Go To Masters Show

Roxanne Dable on Why CRMs Fail When Reps Keep Spreadsheets

17 min · 1 mei 2026
aflevering Roxanne Dable on Why CRMs Fail When Reps Keep Spreadsheets artwork

Beschrijving

Roxanne Dable is the Director of Sales Operations at Zendesk, where she focuses on driving operational excellence and aligning sales processes to deliver customer value at scale. On this episode of the Go To Masters Show, she shares insights from 15 years across banking, fintech, SaaS, and healthcare, including her experience as a fractional COO during the pandemic. * Why the biggest CRM mistake is treating it as data storage instead of an enabler that helps teams work smarter * How 100 required fields to close a deal forced reps to keep deals in spreadsheets, making pipeline reports unreliable * The COO lens: quota decisions don't just affect sales but impact finance, recruiting, and customer success capacity Connect with Roxanne: LinkedIn [https://www.linkedin.com/in/roxannedable/] Follow us: LinkedIn | X

Reacties

0

Wees de eerste die een reactie plaatst

Meld je nu aan en word lid van de Go To Masters Show community!

Probeer gratis

Probeer 14 dagen gratis

€ 9,99 / maand na proefperiode. · Elk moment opzegbaar.

  • Podcasts die je alleen op Podimo hoort
  • 20 uur luisterboeken / maand
  • Gratis podcasts

Alle afleveringen

144 afleveringen

aflevering Why the Person Running Your Comp Plan Should Be the One Closest to the Pipeline artwork

Why the Person Running Your Comp Plan Should Be the One Closest to the Pipeline

Daniel Wolman is Head of Incentive Compensation at Dext, the bookkeeping automation platform, where he runs comp solo across multiple regions after 15 years in ops and RevOps. In this episode, he makes the case that RevOps should own comp because they're the only function that designs for behavior rather than cost control or fairness. He walks through how Dext restructured their account management plans from a single net revenue metric to split growth and retention targets, how to spot when reps are sandbagging deals because the plan is broken, and why CSM comp is so hard to get right when the role doesn't hold a revenue number. He also covers performance management, the shelf life of salespeople, and how to run a global comp function as a one-person team.

6 jun 202648 min
aflevering If a Rep Switches Products Because of Comp, Your Plan Is Working Against You artwork

If a Rep Switches Products Because of Comp, Your Plan Is Working Against You

Ajay Erogbogbo is VP and Head of Revenue Operations and Strategic Initiatives at Pathward, a publicly listed financial holding company, where he designs incentive comp for commercial lending officers. In this episode, he breaks down how variable comp works when it's tied to loan origination volume with two-year clawback windows, why standardizing comp across product lines creates distortion when the risk profiles are different, and how he distinguishes between a performance issue and a design issue during monthly reviews. He also covers why the biggest structural comp mistake is designing for what's easy to measure rather than what creates value, and how giving BDOs a simulator to model their earnings changes the entire plan rollout conversation.

5 jun 202638 min
aflevering Stop Running Mad Libs: What the Top 10% of Outbound Teams Do Differently artwork

Stop Running Mad Libs: What the Top 10% of Outbound Teams Do Differently

Kris Rudeegraap co-founded Sendoso after a decade in software sales, when he watched email go from effective to noise and started looking for a better way to build relationships with prospects. Today Sendoso is the leading direct mail and gifting automation platform, and Kris has spent years watching what separates high-performing outbound teams from everyone else. On this episode of GoToMasters, he and host Mike Groeneveld get into the "Mad Libs problem" — why 75% of teams are still running templated sequences that look identical — and what the top 10% are doing with AI and multi-channel to fix it. They also cover how the BDR role is splitting into two distinct profiles in 2026, what it takes for AEs to win longer enterprise sales cycles, and why personalization is what determines whether a direct mail gift lands or backfires.

30 mei 202626 min
aflevering When Incentives Work Too Well: 30 Years of Comp Design in Chemical Distribution artwork

When Incentives Work Too Well: 30 Years of Comp Design in Chemical Distribution

Sam Wegman is VP of CX and Commercial Operations at Univar Solutions, one of the world's largest chemical and ingredient distributors, and has spent over 30 years in the industry. On this episode of GoToMasters, Sam and host Venkat Sabesan get into what makes comp design different in a commodity-driven, high-velocity B2B environment, including a case study on what happens when you pay only for the products you want to grow. They cover why Univar has always paid on gross margin rather than revenue, how they built a "trust and verify" system for fast-moving product lines, and why most comp inaccuracy problems trace back to master data, not the tool. If you run commercial or sales operations in distribution or manufacturing, this episode covers terrain that most software-focused comp conversations skip entirely.

29 mei 202620 min