How To Leverage RevOps Automation To Boost Revenue

This is a guest post by RevPartners.

When Tasks Come First, Customers Never Do

Revenue operations (“RevOps”) almost certainly did not appear in your father’s (or mother’s) college marketing textbook. It’s a new term. It’s hot. As such, it is not always leveraged properly. The businesses that do it well, thrive; those that don’t, whither.

In short, RevOps is the new kingmaker of the marketing industry. Matt Bolian, the CRO of RevPartners, (shameless brag: the fastest HubSpot Solutions Partner to Elite) likes to start conversations regarding RevOps by asking the question, “Can you answer questions about your data?” Your ability to do so more effectively than other companies is your greatest weapon. To see how sharp your sword really is, consider these vital questions.

The Power of RevOps is in the collection, synthesizing, and dissemination of data. Simple. Clean. Also, good things come in threes. Here’s the receipt on that one.

Now, on to actually “doing” RevOps. Collecting, synthesizing, and disseminating data sounds time consuming. And it is. However, inside each of these functions are multiple processes that can be automated. Put simply, we can now use technology to execute monotonous tasks. This allows employees to be customer-oriented, not task-oriented. The future is now!

The following is a quick guide to the top workflows and platforms within the world of RevOps automation.

Collecting

Collecting data is all about those initial touch points and the retention of data.

Emails

Automating emails allows you to set up an email once, and whenever a particular condition is met an email is sent automatically. The result? An inverse relationship between the number of new contacts created and the amount of additional effort on your part.

Automated emails make you feel as though you’re in the driver’s seat of a fully autonomous vehicle.

• Recommendation: The best email automation option is to have it connected directly with your CRM. HubSpot enables you to have automated email workflows set up that connect directly with your contact database.

Meetings

Essential for collecting and discussing data…but only if people actually attend!

For those under 30, it can be hard to imagine that people once had to write things down! Missed meetings, double scheduling, and miscommunication were commonplace. Collaborative calendar software helps to organize and track meetings well in advance, even across different teams and companies. Automatic pop-up notifications prevent even the most disorganized employee from missing meetings.

• Recommendation: Calendly is a great option here. Efficiency, worry-free coordination, and the ability to schedule for a wide variety of meeting types are just a few of the reasons why.

Calls

One of the biggest barriers for sales teams is outbound calling. Speed, efficiency, and great customer service are all crucial pieces to the puzzle. The answer?

• Recommendation: When it comes to call automation, Kixie leads the way…Kixie’s Multi-Line PowerDialer is quite literally a hands-off approach to outbound calling. A caller’s manual dexterity is no longer the determining factor in reaching customers when the next number is automatically dialed for you.
• The Kixie PowerDialer for HubSpot dials up to ten leads in parallel from your HubSpot contacts and all CRM data is displayed in the dialer. Reach a high volume of contacts quicker than ever!
• Automatically log all incoming and outgoing calls in HubSpot and produce insightful reports with Kixie’s contact center solution.
• Custom greetings, estimated wait times, automatic call back, and automatic call recording are all part of the buffet served up by Kixie. Wear your eating pants!

Kixie’s call center solution integrates seamlessly with HubSpot, other leading CRMs, and even custom CRMs. Want to send a follow-up email? That’s a single click; want to create and update contacts? That’s zero clicks!

Tasks

Tracking and scheduling tasks can be tedious, but one missed call or meeting can be the difference between closing a deal and losing a deal. (The margin is so small, “closing” and “losing” are only separated by a single letter!)

Now it can be easier than ever to track and auto schedule emails, phone calls, and texts. Workflow automations can notify your team of deadlines and approvals. You can even tailor engagement styles to certain buyer personas.

• Recommendation: Monday.com provides a wide array of options in this arena.

Contact Enrichment

Most people don’t like providing a mountain of information about themselves upfront. Contact enrichment software solves this by automatically supplementing and adding context to whatever data you’re able to obtain. Spend less time researching, more time converting.

• Recommendation: With Clearbit’s services, you can enrich piles and piles of contact data while also reducing human error.

For more information on contact enrichment, don’t miss this sit down between Kevin Hopp of Hopp Consulting Group and Brendan Tolleson, CEO of RevPartners.

Synthesizing

Synthesizing data is all about putting the data together and making it mean something. HubSpot implementation and HubSpot CRM migrations are essential to this.

Lead Scoring

Sets of specific metrics (demographics, company info, online behavior) and “points” are automatically assigned to new leads, helping to aim you in the direction of a future customer. Lead scoring prevents marketing from handing over unqualified leads to the sales team.

• Recommendation: Autopilot is a great choice here. It’s easy to set up and allows you to score additional metrics such as product usage.

Deal Scoring

Know which deals to prioritize with real-time point distribution based on actions and attributes that you set. Dynamic deal scoring allows for the addition and subtraction of points when a determined behavior takes place

• Recommendation: ActiveCampaign points you towards high value leads and lets you sort deals by score in a specific stage.

Customer Health Score

Acquisition is useless without retention. Find out which customers are “sick” (ready to churn) and which are “healthy” (ripe for an upsell opportunity).

• Recommendation: Syncari automatically looks at metrics such as a customer’s interaction with the product to let you know if the doctor should be in.

Deal Velocity

The need for speed! When trying to close a deal, friction is the enemy. A process that drags can, at best, lead to unhappy customers, and at worst cause a deal to fall through.

How fast deals are closing can be improved through digital negotiation, which supports prompt responses and shortens the sales cycle. MQLs can become SQLs at a quicker rate.

• Recommendation: ThoughtRiver is a friction-busting machine!

Disseminating

Disseminating data allows for an analysis of what went right and wrong in the sales pipeline, helping to identify areas of friction.

SDR Activity Tracking

Visualize the number of meetings booked, activities, pick up rates, lead response times, and cadence compliance

• Recommendation: Varicent’s focus on sales and marketing alignment make them a great nominee for the top spot here.

Quota Attainment

Missed quotas hurt paychecks and increase turnover. A one-two punch no company wants. Sales scorecards automate the process of tracking each salesperson’s closes and compare that number to what is expected. Automated forecast estimates regarding quarterly targets give a heads up and allow companies to make changes on the fly.

• Recommendation: Brainshark is great as they provide historical percentages, which provide valuable context to your team’s current numbers.

Closed Won/Closed Lost Reports

Seeing is believing! A printed black and white sales report may be informative, but it’s also static and boring. There are now graphics to visualize data and column charts to display deal stage measured by amount total and count of deals. There are tools to automatically segment your closed-lost list by customer classification and you can automatically be provided with notifications for next steps

• Recommendation: Having access to these within your CRM is key. HubSpot gives full visibility on contact and deal reporting from first to last activity.

Defining RevOps might be hard, but doing RevOps doesn’t have to be. (See who does RevOps the BIGGEST here). Today, intricate procedures can be automated in such a way that companies can focus more on their customers, and and less on the minutiae surrounding the process. In turn, this leads to more sales and a higher retention rate of customers. Automation is the present, and future, of the marketing world, making tedious tasks a thing of the past.

About RevPartners

RevPartners designs and executes revenue engines to supercharge their customers’ growth. The RevPartners team orchestrates, optimizes, and reports on their clients’ marketing, sales, and operations processes through automation and tools. RevPartners’ mission is to democratize Revenue Operations as a Service, empowering the 99% to experience the benefit of RevOps. What makes RevPartners different from the rest is how their values translate into the excellence of how they operate. One of the most important values they uphold is taking 100% ownership of everything that they do. Like their website says, they only win when you win.