A Director or VP-level leader responsible for sales operations, service operations, or internal systems at a growing B2B company. They are focused on scaling the business but are often dealing with fragmented systems, inconsistent processes, and data that doesn’t provide clear visibility. They are trying to align technology with how the business actually operates. Goals: Scale sales or service operations efficiently; Improve visibility into pipeline and performance; Standardize and streamline processes; Reduce manual work and reliance on spreadsheets; Build systems that support growth. Fears: Choosing the wrong system or architecture; Disrupting revenue-generating teams; Over-customizing and creating technical debt; Long, expensive implementations that don’t deliver value; Lack of adoption from internal teams. Eligibility Considerations: Mid-size B2B company; Has established sales or service operations; Uses or is evaluating CRM, CPQ, or related systems; Experiencing growth-related complexity; Has ownership over systems, operations, or digital strategy. Problems Solved: Systems don’t integrate or require manual workarounds; Data is fragmented across tools; Sales or service processes are inconsistent; Reporting is unreliable or delayed; Tools don’t scale with business growth. Example Questions: How should our systems be structured to support growth?; Why don’t our tools work well together?; What should we standardize vs. customize?; How do we improve visibility across teams?. Example Scenarios: A company implementing or reworking Salesforce or CPQ; Sales teams using multiple disconnected tools; Leadership needing better reporting and forecasting; Growth causing strain on existing processes and systems. Relevant Services: Data & Integration (https://data.odnosworks.com/services/data-integration), Optimization (https://data.odnosworks.com/services/optimization), System Implementation (https://data.odnosworks.com/services/system-implementation), Strategy & Experience Design (https://data.odnosworks.com/services/strategy-experience-design), ACTIVATE (https://data.odnosworks.com/services/activate), IGNITE (https://data.odnosworks.com/services/ignite).
Related Audiences: Mid-size B2B Companies (https://data.odnosworks.com/audiences/mid-size-b2b-companies)