RevOps Guides

Salesforce Deduplication and Beyond: How to Dedupe Leads Across Your Stack

Salesforce deduplication is crucial to successful go-to-market. Cleaning and deduping data are essential processes to ensure your sales and marketing teams are routing leads to the proper accounts and working with the best and most complete version of customer data…

Stripe Synapse
RevOps Guides

Sync customers, charges and accounts with Stripe

A common gap in any Customer 360 initiative is data related to billings and payments. The workaround? Reps in sales, support and success either engage customers with incomplete information or they waste precious time playing “telephone tag” with contacts in…

RevOps Leaders

How Metadata Built a Unified View of Their Customers

Today, Sam Bowley, Sr. Director of Revenue Operations, and the Metadata team are using Syncari to unify their customer data and build the all-important “single view of customer.” We sat down with Sam to get a glimpse into what brought…

RevOps Strategy

The Blueprint for Data Ops: Part 2

How can Data Ops help? The purpose of a Data Ops team — and an operational team in general — is to make your business run more smoothly and efficiently. When data or process issues are found, a Data Ops…

RevOps Guides

A Simple Guide to Lead Routing For Marketing and Sales Teams

What is lead routing? Lead routing, also known as lead distribution or assignment, is the process of distributing qualified leads to the best-suited sales representatives in your organization. This means qualifying leads against set criteria and assigning them to the…

RevOps Guides

Extend Your CRM: HubSpot Custom Objects Access

Custom objects are literally a template: they provide a way to add a data set where you set the columns and data types, while gaining standard fields from a platform. In turn, this lets you design your own data structure…

RevOps Strategy

What is a Customer Data Platform (CDP)?

It’s the driving value proposition of customer data platforms (CDP). They help gather, clean, and make sense of customer data collected from various sources and software to improve and personalize sales and marketing activities to specific customer profiles. What exactly…

RevOps Guides

How to Build Connection Into Your Engineering Team

In a recent virtual team happy hour, we played the party game Two Truths and a Lie. For those who haven’t played the game before, the rules are simple: everyone shares two truths about themselves with one lie mixed in.…

RevOps Leaders

The Principles of a Revenue Architect With Jeff Ignacio

If you’re in RevOps, you’ve likely seen Jeff Ignacio’s posts on LinkedIn. A quick perusal of his profile reveals a veritable treasure trove of operations knowledge, from his two cents on Ops trends to tactical tips that practitioners can apply…

RevOps Strategy

The Blueprint for Data Operations: Part 1

What is Data Operations, anyway? Data Operations is a hidden team in your organization, connecting business and people systems. They help Sales Operations, Marketing, and Customer teams present accurate metrics, marketing data, and customer operations to executives. You may not…

lead-to-account matching
RevOps Guides

What is Lead-to-Account Matching?

Every business must attract qualified leads to thrive. However, acquiring leads is only the start of the customer journey. Nurturing and offering personalized value to identified leads is what ensures prospective customers convert into paying customers. This is where lead-to-account…

RevOps Guides

Introducing Custom Actions: Just-in-Time Logic Extender

Don’t you just hate it when you’re thinking about a problem and you’re not sure of the answer? So you do the most logical thing and open up your browser to Google: “How do I…”. Your query could be “What’s…

RevOps Leaders

21 Tips From 2021’s Data Superheroes

Grab a cup of your favorite beverage, and set aside some time to read each section slowly and digest their knowledge. Those who want to get the full experience should read (or re-read) each hero’s full interview. Most importantly, give…

RevOps Leaders

90 Days In: Building an Empathetic RevOps Team

WebPT’s robust web-based solution helps therapists from single-therapist clinics to multi-location enterprises with integrated documentation, scheduling, and billing solutions. With Doug’s vision for process and an emphasis on reducing the stigma on mental health, he is forging a new way…

RevOps Strategy

Toss a Coin to Your Ops Pro

As I was re-bingeing season 1 to prep for The Witcher’s season 2 release next Friday, I couldn’t help but see the parallels between Geralt of Rivia and our friendly neighborhood operations professional. Wait, that’s the wrong reference. (Probably because…