Service · Sales
Sales Operations
A forecast without data is a hope. With decimal places.
Setting up and running the steering of sales: pipeline and forecast routines, KPIs, territory and target planning and CRM data rules. The result is reliable sales figures and a steering routine management can use.
Usual
What you often get
Every salesperson estimates their own deals, and the total is called a forecast. The CRM holds opportunities nobody has touched in months. And meetings are spent arguing about numbers instead of customers.
IntoOps
What you get from us
An opportunity means the same to everyone, because stages and criteria are shared. The forecast comes from data and is regularly checked against actuals. Our CRM systems specialists set up the technology; we run the routine with you.
Service components
5 components. Each one available on its own.
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Pipeline stages, forecast method and review routine.
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Agreed sales KPIs and regular reports for management.
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Territories, quotas and capacity planning for the sales team.
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Data rules, hygiene routines and usage standards for the CRM.
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Calculating and documenting variable pay for sales.
What you'll have at the end. Results you can check.
- A written forecast method with rules for how much weight each opportunity carries.
- A KPI report for management and sales leadership, straight from the CRM data.
- Territories and targets per person, traceably derived from potential and capacity.
- Written CRM rules: which fields are mandatory and who maintains what, when.
- A traceable commission calculation, handed over to your payroll.
When you need this. And how you'll know.
- You're building a sales function and want clean figures from the start.
- The forecast is regularly off, and nobody knows why.
- Your CRM gets updated when someone has time, which is rarely.
- Territories and targets have grown historically and no longer fit the team.
- Commission calculation is manual work and regularly ends in arguments.
Rarely alone. Never bundled.
Sales Operations is usually part of a wider engagement, often alongside these services. You can still ask for Sales Operations on its own.
Shows up in these initiatives.
You don't need a whole initiative to get Sales Operations. These examples show where the service is often needed.
Good questions. Straight answers.
Does even a small sales team need sales operations?
Yes, just on a smaller scale. Even a few salespeople need clear stages and an honest forecast. At the start, a well set-up CRM and a fixed routine are usually all it takes.
Can you run sales operations on an ongoing basis?
Yes. We maintain data, prepare reviews and deliver the reports, month after month. If the figures point to a deeper problem, we move on to sales optimisation.
Does this call for a new CRM?
Usually not. The problems rarely lie in the tool and more often in rules and habits. Only once it's clear what needs steering is it worth asking about the system.
Do you calculate commissions too?
Yes. We work out variable pay according to your rules and document every step, so every figure can be traced. Payment runs through your payroll.
Does this work across several countries or entities?
Yes. Shared stages and KPIs apply everywhere, and local specifics get their space. For analysis across all units, we bring in data analytics & business intelligence.
Proof first. Contract second.
In the free Initiative Check, we listen for 45 minutes and ask the questions that usually only come up after the contract is signed. Then you get a short written assessment: what we see, how we would go about it and roughly what it would take.
No obligation. And if we're not the right fit, we'll tell you.
Or write to us at hello@intoops.com.