RevOnyx

Thank you Revenue Operations Alliance for selecting me as a finalist for the Revenue Operations Rising Star Award!! ?? #RevOnyx

RevOnyx celebrated a client leaving this week ??... (but it's not what you think) Here's the story... We've been engaging with a prominent company in the recruiting space and helping them with their #hubspot & #revops processes. They'd recently moved off of #salesforce and worked with a different firm to make the transition. It went horribly: ? Thousands of unusable & duplicate records imported ? Hundreds of legacy fields and misaligned processes ? Low CRM adoption and a lack of understanding how to gain value from it From the outside advisor's perspective, it's clear there was a misunderstanding of where the client was coming ????????, which is essential for where they were going ????. Unfortunately, it's a movie we are continuously forced to watch, over and over and over again. (This is why being experts in both CRMs, while having a "Strategy First" mindset is required... just saying ??♂?) The worst part is... ???????? ????*?? ??????'?? ??????????. Companies just like our client spend hundreds of thousands of dollars in licenses, consultants, in-house experts, training, troubleshooting, etc. When you have a situation like this, shock waves are sent through the organization ~ no one is happy. ?????? ????'???? ?????????????????????? ?????? ?? In under 6 months we were able to turn a costly weakness into a RevOps strength: Processes were improved. CRM optimized. Junk removed. But here's where we really made a difference... ? ?????????? ?????????? Deep down, they didn't believe success was possible. They'd been hurt by "experts" too many times before and were ready to throw in the towel. We communicated the hard stuff no one wanted to share and explained the "why it's important" message behind it. They knew we had their back and that we'd guide them down the right path, no matter how hard the reality. ? ?????????????? ?? ?????????? ???????????????? They are RevOnyx super fans now. They even asked us to meet in a few weeks for a social gathering with the strict mandate to avoid talking shop ~ we're more than just hired guns and they are more than just a customer. ? ?????????????????? ????????-?????????????????????? We took the time to teach them how do to what we do. They don't need us to be in it every day like we've been any longer. And that's the point... We're not after creating "?????????????????? ??????????????," we are after creating "?????????????????? ??????????." ? ???? ???????????? Our internal team was happy and had zero anxiety; I can't tell you how important that is for us and our clients. It was a high stakes engagement, but low levels of stress. We enjoyed every second of working with them! What started as a simple community message, turned into a huge success story and it couldn't have been done without a few key members of our team. I'd like to thank Rachel Sullivan & Olivia Satow for making this possible and for treating our customers like humans, ?????? ????????. #biggerthanbusiness

Implementing a #CRM yourself is kind of like putting Wayfair furniture together, alone, with the flimsy, included Alan wrench… It’s painful. It’s time consuming. It’s frustrating. It’s complicated. ?????? Sure, you can do it yourself, but what happens when you misunderstand the first step and use the wrong screws for the wrong pieces? You have to take it ALL apart and start over, hoping you didn’t strip any screws and have to spend more money at the hardware store. (This is my second attempt ????♂???) This is a low stakes example ~ in the end I’ll be eating Advil like skittles and enjoying the amazing PNW weather this evening ?????? But what if my inability to build this right the first time costs me thousands of dollars and hundreds of wasted hours? Doesn’t make sense to do it the hard way anymore does it? Save yourself the headache. Invest in the “professional installation.” #revops #salesforce #hubspot

Join me on 7/23 to talk about customer success and the best strategies to keep your customers… AFTER they sign the dotted line. ?? #revops RevOps Co-op

