This document presents a revenue operations success framework and maturity model for B2B companies. The framework includes seven elements: target market, sales cycle, team, message, reach, enabling technology, and metrics of success. Each element is defined and described. A five-level maturity model (initial, ad-hoc, defined, managed, optimized) is provided to assess capabilities for each element. Research findings are shared showing increasing complexity in revenue operations and the benefits of implementing related tools and practices. Alignment between sales and marketing and understanding customer needs are highlighted as important.

1. Delivering a Predictable Pipeline:
A B2B Revenue Ops Success
Framework and Maturity Model
Matt Heinz | President, Heinz Marketing Inc | @heinzmarketing

2. HOUSEKEEPING
① Copy of this deck and research
② Freebies!
① Full Funnel Marketing (the book)
② Sales Velocity Calculator
③ KPI Metrics Architecture
④ Matt’s bacon recipe
③ Send me an email (matt@heinzmarketing.com)
or bring me a business card with what you
want!

3. Why is selling so hard today?

4. Is it how we sell? …. how they buy?

5. Impact on the entire lifecycle

6. What has changed?

7. New revenue ops research
• 85% of respondents reported a high level of complexity in their
sales process
• 37% of respondents reported a “very high” level of complexity
in their sales process
• Only 15% reported a low level of complexity
• 83% of respondents report that their revenue operations
strategy has become more complex in the last 12-18 months

8. New revenue ops research
• 71% of respondents indicated that revenue operations is
becoming increasingly important to achieving goals
• 75% of those hitting their sales number reported the same
• 62% of respondents reported an increase in sales conversion
rates as a result of revenue operations
• 47% reported a sales conversion rate increase of greater
than 5%
• 21% reported a sales conversion rate increase of greater
than 10%

9. New revenue ops research
• Even companies who have implemented revenue operations
tools/practices for less than a year reported a lower rate of sales
complexity (27% vs 20%)
• 44% of companies report that revenue operations is jointly led by
marketing and sales
• 33% are led by sales
• 16% are led by marketing

10. New revenue ops research
• Tools used as a % of total respondents
CRM – 92%
Marketing Automation – 81%
Sales Enablement – 66%
Reporting/Attribution – 52%
Data Management/Augmentation – 52%
Lead Routing – 48%
Predictive Modeling – 25%
Campaign Orchestration – 17%

11. New revenue ops research
• Less than half of respondents (43%) have a dedicated
revenue operations department or team
• “Optimize demand gen to produce enough pipeline” was
cited as the top go-to-market focus area for 2019
• “An in-depth understanding of our customer’s needs &
expectations” was the top-rated sales enablement need
among respondents
• Among those on track to hit their sales goals, “strong
alignment between sales & marketing” rated highest

12. Importance vs Effectiveness
Importance Score Effectiveness Score Gap % Gap
In-depth understanding of customer's needs & expectations 6.36 4.91 1.45 23%
Strong internal alignment between sales & marketing 6.31 4.66 1.65 26%
A sales process that is aligned to the customer purchase journey 6.15 4.56 1.59 26%
The tools necessary to execute and/or automate portions of the sales process 6.02 4.74 1.28 21%
Content that is aligned to the specific needs of customers and prospects 5.94 4.53 1.41 24%
The ability to quickly implement new GTM strategies 5.78 4.42 1.36 24%
Identifying and executing multi-channel campaigns 5.66 4.38 1.28 23%
Access to clear, impact-based reporting and scorecards across each buying journey stage 5.64 4.04 1.6 28%

13. Five customer changes impacting your success

14. Your customers are:
1. Busier than ever

16. Your customers are:
1. Busier than ever
2. Self-educated

17. When do they call you?

18. Your customers are:
1. Busier than ever
2. Self-educated
3. Skeptical
4. Distrustful

19. Your customers are:
1. Busier than ever
2. Self-educated
3. Skeptical
4. Distrustful
5. Jaded
6. A lot like you!

20. So what IS working today?

21. The buyer’s journey

22. The Revenue Operations
Success Framework
Target Market
Sales Cycle
Team
Message
Reach
Enabling
Technology
Metrics of
Success

23. The Revenue Operations
Success Framework
Target Market
Sales Cycle
Team
Message
Reach
Enabling
Technology
Metrics of
Success
Plan & Understand
Execute
Measure

