SalesOps Tasks
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Name
Category
Lead Generation
Count23
1
Competitor research
2
Develop ICPs and buyer personas based on past customers
3
Email finding through crawler applications
4
Find email of potential customers
5
Get list of events attendants
6
Get technographic data
7
Identify influencers and thought leaders that are in contact with potential customers
8
Lead data enrichment
9
Lead generation through online research
10
Lead generation through paid software / applications
11
Lead generation through review sites
12
Lead research through LinkedIn
13
Lead scoring for qualification
14
Make a prospects list with competitors' followers
15
Monitor competitors reviews
16
Monitor target accounts
17
Prospecting for companies that meet the company target criteria
18
Reminders for upcoming events
19
Research job boards
20
Search for companies databases online
21
Send event invitations
22
Send follow-up emails
23
Social media monitoring
24
Check for priority email and set reminders
25
Check spam folder and retrieve non-spam
26
Create email templates from past emails
27
Creating and sending out targeted email campaigns to leads
28
Drip campaigns analytics and reporting
29
Email labeling
30
Email management
31
Filter wanted and unwanted promotional emails
32
Find hard bouncing emails
33
Forward emails wich need a custom reply
34
Handle out-of-office replies, bounces and unsubscribes
35
Lead generation drip campaigns
36
Make and set up an A/B campaign to test emails messaging
37
Meeting confirmations to prevent no-shows
38
Organize inbox folders
39
Reconfirm meetings prior to the appointment
40
Send special occasion greetings: birthdays, anniversaries
41
Setup automated responses
42
Add business cards contact informatoin to CRM
43
Capitalise first letter of names
44
Compiling data from online surveys and enter it into CRM
45
Create CRM training material, Wiki and SOPs
46
Creating graphs form spreadsheets data
47
CRM cleanup
48
Data accuracy review
49
Encode meeting notes in CRM
50
Ensure all phone numbers are properly formatted
51
Enter new customers into CRM
52
Import contact data from different sources into CRM
53
QA to ensure data quality in CRM
54
Report generation from CRM
55
Reports and dashboard implementation in tools (CRM, Power BI)
56
Review new contacts
57
Sales activity and performance reporting & analytics
58
Sales forecasts
59
Sales KPI analysis
60
Sales performance information compilation
61
Sales reports and intelligence distribution monitorization
62
Sellers performance reports
63
Send new leads reports
64
Sync emails, opens, clicks and replies into your CRM
65
Tracking and logging interactions with prospects
66
Update contact information in CRM
67
Update contact information in CRM
68
Update deals and opportunities in CRM
69
Win-loss data analysis
70
Assist in sales prroposal/quotes preparation
71
Attend meetings with manager and take meeting minutes
72
Book events and workshops
73
Build a sales wiki to onboard new reps
74
Calendar management
75
Calendar management
76
Call prioritization
77
Community participation
78
Content library creation
79
Create and update sales workflows and processes
80
Creating saved searches on LinkedIn Sales Navigator
81
Ensure files are correctly labeled
82
Expense reporting
83
Files editing
84
Filing expenses
85
Import contacts to sales, prospecting or automation software
86
Like, comment and share leads social media posts
87
LinkedIn profile improvement
88
Network growth through LinkedIn management
89
Organize finles in the cloud
90
Put together relevant materials for meetings
91
Review feedback forms and summarise key findings
92
Sales resources building
93
Schedule appointments with clients
94
Share content on social media
95
Take notes from webinars
96
Tasks and to-do list management
97
Transcription
98
Travel planning assistance
99
Voicemail checking
Category
Email
Count18
Category
CRM
Count28
Category
Admin & Support
Count30
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Sub-category
Category
Description
Lead Generation
Lead Generation
Lead Generation
Lead Generation
Lead Generation
Lead Generation
Lead Generation
Lead Generation
Research
Lead Generation
List Building
Lead Generation
Lead Generation
Lead Generation
Find the tech stack and technographic data that your customers are using
Research
Lead Generation
Lead Generation
Data Management
Research
Lead Generation
Enrich a lead's profile with publicly available information such as their job title, location, timezone, company name, and social media profiles
Lead Generation
Lead Generation
Lead Generation
Lead Generation
Lead Generation
Lead Generation
Lead Generation
Lead Generation
Lead Generation
Lead Qualification
Lead Generation
Lead qualification applying scoring model based on their interest in your product or service, demographic information, buying journey, and engagement with your company.
