Ian Faison & Joshua Maltz 46 min

Building a Solid RevOps Foundation


In this episode Joshua discusses the importance of building deep relationships with leadership teams.



0:00

Welcome to Rise of RevOps. I'm Ian Faiz on CEO of Gasping Studios and today we

0:09

are

0:09

joined by a special guest, Josh, how are you?

0:12

I'm fantastic. It's a pleasure to be here, Ian.

0:15

Yeah, pleasure to have you on the show, excited to chat about user testing and

0:20

all the cool

0:20

rev-op stuff that you're doing there. As always, our show is presented by Qual

0:25

ified.

0:26

Go to Qualified.com to learn more.

0:29

Josh, let's get into it. How the heck did you get into RevOps?

0:33

Yeah, I'll give a bit of an atypical answer here. I'll go back before my

0:37

professional days.

0:38

I was editor-in-chief of my high school newspaper and I can think back to those

0:44

days and just

0:45

being fascinated in the interplay of content and the business aspect.

0:51

I went to a public school. We absolutely had to be selling ads to fund our

0:57

paper for the

0:58

breadth of the publication. We needed to provide a quality product to drive up

1:04

our readership

1:04

to get those advertisers interested to place. I can just remember from those

1:10

early years

1:11

being kind of enamored with all the interrelations there. It even taken me

1:17

through to college

1:19

years at Berkeley. Shout out to all the Cal Alums there. I kind of followed up

1:27

that again,

1:27

working up the newspaper at the Daily Californian and focusing on sales. I was

1:32

pounding the

1:33

pavement, walking the streets, selling to local restaurants and shops. Again,

1:40

in retrospect,

1:41

I very much thinking about territory planning and analyzing what was giving me

1:46

better win

1:46

rates, highlighting to competitors how they were being upstaged by one another.

1:51

I remember

1:52

serving pizza clients like fat slice and blondies on Telegraph Ave and kind of

1:59

comparing and

2:00

contrasting which ads were running and what was effective with the student

2:05

population.

2:08

Building on that, my professional career actually started in finance, which I

2:13

don't

2:13

think is unusual for rev-ops, professionals, but core financial planning as

2:21

well as control

2:22

or ship responsibilities. I started my career with Cybase, forecasting and

2:29

planning processes,

2:31

and really getting appreciation for the inner workings of finance with the

2:36

frontline sales

2:37

teams. It was outside base that I had an opportunity, which should have been

2:42

just a six-week

2:43

assignment, went out to Hong Kong and filled in for the FP&A leader in Asia

2:49

Pacific. Really,

2:51

for me, it was the act of getting outside of company headquarters, being on the

2:56

ground

2:56

with the local country representatives in Asia Pacific at the time. So much

3:02

growth and

3:02

diversity between China, India, Southeast Asia had the opportunity to be

3:10

offered a full-time

3:11

role out there and it turned into an 11-year run, really pivoted into

3:17

leadership positions

3:19

in strategy planning and operations for the regional outfits of larger tech

3:25

companies,

3:26

such as Cisco Systems, BT Global Services. When coming back to the states 2015,

3:36

what

3:36

was most important to me was really building and leveraging those experiences

3:42

of what good

3:43

looks like at scale. I was very much targeted on seeing how best I could

3:48

leverage my skill

3:49

set to smaller companies that were on a growth journey. For me, the past five

3:55

years, having

3:56

the pleasure of leading the revenue operations team at user testing through a

4:01

successful IPO,

4:03

a recent acquisition and merger by Tom Abravo has just been a fantastic

4:09

experience.

4:10

Yeah, and so tell me more about the RevOps team at user testing.

4:17

So it's gone through quite a few iterations from the time I joined five years

4:22

ago. I mean,

4:23

we were pretty lean and scrappy when I joined a team of about four that were

4:29

focused on

4:30

what I'd consider more core sales operations and commercial management, deal

4:36

with us type

4:36

of functions. As we scaled on our journey, 200 million plus on the way to an

4:45

IPO, there

4:47

we really structured ourselves to cover the entire lifecycle of the customer.

4:52

So starting

4:53

top of final marketing ops, the core sales operations function, also customer

5:00

success

5:00

and getting a deep understanding and appreciation for what drives retention.

