💬 RevOps Discussions

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maggiebutler on September 14, 2020

Welcome to the OpsLife community! Introduce yourself here 💬

OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n read more

16 upvotes

105 Replies

Jnix284

Thought Leader | Partner

March 07, 2023 16:36

Hi 👋🏻 @shyannehkr welcome to OpsLife! 🙂

Solved

CHouston6 on February 19, 2023

What lifecycle stage should I use if the associated deal is 'close lost'?

Hi guys, I'd love to know how people are dealing with the lifcycle stage of contacts that are associated to a deal that's close lost. Should I create a new lifcycle stage for these contacts? Or, should I create a workflow that changes them read more

Reply Data Quality MarketingOps Process RevOps SalesOps

1 upvote

3 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

February 19, 2023 21:48

Hi @CHouston6 , This depends a bit on how what you're expecting from the contacts associated to those deals in the future. If you don't expect...read more

Solved

MarcosBarcelos on February 05, 2023

ICP: WHEN TO RE-EVALUATE

DISCUSSION How to know when to re-evaluate your icp? MOTIVATION During the content marketing course, Hubspot . From this he teaches how to create content based on the golden globe, developing intere read more

Reply MarketingOps Process RevOps

4 upvotes

3 Replies

Accepted Solution

jolle

Key Advisor | Platinum Partner

February 07, 2023 13:44

Thanks for the tag and great question, @MarcosBarcelos ! Echoing @danmoyle , I agree that the ICP is something that evolves over time. I thin...read more

Solved

jolle on January 24, 2023

Balancing internal employee experience and external customer experience

Hey, all! I'm gearing up for the RevOps Bootcamp next week and have been thinking through the balance between keeping customers delighted and employees happy, especially for companies that are changing their processes. Sometimes, I think that read more

Reply Alignment Perspective Process RevOps

3 upvotes

5 Replies

Accepted Solution

MarcosBarcelos

Participant

January 27, 2023 02:39

@jolle I think this is an insight that occurs often. "Do you feel like there's a definable point when the internal team will suffer as a result o...read more

MariSuper on December 07, 2022

Year End Data Cleaning to give 2023 RevOps more impactful results!

As the year comes to an end, it’s time to review, clean up, prepare for the new year, launch new products, build new OKRs and goals, and re-energize our teams! It’s a lot! But it’s really important to analyze, evolve your CRM & clean the dat read more

Reply Automation Data Hygiene Data Quality MarketingOps Process RevOps SalesOps ServiceOps

4 upvotes

3 Replies

HDamásio

Participant

December 12, 2022 06:01

Thanks for sharing @MariSuper !

Solved

MarcosBarcelos on December 03, 2022

The importance of documenting insights and the experience on SalesOPS

Knowledge is the way. MOTIVATION After analyzing some sales processes, we faced something that we as sales ops should do: the documentation. So that when proposing a new strategy, new activities, or pipelines we would have an e read more

Reply Process RevOps SalesOps

2 upvotes

2 Replies

Accepted Solution

JenBergren

Guide | Diamond Partner

December 19, 2022 09:17

Thanks for sharing @MarcosBarcelos , documentation is one of my favorite topics, everyone should do it including sales ops, yes! I like your focus ...read more

Solved

ManuelI on September 21, 2022

Trigger Workflows on association changes?

Hey y'all. we are working extensively with custom objects and they are more and more becoming integral part of our CRM. We are a B2B Saas company that offers subscriptions. One company can have multiple subscriptions or a subscription can have mu read more

Reply Automation Process RevOps

3 upvotes

6 Replies

Accepted Solution

JBeatty

Guide | Diamond Partner

September 22, 2022 08:03

Hi @ManuelI , My go to when needing to run workflows on association changes is setting up a calculated property for example on a Company that ...read more

ktfritchen on September 19, 2022

SDR/AE Prospecting & Lead Management Process?

Marketing “oldie” but SDR/AE process newbie here. I'm working on re-vamping our lead management process and am wondering if anyone out there would be willing to share their advice and/or how they do it. Here's some context: We're a super sma read more

Reply Process

1 upvote

5 Replies

LordGregory

Participant

November 17, 2022 15:55

This is why observation skills are critical. great write-up mind if I share it?

nthatcher-airbr on June 08, 2022

How to create Workflow Enrollment Trigger from Custom Integration

Hello RevOps community, I am trying to create a workflow that sends email notifications to customers that have a failed payment on our platform. We are currently receiving the notice in Hubspot through a custom integration with our application i read more

Reply Integrations Process RevOps

0 upvote

0 Reply

jbogaert on May 11, 2021

The Buyer's Journey: how do you communicate it to your customers?

Hi everyone, I was reading this blog post this morning by Jenn Deering Davis this morning and it got me thinking. Jenn rightly states that for customer hand-offs to go well, they need to be smooth, but also clearly communicated . While the read more

Reply Alignment Process

0 upvote

0 Reply

Solved

FelipeFelix on April 27, 2021

Any document management system for compliance teams?

Hello! My Compliance Team needs to verify our customer's identity before we send a contract (with government-issued personal documents, bank statements, and other documents), in HubSpot, we can't segregate those documents access enough to be sec read more

Reply Integrations Process

2 upvotes

4 Replies

Accepted Solution