Leadership

revops agency image is light blue with RevOps Q&A in yellow including a photo of project36 founder Joe Birkedale
Leadership
When and How to Hire a RevOps Agency

RevOps is pivotal in aligning sales, marketing, and customer success teams to maximize revenue generation and operational efficiency. However, many organizations struggle with launching RevOps internally and often require external...

two people having a discussion at a work table. For blog "how and when to churn customers"
Leadership
How and When to Churn Customers & Prospects

As much as we want to mark every opportunity as “closed/won” and retain every customer, sometimes it makes more sense to cut ties than to overextend your team’s resources, workloads,...

how to design a comp plan / image of compensation plan templates in QuotaPath
Leadership
How to Create a Sales Compensation Plan

Creating a sales compensation plan requires careful consideration of various factors. These include Go-To-Market team size, average deal value, selling motion, sales complexity, team member role, and pricing model —...

how to create a strategic compensation plan - image of woman typing on computer
Leadership
Guide to Strategic Compensation Planning

Strategic compensation planning refers to the deliberate and thoughtful process of designing and managing an organization’s compensation structure and policies in alignment with its overall business strategy and objectives.  This...

AI in Finance, image of man sitting at desk with dollar sign clip art left of him
Leadership
AI in Finance: Beyond the Hype, Transforming the Future of Money

Artificial intelligence remains in. Adoption rates for companies using AI more than doubled from 2017 to 2022, according to McKinsey. Moreover, amongst individual users, 71% reported they had at least...

key business objectives in 2024 and aligning to compensation
Leadership
How to Align This Year’s Most Popular Biz Objectives With Comp

We recently conducted a LinkedIn poll to get a pulse on the current business climate, asking leaders to identify their North Star metrics for 2024.  The results were resounding: revenue...

customer retention strategies - image of 8 people's headshots
Leadership
Unpacking 5 of the Most Effective Customer Retention Strategies

As the dust settles and we reflect on the ups and downs of 2023, one thing remains crystal clear: effective customer retention strategies marked one of the hottest topics.  Following...

comp plan rollout image of group of folks sitting in a meeting
Leadership
How to Rollout Your Comp Plan

The importance of a masterful compensation plan rollout cannot be understated. It’s essential to use clear and effective communication throughout the process so reps fully understand the comp plan design...

revops metrics, yellow background with graph icon and image of computer screen with a chart
Leadership
RevOps Metrics to Track in 2024

RevOps is evolving as it rises in popularity, creating trends in 2023 like sales role changes, increased AI tool use, greater customer-centricity, and different organizational structures. For instance, our team...

ae comp plan examples with renewals
Leadership
AE comp plan with a renewal focus

Account executives (AE) owning the renewal process is common practice in SaaS.  But not all SaaS companies follow suit. In this sector, particularly among mid-sized to large companies, account executives...

avoiding over complicating comp plans, man sitting at desk with arms behind his head
Leadership
How to Resist Overcomplicating Your Comp Plans

A well-designed and executed sales compensation plan is essential to company success. It is intended to communicate expectations and motivate sales behaviors that drive business goal achievement. If the comp...

startup audit asc 606 compliance sales compensation, image of calculator atop paperwork
Leadership
5 tips for a successful startup audit

Congress passed the Sarbanes-Oxley Act in 2002 to mitigate fraudulent financial reporting, requiring public companies to run audits with an independent auditor every year. But what about startups? Are they...

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