RevOps

At this point, you have heard quite a bit about what is Revops, who its for, wny you should do this and how to do it. But to the real “meat and potatoes” of the situation; What can you expect as results from aligning your sales and marketing efforts, better known as RevOps? So many things!

First of all- a real synergy and feedback loop will be created within your organization! When sales feels empowered to bring ideas to marketing, magic happens! And when marketing feels empowered to ask sales questions and get info to infer into marketing collateral- again magic! So lets dive into the SPARKLE section of this piece, and learn more about the outcomes of aligning sales and marketing with revops tactics.

Your sales process- improved!

This is what sets the foundation for your sales team and helps you deliver success to your leads and customers. We have several styles to choose from, whether it's inbound or outbound- your company will have to choose a model that works best for you. Let's start improving your process now. 

Key Tactics: 

1. Preparation & Prospecting

2. Using Sales Reports

3. Leveraging Your Sales Pipeline

Be Empathetic In Your Sales Process as You Prepare & Prospect
Building relationships starts with being personable and real. Conversation is key to understanding the needs of your prospective clients, so be prepared by having a few questions in mind - but don't forget about actively listening which will uncover any potential pain points you can help solve! Being an organic human allows trust to develop from the outset, setting yourself up for successful partnerships down the line.

And here a a few tactics to excel in this process:

1. Have a set of questions for your sales team to ask
   
   
2. Look up the company on Linkedin and check out their website
   
   
3. take notes to demonstrate you took the time to do your research.
   

Set Up Your Sales Dashboard 
Want to get the most out of HubSpot? Customize your dashboard with meaningful reports that can help you discover what tweaks and optimizations will make all the difference in improving outreach. Without tracking, we're left guessing our performance – so use data-driven insights from available reporting tools to inform key decisions!

Try this report Closed Deal Amount vs. goal 

Go to the report Library and filter reports by deals.

Configure Your Sales Pipeline 
To best understand the customer journey, begin by breaking down each step leading up to their purchase. Name these steps based on what action your customers are taking and create a straightforward process for gathering essential information from them as they progress through it. To ensure accuracy in data collection, consider making certain questions mandatory fields within your pipeline after an initial demo - such as whether or not another meeting should be scheduled with decision-makers of the organization.

In most cases you will already have a sales process established, but taking the time to sync your HubSpot account with your sales system is a best practice. Leverage the pipeline, sales reports, and other sales tools to enable your team to streamline the repeatable steps and easily identify areas for improvement.  

Interested in how to nail your exploratory calls with prospects? Download our playbook to inform your calls .

What Is a Meeting Link?
A meeting link is a digital link that allows prospects to connect with you remotely via call, video, or live chat. When customers click this link, they're taken to a landing page, in most cases, your calendar, where they can schedule the meeting or call. 

You can easily share the digital link via email or newsletters, text messages, or the customer's social media pages. 

How Can a Meeting Link Improve the Customer Journey?
Sharing a meeting link will improve the customer journey in so many ways, so we wanted to break it down into the top 7 ways below, and then guide you on how to do it yourself, enjoy!

1. Saving Time and Resources
   Face-to-face meetings can be costly and unconvincing, especially for the customer. They might need to travel, miss work, and use other resources to interact or engage with your brand. Not to mention the unfortunate event your calendar is full and might not be able to accommodate them.
   
   A digital meeting link facilitates a meeting only when it's most convenient for both parties. That way, the customer can save time and resources on purchases rather than scheduling appointments.
   
   
2. Provide Vital Information Promptly
   The customer purchase journey is also challenging to the customer as it is for you. With the numerous competing brands, the customer usually needs help choosing. Further, while the customer has a specific product or service in mind, they require more information before making the purchase and after.
   
    A meeting link facilitates a meeting from where the customer can get all the information they need regarding the deliverable. You'll provide vital information - when they need it the most - to help them make an informed choice and purchase.
   
