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Does your company face these sales & marketing challenges?
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Did you answer "yes" to 3 or more of the above? Continue with the full RevOps (Revenue Operations) assessment below.
RevOpsScore.com is a free, online tool consisting of a series of statements to help you identify opportunities for more predictable sales growth. The average time to complete the assessment is 10-15 minutes.
Upon completion, you will receive your scores relative to averages in:
- 8 areas of impact of technology across marketing, sales, and customer service
- 8 Categories for RevOps efficiency
Want to learn more before getting started? Check out Why RevOpsScore.com?
Tech Integrations
Discuss technology needs during leadership meetings on a quarterly and annual basis to evaluate current solutions and new opportunities. When we evaluate our technology, old or new, there are numerous factors to consider which can help us decide whether we’re better off maintaining the legacy system or replacing it. Ultimately, the decision will probably come down to money – the investment as well as the opportunity cost.
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Discuss technology needs during leadership meetings on a quarterly and annual basis to evaluate current solutions and new opportunities. When we evaluate our technology, old or new, there are numerous factors to consider which can help us decide whether we’re better off maintaining the legacy system or replacing it. Ultimately, the decision will probably come down to money – the investment as well as the opportunity cost.
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Align your customer-facing teams around shared technology, data, and processes. Everything you do should impact your company’s core KPIs. A data-driven approach empowers you to make informed business decisions.
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Align your customer-facing teams around shared technology, data, and processes. Everything you do should impact your company’s core KPIs. A data-driven approach empowers you to make informed business decisions.
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Document standard operating procedures for sales, marketing, and customer service activities and communicate to all. SOPs are useful for communication and productivity. Managers can save time training new hires by sharing an SOP, and employees will always have a point of reference for step-by-step instructions on how to execute specific tasks.
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Document standard operating procedures for sales, marketing, and customer service activities and communicate to all. SOPs are useful for communication and productivity. Managers can save time training new hires by sharing an SOP, and employees will always have a point of reference for step-by-step instructions on how to execute specific tasks.
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Look for areas of friction across your revenue operations, including customer handoffs between teams. The primary drivers of revenue operations are shared technology, processes, and data. That being said, RevOps is not simply for operational efficiency. The alignment of revenue teams also results in enhanced customer experience and improved employee satisfaction and engagement.
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Look for areas of friction across your revenue operations, including customer handoffs between teams. The primary drivers of revenue operations are shared technology, processes, and data. That being said, RevOps is not simply for operational efficiency. The alignment of revenue teams also results in enhanced customer experience and improved employee satisfaction and engagement.
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Designate a team of super users while implementing new technology to help document best practices and train others to ensure long-term adoption. Another great way to ensure adoption is to create videos that can be accessed should people need a refresher. Make sure these resources are up to date and are easily accessible. Many organizations create an internal knowledge base that is searchable.
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Designate a team of super users while implementing new technology to help document best practices and train others to ensure long-term adoption. Another great way to ensure adoption is to create videos that can be accessed should people need a refresher. Make sure these resources are up to date and are easily accessible. Many organizations create an internal knowledge base that is searchable.
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Establish attribution reporting to analyze what technology helps to bring in the most sales and retain existing customers. Revenue attribution is a reporting strategy that allows marketers and sales teams to see the impact that initiatives made on a specific goal, usually a purchase or sale.
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Establish attribution reporting to analyze what technology helps to bring in the most sales and retain existing customers. Revenue attribution is a reporting strategy that allows marketers and sales teams to see the impact that initiatives made on a specific goal, usually a purchase or sale.
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Benchmark your technology budget against industry standards and size of business. Over the course of the last few years, the way that people live, work, buy, sell, and interact have undergone a massive digital transformation. The goal for many organizations is no longer just the volume of leads or dollars in sales, but customer experience and satisfaction. Innovative companies invest in revenue operations technology that enhances customer-centric strategies.
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Benchmark your technology budget against industry standards and size of business. Over the course of the last few years, the way that people live, work, buy, sell, and interact have undergone a massive digital transformation. The goal for many organizations is no longer just the volume of leads or dollars in sales, but customer experience and satisfaction. Innovative companies invest in revenue operations technology that enhances customer-centric strategies.
