Enterprise Systems

Within the enterprise organization and the enterprise sales process, you will encounter various enterprise systems. Each of the systems is a technology application dedicated to providing functionality regarding a specific task. The main applications are related to:

CUSTOMER RELATIONSHIP MANAGEMENT (CRM) –

The number one CRM is Salesforce and you should absolutely be able to navigate and move opps through the sales process outlined by the enterprise organization. You will also need to forecast your opps in order for management to see the projected revenue of what you are working on. Additionally, you can create opps, submit deals (closed won), add pricing to the opp, submit cases for opps (sales planning, PO creation, etc), log meetings as events.

PLATFORM DATA–

Tableau is a leader in the field here regarding pulling reports from data sets. Using data to tell story in slides to make the business case.

ADMIN -

Allow you to see how things are performing on platform based upon KPIs set up by the company itself. This will be a native application built by the company itself. Within Admin you will be able to run Time Range Reports to see performance over a specific period of time. Additionally, you will be able to see the payment accounts for live deals and see the spend and structure of the deal. In AdTech, it may be necessary to pull inventory for the deal that you are working on with an expectation/fulfillment application.

G-SUITE–

Google’s business applications that mirror Word, PowerPoint, and excel. This will help you model in sheets, present in slides, and write agreements in write. There will most likely be standardized vertical specific slide decks to be used for DCs, PCs, and Proposal calls.