AMA: Redis Director - Global Sales Strategy & Operations, Ken Liu on Finance / Revenue Ops Alignment
September 3 @ 10:00AM PT
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How do you get finance to allocate budget to programs that we haven’t proven out yet, but are experimental?
We recently brought on a CFO and they are asking us to add timelines for ROI to many of the programs that have not yet begun (like influence marketing).
Help increase the chances of greenlighting your experimental programs by:Aligning and proposing the programs in line with Finance's planning cadence (e.g. qtrly) as early...
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Where is the best place to start improving the accuracy of pipeline and forecasting reports (currently off by at least 20% each quarter)?
We use Salesforce and currently base reports on opp stages.
For simplicity sake, I'll assume that your forecasts at the beginning of the qtr are +/-20% from end-of-qtr (EOQ) actuals (since forecasts near the EoQ converge with actu...
584 Views
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To help Finance greenlight financing your SaaS solution requests, present the request in the language of Finance; create a business case that demonstrates the ROI of the ...
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Forging a strong relationship with Finance has been instrumental in increasing the impact of my RevOps teams through unlocking budget for projects and feedback on analysi...
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