• Revenue Leader Interview

    Bird’s Eye View of RevOps With Megan Heinz, Director of Revenue Operations at Mainsail Partners

    The winds of change have been blowing over the last year, and those changes have hugely impacted RevOps. We had the great opportunity to get a bird’s eye view on the ground from someone who works, day in and day out, with companies focused on their growth.  In our latest installment of the Revenue Leader Interview Series, we had the pleasure of speaking with Megan Heinz, Director of Revenue Operations at the growth equity firm Mainsail Partners.  In our discussion, Megan helped us understand her own journey from accounting to Revenue Operations, as well as the changes happening in the world of RevOps and some of the challenges companies face…

  • Product Announcement

    Introducing RevOps Cashflow API: Automate Post-Close Operations

    In the wake of the COVID-19 pandemic, digital transformation has accelerated across the globe. For SaaS companies, this has created greater opportunities for growth. But with growth comes challenges. These include laborious functions like setting up billing, account provisioning, and other post-close operations. These operations cost up to $400/mo per invoice in back-office tasks and customer support. With those challenges in mind, we are helping operators and builders deliver value faster to customers without the headaches through the RevOps Cashflow API. “We had multiple inaccuracies per week with new contracts closed by the sales team. RevOps Cashflow API helped us reduce those super laborious errors to create a 93% reduction…

  • Rosalyn Santa Elena
    Revenue Leader Interview

    The Role of RevOps With Rosalyn Santa Elena, Head of Revenue Operations at Clari

    For anyone following the Revenue Operations space these days, there is one person who has risen to the status of RevOps Rockstar: Rosalyn Santa Elena, Head of Revenue Operations at Clari.  Rosalyn’s insights into the role of Revenue Operations and her fantastic work in various communities and platforms have provided immense value to all operators. By leveraging her deep professional experience in this space, Rosalyn has been able to impart actionable tips for operators and businesses of all types.  That’s why we were so thrilled when Rosalyn agreed to sit down with us for a discussion about her insights and experiences in the Revenue Operations space.  Below is our discussion…

  • Revenue Leader Interview

    Data, Insights, Systems, and Processes With Jonathan Morgan, Director of Sales and Marketing Ops at AchieveIt

    The responsibilities laid on the shoulders of Revenue Operators have gotten more and more complex over the years. COVID-19 has made it doubly so.  In this fascinating discussion with Jonathan Morgan, Director of Sales and Marketing Ops/Head of Marketing at AcheiveIt, we dive deep into the difficult challenges that people in RevOps roles face and how they must balance competing demands in order to help align teams and scale organizations.  Below are excerpts from that discussion that have been lightly edited for clarity: RevOps: Can you tell us a bit about you, your background, how you found revenue operations, your journey to AchieveIt, and what you are doing now? Jonathan…

  • guardrails for sales
    Pricing Strategy

    How to Create Guardrails that Empower Your Sales Team

    In March of 2021, RevOps joined the folks at RevGenius for a fascinating discussion focused on empowering sales reps with guardrails in order to help them sell faster. The discussion between Adam Ballai, CEO, and Mark Lerner, Head of Marketing, was wide-ranging and informative. Adam gave insights into his experience building revenue engines for leading SaaS businesses, such as Twilio, as well as lessons learned by working with RevOps customers. If you’d like to watch the entire webinar, you can do so here. In the early part of the webinar, Adam discussed some of the lessons he’s learned from working in early-stage companies who felt the pain of inflexibility around…

  • Sales Agreement Templates

    Sales Agreement Breakdown: Active User Subscription With True-Up

    Sales agreements are created for a variety of use-cases, a single template cannot be one size fits all. That’s why we created the RevOps gallery of pre-made sales agreement templates.  The RevOps gallery is your source for sales agreement templates to fit your individual business use-case and pricing structure. Choose one and start customizing it for free.  For the second in our series of posts covering the various templates in the gallery, we’ll be focusing on the Active User Subscription with True-Up template. For businesses that have their products priced on a monthly, per-active user basis, a significant challenge arises when a customer wants or needs to increase their active-users…

  • RevOps SOC-2
    Product Announcement

    RevOps is Now SOC-2 Type 1 Compliant

    Data security is one of the most important concerns for both us and our customers. That’s why we are thrilled to announce that RevOps is now SOC-2 Type 1 compliant. Being SOC-2 compliant means that we as an organization are following recognized standards and controls in securing our customers’ data. What Does SOC-2 Type I Compliance Mean? For B2B companies data security has never been more important. With the proliferation of data breaches and hacks, companies must know that their software or service providers are fully compliant with all the best practices for security. There are two types of SOC-2 certification: Types I: This certification ensures that a vendor’s systems…

  • Sean Lane Revenue Leader
    Revenue Leader Interview

    Ops and the Changing Expectations of B2B Buyers with Sean Lane of Drift

    Consumer expectations in the world of B2C buying have changed considerably in the last decade. However, especially in light of the pandemic, those same expectations have seeped even further into the B2B buying cycle. In this fascinating interview, Sean Lane, Director of Operations at Drift, discusses his insights into how Ops can help facilitate GTM teams’ shift to optimizing this new buying journey. Below are excerpts from that conversation that have been lightly edited for clarity. RevOps: Hey Sean, thank you so much for taking the time to chat with us today. Sean Lane: Thanks for having me, happy to be here. RevOps: Let’s start with a bit about you.…