RevOps Co-op Weekly #42 - Adopting the RevOps Mentality

How to prepare for a move from a siloed operations role to RevOps, why enablement belongs in RevOps, and what people new to Ops should think about before making the leap.

RevOps Co-op provides resources, content and community for those who ❤️ revenue operations. This weekly newsletter features collected tweets, posts and thoughts on a variety of RevOps topics. We also have a private Slack community with > 2,400 RevOps pro’s from companies like Slack, Lyft, Clari, Miro and more 👉🏻 click here to join.

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New to RevOps But Not New to Ops? Check Your Mindset

RevOps is very new, which means those who have been in the workforce a while likely started in a more siloed department.

For better or worse, that likely means we're apt to favor one department over the others or, at the very minimum, view one customer-facing department's job as harder than another. It's natural to want to please your boss and form more attachment to the people you work closest with.

"It's helpful to realize that RevOps has its own identity. RevOps is not just a support team for the CRO, CMO, or the Chief Customer Officer. Our ultimate goals should be linked directly to our organization's strategy. Supporting each team is a key part of the role, but RevOps is fueling and fine-tuning the go-to-market engine," said Toby.

"You can position the team as a receiver of requirements and requests, or you can position the team as at the forefront of thinking. You can proactively suggest improvements that will drive the organization's strategy further. It's an important distinction."

This doesn't mean that team members are experts in every tool or are expected to know the ins and outs of every department. Specialization has its place, but the key difference is that RevOps is united as a single team with a single vision.

"We have internal stakeholders, and there are important internal customers. For example, I have a fantastic marketing operations leader. She is the ambassador of revenue operations' priorities when she's interacting with marketing. And within the revenue operations team, she's the ambassador for the chief marketing officer and speaks to the marketing team's priorities. It's on us as a team to balance the priorities across marketing sales and customer success to determine what gets done in what order." 

Sometimes smaller organizations combine departments under a single VP (such as sales and marketing or sales and customer success). While this can work well, in many instances, we see the VP prioritizing the activities for the team they know as the most important. They know how much effort those activities take, and unfortunately, they don't always take the time to understand the level of effort or impact that can be realized by taking on a project for the "other" team.

"A strong revenue operations leader can add significant value to an organization. If an organization is heavily marketing-led, then nothing happens in sales or customer success. Or maybe an organization is very heavily finance-led. Then all of the finance systems are prioritized over the CRM or marketing automation platform or ticketing system. RevOps ensures that the projects that fulfill the largest company need are done first.

To prep for this mindset shift, Toby recommends spending time with people in different roles across departments.

"Walk a mile in someone else's shoes. A day in the life of internal stakeholders, I think, is important to understand. We have to try to orient ourselves around the bigger picture. Figure out what it is they do and how to improve their day-to-day. I think the other key thing to figure out is the collaboration and communication mechanisms within RevOps, such as adopting a project management system and having frequent stand-up meetings."

A Strong Argument for Enablement in RevOps

Anyone who has lived with Enablement reporting up to a specific department instead of RevOps knows the pain of trying to negotiate for time to train the sales team on CRM updates. 

“One of the huge benefits of having enablement within revenue operations is buy-in into systems training. It’s absolutely critical for customer-facing people to have deep product knowledge, but it's also important that people are comfortable with and understand how to use the systems that they have to live in every day.”

A big part of enablement is communicating changes that impact the rest of the organization. It’s a great way to promote process improvements, efficiency wins, and strategies that increase revenue or decrease expense.

“When you make a big change, proactively create an enablement event around it. A big part of the RevOps team being seen as at the forefront of improvement is visible communications.

New to Ops? Start Here

There's no better way to know if a position is good for you than taking it for a test drive. Ask for a side by side and watch someone do the job (just please don't ask to do this during quarter end). 

"Spend a couple of days in the life of your ops team and make sure that it's for you."

RevOps has a lot of different roles to fill. Project managers, system administrators, analysts, and enablement professionals are all welcome. But before you make the leap, you should know a few things.

If you're coming from a customer-facing role, you'll enjoy more autonomy over your success. What do I mean by that? Whether someone succeeds at many customer-facing functions is often dependent on the actions or decisions of prospects and customers. In RevOps, whether or not you do your job well is strictly reliant on whether you understand systems, numbers, and processes.

