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How do you coordinate and work cross functionally with the demand generation team to create commonly shared KPIs?

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3 Answers
Establishing the Revenue Ops Function
  1. James Darragh
    James Darragh

    dbt Labs Head of Revenue Operations • 3y

    The org structure I mentioned really lends itself to working cross functionally. Our marketing ops folks are embedded on the marketing team and work together to create and cascade down quarterly OKRs and KPIs. The quarterly roadmap and project plans are built collaboratively and team goals and metrics roll-up to our larger company level OKRs. We have several ongoing synchronous meetings and async updates with key stakeholders (one on leads, one on pipeline, one on SDR work, etc.) as well as quar ...Read More

    2,172 Views
  2. Kayvan Dastgheib-Beheshti
    Kayvan Dastgheib-Beheshti

    Payscale VP, GTM Operations & Business Intelligence • 2y

    It's crucial to recognize that the demand generation team is a critical stakeholder in revenue operations, just like sales, and customer success. Effective cross-functional collaboration begins with taking the time to understand the demand generation strategy—how it has evolved and where its leaders envision it heading. 1. Building Trust and Understanding: The first step in working effectively with the demand generation team is to establish trust and demonstrate that you comprehend their vision, ...Read More

    803 Views
  3. Eduardo Moreira
    Eduardo Moreira

    LinkedIn Director of Sales Strategy and Operations (EMEA & LATAM) • 2y

    In my view, this involves orchestrating a process of 4 steps: (1) understanding the purchase funnel, (2) align on a common taxonomy, (3) define key metrics and CRM activities and (4) create a funnel view reporting. First, work closely with customer-facing teams to gain deep insights into the purchase funnel and the entire acquisition cycle across all channels. This understanding lays the groundwork for developing meaningful and relevant KPIs that reflect the entire customer journey (and potentia ...Read More

    691 Views

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