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In this episode of the Sales Technology Podcast, host David Dulany sits down with Sindre Haaland, CEO of SalesScreen, to explore the evolution of sales gamification into full-fledged AI-powered performance management. They dig into why motivating sales teams is harder than ever, how burnout and boredom kill productivity, and how SalesScreen uses real-time data, gamification, and AI insights to transform repetitive sales tasks into an engaging, performance-driven culture.From personalized dashboards and contests to team-based rewards and even Strava integrations, learn how top companies like Adobe and SAP are driving consistent sales execution across massive teams—and how AI is helping managers coach smarter, not harder.If you're a RevOps leader, Sales Manager, or curious about scaling a winning sales culture, this one's for you.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-sales-technology-podcast--1947957/support.
This week on GTM Live, Carolyn and Trevor dive into the messiness of go-to-market strategy: overspending on pipeline, bad attribution models, and why marketers are often stuck doing RevOps jobs.Carolyn breaks down the trap of chasing new logos without clear ROI, while Trevor shares how his IT-to-marketing journey led to launching Passetto to fix these exact issues. They get into why data architecture matters before building strategy, and how single-touch attribution is holding teams back.Stick around for listener Q&A, lessons learned from the trenches, and real talk on what actually drives growth.Key topics in this episode:Why most GTM strategies fall apart without strong data foundationsThe hidden cost of single-touch attributionWhat marketing leaders shouldn't be doing (hint: RevOps)How to think about ROI before chasing pipelineLessons learned from building Passetto to solve these problemsCome hang with us live during our weekly podcast recording—tune in, ask questions, and be part of the convo. Grab your spot at passetto.com/events.
No. This is not a tactical episode. But. You will get a real look inside of a company being created.(00:00) - Introduction (04:01) - Scar tissue (09:31) - Feedback and Market Research (13:28) - AI in Data Analysis and Future Prospects (16:06) - AI's Growing Influence in Business (18:06) - Exploring New Data Sources (19:05) - Challenges and Opportunities in AI Adoption (20:07) - Pivoting to Product Marketing Managers (21:50) - VC Inbounds and Funding Decisions (23:02) - Mickel's Departure and Reflections (25:05) - Breakthrough in Data Integration (27:26) - Introducing the GTM Graph (30:55) - Use Cases and Applications (36:31) - Call to Action and Conclusion This episode is brought to you by Everstage - the highest rated Sales Commissions Platform on G2, Gartner Peer Insights, Trustradius with over 2,000+ customer reviews. Some of their customers include leading brands like Diligent, Wiley, Trimble, Postman, Chargebee etc.,You can go to https://www.everstage.com/revenue-formula to check out Everstage and mention Revenue Formula to unlock a personalized Sales Compensation Strategy Session with Everstage's RevOps experts—crafted for enterprise teams to maximize performance.Never miss a new episode, join our newsletter on revenueformula.substack.com
Mike Madsen, Senior Manager of Revenue Operations at Workday, is today's guest.We explore how AI is reshaping sales efficiency, why the next generation of sales leaders need to think like operators, and how to build scalable, data-driven sales playbooks. In this episode, you'll learn:Why AI is reshaping sales operations and how to make it work for your teamHow to leverage first-party and third-party data to improve sales performanceThe secret to building scalable sales playbooks that actually workWhy player-coach leadership is the key to building high-performing teamsMike shares practical advice from his experience leading revenue operations at Workday - plus why data infrastructure is the foundation for any successful GTM strategy. For more from ZI Labs, visit www.zoominfo.com/labs Ben on LinkedIn - www.linkedin.com/in/bensalzman Millie on LinkedIn - www.linkedin.com/in/milliebeetham
What does it really take to make go-to-market teams more efficient? Our guest on this episode, Jen Igartua, works on answering this question every day. Jen is the CEO of Go Nimbly, a 60-person RevOps agency for Mid-Market & Enterprise SaaS companies. With an amazing roster of clients that includes Zendesk, Twilio, Snowflake, Intercom, and others, she and her team help companies solve what's getting in the way of growth.When you spend your days advising companies on how to operate more effectively, it's easy to think you've seen it all. But not Jen. She's a relentless learner. In our conversation, we demystify what GTM efficiency actually looks like behind the scenes, how her team is implementing AI in practical ways for clients, and why, despite all of Go Nimbly's success, she doesn't really focus on innovating internally within their business.Be sure to check out Go Nimbly's first conference, RevFest, on June 10 in Brooklyn: https://revfest.gonimbly.com/Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️⭐️ review and share the pod with your friends! You can connect with Sean on LinkedIn or subscribe to our YouTube channel.
In this episode of RevOps Review, host Jeff Ignacio chats with Lewis Chawko, founder of RevOpsConsulting.io, about his journey from sales to revenue operations and how he turned a side hustle into a full-fledged consulting business. Lewis shares his insights on scaling go-to-market teams, optimizing RevOps tech stacks, and the challenges of moving from inbound to outbound motions. Whether you're an operator or aspiring consultant, this episode is packed with valuable takeaways on growing a career in RevOps.