   
   
   
   
   
3. Boost Self-Service and Immediate Attention
   Self-service is power. Gone are the days when the only option a customer had to set a meeting with a brand was to talk to the brand's representatives. Now, customers demand speed, and over 80% prefer self-service options over talking with your brand's representatives to schedule a meeting with you at any stage of their purchase journey.
   
    A meeting link is a great way to allow your customers to serve themselves. The link directs them to your calendar or form where they can set the meeting themselves, allowing them to feel powerful.
   
   
4. Encourage Engagement and Interaction Between Customers
   By fostering loyalty and creating meaningful relationships with customers, brands can tap into the power of word-of-mouth. When customers feel valued by a brand they are more likely to become devoted advocates; sharing their experiences and recommending your business on occasion after occasion!
   
   
5. Increased Convenience and Communication
   Your customers can benefit from convenient, tailored meetings that fit into their own schedule - no more taking time off work or having to travel for a meeting! By allowing them greater flexibility over when and where they meet with you, your customer experience is enhanced.
   Make the most of this advantage now by scheduling personalized sessions at any time.
   
    Furthermore, the link allows your customers to book the meeting at the most convenient time for both of you, eliminating the back-and-forth of email communication. The prospect checks their calendar against yours and books the appointment accordingly.
   
   
6. Allows the Customer to Meet You in Their Comfort Zone
   Customers are always on their phones, computers, tablets, laptops, smart TVs, and smartwatches.
   
   Customers expect to be able to book appointments from any device that they have handy or use regularly. If your appointment booking website or app is only available through a desktop browser, you'll lose out on potential customers who use other devices. Over 50% of customers shop online, and up to 77% use mobile devices to research products online.
   
   Therefore, it's only logical that you optimize your link to allow your customers to use their choice of devices for an increased positive experience.
   
   
7. Enjoy a Great Customer Experience
   Improving the customer journey enhances their overall experience and significantly increases chances of generating conversions. Happy customers tend to spread positive word-of-mouth or leave reviews, rather than negative ones!
   In addition to delighted customers, boosting the quality of your services leads to better financial rewards - an 86% majority are willing to invest even more in a product if it's backed by excellent service delivery. Even higher prices can be justified when you deliver outstanding experiences every time!
   
   
   

Make a great meeting link now!

A meeting link is an important tool in your marketing strategy. Therefore, it should be:

1. Shareable via common communication media, such as text messages, emails, or social media.
2. Easy to remember, use, and understand.
3. Optimized for mobile to accommodate the increasing number of customers who use mobile devices on their purchase journeys.
4. It stands out from other links on your website.
5. It easily connects to the intended destination effortlessly. 

How to make a Hubspot Meeting Link

HubSpot provides an easy-to-use meeting scheduler that lets you create actionable and shareable meeting links.  

Once we integrate the CRM with your calendar, create links by accessing your HubSpot account and the meetings tool:

1. Navigate to Sales → Meetings.

   
   

2. Click Create scheduling page in the upper right corner.

   
   

3. Click One-on-One, Group or Round robin depending on your needs

   
   

There are four main parts – Details, Availability, Configuration, and Form Questions –  you'll need to customize according to your preferences. Each step is unique but vital in creating an effective meeting link.

Create an improved customer journey

There's no doubt that customer journeys have become an important part of marketing strategy. Getting your customer on board is the most important thing. If a meeting link can help with that, it's worth using. 

At The Insight Studio, we help brands streamline their customers' journeys by leveraging HubSpot's meeting schedulers. Our experience and expertise using the platform make us your best bet for increased lead conversations and sales. Ready to improve your lead journey? Let's Chat!

RevOps and DEI- Unlock the power of this partnership!

Businesses that embrace DEI are uniquely positioned to succeed in today's competitive landscape. By fostering a diverse, equitable and inclusive culture within their revenue operations departments, organizations can unlock the potential of high-performing revops teams – enabling growth while contributing towards deeper societal transformation.

