In this episode Joshua discusses the importance of building deep relationships with leadership teams.
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Welcome to Rise of RevOps. I'm Ian Faiz on CEO of Gasping Studios and today we
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are
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joined by a special guest, Josh, how are you?
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I'm fantastic. It's a pleasure to be here, Ian.
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Yeah, pleasure to have you on the show, excited to chat about user testing and
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all the cool
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rev-op stuff that you're doing there. As always, our show is presented by Qual
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ified.
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Go to Qualified.com to learn more.
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Josh, let's get into it. How the heck did you get into RevOps?
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Yeah, I'll give a bit of an atypical answer here. I'll go back before my
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professional days.
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I was editor-in-chief of my high school newspaper and I can think back to those
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days and just
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being fascinated in the interplay of content and the business aspect.
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I went to a public school. We absolutely had to be selling ads to fund our
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paper for the
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breadth of the publication. We needed to provide a quality product to drive up
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our readership
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to get those advertisers interested to place. I can just remember from those
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early years
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being kind of enamored with all the interrelations there. It even taken me
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through to college
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years at Berkeley. Shout out to all the Cal Alums there. I kind of followed up
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that again,
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working up the newspaper at the Daily Californian and focusing on sales. I was
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pounding the
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pavement, walking the streets, selling to local restaurants and shops. Again,
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in retrospect,
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I very much thinking about territory planning and analyzing what was giving me
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better win
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rates, highlighting to competitors how they were being upstaged by one another.
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I remember
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serving pizza clients like fat slice and blondies on Telegraph Ave and kind of
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comparing and
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contrasting which ads were running and what was effective with the student
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population.
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Building on that, my professional career actually started in finance, which I
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don't
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think is unusual for rev-ops, professionals, but core financial planning as
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well as control
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or ship responsibilities. I started my career with Cybase, forecasting and
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planning processes,
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and really getting appreciation for the inner workings of finance with the
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frontline sales
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teams. It was outside base that I had an opportunity, which should have been
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just a six-week
2:43
assignment, went out to Hong Kong and filled in for the FP&A leader in Asia
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Pacific. Really,
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for me, it was the act of getting outside of company headquarters, being on the
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ground
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with the local country representatives in Asia Pacific at the time. So much
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growth and
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diversity between China, India, Southeast Asia had the opportunity to be
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offered a full-time
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role out there and it turned into an 11-year run, really pivoted into
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leadership positions
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in strategy planning and operations for the regional outfits of larger tech
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companies,
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such as Cisco Systems, BT Global Services. When coming back to the states 2015,
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what
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was most important to me was really building and leveraging those experiences
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of what good
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looks like at scale. I was very much targeted on seeing how best I could
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leverage my skill
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set to smaller companies that were on a growth journey. For me, the past five
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years, having
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the pleasure of leading the revenue operations team at user testing through a
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successful IPO,
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a recent acquisition and merger by Tom Abravo has just been a fantastic
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experience.
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Yeah, and so tell me more about the RevOps team at user testing.
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So it's gone through quite a few iterations from the time I joined five years
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ago. I mean,
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we were pretty lean and scrappy when I joined a team of about four that were
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focused on
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what I'd consider more core sales operations and commercial management, deal
4:36
with us type
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of functions. As we scaled on our journey, 200 million plus on the way to an
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IPO, there
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we really structured ourselves to cover the entire lifecycle of the customer.
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So starting
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top of final marketing ops, the core sales operations function, also customer
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success
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and getting a deep understanding and appreciation for what drives retention.
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And at user testing,
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we couple those building blocks with a very critical focus on enablement to
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make sure
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that we're bringing the customer facing critical team members along on the
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journey and equipping
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them to be successful. We also carry the outbound, the business development
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reps to drive pipeline
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creation and still the commercial aspect of the business. Surprising strategy
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coupled
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with the deal desk reporting to RevOps, that user testing.
