EBOOK

Ultimate Guide to RevOps Roadmaps

The Ultimate Guide to Revops Roadmap is the secret to thriving as a strategic Revops team. It’s an actionable step-by-step guide to escaping the tactical firefighting mode and turning the tables to think and act more strategically.

Features crowdsourced insights from Top Revenue Operations professionals who have been in the trenches.

In this Ebook:-
  1. Remove the Guesswork

Whether you are a new Revops Leader or a veteran. Eliminate the impromptu mid-quarter additions and a “this feels right” approach to Roadmaps. Get a Framework to design a revenue-impacting roadmap that moves your team’s needle.

2. Templates and Checklists

Grab templates and checklists for each step of the process to ensure your team is adopting the best practices and that nothing falls through the cracks.

3. Tips from experts

Insights featuring Top Revenue operations leaders who have led teams in all verticals and sizes. Learn from their best practices, internal processes, and operating philosophies.

Featuring Insights from:
  • Blake Kendrick

    On Executing an interview-led discovery process to surface gaps in your GTM engine.

  • Jen Igartua

    On Customer Journey Mapping and Prioritising Roadmap Projects.

  • Asia Corbett

    On determining the objectives for your roadmap and designing your roadmap.

  • Anastasia Vasiutina

    On driving alignment across different functional groups.

  • Eddie Reynolds

    On executing your roadmap with a solid review cadence.

“We use Nektar to get activity data. The information about your in-flight deals – how are we engaging with the buyer, how many touchpoints we’ve had, what meetings were held, how the buyer responds – is the foundational information that your deal review and forecast rests on.”

Abhimanyu Mukherjee
Abhimanyu Mukherjee
VP Sales India

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Salesforce

  • Bi-directional integration with Nektar.
  • In real-time, automatically create contacts and sync emails and meetings against corresponding accounts, opportunities, and leads.
  • Automatically create historical contacts and sync historical activities that are related to a new, ongoing opportunity. (We call this Time Travel!)
  • Self-heal any erroneous/outdated contacts, contact roles, and activities.
  • Nektar only creates additional records on Salesforce or augments existing records. It never deletes information or overwrites anything.

Gmail

    • Fully automated data capture. No browser extension, email sidebar, or email forwards.
    • Automatically create contacts in your CRM by capturing them from the ‘from’, ‘to’, and ‘cc’ in emails.
    • Enrich your contacts automatically by capturing the job title, phone number, and social profiles from email signatures.
    • Sync every inbound and outbound email automatically into your CRM against the right account, opportunity, and leads.

    Google Calendar

    • Fully automated data capture. No browser extension, email sidebar, or email forwards.
    • Sync one-time meetings or recurring meetings seamlessly into your CRM, along with the meeting title and schedule.
    • Capture email addresses and automatically create contacts in the relevant account and opportunity in your CRM.
    • Without worry, capture any updates made to a calendar invite – modifications to the participant list and/or the schedule.

    Slack

    • Push revenue intelligence notifications to specific channels and individuals.
    • Notify non-CRM users as well, for example, your engineering, product, finance, legal teams.
    • Define the date and time for delivering the notifications.