Category: Onboarding
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The Sales Engineer in the Saas Sales process
This post is for Saas Companies that sell to three of the four primary target markets. I will use the following definitions of a target market. Consumer (B2C): Products and or services directly between a business and consumers who are the end-users of these products or services. You market to the person as a…
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The Career Roadmap for the Revenue Engine
As a revenue operation leader, one of the essential tasks is enablement, including setting up your teams for success. Success will consist of bringing enablement practices to sales, marketing, and customer success. As part of your charter, you have responsibility for Onboarding, Coaching, Professional Development, and Continuous Training. In this post, I want to focus…
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Your Customer Success Manager is not an Account Manager
In this post, I want to discuss the Account Manager and the Customer Success Manager. Who are they, and why do you need both? We have seen an acceleration in Companies transitioning to SaaS, aka Cloud. As stated by Laurie Wurster, Gartner Research Director, “Customers have moved from buying or leasing technology to buying IT…
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The Revenue Operations Roadmap
In my previous post on “Agents of Change,” we discussed using the W5 & H of change. Now we are going to review how we would use this methodology to build the Revenue Operations roadmap. I want to begin this post with a quote by Antoine de Saint-Exupéry “A goal without a plan is just…
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Customer Success & Revenue Operations
In this post, I want to talk about the emergence of Customer Success. The Customer Success Association has defined this as “a long-term, scientifically engineered and professionally directed business strategy for maximizing customer and company sustainable proven profitability.” They further define this as integrating the functions of Marketing, Sales, Professional Services, Training, and Support into…