5:42
So sorry, it actually reports into RevOps or we're saying that you manage the
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outbound
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piece of that. I directly manage the outbound piece of that. It's a part of the
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RevOps team. Yes. Oh, that's super fascinating. I didn't realize that. Yeah,
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why the switch
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to consolidate those things? Yeah, great question. For us, it was a matter of
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understanding what
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was working, what wasn't working throughout the go-to market and how we could
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best pair
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like-minded teams to drive results. For user testing, we've been blessed with a
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really healthy
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inbound lead flow and generation that contributed healthily to our growth. And
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as we focus more
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on the enterprise business, we recognize we really needed to separate out an in
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bound focus
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SDR responsibility from an outbound focus, what we call business development
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reps today.
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So having those BDRs report into revenue operations, be coupled with the enable
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ment team, have
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a tightness in the relationship with sales leadership, as well as the closeness
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with
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marketing campaigns and the messaging has proved to be super valuable.
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Yeah, I've never heard of that. I mean, I hear on our marketing podcast that we
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do,
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we talk all the time about how having outbound be a marketing function, but I
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've never heard
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of it as a RevOps function. It's super fascinating. Yeah. And in my mind, the
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reporting line
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isn't always the critical piece. Sure. The management, the common KPIs that we
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look at,
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we actually made a recent switch to have our sales development group report
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directly into
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marketing, which I think is going to be a fantastic move to get even greater
7:49
closeness
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with a demand gen team. So I think the outbound piece has been very valuable to
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be a part of
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the RevOps family and really promoting for that whole unit a career growth
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trajectory
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and into sales as well. How unique is this about your organization? Because
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this is super unique
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and I'm so fascinated by it. So it seems like with that setup, you would have a
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really good
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understanding of how the pipeline looks and the different triggers if it's
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reporting into you.
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And like you said, I guess it doesn't really matter who a reparse to, but for
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you all it is this way.
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One of the common problems that a lot of people have is sort of that RevOps
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falling
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primarily under sales or primarily under marketing or sort of not being able to
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look at it holistically.
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It seems like you're looking at it extremely holistically in terms of these
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functions of
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inbound and outbound, not being even under sales functions. Do you feel like it
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adds a level of
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increase like transparency and visibility? Is it like why? Yeah, just curious.
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Yeah, in my mind, RevOps very much needs to be perceived as this neutral agency
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within the company.
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Having probably grown up with a finance background and having that different
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companies reported
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into a function led by the CFO, by the COO or the CRO. I mean, my motto has
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always been
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regardless of reporting line, I'm going to reach out and build deep
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relationships with the leadership
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teams throughout the company of those supporting functions. And in this case,
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with the BDRs,
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it's absolutely about ensuring you've got the closeness in relationship, clos
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eness in agreement
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and understanding on the go-to-market priorities with the CMO and the CRO.
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And to your specific question, Ian, it's an ongoing study on what's happening
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in the pipeline.
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And we're constantly looking at the lifecycle and where does the deal velocity
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slow down?
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Is it there's been periods during the last five years where it could be early
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stage,
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where we've seen for specific campaigns, perhaps the messaging wasn't reson
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ating,
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and we needed to find a different way to connect with certain buyers and person
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as.
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And we wanted to utilize a different type of approach for opening the door.
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At other times, especially over the last few years, be it when COVID first hit
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or the financial
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downturn of the last year, there's other levers and there's other specific
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points within the
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sales cycle that can trigger slowness and can trigger concerns with the buyer.
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And in my mind, it's very important to look at your sales lifecycle on a
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trend basis and understanding what's changing quarter to quarter, year to year.
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Because if you think the buyer-seller relationship is just static, you're going
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to be
11:19
surprised unpleasantly, very frequently.
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Yeah. Any other things that are unique about your RevOps team?
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I would highlight our enablement function. I think we have a world-class enable
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ment team.
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And again, on the growth journey, when I joined 12 sellers, heavily focused SMB
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and mid-market,
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and we've built 100 plus that are very focused on enterprise and global,
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the enablement team has really done a fantastic job at allowing us to go
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through periods of
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hyper growth, getting new hires up to speed, understanding our product
12:01
positioning, but also
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treating it on an iterative basis, providing coaching, feedback.
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And very important to me, it's a two-direction measure. I always take the
12:15
approach as a RevOps
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leader. You absolutely do not know everything. You need to be listening. Your
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customer-facing
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employees are the ones that can give you the latest and most important critical
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information.
