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Shreenidhi Shivkumar
Head of Implementation
and Solutions
Everstage
6 Secret Strategies Founders Use to
Leverage RevOps for Growth Acceleration
Siva Rajamani
CEO
Everstage
@ siva_rajamani
1
The Rise of RevOps
2
1. 6,000+ job openings in US at
this point for Revenue
Operations role
2. 300% Increase in Revenue
Operations leadership roles in
the last year in US
So whats driving
all this Frenzy for
Revops?
Strategy #1: Rationalize Reality with Metrics
3
OBJECTIVE
Define and track key SaaS metrics
Align Marketing & Sales metrics
WHY?
Without unified reporting and baseline,
growth cannot happen.
WHY REVOPS?
Context.
RevOps, the only team to work with Sales,
marketing, leadership and finance
Rationalize Reality with Metrics
4
Example exercise: Metrics to Standardize
ARR
GAAP
REVENUE
CHURN AND
RENEWALS RATE
LIFETIME VALUE
AND CUSTOMER
ACQUISITION COST
NET DOLLAR
EXPANSION RATE
NEW BUSINESS AND
EXPANSION BUSINESS
CLASSIFICATION
Strategy #2: Collect Insights in Disguise
5
OBJECTIVE
Summarize opportunities/challenges to
leadership based on ground level insights
WHY?
Growth strategies fail when they fail to
address the current reality
WHY REVOPS?
Trusted partner by reps.
RevOps helps reps with deals, CRM,
reporting, incentives.
Collect Insights in Disguise
6
Example exercise: Helpful information that you can only acquire through reps
Why do prospects choose us?
What is the core reasons deals get closed quickly?
Who are the competitors at each level?
What are the common reasons for losing regional deals?
What are the opportunities reps see in the market,
especially field reps?
Strategy #3: Reward the Right Growth Behaviours Strategically
7
GOAL
Create incentive structures to tactically
drive growth
WHY?
Without proper incentives, there is no
accountability for reps/leaders.
WHY REVOPS?
Credibly Neutral.
RevOps can balance leadership vision and,
finance requirements and sales challenges.
Reward the Right Growth Behaviours Strategically
8
Example exercise
Strategy #4: Minister of Policies, Processes and Tech Stack
9
GOAL
Streamline process, establish policies and
adopt latest tech stack.
WHY?
Enabling growth plan requires
optimization and scalability of
processes/tools.
10
Minister of Policies, Processes and Tech Stack
POLICIES
1. Rules of Engagement
policy
2. Lead Assignment rules
3. Discounting policy
4. Cross-team/Cross-region
collaboration policy
PROCESSES
1. Quote to Cash process
2. Lead to Quote process
3. Annual Planning
4. Deals desk setup and
legal alignment
Example exercise
TECH STACK
1. Integration across tools
2. Access Provisioning and
Control
3. Process Automation
4. Reporting infrastructure
Strategy #5: Master of Coin for Marketing
11
GOAL
Track, report and optimize marketing
spend and returns
WHY?
Marketing is too close to the problem.
Growth requires focused attention and
optimization.
WHY REVOPS?
Unbiased filtered feedback from sales
and keeping it real with marketing
Strategy #6: Grow and Protect
12
GOAL
Delight your customers post-sales to
expand effectively and avoid churn
WHY?
Growth comes sometimes from
existing base.
Implementation, onboarding
and expansion can be great levers
Grow and Protect
13
Example exercise: Account Book Strategy
Account book classification and assignment
Expansion targets and Churn Control targets for Account book
Cross sell and Upsell strategy and playbooks
Tracking and Reporting
Resourcing for Implementation, Onboarding, Customer Success Teams
1
2
3
4
5
Summary
14
Rationalize Reality with Metrics
Collect Insights in Disguise
Reward the Right Growth Behaviours Strategically
Minister of Policies, Processes and Tech Stack
Master of Coin for Marketing
Grow and Protect
1
2
3
4
5
6
Summary
Come visit us at booth #219!
