#84 How to Get Perfect Deal & Pipeline Visibility - with Janis and Philipp
RevOps Lab1 Heinä 2025

#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 Visibility Cheat Sheet as their guide, they break down the exact fields, signals, and metrics you need to track deal health and build trust in your forecast—without overwhelming reps or drowning in dashboard noise.We cover: • The four core layers of pipeline visibility: activity, conversation, methodology, and process • The 10 most important deal signals and how to operationalize them • How to spot bloated pipeline and early warning signs of risk • Stage conversion, sales velocity, and push count as leading indicators • How to start visibility tracking lean—and scale it over timePipeline Visibility Cheat Sheet: https://www.getweflow.com/content/pipeline-visibility-cheat-sheetJanis on LinkedIn: ⁠⁠https://www.linkedin.com/in/janiszech⁠⁠ Phillip on LinkedIn: ⁠⁠https://www.linkedin.com/in/philippstelzer⁠⁠ Chapters: • (00:00:00) Introduction & Why CRM Visibility Still Fails • (00:03:05) The 4 Layers of Visibility • (00:07:42) What Makes a Deal “Real”? • (00:13:20) Deal Signals: Champions, Pain, Urgency • (00:18:09) Sales Cycle, Pushes & Stage Conversion • (00:25:32) Visibility Metrics That Actually Matter • (00:31:00) How to Roll Out Pipeline Hygiene Without Overkill • (00:36:55) Final Thoughts & Cheat Sheet Recap

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#78 The 7 Strategic Priorities in RevOps – with Cristina De Martini, Research Director at Forrester

#78 The 7 Strategic Priorities in RevOps – with Cristina De Martini, Research Director at Forrester

Cristina De Martini, VP and Research Director at Forrester, joins the show to break down the seven key areas where RevOps leaders should focus to drive long-term impact. Backed by thousands of real-wo...

5 Touko 202541min

#77 Building Partner Operations from Scratch – with Hassan Irshad, CEO of RevInfinity

#77 Building Partner Operations from Scratch – with Hassan Irshad, CEO of RevInfinity

Hassan Irshad, Founder & CEO of RevInfinity and longtime RevOps leader, joins the podcast to shed light on one of the most overlooked pillars in revenue operations: Partner Ops. From building channel ...

21 Huhti 202542min

#76 ReUpload: How RevOps & Finance can drive SaaS metrics - with Ben Murray, Founder at The SaaS CFO

#76 ReUpload: How RevOps & Finance can drive SaaS metrics - with Ben Murray, Founder at The SaaS CFO

This is a reupload of the episode – perfect for anyone who missed it or wants to listen again.Ben Murray, widely known as The SaaS CFO, joins the RevOps Lab Podcast to share his expertise on SaaS fina...

14 Huhti 202544min

#75 Salesforce Data Hygiene: How to Get It Right - with Janis & Philipp

#75 Salesforce Data Hygiene: How to Get It Right - with Janis & Philipp

Janis and Philipp return for another solo deep dive—this time unpacking one of the most downloaded resources they've released so far: the Salesforce Data Hygiene Cheat Sheet. Based on 100+ conversatio...

7 Huhti 202533min

#74 A RevOps Guide to Signal-Based Outbound - with Soham Maniar, Head of RevOps & Sales Development at Weaviate

#74 A RevOps Guide to Signal-Based Outbound - with Soham Maniar, Head of RevOps & Sales Development at Weaviate

Soham Maniar, Head of Revenue Operations at Weaviate, joins the podcast to unpack the power of signal-based outbound. From tracking product usage to de-anonymizing GitHub activity, Soham shares how he...

31 Maalis 202536min

#73 A 4-Step Framework for Stronger RevOps – with Hans Lees, Director of RevOps at DroneDeploy

#73 A 4-Step Framework for Stronger RevOps – with Hans Lees, Director of RevOps at DroneDeploy

Hans Lees, Director of Revenue Operations at DroneDeploy, joins the podcast to share his RevOps Discovery Framework — a powerful approach to uncovering root problems, aligning stakeholders, and drivin...

24 Maalis 202548min

#72 Enterprise RevOps Playbook: Fixing Revenue Leaks at Scale - with Lorena Morales, Director of Global Digital Marketing Revenue Operations at JLL

#72 Enterprise RevOps Playbook: Fixing Revenue Leaks at Scale - with Lorena Morales, Director of Global Digital Marketing Revenue Operations at JLL

Lorena Morales, Global Director of Revenue Operations at JLL, joins the podcast to discuss what it takes to build and scale RevOps at one of the world’s largest real estate companies. With over 100,00...

17 Maalis 202533min

#71 Salesforce Activity Capture Masterclass

#71 Salesforce Activity Capture Masterclass

For the first time on the podcast, Janis and Philipp take the mic without a guest to do a deep dive into a topic they deal with daily: Activity Capture in Salesforce.If you’ve ever struggled with trac...

10 Maalis 202533min

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