12:28
And our enablement team, having that close relationship with our sellers, is
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able to really
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constantly feed back what's resonating, what's not, where do we need to
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consider tweaks.
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So I would definitely put a focus and stress on the enablement aspect of the
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team.
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Yeah, interesting having enablement be part of it. Again, why that decision and
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where else would
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it go, do you think? Yeah, I mean, I can share with you when I first joined
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that user testing
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our enablement leader reported directly to the chief revenue officer, and that
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did work very well.
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I think that elevated the platform of enablement. But again, for me in our
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design, it is looking
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about where can you couple leadership that just kind of one plus one equals
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three and get these
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fantastic synergies that pay off. And with our enablement leader and many of
13:28
the operational leaders,
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we're able to have this constant tweaking and constant mindset of improving our
13:37
sales process
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and lifecycle to provide a better experience, ultimately for our customers, but
13:44
absolutely for
13:45
all of our internal customer-facing employees to be more effective in their
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jobs.
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It seems like you have sort of corralled resources around the actual sales
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people in a way with like
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surrounding them in a nice warm blanket of marketing and rev ops. And it feels
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kind of like a lot of
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times the best rev ops teams do that is they're really just allowing the
14:16
sellers to just sell and
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pulling those extracting those insights and ideas and best practices and all
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that sort of stuff,
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pulling different levers to see how you could get deals done faster or
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accelerate sticky points
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and all that stuff. Yeah, curious how you think about sales?
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Yeah, I think your spot on and the way you described it, where I'm at a company
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where we're
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selling a platform to get our customers closer to their end users and kind of
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bridging that
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empathy gap and the way that I look at our job as rev ops professionals to set
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up
14:56
customer-facing employees for ultimate success and the sales team for success,
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it is about creating that fluid best-in-class experience for the employee and
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ultimately
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that's what we're trying to drive. We're wanting to delight our customers but
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at the same time for
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our internal employees to do the job of their lives for our sellers to be high-
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performing,
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we need to be thinking through their lens, we need to understand what's driving
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inefficiency,
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what's creating roadblocks for them identifying opportunity and you're right. I
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think the
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rev ops construct that we've built at user testing, it's very much with the
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goal of making the sales
15:47
experience optimized and creating a kind of a single intake, if that makes
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sense for the sales
15:57
team rather than needing to bounce around to finance to legal to many different
16:02
stakeholders,
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we want to shepherd them in a streamlined fashion to get the answers, the
16:08
guidance
16:09
and the knowledge they need to be successful in their jobs.
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All right, that's it, we're done with the rev opening, let's get to our next
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segment,
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rev obstacles where we talk about the tough parts of rev ops. What's the
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hardest rev ops
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problem you faced in the last six months or so? In terms of the biggest
16:28
obstacle in the last six
16:29
months where we've recently been acquired, user testing and user zoom has
16:35
merged over the past
16:37
really weeks and as you can imagine it's going through a merger of similarly
16:44
sized companies,
16:45
it's very exciting, it's a great experience for the new combined company
16:51
but it can be a daunting task in terms of all of the dynamics of designing the
16:56
blended org,
16:57
figuring out territories that are best set up to allow our company to thrive
17:03
and to set
17:04
our sellers, our customer success representatives up for a great trajectory
17:12
ahead as well as again
17:14
delighting our customers and the challenge here was really wrapping your arms
17:22
around
17:22
two different tool sets, two different data sets and forging a path forward.
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We have talked about rev ops as the zipper but truly when you're merging, it
17:34
really is a zipper.
17:36
Yeah, merging those sort of go to markets, merging those, you know, your sort
17:44
of rev ops
17:45
teams, all that stuff. Yeah, it's very much kind of a go slow to go fast
17:54
framework where
17:55
we wanted to take a step back and show we had a clear understanding about the
18:00
existing ideal
18:01
customer profile that both companies were operating under, getting a deeper
18:07
view around
18:08
existing install based territory establishments and then it's really about
18:15
ensuring that again
18:17
the partnership with the go to market leadership with your sales leaders,
18:21
marketing leaders,
18:22
customer success leaders to be on the same page as to what are we truly
18:27
building for the future
18:29
company and with all of those inputs then go through the exercise of ensuring
18:36
that
18:36
you're carving appropriately, you're setting up territories for success.
