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The State of Revenue Operations
Winning with Data
KAREN STEELE
#FlipMyFunnel 2018 B2B Sales and Marketing Conference
INTRODUCTION
Karen Steele
Chief Marketing Officer, LeanData
• Passionate about Data & Analytics
• Believe Sales & Marketing Alignment is Foundational
• Experience in start-ups to Fortune 500 Brands
• Spent last 12 years in SaaS
@TwitterHandle #FlipMyFunnel
#FlipMyFunnel 2018 B2B Sales and Marketing Conference
Current State of Revenue Ops
@TwitterHandle #FlipMyFunnel
#FlipMyFunnel 2018 B2B Sales and Marketing Conference
Three Siloes
@TwitterHandle #FlipMyFunnel
SALES OPS MARKETING OPS CUSTOMER OPS
SALs
Accounts
Contacts
Opportunities
MQLs
Campaigns
Pipeline
Attribution
Renewals
Upsells
Churn
#FlipMyFunnel 2018 B2B Sales and Marketing Conference @TwitterHandle #FlipMyFunnel
The only metric that matters:
Revenue Growth
#FlipMyFunnel 2018 B2B Sales and Marketing Conference @TwitterHandle #FlipMyFunnel
Problems with Revenue Growth
Culture
Data
Process
#FlipMyFunnel 2018 B2B Sales and Marketing Conference @TwitterHandle #FlipMyFunnel
Problems with Revenue Growth
Culture
Data
Process
Hiring in siloes
Poor communication
#FlipMyFunnel 2018 B2B Sales and Marketing Conference @TwitterHandle #FlipMyFunnel
Problems with Revenue Growth
Culture
Process
Data
Wrong or unproven metrics
Poor data quality
#FlipMyFunnel 2018 B2B Sales and Marketing Conference @TwitterHandle #FlipMyFunnel
Problems with Revenue Growth
Culture
Process
Data
No processes for distribution
Ops involved as afterthought
#FlipMyFunnel 2018 B2B Sales and Marketing Conference @TwitterHandle #FlipMyFunnel
What you need: Revenue Ops
Culture
Process
Data
The Domain of Revenue Ops
Without integrating Revenue Ops
into the complete GTM lifecycle,
you increase the likelihood of
failure
#FlipMyFunnel 2018 B2B Sales and Marketing Conference
Implementing
Revenue Ops
is Tough
#FlipMyFunnel 2018 B2B Sales and Marketing Conference
The insights-driven decision
making required by modern
marketing and sales is a threat to
organizations with insufficient
operations talent and resources. If
ops activity stopped moving
forward, the go-to-market wheel
would stop turning.
“
Allison Snow
Senior Analyst, Forrester
@TwitterHandle #FlipMyFunnel
#FlipMyFunnel 2018 B2B Sales and Marketing Conference
How to be successful with
Revenue Ops
@TwitterHandle #FlipMyFunnel
#FlipMyFunnel 2018 B2B Sales and Marketing Conference @TwitterHandle #FlipMyFunnel
Step 1. Align all teams
around Revenue Ops
Driving revenue is a
hybrid responsibility
#FlipMyFunnel 2018 B2B Sales and Marketing Conference @TwitterHandle #FlipMyFunnel
Step 2. Connect data to
people to drive revenue
faster
What you will need –
• Data model
• Common data
vocabulary
#FlipMyFunnel 2018 B2B Sales and Marketing Conference
Enable the GTM Data Model
GTM Strategies
InboundOutbound
ABM
Speed to Lead
Partners
Product Type
Lead Scoring
Persona
Based
Demand Unit
Waterfall
Align GTM
teams on the
same metrics
Revenue
Ops
Data Model
Lead-to-Account Matching
Routing
Marketing Attribution
#FlipMyFunnel 2018 B2B Sales and Marketing Conference
Take Aways
Systematize data model for RevOps
Evaluate your RevOps team model
Determine shared Sales & Marketing metrics for RevOps
THANK YOU!
@KarenMSteele

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"How to Humanize Your Prospecting in an Automated World" by Morgan Ingram at ...