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Conduct a technology stack audit on an annual basis to eliminate redundant or underutilized software. Given that the marketing technology landscape has more than 8,000 tools for frontline teams, it's not surprising that people can feel overwhelmed with the software meant to make their lives easier. Whether you feel the pressure of a mounting tech stack, or you have a handle on it and need to document everything your teams are using, a tech stack audit is a good place to start.
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Conduct a technology stack audit on an annual basis to eliminate redundant or underutilized software. Given that the marketing technology landscape has more than 8,000 tools for frontline teams, it's not surprising that people can feel overwhelmed with the software meant to make their lives easier. Whether you feel the pressure of a mounting tech stack, or you have a handle on it and need to document everything your teams are using, a tech stack audit is a good place to start.
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CRM
Align departments under a single CRM for shared reporting and customer insights. At its best, technology can bring data, processes, and teams together. A CRM platform can create efficiencies, facilitate necessary pivots, save money, and power scalable strategies and systems.
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Align departments under a single CRM for shared reporting and customer insights. At its best, technology can bring data, processes, and teams together. A CRM platform can create efficiencies, facilitate necessary pivots, save money, and power scalable strategies and systems.
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Integrate customer-facing software with your CRM to automate data collection. While CRM software is powerful on its own, integrating your CRM with other tools across your tech stack makes your job so much easier. Integrations result in automated actions that expand the functionality of your software, eliminating the need to toggle back and forth between systems.
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Integrate customer-facing software with your CRM to automate data collection. While CRM software is powerful on its own, integrating your CRM with other tools across your tech stack makes your job so much easier. Integrations result in automated actions that expand the functionality of your software, eliminating the need to toggle back and forth between systems.
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Establish a service level agreement (SLA) between sales and marketing to ensure a smooth transition. Traditionally, an SLA serves to define exactly what a customer will receive from a service provider. But SLAs serve internal operations as well, and sales and marketing agreements are among the most crucial.
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Establish a service level agreement (SLA) between sales and marketing to ensure a smooth transition. Traditionally, an SLA serves to define exactly what a customer will receive from a service provider. But SLAs serve internal operations as well, and sales and marketing agreements are among the most crucial.
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Create custom reports and dashboards that allow for real-time data at a glance. Reports can be created for specific teams or departments. Also, consider creating reports for leadership teams that provide automated scorecard information to inform business decisions.
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Create custom reports and dashboards that allow for real-time data at a glance. Reports can be created for specific teams or departments. Also, consider creating reports for leadership teams that provide automated scorecard information to inform business decisions.
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Measure the activity of your teams and reward users for leveraging technology to enhance productivity. Rather than tracking everything, track the most important things. Not only will it be easier to understand the trends and their significance, but you can also execute your analysis more quickly.
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Measure the activity of your teams and reward users for leveraging technology to enhance productivity. Rather than tracking everything, track the most important things. Not only will it be easier to understand the trends and their significance, but you can also execute your analysis more quickly.
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Automate the reporting process using predictive scorecards and key performance indicators. Sales forecasts allow you to spot potential issues while there's still time to avoid or mitigate them. Discovering these problems now — versus at the end of the month or quarter — has a huge impact. Sales forecasts also come into play for a number of decisions, from hiring and resource management to goal-setting and budgeting.
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Automate the reporting process using predictive scorecards and key performance indicators. Sales forecasts allow you to spot potential issues while there's still time to avoid or mitigate them. Discovering these problems now — versus at the end of the month or quarter — has a huge impact. Sales forecasts also come into play for a number of decisions, from hiring and resource management to goal-setting and budgeting.
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Improve your outreach using targeted lists and curated content to match your buyer's journey. Segmentation offers a simple way of organizing and managing your company’s relationships with your customers. This process also makes it easy to tailor and personalize your marketing, service, and sales efforts to the needs of specific groups.
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Improve your outreach using targeted lists and curated content to match your buyer's journey. Segmentation offers a simple way of organizing and managing your company’s relationships with your customers. This process also makes it easy to tailor and personalize your marketing, service, and sales efforts to the needs of specific groups.
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Set consistent timeframes to audit the effectiveness and use of current revenue technology to evaluate potential gaps in your customer and employee experience. By taking a more strategic approach to aligning your people, processes, and technology, you minimize the risk of making poor ‘transactional’ decisions that result in less than desirable outcomes.
