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.

“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

5 Reasons Your Sales Team Is Losing Deals

The Ultimate Guide to Revops Roadmap is the secret to thriving as a strategic Revops team. It’s an actionable step-by-step…

Download

Coach Your Reps to Success With Sales Leading Indicators

The Ultimate Guide to Revops Roadmap is the secret to thriving as a strategic Revops team. It’s an actionable step-by-step…

Download

The Ultimate Guide to RevOps Metrics

The Ultimate Guide to Revops Roadmap is the secret to thriving as a strategic Revops team. It’s an actionable step-by-step…

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