RevOps as a Service – Marketing & Sales Technical Setup

RevOps, short for revenue operations, is a crucial aspect for businesses regardless of their size. A well-executed RevOps strategy can significantly enhance a business's success, whereas a poorly executed one can hinder a business's growth.

RevOps is the process of integrating data from sales, marketing, and customer success departments into a unified platform. This comprehensive view of customer information allows businesses to gain insights into their customers' needs and consistently optimise their revenue growth. By leveraging data-driven insights, businesses can make informed decisions on which strategies and tactics to employ to drive revenue growth. The integration of data across different departments enables a more collaborative and aligned approach to revenue generation, helping businesses to stay ahead of the competition.

When businesses align their departments and use data to make informed decisions, they can reduce friction and create a more personalised experience for customers. As a result, customer satisfaction and loyalty increase, which leads to higher revenue. By identifying opportunities for growth and scaling effectively, businesses can set themselves up for success in the long run. However, despite the benefits, not all businesses have a team of RevOps professionals to execute these strategies.

RevOps as a Service is the answer to all your needs

RevOps as a service is a solution that enables businesses to outsource their revenue operations strategies to specialised companies. This approach is gaining popularity due to the complexity and rapidly evolving nature of revenue operations. Many businesses lack the time, expertise, or resources required to implement effective RevOps strategies, which can lead to suboptimal revenue growth and reduced customer satisfaction.

One common misconception is that having an employee with "revenue" in their job title automatically means they possess the necessary skills and knowledge to manage all aspects of RevOps. However, revenue operation is a multifaceted field that requires expertise in various areas, including go-to-market strategies, model forecasting, data analytics, and process optimisation.

By contracting out RevOps as a service, businesses can tap into a team of dedicated professionals with deep expertise in revenue operations. These specialised companies employ industry-best practices, cutting-edge technology, and data-driven insights to help businesses identify growth opportunities, streamline processes, and increase revenue.

With RevOps as a service, businesses can benefit from a range of services tailored to their specific needs, such as sales and marketing alignment, lead generation, pipeline management, customer retention, and more. This approach not only saves businesses time and resources but also enables them to achieve their revenue goals faster and more effectively.

In conclusion, if your business lacks the necessary expertise or resources to implement effective revenue operations strategies, consider outsourcing to a dedicated RevOps team through RevOps as a service. This can help you achieve sustainable revenue growth, improve customer satisfaction, and position your business for long-term success.

Marketing & Sales Technical Setup: Why is it Important?

Marketing and sales technical setup are essential for configuring the HubSpot Marketing and Sales Hubs to match your business needs. RevOps as a service can help you achieve a proper technical setup to ensure you get the most out of your investment.

Foundations of the Marketing Platform

Partnering with a specialised RevOps as a service company can help businesses address key areas in the HubSpot Marketing Hub, such as:

  • Marketing Hub Core: This includes connecting ad accounts, email subscription settings, and social account settings.
  • Branding: A branding kit, including logos, color, and themes, can be added.
  • Domain: Primary and secondary domains can be connected and verified, and additional features like sitemap, custom SSL, and URL redirects can be implemented.
  • Privacy and Consent: This area involves data protection settings, GDPR compliance, and cookie policy implementation.
  • Tracking and Analytics: A tracking code can be installed in the Google Tag Manager account to synchronise data with the HubSpot platform for detailed tracking and analytics.

By partnering with a RevOps as a service company, businesses can ensure that their HubSpot Marketing Hub is optimised to support their specific needs in these key areas.


Foundations of the Sales Platform

A team of RevOps professionals can guide businesses through optimising their HubSpot Sales Hub features, which include:

  • Sales Hub Core: Setting time zones, fiscal year, and currencies
  • HubSpot Sales Tools: Configuring call and meeting types, outcomes, call recording, and dialer settings
  • Teams/Permission Sets: Setting team, role, and object permissions within those teams
  • Tools: Integrating Gmail/Outlook, calendars, Zoom, Slack/teams, and other tools
  • Goals: Defining team and individual sales goals (quotas)
  • Meeting Links: Setting up and customising meeting links

Partnering with a RevOps as a service company can ensure that a business's HubSpot Sales Hub is optimised for their specific needs and goals, allowing them to maximise their sales efforts.


What Results to Expect

Once the technical setup of your marketing and sales operations is expertly executed, you can rest assured that all Marketing Hub users have the right permissions and settings in place. The master account settings will align with your business requirements, while branding, social accounts, domains, and email settings will all be connected to HubSpot for a seamless experience.

Additionally, the tracking code on your website will be live and your forms will be integrated with HubSpot, enabling you to track and analyse customer interactions. With all Sales Hub paid seats fully equipped with calendars, Gmail extensions, call/meeting types, and meeting links connected, you'll be well-equipped to streamline your sales process and maximise conversions.

Real Inbound Can Help You Improve Operational Efficiency and Customer Experience

At Real Inbound, we offer a range of tools to help drive revenue growth, and automation is just one of them. Whether you're looking to optimise your operational processes, improve customer experiences, or identify areas for improvement, our team is here to help. Learn more about how we can work with you to achieve your business goals.


RevOps as a Service

Automation is only one of methods available to help elevate your revenue growth. To discover more about how to consistently develop operational performance and recognise gaps in your customer experiences, understand what RevPartners can do for your business!

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