That said, "People with a natural inclination for numbers and data tend to do really well in RevOps. Numbers don't speak to everybody. And if numbers and data don't speak to you—if you can't look at a profit and loss statement and understand what's going on in the business, I would discourage you from doing something in revenue operations.

A belief that process and standardization are good things is also a must.

"If you're working in sales and you don't believe that sales methodology or sales process helps you, or you think developing a territory plan and then an account plan and then an opportunity plan in that order isn't important, RevOps probably isn't a great fit."

If you do a ride-along, believe in what operations does, and still want to join in on the fun, it's a great time to be in RevOps. The roles are in very high demand, technical role salaries have increased by leaps and bounds, and we're happy to train people who are eager to learn.

Read the full RevOps Co-op blog post here 👉 Adopting the RevOps Mentality

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LinkedIn URL for Toby


🐦 This week in #RevOps Twitter

From building products to building workflows, so true 👌🏻

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To all the RevOps superheroes out there, thank you 🙏🏻 🦸‍♀️ 🦸‍♂️


📅 Upcoming Events

RevOps Hangout with RevOps Co-op + Everstage - Thursday, August 5th @ 12pm PT / 3pm ET

Topics will include:

🚀 Sales Acceleration Hacks

What is the best SPIF program or a process change you have done to boost revenue for your sales teams? OR, maybe you are looking for some inspiration in this area to get things moving!

💰 Compensation with Clarity

Come and ask Everstage any questions about creating, changing compensation plans for any role you'd like. All your comp questions, clarified.

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📚 Your curated #RevOps reading list

Summer 2021 Sales Stack Check-in, from Reprise

Some folks have been talking about the “sales stack” for over a decade. Today, in 2021, I’m happy to say that sales tech has arrived in a big way and the sales stack is pretty dominant.

It’s no longer about trying to convince business leaders that sales tech is real and to double down their investments in it, it’s now about which solutions they should buy and how not to over-invest.

As I look at the different solutions out there and how they relate to the funnel, here are a few pieces that I’d recommend investigating outside of your CRM.

RevOps: Making Your Way to the Moon, from Chargebee

We have previously explored how Revops came to be more popular than John Lenon in such short notice. To understand the importance of RevOps further and what businesses thought about it, we collated information by speaking to many industry leaders and did our research on RevOps but we decided it’s time to bring in the big guns. We commissioned Forrester Consulting to evaluate the billing and revenue management technology market to understand the adoption levels of RevOps at a global scale.

The findings proved our initial research around RevOps right and brought in additional pointers to take note of.

6 ways the revolution of RevOps is becoming the new reality, from Digital22

RevOps is the latest buzzword every sales, leadership and marketing blog is talking about. To create a RevOps team, a company has to remove any operational silos that currently exist in individual departments to make way for a centralized team dedicated to operational efficiency.

Although it sounds difficult to achieve, there are plenty of reasons why you should consider switching to a more streamlined operational approach. These include:

  1. Drives growth and saves time

  2. More robust, consistent tech stack

  3. Happier customers, clearer expectations

  4. More streamlined sales

  5. Promotes predictable revenue

  6. Positions you as a forward-thinking organization


🔥 A few HOT #RevOps Jobs

Senior Marketing Operations Analyst @ Homebase

As a member of our growing marketing team, you’ll work closely with our marketing, product, and customer success leaders to shape the future of our chat & email marketing systems. You’ll not only lead our chat marketing efforts, but you will be pivotal in centralizing how we communicate with our customers across our customer success, sales, marketing, and product teams. You’ll own our data migration efforts, ensuring that customer data is passed from our internal systems to our marketing automation tools.

Sales Trainer @ PandaDoc

You will work closely with cross- functional teams and leadership of PandaDoc to standardize systems and implementation across all locations. Being extremely adept at creating content and delivering it in person, via video conferences, and email is a must. This role will also be responsible for developing and deploying a curriculum that seamlessly brings together Sales and Revenue.

Manager, Operations Strategy @ Toast

Toast is looking for problem solvers and fixers; Those “swiss army knife” players that can help us untangle the complexities of a rapidly scaling organization. As a member of our Operations Strategy team you’ll work broadly across the business to help teams imagine the perfect process for their team then help craft the right mix of new and existing technology to create that experience for our employees and customers.


Funnel IQ is an operating system for your GTM team that provides end-to-end, full funnel analytics and insights that keep marketing, sales and customer success teams aligned and working seamlessly together to drive more revenue growth for your business.