How to Implement the RevOps Framework

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Your Guide to Implementing RevOps

Learn how this guide will jumpstart RevOps for your team.

1. What is Revenue Operations?

Revenue Operations (RevOps) is a B2B function that aligns marketing, sales, and customer service teams around their customers. RevOps requires a CRM, like HubSpot or Salesforce, but RevOps itself is not simply a CRM implementation. 

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2. The Three Building Blocks of RevOps

People, processes, and systems.

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3. RevOps vs. Siloed Teams:
How Are They Different?

At a fundamental level, siloed teams exist in a vacuum. There’s very little communication between departments. And, if there is communication, it’s almost always aimed at achieving an agenda or a self-serving motive. In addition, disjointed teams do not spend a significant amount of time outside their responsibility areas. Meaning that marketing focuses solely on marketing, the sales team stays heads down in deals, etc.

This used to be the norm. But, things have changed. And this doesn’t work anymore.

What works now? →

4. Designing a RevOps Team

Building a RevOps team is a marathon, not a sprint. Sometimes these team members already work at your organization. And, sometimes, you’ll spend months interviewing candidates or agencies until you finally find the right match. Whichever route you take—don’t rush it. This team will largely determine the future success of your company. So it’s not a decision to take lightly.

Who's on a RevOps team? →

5. Measuring Success with RevOps

It’s fair to assume you have a pain point that’s brought you to this piece of content. Maybe that’s underperforming sales forecasts, an ever-decreasing marketing budget, or a high-tension workplace you’re ready to change. But, whatever brought you here today is the inspiration for implementing RevOps at your company. And it should be at the center of how you measure success while rolling out your RevOps strategy. 

Show me RevOps metrics →

6. Baby Steps: Getting Started with RevOps

RevOps is a B2B function focused on aligning your people, processes, and systems with your customer’s needs and wants. Implementing RevOps at your company is not a simple feat. It’s a cultural revolution and requires full buy-in and alignment from all decision-makers and departments at your company.

But, not to fear, it’s a totally doable process. It’s just not going to be easy. But, then again, is anything?

Walk me through the 5 baby steps →

Meet the Author

The Creator Behind the Guide

Lauren works in HubSpot & Salesforce every day and has helped many teams design and implement the RevOps framework for their organizations. Benefit from Lauren's experience in this in-depth guide!