< Back to Digital Library

Team Alignment: Your Organization’s Missing Ingredient

Team Alignment: Your Organization’s Missing Ingredient

Could a pod structure be what your revenue organization needs to create the perfect recipe for success?

Conor Cox, Chief Customer Officer turned Chief Revenue Officer @ Proposify, noticed they had an issue at their organization. Sales and CS weren't aligned on what plays to use for which customers, leading to knowledge gaps across the revenue organization. In short, they weren’t effectively closing deals or reliably bringing back customers for more. As they worked on a solution, a pod structure developed and changed the way they approach the customer journey. The result? Pure magic! 🔮

As Conor and his team have been there, done that, and lived to tell the tale, he wanted to share the secret ingredient to team alignment success: pod structures.

We took a deep dive into Proposify's experience with uniting teams and breaking down silos in order to deliver the best customer experience. 

We will be taking a deep dive into the following topics:

Topics

  • What on earth do you mean by pod structure?

  • Finally closing the gap between CS and Sales

  • Offering customers a custom sales experience via a team-based approach

  • Professional service as an add on to enable account expansion

Key TAkeaways

  • 🐘 Eat the elephant one bite at a time! It’s important to start small and study how people interact with one another. Look at the roles most leaned on most often from the sales side.

  • Using a data-driven approach allows for a good look at friction and gaps on a team.

  • Learn and iterate on a weekly basis; what changes will get you to the right person as quickly as possible?

  • When team members feel they are amongst peers it is easier to be transparent and vulnerable; this gives a safe space for CS and AEs to bring challenges to the team without the Big Brother component.

  • A team approach can reinvigorate your team by allowing for experimentation. The agile magic startups have doesn’t have to be lost within a larger team - this structure is a great way to bring it back.

  • Above all - have fun with it! This isn’t a one size fits all experiment but a jumping-off point for you to bring new energy to your team.