Sales Operations

2 posts tagged with “Sales Operations”

Sales Handoff SLA: Acceptance, Clocks, and Exceptions
· 9 min read

Sales Handoff SLA: Acceptance, Clocks, and Exceptions

Set a sales handoff SLA with clear acceptance, rejection reasons, business-hours clocks, and overdue queues. Test ten worked cases before choosing a CRM.

Lead Routing Rules: Owners, Conflicts, and Fallbacks
· 9 min read

Lead Routing Rules: Owners, Conflicts, and Fallbacks

Lead routing rules for owner conflicts, round robin, and fallback queues. Use 12 worked cases to test a CRM handoff before routing prospects to sales.