RevPartners

#8: I shall hire a dedicated RevOps resource Growth begets complexity. Creating actionable data via behaviors -> translation of data into strategy/tactics - is a profession. Best practices exists. Don't reinvent. End State: Sales friction reduced -> value of new hire increased

The RevOps Manifesto (2023):

#7: I shall eliminate Excel/Google Sheet The fastest way to destroy a CRM - let a rogue Excel have more accurate data. End State: Data collection, processing, and visualization occurs via 1 tool (@HubSpot)

#6: I shall measure marketing by revenue Marketing focuses more on customer and less on MQLs. Focus attribution on the deal level (not contact). Add deal source to lists in weekly sales meeting. End State: Marketing and Sales like each other

#5: I shall draw my processes Can visualize what is  missing + seeing areas to automate. Helps prioritize "bottlenecks." Recommend @MiroHQ or @LucidSoftware End State: All Customer Touch Points from Sales to Delivery are drawn out

#4: I shall decrease the number of databases I use Decreases need for admin. Less integrations to manage. Helps you specialize on less tools. Put marketing + sales in the same database, reporting from same data. End State: Multiple departments do their reporting in one system

#3: I shall manage my sales from a Dashboard in the CRM Use ONE Dashboard. Ask the same questions every time. If not on this dashboard, then it does not exist. End State: Can answer the question, "Will we hit our target?"

#2: I shall run a weekly sales pipeline call in my CRM Schedule recurring meeting with sales team. If VP isn't there to run, someone else does. Start this as soon as sales team is >1. Best day is Tuesday. End State: Predictable timeline for data integrity in CRM

#1: I recognize this truth: adoption > process > tool Without adoption, process does not exist. Simple processes are better. Tools matter. Track adoption of tools. Iterate: Starting a new process/tool is 25% of the journey End State: 100% adoption of CRM by all departments

Brb, getting our RevOps cert...🤩

The @rev_partners retreat #letsgo

Our fearless leader getting us setup for our onsite. #revpartners @rev_partners

Want to become a HubSpot Admin? You don't want to miss this HubSpot Community event! events.hubspot.com/events/details…

Wonder if B2B sales and marketing have enough abbreviations...😳

@semrush can't access the platform or website - what's up?

@clickup Team! 💚 We love your product, but we need your help. Please help us be able to copy/paste due dates directly into emails. There is currently no way to do that and it's keeping us from moving FAST! #ClickUp