If you're running outbound. If you're using SDRs. Or planning to. You've got to listen to this episode.We got Morgan Ingram on the show, and he broke down his LinkedIn playbook to get replies at scale.(00:00) - Introduction (03:18) - Outbound Marketing and Career Choices (06:16) - Optimizing LinkedIn Profiles (07:45) - Common Mistakes in Outbound Messaging (11:34) - Effective LinkedIn Connection Strategies (17:58) - Using Videos and Voice Notes in Outreach (19:41) - Humanizing Your Outreach (22:35) - The Challenges of SDRing Outbound (23:00) - Essential Tools for Effective Sales (26:33) - Creative Sales Tactics: The Alley Oop Play (31:35) - Pipeline Development Strategies (36:04) - The Role of LinkedIn in Modern Sales (40:03) - The Future of Email in Sales This episode is brought to you by Everstage - the highest rated Sales Commissions Platform on G2, Gartner Peer Insights, Trustradius with over 2,000+ customer reviews. Some of their customers include leading brands like Diligent, Wiley, Trimble, Postman, Chargebee etc.,You can go to https://www.everstage.com/revenue-formula to check out Everstage and mention Revenue Formula to unlock a personalized Sales Compensation Strategy Session with Everstage's RevOps experts—crafted for enterprise teams to maximize performance.Never miss a new episode, join our newsletter on revenueformula.substack.com
In this episode of CRO Spotlight, host Warren Zenna welcomes Rich Sutton, Co-Founder at DM&RS Advisory, for a deep dive into the evolving CRO role. Rich shares his unconventional journey from rock and roll DJ to strategic revenue leader, setting the stage for a conversation that challenges traditional sales-focused perspectives in today's dynamic market.Rich explains how the fractional CRO role can transform startups by integrating sales, marketing, and customer success. He highlights that a CRO isn't just about closing deals but also about aligning cross-functional teams to build a cohesive revenue engine that adapts swiftly to shifting market conditions.The dialogue explores the differences in CRO role perspectives. While some see the position solely as a sales driver, Rich argues that modern CROs must balance direct sales execution with broader revenue strategy. This distinction becomes vital when companies scale, as revenue leaders must foster innovation while ensuring operational discipline.Warren and Rich also discuss how leadership mindset influences these roles. They share insights on harnessing data, embracing change, and inspiring teams to evolve. The conversation bridges personal anecdotes from music to boardroom strategies, offering a fresh perspective on how diverse experiences can redefine the CRO function in an ever-changing business landscape.
Over the last year or so, Klarna has been on a rampage to automate away. They've sliced tools, costs and staff. Begging the question...Is this just a VC narrative or is there more than meets the eye?(00:00) - Introduction (02:44) - Klarna's Journey and Financials (05:49) - AI's Role in Cost Reduction (07:51) - Customer Service Innovations (10:28) - Internal Knowledge Management (13:47) - Introduction to Data Consolidation (14:29) - Enterprise Search and Internal Tools (15:20) - Klarna's Knowledge Graph and AI Integration (16:38) - Deprecating Salesforce and Workflow Changes (20:05) - HR and Employee Feedback Innovations (25:51) - Build vs. Buy Debate Never miss a new episode, join our newsletter on revenueformula.substack.com
Podcast de ventas B2B y prospección moderna Hoy nos acompaña Arbey Londoño, Head of Revenue Operations de Bizneo, un software de recursos humanos que impulsa la gestión del talento en empresas de más de 40 países. Juntos exploramos cómo implementar Revenue Operations (RevOps) para alinear ventas, marketing y atención al cliente, optimizando procesos y aumentando los ingresos en ventas B2B. https://www.linkedin.com/in/arbey/ https://www.linkedin.com/company/bizneo/ Temas fundamentales que encontrarás en el episodio: - Introducción a Bizneo y su impacto en el mercado de recursos humanos. - El rol del Head of Revenue Operations y su importancia en la eficiencia empresarial. - Estrategias para adaptar procesos comerciales a diferentes mercados (Latinoamérica vs. España). - Segmentación por tamaño empresarial y optimización de costos. - La necesidad de coordinación interdepartamental para alinear equipos. - Cómo optimizar estructuras de ventas mediante roles especializados y comunicación efectiva. - El equilibrio entre tecnología (IA, CRM) y la interacción humana en ventas. - Tendencias actuales: uso de IA, automatización y herramientas para mejorar la productividad. - Desafíos culturales y de cualificación en mercados diversos. Aprende cómo potenciar tus ventas con RevOps! ................................................................................................................. Y si quieres mejorar tu Maquinaría de Ventas Outbound o formar a tus equipos en #modernprospecting Pues lo tienes fácil: 699 45 85 82 Más en https://outbounders.es/
Partnerships teams often feel like the forgotten child of the go-to-market org—under-resourced, misunderstood, and held to different standards than their direct sales counterparts. Greg Portnoy is out to change that.Greg is the co-founder and CEO of Euler, the Home Base For Partnerships Teams. Drawing from his experience leading Partnerships teams at 4 different companies, Greg knows the difference between what works and what doesn't, and he's making the case for treating partnerships as a strategic business function—not just a side hustle for GTM.In our conversation, we talk about why Partner teams don't get any love from RevOps, why measuring “Partner influence” isn't the silver bullet most teams think it is, and how Partner teams and Partner Ops can tag-team to run experiments together. Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️⭐️ review and share the pod with your friends! You can connect with Sean on LinkedIn or subscribe to our YouTube channel.Want to work with Sean? Reach out to him and the team at BeaconGTM to help with GTM execution at your company.