18:41
Very important to me when you go through these types of transitions for M&A
18:46
activity in the past,
18:48
I've seen cases where unnecessarily you rip away account executives that had
18:55
fantastic
18:55
relationships with their existing customers. So again, putting weight on the
19:00
health of that
19:01
continuity and coverage as well, but it's not a straightforward formula. You
19:07
need to really
19:08
take the time to understand those variables, use your tech stack to draw out
19:14
the right insights and
19:15
then land on a design where all the supporting go to market functions together
19:21
are on the same
19:21
page and can sign off together. Is it helpful in both companies have the first
19:28
first first name?
19:30
That is true. That's a unique one here. Pretty unique. What's your biggest rev
19:39
oops moment?
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Biggest revoops moment is related to rolling out our what to cash solution with
19:47
CPQ.
19:48
There we did not follow the go slow to go fast mantra and in many ways again
19:56
with
19:57
all of the intent of having an end to end fantastic automated solution to
20:04
unlock efficiency.
20:05
We just haven't taken the time to think about all of the corner cases and sure
20:11
that we got
20:11
key stakeholder feedback and it was a painful deployment. There's no other way
20:17
to say it.
20:18
I mean, we have I think world class systems team deal desk with all of the
20:24
right and 10,
20:25
but we pushed ourselves on a timeline that just didn't allow that initial
20:30
successful moment.
20:32
And it was a big learning process where we did have the opportunity to go back,
20:38
get it right, make iterations, put in place building blocks, but it just really
20:45
reminds you
20:46
when you have these big structural releases that are going to be so
20:52
foundational to your company,
20:54
you want to make time for testing, you want to make time to get that key stake
21:00
holder feedback.
21:00
If you take shortcuts, it is going to burn you. I think it was a big learning
21:07
experience for
21:08
many of our team members. Yeah, any other rev obstacles or revoopsies or
21:15
anything there?
21:18
I think another thread on the revoops is jumping to assumptions. We live in a
21:34
world where there can
21:35
be anecdotes that people want to seize onto. And I think on the analytical side
21:40
, when you think about
21:41
the key KPIs that user testing or many other SaaS companies dive into,
21:49
it's so important to be multi-threaded and really understand what's changing
21:56
throughout
21:56
the entire lifecycle and certainly run into issues where we thought we had a
22:01
big
22:02
aha moment in terms of something dramatically changing with a key KPI, but then
22:09
taking a step
22:10
back and looking in the larger context. So that would be one where I'm a big
22:15
believer in
22:16
ensuring that you're looking at multiple lenses when conducting analysis. Yeah,
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that's great.
22:23
All right, let's get to our next segment. The tool shed, we're talking tools,
22:28
spreadsheets,
22:29
metrics, just like everyone's favorite tool qualified. There'll be to be tool
22:34
shed is
22:34
complete without qualified. Go to qualified.com right now to check them out.
22:39
The best tool in
22:40
every revoops leaders toolkit, that's for sure. Josh, what's in your toolkit?
22:48
Or your tool shed?
22:49
Or toolkit? There's a lot. It would take me a long time to go through that
22:56
entire shed, but I'll
22:57
talk through some highlights. Salesforce is our CRM. Pretty much every company
23:04
I've been at over
23:05
the last couple of decades. That's been table stakes to build out your
23:09
integrated tool set.
23:11
Mark Hetto from an automation standpoint, how we're driving the top of the
23:17
funnel activity and
23:18
insights we use Tableau for data visualization. Drift, we recently moved to for
23:27
managing our live
23:28
chat, high spot for storing our enablement assets and ensuring that it's a
23:35
clean streamline view
23:37
for our customer facing folks to engage, use outreach for sequencing. And then
23:44
in terms of
23:47
contacts, company, intelligence, Zoom info is where we've really landed in
23:55
recent years as a
23:56
best landing spot. So there's others that can go deeper on, but maybe I'll
24:01
pause there for now.
24:03
I lost your audio.