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Set consistent timeframes to audit the effectiveness and use of current revenue technology to evaluate potential gaps in your customer and employee experience. By taking a more strategic approach to aligning your people, processes, and technology, you minimize the risk of making poor ‘transactional’ decisions that result in less than desirable outcomes.
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Sales Enablement
Create a sales pipeline with clear stage definitions to facilitate accurate forecasting. A good sales process is never set in stone! It needs to be revised and adapted, making sure it reflects the current state of the market, your customers’ changing needs, your team skills, and your business requirements.
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Create a sales pipeline with clear stage definitions to facilitate accurate forecasting. A good sales process is never set in stone! It needs to be revised and adapted, making sure it reflects the current state of the market, your customers’ changing needs, your team skills, and your business requirements.
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Develop a process for feedback from your sales team regarding sales enablement technology. But don’t stop there. Establish ongoing training and support based on the feedback from the team. Sales enablement tools, especially CRM platforms, won’t accelerate your revenue operations if they are not being used.
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Develop a process for feedback from your sales team regarding sales enablement technology. But don’t stop there. Establish ongoing training and support based on the feedback from the team. Sales enablement tools, especially CRM platforms, won’t accelerate your revenue operations if they are not being used.
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Ensure a consistent and ongoing technology training program for new and seasoned sales professionals alike. Teach your reps how to use your CRM, and include hands-on, project-based training (like how to enter new contacts, set reminders, and log communication).
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Ensure a consistent and ongoing technology training program for new and seasoned sales professionals alike. Teach your reps how to use your CRM, and include hands-on, project-based training (like how to enter new contacts, set reminders, and log communication).
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Document and communicate must-have information that should be captured throughout the sales process. Salespeople create and strengthen the bridge for interested leads to become happy customers, guiding each prospect to the right product or service. Whether your team works with an account-based approach for high-value deals or a more automated strategy that's effective at scale, customer data is crucial.
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Document and communicate must-have information that should be captured throughout the sales process. Salespeople create and strengthen the bridge for interested leads to become happy customers, guiding each prospect to the right product or service. Whether your team works with an account-based approach for high-value deals or a more automated strategy that's effective at scale, customer data is crucial.
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Create and automate lead scoring and internal notifications for hot leads based on digital behavioral data. Following best practices for lead scoring will ensure that your leads are nurtured in timely and helpful ways. If done correctly and with care, you and your sales team will drastically increase your chances of converting prospects into delighted customers.
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Create and automate lead scoring and internal notifications for hot leads based on digital behavioral data. Following best practices for lead scoring will ensure that your leads are nurtured in timely and helpful ways. If done correctly and with care, you and your sales team will drastically increase your chances of converting prospects into delighted customers.
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Establish dedicated reports and dashboards for sales activity and performance. Sales reports allow you to get a pulse on how your team is performing, the overall health of your pipeline, and if you are on track to hit your sales goals.
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Establish dedicated reports and dashboards for sales activity and performance. Sales reports allow you to get a pulse on how your team is performing, the overall health of your pipeline, and if you are on track to hit your sales goals.
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Use integrated meetings links to improve customer experience by eliminating the back and forth of emails. Meetings link tools integrate with individuals’ – and/or teams’ – calendars to provide an easy way for people to book meetings at their convenience. These links can be embedded on websites or used in email signatures.
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Use integrated meetings links to improve customer experience by eliminating the back and forth of emails. Meetings link tools integrate with individuals’ – and/or teams’ – calendars to provide an easy way for people to book meetings at their convenience. These links can be embedded on websites or used in email signatures.
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Document repetitive manual tasks and find solutions to automate as much of these as possible. Sales automation software makes your sales process more solid by streamlining the quality of certain tasks and freeing up time and energy to spend prospecting and nurturing leads.
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Document repetitive manual tasks and find solutions to automate as much of these as possible. Sales automation software makes your sales process more solid by streamlining the quality of certain tasks and freeing up time and energy to spend prospecting and nurturing leads.
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Data & Reporting
Use data to make informed decisions on strategies for customer-facing teams. Before you can measure your KPIs, you'll need to determine which metrics to track. This will greatly depend on your goals and your team. Once you narrow that down, set your targets. They're usually based on a combination of factors, including historical performance and industry standards.
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Use data to make informed decisions on strategies for customer-facing teams. Before you can measure your KPIs, you'll need to determine which metrics to track. This will greatly depend on your goals and your team. Once you narrow that down, set your targets. They're usually based on a combination of factors, including historical performance and industry standards.