In der aktuellen Zeit verändert sich maßgeblich, wie wir Firmen bauen. Von KI-Integration über effizientere Teams bis hin zur Nutzung moderner Tech-Stacks – du erfährst, warum kleine Teams heute mit den richtigen Tools große Ergebnisse erzielen können und welche Prinzipien Gründer beachten sollten, um nachhaltig und substanziell zu wachsen. Dabei schauen wir uns den Go-To-Market Tech Stack eines deutschen Gründers, ein paar Vorhersagen zu Organisationen der Zukunft und überraschende Daten zu Teamgröße und Umsatz an. Was du lernst: Effizienz durch kleine Teams: Wie kleine, KI-unterstützte Teams Ergebnisse erzielen, die früher große Teams brauchten Beispiele von Unternehmen, die mit wenigen Personen Millionenumsätze erreichen Die Rolle von KI und Tools: Warum KI und Automatisierung entscheidend für modernes Company Building sind Welche Tools und Tech-Stacks Unternehmen nutzen, um Prozesse zu optimieren Veränderung im Marketing und Vertrieb: Warum personalisierter und authentischer Content wichtiger ist als klassische Werbung Wie du mit gezieltem Outbound-Marketing und kleinen Events Leads generierst Substanz statt Wachstum um jeden Preis: Warum es wichtiger ist, nachhaltig zu bauen, statt Probleme mit immer mehr Mitarbeitenden zu lösen Tools: Clay (3.000 free credits): https://clay.com?via=73e581 Cello (1000€ Discount): www.cello.so/unicorn Along (10% discount): https://alongspace.cello.so/UJFKZmJlDXD HeyReach: heyreach.io/?via=fabian2u Attio (10% off): https://www.attio.com?r=O6viQBmfTcOndBKv Ahref: https://ahrefs.com/ Tl;dv: https://tldv.io/ Apollo: https://www.apollo.io/ Aircall: https://aircall.io/ Cursor: https://www.cursor.com/ Quellen: Post von Stefan Bader: https://www.linkedin.com/feed/update/urn:li:activity:7298658633498677251/ Post von Matt Turck: https://www.linkedin.com/feed/update/urn:li:activity:7296180925418164225/ Post von Bardo Droege: https://www.linkedin.com/feed/update/urn:li:activity:7299183195239972864/ Post von Omar Ismail: https://www.linkedin.com/feed/update/urn:li:activity:7301181821826838529 Post von Michael Jackson: https://www.linkedin.com/feed/update/urn:li:activity:7308924662090981379/ Post von Yair Slasky: https://www.linkedin.com/feed/update/urn:li:activity:7300804002382774275/ Kapitel: (00:00:00) Große Ergebnisse trotz kleinem Team: >100M Umsatz mit weniger als 20 Leuten? (00:07:02) Marketing & Sales: Mehr Story, weniger klassische Werbung? (00:11:41) Tech-Stack für effiziente Arbeit am Beispiel Cello (00:13:39) Tool-Stack-Beispiel zur Leadqualifizierung bei Cello (00:15:51) Effizienter Outreach bei Temple: Ohne Engineering-Ressourcen Dank KI zur Leadliste
We had to record this unusual episode. In what feels like a single day, a year's worth of drama has unfolded in software.It almost seems like John Oliver would talk about it. But since he's busy, we decided to do an episode for him on 11x and the chaos that's emerging.(00:00) - Introduction (02:03) - Deel, Rippling and the spy (05:35) - 11x (08:13) - TechCrunch acquired (09:33) - Fake Customers Controversy (13:54) - Insane Churn Rates (19:38) - Investor lawsuit? nope (23:11) - Employees. Not happy. (29:23) - Product Performance and Market Fit (34:25) - Future Prospects and Challenges SourcesTechcrunch on 11xHasan's post on XAI SDR testNever miss a new episode, join our newsletter on revenueformula.substack.com
Host Alex Theuma is joined by Go Nimbly CEO (and SaaStock USA Speaker) Jen Igartua for this episode packed with practical advice on making your GTM processes more efficient, including: - Why GTM efficiency is now critical for SaaS growth. - How AI and automation are transforming sales workflows. - The biggest mistakes SaaS companies make with their tech stack. - The tools that top RevOps leaders are using to drive revenue. - Why high-touch, relationship-driven selling is making a comeback. - What's next for Go Nimbly, including the upcoming RevFest event. Guest links: LinkedIn: https://www.linkedin.com/in/jen-igartua Website: https://gonimbly.com/ RevFest: https://revfest.gonimbly.com/ Check out the other ways SaaStock is helping SaaS founders move their business forward:
Shrink the middle of your projects. In project management, the middle is where momentum stalls and complexity takes over. The longer a project lingers there, the less likely it is to reach the finish line successfully. In this episode, Doug and Jess discuss why projects fail due to inertia and overcomplication—and how breaking them into smaller, more manageable parts can keep things moving and lead to better results. Tune in for practical insights on keeping your projects on track!For updates on new episodes, follow us on:LinkedIn: Lift Enablement, Doug Davidoff, Jess CardenasSubscribe to our YouTube channel!You can access the show notes and watch the video version of the show on our page. Thanks for listening and remember to just say no to shitty RevOps!
In this episode of CRO Spotlight, host Warren Zenna welcomes Alex Asianov and Jonathan Blessing of DOOR3 for a deep dive into their company's 22-year journey through the ever-changing world of technology services. Alex shares how his early passion for programming led to the founding of DOOR3 and how that foundation evolved into a product-focused mindset serving real business outcomes.Jonathan joins the conversation with reflections on his parallel path in the tech world and eventual return to DOOR3 as CEO. The two share candid stories of how their complementary skills, shared values, and a strong cultural foundation shaped a resilient and adaptable company structure. They open up about pivotal moments in DOOR3's history and what it took to move from scrappy beginnings to operational excellence.Warren guides the conversation into the challenges of differentiation in a crowded dev space. Alex and Jonathan discuss their strategy of embedding product thinking into service delivery and maintaining a disciplined focus on client business outcomes. They unpack how cultural alignment, internal evolution, and hiring for shared values have been key to DOOR3's long-term success.The episode wraps with a forward-looking discussion on emerging tech trends, particularly the impact of AI on the services landscape. Alex and Jonathan share insights into how DOOR3 is both adopting and advising on new technologies—balancing innovation with practicality—while staying true to their mission of delivering lasting business value.
AI may be having a moment, but for Jana Eggers, it's been a career. Jana is the CEO of Nara Logics, an AI Advisor software company, and she's been building in AI long before it became a buzzword. In this episode live from Startup Boston Week, we talk about separating AI hype from utility, why AI should be built for subject matter experts (not just technical ones), and why she believes AI augments human intelligence, but doesn't mimic it. Also, stick around for one of the best lightning rounds we've ever done.Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️⭐️ review and share the pod with your friends! You can connect with Sean on LinkedIn or subscribe to our YouTube channel.Want to work with Sean? Reach out to him and the team at BeaconGTM to help with GTM execution at your company.Anyone interested in ordering The Revenue Operations Manual can go here and use the code REVOPS20 for 20% off (or buy from any of your preferred booksellers here)!
