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How do you ensure that the RevOps reporting process is aligned with the needs of the sales, marketing, and customer success teams?

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2 Answers
RevOps Reporting
  1. Tyler Will
    Tyler Will

    Intercom VP, Revenue Operations | Formerly LinkedIn • 2y

    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 a leader in RevOps or Sales Ops, you are probably already having 1:1 meetings with the leaders in these other functions. Sometimes reporting or analytics needs will come up organically but other times you'll have to dig to find out what is and is not working for them. Either way, by engaging you get a better understanding of th ...Read More

    1,865 Views
  2. Mollie Bodensteiner
    Mollie Bodensteiner

    Engine SVP of Operations | Formerly Engine, Sound, Deel, Marketo, Syncari • 1y

    Strong Revenue Operations reporting connects directly to what each team needs. Start by bringing sales, marketing, and customer success together to identify shared goals and unique requirements. Build dashboards/reports that give each team their relevant metrics while maintaining consistent calculations underneath. This consistency is crucial - when sales talks about "qualified leads," marketing should use the exact same definition. Document these shared metrics in a central place and review the ...Read More

    501 Views

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