5:06

And at user testing,

5:08

we couple those building blocks with a very critical focus on enablement to

5:13

make sure

5:14

that we're bringing the customer facing critical team members along on the

5:20

journey and equipping

5:21

them to be successful. We also carry the outbound, the business development

5:29

reps to drive pipeline

5:31

creation and still the commercial aspect of the business. Surprising strategy

5:37

coupled

5:37

with the deal desk reporting to RevOps, that user testing.

5:42

So sorry, it actually reports into RevOps or we're saying that you manage the

5:50

outbound

5:51

piece of that. I directly manage the outbound piece of that. It's a part of the

5:58

RevOps team. Yes. Oh, that's super fascinating. I didn't realize that. Yeah,

6:05

why the switch

6:07

to consolidate those things? Yeah, great question. For us, it was a matter of

6:14

understanding what

6:16

was working, what wasn't working throughout the go-to market and how we could

6:22

best pair

6:22

like-minded teams to drive results. For user testing, we've been blessed with a

6:29

really healthy

6:31

inbound lead flow and generation that contributed healthily to our growth. And

6:37

as we focus more

6:38

on the enterprise business, we recognize we really needed to separate out an in

6:44

bound focus

6:45

SDR responsibility from an outbound focus, what we call business development

6:51

reps today.

6:52

So having those BDRs report into revenue operations, be coupled with the enable

6:57

ment team, have

6:59

a tightness in the relationship with sales leadership, as well as the closeness

7:04

with

7:04

marketing campaigns and the messaging has proved to be super valuable.

7:09

Yeah, I've never heard of that. I mean, I hear on our marketing podcast that we

7:15

do,

7:16

we talk all the time about how having outbound be a marketing function, but I

7:22

've never heard

7:24

of it as a RevOps function. It's super fascinating. Yeah. And in my mind, the

7:30

reporting line

7:31

isn't always the critical piece. Sure. The management, the common KPIs that we

7:38

look at,

7:39

we actually made a recent switch to have our sales development group report

7:43

directly into

7:43

marketing, which I think is going to be a fantastic move to get even greater

7:49

closeness

7:50

with a demand gen team. So I think the outbound piece has been very valuable to

7:57

be a part of

7:58

the RevOps family and really promoting for that whole unit a career growth

8:04

trajectory

8:05

and into sales as well. How unique is this about your organization? Because

8:09

this is super unique

8:10

and I'm so fascinated by it. So it seems like with that setup, you would have a

8:18

really good

8:18

understanding of how the pipeline looks and the different triggers if it's

8:26

reporting into you.

8:28

And like you said, I guess it doesn't really matter who a reparse to, but for

8:34

you all it is this way.

8:35

One of the common problems that a lot of people have is sort of that RevOps

8:40

falling

8:41

primarily under sales or primarily under marketing or sort of not being able to

8:46

look at it holistically.

8:48

It seems like you're looking at it extremely holistically in terms of these

8:53

functions of

8:54

inbound and outbound, not being even under sales functions. Do you feel like it

9:01

adds a level of

9:02

increase like transparency and visibility? Is it like why? Yeah, just curious.

9:09

Yeah, in my mind, RevOps very much needs to be perceived as this neutral agency

9:18

within the company.

9:19

Having probably grown up with a finance background and having that different

9:25

companies reported

9:27

into a function led by the CFO, by the COO or the CRO. I mean, my motto has

9:35

always been

9:36

regardless of reporting line, I'm going to reach out and build deep

9:40

relationships with the leadership

9:42

teams throughout the company of those supporting functions. And in this case,

9:47

with the BDRs,

9:49

it's absolutely about ensuring you've got the closeness in relationship, clos

9:55

eness in agreement

9:56

and understanding on the go-to-market priorities with the CMO and the CRO.

10:02

And to your specific question, Ian, it's an ongoing study on what's happening

10:10

in the pipeline.

10:11

And we're constantly looking at the lifecycle and where does the deal velocity

10:18

slow down?

10:19

Is it there's been periods during the last five years where it could be early

10:25

stage,

10:25

where we've seen for specific campaigns, perhaps the messaging wasn't reson

10:30

ating,

10:30

and we needed to find a different way to connect with certain buyers and person

10:36

as.

10:36

And we wanted to utilize a different type of approach for opening the door.

10:41

At other times, especially over the last few years, be it when COVID first hit

10:46

or the financial

10:47

downturn of the last year, there's other levers and there's other specific

10:54

points within the

10:55

sales cycle that can trigger slowness and can trigger concerns with the buyer.

