Unifying Methodology, Process, and Systems

SaaSOpen, March 2024 Unifying Methodology, Process, and Systems: Let’s Get… Sandy Robinson, M.Ed. SVP, RevOps & Enablement

Flavor of the Week! The Problem…

Methodology Process Technology Revenue Enablement Revenue Operations

Let’s Get…

Line it Up: Process - layout the steps, timing, people, update your Playbooks and Customer Journey Maps! Initiative: This is the New Sales Methodology, Initiative, Product Launch, etc. Technology: all of your RevTech Critical tools: CRM, Call Intelligence, and Enablement Reporting, Monitoring, Measure Engagement Success Continuous Improvement and Iterations L I T

L I T Agile Sales The Story of…

Still Going.. Saved COUNTLESS hours of meetings to collaborate on large enterprise deals Agile Sales is still going strong since 2021 In 2021 closed the biggest deal to date, largely attributed to the close collaboration due to the success of the methodology implementation Quote from an AE to me who is no longer there! “XYZ Company is not on same level as you were at Nymbus. Honestly. I didn't appreciate that Kanban/Opportunity task tracker at Nymbus until now seeing we don't have it. So props to you for that and your onboarding which was way better than XYZ Company!” – Enterprise Account Executive

Line it Up: Process - layout the steps, timing, people, update your Playbooks and Customer Journey Maps! Initiative: this is the New Sales Methodology, Initiative, Product Launch, etc Technology: all of your RevTech Critical tools: CRM, Call Intelligence, and Enablement Reporting, Monitoring, Measure Engagement Success Continuous Improvement and Iterations L I T

Revenue Operations Revenue Enablement

Let’s Get…

March 28th-29th, 2024 Thank You! www.SandyElevates.com Sandy Robinson, M.Ed. SVP, RevOps & Enablement