Category: Revenue Operations

  • Always Be Connecting – a key to unlocking the truth

    Always Be Connecting – a key to unlocking the truth

    In RevOps, we have our own ABCs to follow! Connecting… People to people. Platforms to platform. Process to process. But how can you put this into practice and actually create that necessary connective tissue between sales, marketing, and customer success? Or understand and identify when an organization is set up for RevOps success? Some tips!…

  • How to get Exec buy-in for RevOps initiatives

    How to get Exec buy-in for RevOps initiatives

    Raise your hands if you’re in RevOps and you are FRUSTRATED. ๐Ÿ™‹โ€โ™‚๏ธ Yup, another end of the month, end of the quarter… let’s continue juggling strategic long-term initiatives with tactical immediate requests. ๐Ÿคนโ€โ™€๏ธ Trying to keep track of the movement, momentum, and mood of all your customers across all departments with tiny teams and teeny…

  • Who should RevOps teams report to?

    Who should RevOps teams report to?

    My unsolicited ๐ŸŒถ hot take ๐Ÿ”ฅ as a 20 year RevOps/SalesOps vet and SaaS Founder: Yup. ๐Ÿ˜Ž RevOps teams SHOULD report to the CEO. And it all comes down to one thing: balance. The way I see it, the top 3 options in C-suite are either the CRO, the CFO or the CEO. When RevOps reports directly to…

  • Sales Forecasting – Where Should I Start?

    Sales Forecasting – Where Should I Start?

    Answering some burning follow-ups from last week! In my last article, we went over why forecasting is so important to the entire organization and not just sales. Once you’ve decided to introduce a forecasting model, a whole lot of follow-up questions pop up, such as:๐Ÿค” where do I begin?๐Ÿ˜ฅ what? there’s more than one forecasting…

  • Sales Forecasting – Why should I care?

    Sales Forecasting – Why should I care?

    A little personal back story! ๐Ÿ‘€ Before building out ForecaaS Software, I was a sales and revenue operations consultant, working with a multitude of different SaaS based and tech companies to help them develop the processes and methodology to run more effective teams. Accurate forecasting is a topic near and dear to me (one might…

  • Hot Tip #4: Giving free months can get expensive

    Hot Tip #4: Giving free months can get expensive

    Who doesn’t like free stuff?? (spoiler alert: your ARR reporting doesn’t, that’s who!) It’s halfway through July, and as we get into the later quarters of the year, quotas are being eyed with more scrutiny and spiffs and promotions offered more liberally, chief amongst them being free trials. Free trials are a great incentive to…