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GROWTH TACTICS

Building a Sales Development (SDR) Function

By Chris Flores

Chris Flores was head of sales development at Namely as the company grew from 4 to 600 employees and $0 to $65M in ARR. In this playbook, he describes best practices for designing the SDR role, establishing processes, and building a team.

CHURN REDUCTION

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Recent Popular Playbooks

Joe Casson
Enterprise

Conducting Technical Discovery

Joe Casson
Joe Casson

Joe is the Director of Solutions Engineering at Qualified.com, a conversational marketing tool that integrates with Salesforce. He previously managed solutions engineering at Optimizely, where he built and led a team of 6 solutions engineers.

Joe Casson is the Director of Solutions Engineering at Qualified.com and previously managed solutions engineering at Optimizely. In this guide, he explains that good technical discovery prevents customer dissatisfaction and services inefficiency once it comes time to implement customers. He outlines what to ask prospects and how to weave technical discovery into the sales process.
Michael Madden
Deal Conversion

Building a Lead to Revenue Operating Model

Michael Madden
Michael Madden

Michael Madden is the VP of Demand Generation at AlphaSense and was previously Director of Demand Generation at Marketo, leading through both the Vista and Adobe acquisitions.  He’s a firm advocate of tight sales and marketing alignment, building end-to-end lead to revenue models, and has built out marketing functions at B2B software companies and financial services firms with 300-20,000+ employees.

Michael Madden is the VP of Demand Generation at AlphaSense and was previously Director of Demand Generation at Marketo. In this guide, he lays out how to define lead-to-revenue stages and marketing to sales handoffs, how to think about attribution, and how marketing should own revenue goals (vs. lead-based vanity metrics).
Mark Vashon
Deal Conversion

Driving Sales Velocity in Complex Enterprise Deals

Mark Vashon
Mark Vashon

Mark is an enterprise sales expert, currently advising startups via MNBM Inc. SaaS consulting. He previously led sales at major enterprise software providers including AgilOne, SuccessFactors and ServiceMax over the course of 20+ in SaaS sales management. Mark has experience guiding sales teams from pre-revenue startups to $250M+ in ARR.

Mark Vashon has led sales at major enterprise software providers including AgilOne, SuccessFactors and ServiceMax. In this guide, he describes how startups should navigate the varied stakeholders, established processes, and long sales cycle that comes with enterprise selling.
Roz Greenfield
Deal Conversion

Designing Go-To-Market Trainings

Roz Greenfield
Roz Greenfield

Roz is the Co-Founder & Chief Enablement Officer at Level213, a boutique consultancy that specializes in sales enablement for growing technology companies. She started her career as a top-producing sales rep and manager, before going on to lead global sales enablement and training at Optimizely and Oracle. Roz is passionate about storytelling and learning, and is a documentary filmmaker when she’s not working with revenue teams.

Roz Greenfield has led sales enablement at Optimizely and Oracle and is now the Chief Enablement Officer at Level213, a boutique sales enablement consultancy. In this guide, she explains how to design trainings for sales and other go-to-market teams that zero on the content that sellers actually need to do their jobs, without wasting time on non-useful information.
Anthony Cessario
Deal Conversion

Planning for Predictable Growth and Accurate Forecasting

Anthony Cessario
Anthony Cessario

Anthony is VP of Industries and GTM Solutions at Clari, the revenue operations and forecasting platform, where he works cross-functionally to direct the company’s go-to-market strategy. He spends his time thinking about increasing predictability as companies grow from seeking product-market fit, to building a team, to building true repeatability. Anthony previously led Enterprise Revenue at Clari (including Sales & Account Mgmt) and, prior to that. he spent 7 years helping Oracle grow and scale their cloud HCM business.

Anthony is VP of Industries and GTM Solutions at Clari, the revenue operations and forecasting platform. In this guide, he explains how good forecasts are a part of a bigger predictable growth strategy, and lays out how to design and instrument a repeatable revenue process with strong processes and accurate data.
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