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Integrate all of your systems with your CRM to provide a single source of truth. Relying on your team to remember to update the data in all of your applications can be risky and inefficient. It’s way too easy for information to get lost in the shuffle.
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Integrate all of your systems with your CRM to provide a single source of truth. Relying on your team to remember to update the data in all of your applications can be risky and inefficient. It’s way too easy for information to get lost in the shuffle.
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Align your processes with key performance indicators (KPIs) to evaluate employee productivity. When companies leverage data to achieve more and combine it with great marketing, sales, and service alignment, they can expect tremendous success.
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Align your processes with key performance indicators (KPIs) to evaluate employee productivity. When companies leverage data to achieve more and combine it with great marketing, sales, and service alignment, they can expect tremendous success.
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Allow your teams to make data-backed decisions in real-time for a smoother customer experience. You should determine the goal of your reports before you pull any data. Once you make this decision, list all the data that might be relevant. From there, you’ll have a much better idea of what reports to run and how to use said data.
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Allow your teams to make data-backed decisions in real-time for a smoother customer experience. You should determine the goal of your reports before you pull any data. Once you make this decision, list all the data that might be relevant. From there, you’ll have a much better idea of what reports to run and how to use said data.
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Conduct data hygiene best practices on a quarterly basis. The amount of data available to us today is astronomical. As the number of data sources increases, so do your challenges of making sure consistent and holistic data governance practices are in order.
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Conduct data hygiene best practices on a quarterly basis. The amount of data available to us today is astronomical. As the number of data sources increases, so do your challenges of making sure consistent and holistic data governance practices are in order.
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Eliminate manual data collection and reporting as much as possible. When you truly know your customers, you can personalize their experience, deliver excellent customer service, and make better business decisions. Collecting customer data is an important way to continue to engage and delight your customers.
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Eliminate manual data collection and reporting as much as possible. When you truly know your customers, you can personalize their experience, deliver excellent customer service, and make better business decisions. Collecting customer data is an important way to continue to engage and delight your customers.
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Make sure the activities of your customers are shared equally between your marketing, sales, and customer success teams. Activities are interactions that are recorded on a record's timeline. They include notes, emails, calls, tasks, and meetings.
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Make sure the activities of your customers are shared equally between your marketing, sales, and customer success teams. Activities are interactions that are recorded on a record's timeline. They include notes, emails, calls, tasks, and meetings.
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Track conversion rates throughout the customer lifecycle for more accurate forecasting. These Funnel reports allow you to analyze the conversion rates between stages, whether it be in a lifecycle or a deal pipeline, or in a custom event funnel.
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Track conversion rates throughout the customer lifecycle for more accurate forecasting. These Funnel reports allow you to analyze the conversion rates between stages, whether it be in a lifecycle or a deal pipeline, or in a custom event funnel.
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Website & CMS
Make sure your website is acting as an extension of your sales team rather than a marketing brochure. It's not news to marketers and salespeople that our current economic climate shifted hard and fast. In a digitally-driven world, your website is no doubt one of your most important tools.
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Make sure your website is acting as an extension of your sales team rather than a marketing brochure. It's not news to marketers and salespeople that our current economic climate shifted hard and fast. In a digitally-driven world, your website is no doubt one of your most important tools.
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Automate the collection of data using website forms that are integrated with your CRM. Web forms allow you to collect and manage information easily and efficiently. They’re embedded right into your website, which makes it easy for your leads to provide their information.
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Automate the collection of data using website forms that are integrated with your CRM. Web forms allow you to collect and manage information easily and efficiently. They’re embedded right into your website, which makes it easy for your leads to provide their information.
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Invest in a content management system (CMS) that allows for easy-to-update drag-and-drop themes and templates. A CMS is the foundation of your marketing and brand, so it’s critical that you choose the best CMS to enable your success.
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Invest in a content management system (CMS) that allows for easy-to-update drag-and-drop themes and templates. A CMS is the foundation of your marketing and brand, so it’s critical that you choose the best CMS to enable your success.
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Automate reporting for traffic and conversion insights to inform website updates. Website engagement metrics measure how much your website visitors are interacting with your website and online brand. These metrics can tell you where your visitors tend to go on your website, for how long, how often, and how they arrived on your website.