Getting AEs to self-prospect is fun: AEs will complain, procrastinate, and straight up not do it.In todays episode, we share some simple tricks to get account executives excited and motivated to self prospect (hint: it's about $).(00:00) - Introduction (03:12) - AI in Sales and Self Prospecting (05:41) - Challenges of Self Prospecting (07:57) - Incentives for Self Prospecting (11:43) - Pipeline Generation and Commission Strategies (16:53) - Navigating AE and SDR Roles (17:43) - Impact of Self-Prospecting on Performance (18:50) - Incentivizing Prospecting Targets (23:01) - Team-Based Incentives and Collaboration (26:33) - Testing and Adjusting Incentives (28:34) - Simple and Effective Incentive Ideas (29:52) - Visual and Tangible Incentives (31:42) - Incentives for High-Value Deals This episode is brought to you by Everstage - the highest-rated Sales Commissions Platform on G2, Gartner Peer Insights, Trustradius with over 2,000+ customer reviews. Some of their customers include leading brands like Diligent, Wiley, Trimble, Postman, Chargebee etc.,You can go to https://www.everstage.com/revenue-formula to check out Everstage and mention Revenue Formula to unlock a personalized Sales Compensation Strategy Session with Everstage's RevOps experts—crafted for enterprise teams to maximize performance.Never miss a new episode, join our newsletter on revenueformula.substack.com
Le marché B2B se tend, les budgets se resserrent, et pourtant les objectifs commerciaux restent ambitieux.Comment faire plus avec moins de ressources ? C'est le challenge que relèvent aujourd'hui de nombreuses équipes commerciales.J'ai invité Dorothée Leconte, Sales Director chez Qonto, pour comprendre comment elle optimise chaque levier de son organisation pour maximiser la performance commerciale.Au programme :Comment segmenter efficacement son marchéLe rôle stratégique du RevOps pour piloter la performance Pourquoi garder une structure SDR/AE ?Les meilleures pratiques d'onboarding pour motiver ses commerciauxComment maintenir la motivation dans un contexte challenging ?Sa vision du rôle des commerciaux face à l'IAUn épisode indispensable pour les entreprises ou sales managers qui cherchent à maximiser l'impact de leurs équipes dans un contexte de ressources limitées. Soutenez l'émission❤Abonnez-vous
In this episode of RevOps Review, host Jeff Ignacio sits down with Sandy Robinson, VP of Revenue Operations and Client Growth at Quavo and host of RevOps Unboxed. Sandy shares her insights on stepping into a new RevOps leadership role, navigating the first 30, 60, and 90 days, and the challenges of building and rebuilding revenue operations from the ground up. Tune in for expert advice on aligning stakeholders, driving strategic impact, and setting up RevOps for long-term success.
How to scale past $10M ARR. GTM Engineering. How AI is changing the game and much much more.We got Maja Voje, also known as the GTM Strategist, to join us and share her thoughts on this and more.(00:00) - Introduction (02:34) - Challenges in Scaling Beyond 10 Million (03:30) - Inbound Marketing Struggles (04:50) - Outbound and ABM Strategies (07:05) - AI SDRs and Personalized Outreach (11:52) - Navigating LinkedIn's Compliance Issues (13:53) - Humanization vs. Automation in GTM (19:21) - Adapting to AI in Product Market Fit (21:54) - Revisiting Messaging and Pricing Strategies (25:38) - Outcome-Based Pay in the Workforce (26:33) - Understanding Value Metrics (27:55) - Pricing Experiments and Strategies (36:49) - Adopting AI in the Workforce This episode is brought to you by Everstage - the highest rated Sales Commissions Platform on G2, Gartner Peer Insights, Trustradius with over 2,000+ customer reviews. Some of their customers include leading brands like Diligent, Wiley, Trimble, Postman, Chargebee etc.,You can go to https://www.everstage.com/revenue-formula to check out Everstage and mention Revenue Formula to unlock a personalized Sales Compensation Strategy Session with Everstage's RevOps experts—crafted for enterprise teams to maximize performance.Never miss a new episode, join our newsletter on revenueformula.substack.com
What do Goldilocks and CRM implementations have in common? The balance of their implementation needs to be just right.How much freedom should organizations grant their users to mess with the CRM? Doug and Jess explore the complexities of user access within the CRM and the nuances of balancing access and control to ensure both effective utilization and data integrity.For updates on new episodes follow us on:LinkedIn: Lift Enablement, Doug Davidoff, Jess CardenasSubscribe to our YouTube channel!You can access the show notes and watch the video version of the show on our page. Thanks for listening and remember to just say no to shitty RevOps!
This week, marketing and revenue operations expert Simon Daniels joins Ian after a two-year break working with Forrester to discuss how we define the discipline of revenue operations, how this sits with sales operations and marketing operations, and how we should implement this function. In this discussion, they cover: Revenue operations, marketing, sales, and customer success operations. The organizational structure for RevOps varies by business context. Collaboration between sales and marketing The death of the MQL Understanding the buying group and metrics for revenue and pipeline health The key technology and data platforms The role of AI in the analysis of revenue operations. As always, we welcome your feedback. If you have a suggestion for a topic that is hot for you, please get in touch using the links below. Enjoy! — The Links The people: Ian Truscott on LinkedIn and Bluesky Simon Daniels on LinkedIn As mentioned this week and some further reading that Simon recommends: Blowing in the wind - Why I'm sticking with Revenue Operations (even if the rest of the world is not!) - LinkedIn post by Simon Why the MQL model is failing B2B marketing and what to use instead - Mark Stouse on Martech.org regarding ditching MQLs Beyond MQLs: Unlocking Revenue Growth by Embracing Buying Groups - B2B Marketing webinar on moving beyond the MQL Meet the new martech stack: systems of context and systems of truth – Chief Marketing Technologist RevOps And AI: The Cobbler's Children Need Shoes, Too – Simon co-wrote this on tech for Rev Ops What's Broken in GTM and How to Fix It - Simon's podcast Rockstar CMO: The Beat Newsletter that we send every Monday Rockstar CMO on the web, Twitter, and LinkedIn Previous episodes and all the show notes: Rockstar CMO FM. Track List: We'll be right back by Stienski & Mass Media on YouTube You can listen to this on all good podcast platforms, like Apple, Amazon and Spotify. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of RevOps Unboxed, Sandy sits down with Richard De Veer, Director of Revenue Operations at Just Eat Takeaway.comThey discuss the impact that QBRs can make on RevOps strategy, enabling sales with data, the pillars of the RevOps function, and more! This episode of RevOps Unboxed is brought to you in partnership with Pandadoc.
