The Path to RevOps Excellence
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Have you ever thought about this: What does it take to thrive, and not just survive in RevOps?
Could it be robust onboarding? Maybe building foolproof processes? Or perhaps discovering that game-changing insight that boosts your revenue? Or is it a mix of all of these?
The answer lies in the 12-letter magical word: Everboarding.?
Today, let’s look into what Everboarding is and how you can apply it in RevOps for long-term success.
Happy reading, and we’ll see you in a couple of weeks!
In Depth ??
The Path to RevOps Excellence
Charlie Munger once famously said, “You will not make any significant advances in life based on what you already know.”
This holds true for the dynamic field of RevOps too.
Being in RevOps is tough, of course. From making sure that sales, marketing, and customer success are well-aligned and work seamlessly, to maximizing the revenue potential, you’re at the helm of things that can impact your business’ bottom line.?
But excelling in RevOps is tougher. You constantly face new situations and ambiguities where you need to figure things out. There is no clear, straightforward path.
What you already know isn’t enough to thrive in your RevOps role. This is where adopting the ‘Everboarding’ approach can make a world of difference in your RevOps journey.
So, what’s ‘Everboarding’? It's a continuous learning process that keeps you up-to-date with the latest trends, changes in the market, and the evolving needs of your job.
Sounds exciting, right??
Adopting it amidst the daily firefightings and escalations might look impossible.?
But it doesn’t have to be though. Let’s look at how you can successfully implement Everboarding in RevOps.?
Shift Your Mindset
Think of Everboading as an extension of onboarding. You need to have a solid onboarding plan that can set you up for success from day 1 in your RevOps journey.
But the thing is, onboarding has a defined start and end. Whereas Everboarding emphasizes continuous learning. And embracing this approach is key to not just coping with challenges but excelling beyond them.
Think of this: in case of a new business problem, you don’t have to panic and react to it as the problem arises. You’ll be well-equipped with the latest strategies and tools to tackle them better.
For instance, regularly learning about new software tools can help you automate routine tasks effectively and free up more time to tackle complex issues, which you’d otherwise spend in busywork.
Move from being a Tactical to a Strategic Player
How often do you find yourself stuck in transactional busywork? Quite often, right? It’s a huge loss for the business. Here’s why: RevOps is cross functional, and has end-to-end business context. If you find yourself confined to playing a supporting role, you risk missing out on crucial on-the-ground insights that could be leveraged in strategic decision-making.
Explore these methods to step up as a strategic player:
To know more on how RevOps can become a strategic partner, check out this comprehensive guide.
Build Your Professional Network
RevOps is complex. It isn’t something you can learn from a textbook alone. Businesses grow. Their priorities, objectives, and the market conditions change. This means, there is always something new to learn. And a way to do it is building your professional network.
Engage actively in communities, webinars, and conferences to keep up with market trends and industry standards. What’s more, networking also opens doors to mentorship opportunities, partnerships, and collaborations, all of which could enhance your understanding in RevOps.?
Wondering where to get started with this? We’ve got you covered. Here are some of the RevOps communities and courses for you to take a look at:
领英推荐
Skill Up
As RevOps you’re at the intersection of sales, marketing, customer success, and technology. With such a broad scope, staying updated and continuously enhancing your skills, especially in emerging technologies and methodologies, is incredibly beneficial.
Consider this: learning AI and machine learning, diving into advanced analytics, or honing your project management skills can significantly boost your strategic contributions, and your ability to manage cross-functional projects effectively.?
The more you know, the more you can contribute strategically, making your role in RevOps not just about oversight but about driving meaningful change.
Leverage Cross-Functional Collaboration for Learning
Schedule quarterly reviews with stakeholders to discuss the recent activities, current priorities, and the challenges in the process.
These sessions not only enhance the visibility and transparency of the RevOps function within the organization but also provide a perfect opportunity to receive direct feedback.
Your marketing team may share insights on challenges they face with lead quality, while sales leadership may provide updates on pipeline health or deal closures, all contributing to a more nuanced understanding of the business landscape. By integrating their feedback, the RevOps team can adjust strategies and processes to better align with the company's objectives.
Plus, these regular check-ins foster stronger relationships and promote a collaborative environment.
Engage with Thought Leaders
RevOps is growing at a massive pace. And the function is sure to play a vital role in the growth of many more businesses worldwide.
By following industry leaders who regularly share practical tips and real-life examples, you’ll get a clearer idea of what strategies might work for your organization, and which ones might not, allowing you to make informed decisions and implement successful practices. Plus, it’s another great way to keep up with the latest trends too.
We’ve also got a list of influencers you should definitely follow:
Document to Measure Progress
The impact of RevOps isn’t obvious right away - it could influence projects, increase efficiency, enhance productivity, or cut costs. It's important to document the before and after scenarios for your projects.? Always record the initial metrics - be it time, conversion rates, revenue, or other factors before kicking off any project.
This practice allows you to clearly evaluate the effectiveness of your initiatives. By maintaining detailed records, you’d know what has worked, what hasn’t, and make informed decisions to continuously improve your processes and outcomes.
Now you know what it takes to excel in RevOps. Remember, your learning doesn’t stop after the first three months on the job - it’s an ongoing commitment. Each day brings new challenges and opportunities for growth, making it crucial to prioritize continuous learning. By embracing everboarding as a permanent part of your professional development, you equip yourself to adapt easily to changes and lay the groundwork for a stellar career in RevOps!?
Pro Perspectives ??
OKRs, KPIs, and Tripwire Collaboration: Michael Duncan’s Playbook for RevOps Success!?
In the latest episode of the Go-To-Masters podcast, Michael Duncan , Director of Global GTM Strategy, Insights, & Incentives at Gong, spoke about the concept of “tripwires” to foster cross-functional collaboration, important metrics to consider for RevOps, ways to effectively leverage your tech stack. Catch the complete conversation below!
RevOpportunities ??
Head of Revenue Operations at Armada (Remote)
Senior Revenue Operations Manager at AuditBoard (Remote)
Revenue Operations Manager at Darrow AI (Hybrid - New York, NY)
Director, Revenue Operations at Bitly (Remote)
Revenue Operations Manager at Fetch ?? (Remote)
Director, Revenue Operations at Drivewyze (Remote)
Senior Revenue Operations Manager at Cyara (Remote)
Senior Revenue Operations Manager at Attentive (Remote)
Revenue and Strategic Operations|Chargebee
9 个月Thanks for considering my inputs on Everboarding :)
Director of Revenue Operations @ Gong | Unlock reality.
9 个月Thank you for the shoutout in the article! Tons of great content ??
Demand Generation, RevOps, & Common Sense
9 个月Yall know what youre talking about! Thanks for putting this together
CEO | GTM Strategy & Ops for B2B SaaS CROs
10 个月Thank you for the shout out!
Fractional GTM Ops for $0 - $10M ?? Strategic, Technical + Tactical Expertise for the HubSpot and Salesforce Ecosystems
10 个月Love the courses round-up!! Thank you for curating!