15
Siva Rajamani
CEO
Everstage
@everstageinc
Shreenidhi Shivkumar
Head of Solutions
Everstage
@everstageinc
Sivaroopan Sivakumar
Head of Customer Success
Everstage
@everstageinc
THANK YOU

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6 Secret Strategies Founders Use to Leverage RevOps for Growth Acceleration with Everstage

  • 1. Shreenidhi Shivkumar Head of Implementation and Solutions Everstage 6 Secret Strategies Founders Use to Leverage RevOps for Growth Acceleration Siva Rajamani CEO Everstage @ siva_rajamani 1
  • 2. The Rise of RevOps 2 1. 6,000+ job openings in US at this point for Revenue Operations role 2. 300% Increase in Revenue Operations leadership roles in the last year in US So whats driving all this Frenzy for Revops?
  • 3. Strategy #1: Rationalize Reality with Metrics 3 OBJECTIVE Define and track key SaaS metrics Align Marketing & Sales metrics WHY? Without unified reporting and baseline, growth cannot happen. WHY REVOPS? Context. RevOps, the only team to work with Sales, marketing, leadership and finance
  • 4. Rationalize Reality with Metrics 4 Example exercise: Metrics to Standardize ARR GAAP REVENUE CHURN AND RENEWALS RATE LIFETIME VALUE AND CUSTOMER ACQUISITION COST NET DOLLAR EXPANSION RATE NEW BUSINESS AND EXPANSION BUSINESS CLASSIFICATION
  • 5. Strategy #2: Collect Insights in Disguise 5 OBJECTIVE Summarize opportunities/challenges to leadership based on ground level insights WHY? Growth strategies fail when they fail to address the current reality WHY REVOPS? Trusted partner by reps. RevOps helps reps with deals, CRM, reporting, incentives.
  • 6. Collect Insights in Disguise 6 Example exercise: Helpful information that you can only acquire through reps Why do prospects choose us? What is the core reasons deals get closed quickly? Who are the competitors at each level? What are the common reasons for losing regional deals? What are the opportunities reps see in the market, especially field reps?
  • 7. Strategy #3: Reward the Right Growth Behaviours Strategically 7 GOAL Create incentive structures to tactically drive growth WHY? Without proper incentives, there is no accountability for reps/leaders. WHY REVOPS? Credibly Neutral. RevOps can balance leadership vision and, finance requirements and sales challenges.
  • 8. Reward the Right Growth Behaviours Strategically 8 Example exercise
  • 9. Strategy #4: Minister of Policies, Processes and Tech Stack 9 GOAL Streamline process, establish policies and adopt latest tech stack. WHY? Enabling growth plan requires optimization and scalability of processes/tools.
  • 10. 10 Minister of Policies, Processes and Tech Stack POLICIES 1. Rules of Engagement policy 2. Lead Assignment rules 3. Discounting policy 4. Cross-team/Cross-region collaboration policy PROCESSES 1. Quote to Cash process 2. Lead to Quote process 3. Annual Planning 4. Deals desk setup and legal alignment Example exercise TECH STACK 1. Integration across tools 2. Access Provisioning and Control 3. Process Automation 4. Reporting infrastructure
  • 11. Strategy #5: Master of Coin for Marketing 11 GOAL Track, report and optimize marketing spend and returns WHY? Marketing is too close to the problem. Growth requires focused attention and optimization. WHY REVOPS? Unbiased filtered feedback from sales and keeping it real with marketing
  • 12. Strategy #6: Grow and Protect 12 GOAL Delight your customers post-sales to expand effectively and avoid churn WHY? Growth comes sometimes from existing base. Implementation, onboarding and expansion can be great levers
  • 13. Grow and Protect 13 Example exercise: Account Book Strategy Account book classification and assignment Expansion targets and Churn Control targets for Account book Cross sell and Upsell strategy and playbooks Tracking and Reporting Resourcing for Implementation, Onboarding, Customer Success Teams 1 2 3 4 5
  • 14. Summary 14 Rationalize Reality with Metrics Collect Insights in Disguise Reward the Right Growth Behaviours Strategically Minister of Policies, Processes and Tech Stack Master of Coin for Marketing Grow and Protect 1 2 3 4 5 6
  • 15. Summary Come visit us at booth #219! 15 Siva Rajamani CEO Everstage @everstageinc Shreenidhi Shivkumar Head of Solutions Everstage @everstageinc Sivaroopan Sivakumar Head of Customer Success Everstage @everstageinc