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The RevOps Show

Doug Davidoff & Jess Cardenas

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What is Revenue Operations? Revenue Operations (or more commonly referred to as RevOps) started off as a hot trend, but now every growth focused company needs RevOps in order to be successful. But what does that entail? The RevOps Show is here to help you navigate! Go on an adventure every week with Doug and Jess as they work through common questions, scenarios, and issues companies are facing today to find solutions that will make an impact so you aren't solving your upstream problems downs ...
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Think of this podcast as the sports radio for demand generation. In every episode you can expect to be taken on a journey by Imagine's CEO, Doug Davidoff and Seventh Sense's Founder, Mike Donelly as they discuss, disagree, and form their opinions and ideas on specific sales, marketing, and business topics.
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Are you a sales, marketing, or service professional looking for strategic and tactical advice? Would you love to have some fun along the way? Then The Spot is bound to be your favorite weekly podcast. Each week we tackle sales, marketing, service, and design & development conversations that help you grow better. Our hosts, Juli Durante, Doug Davidoff, Max Cohen, and George B, Thomas bring you the latest HubSpot updates, wishlist items, and so much more. So, sit back, relax, and get that not ...
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Deal Quality is the missing ingredient in your sales process. Doug and Jess explore the often-overlooked topic of deal quality and its significant impact on sales forecasting. They discuss how poor deal quality can disrupt forecasts, the crucial roles of marketing and training in enhancing deal quality, and share practical tools, including a deal q…
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Shrink the middle of your projects. In project management, the middle is where momentum stalls and complexity takes over. The longer a project lingers there, the less likely it is to reach the finish line successfully. In this episode, Doug and Jess discuss why projects fail due to inertia and overcomplication—and how breaking them into smaller, mo…
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What do Goldilocks and CRM implementations have in common? The balance of their implementation needs to be just right. How much freedom should organizations grant their users to mess with the CRM? Doug and Jess explore the complexities of user access within the CRM and the nuances of balancing access and control to ensure both effective utilization…
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Dive into the common pitfalls of dashboard creation and best practices for crafting effective, insightful reports. Doug and Jess explore the frequent mistakes made in sales reporting, emphasizing the importance of clarity. They discuss the need for dashboards to serve a specific job to be done, the dangers of information overload, and the importanc…
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There is a critical distinction between speed and velocity in business. The common misconception is that moving fast equates to progress. In reality, there’s an importance of direction and intentionality in achieving meaningful results. Doug and Jess explore the impact of prioritizing speed over velocity, the concept of “levels of complete,” and ho…
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There’s a common misconception of the customer journey. It’s often mistaken as the path to becoming a customer. Rather there should be emphasis on viewing it as a continuous cycle that extends beyond the initial sale. Join Doug and Jess as they discuss the significance of focusing on the entire customer lifecycle and the crucial role of revenue ope…
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What in the world is a business analyst? Join Doug and Jess in this episode of The RevOps Show as they provide a definition of the business analyst role, discuss the skills needed, when an organization should hire one, and the problems that a business analyst helps solve. For updates on new episodes follow us on: LinkedIn: Lift Enablement, Doug Dav…
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The more we help conduct CRM implementations, the more we hear how people don’t use their CRM. Whether it’s because it feels like a burden, they don’t see the value, they think it slows them down, or something else, CRM adoption remains a challenge for many teams. In this episode of The RevOps Show, Doug and Jess dig into the most common reasons wh…
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We’ve made it to the end of the year! In this final episode of The RevOps Show for 2024, Doug and Jess reflect on the year, including their favorite and regretted episodes, biggest changes, insights, mistakes, and predictions for 2025. Expect a thoughtful and honest review of the year as well as practical insights to apply to their own RevOps strat…
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Looking for the right leadership model for your business? Fractional, Outsourcing, or BPO (Business Process Outsourcing) each comes with its own benefits and challenges. How do you choose the best fit? And what does it take to make these approaches successful? In this episode of The RevOps Show Doug and Jess explore the key differences and surprisi…
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There’s a tendency to gravitate towards big changes because they have more certainty. We equate making big changes to disrupting the world. In this episode of The RevOps Show, Doug and Jess surface how it’s actually small adjustments and improvements that can lead to big impacts and significant long-term results. For updates on new episodes follow …
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Learning happens when you make mistakes. In our time working on implementations, we won’t hide–we’ve made some mistakes that we learned from. In this episode, Doug and Jess have an insightful discussion about CRM implementations and projects that have gone wrong. They share real-life examples of setbacks Lift has faced, what mistakes were made, and…
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What does it mean for a company to be “AI ready?” Doug and Jess explore this question and how revenue operations teams should approach AI. They cover the opportunities and dangers of AI, as well as key areas like strategy, data, processes, people and technology that RevOps need to consider when adopting AI. For updates on new episodes follow us on:…
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What makes a true community and how do you build one? In this episode, Doug and Jess get into the key elements of community. Gain insight into taking a community-focused mindset, rather than a metrics-driven approach, when aiming to create an engaged community. We have launched a YouTube channel for The RevOps Show where we'll be posting the video …
