Sales, Ops, and Finance: finding the sweet spot in process automation
Sponsored by
Adam has been part of the Solution Centre of Excellence in the Professional Services at Conga, with >7 years of delivery experience of CRM, CPQ, CLM, Order and Asset Management, Revenue Recognition and Billing, as well as various System Integrations. As a Solution Architect, Adam’s role has been gathering requirements in client workshops, documentation of solution design, leading implementations, and supporting with rollouts. Adam has worked with clients in a range of verticals such as manufacturing, retail, pharma, high-tech, education, and others.
Sales, Ops, and Finance: finding the sweet spot in process automation
A Conga BBQ and Bourbon Event
What you’ll learn:
A rep over discounted a proposal; a deal contains incompatible products -- mistakes happen when sales reps are bogged down with the intricacies of complex products and pricing rules. On the flip side, Ops and Finance need accurate data to meet their goals, which can lead to over-templated processes that stop Sales in their tracks. The struggle has always been balancing where process and behavior meet.
To find the process sweet spot, businesses need to focus on the ins and outs of the entire sales process and layer in automation that saves everyone time and energy. In this webinar, we’ll discuss how to approach automation in the sales process so Sales, Ops and Finance all win. Takeaways include:
- How to build requirements for automation the right way
- Common process gaps and strategies to fill them
- The long-term benefits of automation to your business
Join us for a Virtual BBQ & Bourbon Event with Conga. Hear from expert speakers, followed by the ultimate cooking experience – BBQ. TechTalk Summit's resident Whiskey Ambassador and BBQ Pro, Richard, will guide you through the intricacies of not only how to taste American whiskey, but also how to barbecue like a pit-master in your own backyard.
Agenda
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Whisk(e)y Ambassador, Richard Beeson
Your Whisk(e)y Ambassador for the tasting, Richard Beeson, has traveled to Ireland, Mexico, Germany, and throughout the US to study distillation and brewing. After making the switch from the restaurant industry to the distribution world in 2013, Richard worked with the new wave of Irish craft distillers breaking into the US market, Scotch whisky importers with unique bottlings, as well as US distilleries looking to capitalize on what became a global boom. In 2017 he opened his own small whisk(e)y pub in his hometown of Lowell, Massachusetts, The Keep, which boasts one of the largest and most diverse selections of whisk(e)y in the state.