Managing Sales Operations in a Small Business

The fundamentals of mastering sales operations for sustainable business growth
Managing Sales Operations in a Small Business
File Size :
885.17 MB
Total length :
1h 15m



Charlene Thompson MAPM


Last update




Managing Sales Operations in a Small Business

What you’ll learn

Get clarity on what key activities you should focus on in Sales Operations in a Small Business
How to structure your approach to work so you don’t burnout
How to gain confidence in your existing and growing knowledge
How to judge your strengths and weakness against the Sales Ops Role model guide
How often you should be expected to do each task

Managing Sales Operations in a Small Business


Be familiar with Sales Ops and its purpose within an organisation. Be familiar with how small businesses challenges.


The Managing Sales Operations in a Small Business course is the perfect opportunity for Sales Operations professionals and Small Business owners to master the essential pillars that Sales Ops at this level should focus on. In a world where most Sales Operational best practices are designed for large companies with plentiful resources, we recognise the unique challenges faced by small businesses and start-ups and focus on what’s needed to build a strong sales strategy and operational system that can be built upon, without getting distracted by the latest shiny software.In this course, I’ll guide you through every step of the Sales Ops professional’s role in smaller and growing companies, so you can learn how to structure and deliver effective change and growth that will set your business apart. I’ll teach you how to gain confidence in an industry that is expanding rapidly, and how to avoid that ‘imposter syndrome’ feeling by getting clear on your approach.I’ll also show you how to leverage your network to complete activities, so you can achieve maximum results with minimum resources. And once you’ve completed the course, you’ll be equipped with the foundational knowledge and skills necessary to begin mastering sales operations and drive sustainable business growth. Start now and take the first step towards building a successful sales ops structure that will take your business to the next level!


Section 1: Introduction

Lecture 1 Introduction

Lecture 2 Perspective Shift

Section 2: Part 1 – Tech, Data, Analytics

Lecture 3 Introduction to Part 1

Lecture 4 Forecast and Pipeline

Lecture 5 Data Governance

Lecture 6 Reports and Dashboards

Lecture 7 Sales Analytics

Section 3: Part 2 – People and Communication

Lecture 8 Introduction to Part 2

Lecture 9 Sales Performance

Lecture 10 Sales Training

Lecture 11 Meetings

Lecture 12 Presentation creation

Section 4: Part 3 – Strategy, Process, Projects

Lecture 13 Introduction to Part 3

Lecture 14 Sales Process creation

Lecture 15 Lead Process Management

Lecture 16 Team Calendar

Lecture 17 Project Management

Section 5: Your Approach to work

Lecture 18 Goal Clarity

Lecture 19 Managing Upwards

Lecture 20 Energy Management

Section 6: Conclusion

Lecture 21 In Conclusion

Sales Operations Professionals (Beginner – Intermediate),Revenue Operations Professionals (Beginner – Intermediate),Small Business Owners who can’t yet hire a Sales Ops professional,People working towards being a Sales Operations Professional

Course Information:

Udemy | English | 1h 15m | 885.17 MB
Created by: Charlene Thompson MAPM

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