How do you automate as much of the data consolidation and reporting process as possible?
1 Answer
Tyler Will
Intercom VP, Sales Operations | Formerly LinkedIn • October 25
Maybe this is too simplistic of an answer, but the more you can standardize the output and keep it consistent from week to week or month to month, the easier it is to automate. My team works on a number of recurring reporting activities and we (and our partners on other teams) have really pushed to produce the same content as much as possible. That has allowed us to build dashboards, reports, scripts, and slide templates that we can quickly populate. Then, we invest our time in the insights (i.e., the "so what") of the material or doing a deep-dive in a few interesting places. That creates a lot more value for the business than everyone working really hard to produce the basic facts each cycle.
1117 Views
Top Revenue Operations Mentors
Ana Rottaro
Clockwise Head of Revenue Operations
Azim Mitha
HubSpot Interim Sales Director (Asia)
Alok Kolekar
Podium Sr. Director, Revenue Operations
Brian Vass
Paycor VP, Customer Experience Operations
Tyler Will
Intercom VP, Sales Operations
Lauren Davis
Checkr Director, Revenue Operations
Sowmya Srinivasan
HubSpot Vice President of Revenue Operations
Cambria Moreno
The Riverside Company Director of Revenue Operations
Michael Hargis
Tealium SVP, Revenue Operations
Katie Cook
Salesforce Senior Director, Sales Strategy & Operations
Related Questions
What steps do you take to continuously improve the relevance and usefulness of your dashboards and reporting?What are some examples of successful initiatives that have been driven by insights from RevOps?How do you balance the urgent reporting needs in a company with how much time you actually have in a day?How do you go beyond just reporting and have a more strategic voice in how things get done?What is your framework for how to think about your data and reporting stack?How do you ensure that your RevOps reports are actionable, leading to strategic decisions and improvements in processes?