Usually, we share advanced analysis to run, cases of amazing tech companies, or something else.Today, we're talking about an energy drink. Stay with us because this potent drink can teach tech a lot about advertising.(00:00) - Introduction (02:26) - Energy Boosts and Red Bull (14:29) - Red Bull's Media Empire (17:34) - Examples of Media and Community Acquisitions (19:15) - Red Bull's Endless Content Stream (24:20) - Red Bull's Stratosphere Jump (26:21) - Outrageous Marketing Stunts (29:00) - Local and Grassroots Marketing Efforts (31:57) - Takeaways for Software Companies (32:21) - Creative Marketing Examples in Software Never miss a new episode, join our newsletter on revenueformula.substack.com
In this engaging episode of CRO Spotlight, host Warren Zenna sits down with seasoned executive Steve Kost to explore the intricate world of revenue leadership. Their conversation delves into the often-overlooked intangibles that drive success, drawing on experiences from Fortune 500 giants to nimble startups. The discussion sets a thoughtful tone for tackling today's complex business challenges.Warren and Steve share candid insights on how empathy and transparency redefine leadership. They examine the power of open communication with CEOs, executive teams, and board members, while discussing real-life scenarios that reveal the impact of active listening and honest feedback. Their dialogue provides listeners with practical advice for fostering trust and clarity in high-stakes environments.The conversation highlights essential strategies for navigating the unique challenges of the CRO role. Steve outlines the importance of thorough due diligence, from the interview process to effective onboarding practices, while emphasizing the need to build credibility quickly. He shares personal experiences that illustrate how reflective leadership and strategic communication can drive revenue growth.Listeners gain a fresh perspective on aligning with company culture and inspiring organizational change through servant leadership. The episode offers a roadmap for emerging revenue leaders by focusing on self-reflection, proactive problem-solving, and continuous communication. It is a must-listen for anyone looking to elevate their leadership approach and make a lasting impact.
In this episode, Matthieu Garlock, Senior Director of RevOps at Equitybee, dives into the complexities of revenue operations in a marketplace model. He shares insights on balancing supply and demand, leveraging data to optimize investment flows, and navigating regulatory challenges in the financial sector. Matthieu also discusses his journey from RevOps into sales, the impact of AI on the industry, and why focusing on fundamentals is key to success in a rapidly evolving landscape.
In this episode of the Revenue Builders Podcast, hosts John McMahon and John are joined by Parm Uppal, the Chief Revenue Officer at Benchling. Parm shares his journey through various sales and executive roles, illustrating his approach to using data as a cornerstone for the development and coaching of sales teams. They delve into the intricacies of simplifying vast amounts of data to draw actionable insights and avoid overwhelming sales reps. The conversation also explores the importance of distinguishing between skill and knowledge issues among reps, hiring the right sales leaders for startups, and maintaining a clear focus on the ideal customer profile (ICP). Parm gives practical advice for newly appointed CROs, stressing the importance of a 90-day listening tour and aligning with cross-functional teams. Additionally, the discussion touches on the impact of AI tools in sales processes and the evolving role of data in modern sales strategies. This episode offers a treasure trove of insights and best practices for sales leaders at various stages of their careers.ADDITIONAL RESOURCESLearn more about Parm Uppal:https://www.linkedin.com/in/parmuppal/Read Force Management's Guide to Increasing Company Valuation: https://hubs.li/Q038n0jT0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:05] Introducing Parm Uppal: Career Highlights[00:01:54] Using Data to Develop Sales Reps[00:03:45] Simplifying Data for Effective Coaching[00:05:09] Identifying and Solving Sales Problems[00:07:30] Leading Indicators and Coaching Strategies[00:10:36] Balancing Data and Observation in Sales[00:23:29] Adapting to Buyer Changes and Market Shifts[00:35:30] Building the CRO Scorecard[00:36:58] The Importance of a 90-Day Listening Tour[00:38:48] Commanding the Plan and Talent[00:41:08] Key Metrics for Success[00:48:15] Challenges in Recruiting and Retention[01:01:34] Emerging Tools in SalesHIGHLIGHT QUOTES[00:02:15] "You can't just walk into that conversation with an opinion because everybody's got an opinion."[00:02:37] "We have so much more data nowadays. If you don't simplify it, and you don't take a step back... it can overwhelm you."[00:19:55] "It's activity with accomplishment versus activity without purpose."[00:31:00] "You can't cookie-cutter sales methodologies from one context into another without understanding the unique market dynamics.
If there's something we all love, it's to root for david beating goliath.And right now, there's a small team doing just that. Pylon, led by Marty Kausas, is going head to head with Zendesk.Naturally, we asked Marty to share their playbook.(00:00) - Introduction (01:17) - The Motivation Behind Building Pylon (01:52) - The Journey to Becoming A-List (02:19) - Board Games and Strategic Thinking (04:16) - Targeting a Massive Market (09:46) - Building the First Product (11:42) - Competing with Giants (18:59) - Product Development and Marketing Strategies (26:35) - Embracing a Heavy Debate Culture (29:24) - Leveraging LinkedIn for Business Growth (38:22) - Scaling Sales and Hiring Strategies (42:31) - Navigating AI in Customer Support (47:59) - Reflecting on Business Learnings and Future Plans Never miss a new episode, join our newsletter on revenueformula.substack.com
In this episode of CRO Spotlight, host Warren Zenna welcomes Justin Shriber, CEO of BoostUp.ai, for a deep dive into the evolution of sales technology and enterprise revenue strategies. Justin recounts his journey from early days at Siebel to his leadership roles at Oracle and BoostUp.ai, sharing insights on how traditional models are being reimagined for today's dynamic market.Justin explains how shifting customer expectations and new revenue models demand more than legacy CRM systems. He outlines how AI agents can analyze critical signals, automate follow-up actions, and streamline the sales process. This discussion emphasizes the importance of focusing on a singular customer value to drive sustainable, long-term growth.The conversation also examines the evolving role of marketing and the challenges of revenue attribution. Justin describes how integrating automated systems with human expertise not only reduces non-actionable tasks but also enhances overall productivity. The dialogue reveals how a refined focus on customer outcomes can transform both sales and marketing strategies.Throughout the interview, Warren and Justin debate the balance between short-term targets and strategic, sustainable growth. They discuss how modern AI tools can dissolve inefficiencies in sales operations, align investor expectations, and create a frictionless process that empowers teams. Listeners gain a nuanced perspective on using innovative technology to drive efficient growth in a competitive landscape.