Hot Take ??: You should never have more than ?? ????????????-?????????????????? ?????????? for a single Object in #salesforce ?????? ???????????? ???????? ???????????????????? ?????????? ????????????, ???? ?????? ??????????????????: 1. Click the "??" for ?????????? 2. Type "????????" in the search box & navigate to ?????? ?????????? 3. Count the total number of record triggered flows for the "??????????????????????" object. ?? ?????? ?????? ???? ?????????????? ???? ???????????????? ???????? ??????'???? ???????? ????+ ???????????? ????????????-?????????????????? ?????????? (???????? ???????????? ????+) (If I lost the bet, send me a DM and claim your winnings ??) ? The ??????????????... Like empty water bottles piling up in your car, you're creating an uncomfortable environment for others to sit. A handful lying in the back seat between your ice scraper from '98 and the folder of NOW CDs is manageable. After 2 Costco-sized pallets though? Not so much... ?? ?????? ????????????: ? Conflicting Processes ? Faults & Errors ? Scalability Identifying a business process across multiple automations can get tricky and when it comes time to support new business requirements, you'll be scratching your head. You'll find that triggers don't always filter out records that aren't applicable, so every record in your org updates even if you don't need it to. Compounded by the number of records, flows, processes, business units, etc.? ???????? ??????????????????????, ?????????????????? ????????, ?????? ?????????????????????? ????????????. ? The ????????????????... The solution is simple, it just takes an extra minute and some discipline. Like taking the stairs instead of using the elevator. Is it harder? ????????. Is it worth your sacrificing your health? ????????. Follow the green boxes: ?? ???????????? ?? ???????????? ?????????? & ?????????? ???????? ???? ??????????????: "{object} - Before Save Master" "{object} - After Save Master" "{object} - Upon Delete Master" ???????????? ???????? = "???????? ?????????? ??????????????." When a field changes, update another field on the same record. (Example: "Type" is changed > update the Opportunity name) ?????????? ???????? = "?????????????? & ?????????????? ??????????????." When the record changes and you want to perform an action or update a related record. (Example: Opportunity = Won > Send a ?? to Slack) ???????? ???????????? = "???????? ?? ???????????? ???? ??????????????." (Example: Opportunity is deleted, remove a related custom object record for "Implementation") All automation should live on 1 of these 3 canvases going forward. Save time. Reduce errors. Less technical debt. Scalable design. Thank me later. ?? ??Bonus Tip: Create a decision element for "Created or Updated Only." More flows consolidated! #revops #flowbuilder --- Hi, I'm Jeremy Steinbring ?? ~ nice to meet you! ?? Did you like this? Learn something new? Want more RevOps tips? ?? ?????????? ???? ???????? + ???????????? + ??

Frustrated with your #CRM & struggling to gather insights from your customer data? Read this...?? I've had the privilege of working in sales, marketing, CS, & product throughout the last 13 years. I've been in-house, a fractional consultant, & an agency owner. I've seen every angle of this story from every strategic & technical position. This is what I've learned... #?????? ???????????????????????? ?????????? ???? ?????? ?? ???????????????? ???????????????? ? Here's the reality... The world is moving to an integrated, highly automated, AI-enabled, & tech-centric business core. We'll see young companies especially require less human capital to generate higher levels of revenue than we've ever seen before. The "big picture" has gotten bigger and we can't rely on a single piece of technology any longer. So, the question is: "?????? ???? ???? ?????? ???????? ?????????? ???? ?????? ?????? ???? ???????? ?????????? ???????????" You don't just need a #hubspot expert You don't just need a #salesforce expert You don't just need a full-time admin You don't just need a strategic consultant You don't just need a #revops course ~ "how to fix all your problems in 60 days" You don't just need a business systems strategist (How are we going to afford all of this? ??) You need a single entity, that can deliver on the 3 core requirements of any RevOps transformation... ?????? + ???????? ?????????? + ???????????? ???????????????? = ? Here's how you know you need help... 1?? ?????? ???????????????????????? ? I don't trust my data or what the reporting is telling me ? I can't find the right information when it's needed ? I've gone back to offline Excel & Google Sheets ? I feel like my CRM makes things more complicated, it's not helping me 2?? ???????????????????? ???????? ?????????? ? I have to manually update information in all my tools to keep them up to date ? I spend a lot of time troubleshooting system errors that land in my email inbox ? I don't know how data is being sent from one system to another ? I feel like I'm spending a fortune and it's not worth the investment 3?? ???????????? ???????????????? & ???????????????? ? I see a breakdown in how GTM teams communicate and deliver value to customers ? I feel misalignment amongst team leaders and it seems we are all rowing in different directions ? I don't have a clear understanding of how we are operating as a business ? I can't tell if we are going to hit our revenue goals or not All of these issues are intertwined and have to be tackled together. Ping-pong'ing between hiring FTEs and single-offering specialists isn't efficient (or affordable). RevOnyx is on a mission to break the cycle of old habits and redefine the way we go-to-market. Who wants to join us? ??