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Automate reporting for traffic and conversion insights to inform website updates. Website engagement metrics measure how much your website visitors are interacting with your website and online brand. These metrics can tell you where your visitors tend to go on your website, for how long, how often, and how they arrived on your website.
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Compare revenue stemming from your website against offline sources. Good website performance is a cornerstone of any successful website because it’s the first event that all visitors experience. However, if your website isn’t helping to bring in revenue, technical performance doesn’t really matter.
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Compare revenue stemming from your website against offline sources. Good website performance is a cornerstone of any successful website because it’s the first event that all visitors experience. However, if your website isn’t helping to bring in revenue, technical performance doesn’t really matter.
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Set processes in place to make requests for website updates and content creation based on interactions with prospects and customers. A company’s website should be built and improved upon to continually serve the end-user. The rewards of proactive improvements of consistent website refreshes based on research versus periodic static redesigns can provide better results with less risk.
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Set processes in place to make requests for website updates and content creation based on interactions with prospects and customers. A company’s website should be built and improved upon to continually serve the end-user. The rewards of proactive improvements of consistent website refreshes based on research versus periodic static redesigns can provide better results with less risk.
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Implement heat-mapping software to analyze visitor experience throughout your website, blog, and landing pages. A heat map is a visual representation of the engagement a page on your website receives. It uses a color spectrum to determine which sections of your page are better at holding attention.
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Implement heat-mapping software to analyze visitor experience throughout your website, blog, and landing pages. A heat map is a visual representation of the engagement a page on your website receives. It uses a color spectrum to determine which sections of your page are better at holding attention.
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Build your website on a content management system that prioritizes ease of use, performance, and security. Assess your site’s performance and make ongoing adjustments over time rather than waiting years to make critical updates.
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Build your website on a content management system that prioritizes ease of use, performance, and security. Assess your site’s performance and make ongoing adjustments over time rather than waiting years to make critical updates.
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Marketing Automation
Break down quarterly goals into monthly objectives and weekly activities to hold teams accountable and maintain momentum. Given the last few years, digital transformation and marketing automation are driving forces for companies. Make sure to focus on the alignment of people, process, data, and tech.
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Break down quarterly goals into monthly objectives and weekly activities to hold teams accountable and maintain momentum. Given the last few years, digital transformation and marketing automation are driving forces for companies. Make sure to focus on the alignment of people, process, data, and tech.
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Create automated workflows based on lead scoring and behavioral events such as form submissions. Marketing automation uses software to automate monotonous marketing work. Marketing departments can automate repetitive tasks such as email marketing, social media posting, and even ad campaigns - not just for the sake of efficiency, but also to provide a more personalized experience for their customers.
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Create automated workflows based on lead scoring and behavioral events such as form submissions. Marketing automation uses software to automate monotonous marketing work. Marketing departments can automate repetitive tasks such as email marketing, social media posting, and even ad campaigns - not just for the sake of efficiency, but also to provide a more personalized experience for their customers.
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Set triggers for marketing automation to stop when a prospect or customer achieves a certain goal. Email marketing automation is centered around workflows which are a predetermined, triggered set of actions you're directing your automation software to take for you.
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Set triggers for marketing automation to stop when a prospect or customer achieves a certain goal. Email marketing automation is centered around workflows which are a predetermined, triggered set of actions you're directing your automation software to take for you.
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Implement lead scoring based on activities such as website views, form submissions, emails opened, videos viewed, and route hot leads to sales using internal notifications. The goal of lead scoring is neither to make it hard nor easy for leads to qualify for a lifecycle status. Rather, it's to capture a series of behaviors that accurately tell us a story about where the prospect may be in their buying journey, and when it's appropriate to reach out.
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Implement lead scoring based on activities such as website views, form submissions, emails opened, videos viewed, and route hot leads to sales using internal notifications. The goal of lead scoring is neither to make it hard nor easy for leads to qualify for a lifecycle status. Rather, it's to capture a series of behaviors that accurately tell us a story about where the prospect may be in their buying journey, and when it's appropriate to reach out.
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Collect user feedback on your marketing automation tools and provide ongoing training as needed. Marketing automation technology can make tasks simpler and easier and help you deliver content to your leads and customers at the right time. That is, if your people are using the software.
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Collect user feedback on your marketing automation tools and provide ongoing training as needed. Marketing automation technology can make tasks simpler and easier and help you deliver content to your leads and customers at the right time. That is, if your people are using the software.