With every new technology, there's a Kodak.. or Nokia.. For AI, that company is Chegg - a publicly traded, once highflying edtech company.We break down the story of Chegg, and distill four learnings for GTM leaders.(00:00) - Introduction (02:02) - The Role of AI in Our Show (05:34) - The Rise and Fall of Chegg (07:59) - Chegg's Business Model and COVID-19 Impact (13:44) - The ChatGPT Disruption (16:39) - The Resilient Business: Surviving Disruption (17:03) - AI's Impact on Incumbents (18:33) - The Innovator's Dilemma (20:29) - Opportunities for Change (21:38) - AI Disruption in Various Industries (24:05) - Strategies for Business Resilience (26:15) - The Importance of Diversification (27:50) - Facing the Reality of Disruption This episode is brought to you by by Everstage - the highest rated Sales Commissions Platform on G2, Gartner Peer Insights, Trustradius with over 2,000+ customer reviews. Some of their customers include leading brands like Diligent, Wiley, Trimble, Postman, Chargebee etc.,You can go to https://www.everstage.com/revenue-formula to check out Everstage and mention Revenue Formula to unlock a personalized Sales Compensation Strategy Session with Everstage's RevOps experts—crafted for enterprise teams to maximize performance.Never miss a new episode, join our newsletter on revenueformula.substack.com
Episode SummaryWith Air.inc securing $35M in funding, the creative operations world is facing a major inflection point. In this solo episode, Nish Patel explores what this investment means for creative ops leaders, why the concept of a "system of record for creative work" is critical, and how creative professionals can seize this moment to elevate their roles from tactical execution to strategic systems design. This isn't just about one company—it's about an industry-wide shift that demands creative ops leaders rethink their approach to scale, speed, and storytelling.Key Takeaways Creative Ops is at a Turning Point:Air's funding is a signal that creative ops is being recognized as a strategic function.The industry is shifting from project management toward systematizing creative workflows at scale. The Importance of a System of Record for Creative Work:Other operational functions (RevOps, SalesOps) have CRMs as a central hub—creative ops has lacked one.Air is positioning itself to be the foundational platform for creative operations. Creative Intelligence: A Leap Beyond Project Management:The shift from scattered workflows to structured creative intelligence will enable smarter decision-making.The best creative ops leaders will think in terms of designing systems, not just managing tasks.Tech as a Partner in Creativity, Not Just a Tool:The right technology should reduce admin burdens and free up time for creative work.A well-implemented system can enhance both speed and creative quality simultaneously.Storytelling is the Competitive Advantage in an AI-Driven Market:With AI and automation increasing content production, the real differentiator will be brand and storytelling.Creative ops leaders must ensure that efficiency doesn't come at the cost of emotional resonance and impact.Should Creative Ops Take a Stronger Role in Tech Evaluation?Nish is considering a series of podcast episodes evaluating creative ops tools.Understanding the "what, why, and how" behind these tools can help leaders make better decisions.Additional ResourcesAir.inc Website: https://air.incEpisode Reference: Shane, CEO of Air, was previously a guest on the Creative Ops Podcast.
Your main contact is not your champion. You champion might not be an experienced buyer. And the list goes on.The problem is: not getting this right can really hurt your ability to bring in newbiz revenue.That's why we invited Gal Aga from Aligned. Not only did he post a kick-ass meme on this problem, but he also has worked extensively with AEs and run into this problem too often.(00:00) - Introduction (01:56) - The Israeli Tech Ecosystem (04:35) - Understanding the Role of a Champion (08:15) - Champion Enablement Strategies (13:27) - Multi-Threading in Sales (18:08) - Executive Buy-In and Business Cases (23:06) - Navigating Executive Involvement in Sales (23:50) - Building Trust with Your Champion (26:38) - Understanding Buyer Dynamics (27:10) - The Role of Professional Buyers (28:47) - Collaborative Decision Making (29:15) - Avoiding Transactional Sales (30:58) - Managing Internal and External Stakeholders (31:38) - Modern Sales Strategies (41:43) - The Future of Transactional Selling (45:27) - Final Thoughts and Takeaways This episode is brought to you by by Everstage - the highest rated Sales Commissions Platform on G2, Gartner Peer Insights, Trustradius with over 2,000+ customer reviews. Some of their customers include leading brands like Diligent, Wiley, Trimble, Postman, Chargebee etc.,You can go to https://www.everstage.com/revenue-formula to check out Everstage and mention Revenue Formula to unlock a personalized Sales Compensation Strategy Session with Everstage's RevOps experts—crafted for enterprise teams to maximize performance.Never miss a new episode, join our newsletter on revenueformula.substack.com
In this episode of RevOps Champions, we sit down with Alex Bratton, entrepreneur, technologist, and author of Practical AI for Leaders, to explore how AI is transforming the way businesses operate. From AI-powered sales coaching to digital team members and automation, Alex shares practical insights on leveraging AI to empower teams, streamline operations, and drive growth.We discuss the shift from traditional SaaS to AI-driven business models, the importance of AI readiness, and why the real competitive advantage lies in human and AI collaboration—not replacement. Alex also shares insights from his latest book and his approach to helping leaders integrate AI into their organizations in a meaningful way.If you want to stay ahead of the curve in AI and RevOps, don't forget to like, subscribe, and turn on notifications so you never miss an episode. You can also check out Alex's book and his AI leadership community to dive deeper into these topics.Find more at revopschampions.com
Our host, Jeff Ignacio sits down with Tori Moss, Head of Revenue Operations at Pigment, who shares her journey from Salesforce admin to RevOps leader, reflecting on lessons learned during hypergrowth at Greenhouse. She dives into the evolution of RevOps, the challenges of scaling teams, the role of AI in business planning, and the importance of strategic leadership. Tune in for insights on building a high-impact RevOps function and navigating rapid growth in today's dynamic business landscape.
