How to Build A RevOps Team
As a CEO, the thought of building a RevOps team can be both exciting and intimidating at the same time. It's exciting because you're about to set up your company for success in the long term. But it's also intimidating because you know that this decision will affect every aspect of your business — from operations to marketing. To help you get started on the right foot, here are five steps that we recommend taking when building your own RevOps team:
Find a Leader for the Team
The most important step in building your RevOps team is finding a leader. Ideally, this person will be able to manage the workflow and help with decision making as well as being able to lead the way on technology. You want someone who can effectively communicate with both business leaders and technical staff alike.
The next thing you'll need to do is decide what kind of person should fill these shoes: someone with experience running teams? Someone with technical expertise? Or perhaps you've already got someone on hand that fits the bill. Whatever you choose, make sure they have enough authority over their own actions so that their decisions don't go unchecked or end up causing confusion among other members of the team—a good rule of thumb is that whoever's going to lead this project needs at least some autonomy over their own work load; if they don't get it from above then they should have enough clout locally so as not to create problems down line (or vice versa). For example: if there isn't already a designated leader among existing staff then this could potentially cause trouble when trying to assign certain tasks because everyone might think "I'm better suited for X than Y"--so either way having one person take responsibility ensures everyone else knows exactly where they stand."
Build a Comprehensive Database
When it comes to building a RevOps team and creating a comprehensive database, the first step is determining what types of data should be collected. The most important types of data for your company include:
Service levels—how long each customer’s issue was open for before it was resolved.
Productivity—the average number of tickets closed per person per week, month or year.
Time tracking—when issues were opened and closed in relation to other key milestones like training sessions or deployment cycles (for example, did you deploy more than two times during this period?)
You also need to think about which metrics are not relevant to your business; these could include:
Employee names and contact information (this could lead to privacy concerns)
Develop a Data-Driven RevOps Strategy
A data-driven revops strategy will help you uncover the root causes of your bottlenecks, determine which areas need to be improved and prioritize where to focus your efforts. It will also allow you to measure the impact of any changes made.
To build a data-driven revops strategy:
Understand what metrics are important for measuring performance (e.g., lead time, inventory turns) and how they relate to each other
Use visualization tools like Kanban boards or swim lanes so everyone on your team can easily see progress towards goals
Analyze historical data from the past several months or years (depending on how much history you have)
Create a Hyper-Personalized Customer Experience
You've established a solid foundation for your RevOps team and have been successful with your initial efforts. But there's still work to be done.
The key to creating a hyper-personalized customer experience is using the data you have to create a personalized experience for each customer. This requires three things:
Identifying customer pain points and needs: What do customers want? What are their problems or frustrations? How should we solve those pain points?
Understanding behavior: Where, when, how often does this customer engage with our brand? Where do they spend time online (social media sites, forums etc.)
Knowing preferences (and building relationships): What kind of content do they like reading? Is it helpful content like "how-to" articles or more informative blog posts on broad industry trends that affect our business? Or perhaps they prefer engaging in discussions with other customers where they can ask questions about products directly to experts within our company.*
Automate Processes to Reduce Operational Friction
Automation is a natural step in reducing operational friction, and it can be used to address many of the problems above. Automating processes can reduce errors, reduce time spent on repetitive tasks, and even help you test your process before it's implemented. If automation is incorporated into your RevOps approach from the beginning, you'll have a better chance of detecting problems earlier so they don't become costly later.
For example:
You could use automation to check whether all of your code meets the quality standards outlined in your standard operating procedures (SOPs). This will save time spent manually checking each line of code; finding errors this way also means that they don't get checked into production until they're fixed.
Automation can be used with monitoring tools like Nagios or Zabbix to detect when something goes wrong at an early stage by identifying changes in certain metrics—for example, if CPU usage spikes up unexpectedly—so that developers are alerted faster than if they were relying on humans alone as sensors for issues happening within their software stack.
With the right team in place, you can move your business forward faster and more efficiently.
You're not alone if you find yourself asking, "How do I build a RevOps team?"
This is a common question that we get from our customers—and it isn't just about hiring for the role. It's about building a solid foundation for your business that includes the right people, processes, and technology to enable faster changes and improve efficiency across your entire organization.
At this point in your journey toward becoming more agile and adaptive through automation, you may be wondering what is next? How can you ensure that your team has all of the tools they need to succeed?
Conclusion
As you can see, there’s no magic bullet for building a successful RevOps team. The key is to take the right approach and be prepared to learn as you go. If you want to get the most out of your RevOps team, it’s important to choose the right people who will work together well and understand their roles in the process. You also need a comprehensive database with all customer data so that every member of your organization can access it whenever they need it, regardless of whether they’re using Salesforce or some other system for sales automation. And finally, by automating processes like forecasting or quoting that involve extensive manual inputs from different departments (e.g., sales reps), you can reduce operational friction across teams with tools like Zapier!