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Empower your marketing team to make decisions on the fly based on the performance of campaigns. Reporting is one of the most effective areas of your business to automate. hen done well, they show us where the business is thriving, which areas are struggling, and if we're on track to reach our goals.
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Empower your marketing team to make decisions on the fly based on the performance of campaigns. Reporting is one of the most effective areas of your business to automate. hen done well, they show us where the business is thriving, which areas are struggling, and if we're on track to reach our goals.
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After a visitor on your site fills out a form, redirect them to a thank you page that provides additional resources and create a follow-up email series. Thank You pages are effective opportunities to demonstrate appreciation towards your leads, prospects, and customers for taking a desired action — and even potentially convert users or increase sales through additional CTAs.
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After a visitor on your site fills out a form, redirect them to a thank you page that provides additional resources and create a follow-up email series. Thank You pages are effective opportunities to demonstrate appreciation towards your leads, prospects, and customers for taking a desired action — and even potentially convert users or increase sales through additional CTAs.
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Integrate other systems with your marketing automation tools to reduce manually enrolling contacts into email campaigns. Trigger marketing refers to the use of marketing automation software to perform a task as a result of an event, often an action taken by a prospect or customer.
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Integrate other systems with your marketing automation tools to reduce manually enrolling contacts into email campaigns. Trigger marketing refers to the use of marketing automation software to perform a task as a result of an event, often an action taken by a prospect or customer.
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Content & Campaigns
Regularly communicate revenue goals with sales and marketing teams to spread accountability across departments. A strategy is your destination — it's the achievable, focused plan for getting you to your revenue target. Tactics are concrete and definable steps within your strategy that ensure you reach your objective.
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Regularly communicate revenue goals with sales and marketing teams to spread accountability across departments. A strategy is your destination — it's the achievable, focused plan for getting you to your revenue target. Tactics are concrete and definable steps within your strategy that ensure you reach your objective.
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Establish a single library for updated sales and marketing collateral and use consistent naming conventions for all documents. For many organizations, figuring out how to distribute sales and marketing content is a challenge. With a streamlined document management system, you can keep your assets organized, accessible, and ready for collaboration
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Establish a single library for updated sales and marketing collateral and use consistent naming conventions for all documents. For many organizations, figuring out how to distribute sales and marketing content is a challenge. With a streamlined document management system, you can keep your assets organized, accessible, and ready for collaboration
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Make sure your teams understand and can communicate your company's value proposition and key differentiators. A value proposition is the promise of value that a customer can expect a business to deliver. It’s more than just a product or service description — it's the specific solution that your business provides to a customer which a competitor can’t offer.
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Make sure your teams understand and can communicate your company's value proposition and key differentiators. A value proposition is the promise of value that a customer can expect a business to deliver. It’s more than just a product or service description — it's the specific solution that your business provides to a customer which a competitor can’t offer.
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Regularly debrief on campaign results to find new areas of opportunity or potential gaps. Campaigns are the fundamental building blocks to execute a successful marketing strategy. They’re designed to help marketers focus their time and efforts, be intentional about their goals, and deliver results that align with the overall direction of the organization.
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Regularly debrief on campaign results to find new areas of opportunity or potential gaps. Campaigns are the fundamental building blocks to execute a successful marketing strategy. They’re designed to help marketers focus their time and efforts, be intentional about their goals, and deliver results that align with the overall direction of the organization.
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Prioritize daily marketing activities using a project management system informed by a strategic plan. As your team grows, so does the work it takes for your projects to get done: planning campaigns, assigning tasks, ensuring deliverables are on time, and so on. Plan and organize all of your team’s work in one place via structured lists of tasks.
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Prioritize daily marketing activities using a project management system informed by a strategic plan. As your team grows, so does the work it takes for your projects to get done: planning campaigns, assigning tasks, ensuring deliverables are on time, and so on. Plan and organize all of your team’s work in one place via structured lists of tasks.
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Track and report revenue based on campaigns to measure return on investment and inform new decisions. A customer can have hundreds of interactions with a brand before ever making a purchase. As a result, understanding the customer journey can be hard. You need a more sophisticated way to measure what channels and assets are creating sales opportunities.
