Revenue Ops LLC

BACKGROUND

Introduce your business and what you do there.

I work for a commercial real estate brokerage firm where we currently help self-storage owners sell their properties. My job is to do anything and everything marketing related such as PR and external communications.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Revenue Ops LLC?

We were trying to get our Salesforce Marketing Cloud up and running, so that we can essentially start engaging our clientele or subscribers through our email platform. In addition, we were also looking for someone to manage our social media platforms.

SOLUTION

What was the scope of their involvement?

What Revenue Ops LLC did for us was implement data extensions and a way for us to communicate with our clients. At the time, we didn’t understand how to connect and get the data from our Salesforce to our Salesforce Marketing Cloud. The way we previously handled it didn’t allow us to send emails, and we brought them in to teach us how to do that so we wouldn’t be reliant on an organization to do it for us in the future.

What is the team composition?

From my understanding, we originally talked to the owner, and they handed us off to someone else after the initial call. We then only had contact with that person from then on.

How did you come to work with Revenue Ops LLC?

We talked to our Salesforce Marketing Cloud account executive, and they essentially recommended them to us. We didn’t really have much of a choice because we didn’t know that we could’ve had a choice. He started the conversation because we needed help, and that led to us working with Revenue Ops.

How much have you invested with them?

I believe we spent around $2,000.

What is the status of this engagement?

Our partnership started and ended in March 2021. Currently, we’re not talking with them as our business concluded.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

It started off fine, but after about a week and a half, we hadn’t heard anything from this organization — we essentially had been left in the dark about what was going on. There was no information on the progress of the project, and the emails would go days being unanswered. It became difficult to get in contact with them, and for us to effectively communicate.

While they were able to help us set up and send out emails, we still had to go back and fix a lot of the mistakes they’ve made. They didn’t really create a lot of connections based on our business, even though we had talked about what we needed. Revenue Ops didn’t understand what we wanted based on what was delivered, and it hindered the leadership’s confidence in my ability to make decisions — but that has since been repaired.

However, it was still something that could’ve been avoided if there were proper communications and understanding.

How did Revenue Ops LLC perform from a project management standpoint?

Revenue Ops only handled the project at the beginning. They created a scope of work, we signed it, and that was it. I managed the timeline and pushed them to give me answers about the dates. I don’t recall if they had actually met their deadlines, but they put it on me and my team to reach out to them to try and get answers, instead of providing us with updates. All in all, I think the project management was just atrocious.

What did you find most impressive about them?

They did deliver what we needed and trained us on the process, but my partner and I would ask many questions and not all of their answers were correct — I asked different people and they’d tell me something different. However, there were things that were accurate, and they did get us to where we needed to be, so those were positives.

Are there any areas they could improve?

They need to strongly improve on communication and project management.

Do you have any advice for potential customers?

Make sure that you can fully manage the project yourself, and that you have the people who are competent enough to learn the process. Because if you do get wrong or outdated information, then you can fix it yourself. You need to make sure you’re not relying on Revenue Ops to manage or teach you everything you know.