So we've crossed 200 episodes. And we felt like, as usual, doling out some advice - this time focused on the thing we spend a lot of time on... Podcasts. Specifcally this one.If you've considered, or are constantly being suggested/told to do a podcast. This episode is for you. If not, maybe it'll just be fun to get a look under the hood. (and if nothing else? This episode also consist of non-work related conversation)(00:00) - Introduction (02:42) - Podcasting Journey and Milestones (03:28) - Why You Shouldn't Start a Podcast (04:07) - Challenges and Realities of Podcasting (08:23) - The Effort Behind Consistent Content (10:37) - Building Trust and Community (16:58) - Reflecting on Past Guests (17:33) - Becoming Part of the Creator Economy (18:29) - Leveraging Influencer Partnerships (19:59) - The Impact of Guest Episodes (23:17) - Strategies for Growing the Audience (24:29) - The Importance of Consistency (28:31) - Effective Content Repurposing Never miss a new episode, join our newsletter on revenueformula.substack.com
Companies have crucial data stored across multiple systems in their organization. And the bigger the company, the more systems there are. Sales, marketing, finance, ERP, inventory, contract management, billing, and service delivery are just types of data and systems that show the story of the business. Many times your CRM just by itself can't show all of that!Because of this, many companies have started setting up a centralized data warehouse like Snowflake or Redshift to pull in data from their CRM and other systems to be able to run more advanced and centralized reporting across it all. But if you want to set this up, where do you start? How do you manage it? How do you protect it? How do you keep it maintained? How do you actually derive value from all the hard work of implementing it?I contacted Ryan Severns to talk through all these questions with him. We talk through all these questions and more, starting with questions like:Why set up a CRM data warehouse infrastructure in the first place?How do you build the integration?What important considerations do you need to plan for?We dig deeper into the details from there, talking through topics like ETL tooling, DBT, data governance, cross-platform analytics, building effective business intelligence systems, and more.If you're ready to level up your customer data skills and advance to the next level of your RevOps hero journey, this episode is for you! Give it a watch and a like. And hit that subscribe button so that you'll always get notified of future episodes of The RevOps Hero Podcast as well.
AI is revolutionizing every part of go-to-market strategy, and Nvidia's Kelly Goles is at the forefront of that transformation. As the Manager of Revenue Marketing Operations at Nvidia (and winner of LeanData's 2024 Ops Star of the Year award), Kelly has been tasked with using AI to accelerate commercial performance. In our conversation, Kelly shares how her team saved 1,500 sales hours per week and quadrupled the number of leads their reps can work, she walks us through Nvidia's AI-powered GTM framework, and explains how her team balances AI experimentation with real-world operational impact.Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️⭐️ review and share the pod with your friends! You can connect with Sean on LinkedIn or subscribe to our YouTube channel.Want to work with Sean? Reach out to him and the team at BeaconGTM to help with GTM execution at your company.This episode is brought to you by the RevOps experts at Synch. Synch isn't just a tool; it's your revenue co-pilot. To learn more about them, schedule a personalized demo at withsynch.com and tell them Sean sent you!
Welcome to the latest episode of our Podcast Flashback Compilation series! In this special edition, we're diving into some of the most impactful discussions on processes, frameworks, and models that drive efficiency and success. We're revisiting expert insights from past episodes, exploring the structured approaches that help businesses streamline operations, scale effectively, and make data-driven decisions. Whether you're refining your RevOps strategy or looking to implement proven methodologies, this curated collection offers valuable takeaways to elevate your business. Tune in and rediscover the power of smart systems!Find more at revopschampions.com
For a long time, post-sale teams haven't received the attention they deserve. Companies have historically prioritized revenue growth over revenue protection, relying on human-intensive Customer Success models to keep customers happy. But the landscape is shifting—companies are rethinking how they structure their Customer Success teams, when and how to introduce Account Managers, and whether automation and scaled CS models can truly replace the human touch.In this episode, we sit down with Mike Lemire, a seasoned Customer Success executive with experience at Toast, HubSpot, and Overjet, who now runs his own executive coaching firm, Harmonic Leadership. In our conversation, Mike shares his insights on how to build the right post-sale team for your business, what CS leaders can learn from marketing, and why customer success is all about aligning trigger points with action items.Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️⭐️ review and share the pod with your friends! You can connect with Sean on LinkedIn or subscribe to our YouTube channel.Want to work with Sean? Reach out to him and the team at BeaconGTM to help with GTM execution at your company.Anyone interested in ordering The Revenue Operations Manual can go here and use the code REVOPS20 for 20% off (or buy from any of your preferred booksellers here)!