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Track and report revenue based on campaigns to measure return on investment and inform new decisions. A customer can have hundreds of interactions with a brand before ever making a purchase. As a result, understanding the customer journey can be hard. You need a more sophisticated way to measure what channels and assets are creating sales opportunities.
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Map your buyer's journey and create relevant content for each stage of their path to purchase. Developing a content plan that meets your key persona’s needs throughout their journey establishes you as a thought leader and credible source of information, builds trust with your brand, and nudges them closer to purchase in a way that feels helpful.
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Map your buyer's journey and create relevant content for each stage of their path to purchase. Developing a content plan that meets your key persona’s needs throughout their journey establishes you as a thought leader and credible source of information, builds trust with your brand, and nudges them closer to purchase in a way that feels helpful.
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Document the structure and strategy of successful campaigns and apply them to other lines of business. Successful lead generation campaigns can be replicated across products and services. Don’t try to recreate the wheel for every new initiative.
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Document the structure and strategy of successful campaigns and apply them to other lines of business. Successful lead generation campaigns can be replicated across products and services. Don’t try to recreate the wheel for every new initiative.
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Customer Success
Create and report on revenue-based key performance indicators (KPIs) for your customer service teams. Customer service is important to your business because it retains customers and extracts more value from them.
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Create and report on revenue-based key performance indicators (KPIs) for your customer service teams. Customer service is important to your business because it retains customers and extracts more value from them.
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Implement a customer service help desk that is integrated with your CRM and other customer-facing tools. Prioritizing reactive customer support will earn you goodwill with your customers and help you form productive partnerships with them, and the basic element of excellent customer support is responding to and resolving customer issues.
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Implement a customer service help desk that is integrated with your CRM and other customer-facing tools. Prioritizing reactive customer support will earn you goodwill with your customers and help you form productive partnerships with them, and the basic element of excellent customer support is responding to and resolving customer issues.
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Establish consistent processes for customer support reps and maintain ongoing training. Customer service is a company’s opportunity to connect with customers, solve problems, and show they care. And when customer service is executed well, it can resonate with customers for years to come.
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Establish consistent processes for customer support reps and maintain ongoing training. Customer service is a company’s opportunity to connect with customers, solve problems, and show they care. And when customer service is executed well, it can resonate with customers for years to come.
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Flag incoming support requests and route high-priority tickets to the customer success team immediately. Set up ticket automation to keep your ticket statuses up-to-date and help service representatives understand the next action to take with a ticket.
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Flag incoming support requests and route high-priority tickets to the customer success team immediately. Set up ticket automation to keep your ticket statuses up-to-date and help service representatives understand the next action to take with a ticket.
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Create a section on your website for frequently asked questions (FAQs) and/or a searchable knowledge base for 24/7 support. A knowledge base is a library of information about your product or service. It helps customers find answers to solve problems on their own and — if you do it right — a good knowledge base can scale out your customer support program while improving the overall customer experience.
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Create a section on your website for frequently asked questions (FAQs) and/or a searchable knowledge base for 24/7 support. A knowledge base is a library of information about your product or service. It helps customers find answers to solve problems on their own and — if you do it right — a good knowledge base can scale out your customer support program while improving the overall customer experience.
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Automate customer feedback using custom surveys and follow-up nurturing for reviews based on positive scores. Customer success metrics, typically gathered using customer feedback surveys, give you an unfiltered evaluation of your performance and customers’ level of happiness, so it’s critical to collect data at key areas of your customer journey.
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Automate customer feedback using custom surveys and follow-up nurturing for reviews based on positive scores. Customer success metrics, typically gathered using customer feedback surveys, give you an unfiltered evaluation of your performance and customers’ level of happiness, so it’s critical to collect data at key areas of your customer journey.
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Meet your prospects and customers where they are at. If they reach out via social media, respond via social media. Users are expecting more one-to-one interactions with companies and instantaneous answers to their questions.
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Meet your prospects and customers where they are at. If they reach out via social media, respond via social media. Users are expecting more one-to-one interactions with companies and instantaneous answers to their questions.
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Evaluate customer service technology prior to purchase, including the transfer of user seats and associated costs. These platforms often package together several tools like a help desk, live chat widgets, social media monitoring, and email marketing tools.
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Evaluate customer service technology prior to purchase, including the transfer of user seats and associated costs. These platforms often package together several tools like a help desk, live chat widgets, social media monitoring, and email marketing tools.
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