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Frequently asked questions

Sales automation is the process of using technology to perform often tedious human tasks, reducing manual time, effort, and error.

Sales planning provides clear goals and a way to achieve them. Without it, a business likely doesn’t what their revenue targets are or how they’re going to grow.

A sales pipeline is a visual representation of where each prospect is in the sales process. It helps you identify next steps and any roadblocks or delays so you can keep deals moving toward close.

Sales forecasting techniques set sales teams up for growth and predictable revenue. Before you forecast, read our expert advice.

RevOps (or "revenue operations") is a B2B function that uses automation to help teams make decisions that grow the business.

CPQ is a sales tool for companies to quickly and accurately generate quotes for orders. CPQ applications often work in tandem with CRM platforms, ERP programs, and other business technology, which helps ensure integrated data and accuracy.