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Establishing the Revenue Ops Function
9 Answers
I view projects and priorities as "Big Rocks" and "Small Projects." The big rocks are foundational work streams for the business and will help drive the business forward. The small projects are also important but will be more of a "one and done" type of work. Big rocks should have one driver, and......Read More
4778 Views
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.
2 Answers
James Darragh
dbt Labs Head of Revenue Operations • December 7
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,......Read More
1115 Views
3 Answers
Ana Rottaro
ClockWise Head of Revenue Operations • January 10
Days 0-30: Discovery and Reporting 1. Go through the process of understanding necessary RevOps initiatives as noted in the question “What's your framework to prioritizing needs/deliverables when you're the first revenue operations manager at a company establishing the function?” 2.......Read More
1583 Views
2 Answers
Lindsay Rothlisberger
Zapier Director, Revenue Operations • April 4
Marketing Ops teams are typically focused on executing and optimizing marketing campaigns. This includes marketing technology system management, data analysis, and campaign planning. Revenue Ops teams are focused on optimizing revenue generation and the customer experience across all go-to-market......Read More
679 Views
1 Answer
Ana Rottaro
ClockWise Head of Revenue Operations • January 10
Aligning on the definitions in the awareness to revenue funnel and transparency are the most important factors in making sure shared KPIs are successful. If teams understand the definitions, they know what to expect from each other in terms of deliverables and they can share responsibility if cha......Read More
973 Views