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?

“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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Every revenue leakage can be traced back to touch points and activities.

Actionable insights, powered by full-funnel revenue data is the solution.

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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.

    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.

    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.

    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

    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.

    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.

    Hubspot Coming soon

    • Automatically create contacts and sync sales activities into HubSpot.
    Coming soon. Get notified when we launch.

    LinkedIn Coming soon

    • Bring all buyer-seller interactions on LinkedIn to your CRM
    Coming soon. Get notified when we launch.

    6 Sense Coming soon

    • Merge intent data with first-party data and enhance account-based sales success.
    Coming soon. Get notified when we launch.

    Clearbit Coming soon

    • Enrich Nektar-captured first-party contacts with Clearbit data and gain access to buying group movements.
    Coming soon. Get notified when we launch.

    Microsoft Teams Coming soon

    • Bring all buyer-seller interactions on LinkedIn to your CRM
    Coming soon. Get notified when we launch.
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