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Communicating Cross Functionally - Lisa Daly - RevOps Rockstars - Episode #4
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RevOps works with many different teams, and cross department communication is difficult. Today’s guest is here to help. She's a fearless ops leader with over 20 years of experience. Joining the show this week is the VP of Revenue Planning and Operations at FloQast Lisa Daly. Hosts David Carnes and Jarin Chu chat with Lisa to learn more about her leadership experiences, the future of RevOps, and how to establish cross functional communication.
Takeaways:
- Failure is ok. Many of the projects RevOps teams partake in are difficult and don’t always run smoothly. When failure happens, the best thing you can do is learn from the situation, and improve for next time.
- You need to slow down some times to speed up your projects. While a new project can be exciting, it is important to take the right amount of time to gather all the details.
- For those starting their RevOps careers, it is important to be aware of how cross functional the role is. The sales department is tied to every other department, and understanding how it all comes together will provide a clearer sense of direction.
- In house and outsourced talent have different advantages. In house talent is great for repeatable problems that you are constantly fixing. For more temporary solutions, outsourced talent provides an advantage.
- When working cross functionally, define what the metrics are. Different departments may use different terms, but ultimately mean the same thing.
- When looking at implementing new technology, a single platform that only solves 80% of the problem is easier to operate than 3 platforms that solve 100% of the problem together.
- Having someone on the team who leads RevOps has evolved from a nice to have to a need to have.
Quote of the Show:
- “You feel like you're in a room of disagreements, but you're really agreeing. It's just a vernacular issue.” - Lisa Daly
Shoutouts:
- Teresa Swart: https://www.linkedin.com/in/teresaswart/
Links:
- LinkedIn: https://www.linkedin.com/in/lisa-daly-7aa4162/
- Website: https://floqast.com/
Ways to Tune In:
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