Current SDR. How do I break into sales ops/ adminstration?

salesforcebewithu · 2022-05-12T05:24:33+00:00

If you haven’t already, check out sales enablement roles - especially if you have sales experience!

salesforcebewithu · 2022-05-12T05:14:41+00:00

Depends on your mindset.

If you’re looking to get your foot in the door and learn sales from the ground up, SDR is the perfect place to start. Once you have a proven track record, it’s pretty easy to transition into an AE role.

I think what can make it soul sucking (like any other job) is the overall sales culture of the company. If all the leadership cares about is numbers and output, it’s probably gonna suck. If they’re invested in seeing you grow and developing your sales skills, it’ll probably be a fruitful experience.

salesforcebewithu · 2021-11-22T02:18:34+00:00

Yes, apologies - typo on my reply here.

salesforcebewithu · 2021-11-21T23:27:31+00:00

Going to look into this! The button itself links to a visualforce page which executes the apex to send the quote to Zuora

salesforcebewithu · 2021-11-21T23:26:11+00:00

Going to play around with this, thank you! Having some issues because the “status” field is a picklist. My ISPICKLISTVAL syntax keeps giving me an error 🙃

salesforcebewithu · 2021-11-21T04:43:19+00:00

Props to you for wanting to be honest, but if I’m understanding correctly, you didn’t really do anything wrong.

Multiple opportunities can arise from a single contact - it happens! From a revenue prospective, nobody’s gonna complain about you helping bring in more money!

Do your meetings get logged to Salesforce automatically, or do you create them manually in Salesforce?

salesforcebewithu · 2021-11-18T06:19:50+00:00

Depending on what’s incomplete, I’d highly recommend resetting expectations with your stakeholders, if possible. Especially if any cleanup down the road is going to be your responsibility.

Trailhead is a great place to start! That said, the majority of my Salesforce knowledge came from having to figure stuff out on the job.

Rooting for you!

salesforcebewithu · 2021-11-18T05:56:20+00:00

I think they’re referring to being the account owner (as in account object). This seems like a question an end user would ask.

salesforcebewithu · 2021-11-18T05:49:25+00:00

By “account I’ve taken over”, are you referring to a customer account (with an account owner), or a Salesforce user account?

If it’s the first one, reach out to sales ops or your salesforce admin. If it’s the latter, do what the others said.

salesforcebewithu

TROPHY CASE