#49 Why you need a RevOps Charter (& how to set it up) - with Steve Silver, Ex VP Research & RevOps leader at Forrester
RevOps Lab7 Loka 2024

#49 Why you need a RevOps Charter (& how to set it up) - with Steve Silver, Ex VP Research & RevOps leader at Forrester

Steve Silver, ex-Vice President and Research Director at Forrester, joins us to discuss the critical elements of creating a RevOps charter. With decades of experience in sales operations and RevOps research, Steve provides actionable insights into how to structure, design, and activate a RevOps charter that aligns with the broader business goals. He shares his approach to creating a unified revenue operations strategy that breaks down silos between marketing, sales, and customer success.


We cover:

- The importance of a RevOps charter and how to develop one

- Structuring RevOps responsibilities across planning, process, technology, data, and measurement

- How to align key stakeholders, including sales, marketing, finance, and customer success

- The evolving role of technology in sales and RevOps, including the rise of AI and automation

- Best practices for measuring success in RevOps beyond activity metrics


Steve Silver on LinkedIn: https://www.linkedin.com/in/stevesilver/

RevOps Letter: https://www.getweflow.com/revopsletter

Janis on LinkedIn: https://www.linkedin.com/in/philippstelzer

Philipp on LinkedIn: https://www.linkedin.com/in/janiszech

Weflow: https://www.getweflow.com


Chapters:

(00:00:00) Introduction

(00:01:18) Steve’s Background and Evolution of RevOps

(00:03:59) Why Create a RevOps Charter?

(00:06:24) Defining the Scope of RevOps Responsibilities

(00:10:30) Structuring the RevOps Organization

(00:15:40) The Role of Data and Metrics in RevOps

(00:19:33) Aligning RevOps with the CFO and FP&A Teams

(00:26:01) The Future of Sales Technology and AI in RevOps

(00:34:08) Final Thoughts and Advice

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Jaksot(119)

#86 Towards a buyer-centric RevOps - with Lauren Silvers Director GTM at Ironclad

#86 Towards a buyer-centric RevOps - with Lauren Silvers Director GTM at Ironclad

Lauren Silvers, GTM Programs Lead at Ironclad, joins the show to share a bold, future-focused vision for revenue operations: one that’s deeply buyer-centric, AI-assisted, and system-aware. Drawing fro...

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#85 How to Align RevOps & FP&A – with Seth London Senior Director of RevOps at Meltwater

#85 How to Align RevOps & FP&A – with Seth London Senior Director of RevOps at Meltwater

Seth London, VP of Revenue Operations at Meltwater, joins the podcast to unpack one of the most strategic (and misunderstood) relationships in GTM: the connection between RevOps and FP&A. With firstha...

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#84 How to Get Perfect Deal & Pipeline Visibility - with Janis and Philipp

#84 How to Get Perfect Deal & Pipeline Visibility - with Janis and Philipp

Janis and Philipp dive into one of the most requested topics in RevOps: pipeline visibility. What does it actually mean? Why is it so hard to get right? And what does good look like?Using the Pipeline...

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#83 Becoming strategic in RevOps with our cheat sheet - with Janis and Philipp

#83 Becoming strategic in RevOps with our cheat sheet - with Janis and Philipp

Janis and Philipp are back for another guest-free deep dive—this time breaking down the most downloaded cheat sheet they’ve ever released: The Strategic RevOps Cheat Sheet. In this candid Friday-after...

23 Kesä 202535min

#82 The 5A Framework for Strategic RevOps – with Joe Ort, RevOps Inflection

#82 The 5A Framework for Strategic RevOps – with Joe Ort, RevOps Inflection

Joe Ort, Founder of RevOps Inflection and 15-year RevOps veteran, joins the show to share his 5A Framework—a repeatable, strategic approach for diagnosing, prioritizing, and scaling RevOps impact. Fro...

9 Kesä 202537min

#81 Why Executives Don’t Trust the Data – with Rhys Williams, Founder & Managing Partner at Domestique

#81 Why Executives Don’t Trust the Data – with Rhys Williams, Founder & Managing Partner at Domestique

Rhys Williams, Founder of RevOps agency Domestique, joins the show to talk about one of the most frustrating (and familiar) realities in GTM: executives don’t trust the data. But the real issue? It’s ...

2 Kesä 202534min

#80 The RevOps Pendulum: Insights from 180+ RevOps pros - with Haris Odobasic, Co-Founder at Revenue Wizards

#80 The RevOps Pendulum: Insights from 180+ RevOps pros - with Haris Odobasic, Co-Founder at Revenue Wizards

Haris Odobasic, Co-Founder of Revenue Visions and longtime RevOps leader, returns to the podcast to share the story behind his new book, The RevOps Pendulum. From writing habits and research methods t...

26 Touko 202543min

#79 How RevOps Can Drive Enterprise Value - with Cliff Simon, GTM & RevOps Leader at Carabiner Group

#79 How RevOps Can Drive Enterprise Value - with Cliff Simon, GTM & RevOps Leader at Carabiner Group

Cliff Simon, GTM & RevOps Leader at Carabiner Group, joins the show to break down how RevOps leaders can influence the single metric that matters most: enterprise value. Drawing from 20+ years in go-t...

19 Touko 202534min

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