Sales Operations
Today’s sales operations leaders must harness data and insights to optimize processes, maximize sales productivity, and deliver on sales targets. Read our latest sales operations insights to help achieve these aims and support sales and organizational objectives.
Insights
Blog
With B2B Sales Disruption On The Doorstep, What’s Next?
A handful of forces are shaping the next decade of selling, which will be a B2B sales supercycle — an extended period of growth and transformation. Discover how AI affects B2B sales, as well as the characteristics and implications of this upcoming future.
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Compensation Solutions Increase ROI By Enabling Administrators
The Forrester Wave™: Sales Performance Management Solutions For Incentive Compensation, Q1 2025, provides insights into how this category is evolving and where customers are getting the most value.
Navigate B2B Volatility Like A Pro With Forrester
Struggling to adapt to shifting priorities and economic challenges? Our webinar reveals how to thrive with smart scenario planning, quick decisions, and solid compliance strategies.
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It’s Time To Change The Rules For Defining The Value Of B2B Data
To prove that data investment should be a priority in your business, you need to adopt a rulebook that expands the definition of business value. Here's what to consider.
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Sync Or Swim: Mastering B2B Processes
In today’s fast-paced business environment, operational excellence is crucial. Successful organizations categorize and sequence every B2B process, identifying and addressing breakdowns effectively. The Forrester B2B Process Chain Framework provides seven categories — strategize, plan, design, build, deploy, measure, and optimize — that help visualize and synchronize interconnected B2B processes. This alignment ensures excellence and adaptability, supporting sales and marketing teams.
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Why The “AI Agent As Coworker” Narrative Is The Future
AI agents have a promising future as innovative coworkers, and their presence is already being felt despite the inflated hype and current limitations.
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The “AI Agent As Coworker” Narrative Is Nonsense
In this two-part blog series, Principal Analysts Anthony McPartlin and Seth Marrs debate the idea of AI agents as coworkers. Here, Anthony takes a skeptical perspective, while in his blog, Seth (ever the optimist) makes his case for a more positive view of AI agents. An ad campaign has been running on bus shelters across […]
Blog
The Essential Role Of Process In Executing Your B2B Strategy
Process is not merely a conduit for efficiency; it’s the backbone for converting strategy into results. Without a robust process in place, reaching your goals becomes almost impossible. Learn a four-step method to turning process into a powerful execution tool.
Turn Buying Groups Into Revenue Machines
Ready to close bigger deals faster? Learn how with Forrester’s B2B Revenue Waterfall™ and master the six steps to identifying, engaging, and converting buying groups.
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If Process Is So Important, Why Isn’t Process Prioritized?
In today’s unstable market driven by shifting buyer expectations and AI disruption, strong processes are an organization’s lifeline, ensuring predictability, consistency, and scalability, yet many organizations overlook their importance. Investing in process improvement isn’t a nice-to-have — it’s essential. It boosts innovation, creates competitive differentiation, improves efficiency, cuts waste, and makes an organization agile.
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Align B2B Strategy, Planning, And Execution To Achieve Growth With Precision And Purpose
Translating corporate strategy into actionable plans at the product, revenue, functional, and operational levels is no easy feat. Learn how teams can do this successfully.
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The Key To AI Success? Don’t Start With The Technology
With all the relentless buzz about AI, it’s easy to start with the tool and then go searching for a way to use it. The problem with that is you’re letting the technology, not your customers and your goals, drive your strategy. Set your company up for success with AI by following these steps.
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What I Learned About Sales Technology In 2024
This blog provides a 2024 year in review of the sales technology market, along with a view on how it will impact 2025.
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Leverage Collaborative Supply Networks To Achieve Supply Chain Resilience And Sustainability
Learn how collaborative supply networks are helping some enterprises navigate the “new normal” of supply chain risk, and get a list of resources that can help your organization.
See How Top Brands Shifted From MQLs To Buying Groups
Missed the live session? Watch on demand to see how Siemens, Zendesk, and Palo Alto Networks transformed revenue strategies by moving from outdated MQL models to a buying group approach.
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Double-Clicking Into The Compensation Capabilities Of Sales Performance Management
Learn how the Forrester Sales Compensation Design And Management Model and a new landscape report can help evaluate sale performance management platforms.
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GenAI Is A Land Of Confusion For Revenue Leaders
It’s critical that revenue leaders develop a proactive strategy for applying AI for performance impact and separate reality from vision (or hype). Learn how to get started with these three steps.
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B2B Go-To-Market Budgets Will Continue To Be Tight In 2025: Here’s What Marketing And Sales Operations Leaders Need To Do About It
Facing tight budgets in 2025, here are the main areas where B2B revenue, marketing, and sales leaders should prioritize their investments.
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Red Flags Revealed: Navigating The Path To B2B Operational Excellence
This blog explores the importance of effective process management in B2B organizations, highlighting common challenges and providing strategies to achieve operational excellence through the mitigation of six red flags. The full report offers a comprehensive analysis, detailed breakdowns, and actionable insights for preventing these red flags to improve business outcomes.
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How Corpay Used Compensation To Improve Lead Conversion
Learn how Corpay redesigned its compensation programs to improve lead conversion rates.
Align Marketing And Sales Teams On Customer Value
Want to maximize revenue by prioritizing customer value? Discover how the Forrester Opportunity Lifecycle keeps teams engaged with customers at every stage of their journey.
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My Take On The Year Ahead For Sales Tech After Attending Three Key Events
This blog provides takeaways from Dreamforce, INBOUND, and CloudWorld that clients can use to get a perspective on each vendor’s vision for the coming year.
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The First Forrester Wave™ Evaluation Of Revenue Orchestration Platforms For B2B Is Live
The Forrester Wave™: Revenue Orchestration Platforms For B2B, Q3 2024, provides a comprehensive market evaluation of the ROP category, highlighting how these platforms integrate sales engagement, conversation intelligence, and revenue operations to enhance frontline productivity and buyer interactions through AI capabilities.
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Struggling With B2B Data Quality? Let Me Guess …
Over the years, Forrester analysts have helped thousands of B2B clients grapple with data quality challenges. Across those highly custom sets of business issues, a few clear patterns have emerged.
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