Category: Playbook

  • The role of AI in the RevOps framework

    What are the four primary functions of RevOps: Operations: As in the name, The Operations function within Revenue Operations (RevOps) is crucial in ensuring your Go-To-Market (GTM) teams work together painlessly to drive revenue growth. The primary objective of this function is to standardize and optimize the go-to-market (GTM) processes across these teams. By aligning…

  • 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…

  • The rise of RevTech bloat.

    The changes in how buyers buy and sellers sell have led to unprecedented growth in tools to support the customer journey from “Awareness to Advocacy,” we now have hundreds if not thousands of new tools available for a company to use. In addition, growth in RevTech AI tools has also increased, with apps such as…

  • Office Politics and RevOps

    RevOps is a “team role,” not a solo role. As a leader in RevOps, you need to grow your ability to negotiate continuously, influence, engage, convince and persuade effectively to get things done. I was taught that “Management is the art of getting things done through others.” So what has that to do with Office…

  • Why there is no such thing as Best Practices

    Recently I was requested to develop a series of “best practices” for lead management from the cradle to the grave, including the service level agreement on a “what is a lead” from Marketing to Sales. I asked what “best practices” looked like to them, and they said they wanted to adopt the best practices of…