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It’s time to celebrate! We made it across the 100 episode line. In this super special episode, Doug and Jess take a walk down memory lane. They discuss favorite past episodes, how their mindsets around RevOps have evolved over the past 3 years, what changes they’ve seen, and predictions for the next 100 episodes. We have launched a YouTube channel …
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Part two is here! Doug and Jess continue their discussion on mastering forecasting. Today, they cover the two common purposes of forecasting with an emphasis on why these should never be confused. They dig into why forecasting is so challenging and strategies for properly creating forecasts as well as fixing poor forecasting practices. We have laun…
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We’re in for a treat with this two part series on forecasting. In Part 1 Doug and Jess dive into different types of forecasts, the pros and cons of each, and why forecasting is so challenging. Gain an overview of key forecasting methods and learn when to use each type of forecast. Fun announcement! We have launched a YouTube channel for The RevOps …
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Why have marketing qualified leads (MQLs) become so controversial lately? Doug and Jess unpack some of the common misconceptions around MQLs and provide clarity on why properly defining and using MQLs can still provide value. For updates on new episodes follow us on: LinkedIn: Lift Enablement, Doug Davidoff, Jess Cardenas You can access the show no…
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Sellers often get stuck in a commoditization trap by focusing too much on differentiation and add-ons rather than clearly articulating the problem they solve. In this episode, Doug and Jess explain the distinctions between programs and procurement, sharing tips for bringing sellers back to properly defining the problem they’re solving. For updates …
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Doug and Jess explore how to design sales processes that eliminate negative friction while encouraging strategic action from sales reps. Exciting News! Doug is currently on a podcast tour promoting his newly released book The Revenue Acceleration Framework. He’s recorded several episodes already. As we wait for episodes to come out, below is one th…
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Special guest Ashley Carvalho, VP of Programs at Lift, joins Doug and Jess to discuss the role of learning and development (L&D) in revenue operations and sales performance. You can expect to learn about L&D frameworks like Bloom’s Taxonomy and tips for applying L&D concepts as a sales manager. Note: The Revenue Acceleration Framework is out now! G…
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What does it mean for RevOps’s job to be education and centralization? Doug and Jess explore defining education, answer the challenging questions around RevOps’s role with education, and how context is a crucial element that ties it all together. Note: The Revenue Acceleration Framework is out now! Go get yourself a copy on Amazon or preview the fi…
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In this special episode of The RevOps Show, Doug discusses his new book, “The Revenue Acceleration Framework” which shares the proven approach to transforming and growing a business. Prepare for behind-the-scenes insights and challenges with writing the book and stories from the book itself. Note: The Revenue Acceleration Framework is out now! Go g…
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Assessing performance can be challenging for both the person being evaluated and the evaluator. However, there are ways to make the process easier for both sides when you understand measuring performance and the role assessing performance plays in your growth. If you like the show, please subscribe and rate the show! For updates on new episodes fol…
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Metaphors like funnels and flywheels fall short in capturing the true complexity of business systems. We should pay attention to and understand systems thinking, taking a holistic view to understand bottlenecks and optimize for throughput rather than efficiency. If you like the show, please subscribe and rate the show! For updates on new episodes f…
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What does the Winter 2024 GTM Benchmark Report have in store for us? Doug and Jess discuss key findings from the report and how companies performed, along with issues and challenges that everyone is facing today. They provide perspective on the challenges sellers and buyers are facing along with recommendations for what revenue operations should fo…
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There’s a crucial and often overlooked role in sales, the sales manager. While there are lots of tips for success for sales reps and other content geared toward VP levels of sales, there’s not much out there for the sales manager. Doug and Jess cover the key priorities and responsibilities of an effective sales manager, as well as how companies can…
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Let’s come back to the basics and discuss the fundamentals of RevOps that are important for success. On the flip side, let’s discuss what happens when we drop or skip over the fundamentals. If you like the show, please subscribe and rate the show! For updates on new episodes follow us on: LinkedIn: Lift Enablement, Doug Davidoff, Jess Cardenas You …
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Behavioral science can be used anywhere in business. We’ve seen it in previous episodes around sales and decision making. Today Jess switched up the focus to look at utilizing 5 behavioral science concepts to drive adoption within a system. If you like the show, please subscribe and rate the show! For updates on new episodes follow us on: LinkedIn:…
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In this episode of The RevOps Show, Doug and Jess have an in-depth discussion on building your revenue operations (RevOps) team. They provide guidance on the roles, responsibilities, and team structures for RevOps based on your company’s size and growth stage. If you like the show, please subscribe and rate the show! For updates on new episodes fol…
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With the average company using 200+ SaaS applications, tech stacks have become unmanageable. Consolidating your tech stack, choosing an effective foundational platform, and ensuring your business process drives your technology are all part of getting your tech stack back on track. If you like the show, please subscribe and rate the show! For update…
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There's a growing path to revenue operations that is efficiency, left unchecked, leads to centralization which can feel really good. So is centralization a bad thing? Is it the path you should take? If you like the show, please subscribe and rate the show! For updates on new episodes follow us on: X: @dougdavidoff, @JessDCardenas & @demandcreator L…
