Browse by outcome

Jobs across the revenue cycle

Start with the work that needs to get done. Each page connects one canonical outcome to relevant product categories and evidence-backed product support.

70 jobs

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Plan

Decide whom to sell to and how the team will operate.

Define the ideal customer profileSpecify the account and buyer characteristics the team intends to serve.5 products→Size the addressable marketEstimate and segment the relevant account universe.5 products→Plan territoriesAllocate account or geographic ownership for sales coverage.3 products→Plan sales capacityDetermine staffing and coverage required for the sales plan.3 products→Set quotas and targetsAssign measurable sales goals and supporting targets.7 products→Define process and playbooksDefine repeatable sales steps and guidance; delivering or teaching them is separate.6 products→

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Source

Find relevant accounts, people and contact paths.

Find accountsDiscover organisations that may match the target market.38 products→Identify installed technologyDetermine the technology an account uses.13 products→Find peopleIdentify relevant individuals within target organisations.46 products→Map buying groupsUnderstand the people, relationships and influence involved in a decision.11 products→Obtain contact detailsFind an email address, number or other contact path for a person.43 products→Validate contact detailsAssess validity or reachability before relying on a contact path.33 products→Capture inbound interestTurn an inbound enquiry or identifiable request into a sales record.11 products→

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Prioritize

Decide where attention belongs and route the work.

Enrich recordsAppend or refresh useful attributes on known accounts or people.63 products→Observe buyer eventsCapture relevant observable activity or changes without assuming buying intent.57 products→Assess buying intentInterpret evidence of interest or readiness to consider a purchase.35 products→Score fit and readinessPrioritise accounts or leads using a defined fit/readiness model.33 products→Route leads and accountsAssign a record or work item to the appropriate owner.26 products→

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Engage

Initiate and sustain relevant buyer conversations.

Orchestrate outreach sequencesCoordinate channel touches, timing and follow-up tasks.60 products→Send prospecting emailPrepare and send outbound email conversations at the required scale.55 products→Place outbound callsReach prospects by phone and manage calling activity.30 products→Engage on social channelsResearch, initiate or manage sales interactions on social networks.19 products→Create personalised sales videoProduce buyer-specific video that supports a sales conversation.8 products→Send gifts or direct mailDeliver a physical touchpoint as part of a sales relationship.2 products→Schedule meetingsCoordinate availability and book the next meeting.36 products→

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Qualify

Understand the buyer and assess a real opportunity.

Run discoveryGuide a conversation to uncover a buyer problem, context and desired outcome.2 products→Capture conversations and notesRecord or summarise meeting content into a usable record.49 products→Assess opportunity qualificationEvaluate whether an opportunity meets the chosen qualification criteria.11 products→Assess buyer requirementsCapture and clarify the requirements a proposed solution must satisfy.1 product→

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Advance

Build alignment and move a buying decision forward.

Deliver demonstrationsShow how the solution addresses a buyer scenario.8 products→Align stakeholdersEngage the required people and build alignment around the decision.15 products→Share content and track engagementGive buyers relevant material and understand their engagement with it.46 products→Coordinate a mutual action planAgree and track buyer/seller steps, owners and milestones.20 products→

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Close

Agree terms, complete approvals and secure commitment.

Configure quotesProduce a valid configuration and commercial quote.7 products→Prepare proposalsCreate and present the proposed solution and commercial offer.12 products→Approve commercial termsObtain internal approval for pricing, exceptions or deal terms.5 products→Negotiate contractsTrack and resolve contractual changes to reach agreed terms.9 products→Collect signaturesSecure and record the required agreement signatures.19 products→Respond to security due diligenceProvide evidence and answers needed for a buyer security assessment.9 products→Coordinate procurementTrack buyer purchasing requirements, owners and approvals through completion.4 products→Collect initial paymentConnect the sale to the first payment or billing handoff.

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Grow

Deliver continuity, retain customers and develop the relationship.

Transfer customer contextHand sales commitments, relationships and requirements to the delivery team.10 products→Coordinate customer onboardingOrganise post-sale setup, milestones and accountability.18 products→Plan account growthDefine account objectives and a plan to develop the relationship.7 products→Monitor customer healthAssess indicators of customer outcomes, engagement and retention risk.8 products→Manage renewalsCoordinate the renewal decision, timing and commercial process.10 products→Identify expansion opportunitiesAssess where additional value and a further purchase may be appropriate.14 products→Request referrals and advocacyInvite suitable customers to refer or advocate.4 products→

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System of record

Maintain reliable account, opportunity and activity records.

Maintain account and contact recordsKeep reliable identity, ownership and relationship records.48 products→Manage opportunitiesMaintain opportunity stage, ownership, value and next-step records.26 products→Maintain sales-activity historyKeep a complete, accessible history of sales interactions and tasks.43 products→

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Communications & deliverability

Provide and maintain the channels sales work depends on.

Provision mailboxes and domainsSet up the identities and mail services required for communication.11 products→Manage sender reputationMaintain appropriate sending practices and investigate reputation indicators.23 products→Monitor email deliverabilityDetect and diagnose authentication, delivery and placement problems.26 products→Provide calling and SMS infrastructureSupply numbers, connections and messaging services for sales communication.14 products→Host online meetingsProvide the live meeting environment and participation controls.12 products→

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Data & orchestration

Move, improve and govern operational data and workflows.

Orchestrate cross-system workflowsCoordinate defined steps across systems, including human approval where required.68 products→Synchronise recordsMove mapped records or changes between systems in the required direction.52 products→Deduplicate and standardise dataResolve duplicates and normalise records for reliable use.16 products→Govern access and data handlingConfigure who may access or change operational records and how data is handled.11 products→

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Intelligence & analytics

Understand performance and future revenue.

Forecast revenueEstimate future revenue using a stated method and assumptions.18 products→Analyse pipeline performanceUnderstand conversion, velocity, activity and pipeline outcomes.42 products→Attribute revenue outcomesAssess the contribution of activities or channels to commercial outcomes.9 products→Analyse conversations at team levelFind patterns across sales conversations to inform team decisions.30 products→

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Enablement & people

Equip, develop and reward the sales team.

Manage sales contentMaintain, organise and distribute approved seller-facing knowledge and materials.21 products→Train and onboard sellersBuild required seller knowledge and skills through structured learning.17 products→Coach sellersProvide contextual feedback and practice to improve selling performance.33 products→Manage incentive compensationCalculate, explain and administer sales incentive earnings.7 products→