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Sales SLA

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We’ve mentioned on countless occasions the importance of having a Smarketing SLA. In this article we provide instructions to create your first sales SLA report in Salesforce. Pre-requisites While other CRM will soon be documented, the focus of this “how to” is really on setting up Salesforce and building Sales SLA reports to measure the consistency of your SDR team’s follow up. General considerations To create the SLA Report, you’ll need to have the right…

Every week during our check-in, MadKudu Co-Founder & CRO Francis Brero & I talk about our current priorities. Our regular call also become an opportunity for Francis to download some knowledge from his time working with some of the top SaaS Sales & Marketing organizations. What started as an effort to onboard me with recordings & note-taking has turned into a series I call MadOps. I first heard about a Sales SLA in my first…