START QUIZ
Determine how mature you are in RevOps
Under the custom HTML tab in the settings panel, add the following HTML code:
Create a multi paged quiz using the Software Development Kit. If you are interested in SDK or have any questions, please contact your Customer Success Manager.
Template - SDK Tally Score Multi Page Quiz
800px x 1000px
On pages 2-5, the hotspots over answer options A-D have assigned SDK tags. You can add a tag by opening the SDK panel.
See where your business lands when it comes to revenue operations and calculating NRR
Without a clear picture of how your organization is performing today, it’s impossible to properly address the challenges to your revenue and know how to best move forward. Based on your maturity ranking, we’ll provide some recommendations on where you should prioritize.
A
Yes
B
No
Are you calculating Net Revenue Retention (NRR) for one or more products in your organization today? Select one.
Fully manual
Fully automated
c
Hybrid (some automation but manual intervention needed)
How are you calculating NRR? Select one.
Real time
How frequently do you calculate NRR metrics? Select one.
Monthly
C
Quarterly
D
Annually
E
Never
Overall NRR metric only
Detailed positive and negative drivers quantified (e.g. gross retention, customer churn, etc.)
Hybrid (some positive and negative drivers are quantified but not all)
What level of granularity is your calculation of NRR? Select one.
Taciti enim arcu maxime posuere penatibus, excepteur.
Who has access to NRR metrics in your organization? Select all that apply.
RevOps Team
Sales / SalesOps Team(s)
Customer Success Team
Finance
e
Product
f
Marketing
g
Other
h
None, data is not made available
Next page
1-2 of the above
How many of the following types of decisions do you make using NRR metrics?
3-4 of the above
5-6 of the above
None, decisions are made with other inputs
• Pricing and/or discount strategy • Product feature or portfolio mix • Customer acquisition or retention strategy • Customer experience journey approach • Lead-to-cash process optimization • Digital enablement & data integration • Organizational structure and alignment
Rating: Low Maturity
Simple & Manual
Prioritize a RevOps transformation. We recommend you start by:
What it means:
Your RevOps capabilities are limited or non-existent and do not play a significant role in the revenue lifecycle. Operations teams across the customer journey:
• Manage disparate processes with little to no coordination across RevOps teams • Use siloed systems with no data integration and manual workflows • Operate in organizational silos with conflicting objectives • Leverage data & insights for decision-making inconsistently with metrics refreshed infrequently due to manual effort
What to do:
• Establish common definitions of key metrics and invest in tools (e.g., BI, Analytics) to systematically & repeatably measure metrics • Identify a few opportunities for quick wins through improved process coordination by RevOps teams (e.g., Deal Desk, Sales-Customer Success handoff, etc.) and institute process improvements to execute • Evaluate your end-to-end RevOps tech stack (e.g., CRM, CPQ, ERP, etc.) for system & data gaps and develop a roadmap for basic integrations • Develop cross-functional governance councils across RevOps teams (e.g., Marketing Ops, Sales Ops, Customer Success Ops, Finance Ops, etc.) to share information and pursue opportunities to integrate workflows
RETAKE QUIZ
If you’d like to talk in more detail about your results, please contact us, or learn more about our data-powered revenue operations offering.
Rating: Medium Maturity
Comprehensive & Manual
Continue on your RevOps transformation! We recommend you build on your initial success:
You have begun the RevOps journey and it has started to play a significant role in the revenue lifecycle. Operations teams across the customer journey:
• Manage end-to-end processes across the revenue lifecycle with high levels of coordination across RevOps teams • Use siloed systems with limited data integration that require many manual workflows • Defined the optimal RevOps organizational model (centralized or decentralized) with clear charter and objectives • Leverage common data & insights for decision-making somewhat consistently but metrics refreshed infrequently due to manual effort
• Validate consistent interpretation of metrics across the enterprise and invest in tools (e.g., BI, Analytics) to systematically & repeatably measure metrics • Enable process automation by building integrations between RevOps systems to enable automated, end-to-end data flows that reduce manual workarounds by RevOps teams Remediate remaining systems & data gaps in your end-to-end RevOps tech stack (e.g., CRM, CPQ, ERP, etc.) • Develop cross-functional governance councils across RevOps teams (e.g., Marketing Ops, Sales Ops, Customer Success Ops, Finance Ops, etc.) to share information and pursue opportunities to integrate workflows
Simple & Automated
• Manage a few simple processes across the revenue lifecycle with high levels of coordination • but most processes are performed disparately • Use integrated systems with highly automated workflows • Defined a preliminary RevOps organizational model but objectives are not clear • Leverage common data & insights for decision-making somewhat consistently with metrics refreshed regularly due to BI automation
• Validate consistent interpretation of metrics across the enterprise and build additional metrics into BI & Analytics tools • Identify end-to-end opportunities for improved process coordination by RevOps teams (e.g., Deal Desk, Sales-Customer Success handoff, etc.) and institute process improvements to execute • Remediate remaining systems & data gaps in your end-to-end RevOps tech stack (e.g., CRM, CPQ, ERP, etc.) • Clarify objectives & charters for RevOps teams (e.g., Marketing Ops, Sales Ops, Customer Success Ops, Finance Ops, etc.) and institute common KPI’s and shared goals
Rating: High Maturity
Comprehensive & Automated
Congratulations on your successful RevOps transformation! We recommend you maintain your success by:
• Manage end-to-end processes across the revenue lifecycle with high levels of coordination across RevOps teams • Use integrated systems with highly automated workflows • Defined the optimal RevOps organizational model (centralized or decentralized) with clear charter and objectives • Leverage common data & insights for decision-making consistently across the enterprise with metrics refreshed regularly due to BI automation
• Regularly revalidating metrics and adding new KPI’s based on the evolution of your business • Monitor processes through metrics and continue adjusting processes to meet front office and customer needs • Review new technologies and systems that can augment your existing RevOps tech stack and offer additional opportunities for efficiency