How's PLG different from outbound? We asked someone who's worked with both motions. And the interesting part? They used a very simple trick to accelerate their PLG: Defining their ICP.(00:00) - Introduction (10:02) - Finding the ICP (19:37) - Acquisition and Sales Strategy (20:04) - Brand equity (22:53) - Trigger for engaging (25:55) - Self-Onboarding and Offboarding Dynamics (28:44) - Outbound Strategies and AI-Enabled Lifecycle (41:54) - Conclusion and Final Thoughts This episode is brought to you by by Everstage - the highest rated Sales Commissions Platform on G2, Gartner Peer Insights, Trustradius with over 2,000+ customer reviews. Some of their customers include leading brands like Diligent, Wiley, Trimble, Postman, Chargebee etc.,You can go to https://www.everstage.com/revenue-formula to check out Everstage and mention Revenue Formula to unlock a personalized Sales Compensation Strategy Session with Everstage's RevOps experts—crafted for enterprise teams to maximize performance.Never miss a new episode, join our newsletter on revenueformula.substack.com
Co-Founder and CEO of Digital Reach, Andrew Seidman, joins Alexander to discuss what it really takes to design and execute a successful go-to-market plan. Andrew dives into his four-pillar framework for branding, content, RevOps (data), and pipeline growth to lay out how each pillar works together to generate leads and sales.Andrew also shares his insights on:✅ Building trust with new audiences✅ Making the most of your budget✅ How AI is changing the way companies operateIf you're looking for practical steps to improve your marketing strategy, here's how to put the right systems in place so you can grow your business fast.Learn more about Andrew and Digital Reach here:https://digitalreachagency.com/Timestamps0:00 Introduction4:20 Going To Market9:46 Data In Marketing12:51 Tracking16:10 Attribution21:56 AI In Marketing29:38 Building A Pipeline36:25 Budget42:37 Managing Pipelines58:05 Trust In Business1:06:06 Final ThoughtsClearBrand Social & WebsiteWebsite: https://clearbrand.com/X (Twitter): /clearbrand_LinkedIn: /clearbrand-co/Instagram: /clearbrand_Facebook: /clearbrandcoNewsletter: https://clearbrand.com/subscribe/
Growth envy. We've all been there. Another company just blows up in what feels like seconds.Immediately you wonder, how could we achieve the same? Well, first step is understanding, and in this episode we break down the conditions that enabled Cursor to grow incredibly fast.(00:00) - Introduction (02:20) - Cursor and 0-100 (05:09) - The Power of Top Funnel (11:56) - The Future of Code Writing (12:10) - Teleportation and Sales (12:49) - Understanding the Funnel (13:05) - The Simplicity of PLG (14:45) - Developer Tools and Market Size (19:02) - Freemium Models in Enterprise Sales (23:09) - Challenges of Rapid Growth (27:05) - Retention and Competition This episode is brought to you by by Everstage - the highest rated Sales Commissions Platform on G2, Gartner Peer Insights, Trustradius with over 2,000+ customer reviews. Some of their customers include leading brands like Diligent, Wiley, Trimble, Postman, Chargebee etc.,You can go to https://www.everstage.com/revenue-formula to check out Everstage and mention Revenue Formula to unlock a personalized Sales Compensation Strategy Session with Everstage's RevOps experts—crafted for enterprise teams to maximize performance.Never miss a new episode, join our newsletter on revenueformula.substack.com
Account-Based Marketing (ABM) and intent data platforms like 6sense and Demandbase promise to revolutionize your go-to-market strategy—but are they actually delivering results? In this episode of the Sales Technology Podcast, host David Dulany sits down with Kristina Jaramillo, President of Personal ABM, to unpack the growing skepticism around ABM tech, why many teams struggle with implementation, and how sales, SDRs, and marketing teams can stop chasing bad intent signals and start closing bigger deals.Kristina shares real-world insights on:✅ Why intent data alone won't drive conversions✅ The missing strategy behind most ABM tech investments✅ How SDRs, sales leaders, and marketers can align for real revenue impact✅ The biggest mistakes teams make when adopting ABM—and how to fix themIf you're in Sales, Marketing, RevOps, or GTM leadership, this episode is packed with actionable insights to turn your ABM strategy from a money pit into a revenue machine.
In episode #268, I address a debate that arose a recent SaaS CEO and CFO dinner in San Francisco. - What is Rev Ops? - CFO or CRO? Be in the know! Join our SaaS community. https://www.thesaasacademy.com/offers/ivNjwYDx/checkout
When Chris Walker looked at his bank account in 2019, he had $3,000 and student loan debt. In this week's GTM Live episode, he shares an overview of the choices that led to building successful multi-million dollar companies over the next 6 years, and the personal cost of those decisions. He then spends the majority of the episode examining why B2B companies struggle to measure marketing results effectively, and details the surprising pattern he has seen while helping over 50 companies solve this exact problem.Here's what you'll learn in this episode: Some uncomfortable truths about building a business The real reason most CMOs can't fix marketing measurement, even when they want to (hint: it's not about their skills or dedication) How marketing leaders can be empowered to focus on their core strengths rather than ROI spreadsheets Finding the right balance between over-complicating and over-simplifying marketing measurement approaches (and what to actually track) How companies waste millions on marketing programs while scrutinizing much smaller expenses Why most RevOps teams end up grading performance instead of guiding strategy (and how to fix this) A straightforward way to look at marketing data that everyone in the company can understand and trust How companies can avoid spending 18 months building the wrong solution to their marketing measurement problems–Thanks to our friends at Hatch for producing Revenue Vitals and all of Chris's short-form video and YouTube content. Hatch is a video-first content agency that creates short-form video content, video podcasts, original video series, and YouTube videos for B2B companies. Visit www.hatch.fm to learn more.
LinksTry Benchmarks ExplorerLearn More About DataboxSubscribe to our newsletter for episode summaries, benchmark data, and moreIn this episode, we explore how data silos slow down decision-making and cost companies time and money. Join us as Samantha Riel, founder of Balsam&Cedar, breaks down how disconnected tools create barriers between marketing, sales, and product teams — and what you can do to fix it. Learn how to align your organization around shared data, integrate your tech stack for seamless insights, and build a culture that prioritizes transparency.Follow SamanthaVisit Balsam&Cedar
In the first episode of season three of The Sales Compensation Show, our host and CEO, Nabeil Alazzam chats with Tana Jackson, VP of Operations at Upright Labs. An accomplished global RevOps leader, Tana shares with us her thoughts on data hygiene challenges and red flags to watch for, collaboration across departments, her philosophy on tech stack additions, forecasting frequency, and even AI. If you're responsible for driving predictability in revenue and aligning teams, this episode will give you inspiration to fine-tune your processes, improve collaboration as an extreme owner, and ensure sustained success.