How to Build a Revenue Operations Capability and Charter


Overview

Designed for chief revenue officers and revenue operations (RevOps) leaders, this strategic guide focuses on establishing and enhancing a revenue operations function, integrating marketing, sales, and customer success business functions for improved commercial efficiency.

The document stresses the importance of RevOps in unifying topline functions and ensuring continuity across the customer experience and in covering the entire customer lifecycle, from prospect to loyal customer, which is a broader scope than traditional sales operations.

Key areas covered include:

  1. Revenue Operations Structure and Scope - Details the structure of RevOps and its expansive scope, which spans capabilities critical to all go-to-market functions.

  2. Creating a Revenue Operations Charter - Guides revenue leaders on defining a charter, including engaging with C-suite leaders, defining necessary data for decision-making, and outlining common responsibilities.

  3. Impact on Cross-Functional Partners - Highlights how RevOps supports various functions like product, customer support, IT, HR, finance, marketing, sales, and the CEO, aligning their objectives with revenue goals

  4. Client Examples - Illustrates the implementation of RevOps charters and their impact on business outcomes

Chief revenue officers and RevOps leaders can use this guide to build or refine a Revenue Operations framework that aligns with their organization’s strategic goals, driving efficiency and effectiveness across all commercial functions.


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