24:12
Because I was meeting myself. Yeah, that's great. And so, I think a lot of
24:24
those things, like you
24:24
said, are table stakes now. What are the things that you're pushing into that
24:28
are a little bit
24:29
more at the cutting edge and things that you're trying to push the limits of or
24:34
just stuff that
24:35
you're testing and checking out? Sixth sense and kind of gaining deeper
24:40
insights on intent data,
24:42
I mean, is one that, you know, across marketing and sales, we have a huge
24:47
amount of excitement
24:48
around the potential there. We, you know, we do follow what I consider to be a
24:53
pretty classic
24:54
sales cycle model where we start at the top of the funnel with inquiries and M
25:00
QLs. And I do see
25:03
for those of you out there that are not yet using intent data, but getting
25:07
getting that data and
25:09
insight as to who's engaging with your brand, your website, as a means to
25:15
really revolutionize
25:17
the way that we engage with our ideal customer profile and being able to over
25:23
time layer that
25:25
to understand their buyer journey, layer that with, you know, a knowledge of
25:30
which verticals we
25:32
typically win at and which particular departments do we need to engage? And I
25:37
just,
25:37
we're still early stages in terms of leveraging all the insights that that
25:43
intent data can provide.
25:44
But this is one where I'm super excited in terms of how, you know, how this can
25:49
change the game and
25:50
open up new means of us getting closer with our customers.
25:54
Yeah, it's really amazing. I mean, the tools that can give you more information
26:02
about what's
26:02
happening on your website and intent and all the ABM platforms are really
26:06
exciting. Obviously,
26:08
you know, tools like Qualified are amazing sponsor of figuring out who the heck
26:14
is coming to your
26:14
website, how to talk to them faster. I mean, if I liked you said revolutionary,
26:19
because that's
26:19
what it feels like. It feels like a shift. I mean, it feels like a huge shift.
26:25
And I think there
26:26
are some, you know, scuttle butt about sort of like using ABM as a term and the
26:32
vendor is creating
26:34
it all of this or something, but it's like, it's true. I mean, it is, it is, it
26:38
feels really different.
26:40
And it feels like when you're not investing in those things, you kind of don't
26:45
know what you're
26:46
addressing. Absolutely. And I, I think doing, again, kind of doing the homework
26:53
, understanding how
26:54
other companies are leveraging some of these newer technologies, but you're
26:58
absolutely right. If
26:59
you're not leveraging intent data, you're missing an entire, you know, sea of
27:06
data and insights that
27:08
can be shaping your sales cycles in an entirely different way.
27:12
Okay.
27:14
between leading
27:16
What about some metrics that matter to you?
27:24
Yeah. I mean, with metrics, it's, I mean, this is an area I'm very passionate
27:32
about, where,
27:34
you know, philosophically, it's really about establishing that balanced view
27:41
and lagging indicators for demand gen all the way through to sales, where,
27:47
again, if you're only
27:48
focused on one piece of the puzzle, you can pretty much fall off a cliff in
27:54
terms of the business
27:56
health quickly. So, you know, today, in terms of that life cycle, you know, I
28:02
break it into different
28:03
quadrants where we're looking at the demand gen. And like we talked about
28:07
earlier, understanding
28:09
marketing qualified leads, earlier in the conversation, we talked about our BDR
28:14
s,
28:14
and they're pairing with account execs to generate, you know, sales qualified
28:19
leads, sales generated
28:21
leads, and understanding what are the win rates there, which specific campaigns
28:27
and efforts are
28:27
paying off and where we see in the ROI. But then following that, you know, it
28:32
turns into activity.
28:34
And with our SDRs and BDRs, what is the activity be it? Number of emails, calls
28:43
, buyer interactions
28:45
that are taking place that allow for that sweet spot where we know not every
28:51
single buyer is the
28:52
same. I mean, I've got colleagues that will pick up the phone for every unknown
28:59
spam potential
28:59
call days. Again, they're crazy. I don't. I can't. I don't.