11:01

And in my mind, it's very important to look at your sales lifecycle on a

11:07

trend basis and understanding what's changing quarter to quarter, year to year.

11:12

Because if you think the buyer-seller relationship is just static, you're going

11:19

to be

11:19

surprised unpleasantly, very frequently.

11:23

Yeah. Any other things that are unique about your RevOps team?

11:29

I would highlight our enablement function. I think we have a world-class enable

11:36

ment team.

11:37

And again, on the growth journey, when I joined 12 sellers, heavily focused SMB

11:45

and mid-market,

11:45

and we've built 100 plus that are very focused on enterprise and global,

11:51

the enablement team has really done a fantastic job at allowing us to go

11:56

through periods of

11:57

hyper growth, getting new hires up to speed, understanding our product

12:01

positioning, but also

12:04

treating it on an iterative basis, providing coaching, feedback.

12:09

And very important to me, it's a two-direction measure. I always take the

12:15

approach as a RevOps

12:16

leader. You absolutely do not know everything. You need to be listening. Your

12:21

customer-facing

12:23

employees are the ones that can give you the latest and most important critical

12:28

information.

12:28

And our enablement team, having that close relationship with our sellers, is

12:34

able to really

12:36

constantly feed back what's resonating, what's not, where do we need to

12:40

consider tweaks.

12:41

So I would definitely put a focus and stress on the enablement aspect of the

12:47

team.

12:47

Yeah, interesting having enablement be part of it. Again, why that decision and

12:54

where else would

12:55

it go, do you think? Yeah, I mean, I can share with you when I first joined

13:00

that user testing

13:01

our enablement leader reported directly to the chief revenue officer, and that

13:06

did work very well.

13:07

I think that elevated the platform of enablement. But again, for me in our

13:14

design, it is looking

13:15

about where can you couple leadership that just kind of one plus one equals

13:21

three and get these

13:22

fantastic synergies that pay off. And with our enablement leader and many of

13:28

the operational leaders,

13:30

we're able to have this constant tweaking and constant mindset of improving our

13:37

sales process

13:38

and lifecycle to provide a better experience, ultimately for our customers, but

13:44

absolutely for

13:45

all of our internal customer-facing employees to be more effective in their

13:50

jobs.

13:51

It seems like you have sort of corralled resources around the actual sales

14:00

people in a way with like

14:02

surrounding them in a nice warm blanket of marketing and rev ops. And it feels

14:09

kind of like a lot of

14:11

times the best rev ops teams do that is they're really just allowing the

14:16

sellers to just sell and

14:18

pulling those extracting those insights and ideas and best practices and all

14:22

that sort of stuff,

14:23

pulling different levers to see how you could get deals done faster or

14:29

accelerate sticky points

14:31

and all that stuff. Yeah, curious how you think about sales?

14:34

Yeah, I think your spot on and the way you described it, where I'm at a company

14:41

where we're

14:41

selling a platform to get our customers closer to their end users and kind of

14:48

bridging that

14:48

empathy gap and the way that I look at our job as rev ops professionals to set

14:56

up

14:56

customer-facing employees for ultimate success and the sales team for success,

15:03

it is about creating that fluid best-in-class experience for the employee and

15:11

ultimately

15:12

that's what we're trying to drive. We're wanting to delight our customers but

15:17

at the same time for

15:19

our internal employees to do the job of their lives for our sellers to be high-

15:23

performing,

15:24

we need to be thinking through their lens, we need to understand what's driving

15:29

inefficiency,

15:30

what's creating roadblocks for them identifying opportunity and you're right. I

15:36

think the

15:38

rev ops construct that we've built at user testing, it's very much with the

15:45

goal of making the sales

15:47

experience optimized and creating a kind of a single intake, if that makes

15:55

sense for the sales

15:57

team rather than needing to bounce around to finance to legal to many different

16:02

stakeholders,

16:03

we want to shepherd them in a streamlined fashion to get the answers, the

16:08

guidance

16:09

and the knowledge they need to be successful in their jobs.

