▲ 6 r/CRM

Best tools for managing enterprise deals across sales, cs, and product?

Right now we are mid market moving up into true enterprise but lately we have been dealing with some issues. Every large deal turns into a mini project and there isn't a certain way to see this.

In crm, sales is tracking stages and commercials then cs is tracking onboarding, risk, and adoption somewhere else.

When the customer asks a simple question like where are we on everything we agreed it becomes a 3 person project, so i want to hear from you.. what are the best tools you ended up using to manage enterprise deals across sales cs and product without everything turning upside down?

Something that has actually held up once you have a few seven figure deals in flight at the same time.

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u/Key-Milk-1570 — 1 day ago

What revenue enablement software is your team using?

Lately our revenue team has grown faster than our systems and now it shows. This is something we didn't expect to happen this fast. In our situation we have decent crm, separate tools for call recording and training, then a folder jungle for decks and case studies. Reps keep improvising because they can't find what they need, new hires ping everyone for links and managers chase people for updates that live in five different places.

It is not totally broken but it feels like we are doing way too much manual work to get basic visibility on who is ready, what content works and what is actually being used in live deals so i am trying to understand what other teams have settled on.

Whatever that was useful, let me know.

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u/Key-Milk-1570 — 10 days ago

Turning messy HR data into clear insights for executive leadership presentations

our board meeting is next week and the CEO wants a comprehensive analysis of our global workforce health, talent distribution, and budget efficiency. The problem is our data is scattered across three different platforms and trying to connect the dots to find the actual "story" behind the numbers is driving me insane. I don't want to present generic, boring dashboards that don't reveal real insights.

How do you synthesize complex people data for executives?

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u/Key-Milk-1570 — 1 month ago

Any sales proposal tips that helped you win larger deals?

I might be overthinking this but..

I sell a b2b service nothing crazy mid ticket retainers anyway. All my wins so far have been with small companies where the owner is the only decison maker. We chat, i send something simple, they say yes or no.

Now, i want to move up and go after larger deals, Bigger contracts, multi team projects.. that kind of thing. The problem is that i have zero idea what a real sales proposal on that level is supposed to look like. Right now, my proposal is basically a dressed up invoice:

  1. Intro paragraph
  2. Bullet list of what i will do.
  3. Monthly price.
  4. Terms.

That is it. It is okay when the person reading it is the same i sold on the call. When there are more people involved, it feels thin like i'm hoping they remember everything i said and fill in the gaps for me.

I keep hearing that the proposal should be a selling document on its own, something that can walk around a company without me in the room but i have never seen that done well in my own world so i am kind of guessing and right now it feels like there is a wall between the deals i am used to and the deals i want and that wall is basically me not knowing how to write something that makes a bigger company think.

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u/Key-Milk-1570 — 2 months ago

How do you keep track of a competitor's hidden beta features or unlinked landing pages?

I’m in a bit of a chess match right now with our primary rival. They are notoriously secretive. They don't post public change-logs, they don't do press releases and their public homepage hasn't changed in six months But here's the thing:

One of our churned users told us they left because this competitor invited them into a closed beta for a completely redesigned workflow automation tool. Apparently, they are hosting the beta on-boarding on a specific sub-page of their main site but it's completely unlinked from their main navigation menu.

Short of manually typing in variations of /beta, /v2, /app-new into my browser bar every week, how on earth do people find out when a competitor spins up new, quiet landing pages or updates hidden directory paths on their domain? I feel like i am completely flying blind while they build a massive feature drop right under my nose. Is there a way to automate monitoring a domain for new page variations or hidden sub-page copy updates without losing my mind?

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u/Key-Milk-1570 — 2 months ago

Will "enough" be enough ever?

I keep coming back to this idea of "enough," but i'm realizing it's harder to define than just owning fewer things.

Like have you ever given this a thought that very few people in the world embrace the idea of minimalism and most of the world is running on the idea that if you are successful, you're going to need to look successful too by owing fancy and materialistic things. Consumerism is a problem but the bigger problem is that the idea of having less then someone makes people go crazy. Will anyone would want to be a person who say's "Yeah, that's all i wanted and it's enough and now i'm satisfied"? I hope i am that person who says that.

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u/Key-Milk-1570 — 2 months ago
▲ 22 r/Hobbies

What hobby helped you break out of the work-sleep-repeat cycle?

I work a pretty standard 9-5, and after that, i'm so tired that i know that the instant i lay on the bed even just for rest.. i'm going to sleep.. and it's been happening for a few weeks now.. i don't want my job to stop me from doing other things.. for people who are working a 9-5, what is your favorite hobby or a thing that you do to chill after a stressful day at work.. How do you relax?

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u/Key-Milk-1570 — 2 months ago