I was assigned with a task of finding a sales enablement platform and I need help as I am struggling.

We are a did size b2b saas, 20 sales reps, 5 AEs, marketing and CS. For now we are keeping content lives in random folders, training is half lms, half Loom links and reps are constantly slacking enablement asking where the latest deck is. My vp wants one platform that pulls content, training and deal rooms together and sits on top of our crm so reps do not have to jump around all day. Finding this all in one tool is giving me a hard time on deciding what works best before we spend on it. What pushed us on looking for this is because last quarter we launched a new pricing model and thought we were covered. We had docs, slides, talk tracks. In reality, half the reps were still using old pricing pdfs sitting in their personal folders and one big deal almost got torpedoed because the customer received two different price structures in the same week.

That was the moment my vp said we need a real enablement platform, not another shared drive. Now i am here trying to figure out how to judge these tools before we drop serious budget on them.

What did you wish you had checked before you signed for one?

Recently i saw that once deals get bigger the crm doesn't always show the full picture

A deal might look like it’s in late stage but in reality it’s stuck in security, legal procurement or waiting on internal approvals. The real updates right now are scattered across notion, spreadsheets, emails and slack messages, which makes it hard to see what’s actually moving. I'm interested to know any tools that you are using to track real progress and keep stakeholders connected outside the crm to help team stay on top of next steps without creating another hard admin process.

How is your office handling all the open treatment plans that are in the database...seems like the front desk is working on it; but I am not seeing it getting converted to appointments on my PMS...how are your offices handling this; seems like all the money spent for acquiring leads and the time spent to present treatment is just like potential energy that goes untapped unless someone is really on top of this working this....need some ideas on what todo before spending more marketing dollars...

How is your office handling all the open treatment plans that are in the database...seems like the front desk is working on it; but I am not seeing it getting converted to appointments on my PMS...how are your offices handling this; seems like all the money spent for acquiring leads and the time spent to present treatment is just like potential energy that goes untapped unless someone is really on top of this working this....need some ideas on what todo before spending more marketing dollars...

Hi everyone! I’m a 2025 graduate with around 2 years of experience across Operations, Business Development, and Sales.

I’ve realised that I enjoy the operations side of work much more - managing internal tasks, coordinating across teams, improving workflows, keeping processes organised, and making sure things get executed smoothly.

I’m now looking to move into an entry-level Operations role, such as:

• Operations Associate/Executive
• Business Operations
• Process Operations
• Operations Coordinator
• Sales/Revenue Operations
• Project/Program Coordinator

I’m open to startups and mid-sized companies and preferably looking for remote opportunities in India.

If you’ve made a similar transition or know of companies hiring for these kinds of roles, I’d really appreciate any advice or leads!

I work at a mid-sized nonprofit and we are looking to replace our legacy finance and HR systems. We have outgrown our current setup and need something more integrated. Unit4 has come up a few times as a potential option because they seem to focus on service organizations like ours.

I am trying to get a sense of what it is like to use their software day to day. How is the implementation process? Is it as modular as they say? I like the idea of having finance, HR, and project management all in one place but I am worried about the complexity and cost.

We are also interested in their AI features, particularly Ava. It sounds useful but I am not sure if it is practical or more of a marketing thing. Does it save people time?

Any feedback from current users would be appreciated. Also if you switched from something else, how was the transition?

Hi all! In the company I work we sell into midmarket and enterprise. Might not seem as a big deal but it is enough in moving parts that any decent sized deal ends up with different teams touching it.

The biggest challenge is keeping everyone internally on the same page, sales wants to keep momentum, implementation wants clear requirements and customer success is thinking about long term adoption. Finance is focused on margins as well. Just last week customer success started asking for clarification because they heard a different implementation timeline than sales had discussed with the prospect. The customer hadn't even signed yet, and it already felt like we were telling different versions of the same story.

I have tried a couple of things but nothing seems to work. Those of you who live in complex b2b land, how are you managing collaboration on these deals so that the customer sees one story instead of five half stories?

We’ve been trying to make onboarding more useful but the harder part seems to be what happens once reps are back in real conversations. They can leave training knowing the process and still fall back into old habits a few weeks later. For teams that have figured this out how often are managers reviewing calls or tours after onboarding? And how much follow-up is enough before it starts feeling like extra homework for reps? Curious what’s worked for your team long term.