29:04
No way. Are you kidding me? There's no. I mean, I get 50 emails. I mean, maybe
29:11
not a day, but I get
29:12
at least 15 just emails. Absolutely. And then it's about finding the balance. I
29:20
mean, knowing that
29:21
yes, there's those outliers that will pick up their phone on all those
29:24
occasions, but others that
29:26
need prompts via email or LinkedIn and making sure that we find the sweet spot
29:31
for that multi-touch
29:33
reactivity. And then, you know, measuring there, where are we finding our sweet
29:38
spot? It really gets
29:39
into understanding the pipeline. We're here. We can go super deep. And at our
29:45
company, it's very
29:47
much about we bring together leadership to study the pipeline deeply in terms
29:52
of knowing what's
29:53
changed in the average sales cycle, you know, getting forward looking in terms
29:59
of that
30:00
pipeline to quote a coverage ratio, understanding win rates and where they
30:05
spike in or where they
30:07
challenge on an ongoing basis. And kind of connecting the metrics on the
30:13
pipeline side,
30:14
you know, it is about turning your lens to performance. And obviously, on the
30:21
journey,
30:23
when we were VC backed, fairly high growth on the road to be IPO. And
30:28
definitely,
30:29
once a public company, that forecast accuracy becomes so paramount and
30:34
important. And again,
30:36
knowing when to add kind of fuel to the fire and when to add reps and get that
30:45
total target
30:46
attainment balance becomes critical. And for SaaS, you know, it's all about
30:52
retention as well. So
30:54
getting those customer insights as to where, you know, where is adoption
30:59
successful, where is
31:01
healthy usage or where are there gaps? And then, you know, we're very deep in
31:06
analyzing
31:07
gross retention. So ensuring that we have a healthy amount of our existing
31:13
customers renewing
31:15
and coming back and focus, as well as net retention. So understanding what's
31:20
the growth on top of
31:21
that existing contracts to ensure that we're driving some healthy expansion and
31:27
showing more value to
31:29
our customers. Specifically with outbound, because you run it, I'm curious, any
31:37
metrics on
31:38
that stuff that you're talking about, number of calls, number of emails, any
31:42
things that you see
31:45
out there? Yeah, it's I call it a delicate balance where the
31:52
I've been at companies where there's such a focus on ensuring there's volume
31:58
that, again,
31:59
you can get into kind of what many term that spray and pray approach where we
32:06
're very much
32:07
focused on inspecting the quality, making sure that the BDRs are taking the
32:13
time to research
32:14
companies, understand the person that they're speaking out to and relate to
32:20
topics that are
32:22
going to be relevant for them. So for us, it's sure we don't want to see a
32:29
number of
32:30
outbound touches fall to an unhealthy level, but it's more so important to
32:35
ensure that the quality
32:37
of the interaction, the partnership and the planning with the account exec to
32:42
understand
32:43
what are those high priority companies and verticals and personas that you want
32:49
to be engaging with.
32:50
That becomes such a critical aspect of the job and the coaching and the
32:57
inspection that we want
32:58
to provide for their success. Any blind spot that you have that you're like, oh
33:03
my gosh,
33:03
I wish I could measure this better. Blind spot, I would lean towards sales
33:08
place where, you know,
33:10
we have this fantastic solution. User testing can provide insights to any
33:17
customer, any vertical
33:19
to get closer to their users and informing them to make better decisions about
33:24
the way they run
33:24
their business, the way they design their product solutions and experiences.
33:29
And for us, designing
33:32
sales plays and thinking through the right messaging and making sure we're
33:36
getting that feedback loop
33:38
from our reps as to what's landing and what's not. That's the one I haven't
33:43
fully cracked. We've
33:45
created the fields, we've tried to capture the particular plays being run, but
33:52
unless you take
33:53
the time to really listen to calls or survey reps at large, which obviously you
34:01
can't conduct
34:02
on an ongoing basis, we need to find a way to better capture those insights as
34:07
they're happening.
34:08
That's a sales play insight is one that definitely high on the list to solve
34:13
for.
34:14
Yeah, that's great. Any thoughts on marketing attribution?
34:22
They're sort of boring thoughts on attribution and having to not work in this
34:31
new sort of the
34:32
self-identify thing working really well to find out more information there just
34:39
curious on
34:40
on attribution and also multitouch and ABM and all this stuff. It's like you're
34:43
not
34:44
sourcing a lead in traditional ways a lot of times anymore anyways.