24. The Revenue Ops Success Framework:
Plan & Understand
Target Market
Sales Cycle
Team
Message
Segments, Ideal Customer Profile(s), target &
prioritized accounts, personas, qualification criteria,
list building
Length of time, number of meetings, decision process,
buyer journey, deal size (how people buy)
Roles and responsibilities, skills structure, hand-offs,
prospecting->engagement->closing->onboarding
“Point of view”, value proposition, subject matter
expertise (need/outcome), trust validation

25. The RevOps Success Framework: Execute
Reach
Enabling
Technology
Phone, email, social, IRL, events. The playbooks and
outreach flows to contact prospects.
Contact details, automated outreach/nurture, deal
tracking

26. The RevOps Success Framework: Measure
Metrics of
Success
Contacts created, leads generated, opportunities
created, connect rates, conversion rates, revenue
contribution

27. The
Revenue
Operations
Success
Framework
Target Market
Sales Cycle
Team
Message
Reach
Enabling
Technology
Metrics of
Success
Segments, Ideal Customer Profile(s), target & prioritized
accounts, personas, qualification criteria, list building
Length of time, number of meetings, decision process,
buyer journey, deal size (how people buy)
Roles and responsibilities, skills structure, hand-offs,
prospecting->engagement->closing->onboarding
“Point of view”, value proposition, subject matter expertise
(need/outcome), trust validation
Phone, email, social, IRL, events. The playbooks and
outreach flows to contact prospects.
Contact details, automated outreach/nurture, deal tracking
Contacts created, leads generated, opportunities created,
connect rates, conversion rates, revenue contribution

28. A Revenue Operations Maturity Model
Initial Ad-Hoc Defined Managed Optimized
Target Market
Lack of clearly defined target
market and Ideal Customer Profile
(ICP), no personas
Limited/assumption-based
approach to market/customer.
Limited to no qualification criteria
defined
Ideal Customer Profile defined,
personas defined and articulated
Known accounts, defined and
agreed to qualification criteria,
defined and confirmed personas
Iterative approach to target
account identification, dynamic
personas, qualification criteria
drives targeting
Sales Cycle
No known or defined repeatable
approach
Ad hoc approach & understanding
of how customer buys
Understood time and decision
making process, friction remains
Known and articulated buying
journey, enablement focus
Selling process aligned with buying
process, all known friction
removed
Team
Undefined roles and
responsibilities, no skills
mapping/development
Major functional roles defined, high
churn, low performance
Roles, responsibilities, and
competency profiles defined and
operational
Responsibilities and hand-offs
known and operational, team is
performing
Aligned team structure, career
path and skill milestones
Message
No unified message and/or
compelling value proposition
Confusing and disorganized
message, no consistency and
company-centric
Defined messaging and positioning
mapped to audience, speaking to
market and needs vs.
feature/benefit
Content editorial calendar in place,
major trust validation content in
production, defined industry “point
of view”
Versioned strategic messaging
framework approach, content
editorial calendar speaks to
customer need/outcome
Reach
One-off bulk emails, direct ask
outreach
“Every person for themselves” with
no coordination
Sales playbook(s) in place but
used for reference vs. execution
Coordinated efforts among email,
phone, online, offline channels
Integrated and executed outreach
“plays” across channels
Enabling Technology
Limited to no real technology in
place. Basic email, phone,
spreadsheets
Individual purchase decisions drive
technology, low utilization, no
integrated plan
Major categories purchased and in
place, some coordination among
teams
All current tools configured and
utilized to justify expenditures
Technology aligned with process,
approach in place to test new tools
Metrics of Success
Random and inconsistent
measurement
Individual teams and contributors
track and promote their metrics
Major categories tracked but bias
towards actions vs. outcomes
Alignment around creating
opportunities and revenue
contribution across all activities
Full funnel measurement and
accountability

29. HOUSEKEEPING
① Copy of this deck and research
② Freebies!
① Full Funnel Marketing (the book)
② Sales Velocity Calculator
③ KPI Metrics Architecture
④ Matt’s bacon recipe
③ Send me an email (matt@heinzmarketing.com)
or bring me a business card with what you
want!

30. Thank you.
Matt Heinz
Heinz Marketing Inc
@heinzmarketing
matt@heinzmarketing.com