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"Humanizing Live Sales Chat in a World of Bots" presented by Chris Handy at #...
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"The State of Revenue Operations" presented by Karen Steele at #FlipMyFunnel 2018

  • 1. The State of Revenue Operations Winning with Data KAREN STEELE
  • 2. #FlipMyFunnel 2018 B2B Sales and Marketing Conference INTRODUCTION Karen Steele Chief Marketing Officer, LeanData • Passionate about Data & Analytics • Believe Sales & Marketing Alignment is Foundational • Experience in start-ups to Fortune 500 Brands • Spent last 12 years in SaaS @TwitterHandle #FlipMyFunnel
  • 3. #FlipMyFunnel 2018 B2B Sales and Marketing Conference Current State of Revenue Ops @TwitterHandle #FlipMyFunnel
  • 4. #FlipMyFunnel 2018 B2B Sales and Marketing Conference Three Siloes @TwitterHandle #FlipMyFunnel SALES OPS MARKETING OPS CUSTOMER OPS SALs Accounts Contacts Opportunities MQLs Campaigns Pipeline Attribution Renewals Upsells Churn
  • 5. #FlipMyFunnel 2018 B2B Sales and Marketing Conference @TwitterHandle #FlipMyFunnel The only metric that matters: Revenue Growth
  • 6. #FlipMyFunnel 2018 B2B Sales and Marketing Conference @TwitterHandle #FlipMyFunnel Problems with Revenue Growth Culture Data Process
  • 7. #FlipMyFunnel 2018 B2B Sales and Marketing Conference @TwitterHandle #FlipMyFunnel Problems with Revenue Growth Culture Data Process Hiring in siloes Poor communication
  • 8. #FlipMyFunnel 2018 B2B Sales and Marketing Conference @TwitterHandle #FlipMyFunnel Problems with Revenue Growth Culture Process Data Wrong or unproven metrics Poor data quality
  • 9. #FlipMyFunnel 2018 B2B Sales and Marketing Conference @TwitterHandle #FlipMyFunnel Problems with Revenue Growth Culture Process Data No processes for distribution Ops involved as afterthought
  • 10. #FlipMyFunnel 2018 B2B Sales and Marketing Conference @TwitterHandle #FlipMyFunnel What you need: Revenue Ops Culture Process Data The Domain of Revenue Ops Without integrating Revenue Ops into the complete GTM lifecycle, you increase the likelihood of failure
  • 11. #FlipMyFunnel 2018 B2B Sales and Marketing Conference Implementing Revenue Ops is Tough
  • 12. #FlipMyFunnel 2018 B2B Sales and Marketing Conference The insights-driven decision making required by modern marketing and sales is a threat to organizations with insufficient operations talent and resources. If ops activity stopped moving forward, the go-to-market wheel would stop turning. “ Allison Snow Senior Analyst, Forrester @TwitterHandle #FlipMyFunnel
  • 13. #FlipMyFunnel 2018 B2B Sales and Marketing Conference How to be successful with Revenue Ops @TwitterHandle #FlipMyFunnel
  • 14. #FlipMyFunnel 2018 B2B Sales and Marketing Conference @TwitterHandle #FlipMyFunnel Step 1. Align all teams around Revenue Ops Driving revenue is a hybrid responsibility
  • 15. #FlipMyFunnel 2018 B2B Sales and Marketing Conference @TwitterHandle #FlipMyFunnel Step 2. Connect data to people to drive revenue faster What you will need – • Data model • Common data vocabulary
  • 16. #FlipMyFunnel 2018 B2B Sales and Marketing Conference Enable the GTM Data Model GTM Strategies InboundOutbound ABM Speed to Lead Partners Product Type Lead Scoring Persona Based Demand Unit Waterfall Align GTM teams on the same metrics Revenue Ops Data Model Lead-to-Account Matching Routing Marketing Attribution
  • 17. #FlipMyFunnel 2018 B2B Sales and Marketing Conference Take Aways Systematize data model for RevOps Evaluate your RevOps team model Determine shared Sales & Marketing metrics for RevOps