A deal closes on Friday. By Tuesday, the project manager is rebuilding the scope from scratch because half of what was sold isn't in the SOW, and the other half was promised verbally to a buyer who's already on vacation. This is the sales-to-operations handover at most professional services firms, and it's where 8 to 20 points of project margin disappear...
- All
- CRM implementation
- professional services
- B2B operations
- B2B technology
- BI dashboard limitations
- CRM for project-based businesses
- ERP implementation
- HubSpot
- HubSpot for services firms
- bus factor
- change management
- digital transformation
- operations leadership
- operations management
- operations strategy
- professional services operations
- project management
- project margin
- project margin visibility
- project profitability
- real-time financials
- revenue operations
- sales handover
- sales operations