Listen to Heather Davis Lam explain how consolidating data can improve revenue operations, also known as RevOps. Authentically Successful is a podcast hosted by Carol Shultz that features experiences from founders and executives. Heather is the founder and CEO of Revenue Ops LLC, a revenue consulting company. Before becoming a revenue operations expert, she was a professional musician. Eventually, she was introduced to Salesforce and never looked back.

Heather manages a lean but nimble staff who are just as passionate about data and efficiency as she is. Their natural ability to optimize workflows internally is the key to successfully helping other companies improve their operations. Heather promotes professional development and mentorship among her staff by pairing team members together so that they can learn and grow from one another. 

Revenue Operations At Work

RevOps is a strategic approach to managing business operations. Revenue Ops LLC works with companies to leverage their people, processes, technology, and data to scale their business.

According to Heather, small and medium-sized clients who want to improve revenue operations usually start with a core technology platform, namely a customer relationship management (CRM) tool, like Salesforce Sales Cloud. As a cloud-based program, access is easily managed for users according to individual needs. In addition, users don’t have to download or install the software. 

Once the core system is implemented, other tools are inevitably added to enhance the CRM. Clients get excited about marketing automation opportunities and sales enablement utilities. Programs like Pardot and Salesloft are native complements to Salesforce.

Revenue Ops LLC always offers a training component after an implementation. Training workshops are customizable according to the client’s goals and resources. Some clients want to be as independent as possible. While other clients don’t want to touch the system once it’s set up. There are managed services packages that provide a bank of hours each month for support. It’s a straightforward ticket system that gives users access to a professional team member/dedicated representative who will troubleshoot issues or guide them in expanding the system’s capabilities.

Heather lives and breathes the idea that you can do more with less.

“We’ve been able to create efficiencies within our own business and also help others create those same efficiencies within their business. So, that you can work with more of a lean team and be able to really maximize your ROI because you’re not having to spend all this extra money on either projects that could be automated or by having new people added to your headcount to do these projects that you were doing manually before. We’re here to help out.”

Listen to the entire interview now.

About Revenue Ops LLC

Revenue Ops LLC is an experienced team of sales, marketing, and customer success professionals committed to helping clients improve performance. The ultimate goal is to streamline workflows so that our clients can make data-driven decisions that maximize revenue. We apply our deep knowledge of CRM systems like Salesforce and sales enablement tools like Salesloft to optimize sales potential by stimulating and tracking customer interactions.

Learn how we can help you implement a strategy to improve revenue operations and maximize your growth.