EBOOK

The Ultimate Guide to RevOps Metrics

Prioritise! Prioritise “Prioritise!” is the most common Revops wisdom we come across while scrolling through LinkedIn. As RevOps professionals, we are buried nose deep in metrics all across the board. With so many things to track, it’s easy to give in to the temptation of pulling up a Salesforce report and dropping it on Slack.

Prevent your RevOps team from digging their own graves with this coffin of vanity metrics.

But, what are the metrics that can move the needle in a sea of excel sheets and salesforce reports right at your fingertips?

The answer lies with the 7 RevOps Metrics you will find in this ebook

The Ultimate Guide to RevOps Metrics

In this e-book you will find:

  • What are the RevOps metrics that matter?
  • How to troubleshoot and work on the metrics to improve them?
  • What are some of the industry benchmarks for the metrics?

“The reason we chose Nektar is because most activity capture solutions do fairly rudimentary matching… like some domain matching. But there’s a lot more intelligence you can apply to the matching process to get accurate opportunity data. That’s the gap that Nektar fills.”

Matt Baker
Matt Baker
Head of Revenue Systems & Strategy

Other recommended Ebooks

Ultimate Guide to RevOps Roadmaps

Prioritise! Prioritise “Prioritise!” is the most common Revops wisdom we come across while scrolling through LinkedIn. As RevOps professionals, we…

Download

5 Reasons Your Sales Team Is Losing Deals

Prioritise! Prioritise “Prioritise!” is the most common Revops wisdom we come across while scrolling through LinkedIn. As RevOps professionals, we…

Download

Coach Your Reps to Success With Sales Leading Indicators

Prioritise! Prioritise “Prioritise!” is the most common Revops wisdom we come across while scrolling through LinkedIn. As RevOps professionals, we…

Download
Close
Close

Google Meet Coming soon

  • Fully automated data capture. No bot attendee.
  • Capture uninvited meeting attendees and add them as contacts in your CRM against accounts or opportunities.
  • Capture the invited attendees and add them to the corresponding opportunities.
  • Capture the invitees vs attendees information and add it in relevant opportunities

MS Teams Coming soon

  • Fully automated data capture. No bot attendee.
  • Capture uninvited meeting attendees and add them as contacts in your CRM against accounts or opportunities.
  • Capture the invited attendees and add them to the corresponding opportunities.
  • Capture the invitees vs attendees information and add it in relevant opportunities

Slack Coming soon

  • 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.

Zoom

  • Fully automated data capture. No bot attendee.
  • Capture uninvited meeting attendees and add them as contacts in your CRM against accounts or opportunities.
  • Capture the invited attendees and add them to the corresponding opportunities.
How to Integrate Nektar and Zoom

Outlook 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.
  • In real-time, capture any updates made to a calendar invite – modifications to the participant list and/or the schedule.

Outlook

  • 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.

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.

Snowflake Coming soon

  • Get all the communications data(Gmail, Zoom, Microsoft, etc) pushed directly into Snowflake
  • The integration eliminates the need for periodic data exports from SFDC to Snowflake.
  • Automatically create historical contacts and sync historical activities that are related to a new, ongoing opportunity. (We call this Time Travel!)
  • Leverage Snowflake’s robust data warehousing capabilities for advanced analytics.

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.
Close

Product Tour is best experienced on Desktop