Category: Onboarding
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Key Challenges in Revenue Operations and Effective Solutions for Overcoming Them
Revenue Operations (RevOps) is becoming a critical function that aligns sales, marketing, and customer success to drive revenue growth. However, as companies scale, they often encounter several challenges in implementing and maintaining an effective RevOps strategy. In this blog post, we will explore the most common obstacles faced by RevOps teams and offer actionable solutions…
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The Role of Pre-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. The business-to-consumer (B2C) model involves the direct provision of products and services from a business to consumers, who are the end-users of these offerings. Marketing efforts are directed toward…
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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…