Thank You ?????????? RevOnyx …Chili Piper & A Virtual Toast what a brilliant way to meet to discuss and learn about the best tech stack in #revops #salesforce #hubspot #startups #crm #revtech #revopstechstack #partner

If you’re struggling to build and properly scale your RevOps team, this post is for you! CRM + RevOps Tech + Strategy = RevOps Success

As a wise man once said (DJ Khaled), "ANOTHER ONE!" Join me & Cacheflow on April 17th for a LinkedIn live event! I'll be covering how we can lessen tech stack bloat and excess spend using CRM tools you already have access to. We'll be walking through a live demo of #hubspot & #salesforce and custom configurations to replace some of the most widely used tools in the game. ?? ????????????... ?????? ???? ?????? #salesforce ???? ?????????????? ???????????????? ????????????????????/?????????????? ???????????????????? ??????????. ?? With the right configuration & some creativity, you can save a ton of ?? using what you already have in your back pocket. See you there! #revops

Moving from #???????????????????? > #?????????????? can be a fantastic move, but every decision comes at a cost. Here are some of my top "gotchas" to consider... 1?? ?????????????????? Reporting at first glance is solid in HubSpot, but it lacks the same flexibility you'll be used to in Salesforce. An example is row level formulas & row/column totals; being able to sum the data set at each column and adding mathematical equations to calculate percentages. You'll have the basics, but there will be reports you NEED that you can't replicate without plugging in another system. (Back to Excel / Google Sheets ??) ?? Recommendation: Trial Databox as an alternative; really easy to use and the connection with HubSpot comes out of the box. (No affiliation here, just a kick ass product ??) 2?? ???????????????? & ???????????????????? For you admins or GTM leaders that take on CRM administration on your own, you're in for a big un-learning curve. Yes, Workflows in HubSpot are user-friendly and you'll pick it right up, but as soon as you start building you'll understand my point... ~ ???????????? ?? ???????????????? ?????? ????????????:??If you have to update 15 properties after the trigger, you'll be clicking and scrolling forever. ~ ????????????: You'll have to introduce delay actions in your logic to allow HubSpot to catch up making other changes to the record. ~ ???? ???????????????? ???????????????? ??: You can't use math in your workflows, so if you wanted to multiply MRR to get ARR or do nested If statements (CASE Function), you're out of luck. Example: If Dropdown (Picklist) Property = "January," calculate a percentage of MRR based on company ramping... ? You'll instead have to create a calculated property for each month of the year (individual formula fields), then build a workflow with a new branch for each month and logic to update the ARR property. Time difference for setup: 5 minutes in Salesforce vs. 60 minutes in HubSpot ?? Recommendation: Consider using both HubSpot & Salesforce together and use each for their strengths. Who says you can't have your cake and eat it too? ????♂? 3?? ?????????????????? ???????????????? This is probably the one that's most detrimental. HubSpot Academy is a fantastic place to learn about HubSpot, but it can't compete with Trailhead for Salesforce IMO. You'll learn about HubSpot features and general Marketing & Sales principles, but you won't see guided walkthrough of real life use cases. This means searching the web/blogs/Reddit for answers and workarounds for hours. ?? Recommendation: Join Slack communities like Sprocketeer for questions and getting real world advice. (Or just work with RevOnyx, so you don't have to worry about any of this ??) --- Hi, I'm Jeremy Steinbring ?? ~ nice to meet you! ?? Have a complex #Salesforce, #HubSpot, or #RevOps problem? ?? ???? ???? ???? ??????'???? ?????????? ???? ?????????????? ????????????'??????