16:13

All right, that's it, we're done with the rev opening, let's get to our next

16:17

segment,

16:18

rev obstacles where we talk about the tough parts of rev ops. What's the

16:22

hardest rev ops

16:23

problem you faced in the last six months or so? In terms of the biggest

16:28

obstacle in the last six

16:29

months where we've recently been acquired, user testing and user zoom has

16:35

merged over the past

16:37

really weeks and as you can imagine it's going through a merger of similarly

16:44

sized companies,

16:45

it's very exciting, it's a great experience for the new combined company

16:51

but it can be a daunting task in terms of all of the dynamics of designing the

16:56

blended org,

16:57

figuring out territories that are best set up to allow our company to thrive

17:03

and to set

17:04

our sellers, our customer success representatives up for a great trajectory

17:12

ahead as well as again

17:14

delighting our customers and the challenge here was really wrapping your arms

17:22

around

17:22

two different tool sets, two different data sets and forging a path forward.

17:28

We have talked about rev ops as the zipper but truly when you're merging, it

17:34

really is a zipper.

17:36

Yeah, merging those sort of go to markets, merging those, you know, your sort

17:44

of rev ops

17:45

teams, all that stuff. Yeah, it's very much kind of a go slow to go fast

17:54

framework where

17:55

we wanted to take a step back and show we had a clear understanding about the

18:00

existing ideal

18:01

customer profile that both companies were operating under, getting a deeper

18:07

view around

18:08

existing install based territory establishments and then it's really about

18:15

ensuring that again

18:17

the partnership with the go to market leadership with your sales leaders,

18:21

marketing leaders,

18:22

customer success leaders to be on the same page as to what are we truly

18:27

building for the future

18:29

company and with all of those inputs then go through the exercise of ensuring

18:36

that

18:36

you're carving appropriately, you're setting up territories for success.

18:41

Very important to me when you go through these types of transitions for M&A

18:46

activity in the past,

18:48

I've seen cases where unnecessarily you rip away account executives that had

18:55

fantastic

18:55

relationships with their existing customers. So again, putting weight on the

19:00

health of that

19:01

continuity and coverage as well, but it's not a straightforward formula. You

19:07

need to really

19:08

take the time to understand those variables, use your tech stack to draw out

19:14

the right insights and

19:15

then land on a design where all the supporting go to market functions together

19:21

are on the same

19:21

page and can sign off together. Is it helpful in both companies have the first

19:28

first first name?

19:30

That is true. That's a unique one here. Pretty unique. What's your biggest rev

19:39

oops moment?

19:39

Biggest revoops moment is related to rolling out our what to cash solution with

19:47

CPQ.

19:48

There we did not follow the go slow to go fast mantra and in many ways again

19:56

with

19:57

all of the intent of having an end to end fantastic automated solution to

20:04

unlock efficiency.

20:05

We just haven't taken the time to think about all of the corner cases and sure

20:11

that we got

20:11

key stakeholder feedback and it was a painful deployment. There's no other way

20:17

to say it.

20:18

I mean, we have I think world class systems team deal desk with all of the

20:24

right and 10,

20:25

but we pushed ourselves on a timeline that just didn't allow that initial

20:30

successful moment.

20:32

And it was a big learning process where we did have the opportunity to go back,

20:38

get it right, make iterations, put in place building blocks, but it just really

20:45

reminds you

20:46

when you have these big structural releases that are going to be so

20:52

foundational to your company,

20:54

you want to make time for testing, you want to make time to get that key stake

21:00

holder feedback.

21:00

If you take shortcuts, it is going to burn you. I think it was a big learning

21:07

experience for

21:08

many of our team members. Yeah, any other rev obstacles or revoopsies or

21:15

anything there?

21:18

I think another thread on the revoops is jumping to assumptions. We live in a

21:34

world where there can

21:35

be anecdotes that people want to seize onto. And I think on the analytical side

21:40

, when you think about

21:41

the key KPIs that user testing or many other SaaS companies dive into,

21:49

it's so important to be multi-threaded and really understand what's changing

21:56

throughout

21:56

the entire lifecycle and certainly run into issues where we thought we had a

22:01

big

22:02

aha moment in terms of something dramatically changing with a key KPI, but then

22:09

taking a step

22:10

back and looking in the larger context. So that would be one where I'm a big

22:15

believer in

22:16

ensuring that you're looking at multiple lenses when conducting analysis. Yeah,

22:22

that's great.

22:23

All right, let's get to our next segment. The tool shed, we're talking tools,

22:28

spreadsheets,

22:29

metrics, just like everyone's favorite tool qualified. There'll be to be tool

22:34

shed is

22:34

complete without qualified. Go to qualified.com right now to check them out.

22:39

The best tool in

22:40

every revoops leaders toolkit, that's for sure. Josh, what's in your toolkit?