List Building
Lead Generation
Competitive Research
Research
Lead Generation
Research
Lead Generation
Lead Generation
Lead Generation
Lead Nurturing
Lead Generation
Research
Lead Generation
Lead Generation
Research
Lead Generation
Lead Nurturing
Lead Generation
Lead Nurturing
Lead Generation
Lead Generation
Lead Generation
Monitor social media and communities and look for people looking for recommendations
Email Management
Email
Email Management
Email
Email Management
Email Marketing
Writing
Email
Email Marketing
Email
Email Marketing
Lead Nurturing
Email
Email Management
Email
Email Management
Email
Email Management
Email
Email Management
Email
Email Management
Email
Email Management
Email
Email Marketing
Email
Create lead generation drip campaigns: cold emails, welcome emails, remarketing emails
Email Marketing
Email
Email Management
Email
Email Management
Email
Email Management
Email
Email Management
Lead Nurturing
Email
Email Management
Email
CRM Management
CRM
CRM Management
CRM
Research
CRM Management
CRM
CRM Management
Knowledge Management
CRM
Reporting & Analytics
CRM
CRM Management
CRM
CRM Management
Data Management
CRM
CRM Management
CRM
CRM Management
CRM
CRM Management
CRM
CRM Management
CRM
Data Management
CRM
Reporting & Analytics
CRM
Reporting & Analytics
CRM
Implement and manages reports and dashboards in Salesforce.com, Microsoft Excel and Power BI ensuring sales reps and Sales Leaders have access to key data required to successfully manage the business.
CRM Management
CRM
Reporting & Analytics
CRM
Develop reports, dashboards and presentations that analyze sales and marketing activities and performance in SalesForce.com, Power BI, Microsoft Excel and Microsoft PowerPoint.
Reporting & Analytics
CRM
Create, manage, and distribute weekly, monthly, quarterly, and annual sales forecasts to Sales Management and Executive Leadership Team
Reporting & Analytics
CRM
Analyze key metrics related to leads, opportunities, forecasting, pipeline, transactions, and performance management.
Reporting & Analytics
CRM
Compile critical information related to performance against sales objectives to be reviewed by Sales Leadership and Executive Leadership Team.
Reporting & Analytics
CRM
Monitors the accuracy and efficient distribution of sales reports and external intelligence essential to the sales organization. Recommends revisions to existing reports or assists in the development of new reporting tools as needed.
Reporting & Analytics
CRM
Reporting & Analytics
CRM
CRM Management
CRM
CRM Management
CRM
CRM Management
CRM
CRM Management
CRM
CRM Management
CRM
Reporting & Analytics
CRM
analyzes win-loss data and report on key findings to sales leadership and Executive Leadership Team.
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Networking
Admin & Support
Search, join and participate in relevant communities where your prospects hang out
Admin & Support
Admin & Support
Create a relevant content library to send prospects in different levels of awareness and buying journey
Knowledge Management
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Filetype conversion, splitting and merging
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Networking
Admin & Support
Networking
Admin & Support
LinkedIn profile improvement: features, images, headlines and business description to attract more leads
Networking
Admin & Support
Admin & Support
Admin & Support
Sales Enablement
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Research and curate sales resources: blogs, news sites, books, courses
Admin & Support
Admin & Support
Networking
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Transcription
Admin & Support
Admin & Support
Admin & Support
Admin & Support
Admin & Support
99 records

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