AMA: Intercom VP, Sales Operations, Tyler Will on RevOps Reporting

We use three tools for data and reporting: CRM (Salesforce), Clari, and Tableau. We also have Snowflake for the data warehouse but that's run by the Data Eng team in serv...

For internally generated data, I work with my team and the sales leaders to (1) set clear expectations, (2) reinforce the expectations, and (3) make it as easy as possibl...

We are still in the early days of this at Intercom but there are a few things we have introduced recently that I think all companies would benefit from.Forecasting / oppo...

Maybe this is too simplistic of an answer, but the more you can standardize the output and keep it consistent from week to week or month to month, the easier it is to aut...

We track 10-15 metrics closely at any time, but the ones that I think are most interesting to see the health of the business and identify where we should take action (eit...

Being able to point to initiatives driven by RevOps insights, in my opinion, is a good indicator of a healthy and productive team. If you don't have examples of this, you...

I assume the balance you are asking about is the need for responsive/urgent reporting or other work with longer-term strategic thinking vs. just how do you get the report...

We talk - a lot. I think RevOps/Sales Ops teams get into trouble when they build things in a bubble and don't spend time working with the consumers of the information. As...

I think there are three main areas - data hygiene, forecasting, and exec readouts - we focus on to create transparency and accountability with my Sales Ops team at Interc...

This is a critical role of RevOps or Sales Ops teams but can be very challenging given the constant nature of any business and the questions/requests you get on a daily b...

[Copied answer from another similar question]We talk - a lot. I think RevOps/Sales Ops teams get into trouble when they build things in a bubble and don't spend time work...

I think about forecasting and making it effective in three large areas: (1) process, (2) tools/models, and (3) data. Without getting each of those right, no "perfect mode...