Resources to fuel your RevOps strategy

Explore resources thoughtfully crafted by our industry experts to turn your Salesforce data into a revenue engine.

GUIDE

5 Lead Routing Plays to Boost Pipeline

Ever wanted to see inside the CRM of marketing operations experts? Get five lead routing strategies and best practices that leaders are using to boost pipeline.

Popular now

Top 3 Ways To Use An Account Hierarchy In Salesforce To Supercharge Revenue

Sell more and make data-driven decisions with account hierarchies.

5 ways to improve win rates and run better deal reviews

Empower your sales reps and improve their win rates.

4 ways to improve the marketing to sales lead handoff

Hand the lead over smoothly and close the deal without breaking a sweat.

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Vlog

multi-sla timer

Why we built this: Visual history log

Here’s why we built custom time zones for multi-SLA timers.

kantata traction complete

How Kantata optimized lead list uploads and assignments from days to hours with Complete Leads

Kantata faced time-consuming lead matching and delays in response times. To keep up with growth, they needed an automated solution to speed up assignments and boost accuracy.

mql vs sql

MQL vs. SQL: Definition, Examples, and Best Practices for Salesforce

Learn the key differences between MQL vs. SQL, with examples and best practices for maximizing your MQL to SQL conversion rate in Salesforce.

EP 35: Piloting AI for RevOps workflows

10 AI Use Cases for RevOps Workflows

Learn how to streamline RevOps tasks with AI, from automating data entry to summarizing communications.

Use Case: Best Practices for Partner Ops Automation

Learn how Traction Complete’s suite of products can be used to track, visualize, and report on the impact of referrals and co-selling with partners.

Lead management

Customizing lead-to-account matching in Salesforce to boost operations

The better you match leads to accounts, the better your team performs.

Salesforce Lead Management: 5 Ways to Optimize Your Revenue Lifeline Ready, Set, Match: Why You Need Automated Lead-to-Account Matching 5 Ways to Speed Up Lead Routing Without Breaking a Sweat

RevOps

RevOps in motion: 15 leaders you need to be following

These individuals are shaking things up in the RevOps space.

Here’s how top RevOps leaders are tackling sales territory management The Complete guide to RevOps terminology 5 Game-Changing Use Cases for AI in RevOps

Webinars

Attribution Showdown: Marketing Ops vs. Sales Ops

Learn how to go from the “us” vs “them” showdown to working together on attribution.

EP 31: AI + Salesforce World Tour: Real-Talk On AI EP 26: ABM: Operationalizing A Funnel Strategy Pro Tip – What are RevOps leaders’ top priorities & practical tips?

VLOG

The Revenue Optimists (TM)

Your RevOps community with an upside. Tune into the minds of RevOps leaders and get expert advice in minutes.

The Revenue Optimists (TM)

Customer stories

How Copado achieved 4x faster speed-to-lead with Traction Complete

Copado struggled with slow, manual lead assignment and realized they needed a solution that could provide agility and control.

How Olive Tree Holdings spends 95% less time managing APEX code

Olive Tree Holdings used to rely on APEX to match new leads to existing data. When it became too complex to maintain they made the switch.

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