The Problem with Task-based Proposals
Success requires continuous improvement. This is especially true in the solutions architecture and sales leadership roles I’ve held and led in the custom software development...
Category: Sales Operations
Top 3 Reasons Why you Need to Take Action and Adopt Parallax
Just like adopting a new pet, getting married or going on a long vacation, there’s never a perfect time to adopt a new business solution...
Questions you Should Ask When Evaluating PSA Platforms
Specifically built for the needs of digital services companies, professional services automation (PSA) platforms help digital agencies manage time tracking, contracts, project management, invoicing, billing,...
Productized Services: Why & How Custom Digital Services Firms Should Adopt Them
Productized services are packaged service offerings that digital services firms and consultancies can resell in a repeatable, standardized way. These packaged offerings are common in...
Build Your Sales Program in 10 Steps
This post is part of our quarterly series focused on sales operations. We believe that to grow confidently and profitably, digital services firms need to...
Resist the temptation to Reinvent the Agency Operations Wheel
Many things make your firm unique from the one down the block: your culture, people, methods, and origin story — to name a few. But...
Industry Benchmark Calculator: How Do You Stack Up?
Digital services companies set themselves apart from each other with the caliber of their craft, method, and people. But when it comes to running the...
The Power of OKRs for Digital Services Companies
Objectives and Key Results, what most people call “OKRs,” is more than a buzzy acronym used across the tech community. OKRs are a framework that...
5 Sales Operations Best Practices For a Professional Service Organization
If you’re a founder of a professional service firm, you probably didn’t start the company because you wanted to be a salesperson. You likely set...