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All Data & Revenue Ops Guides

Building a Data Analytics Function

Building a Data Analytics Function
Tim Jenkins currently leads Strategy and Analytics at Lucid, where he was the first data hire and has grown the function to a team of 16. In this guide, he outlines the key responsibilities of data and analytics teams, the different pieces of technology they need to do their work, and how to structure a growing data function.

Building a Sales Ops Function

Building a Sales Ops Function
Sean Lane has led revenue operations at Drift and Upserve, and hosts Drift's Operations Podcast. In this guide, he explains the different roles sales ops plays, and how to build both the org and processes that make up the function.

Capacity Planning

Capacity Planning
Rachel Haley has run capacity planning while in sales ops leadership roles at Snowflake, Sumo Logic, and Salesforce. In this guide, she details the steps of a good sales capacity planning process and the major deliverables that come out of one.

Implementing Salesforce

Implementing Salesforce
Jen Flanagan is the Director of Sales Operations at Ordergroove, and has built or advised on dozens of Salesforce instances. In this guide, she explains what Salesforce can do natively, with integrations, and with customization and outlines, how Salesforce objects work and how to think about the right setup for your business.

Predicting and Preventing Churn with Customer Health Scoring

Predicting and Preventing Churn with Customer Health Scoring
Ed Powers is a Principal Consultant at Service Excellence Partners, where he helps companies take an enterprise-wide approach to addressing churn. He’s previously led customer success at simPRO, a field service management software company, and InteiliSecure, a managed security services provider. Through his consulting work, he can help with customer success assessment, financial modeling, CS team training, and statistical analysis.

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