Blog Post

RevOps

Demand Generation

How to Automate Your Processes With RevOps

How to Automate Your Processes With RevOps 

Revenue Operations (RevOps) is a framework that helps SaaS brands to streamline growth marketing, sales, and customer success through data. This approach facilitates revenue growth by improving the customer experience.

The challenge for companies is that they are lost on where to start, as RevOps is a new concept. For instance, you don’t know what kind of customer data you need to collect in a typical customer lifecycle.

Honestly, it is challenging, considering the complexity of optimizing revenue generation.

But don’t worry. A lot of those internal processes consist of repetitive tasks, and with the help of the right automation tools, you exceed your revenue goals.

Below, we have explained how you can collect relevant data, analyze it to integrate it with your process, and use it to improve the revenue of your SaaS brand.

RevOps Automation Benefits

Internal processes and business functions improve by leveraging automation in revenue operations in the following ways:

  1. Improve revenue. Automation lets you do more with fewer resources. For instance, with marketing automation, you can simultaneously nurture many leads to motivate them to take the next step in the customer journey.

  1. Reduce reliance on human labor. This will decrease or eliminate bottlenecks or dependencies within your team. For example, sales teams won’t be waiting for approval to implement a new strategy for increased revenue generation. 

  1. Embrace marketing innovations. RevOps teams can implement new operations processes quickly. For example, if the data shows that email automation is necessary, transitioning to it will be simple.

How To Embrace RevOps

Now let’s take a look at how marketing, sales, and customer success teams can use automation solutions to adopt RevOps.

Use it in Email Marketing

You can implement it in two ways:

  1. Automated emails. The right RevOps strategy will automate multiple processes by automating customer interactions. For instance, sending follow-up emails can be tedious if you are doing it manually.

  1. Targeted emails. Send the right message to the right audience. For instance, it doesn’t make sense for you to send the features of using Product A if a lead has signed up from a landing page featuring Product B.

It will help to use email automation platforms like HubSpot.

Source: HubSpot

Smarten Your Sales Calls

Sales reps are humans in the loop who carry out a crucial part of the sales process: making direct contact with the prospect by calling them.

This step is important as it helps you establish rapport with your potential customer and make the sales pipeline efficient. However, it can be challenging due to factors like the volume of calls or managing the details of each lead you are calling.

RevOps software like WhatConverts can help sales teams reach their leads on time with features like automated data entry and profile updates.

Source: WhatConverts

Take Up Task Tracking

Teams that follow agile methodologies must constantly adapt to changing conditions. It becomes even more challenging when there are multiple departments involved during processes like project management.

RevOps automation tools such as Zapier and Process Street help cross-functional teams complete their tasks within deadlines.

Source: Zapier

Automate Lead Scoring

One of the most tedious tasks that operations teams have is estimating the likelihood of a lead converting. If this step is not carried out properly, the sales team will not only spend a lot of resources but also will have a hard time closing deals.

As data comes from multiple sources, tools like Zoho CRM and Freshsales use Artificial Intelligence (AI) to forward the hot leads to sales.

Source: Zoho CRM

Use it in Customer Health Scoring

Customer health scoring is a technique to gauge and improve customer satisfaction so that they keep returning for more.

The challenge here is that this process will add more powerful tools to your tech stack that you need to spend time and labor on. Fortunately, ops teams can rely on process automation to make this step easier.

Need Help With RevOps? Try Matter Made

RevOps automation helps brands save resources such as time and labor by automating certain tasks through data. Operation teams can embrace it in their sales, marketing, and customer success process in the following ways:

  1. Nurture leads and market better to your existing customers by automating email marketing with the help of CRM tools.
  2. Call your leads with the relevant details at the right time to get to the deal stage faster through calling tools.
  3. Ensure all the team members are aware of tracking and capable of finishing their tasks through AI-powered task management tools.
  4. Collect information from various data sources so that you forward the qualified leads to sales.
  5. Track how happy your customers are, as customer retention is crucial for growing revenue.

To get the full benefits of RevOps for your company, you need an experienced team that can identify areas of improvement and build data-backed automated processes that drive efficiency. 

That’s where we come in.

Matter Made has unlocked the full potential of many brands through RevOps automation. Be it streamlining marketing and sales ops, building PLG sales funnels, managing multiple promotional campaigns, or building end-to-end pipelines — we have done it all.

Interested? Let’s talk.