22:48

Or your tool shed?

22:49

Or toolkit? There's a lot. It would take me a long time to go through that

22:56

entire shed, but I'll

22:57

talk through some highlights. Salesforce is our CRM. Pretty much every company

23:04

I've been at over

23:05

the last couple of decades. That's been table stakes to build out your

23:09

integrated tool set.

23:11

Mark Hetto from an automation standpoint, how we're driving the top of the

23:17

funnel activity and

23:18

insights we use Tableau for data visualization. Drift, we recently moved to for

23:27

managing our live

23:28

chat, high spot for storing our enablement assets and ensuring that it's a

23:35

clean streamline view

23:37

for our customer facing folks to engage, use outreach for sequencing. And then

23:44

in terms of

23:47

contacts, company, intelligence, Zoom info is where we've really landed in

23:55

recent years as a

23:56

best landing spot. So there's others that can go deeper on, but maybe I'll

24:01

pause there for now.

24:03

I lost your audio.

24:12

Because I was meeting myself. Yeah, that's great. And so, I think a lot of

24:24

those things, like you

24:24

said, are table stakes now. What are the things that you're pushing into that

24:28

are a little bit

24:29

more at the cutting edge and things that you're trying to push the limits of or

24:34

just stuff that

24:35

you're testing and checking out? Sixth sense and kind of gaining deeper

24:40

insights on intent data,

24:42

I mean, is one that, you know, across marketing and sales, we have a huge

24:47

amount of excitement

24:48

around the potential there. We, you know, we do follow what I consider to be a

24:53

pretty classic

24:54

sales cycle model where we start at the top of the funnel with inquiries and M

25:00

QLs. And I do see

25:03

for those of you out there that are not yet using intent data, but getting

25:07

getting that data and

25:09

insight as to who's engaging with your brand, your website, as a means to

25:15

really revolutionize

25:17

the way that we engage with our ideal customer profile and being able to over

25:23

time layer that

25:25

to understand their buyer journey, layer that with, you know, a knowledge of

25:30

which verticals we

25:32

typically win at and which particular departments do we need to engage? And I

25:37

just,

25:37

we're still early stages in terms of leveraging all the insights that that

25:43

intent data can provide.

25:44

But this is one where I'm super excited in terms of how, you know, how this can

25:49

change the game and

25:50

open up new means of us getting closer with our customers.

25:54

Yeah, it's really amazing. I mean, the tools that can give you more information

26:02

about what's

26:02

happening on your website and intent and all the ABM platforms are really

26:06

exciting. Obviously,

26:08

you know, tools like Qualified are amazing sponsor of figuring out who the heck

26:14

is coming to your

26:14

website, how to talk to them faster. I mean, if I liked you said revolutionary,

26:19

because that's

26:19

what it feels like. It feels like a shift. I mean, it feels like a huge shift.

26:25

And I think there

26:26

are some, you know, scuttle butt about sort of like using ABM as a term and the

26:32

vendor is creating

26:34

it all of this or something, but it's like, it's true. I mean, it is, it is, it

26:38

feels really different.

26:40

And it feels like when you're not investing in those things, you kind of don't

26:45

know what you're

26:46

addressing. Absolutely. And I, I think doing, again, kind of doing the homework

26:53

, understanding how

26:54

other companies are leveraging some of these newer technologies, but you're

26:58

absolutely right. If

26:59

you're not leveraging intent data, you're missing an entire, you know, sea of

27:06

data and insights that

27:08

can be shaping your sales cycles in an entirely different way.

27:12

Okay.

27:14

between leading

27:16

What about some metrics that matter to you?

27:24

Yeah. I mean, with metrics, it's, I mean, this is an area I'm very passionate

27:32

about, where,

27:34

you know, philosophically, it's really about establishing that balanced view

27:41

and lagging indicators for demand gen all the way through to sales, where,

27:47

again, if you're only

27:48

focused on one piece of the puzzle, you can pretty much fall off a cliff in

27:54

terms of the business

27:56

health quickly. So, you know, today, in terms of that life cycle, you know, I

28:02

break it into different

28:03

quadrants where we're looking at the demand gen. And like we talked about

28:07

earlier, understanding

28:09

marketing qualified leads, earlier in the conversation, we talked about our BDR

28:14

s,

28:14

and they're pairing with account execs to generate, you know, sales qualified

28:19

leads, sales generated

28:21

leads, and understanding what are the win rates there, which specific campaigns

28:27

and efforts are

28:27

paying off and where we see in the ROI. But then following that, you know, it

28:32

turns into activity.

