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Kate Ahlering
Chief Revenue Officer
Calendly
Secrets to Revolutionizing
Enterprise Sales Growth with
End-to-End RevOps
1
In the current economic climate, investors
are weighing profitability over growth
Embracing RevOps as buying cycles change
3
• More and more SaaS companies will embrace RevOps to drive
profitability - especially considering how buying cycles have
changed
80%
of interactions between
companies and buyers will
occur in digital channels
Source: The Future of Sales, Gartner
73%
of digital natives are responsible for B2B
decision-making at their companies
• 1 in 3 are the sole decision-makers
• 1 in 2 are the researchers who inform decisions
Source: The Future of Customer Experience and Engagement
4
Even more factors are driving RevOps
• In response to these buying
patterns, PLG is taking off.
RevOps can be a perfect
complement
• PLG creates an
abundance of data -
RevOps is needed to
synthesize this across the
customer experience
WHAT IS
REVOPS?
How PLG has changed the sales motion
Product
experience + Product
experience
What customers expect
• A continuous, consistent
experience across marketing,
sales and customer success
• When they don’t get it,
customers can be disillusioned.
These departments are
frequently siloed
6
REVOPS
ECOSYSTEM
Image source: Blog post, Why the Flywheel Model Has Replaced the
Funnel and How to Create Your Own, aira.net
Digital sales Velocity-
based SMB
Partners Field
sales/traditio
nal
enterprise
sales
For companies, it’s not that simple
RevOps is the unifying force across these silos
8
• It’s the practice of aligning
sales, marketing, and CS
teams across the entire
customer lifecycle
• Gartner predicts that 75%
of the highest growth
companies will need to
deploy revenue operations
by 2025
REVOPS
ECOSYSTEM
8
9
How to make RevOps work for you
1. Achieving alignment
1. This can be the trickiest part
• Strong departmental
dividing lines can make
RevOps seem threatening
2. Starts at the top with a
strategic / cultural shift
3. RevOps operates in
service of sales,
marketing, CS
2. Building the engine
1. Ultimately RevOps is about
defining, tracking, and managing
the customer experience across
the lifecycle to create great
outcomes that lead to great
customer growth
2. Key Functions:
• Strategy and planning, core ops,
enablement, and analytics
3. Measuring success
1. Ultimately RevOps is about
driving amazing customer
experiences while making all of
the GTM more
productive/efficient
2. More time with customers, less
time on time wasting admin and
mindless tasks
3. Get to the moments that
matter
ACHIEVING ALIGNMENT
10
Achieving alignment
• According to SiriusDecisions,
organizations that maintain focus on
alignment achieve:
REVOPS
Image source: Think RevOps
• RevOps owns the operating engine of
a business
19%
Faster revenue
growth
15%
Higher profitability
than other
companies
So, how do you do it?
1. Start at the executive level
2. Develop shared and mutually agreed upon definitions of key
stages in the buyer’s journey
3. Build alignment with other stakeholders such as CS, Product and
Finance to create feedback loops
BUILDING THE ENGINE
13
Digital sales
Strategy and planning
• Prepare and execute forward
looking key growth initiatives
Building the engine
Key Functions
Partners Field
sales/traditio
nal
enterprise
sales
Core ops
• Owns process &
workflows, strategy
execution (i.e. building
territories), compensation
Enablement
• Trains and enables the
humans in the customer
lifecycle
Analytics
• Provides data visibility
to help us understand
past performance and
make future predictions
Building the engine
• Tactically - these functions each act as centers of excellence but frequently
collaborate on key cross-functional initiatives.
REVOPS IN
ACTION
• Cross-functional example #1
16
Annual Planning
• Cross functional example #1:
• Strategy leads the process, leverages analytics
• Leans on core ops to design process and the
workflows that bring this to life with customer
• Enablement then determines the best way to
train the teams to deploy to the field
• Coordination is key (Marketing, Sales and
CS)
Building the engine
• Cross-functional example #1
17
Product Launch
• Cross functional example #2:
• Strategy works with Analytics, and Product
and PMM to determine the best fit
customers
• Core ops identifies the right views / calls to
actions for sales
• Enablement brings it to life (in partnership
with Marketing to empower Sales and CS
to introduce this to the right customers)
Building the engine
So, what should RevOps own?
18
REVOPS
OWNERSHIP
Centralize
data
function/defini
tions
Customer experience
strategy and key plays
Be the “brains”
of the operation
Prioritize science
and efficiency
drivers
Building the engine
• Develop Playbooks/Training
Resources
• Own the revenue-centric technology
strategy vs. just layering on tools
19
20
PLG has turned the funnel on its head
• The traditional funnel has changed - your product has to work and
create an impact, fast
• Bring science into the customer lifecycle via powerful data
RevOps can:
Define the right
buyers and the
best journeys
Determine
prioritization
framework
Derive insights
from aggregated
product data
MEASURING SUCCESS
21
Measuring success
• Increase revenue productivity -
eliminate redundant work
• Measure value, volume, and
velocity metrics
• Don’t wait for QBRs - use regular
check-ins to drive continuous
improvement
22
RevOps can be a major
driver of profitability.
