What are your "non-negotiables" when it comes to sales processes?

(first post in the war room woot woot!)


When interviewing/ looking to work for other companies as an AE, do you have any non-negotiables or strong nice-to-haves as it relates to sales processes?


My buddy left my employer last year because of "sales processes" but I was an SDR at the time and lacked the savvy to dig deeper into exactly what he meant.


Some of my biggest wins are from working with current customers who are owners of healthcare staffing agencies on upsells -- our advanced products solve a great problem for their use case. I basically win these deals every time I'm at-bat.


Saying that to say, I was a little bummed when I learned that I couldn't easily pull a report from our CRM or anywhere else on "Current customers + Healthcare staffing company + mine or Open Territory". Is this the industry standard or an area where my employer could improve?


From my perspective, it seems like a no-brainer to empower your AEs to be able to double down on their success by enabling them to pull this information themselves.


Lastly -- I can get this information, but only by pinging my manager who then has to get revops involved, and even then sometimes the report has glaring errors, like missing phone numbers when I know the number is in the system. Seems pretty inefficient.


Is this normal?


What processes do you need in order to succeed?



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7
CuriousFox
WR Officer
3
๐ŸฆŠ
Hi welcome to the War Room ๐ŸŽ‰
SomeRandom
Valued Contributor
2
Account Executive, Mid Market
Hi thanks! I Love it so far! Glad to be among folks aiming to grow together.
braintank
Politicker
2
Enterprise Account Executive
Can you not build this report becuase you're not allowed to (permissions) or becuase the data isn't there?
SomeRandom
Valued Contributor
1
Account Executive, Mid Market
Great question -- not allowed to. Same thing with sequences -- I can't build my own and it's driving me nuts ๐Ÿ˜†ย 
braintank
Politicker
1
Enterprise Account Executive
Yeah, that's annoying as hell.

I'd go crazy if I couldn't build my own reports
SomeRandom
Valued Contributor
1
Account Executive, Mid Market
Ok well thanks for confirming this for me. I didnt know if what I was experiencing was normal or an employer quirk. Sounds like you have more autonomy though at your company to build and pull reports, create sequences, etc?
braintank
Politicker
2
Enterprise Account Executive
Correct. I can make reports on my own. I can create and edit relevant records (leads, contacts, account).

Initially I couldn't make sequences, but I made enough of a stink they let AEs do it.
NotCreativeEnough
Big Shot
1
Professional Day Ruiner
do you mean you can't build your own email sequences for prospecting? That's the dumbest thing I've ever heard...
braintank
Politicker
2
Enterprise Account Executive
For a while yes. But I pointed out that was fucking stupid.
SomeRandom
Valued Contributor
0
Account Executive, Mid Market
Indeed. This is F*ing stupid I just didnโ€™t know if that was a quirk unique to my employer or if others run into this same problem.ย 
NotCreativeEnough
Big Shot
2
Professional Day Ruiner
a deal breaker is telling me how to run my process. You hired me because you trust me to get the job done. Now let me do it in the way that works for me with my process.ย 

As far as your issue goes, see if your salesopps guy can build the report in the CRM you use and give you access to it. That way in the future its there and you're just able to run it yourself.ย 
Sunbunny31
Politicker
3
Sr Sales Executive ๐Ÿฐ
This.ย  ย If RevOps can build a report you can run at will, that's a great option.ย  ย 
SomeRandom
Valued Contributor
0
Account Executive, Mid Market
Yโ€™all are ๐Ÿ”ฅ I love the war room already. This is what I will do in the meantime!
Justatitle
Big Shot
1
Account Executive
Trying to push me to show you shit without knowing your problems meaning the demo is gonna suck and you ainโ€™t buying
AnchorPoint
Politicker
0
Business Coach
point out the inefficiency to those above.
Gasty
Notable Contributor
0
War Room Community Manager
A proper well-written uncopied Job Description for starters.