28:34

And with our SDRs and BDRs, what is the activity be it? Number of emails, calls

28:43

, buyer interactions

28:45

that are taking place that allow for that sweet spot where we know not every

28:51

single buyer is the

28:52

same. I mean, I've got colleagues that will pick up the phone for every unknown

28:59

spam potential

28:59

call days. Again, they're crazy. I don't. I can't. I don't.

29:04

No way. Are you kidding me? There's no. I mean, I get 50 emails. I mean, maybe

29:11

not a day, but I get

29:12

at least 15 just emails. Absolutely. And then it's about finding the balance. I

29:20

mean, knowing that

29:21

yes, there's those outliers that will pick up their phone on all those

29:24

occasions, but others that

29:26

need prompts via email or LinkedIn and making sure that we find the sweet spot

29:31

for that multi-touch

29:33

reactivity. And then, you know, measuring there, where are we finding our sweet

29:38

spot? It really gets

29:39

into understanding the pipeline. We're here. We can go super deep. And at our

29:45

company, it's very

29:47

much about we bring together leadership to study the pipeline deeply in terms

29:52

of knowing what's

29:53

changed in the average sales cycle, you know, getting forward looking in terms

29:59

of that

30:00

pipeline to quote a coverage ratio, understanding win rates and where they

30:05

spike in or where they

30:07

challenge on an ongoing basis. And kind of connecting the metrics on the

30:13

pipeline side,

30:14

you know, it is about turning your lens to performance. And obviously, on the

30:21

journey,

30:23

when we were VC backed, fairly high growth on the road to be IPO. And

30:28

definitely,

30:29

once a public company, that forecast accuracy becomes so paramount and

30:34

important. And again,

30:36

knowing when to add kind of fuel to the fire and when to add reps and get that

30:45

total target

30:46

attainment balance becomes critical. And for SaaS, you know, it's all about

30:52

retention as well. So

30:54

getting those customer insights as to where, you know, where is adoption

30:59

successful, where is

31:01

healthy usage or where are there gaps? And then, you know, we're very deep in

31:06

analyzing

31:07

gross retention. So ensuring that we have a healthy amount of our existing

31:13

customers renewing

31:15

and coming back and focus, as well as net retention. So understanding what's

31:20

the growth on top of

31:21

that existing contracts to ensure that we're driving some healthy expansion and

31:27

showing more value to

31:29

our customers. Specifically with outbound, because you run it, I'm curious, any

31:37

metrics on

31:38

that stuff that you're talking about, number of calls, number of emails, any

31:42

things that you see

31:45

out there? Yeah, it's I call it a delicate balance where the

31:52

I've been at companies where there's such a focus on ensuring there's volume

31:58

that, again,

31:59

you can get into kind of what many term that spray and pray approach where we

32:06

're very much

32:07

focused on inspecting the quality, making sure that the BDRs are taking the

32:13

time to research

32:14

companies, understand the person that they're speaking out to and relate to

32:20

topics that are

32:22

going to be relevant for them. So for us, it's sure we don't want to see a

32:29

number of

32:30

outbound touches fall to an unhealthy level, but it's more so important to

32:35

ensure that the quality

32:37

of the interaction, the partnership and the planning with the account exec to

32:42

understand

32:43

what are those high priority companies and verticals and personas that you want

32:49

to be engaging with.

32:50

That becomes such a critical aspect of the job and the coaching and the

32:57

inspection that we want

32:58

to provide for their success. Any blind spot that you have that you're like, oh

33:03

my gosh,

33:03

I wish I could measure this better. Blind spot, I would lean towards sales

33:08

place where, you know,

33:10

we have this fantastic solution. User testing can provide insights to any

33:17

customer, any vertical

33:19

to get closer to their users and informing them to make better decisions about

33:24

the way they run

33:24

their business, the way they design their product solutions and experiences.

33:29

And for us, designing

33:32

sales plays and thinking through the right messaging and making sure we're

33:36

getting that feedback loop

33:38

from our reps as to what's landing and what's not. That's the one I haven't

33:43

fully cracked. We've

33:45

created the fields, we've tried to capture the particular plays being run, but

33:52

unless you take

33:53

the time to really listen to calls or survey reps at large, which obviously you

34:01

can't conduct

34:02

on an ongoing basis, we need to find a way to better capture those insights as

34:07

they're happening.

