Sales Ops in a Remote World with Zane McCarthy, Sales Operations Lead at Fieldwire

This week, we are talking to Zane McCarthy, currently serving as Sales Operations Lead at Fieldwire. With a return to in-person office work on the horizon, many ops and sales leaders wonder what a mixed or fully remote sales ops team will look like.

Sales vs Ops 

At Fieldwire, Zane works in Sales Ops in conjunction with sales reps, business ops, and marketing ops teams. The advantage of such collaborative working is being able to execute your ideas across the funnel and have tighter integration between Sales, Marketing, & Business teams.

Fieldwire’s sales tech stack

Fieldwire uses Salesforce with integrations for cadencing, click-to-call dialling, and other supporting tools. 

Adapting to a remote sales approach

The creation and regular updating of documentation becomes all the more important when working remotely with clients and your team. 

Human connection in a remote team

Getting to know your remote team members on a personal level helps improve motivation and morale. Switching between video and audio calls also helps that team operate smoothly in a remote environment.  

The return to normal

Zane considers sales forecasting and pipeline review “in-person events”. However, certain people can be incredibly productive with remote sales ops. It’d be wise to find a customized mix between the two modes of working in the future. 

Old data points may not be as reliable as they once were. Leaders will rely on the reps’ personal communication with the clients and their gut feeling about the deal in this remote atmosphere. 

Highest value sales KPI’s

A robust qualified pipeline helps the team identify what worked and make accurately predictable forecasts. Even in a pandemic period, this metric helps test conversion hypotheses and promotes measurable growth.

Do organizations need a salesforce admin?

Smaller organizations might not need someone to operate in a Salesforce administration role, but they do need a person with robust Salesforce skills to navigate the system. As the organization grows and includes several sales reps with Salesforce licenses, it becomes imperative to separate the Salesforce administration responsibilities into a new role. Salesforce Trailhead allows the Ops team to learn the backend and create an abstraction so the sales reps could don’t have to worry about the admin side of things. 

Zane’s biggest inspiration 

Zane credits Dave Morel as his biggest inspiration. He would like to have lunch with Matt Bertuzzi whose book “Lightning Sales Ops” inspired him to excel in sales ops with a healthy attitude.

Subscribe To Sales Ops Demystified:

Posted in
Logo Icon (White)@2x

Newsletter Signup

Share this article

Related Content

Building Relationships and Using STRONGMAN Strategy to Close Sales Cycles with Bion Behdin, CRO and Co-Founder of First AML

In this episode of the Revenue Insights Podcast, host Lee Bierton is joined by Bion Behdin, Chief Revenue Officer and Co-Founder of First AML, a Regulation Technology company providing end-to-end Customer Due Diligence solutions. Bion is passionate about building relations because relationships help in closing deals. The episode is filled with insights on how to build relationships with the right personas. Bion also does a deep dive into the STRONGMAN strategy for managing the critical areas of the sales cycle.

How to Demonstrate ROI of Revenue Operations with Julian Hannabuss, Director of Revenue Operations at Procurify

In this episode of the Revenue Insights Podcast, host Lee Bierton is joined by Julian Hannabuss, Director of Revenue Operations at Procurify, a leading procurement and purchasing software company that lets teams track, control, and analyze all business spending so they can scale faster. Julian shares his insights on how revenue operations should present their revenue outcomes and can drive organizational value to the board. He also shares his insights on the difference between high and average performers in the sales and revenue teams. Julian shares some tips on how to mitigate churn at your company.

How to Build Your Pipeline Through Social Selling with Tim Hughes, CEO of DLA Ignite

In this episode of the Revenue Insights Podcast, host Lee Bierton is joined by Timothy Hughes, CEO of DLA Ignite, a strategic advisory and consultancy enterprise that enables organizations to leverage social selling to convert pipeline leads. Tim shares a three-step social selling process to build pipeline leads and highlights how conversations rather than content play a pivotal role in the conversion process. Conversions pivot around educating the prospects on their pain areas and then offering solutions to resolve the issues. The episode is also a gold mine for sales leaders looking for insights that are easy to adopt and implement.