23
THANK YOU
linkedin.com/in/kate-ahlering/
Kate Ahlering
Chief Revenue Officer

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Secrets to Revolutionizing Enterprise Sales Growth with End-to-End RevOps with Calendly | Kate Ahlering, CRO @ Calendly

  • 1. Kate Ahlering Chief Revenue Officer Calendly Secrets to Revolutionizing Enterprise Sales Growth with End-to-End RevOps 1
  • 2. In the current economic climate, investors are weighing profitability over growth
  • 3. Embracing RevOps as buying cycles change 3 • More and more SaaS companies will embrace RevOps to drive profitability - especially considering how buying cycles have changed 80% of interactions between companies and buyers will occur in digital channels Source: The Future of Sales, Gartner 73% of digital natives are responsible for B2B decision-making at their companies • 1 in 3 are the sole decision-makers • 1 in 2 are the researchers who inform decisions Source: The Future of Customer Experience and Engagement
  • 4. 4 Even more factors are driving RevOps • In response to these buying patterns, PLG is taking off. RevOps can be a perfect complement • PLG creates an abundance of data - RevOps is needed to synthesize this across the customer experience WHAT IS REVOPS?
  • 5. How PLG has changed the sales motion Product experience + Product experience
  • 6. What customers expect • A continuous, consistent experience across marketing, sales and customer success • When they don’t get it, customers can be disillusioned. These departments are frequently siloed 6 REVOPS ECOSYSTEM Image source: Blog post, Why the Flywheel Model Has Replaced the Funnel and How to Create Your Own, aira.net
  • 7. Digital sales Velocity- based SMB Partners Field sales/traditio nal enterprise sales For companies, it’s not that simple
  • 8. RevOps is the unifying force across these silos 8 • It’s the practice of aligning sales, marketing, and CS teams across the entire customer lifecycle • Gartner predicts that 75% of the highest growth companies will need to deploy revenue operations by 2025 REVOPS ECOSYSTEM 8
  • 9. 9 How to make RevOps work for you 1. Achieving alignment 1. This can be the trickiest part • Strong departmental dividing lines can make RevOps seem threatening 2. Starts at the top with a strategic / cultural shift 3. RevOps operates in service of sales, marketing, CS 2. Building the engine 1. Ultimately RevOps is about defining, tracking, and managing the customer experience across the lifecycle to create great outcomes that lead to great customer growth 2. Key Functions: • Strategy and planning, core ops, enablement, and analytics 3. Measuring success 1. Ultimately RevOps is about driving amazing customer experiences while making all of the GTM more productive/efficient 2. More time with customers, less time on time wasting admin and mindless tasks 3. Get to the moments that matter
  • 11. Achieving alignment • According to SiriusDecisions, organizations that maintain focus on alignment achieve: REVOPS Image source: Think RevOps • RevOps owns the operating engine of a business 19% Faster revenue growth 15% Higher profitability than other companies
  • 12. So, how do you do it? 1. Start at the executive level 2. Develop shared and mutually agreed upon definitions of key stages in the buyer’s journey 3. Build alignment with other stakeholders such as CS, Product and Finance to create feedback loops
  • 14. Digital sales Strategy and planning • Prepare and execute forward looking key growth initiatives Building the engine Key Functions Partners Field sales/traditio nal enterprise sales Core ops • Owns process & workflows, strategy execution (i.e. building territories), compensation Enablement • Trains and enables the humans in the customer lifecycle Analytics • Provides data visibility to help us understand past performance and make future predictions
  • 15. Building the engine • Tactically - these functions each act as centers of excellence but frequently collaborate on key cross-functional initiatives. REVOPS IN ACTION
  • 16. • Cross-functional example #1 16 Annual Planning • Cross functional example #1: • Strategy leads the process, leverages analytics • Leans on core ops to design process and the workflows that bring this to life with customer • Enablement then determines the best way to train the teams to deploy to the field • Coordination is key (Marketing, Sales and CS) Building the engine
  • 17. • Cross-functional example #1 17 Product Launch • Cross functional example #2: • Strategy works with Analytics, and Product and PMM to determine the best fit customers • Core ops identifies the right views / calls to actions for sales • Enablement brings it to life (in partnership with Marketing to empower Sales and CS to introduce this to the right customers) Building the engine
  • 18. So, what should RevOps own? 18 REVOPS OWNERSHIP Centralize data function/defini tions Customer experience strategy and key plays Be the “brains” of the operation Prioritize science and efficiency drivers
  • 19. Building the engine • Develop Playbooks/Training Resources • Own the revenue-centric technology strategy vs. just layering on tools 19
  • 20. 20 PLG has turned the funnel on its head • The traditional funnel has changed - your product has to work and create an impact, fast • Bring science into the customer lifecycle via powerful data RevOps can: Define the right buyers and the best journeys Determine prioritization framework Derive insights from aggregated product data
  • 22. Measuring success • Increase revenue productivity - eliminate redundant work • Measure value, volume, and velocity metrics • Don’t wait for QBRs - use regular check-ins to drive continuous improvement 22
  • 23. RevOps can be a major driver of profitability. 23