New to Sales Ops, Here to learn!

[AbhiMehndiratta]

Hello everyone,

I'm Abhishek, a Sales Ops intern. I'm new to this field but I'm eager to learn and grow within it. At our company, we primarily utilize HubSpot, and currently, I've been tasked with maintaining our CRM data, as well as cleaning and updating large volumes of data.

I would greatly appreciate any guidance, recommendations, or valuable videos and resources that you can share to support my career growth in Sales Operations and mastery of HubSpot. 

Thank you!

[jforte · Accepted solution]

Thanks for mentioning @kvlschaefer 💪

Hey @AbhiMehndiratta, quick tips to start this journey in Sales Ops:
- Don't be only the "Hubspot Guy" in a operation role it's quite easy to get on the fire fighting loop, people only reach you to solve problems. Focus on finding efficiency holes in your operation and present those solutions, after your first win you'll see that it's way nicer to work on this type of role 🙂

- Build routines with management roles - Marketing, Sales or CS managers spend a lot of time managing people and daily blockers. It's that why it's so important for you to be the reminder that on a at least bi-weekly basis (it depends on how mature their operation is) they should discuss performance. Something simple as 45min/1h call to understand if they're a meeting their short term goals (once again, it depends from operation to operation) if they're performing well find the patterns and save it for future cycles, if they're underperforming build a quick action plan to fight that back.

- Be an active community member - as you see all the champion in this community are eager to help, share thoughts and build an amazing enviorment.

Best of luck for this new journey, enjoy it!! 

[danmoyle · Accepted solution]

Thanks for the mention @kvlschaefer 😊 And great list of resources & champions! 

Hi @AbhiMehndiratta and welcome to the Community. First, I want to echo a little of what @jforte mentioned. I'm a HUGE HubSpot advocate, and also know that we can't all get all our information and tools from one source. 

My advice is to lean into the Operations side of your new role & journey. A lot of folks in leadership of all levels are busy with their daily taks and "putting out fires." Helping them operationalize it will help them and you. 

In addition to the great resources already listed, I'd suggest listening to Sales Ops podcasts like Reveal: The Revenue Intelligance Podcast, Sales Hacker, Sales Ops Demystified, and Sales Enablement Podcast with Andy Paul are all shows to help learn more about sales and sales operations. 

I also want to give a nod to my friend Doug Davidoff and Lift Enablement. He's been talking Revenue Operations for years and has a perspective that challenges a lot of folks. Good dude and a good mind to have in your circle. 

Keep asking questions and connecting with folks around the HubSpot Community - you're on the right track! 

[jonojeff]

Awesome Abhi! Welcome 🙂 

[AbhiMehndiratta]

Thank you @kvlschaefer @jforte @danmoyle @MarcosBarcelos @JenBergren for sharing your knowledge and experience. Your insights are invaluable and greatly appreciated. Special thanks to @kvlschaefer for the introduction to this knowledgeable community. I look forward to continuing to learn from all of you. 😊

[JenBergren]

Hi @AbhiMehndiratta ! There are several bootcamps that can be helpful for Sales Ops learning, though none are specifically called Sales Ops, as you know there is a lot of knowledge that is cross-functional! The next cohorts start in Jan/Feb 2024 and are free for customers. You can see the options in the "about the bootcamps" dropdown. https://www.hubspot.com/academy/bootcamps/home 

[danmoyle]

Total agreement here with @JenBergren on the RevOps Bootcamp. Great resource for sure! 

[MarcosBarcelos · Accepted solution]

Hi @AbhiMehndiratta . I would recommend that you know all about the journey. Why does this step exist? When the salesperson passes to another level?. Knowing that, you can look at other things (KPI, bottlenecks,...) with a wiser look. If you want some book in these 2 links that I have written here, thanks @kvlschaefer , in Hubspot community has a reference book. The Sales Development playbook: build a repeatable pipeline and accelerate growth with inside sales
1 - Deep dive 
2 - Documenting the process

[danmoyle · Accepted solution]

Thanks for the mention @kvlschaefer 😊 And great list of resources & champions! 

Hi @AbhiMehndiratta and welcome to the Community. First, I want to echo a little of what @jforte mentioned. I'm a HUGE HubSpot advocate, and also know that we can't all get all our information and tools from one source. 

My advice is to lean into the Operations side of your new role & journey. A lot of folks in leadership of all levels are busy with their daily taks and "putting out fires." Helping them operationalize it will help them and you. 

In addition to the great resources already listed, I'd suggest listening to Sales Ops podcasts like Reveal: The Revenue Intelligance Podcast, Sales Hacker, Sales Ops Demystified, and Sales Enablement Podcast with Andy Paul are all shows to help learn more about sales and sales operations. 

I also want to give a nod to my friend Doug Davidoff and Lift Enablement. He's been talking Revenue Operations for years and has a perspective that challenges a lot of folks. Good dude and a good mind to have in your circle. 

Keep asking questions and connecting with folks around the HubSpot Community - you're on the right track! 

[kvlschaefer]

Hi @AbhiMehndiratta,

Welcome to the Community and the Data Management & Reporting Study Group! 

We're excited to have you here 😄 

I wanted to share a few related Sales Ops conversations in the Community to get you started 😄 
1) Mastering Sales Ops: A Step-by-Step Guide to Creating SLA-like Reports for Sales Titans - @jforte created this excellent guide on how to create SLA reports in HubSpot with workflows and HubSpot properties.

2) Sales ops - Pipeline - The importance of deep diving into the operation to build the best pipeline. - @MarcosBarcelos does a deep dive into when an existing pipeline should be used vs. when a new pipeline should be used to track new deals 
3) Pipelines for Sales and Operations - A discussion on how to track closed deals in HubSpot. @karstenkoehler and @franksteiner79 offer helpful insight on how to do this! 
4) The importance of documenting insights and the experience on SalesOPS - @MarcosBarcelos and @JenBergren offer resources and insight into the importance of documentation in Sales Ops. 

Let's also invite our top community contributors to this conversation to see if they have Sales Ops career advice and tips on how to master HubSpot: @danmoyle, @jforte, @MarcosBarcelos, @JenBergren, @franksteiner79 - Do you have any advice for @AbhiMehndiratta? Thank you! 

Best,

Kristen

[jforte · Accepted solution]

Thanks for mentioning @kvlschaefer 💪

Hey @AbhiMehndiratta, quick tips to start this journey in Sales Ops:
- Don't be only the "Hubspot Guy" in a operation role it's quite easy to get on the fire fighting loop, people only reach you to solve problems. Focus on finding efficiency holes in your operation and present those solutions, after your first win you'll see that it's way nicer to work on this type of role 🙂

- Build routines with management roles - Marketing, Sales or CS managers spend a lot of time managing people and daily blockers. It's that why it's so important for you to be the reminder that on a at least bi-weekly basis (it depends on how mature their operation is) they should discuss performance. Something simple as 45min/1h call to understand if they're a meeting their short term goals (once again, it depends from operation to operation) if they're performing well find the patterns and save it for future cycles, if they're underperforming build a quick action plan to fight that back.

- Be an active community member - as you see all the champion in this community are eager to help, share thoughts and build an amazing enviorment.

Best of luck for this new journey, enjoy it!!