Tom spoke with Megan Foster, Sales Operations and Strategy Manager at Concord. She provides some captivating thoughts on how to improve processes.
Megan found that ops is the perfect fit for her personality. She loves to make things more efficient and serve people better. Her philosophy is that there is always a better way to do something and organisation is a key part of her success.
Megan believes that when starting a new role, it is crucial to focus on listening. You should develop a deep understanding of what they are facing and what their issues are. Her background in mergers and acquisitions allows her to effectively streamline processes.
For Megan, creating a strong foundation with data is essential. She achieves this by ensuring that salesforce is highly organised.
A key priority for her is being proactive instead of reactive. Megan’s solution is to decide what she wants to achieve over a specific time period. Then breaking this down into smaller goals and making sure her actions align with this.