Technology Evaluation for RevOps Readiness
EP16 | Technology Evaluation for RevOps Readiness
Technology is a key component to a successful RevOps function in any organization. But how should an organization evaluate their technology as it relates to revenue operations?
In this episode of The RevOps Recruiters podcast, David and Adam discuss five specific questions any organization can use to evaluate their RevOps readiness from a technology standpoint.
Technology Roadmap
Question: Do we have a high-level summary mapping out the vision and plans for our GTM technology that we regularly visit, execute and revise, as needed?
Vision and Objectives: What are we trying to accomplish?
Current State Assessment: Where do we currently stand and how effective is our technology?
Technology trends and advancements: Are we staying on top of the latest advancements?
Milestone and Objectives: Do we have a plan with clear milestones and objectives?
Resource: Are we properly allocating our money and people?
Communication and Stakeholder engagement: Do we have buy-in across all our GTM stakeholder?
Review & Iterate: Are we consistent with our reviews and make changes when necessary?
Centralized CRM
Question: Is our CRM the central source of truth, meaning all our critical data is captured and up to date at any given time within our CRM?
Flexible and Customizable: Is our CRM dynamic and able to grow and change with our organization’s needs?
Enhanced Customer Relationship: Does our CRM provide us with the appropriate data and insights that enhance our GTM team’s relationship with our customers?
Align Marketing, Sales, and Customer Success: Are all our GTM teams working from the same centralized system and data?
Scalability and Growth: Does our CRM have the ability to scale with us over time?
Technology Integration
Question: Are all our additional GTM technology tools integrated with our CRM, so there is no need to manually move data between systems.
Synchronized Data: Is our data automatically synchronized across all our systems, increasing accuracy and reducing workload?
Enhanced Functionality: Are the additional technology tools we used providing us with enhanced functionality?
Adoption
Question: Is the adoption of our CRM and other prescribed technologies widespread and utilized on a daily basis across our entire GTM team?
Create Leadership Buy-In: Have we identified the stakeholder, clearly communicated the benefits, and involved them in the technology decisions we’re making?
Culture of innovation: Do we actively involved all members of our GTM teams in soliciting innovative ways to utilize technology?
Training and Support: Are you intentional about providing strong training and support around the use of technology to our GTM teams?
Measure and Celebrate: Do we consistently measure the usage and effectiveness of technology and celebrate wins and bright spots?
Accept Feedback and Iterate: Are we open and actively soliciting feedback and looking for opportunities to make improvements?
Lean vs. Bloated Tech Stack
Question: Are we consistently evaluating the tools within our tech stack to optimize usefulness and adoption while reducing tech costs and redundancies?
Regular Evaluations: Do we evaluate each technology tool on a regular and consistent basis?
Renewal Cycles: Are we aware of our technology renewal cycles and proactive to early renew for additional discounts or migrate away when appropriate?
Redundant Functionality: Do we evaluate each new technology for redundant functionality and ensure our tech stack remains effective and lean?
Links to this Podcast Episode