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Introducing the CRM Orchestration app for Salesforce AppExchange

One of the biggest challenges every sales organization faces is finding and compiling valuable company information and customer data. With the growing shift toward workplace AI (Artificial Intelligence), and availability of data, previously cumbersome systems are being replaced with higher quality and more efficient workflows. Yet, in an age of

Sales Ops + Marketing Ops: The New Power Couple

For full audio from future Meetups, subscribe to the DataFox podcast. July’s Sales Operations Meetup, Sales Ops + Marketing Ops: The New Power Couple, brought together two pairs of Sales and Marketing professionals from Brightfunnel and Chorus, to share how they work together to create a revenue operations machine. The

The Sales Operations Foundation

Data for this analysis was provided by sales operations job postings found on DataFox. This is the last installment of our five-part Sales Operations series. The complete analysis is featured in our Sales Operations Ebook - get your copy today! Sales operations challenges are fast-moving; company information changes constantly, sales

Reporting and Communication

Data for this analysis was provided by sales operations job postings found on DataFox. This is the fourth installment of our five-part Sales Operations series. The complete analysis will be featured in our upcoming Sales Operations Ebook. Pre-register for your copy today! Communication with and between teams is essential to

Quarterly Planning Essentials

Data for this analysis was provided by sales operations job postings found on DataFox. This article is the third installment of our five-part Sales Operations Series. The complete analysis will be featured in our upcoming Sales Operations Ebook. Pre-register for your copy, today! Territory design, account tiering, and account prioritization

How to Evaluate Sales Tools

For full audio from future Meetups, subscribe to the DataFox podcast. June’s Sales Operations Meetup, Evaluating Sales Tools, covered exactly how sales ops professionals sift through dozens of offerings, to find the best combination of technologies that fit their sales process and enable their reps. The panelists, Kendall Grant,

Startup Culture Values

How to Define Them and Make Them Real As our hiring pace accelerated at DataFox, I noticed interviewees would often ask a question like, “What’s the best thing about working at DataFox?” Since we interview in pairs, I’d get to hear one of my teammates respond. Their answer

Building a Career in Sales Ops

With experience ranging from sales operations recruiting, to overseeing operations management, to sales operations consulting, panelists at the Sales Operations Meetup Wednesday were well-equipped to hand out actionable advice for building a career in sales operations. The panelists, including RJR Partners’ Alba Holsworth, Optimizely’s Hiliary Robertson, and Candescent Strategies’

How to Find and Prioritize Accounts

Sales operations pros need a clearly defined ideal customer profile and target account list to operate efficiently. Prioritization is crucial to optimizing where sales teams spend their time. At the Sales Operations meeting Wednesday, panelists Stefan Castelán and Adam Harless addressed how they use existing CRM data — boosted by additional

What is the Inc 5000?

The Inc 5000, published by Inc Magazine, is an annual ranking of the fastest-growing private companies in the US (Inc also publishes a European version). Eagerly followed by entrepreneurs, private equity investors, and sales reps alike, the Inc 5000 is the go-to source for high-growth companies. In this article: How

5 Common CRM Data Errors to Avoid

I don't need to tell you how much Salesforce account data errors can set your team back: the wasted time of a rep prospecting into an account that's already a customer, the gut-wrenching awkwardness of calling a VP of Marketing who'd moved on six months ago, the Sisyphean task of