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.

Demand generation is a powerful tool to use in your B2B marketing strategy. It’s a full-funnel approach that engages customers and prospects at every stage.

Demand gen works by creating targeted interest to develop value for your brand. By providing essential information at the moment of need, demand generation strengthens relationships. This approach works at each stage of a prospect or customer relationship.

How Does Demand Generation Work?

A properly developed demand generation strategy uses multiple approaches. It uses strategic content, strategic messaging, data, and buyer personas to align customer needs with valuable insights.

Demand gen positions your brand as a provider of valued information at each stage. It’s the glue that connects you to your customers.

There are several key stages to demand generation. Below we will delve into each and show how it can transform your marketing strategy. The stages are:

  • Raising Brand Awareness
  • Developing Content
  • Nurturing Relationships for Sales
  • Retaining Customers

One important note: Demand generation is not lead generation. Lead generation is a narrower, focused strategy designed to collect qualified leads for sales teams to pursue. One example is collecting names and contact information on an online form.

Demand generation is a more comprehensive approach that nurtures relationships at each stage. While it uses many of the same tactics as lead generation, it’s a broader strategy.

Raising Brand Awareness

One of the most essential tasks marketers need to complete today is to develop brand awareness. Today’s customers want to relate to brands they frequent. They expect brands to know them, their needs, and interactions with your business.

Brand awareness leaves buyers with a lasting impression of your company. It fosters trust, confidence that the solutions your company provides are reliable, accurate, and impactful.

Brand awareness has multiple components, including:

  • A clear brand identity helps you differentiate your company from competitors. Your identity should provide customers with easy recall of who you are and what you’re about
  • A go-to-market strategy based on research that articulates what you’re going to sell and how. Demand marketing can be seen as a way to prove whether your assumptions are correct. It can also help to adjust based on data and results
  • Buyer personas articulate who you’re trying to reach and what characteristics they share. Identifying and developing brand personas lets you understand who you’re approaching and how
  • Thought leadership helps position your brand as an expert and authority within your space. You want people to think of your brand when they think about industry leaders
  • Strong reviews management, which includes encouraging customers to leave reviews and responding appropriately to customer feedback
  • Social media presence on the right platforms. Leveraging social media lets you set the tone and messaging for your brands. It’s a powerful way to communicate broadly

Developing Content

Your content strategy is at the core of your demand marketing approach. You want to develop content that addresses customer pain points and answers critical questions.

Content development should occur for each phase of the sales funnel. By identifying key needs at each phase, you’re able to position your brand as authoritative and valuable.

Content should answer the questions that buyers will have throughout the customer journey. The information should also be displayed in multiple formats. Today, for example, video is an increasingly important medium for gaining information and answering questions.

Among the content options are:

  • Blogs that educate your website visitors and drive SEO, with keyword-optimized content. Your blogs should be about topics of keen interest to customers and prospects.
  • Email marketing gives leads multiple opportunities during a campaign to engage with your brand. Email marketing can answer questions and speak directly to their needs while acknowledging actions already taken. If resources permit, this content can be personalized to provide more resonance
  • Conversion optimization which uses your website to gain information about prospects. At strategic points, visitors should be encouraged to seek more information. Gated content such as white papers, product guides, or videos allows you to secure contact information. Investing in website user experience (UX) tools can help to ensure visitors navigate your website to maximize leads
  • Paid advertising increases your presence and can be highly targeted based on desired customer demographics. Paid ads on both search engines and social media attract visitors and facilitate a larger prospect pool
  • Conversational marketing using chatbots and other technology lets you connect with visitors. Automated and live engagement lets you answer questions and add value to the visitor experience

Nurturing Relationships for Sales

Leads are critical and sales teams are eager to connect with prospects, especially those of high value. However, with demand marketing, there’s much more than a marketing-to-sales handoff.

Throughout the sales process, marketing tactics can deepen the relationship and assist in closing deals. Sales enablement tools include:

  • Case studies, with narratives from actual customers about the work you’ve done and solutions you’ve provided. Compelling case studies build trust and provide real-world examples of your brand’s impact
  • Testimonials are narratives provided by your customers, ideally, those who are similar to your target audiences. They are quick statements that reinforce your value and worth to a customer’s peer
  • FAQs and fact sheets offer details in easy-to-digest formats. FAQs typically use a question-and-answer format for commonly asked questions. Fact sheets are often more detailed with specifics about products and services

Retaining Customers

Retaining customers is essential for repeating business, advancing your brand’s reputation, and extending the customer relationship.

There are many ways you can provide services that focus on retention, including:

  • A knowledge base where customers can share solutions and insights and learn from each other
  • Customer support that includes ticketing tools and transparency to track inquiries and provide timely service
  • Incentive programs for customer referrals can generate new business while providing discounts for existing customers
  • Customer-only content such as first-to-know emails, special discounts, and promotions tell customers how valued they are

Demand generation marketing connects you to customers at every step of their journey. It’s the right way to engage, provide value and build credibility for deeper long-term relationships and more opportunities for business.

Ready to drive efficient demand?

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