34:08

That's a sales play insight is one that definitely high on the list to solve

34:13

for.

34:14

Yeah, that's great. Any thoughts on marketing attribution?

34:22

They're sort of boring thoughts on attribution and having to not work in this

34:31

new sort of the

34:32

self-identify thing working really well to find out more information there just

34:39

curious on

34:40

on attribution and also multitouch and ABM and all this stuff. It's like you're

34:43

not

34:44

sourcing a lead in traditional ways a lot of times anymore anyways.

34:49

Absolutely. I'm a big believer in studying multitouch attribution. I've been at

34:56

companies

34:57

where we go back and forth in terms of analyzing is the lead source, the holy

35:05

grail. Where did this

35:06

individual originate from? I've always believed it's critical to understand

35:13

what are the touch points

35:14

on that sales journey that get you across the line. We do. We're blessed with a

35:21

fantastic

35:21

marketing ops team that recently actually spun out from our RevOps team reports

35:26

into a group that

35:27

we call the digital demand center. Very delete. I didn't know that.

35:32

Yeah, exactly. They're able to give us just really fantastic insights into

35:41

different segments,

35:42

different campaigns that are providing effectiveness on the sales journey.

35:47

Again,

35:47

as you start to learn about that multitouch attribution, you can think through

35:54

for different

35:54

segments and verticals of the market. Where do we want to place a campaign if a

36:01

sales cycle is stuck?

36:02

Where do we want to nurture leads that have gone cold? Where do we want to

36:09

provide

36:10

supporting information or invite groups to important events as they're at later

36:16

stages as well?

36:17

Absolutely getting that insight to not just understanding the lead sources, but

36:23

the influence

36:24

of multitouch is critical. Any other cool stuff that you're doing with data or

36:31

any,

36:33

I don't know if you're pro spread sheet or anti-spread sheet, but are any other

36:38

spread sheet thoughts?

36:39

Lots of spreadsheet thoughts. I would say we're trying as much as possible to

36:47

build automation and

36:49

scale through tools like Tableau, where we can build can reports and set a

36:55

broad array of users

36:57

up to be more self-serve because I certainly don't have the number of RevOps

37:02

analysts that can be

37:04

engaging with employees throughout the company on a regular basis. I think in

37:10

terms of broad

37:11

spreadsheet thoughts, it's interesting. I think one is really about visual

37:17

representation. I've

37:19

definitely worked at companies and with colleagues that love to experiment with

37:25

all sorts of views,

37:27

beautiful pie charts and others. I'm very much of the mindset that a trended

37:33

view is usually your

37:35

best default position where you're wanting to understand how things change over

37:40

time.

37:41

I view RevOps as needing to be historians that can understand how we got to

37:48

present day and

37:49

helping to predict and guide our go-to-market leaders on where to make the best

37:54

decisions for

37:55

the path forward and getting just a snapshot view of data at one point in time

38:01

via pie chart.

38:02

It just tells such a small slice of the overall story. That would be one. In

38:09

terms of favorites,

38:11

there's a few that I'd point to. I think one is very much studying and

38:18

understanding

38:20

your close loss reasons and your churn and downsell reasons. This, again,

38:26

understanding over time,

38:27

what's changed has there been a new competitor that emerged? Has the economy

38:32

changed so that budgets

38:33

are drying up? That's one where you just need to stay on top. Another of you,

38:40

like I alluded to in

38:41

the metrics discussion earlier, very much important to understand pipeline

38:48

trends over time from

38:50

a few perspectives. We like to layer win rates as well as seeing deal slippage

38:58

and what pushes

38:59

to future quarters in the same view. You can understand over time, look, are my

39:06

number of losses

39:08

piling up? Am I having a sales cycle slowness? What's truly happening here?