34:49
Absolutely. I'm a big believer in studying multitouch attribution. I've been at
34:56
companies
34:57
where we go back and forth in terms of analyzing is the lead source, the holy
35:05
grail. Where did this
35:06
individual originate from? I've always believed it's critical to understand
35:13
what are the touch points
35:14
on that sales journey that get you across the line. We do. We're blessed with a
35:21
fantastic
35:21
marketing ops team that recently actually spun out from our RevOps team reports
35:26
into a group that
35:27
we call the digital demand center. Very delete. I didn't know that.
35:32
Yeah, exactly. They're able to give us just really fantastic insights into
35:41
different segments,
35:42
different campaigns that are providing effectiveness on the sales journey.
35:47
Again,
35:47
as you start to learn about that multitouch attribution, you can think through
35:54
for different
35:54
segments and verticals of the market. Where do we want to place a campaign if a
36:01
sales cycle is stuck?
36:02
Where do we want to nurture leads that have gone cold? Where do we want to
36:09
provide
36:10
supporting information or invite groups to important events as they're at later
36:16
stages as well?
36:17
Absolutely getting that insight to not just understanding the lead sources, but
36:23
the influence
36:24
of multitouch is critical. Any other cool stuff that you're doing with data or
36:31
any,
36:33
I don't know if you're pro spread sheet or anti-spread sheet, but are any other
36:38
spread sheet thoughts?
36:39
Lots of spreadsheet thoughts. I would say we're trying as much as possible to
36:47
build automation and
36:49
scale through tools like Tableau, where we can build can reports and set a
36:55
broad array of users
36:57
up to be more self-serve because I certainly don't have the number of RevOps
37:02
analysts that can be
37:04
engaging with employees throughout the company on a regular basis. I think in
37:10
terms of broad
37:11
spreadsheet thoughts, it's interesting. I think one is really about visual
37:17
representation. I've
37:19
definitely worked at companies and with colleagues that love to experiment with
37:25
all sorts of views,
37:27
beautiful pie charts and others. I'm very much of the mindset that a trended
37:33
view is usually your
37:35
best default position where you're wanting to understand how things change over
37:40
time.
37:41
I view RevOps as needing to be historians that can understand how we got to
37:48
present day and
37:49
helping to predict and guide our go-to-market leaders on where to make the best
37:54
decisions for
37:55
the path forward and getting just a snapshot view of data at one point in time
38:01
via pie chart.
38:02
It just tells such a small slice of the overall story. That would be one. In
38:09
terms of favorites,
38:11
there's a few that I'd point to. I think one is very much studying and
38:18
understanding
38:20
your close loss reasons and your churn and downsell reasons. This, again,
38:26
understanding over time,
38:27
what's changed has there been a new competitor that emerged? Has the economy
38:32
changed so that budgets
38:33
are drying up? That's one where you just need to stay on top. Another of you,
38:40
like I alluded to in
38:41
the metrics discussion earlier, very much important to understand pipeline
38:48
trends over time from
38:50
a few perspectives. We like to layer win rates as well as seeing deal slippage
38:58
and what pushes
38:59
to future quarters in the same view. You can understand over time, look, are my
39:06
number of losses
39:08
piling up? Am I having a sales cycle slowness? What's truly happening here?
39:14
Getting those
39:16
multi-dimensional views into pipeline analysis is another big one. Then a
39:23
simple one that tells
39:24
more of a story than you'd expect. Really measuring out the count of new logo
39:31
or expansion deals
39:33
and the average sales price over time. You're able to understand, are you
39:39
relying on new logo
39:41
acquisition versus not leaning into your install base enough as well as
39:46
understanding, is there
39:47
a healthy baseline to preserve the average sale price, the healthy margin for
39:52
the business over
39:54
time? Those would be a few of my favorites. Are you building that stuff in
39:59
Tableau or were you
40:02
building that stuff? Mostly Tableau. The goal is really to build everything we
40:07
can in Tableau so we
40:08
can get it out to the masses and the self-serve format and not allow our teams
40:14
to scale for
40:15
success. Okay, let's go to our final segment. Quick hits. These are quick
40:18
questions and quick
40:19
answers. Josh, quick hits. Are you ready? I'm ready. Yes. Number one, if you
40:26
could make any
40:26
animal any size, what animal and what size would it be? I'm tough one because I
40:31
consider myself
40:33
a naturalist but if I had to choose one, I'd probably go with a miniature tiger
40:38
Oh, well, I feel like tigers are something that deserves to be miniature.
