RevOps Audit & Strategy
Maximize revenue with a detailed RevOps audit and a clear roadmap
OBJECTIF
Mapping your RevOps processes, strategy and roadmap
The RevOps audit service is the ideal solution to improve the efficiency of your revenue operations. Starting with a thorough analysis of your systems and processes, the audit provides a comprehensive view of the current state of your revenue operations. It ends with a detailed roadmap for implementing RevOps & CRM, identifying key projects and recommended initiatives for the following 6 to 12 months. Approximately 8 weeks, this audit is characterized by a rigorous methodology and our commitment to providing concrete recommendations to optimize your revenue operations and support your growth.
Le processus
Meeting
Kickoff and planning
Your RevOps consultant at Lakhos will lead a 60-minute kickoff meeting during the first week. This meeting will cover the introduction of stakeholders, the review of goals, and the planning of next steps.
Workshops (3 to 6)
Analysis and mapping of the current state
Organizing workshops with key stakeholders will be a key step in the process. These sessions will be specially designed to understand the context and challenges of your business when it comes to RevOps, as well as to map the customer journey and business processes. By involving stakeholders, this will ensure a precise and realistic understanding of your teams, thus promoting optimal customization of the solutions proposed.
Workshops (1 to 2)
Co-creation of your RevOps strategy
At this stage, we will work closely with your team to design a RevOps strategy that is aligned with your specific goals. Co-creation workshops based on the principles of Design Thinking will be organized in order to guarantee optimal personalization, integrating the ideas and expertise of your teams. Together, we will define effective processes and optimize your systems to inform and align our recommendations.
Workshops (1 to 2)
Documentation and validation of recommendations
During this validation and recommendations phase, workshops will be organized to confirm the mapping and documentation of the current status, as well as to validate and prioritize the orientation of the initial recommendations. You will actively contribute to the validation and prioritization of initial recommendations. The collaboration between you and the Lakhos team will be crucial for an adequate understanding of the current state and the definition of strategic recommendations and priorities for the roadmap.
Workshop (1)
Roadmap Documentation & Presentation
Finally, we will document a detailed RevOps roadmap that will identify projects to be completed in the next 6 to 12 months, thus offering a medium-term strategic vision. This roadmap will be a valuable guide to direct efforts toward your organization's specific goals, ensuring continuous and consistent progress. We will organize a final presentation meeting of the audit report and recommendations.
Questions fréquemment posées (FAQ)
Migrating data to HubSpot typically involves exporting data from your current systems, cleaning and structuring the data, and then importing it into HubSpot. Working with an experienced team is crucial to ensure that all important data is successfully migrated and that relationships between data are maintained.
The duration depends on the scope of your project and the type of support. For a turnkey project, the MVP phase generally takes between 3 and 6 months. We also offer an onboarding process in co-development mode with a resource person, which generally takes 6 to 8 weeks.
Yes, HubSpot is suitable for all sizes of businesses, from startups to large organizations. Its scalable features and flexible pricing make it accessible and beneficial for companies with varying needs in marketing, sales, and customer service.
HubSpot offers a wide range of integrations with other popular tools, including Salesforce, Slack, Google Workspace, Microsoft Office 365, Mailchimp, Zendesk, as well as accounting systems like QuickBooks and Xero, ERPs such as SAP, ERP such as SAP, Dynamics Business Central, Google Workspace, Google Workspace, Google Workspace, Microsoft Office 365, Mailchimp, and Zendesk, as well as accounting systems like QuickBooks and Xero, ERPs such as SAP, Dynamics Business Central, Google Workspace, Google Workspace, Microsoft Office 365, Mailchimp, and Zendesk, as well as accounting systems like QuickBooks and Xero, ERPs such as SAP, Dynamics Business Central, Google Workspace, In addition to these integrations, HubSpot has an extensive app marketplace where you can find lots of other integrations tailored to various needs and systems. This marketplace makes it possible to synchronize data, automate workflows, and streamline processes across different systems.
HubSpot offers a comprehensive learning platform, HubSpot Academy, ideal for expanding your knowledge. At Lakhos, we also offer you continuous support with personalized training and specific coaching, thanks to our development plans.
Benefit from comprehensive expertise at a lower cost than a full-time employee. Our team optimizes your operations with cutting-edge technologies, improves your efficiency and reduces your costs while offering you the innovation you need to remain competitive.
- Access to expertise and experience: Our team brings a wealth of knowledge and experience, allowing you to take advantage of this expertise and take your operations to the next level.
- Improving efficiency and productivity: You will be able to streamline your operations, reduce costs, and increase productivity.
- Access to innovation: Our team uses cutting-edge technology and innovative solutions to help you stay ahead of the curve and stay competitive in an ever-changing marketplace.
- Cost reduction: By entrusting certain functions to our RevOps team, you can reduce your overall costs and maximize the impact of your investment.