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RevOps Data
1 Answer
Ignacio Castroverde
Cisco Senior Director, Global Virtual Sales Strategy and Operations • October 26
When constructing and evaluating our data and reporting stack, we always try to follow a structured approach to ensure that we have a robust, scalable, and efficient system in place. Here are some of our guiding principles: 1. Define Clear Objectives: - Understand what we want to achieve with o......Read More
950 Views
2 Answers
Tyler Will
Intercom VP, Sales Operations • October 24
We are still in the early days of this at Intercom but there are a few things we have introduced recently that I think all companies would benefit from. 1. Forecasting / opportunity management: Nearly every sales tool we use (Salesforce, Gong, Clari, Outreach) includes some predictive ana......Read More
816 Views
2 Answers
Tyler Will
Intercom VP, Sales Operations • October 24
I assume the balance you are asking about is the need for responsive/urgent reporting or other work with longer-term strategic thinking vs. just how do you get the reporting work done in ~50 hours per week. If you're struggling to get the urgent work done in ~50 hours, then you are some combinati......Read More
759 Views
2 Answers
Tyler Will
Intercom VP, Sales Operations • October 24
This is a critical role of RevOps or Sales Ops teams but can be very challenging given the constant nature of any business and the questions/requests you get on a daily basis. Perhaps the most important way to do this is develop the ability (and the right) to say "no." You also need the right peo......Read More
735 Views
1 Answer
Ignacio Castroverde
Cisco Senior Director, Global Virtual Sales Strategy and Operations • October 26
Customizing RevOps reports for various departments and management levels is crucial for ensuring the information is relevant and actionable for each audience. Here’s how I approach this task: 1. Understand Audience Needs: I start by thoroughly understanding the specific needs, goals, and challen......Read More
777 Views
1 Answer
Ignacio Castroverde
Cisco Senior Director, Global Virtual Sales Strategy and Operations • October 26
Ensuring that RevOps reports are actionable and drive strategic decisions requires a thoughtful approach. Here’s how I do try to ensure our reports meet these criteria: Focus on Key Performance Indicators (KPIs): I emphasize the importance of centering our reports around crucial KPIs that are di......Read More
770 Views
1 Answer
Ignacio Castroverde
Cisco Senior Director, Global Virtual Sales Strategy and Operations • October 26
RevOps reporting is a critical component of business strategy, but it is often misunderstood. Here are some common misconceptions and how I do try to address them: 1. More Data Equals Better Insights: There’s a common belief that the more data included in a report, the more valuable it will be. ......Read More
768 Views
1 Answer
Ignacio Castroverde
Cisco Senior Director, Global Virtual Sales Strategy and Operations • October 26
Leading sales leaders to make data-driven decisions involves a combination of education, communication, and providing the right tools. Here’s how I approach it: Building Trust in Data: It’s essential to demonstrate the reliability of the data and the tools we use. My team ensures that our data i......Read More
765 Views
2 Answers
Tyler Will
Intercom VP, Sales Operations • October 24
We track 10-15 metrics closely at any time, but the ones that I think are most interesting to see the health of the business and identify where we should take action (either fix a problem or drive more growth) are below: 1. ARR/Revenue - how much revenue is the business as a whole generating.......Read More
770 Views
1 Answer
Tyler Will
Intercom VP, Sales Operations • October 24
Maybe this is too simplistic of an answer, but the more you can standardize the output and keep it consistent from week to week or month to month, the easier it is to automate. My team works on a number of recurring reporting activities and we (and our partners on other teams) have really pushed ......Read More
784 Views