Streamlining RevOps for Strategy

Streamlining RevOps for Strategy

Stuck in RevOps traffic? From quota mismanagement to reporting dissimilarities, the challenges for RevOps leaders can feel like navigating Friday rush hour in Los Angeles. 

Bypass that pesky traffic and grab your ticket for the RevOps Streamliner, where we'll show you how to streamline your RevOps for strategy. Automate your most frustrating tasks, focus on  strategic initiatives, and get there with style and speed. 

We sat down with a stellar lineup of panelists including: Siva Rajamani (Co-Founder & CEO at Everstage), Allyson Clark (Vice President of Business Operations at Halo Health, Don Otvos (VP of RevOps at LeanData) and Jeff Ignacio (Host at Revenue Architect Podcast) to look at solutions for the biggest challenges in RevOps for alignment and efficiency. A huge thank you to Everstage for sponsoring this event!

Discussion topics

  • Methods for automating recurring commissions busywork

  • How to successfully reduce Sales escalations

  • The best tactics for reporting and metrics standardization

Key TAkeaways

  • Automating busywork: Getting the data right when done manually can end up being a point of discomfort later, get automated early on and make it visible and simple . Then, develop an operational framework that achieves Six Sigma level accuracy, On-time delivery of commissions, and an easy to understand escalation process. These are all essential to alignment. 

  • Tips for reducing sales escalations: Define your intricacies and look for patterns! Once you identify what recurring problems there are, it’s easier to find solutions to those and your one-off problems. Develop a stay in your lane policy:  until there's a significant change with data, stay in your lane! And lastly, remember it’s not just a speed process, it’s a trust process. Your operationalizing trust between your team and their commissions and challenges. 

  • Best tactics for reporting and metrics standardization: First, get your house in order. Make sure your definitions are clear and aligned. Second, get shared understandable KPIs and introduce some third mark benchmarks. Third, get the metrics that support your business goals, determine where your metrics will flow from and the process for it. Last, don’t allow “lone wolf” reports - make sure whenever someone in the org needs reports that they are coming to RevOps.