Blog Post

Growth

Demand Generation

Blog Post

5 Reasons You Should Hire a Growth Marketing Agency

Google Trends data shows that searches for "growth marketing" have grown substantially over the past five years. This isn't too surprising — growth marketing is highly scalable, provides a strong Return On Investment (ROI), and helps brands grow sustainably long-term. 

Mastering growth marketing isn't always easy, so many companies choose to work with a growth marketing agency. This article will shed light on five reasons your brand should hire such an agency. 

#1. They Have Experience With Other Companies at Your Growth Stage

As brands grow, they often face a common set of growing pains related to marketing. For example, startups often lack the marketing bandwidth to run full-fledged campaigns on all digital platforms simultaneously. Or, new ecommerce businesses often struggle to get the engagement snowball rolling (getting your fifth follower is far easier than getting your 150th). 

Growth marketing agencies work with brands over long periods, so they know how to minimize growing pains and steer a brand through the chaos. 

Growth hackers have also implemented a wide range of strategies across many digital platforms, so they know what works and what doesn't. This knowledge is invaluable, as it will help you make smarter marketing choices straight away so you can yield returns quickly. 

Note: Read "How To Build a PLG Funnel Your Sales Team Can Use."

#2. They Can Plan Industry-Specific Long-Term Strategies

Compared to regular marketers, growth marketers view the sales funnel more holistically. Plus, they focus on metrics like Customer Lifetime Value (CLV) and retention rate over short-term revenue. 

The growth marketing sales funnel stages: awareness, consideration, action, adoption, and expansion and their corresponding lifecycle stages.

As a result, growth marketing strategies are like snowballs — they grow as they gain momentum. Growth marketing is really a long-term approach. 

While a traditional marketing agency can help you design a strategy weeks to months in advance, your growth team will think months to years ahead. Naturally, they can help you design marketing that is sustainable and provides long-term returns. 

Growth hackers are also excellent researchers. They can dive deep into your industry and learn what motivates your customers and how to market to them best. When you hire a growth marketing team, you get a holistic, industry-specific plan. 

#3. They Can Save You Money

The initial investment of hiring a growth hacking marketing agency often makes brand owners and managers nervous. However, if the brand invests wisely, it can spend less on an agency than it would if it tried to run a fully-fledged marketing strategy in-house. 

Growth marketing agencies can also get brands a better ROI. Agencies have a lot of in-house expertise, so they can optimize your marketing budget with smart investments and reduce marketing wastage. 

Research on 1,000 marketers by Rakuten Marketing shows that around 26% of marketing budgets were wasted in 2018, while a 2022 report on 41 companies spending $500,000 to $31 million on marketing estimates marketing wastage is 41%. So wastage is a major concern for many brands. 

#4. They Reduce Your Workload

Growth marketing agencies often employ marketers who specialize in Search Engine Optimization (SEO), paid media, content marketing, social media marketing, email marketing, referral marketing, video marketing, and other marketing niches. So, when you work with an agency, you get access to experts without having to expand your in-house marketing team. 

Working with a growth marketing company can also reduce your workload substantially. Marketers can either complete marketing tasks for you or help you automate them. 

You'll know whether you've hired a good agency if they're easy to work with. We recommend looking for an agency that communicates well, provides regular updates, consults you in the decision-making process, and works transparently. 

#5. They Can Help You Become Results-Driven

Growth marketing is generally more adaptive than traditional digital marketing (though that is changing as marketers get better access to marketing data). When they implement a strategy, growth hackers conduct frequent tests and experiments to assess how your audience is responding. Then, they optimize your marketing materials to obtain the best result. 

Naturally, hiring an agency can help you become more results and performance-driven. Performance marketing offers benefits like:

  • Higher ROI
  • More efficient marketing
  • Optimized campaign planning
  • Enhanced forecasting 
  • Faster speed to lead times
  • Greater customer retention

Working with a growth hacking consulting agency also means you don't need to design your marketing analytics infrastructure alone. Many new brands and startups with limited staff and busy schedules often struggle to dedicate time to building this infrastructure, so it's nice to get it off your to-do list.

Note: Read "3 RevOps HubSpot Automations Your Business Needs."

Performance Marketing and Growth Marketing Agencies

Growth marketing can improve your ROI, grow your customer base, and help you achieve rapid and sustainable growth. 

You can see the value of a growth agency by looking at a case study like that of Allocations. Matter Made helped Allocations develop marketing infrastructure and run campaigns on Google, Bing, and LinkedIn. As a result, Allocations increased its pipeline three times in the first 90 days

Want results from growth marketing? Let's talk. 

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