Category: Onboarding
-
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
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…
-
AI & RevOps: A cautionary tale
AI & RevOps: Key Pitfalls to Avoid As businesses increasingly explore AI solutions, many overlook a critical foundation: a unified Revenue Operations (RevOps) data model. Without this, AI cannot fully deliver on its promise. A well-structured RevOps framework provides a comprehensive view of the customer journey, linking engagement activities to revenue outcomes. AI struggles to…
-
RevOps Playbook
A Guide to Develop a Comprehensive RevOps Playbook A well-structured Revenue Operations (RevOps) playbook aligns sales, marketing, and customer success teams to drive efficiency, maximize revenue, and enhance customer experience. Follow these steps to create a robust playbook: Step 1: Define Your RevOps Objectives Establish clear goals for revenue growth, operational efficiency, and customer retention.…
-
The Benefits of Revenue Operations in Scaling a Start-Up
As start-ups navigate the exciting yet challenging growth journey, finding ways to maximize efficiency and boost revenue while maintaining a lean operation becomes critical. One of the most effective strategies to achieve this is by implementing Revenue Operations (RevOps). RevOps integrates the functions of sales, marketing, and customer success into one streamlined process, focusing on…