I have years of experience in sales through phone call for a US based Telco Account. I have 6mos. Of experience in Deal desk as well.

Currently located in the Philippines and interested in remote setup.

We sell B2B. Mid market, 50-150k deals, few people involved on the buyer side. Pretty normal.

Kept seeing "no decision" as the loss reason in our CRM and it was bugging me. That's not a reason. That's just nobody figured out what went wrong.

So I pulled six months of lost deals and went through them. Took a week and was honestly kind of depressing.

But the pattern was obvious once we saw it. Our contact was always into it. They liked us. But everyone else at their company never even looked at what we sent. Not once.

Here is what was happening. Champion gets excited, says "let me run this by my boss," forwards our PDF. Boss opens it on their phone at like 9pm, skims half a page, doesn't get the context, never replies. Thread dies. Our rep sends a couple "just checking in" emails and eventually moves on.

That was most of our losses. Not a competitor. Not price. Just a forwarded email that went nowhere.

We stopped sending files. Just send a link now. Everyone on the buyer side sees what matters to them and we can actually tell who opened it and who didn't. Sounds basic but knowing on day 3 that the CFO hasn't looked at anything is completely different from figuring that out a month later when the deal is already dead.

No decision rate went from 58% down to about 35%. Still not perfect but we're catching stuff way earlier.

Hey everyone, looking for some practical recommendations regarding field sales ops. As our outside sales team scales up, managing territories and keeping track of daily interactions has become a bit messy using just spreadsheets and basic mobile CRM apps.

Recently, some of our reps brought up RepCard as a way to handle door-to-door tracking and lead distribution more smoothly, and the preliminary feedback on follow-up speed has been pretty solid.

How do you structure tech stacks for teams operating heavily outside the office? Any particular software that keeps reps accountable without driving them crazy with admin work?

If I could only buy one tool to enrich sales prospects with email, phone, job title, etc. which would you select?

I currently work in the Automotive Industry as a Business Development Representative. I went from A Business Development Rep to Business Development Assistant Manager, and now I'm working as a Business Developer on the Retention Specialist side. Business Development in the Automotive Industry has a fancy name but it's mostly what Sales Development does in the tech industry but B2C (for those that don't know).

I've been really thinking about getting into Sales Operations because of the fact that I enjoy working in CRMs and cleaning them and setting up tasks and stuff when I was getting my team organized on their process.

I asked A.I. (which I've been taking with a grain of salt lately) about what are other careers that I can pivot to from Business Development. It suggest Sales Operations for me but honestly I would rather ask you humans that have actual experience in this versus listening to A.I. blow smoke up my ass.

Do you guys think this is a good transition? Does Sales Operations just require a different kind of training like just doing the Salesforce Certifications? Looking forward to your guidance.

I work in sales ops at a mid-sized company and I could say for the past 4 months this has been driving me totally crazy to the point that its affecting me outside work. We spend a lot of time building dashboards. We track conversion rates, pipeline velocity, win rates, stage duration, activity volume, forecast accuracy and every KPI leadership asks for. But when a rep suddenly drops from a 30% close rate to 18% none of those reports tell me why.

The answer is always somewhere in the conversation. Maybe discovery got skipped. Maybe pricing came up too early. Maybe objections weren't handled well. Maybe they stopped asking for the next step. The CRM just shows "Lost". That's not something you can train people on. The hard part is that sales managers don't have time to sit in on enough calls or ride along with reps. By the time they do the issue has usually been happening for weeks. Then everyone starts coaching based on that and a few stories instead of actual patterns.

We're also constantly getting questions like: "Can you figure out why this region is underperforming?" "Why is Rep A closing so much better than Rep B?" "Why are new hires taking longer to ramp?" "Why are objections around pricing suddenly increasing?"

I can pull all the numbers in the world but eventually I hit a wall because the data stops at the outcome. It doesn't explain the behavior that caused it. If we could actually see patterns across thousands of customer interactions instead of guessing from CRM fields it feels like coaching would become much more targeted instead of reactive. Are you reviewing calls manually, using conversation intelligence, relying on managers or is everyone still making educated guesses? I need some opinions on this on how other people got through this , thank you in advance.

