Fractional RevOps Engagements
Every client is different of course, but the challenges faced by SaaS (and Platform as a Service) companies are very similar. We will try to engage in whatever way you feel you need, and provide these ‘packaged services’ as starting points that address the key issues facing many CROs and CFOs:
- SalesforceTM Audit: How is your CRM being used? What limitations is that imposing? What is the roadmap for the next 6-12 months? Are you ready for AI?
- Sales & Marketing Re-Sync: agree a consistent language and process for lead management. Implement this in the CRM and deliver a unified Dashboard to monitor performance
- RevOps Roadmap: every Stakeholder has a long and evolving list of priorities, but your limited resource is already stretched and the team is almost entirely reactive.
- Nobody has time to see the big picture and cannot order projects in the most logical way, so the work you did yesterday might get replaced tomorrow.
- Agreeing a 12 month Roadmap with Stakeholders allows the team to operate more efficiently. Projects complete on time and trust grows
- New Priorities are viewed in the wider context and you can agree with the Business what items would be delayed to accommodate the changes.
- Renewals Health Check: evaluate processes relating to customer renewals.
- Customer level Churn
- Product level Churn
- Renewals Flow
- Forecasting
- Incentivisation issues
- Single Source of Truth: creating a set of Dashboards that give an accurate, live view of Marketing, Sales and Renewals can be transformational. It has to breakdown silos and allow all stakeholders to see the business as a whole. No more heated debates about whose number is right – just action.