high quality operations that scale in domains such as sales forecasting, lead routing, month-end close, and data observability. You'll learn how we used Retool to: Increase reporting flexibility for growing teams Improve SFDC data integrity Reduce tabs for the sales team Join Retool’s Adam Louie (Revenue operations manager), Devon Groff (Associate sales engineering lead), Jonathan Krangel (Revenue operations lead), and Kevin Whinnery (Head of DevX) as they discuss how Retool uses Retool to improve our sales processes. Adam built the Sales forecast prototype within a few days, but one of the great things about Retool is the ability to iterate quickly over time. I've released a ton of non-disruptive updates to the app as our process/team changed since last year. The sales team/management says that this app saves them 1-2 hours per week. Devon built the Associate Sales Engineering (ASE) dashboard and Top of Funnel Metrics Dashboard. Retool’s ASE Dashboard allows our ASE team to research, enrich, and engage hundreds of Retool signups in a personalized way each week. We get back 2-3 hours per week to refocus on engaging users. Retool’s Top of Funnel Metrics Dashboard gives our GTM teams insight into the companies we’re talking to, the outcome of our conversations, and our historical performance as a team.