In our recent article, we outline five best practices for purchasing software, including understanding your company's tech stack, understanding why the stakeholder is trying to find a fix for their problem, and learning the purchasing requirements of your company. Minimizing software waste and ensuring a new tool's success are 100% part of the responsibilities of being a RevOps professional. Seize the moment to be strategic!
✨ Key Quote ✨
"Calculating the cost of forcing expensive resources to grind through the current workaround is a compelling argument to keep in your back pocket."
Read our starting checklist and learn 5 tips to help you with your next vendor evaluation process👇
The RevOps Co-op welcomes BoostUp as a community partner to help our members with all of their revenue and sales operations questions!
BoostUp.ai is the RevOps Command Center powered by RevBI. They help teams get accurate forecasts, create stronger pipeline, and improve rep productivity and effectiveness. By accelerating insights and the adoption of critical processes, BoostUp gives RevOps control to align teams and to hold them accountable.
The platform includes Deal Review and Pipeline Management, and Forecast Intelligence and Management. They’re powered by the RevBI analytics and insights engine, which pre-connects sales activity, CRM and 3rd party data, and converts that into insights with out-of-the-box visualizations. The flexibility and ease of creating metrics and using reports makes adoption seamless and control possible.
🧵173 Messages Posted | 💬 389 Replies | 👏 47 New Members
Most active member: Nicholas Gollop, VP of RevOps @ CloudCall
🧵Top Slack Threads 🧵
From #04_RevOps-questions: RevOps Leaders Want from a CRM
As a RevOps Director, what’s the first thing you want to see when you login to your CRM? Read all 27 replies.
From #04_RevOps-questions: Closing Lapsed Opportunities
I'm in a heated debate with our exec team over lapsed opportunities in Salesforce and the proper window to close them post-lapse as to not butcher any pipeline metrics. Our business is relatively high volume, so it's likely there's millions of dollars in pipe that could drop out every 14 days (our current auto-close post lapse), and I'm trying to get a handle on what a good auto-close window should be... OR if there's another way we should monitor pipeline health in Salesforce given the realities of our bid/proposal volume. Read all 21 replies.
From #08_tools-and-software: Commission Platforms 🤑
Does anyone have recommendations for Commissions tools that automate commissions? Read all 14 replies.
Rattle's Nick Gaudio discusses how automated intervention is a better way to ensure sales reps stay accountable and motivated, as opposed to manual intervention, which can lead to decreased job satisfaction and motivation. Automation can streamline the workflow and provide clear instructions, empowering reps while still maintaining a sense of accountability (and no one is the bad guy 👀).
The article explains how complex and expensive data onboarding processes can be to manage. By using an automated RevOps solution, like Openprise, companies can reduce costs by up to 75%. Woah, don't we all need that, right?!
You'll learn how order-to-cash automation can reduce manual errors, improve efficiency, and visibility of cash flow, enhancing control over the process to reduce leakage points. Automation technologies empower finance teams to transform manual processes into streamlined workflows to accelerate cash flow and gain insight into financial performance.
Not a member? RevOps Co-op provides resources, content and community for those who ❤️ revenue operations. This weekly newsletter features curated content on a variety of RevOps topics. We also have a private Slack community with 9,000+ RevOps pro’s from companies like Slack, Lyft, Clari, Miro and more 👉🏻 click here to join.
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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