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Have you ever ran where you started off strong and had a weak finish? Panting and not feeling great about it. Have you ever ran where you started off strong and finished strong? That’s a confidence boost and I’m sure you felt great afterwards. Having a strong finish also applies to projects. Why is it important and how you can get there are what Do…
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It’s often thought that customer success is all sunshine and rainbows and that nothing can go wrong in this role. That’s not the case. Customer success is failing us right now and there has to be something we can do about it. This is what Doug and Jess dive deeper into in this episode of The RevOps Show. If you like the show, please subscribe and s…
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Season 2 is kicking off strong with a focus on dangerous metrics. Many companies are looking to the public companies and SaaS companies to find what they should be tracking, but that shouldn’t be what determines success for your business. In reality there are a few general metrics that you can use to get a good sense of how you’re performing, but t…
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I.C.E. I.C.E. Baby! Doug and Jess are talking about the Ideal Customer Experience today. Four Seasons, Walmart, Fuddruckers, and Apple are just a few examples discussed in the episode to show what to do (or not to do) with your customer experience. They also talk through how RevOps should prioritize customer experience and how to keep it aligned wi…
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Sales cycles are getting longer. Doug walks through the history of our market to give context about major events that have occurred over the past 25+ years to explain how we arrived at the uncertain and unique market conditions today. Doug also gives advice to revenue operations teams on how to adapt to drive success despite today’s market challeng…
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The phrase “always be learning” has been mentioned in several episodes, but what does this mean and how can you put this into practice? Doug and Jess explain here how to continuously improve and optimize your CRM by launching it 3-4 times a year. NOTE: If you do not want to hear baseball talk for 14 minutes, skip to 14:28. If you like the show, ple…
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It’s easy to set up reports today, leading to inefficient and confusing data instead of clarity and alignment. Doug and Jess talk through how we should view and think about data and analytics and some common mistakes made when creating reports. If you like the show, please subscribe and share the episode. For updates on new episodes follow us on: T…
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Let’s give a warm welcome to our Director of Product and Development, Drew Davidoff. Drew joins the show today to discuss his insights and take on the cookieless future and the impact it’ll have on Marketing and RevOps. If you like the show, please subscribe and share the episode. For updates on new episodes follow us on: Twitter/X: @dougdavidoff, …
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Happy Thanksgiving! This episode’s topic is gratitude. There’s no way you’ll leave this episode without a smile on your face if not for the fact that you can’t be sad listening to The Sesame Street theme song. If you like the show, please subscribe and share the episode. For updates on new episodes follow us on: Twitter/X: @dougdavidoff, @JessDCard…
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We’re at it again with more behavioral science concepts. This time talking about how each comes into play in the sales process. Doug and Jess cover present bias, projection bias, regret aversion, information avoidance, and the zero price effect. If you like the show, please subscribe and share the episode. For updates on new episodes follow us on: …
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Are traditional change management approaches still relevant today? Given the constantly changing business landscape, things look different now and we need to approach change management differently. If you like the show, please subscribe and share the episode. For updates on new episodes follow us on: Twitter/X: @dougdavidoff, @JessDCardenas & @dema…
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Whenever CRM implementation is a topic of discussion, adoption and utilization are usually two words that aren’t far behind. Everyone wants adoption and utilization of their new system, but what people don’t realize is that they use these words interchangeably. When in reality they mean two different things. Adoption refers to the overall acceptanc…
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Observe, Orient, Decide, Act - OODA Loop. If you haven’t heard about this framework before, OODA Loop was developed by Strategist and US Air Force Colonel, John Boyd. It’s a four-step process for making effective decisions in chaotic and high-stress situations. Doug and Jess take this framework, dig into it, and walk through how we can utilize this…
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Tech debt is widely talked about today, but it means different things to various people. In this episode, expect to gain a better understanding of what tech debt is, how it manifests, what limitations it can bring, and how you can go about mitigating it. There is no way around tech debt, so we might as well learn how to manage it. If you like the s…
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Bring back the behavioral science concepts! Doug and Jess walk through six concepts that all relate to making decisions. Those concepts include: chunking, decision fatigue, staging, elimination by aspects, decision inertia, and substitution. Here are the definitions of each (From Behavioral Economics): Chunking: When the same information is present…
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While the term Go-to-Market (GTM) Strategy has been around since the beginning of business-time, people have become fascinated with how it works. This term has gone from forever existing to being brand new, so today Doug and Jess are digging into what GTM strategy really is. Questions/Topics Addressed: How does Doug define GTM strategy? 5 Questions…
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Marketing attribution has Doug feeling a little salty today. He and Jess dig into whether or not marketing attribution is a waste of time. Questions/Topics Addressed: What is marketing attribution? Where does attribution marketing work? Attribution Models How do you measure marketing attribution? If you like the show, please subscribe and share the…
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Sales and sales strategy is where Doug comes from. It will always hold a special place in his heart. It's also "the last mile" for organizations. Doug sees, too often, companies that are getting 80-90% of it right only to falter when it comes to implementing their sales approach and methodology. If you want to scale growth, you must master a method…
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