Accurate forecasting is a company's key to success, yet sales managers rarely forecast out of their CRM. And if sales doesn't update the system of record to match reality, the wheels fall off the company's ability to plan fast.
Then, the frustrated CFO starts to force the problem on operations, and all of a sudden RevOps is asked to find a way to get people in line–without the positional authority necessary to make salespeople use the tool.
Quite the conundrum, egh? 🤷
Well, we’ve fought through the trigger response ultimately caused by reliving our past forecasting trauma 🤢 to provide you with what we’ve seen work in B2B SaaS.
Check out our 5-step guide to better forecasting in Salesforce below. 👇
Want to learn all about RevOps, SalesOps, or CXOps from the RevOps 🐐 himself?
Of course you do 😏
We've got 3️⃣ courses being offered in Q3 by Jeff Ignacio, ex-Google and ex-Amazon who is now Head of GTM Ops at Regrow, including:
❤️ CXOps Masterclass → 9 weeks long; will cover customer and account activation, product adoption, customer value, revenue retention, and process workflows and KPIs; learn more and apply here
🦁 Unleashing ROI → 10 weeks long and our most popular course; covers everything from marketing to sales to CXOps and so much more; learn more and apply here
💰 SalesOps Masterclass → 10 weeks long; covers everything from territory management to constructing your CRM to quota and incentives, and so much more; learn more and apply here
Here is what Mike Lasap, Global RevOps Manager at Hopin, said about the Unleashing ROI course:
"If you’re looking for immediate ways to sharpen your RevOps skillset, deliver impact as an operator, and continue to help drive accelerated business growth at your company, this course is made for you! In as little as 10 weeks, you’ll learn what it means to truly unleash R.O.I."
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🧵Top Slack Threads 🧵
From #04_RevOps-questions: Chili Piper alternatives
We are looking for alternatives to Chili piper as we are not very happy with their customer experience and I feel it is a bit expensive as well. Are there Any suggestions for Good alternatives for chili piper that can help us with lead routing and integrate with HubSpot seamlessly. Read all 11 replies here.
From #04_RevOps-questions: Pipedrive to SFDC migration
We are planning to migrate from Pipedrive to Salesforce. Are partners doing this work or are there other ways? Read all 8 replies here.
From #08_tools-and-software: document signature tools
We're currently looking at options for a new document signature tool, anyone had any good experiences with less obvious ones such as DocuSign, PandaDocs etc. Would love for it to easily integrate with our tech stack (Hubspot/Planhat and enable.us mainly)? Read all 13 replies here.
Sales forecasting is a critical part of every B2B company's operations. It allows sales leaders to make informed decisions, allocate resources effectively, and drive growth.
However, with so many forecasting models available, it can be challenging to know which one to choose.
In this blog post, we'll explore the most important forecasting models that every B2B revenue and RevOps leader should know. By mastering these essential models, sales leaders can confidently plan for the future and ensure their teams are set up for success.
When it comes to implementing account-based marketing, you need to make a choice on how to make it effective for your business. Because ABM targets specific high-value accounts with personalized messaging and tailored content, it’s highly effective in generating revenue and increasing ROI for B2B companies.
To make the most of ABM, B2B businesses have two options: selecting full-service ABM or self-service ABM. Oftentimes, ABM vendors will only operate in one of these lanes, specializing in full-service ABM or self-service ABM. Here’s what you need to know about your choices, and why it may be beneficial to your business to work with a company that can do both.
As operators, we struggle to find time to do innovative RevOps work while also keeping the business running smoothly. How do we determine what the right work is for a RevOps team?
The most common pain I hear from both day to day operators and leaders of RevOps teams is the constant feeling of being underwater. It’s not sustainable to run a team on urgent firefighting. Not only because our teams will burn out (no pun intended) but also because this team can’t get the important non-urgent work done.
So, how can we do innovative, revenue-impacting work while we are busy running the machine?
Don't forget to check out the #jobs channel in Slack for more opportunities, and our Talent Marketplace where you can get matched with an opportunity that makes your heart skip a beat.
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Funl Technologies, Inc. dba Atomic, RevOps Co-op and Community Built, 720 Seneca Street, Suite 107 PMB 66, Seattle, WA 98101-3265, U.S.A.
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