39:14

Getting those

39:16

multi-dimensional views into pipeline analysis is another big one. Then a

39:23

simple one that tells

39:24

more of a story than you'd expect. Really measuring out the count of new logo

39:31

or expansion deals

39:33

and the average sales price over time. You're able to understand, are you

39:39

relying on new logo

39:41

acquisition versus not leaning into your install base enough as well as

39:46

understanding, is there

39:47

a healthy baseline to preserve the average sale price, the healthy margin for

39:52

the business over

39:54

time? Those would be a few of my favorites. Are you building that stuff in

39:59

Tableau or were you

40:02

building that stuff? Mostly Tableau. The goal is really to build everything we

40:07

can in Tableau so we

40:08

can get it out to the masses and the self-serve format and not allow our teams

40:14

to scale for

40:15

success. Okay, let's go to our final segment. Quick hits. These are quick

40:18

questions and quick

40:19

answers. Josh, quick hits. Are you ready? I'm ready. Yes. Number one, if you

40:26

could make any

40:26

animal any size, what animal and what size would it be? I'm tough one because I

40:31

consider myself

40:33

a naturalist but if I had to choose one, I'd probably go with a miniature tiger

40:38

Oh, well, I feel like tigers are something that deserves to be miniature.

40:46

Just as long as it doesn't start eating all of our birds. It's got to be an

40:53

indoor pet maybe.

40:55

Yeah, an indoor tiger. I like it. Is there a RevOps misconception out there

41:02

that you have?

41:03

I think a big misconception I see that's really emerged over the last few years

41:09

is that automation

41:10

and AI can solve all your problems. I think taking the time to establish work

41:17

flows that fit your

41:19

business's needs and being thoughtful in the way you feed your analytics tools

41:25

with the right

41:26

data sets and ask the right questions to understand risks and opportunities is

41:31

critical. I worry

41:33

sometimes with the breadth and the strength of the tech stack that's emerged,

41:39

it can make people

41:40

lazy in some respect and taking a step back and asking the right questions for

41:45

the business health.

41:52

Do you have a RevOps prediction for the next year? My RevOps prediction would

41:58

be there's a major

42:00

consolidation of tools coming. On one hand, I think it's the customer's desire

42:07

where I just,

42:08

I talked to a lot of my friends and contacts in the industry and I think

42:14

managing the current tech

42:16

stack with a lot of niche solutions has become unmanageable in some respects. I

42:22

've also seen

42:23

the current challenging economic environment we're in. It's pretty ripe for

42:28

bringing some of

42:30

these tools together. That would be that consolidation of tools would be my

42:35

prediction for the next year.

42:38

It's funny, you really see it, and I think maybe this sort of VC market

42:45

landscape will really change

42:46

that, but you really do see some of these unicorn tools where you're like, two

42:50

or three of these

42:51

jammed together and you're like, this would be an extremely formidable thing.

42:55

It would be very

42:56

fascinating if there's more interoperability with some of these things. But

43:01

yeah, there's a few

43:04

vendors in certain spaces where you're like, it's just, I like this part of you

43:10

and I like this part

43:11

of you and you guys should just merge together. Absolutely, yeah.

43:15

If you weren't in RevOps or business at all or sitting hanging out with all the

43:29

editors at the

43:30

Californian over at the great University of California, what do you think you'd

43:37

be doing in your career?

43:38

Yeah, that's a good question. There's a creative side that I feel like I get to

43:48

use in the RevOps

43:49

job in terms of the way you explore business, but I'd love to create content. I

43:55

'd love to maybe take

43:56

a step back, try my crack at writing the novel. So I think doing something more

44:04

in the creative

44:05

realms would be a treat for me. What's your best advice for a first time? Rev

44:13

Ops later?

44:14

Best advice would be do your homework. Don't take shortcuts in terms of

44:23

understanding the business.

44:25

Building a network is critical and inviting feedback. In many cases, unless it

44:34

's a truly unique business

44:35

model, RevOps is about approaching opportunities and challenges that have often

44:43

been solved before.

44:44

And I think the key is being humble and inviting that feedback and seeking it

44:49

out. I think many,

44:52

many companies try to create their own bespoke alternative processes when there

44:58

's absolutely

44:59

no need for it. So that would, my ultimate advice would do your homework, but

45:06

ultimately focus on

45:07

building a network of reliable friends and resources that you can be engaging

45:13

with to test ideas on.

45:14

Love it. Josh, thanks so much for joining. For listeners, you can go check out

45:20

usertest.com.

45:22

To learn more about the cool stuff that they're doing. Josh, any final thoughts

45:27

? Anything to plug?

45:29

I'd plug user testing. Again, fantastic platform for delivering human insights

45:37

to your business,

45:39

to being able to design stronger solutions, better business processes. I wanted

45:45

to thank you,

45:47

and really enjoyed the conversation and the hour. So really appreciative of the

45:51

opportunity.

45:52

Awesome. Thanks, Josh. And take care. Thank you.

45:58

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