Clari Live: A Day in the Life of a RevOps Leader
Key moments:
• Introductions - [0:51]
• Challenges of driving forecast calls and importance of building a cadence and playbook. - [2:33]
• Breaking down the quarter into a 13-week process and driving the right conversations at the right times. - [4:40]
• Dashboards and other tools for driving revenue moments and having a documented weekly cadence. - [8:06]
• Eearly quarter forecast process and activities. - [10:42]
• Pipeline momentum and upgrades - [14:54]
• Organizing around the week 10 dashboard for end-of-quarter performance - [15:33]
• Analyzing specific deals at the end of the quarter for potential red flags - [16:42]
• Factors driving CRM score accuracy and projections - [21:23]
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