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Revenue Operations (RevOps)

Set the foundations for your business units to truly work as one team.

Hamina
ONEiO
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Salesforce
Siili-2
Cloud2
Visma Enterprise
WithSecure
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QT Group
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Happy Signals
Growberry
Cubicasa
Toggl Plan
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Strategyzer-2
Kemppi
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Howspace
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Meet the data-driven mindset to finally break your silos

Tired of trying to align your teams?

RevOps is a business function that aims to maximize your revenue potential by aligning and optimizing the operations of sales, marketing, and customer success teams

In short, RevOps is all about:

  • streamlining processes
  • improving cross-team comms and efficiency,
  • driving growth by breaking down silos between these departments
revops1

What to expect from RevOps?

Increase revenue growth

By aligning sales, marketing, and customer success, RevOps ensures that all efforts are focused on driving revenue. This alignment leads to more efficient processes and a clearer path to achieving revenue goals.

Well-implemented RevOps centralizes data from your various business units and should provide a unified view of your customer journey. This improved visibility enables better decision-making and more effective strategies to optimize revenue generation.

Improved customer experience

The equation is simple. With cleaner first-party data you know you can trust and more alignment between teams, RevOps sets the foundations for improved and personalized user and customer experience.

This should lead to higher customer satisfaction, increased loyalty, and ultimately, more repeat business.

How we helped Katana see data they can trust to drive their strategic decisions.

“The data we now get from our partner management program is highly used by the teams. It tells us what areas we should focus on. As a result, we can now make strategic decisions with numbers we can trust. For instance, we have been able to identify segments that are working better and have started more focused marketing towards them.”

Henri Viirok
Revenue Operations Lead, Katana

Henri Viirok

The 4 pillars of RevOps

1.

Strategic decisions from data you trust

We can help you turn your data into your most valuable strategic asset.

What you need is a data strategy to ensure that you have the data you need—in the right form, in the right place, clean, complete, and accessible. For that, we'll help you craft a data model highlighting the data you want, in what  format, and where you want it stored.

  • A clear data strategy. This is your compass to make informed business decisions. It includes your main KPIs, what you need to measure them, how your data will be collected and stored, and how you keep up with it (reports and dashboards)
  • Clean and complete data. Messy or missing data is the death of insights. Check your system and clean up messy data, e.g. duplicates, data stored in multiple places, etc.
  • Use data enrichment to increase the performance of your targeted campaigns by complementing first-party data with additional information from external sources. For instance, enriching customer profiles with firmographic data will increase the relevance of your segmentation efforts.
  • Ensure data compliance by adhering to data protection regulations and industry standards to safeguard customer information and maintain trust.

2.

Efficient processes everyone follows

Inefficient processes lead to missed opportunities and wasted resources.

RevOps focuses on streamlining operations to maximize productivity and effectiveness.

  • Sales processes to support your growth, reduce the sales cycle time and improve close rates. This might involve revamping lead qualification, standardizing sales stages, or improving handoff processes.
  • Marketing automation to increase relevance and automate repetitive marketing tasks from a clear data set to save precious time without damaging the experience.
  • Customer journey mapping to improve user experience, identify opportunities for improvement, and ensure a seamless experience across all touchpoints.

3.

Highly functioning techstack

A highly functioning tech stack is now essential for driving business growth and efficiency.

By integrating advanced tools and technologies, you will streamline operations, enhance productivity, and achieve better outcomes. Beyond the technicalities, this means:

  • Improving operational efficiency by automating tasks and reducing manual effort, allowing teams to focus on strategic initiatives.
  • Improving productivity by providing employees with tools that improve collaboration, communication, and task management.
  • Setting the foundation for better outcomes with solid technical foundations, for all business units, leading to improved customer satisfaction and increased revenue.

4.

Cross-functional collaboration

Siloed teams cause misaligned goals and inefficiencies.

RevOps fosters collaboration to ensure that all teams are working towards common objectives.

  • Define shared goals and align sales, marketing, and customer success teams around common objectives, ensuring that everyone is working towards lifting your business' performance.
  • Establish regular catchups to encourage communication and facilitate cross-functional initiatives to discuss performance, address challenges, share best practices, and maintain a solid relationship between business units.
  • Learn from feedback loops and mechanisms for continuous feedback between teams and identify issues early to drive continuous improvement.

How we do it

Our 4-step approach to deploy RevOps

#1 - Assessment of your situation

Assessment

The first step in your RevOps journey begins with an assessment of your current operations* to:

  • Understand your goals
  • Understand how you operate
  • Get a clear view of the tools you use (and their purpose)
  • Map your current processes
  • Identify potential gaps
  • Identify opportunities for improvement

This involves all your business units.

#2 - Strategy development

Strategy development

Once our assessment of your current operations is complete, our experts work with you to develop a tailored Revenue Operations strategy, including:

  • Defining roles and responsibilities (and, especially,  designating your  RevOps lead)
  • Planning for introducing new tools - if needed - to fill the gaps in your existing processes.
  • Structuring new processes to help you access the data you need and improve cross-team collaboration.

 

#3 - Implementating RevOps

Implementing RevOps for your business

At this stage, we're all aligned on what RevOps will look like in your organization, and we're ready to implement. This means: 

  • If needed - facilitate integrations to ensure your data flows properly.
  • Implement your new processes in HubSpot.
  • Train all required personel to ensure new processes are understood and used well.

#4 - Optimizing your processes

Optimization

At this stage, we closely monitor how your teams follow up with the new processes and fine-tune what needs optimization, based on observations and feedback.

What you'll get from us

Revops-process-map

A clear map of your new processes

Large project implementations tend to fail if they aren't understood. We clearly communicate the WHYs and HOWs to all parties involved to secure the highest possible level of adoption. That includes a clear comparison of what used to be, and what is now.

Revops-rules-mapping-steps

Written outlines of the 'new rules'

The best way to let daily life overtake well-established processes is uncertainty. We make sure that all the parties involved know how to navigate your new processes to ensure they stick and carry your growth.

Revops-reports-and-process-implementation-steps

Implemented processes in HubSpot

We'll do the heavy lifting from HubSpot and walk you and your teams through the new processes to follow and dashboards and reports to analyse to get the information you need to make more informed and impactful decisions.

A HubSpot-led approach

RevOps isn't just born from good intentions; you need a solid martech ecosystem to build from.

And we strongly believe that HubSpot is the best glue to make it happen.

Hamina
ONEiO
Sevendos
Reaktor
Salesforce
Siili-2
Cloud2
Visma Enterprise
WithSecure
Payhawk
QT Group
QPR
Happy Signals
Growberry
Cubicasa
Toggl Plan
Virta
Strategyzer-2
Kemppi
Gapps
Heeros
Vapaus
HR Datahub
Shortcut
Howspace
Shared Contacts for Gmail
Calqulate
Mediamaisteri
RecRight
TalentAdore
Costa Commerce
Castellum

Will you catch the RevOps train in time?

RevOps is designed to strengthen the backbone of your organization.

When things get shaky, only sturdy businesses will come out as winners, as they navigate with clear processes and data they can trust.

 

Makes sense?

Let's have a talk!

Our calendar booking is the simplest way to get in touch. Just pick a time slot and book it!

Alternatively, you can fill out our contact form, and we’ll respond within the next 24 hours (unless, of course, it’s the weekend or a national holiday).

* if you're interested in working for us, visit our careers page!