Category: Customer Success

  • What Is a Sales Methodology Part II

    How to Choose, Apply, and Benefit from the Right Approach for Your Sales Team The B2B Sales Model: What is best for your team? In B2B sales, several models are commonly used depending on the product complexity, deal size, sales cycle length, and buyer behavior. Here are the most widely used ones: 🧠 Qualification-Focused Frameworks…

  • The RevOps Maturity Model: Where Does Your Business Stand?

    In a competitive, data-driven business environment, companies can no longer afford to operate with siloed sales, marketing, and customer success functions. Enter Revenue Operations (RevOps)—the strategic alignment of these key departments, driven by a centralized approach to technology, data, and process. However, not all RevOps functions are created equally in every company. Businesses fall across…

  • How to Measure the Success of RevOps

    Revenue Operations (RevOps) has become crucial for businesses looking to align sales, marketing, and customer success to drive revenue growth. However, simply having a RevOps team in place is not enough—you need to measure its effectiveness to ensure it delivers tangible business value. But how do you define success in RevOps? Here are the key…

  • The Handoff Sales-to-Services

    If you have ever watched a customer relationship unravel after the deal is signed, you know the pain of a poor sales-to-service handoff. I have seen it firsthand while leading Sales and Revenue Operations at a fast-paced SaaS company. Deals closed excitedly, only to fizzle during onboarding due to miscommunication, lack of prep, or duplicated…

  • How RevOps Automate Workflows Without Losing the Human Touch

    How RevOps Automate Workflows Without Losing the Human Touch

    Automating Revenue Operations (RevOps) workflows can drive efficiency, reduce manual errors, and enhance decision-making. However, over-automation can lead to losing the human touch, which is essential for building strong customer relationships and fostering collaboration. Here is how to balance Automation with human engagement: 1. Identify High-Impact Automation Opportunities You should not automate all processes. Focus…