Evaluating your Revenue Operations

Use the scorecard below to evaluate the current state of RevOps at your organization. For each statement
below, award your organization…
• 4 points if the statement is always true
• 3 points if it’s usually true
• 2 points if it’s sometimes true
• 1 point if it’s true every now and then
• 0 points if it’s never true

RevOps Evaluation Form

Rate each statement on how well it applies to your organization:

1. Does your team dedicate more than half of their time to strategic projects that have a significant impact on your business?

2. Does your team utilize tools that incorporate customer data into marketing, sales, and service activities efficiently?

3. Does your team proactively communicate with other departments following a data audit to ensure transparency and alignment?

4. Is your team responsible for identifying and tracking inefficiencies in processes throughout the entire organization?

5. Is your team continuously seeking and implementing ways to enhance business operations?

6. Does your team generate reports for Marketing, Sales, and Service departments to extract actionable insights?

7. Are your team’s procedures and technologies structured to uphold high-quality customer service?

8. Does your team manage a centralized source of truth for customer data that the entire company utilizes?

9. Does your team oversee the reporting across all revenue-generating functions (Marketing, Sales, and Service)?

10. Can your team automate the connection of applications across the company in a central location, eliminating the need for manual data imports and exports?

Blog Posts

Evaluating your Revenue Operations

RevOps Evaluation Form

By revopsgtm

You missed

The Marketing Funnel for B2B SaaS Works

How to Set Up an Automated Marketing Campaign in HubSpot to Capture Website Visitors

Mapping Customer Success in a SaaS Company: Strategies, Tools, and Best Practices

How to Set Up Lead Scoring in HubSpot

Evaluating your Revenue Operations

RevOps Evaluation Form

By revopsgtm

Related post

The Marketing Funnel for B2B SaaS Works

How to Set Up an Automated Marketing Campaign in HubSpot to Capture Website Visitors

Mapping Customer Success in a SaaS Company: Strategies, Tools, and Best Practices

You missed

The Marketing Funnel for B2B SaaS Works

How to Set Up an Automated Marketing Campaign in HubSpot to Capture Website Visitors

Mapping Customer Success in a SaaS Company: Strategies, Tools, and Best Practices

How to Set Up Lead Scoring in HubSpot