But how does DEI fit into this equation? Here we'll delve into the relationship between DEI and revops, and why companies should prioritize DEI in their revops efforts. We'll examine how DEI can improve revops efforts and the risks of ignoring DEI in this critical area. By the end of this article, you'll have a deeper understanding of how DEI and revops can work together to drive business success.

RevOps and DEI - how are they Relevant to Each Other?

Revops is a way to boost growth by unifying sales, marketing and customer success teams. However, DEI (Diversity & Inclusion) initiatives also contribute significantly to company performance.

When organizations prioritize creating an equitable workplace where everyone feels respected and valued in their revops efforts, they are more likely to see increased innovation, improved decision-making and higher returns on investments for greater business growth potential.

Why is DEI important?

A diverse and inclusive workforce isn't just the right thing to do for society, it's also good business. When companies create environments that are more open to different perspectives and ideas, organizations benefit through improved decision-making capabilities, increased innovation potentials, elevated job satisfaction levels amongst employees as well a higher employee retention rates - all of which can help an organization gain market advantage in today’s complex environment.

Ultimately DEI is at its best when combined with fairness and justice – a powerful combination that helps contribute positively to both positive working conditions within businesses as well positively effecting their reputation as well!

So why is RevOps important?

Revops is a powerful tool for driving growth, helping companies align sales and marketing efforts in pursuit of one cohesive strategy.

By bringing different teams together to analyze and adjust strategies accordingly, businesses can identify any issues preventing success - ensuring opportunities are constantly sought out so that revenue generation remains efficient.

Make RevOps (and your business) More Diverse and Inclusive

There are a few steps companies can take to make their RevOps efforts more diverse and inclusive:

1. Hire and promote diverse candidates: Companies can create a more diverse and inclusive team by hiring and promoting diverse candidates. This can lead to better decision-making and increased innovation.
   
   
2. Create a culture of inclusivity: It's not enough to hire diverse candidates. Companies must also create a culture of inclusivity to ensure that all team members feel valued and included. This can involve hosting diversity and inclusion training, creating employee resource groups, and promoting open communication.
   
   
3. Promote equity: Companies should also strive to promote equity for all employees. This can involve ensuring equal pay for equal work, offering opportunities for professional development to all team members, and creating policies to prevent discrimination.
   
   
4. Engage in diversity and inclusion training: Companies can create a more inclusive workplace culture by providing diversity and inclusion training to employees. This training can help your team to appreciate diversity and learn to be more inclusive in their interactions with coworkers.
   
   
5. Encourage open communication: Creating an open and inclusive work environment requires open communication. Companies should encourage employees to speak up and share their ideas and concerns. They should provide multiple channels for employees to do so, such as anonymous suggestion boxes or diversity and inclusion committees.
   
   
6. Set clear DEI goals: Companies should set clear DEI goals and track progress towards achieving them. This can involve setting hiring and promotion goals and creating action plans to address any potential diversity or inclusion issues.
   
   
7. Seek feedback and input from diverse employees: It's important to seek input and feedback from diverse employees to ensure that the company meets all employees' needs. This can involve conducting surveys, focus groups, or asking for input in meetings and decision-making processes.
   
   
8. Partner with diverse organizations: Companies can also expand their DEI efforts by partnering with diverse organizations, such as minority-owned businesses or organizations promoting workplace diversity.
   
   
9. Encourage employee resource groups: Employee resource groups (ERGs) are groups of employees who come together based on shared characteristics or experiences, such as race, gender, or sexual orientation. ERGs can provide support and a sense of community for diverse employees and help promote diversity and inclusion within the company.
   
   
10. Stay up-to-date on DEI best practices: Companies need to stay up-to-date on DEI best practices and continuously assess and improve their DEI efforts. This can involve regularly reviewing DEI policies and procedures and staying informed about DEI trends and developments within the industry.