40:46
Just as long as it doesn't start eating all of our birds. It's got to be an
40:53
indoor pet maybe.
40:55
Yeah, an indoor tiger. I like it. Is there a RevOps misconception out there
41:02
that you have?
41:03
I think a big misconception I see that's really emerged over the last few years
41:09
is that automation
41:10
and AI can solve all your problems. I think taking the time to establish work
41:17
flows that fit your
41:19
business's needs and being thoughtful in the way you feed your analytics tools
41:25
with the right
41:26
data sets and ask the right questions to understand risks and opportunities is
41:31
critical. I worry
41:33
sometimes with the breadth and the strength of the tech stack that's emerged,
41:39
it can make people
41:40
lazy in some respect and taking a step back and asking the right questions for
41:45
the business health.
41:52
Do you have a RevOps prediction for the next year? My RevOps prediction would
41:58
be there's a major
42:00
consolidation of tools coming. On one hand, I think it's the customer's desire
42:07
where I just,
42:08
I talked to a lot of my friends and contacts in the industry and I think
42:14
managing the current tech
42:16
stack with a lot of niche solutions has become unmanageable in some respects. I
42:22
've also seen
42:23
the current challenging economic environment we're in. It's pretty ripe for
42:28
bringing some of
42:30
these tools together. That would be that consolidation of tools would be my
42:35
prediction for the next year.
42:38
It's funny, you really see it, and I think maybe this sort of VC market
42:45
landscape will really change
42:46
that, but you really do see some of these unicorn tools where you're like, two
42:50
or three of these
42:51
jammed together and you're like, this would be an extremely formidable thing.
42:55
It would be very
42:56
fascinating if there's more interoperability with some of these things. But
43:01
yeah, there's a few
43:04
vendors in certain spaces where you're like, it's just, I like this part of you
43:10
and I like this part
43:11
of you and you guys should just merge together. Absolutely, yeah.
43:15
If you weren't in RevOps or business at all or sitting hanging out with all the
43:29
editors at the
43:30
Californian over at the great University of California, what do you think you'd
43:37
be doing in your career?
43:38
Yeah, that's a good question. There's a creative side that I feel like I get to
43:48
use in the RevOps
43:49
job in terms of the way you explore business, but I'd love to create content. I
43:55
'd love to maybe take
43:56
a step back, try my crack at writing the novel. So I think doing something more
44:04
in the creative
44:05
realms would be a treat for me. What's your best advice for a first time? Rev
44:13
Ops later?
44:14
Best advice would be do your homework. Don't take shortcuts in terms of
44:23
understanding the business.
44:25
Building a network is critical and inviting feedback. In many cases, unless it
44:34
's a truly unique business
44:35
model, RevOps is about approaching opportunities and challenges that have often
44:43
been solved before.
44:44
And I think the key is being humble and inviting that feedback and seeking it
44:49
out. I think many,
44:52
many companies try to create their own bespoke alternative processes when there
44:58
's absolutely
44:59
no need for it. So that would, my ultimate advice would do your homework, but
45:06
ultimately focus on
45:07
building a network of reliable friends and resources that you can be engaging
45:13
with to test ideas on.
45:14
Love it. Josh, thanks so much for joining. For listeners, you can go check out
45:20
usertest.com.
45:22
To learn more about the cool stuff that they're doing. Josh, any final thoughts
45:27
? Anything to plug?
45:29
I'd plug user testing. Again, fantastic platform for delivering human insights
45:37
to your business,
45:39
to being able to design stronger solutions, better business processes. I wanted
45:45
to thank you,
45:47
and really enjoyed the conversation and the hour. So really appreciative of the
45:51
opportunity.
45:52
Awesome. Thanks, Josh. And take care. Thank you.
45:58
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46:05
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