Current Trends in Revenue Operations

RevOps can help your organization outperform.

The simplest way to think of it is a combination of Sales Operations and Marketing Operations, with a shared focus on generating revenue.

Below are four current trends which are currently shaping the way organizations approach sales, marketing, and customer success.

Collaboration and Alignment

Many organizations are focusing on improving collaboration and alignment between sales, marketing, and customer success teams to better align their efforts and drive revenue growth.

In Salesforce, this can mean creating custom worlds for users in these roles so they can focus on what matters to them without extra noise.

Data-Driven Decision Making

Organizations are increasingly using data and analytics to inform their decision-making processes and optimize their revenue operations.

This includes using data to identify opportunities for growth, target the right customers, and measure the effectiveness of different strategies.

Wolfic specializes in creating world-class reports and dashboards that fully leverage Salesforce and Pardot functionality to uncover actionable insights.

Customer-Centricity

Organizations are placing a greater emphasis on understanding and meeting the needs of their customers, and are adopting customer-centric approaches to sales, marketing, and customer success.

This customer-centric approach can manifest in creative ways across the Opportunity lifecycle. For example, we recommend adding a Path to the Contact object in Salesforce which tracks the status of the relationship with that person. We also track who the main internal contact is, and what the next step is to deepen the relationship. We believe that Opportunities come from relationships, not technology.

Software Integrations

Organizations are adopting new technologies such as artificial intelligence (AI), machine learning, and automation to improve their revenue operations and drive efficiency.

Then they’re integrating them together so they all share the same data and can inform a central reference point such as Salesforce. This provides the overview needed without an overwhelming level of unnecessary detail or having to click through multiple interfaces.

Leverage RevOps in Your Organization

We’re standing by to help you implement Revenue Operations principles in your Salesforce org to maximize return on your software investments.

Previous
Previous

Manufacturing Cloud Overview

Next
Next

6 Qualities of Top Salesforce Consultants