About

The Revenue Team is defined as all the departments associated with generating revenue in some way.

• Marketing

• Sales & Pre-Sales

• Customer Success

• Professional Services

• Revenue Operations

Mission and vision

The common objective and goal for a revenue team, is to drive sustainable and scalable revenue growth for the organization. This overarching goal is achieved through various specific objectives and collaborative efforts:

1. Customer Acquisition and Retention:

   • Marketing: Generate high-quality leads and drive brand awareness.

   • Lead Generation & Sales: Qualify leads and assist in converting them into customers.

   • Customer Success: Ensure customer satisfaction and retention to minimize churn and increase customer lifetime value (CLV).

2. Revenue Optimization and Growth:

   • Revenue Operations: Optimize processes, tools, and data analytics to maximize efficiency and revenue opportunities.

   • Professional Services: Deliver exceptional service to ensure successful implementation and adoption of the product or service, leading to upsell and cross-sell opportunities.

   • Customer Success: Identify upsell and cross-sell opportunities and work with other teams to execute them.

3. Alignment and Collaboration:

   • Foster a culture of collaboration and communication among all revenue-related teams to ensure cohesive strategies and smooth handoffs between departments.

4. Customer Experience:

   • All Teams: Work together to create a seamless and positive customer experience, from initial contact through to ongoing support and renewal.

5. Data-Driven Decision Making:

   • Use data and analytics to inform strategies, measure performance, and make informed decisions to drive revenue growth.

6. Scalability and Efficiency:

   • Revenue Operations: Streamline and scale processes to support growth without sacrificing efficiency or customer satisfaction.

Meet the team at https://theorg.com/org/rocket-chat

Main Channels

Team Channels for Collaboration

Dedicated Process/Topic Channel

Alert Channels

Operations Onboarding

Hello, welcome to Rocket.Chat

Today we're going to talk about Operations Onboarding. Here we'll talk about the structure of the sales team, the resources we use to share content, processes, performance and the tools you'll use on a daily basis.

Our onboarding consists of a few stages.

Stage 1 - Getting to know the Sales Structure, Our Basic Tools and Documentation.

Stage 2 - Getting to know common nomenclature, what means what here at Rocket.Chat

Stage 3 - Getting to know Top Funnel Processes, how we acquire new leads, how we qualify, how to use CRM and other related apps.

Stage 4 - Middle of the Funnel. What qualification methodologies we use, how we use CRM, Sales Forecasting, the process of acquiring new customers in general, prices and products.

Stage 5. Onboarding and Expansion. From the moment a contract is signed to its expansion, how we deliver licenses, manage contracts, routines and the customer journey, as well as expansion.

Stage 6. Legal Deal Desk- Everything you need to know about our terms and conditions, NDA, agreements, compliance.

Stage 7. Partners. Learn about our partner program, the types of partners we work with, how we identify a partner in the CRM, what the stages of the partnership are.

Stage 8. Compensation Plans. If you have a Variable compensation plan related to your role you we will schedule a dedicated meeting to walk-through the details of it.

At the end of this onboarding, we hope to give you a complete overview from the beginning of a lead's journey to the end.

Let's go!

Team news

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