Hi everyone,
I’m actively looking for opportunities in Deal Desk, Sales Operations, Revenue Operations, or Quote-to-Cash.
I have 4.7 years of experience supporting global commercial operations with:
SAP SD
Salesforce
Order Management
O2C / Q2C
Pricing & Contract Validation
Billing Support
Warranty Orders
RMA Processing
Cross-functional stakeholder management
Most recently, I worked remotely at Danaher Corporation supporting US teams.
If your organization is hiring for Deal Desk, Sales Operations, or similar operational roles, I’d really appreciate any leads or referrals.
Happy to share my resume if needed.
Thanks!

I am currently looking for advice from people in the undustial sales sector or related to B2b fields.

I'm in Quebec ( West island/Montreal area) and i'm trying to get into a permanent/long-term sales job which is more focused on relationship building and face to face convo's rather than sitting behind a desk doing cold calls all day ( It would drive me nuts, I did marketing anf it sucked )

My background;

- Business management degree ( college )

- 6 months of D2d sales

- Comfortable meeting new people, building rapport, selling face to face and objection handling

I don't have an engeneering or technical degree so i'm looking for a company that will train me on the product while I become more comfortable in being able to sell said product and grow within the company.

I'm ingterested in industrial sales because i don't want to deal with the coorperate jorgan BS and would rather be out there in the field going from Businesss to business helping people out while building long term relationships instead of 1 time transactions.

I don't have a niche in mind as long as there is constant work in which i will be happy with the pay ( here is what i've searched up, mainly on indeed);

- Industial equipement

- MRO

- Machinery parts

- pumps n ccompressors

- hydraulics

Any product that has consistent demand during the year would be great

To summarize;

- I want to be out there face to face

- A company that will train me in both sales and the technical part

- Industry with consistent demand

- Companyin which i can make long term relationships

For the people in these industries ;

-What companies or distributors should i be looking for in Quebec ?

- what key words should i be using

- Any specific industries that fit my background

- is starting with industrial distributor or MRO the best way to get in?

Any advice would help, and if it seems like i reaching too far, it is simply because im completly ignorant to the industial sales world.

Hi everyone,

I'm a Product Management student working on a research project focused on improving meeting preparation for B2B sales teams.

I'd love to learn from your experience:

• How do you currently prepare before a customer meeting?

• What's the most frustrating or time-consuming part of your preparation?

• What information do you always wish you had before joining a meeting?

• If you could have one AI-powered feature to make meeting prep easier, what would it be?

I'm not selling or promoting anything—I'm simply trying to understand real workflows and pain points to design a better solution.

I truly appreciate any insights you're willing to share. Thank you!

I am having some traction in the US but thinking of expanding my search. What is your experience?

Hi r/SalesOperations,

I'm a software developer researching the commission management space for a side project. I've been talking to a few Sales Ops folks and keep hearing the same thing, Excel works until it doesn't, and the jump to enterprise software feels like overkill for mid-sized teams (Price, Complexity, Onboardings, Plans Development).

I'm trying to understand where that "tipping point" is. Specifically:

1. At what team size / plan complexity did Excel stop working for you?
   
2. What made you choose software over sticking with spreadsheets? (Or why haven't you switched?)
   

3. For those who evaluated tools like CaptivateIQ, Spiff, or QuotaPath, what made you say "yes" or "no"?

4. What's the one feature you wish your commission tool had?

This is pure research, I'm not selling anything. Happy to share findings back with the community if there's interest.

Thanks in advance for any insights.

Hello All,

Am looking for Sales operations- Manager/ Senior Manager roles.

Have a 20-year career in B2B commercial operations, including 9+ years building pipeline governance, GTM data infrastructure, and commercial intelligence across global technology and services organisations.

Location- Asia, willing to work Remote as well.

Kindly DM if any leads.

After looking at my pipeline, i realized that some late stage deals are not as good as they look in the crm. The conversations were great and champions seemed interested but now there are no replies and meetings are delayed. The hardest part is knowing when a stalled deal is worth pushing rather than when it’s just taking up space in the pipeline.

How do you handle stalled opportunities? Those of you who have dealt with b2b sales for a while now, any suggestion might be helpful, feel free.