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What is your advice for creating and/or improving the revenue operations process when joining a small but growing team?

Particularly for a small company with no or little structure.

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

    dbt Labs Head of Revenue Operations • 3y

    Focus on getting the big systems in place first (on the sales side, for example, think CRM, data enrichment, sales engagement platform) and audit all the existing tools and processes currently in place. Ripping and replacing part of a tech stack is painful, but the earlier you make this decision, the easier it will be - so getting these tools procured and set up early-on is important. If you already have the main tech-stack pillars in place, ensure you have all the ‘future state’ tracking you’ll ...Read More

    2,622 Views
  2. Melissa Sinclair
    Melissa Sinclair

    Shopify Senior Revenue Operations Lead • 2y

    I think there are a few critical aspects to look at (and I would echo this even if it wasn't a small but growing team ;) ): Understand the Current State: Begin by thoroughly understanding the existing revenue operations process. Identify pain points, bottlenecks, and areas for improvement. Gather insights from team members and stakeholders to gain a holistic view. You can't build a great future state until you understand the current state and its issues/opportunities. It is SO critical that if t ...Read More

    1,243 Views
  3. Ken Liu
    Ken Liu

    Redis Director - Global Sales Strategy & Operations | Formerly Databricks, Google • 3mo

    When joining a smaller rev ops team, take time to understand the key pain points of the business, identify 'quick wins' (projects or activities that address the pain point and take less effort but have high impact), and prioritize addressing these quick wins. The benefits of doing so include: Credibility - you establish credibility with stakeholders by quickly making an impact in a short period of time Hiring roadmap - based upon the pain points you find, you can better understand what roles nee ...Read More

    397 Views

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