9:30 AM
DOORS OPEN
All attendees welcome
10:00 AM
MAIN STAGE
Keynote: RevOps - Past, Present, and Future
With RevOps emerging on the scene in 2015, there have been no opportunities for history to repeat itself — no past corollaries for the downturn we’ve all been experiencing recently. RevOps is an ever-evolving practice with unlimited room for improvement as you connect people, processes, and technology. LeanData CEO Evan Liang will take the keynote stage joined by three noted revenue leaders, Jeff Serlin, Franco Anzini, and Christine Maxey, as they provide perspective and discuss the challenges and opportunities for RevOps during a downturn while keeping an eye on what the future holds for the practice.
Attendee takeaways:
11:00 AM
STAGE 1
Where Do You Go From RevOps? Advancing Your Ops Career Path
What does a successful career path in revenue operations look like? Learn from three former RevOps pros who advanced their careers into VC, executive leadership, and COO roles as they share the hallmark tenets of great operators, important skills and competencies, and what translates to the next level in a RevOps career journey.
Attendee takeaways:
STAGE 2
3 Ways to Protect Revenue and Preserve Customers
Join this session to hear how business leaders are reducing churn, getting ahead of risk, and cultivating a legion of loyal customers. The panelists will cover topics such as automation, using the right customer data, renewals cadences, and more.
Attendee takeaways:
WORKSHOP
Optimization Over Consolidation: Why Tech Stack Consolidation in a Down Economy Isn't Always the Answer
In challenging economic times, it’s easy pointing to consolidation as the answer. However, the key to thriving lies in optimizing your existing tech stack that was chosen for a reason: to unite the collective force of marketing, sales, and customer success.
Attendee takeaways:
11:30 AM
STAGE 1
The Reports Your CMO Wants to See
STAGE 2
Secrets Behind Cultivating a High-Performance GTM Culture
The secrets behind building — and maintaining — an A+ GTM team.
Actionable steps for how to evaluate performance and identify areas of improvement.
How the right incentive compensation strategy can help sustainably motivate reps and drive reliable revenue results.
12:00 PM
LUNCH AND NETWORKING
12:30 PM
STAGE 1
Building Blocks of Revenue: A Hands-On Guide to Designing Your Waterfall Model
In the dynamic realm of sales and marketing, achieving revenue targets demands more than just intuition—it requires a structured approach that marries historical data with forward-thinking strategy. This session offers a comprehensive dive into designing a tailored waterfall model, starting with the foundational bookings plan, integrating historical pipeline data and close rates, and finally setting precise pipeline goals for upcoming quarters. By melding art and science, this hands-on guide sets you on the path to predictable and sustainable revenue growth.
Attendee takeaways:
STAGE 2
Route Your Way to More Website Pipeline
1:00 PM
MAIN STAGE
Keynote: The #1 Secret to RevOps’ Success: Transforming the Buyer and Seller Journey
If you know you know — organizations that have a strong RevOps function achieve more success, drive results more consistently, and create a better experience for both buyers and sellers. How can you position your RevOps organization to create this impact? What is the secret to making the sales experience better for your revenue team?
In this keynote session, you’ll hear from Jake Goldfield, David Obrand, and Ellie Fields on how to understand the strategic role RevOps plays, offer great experiences to your customers, and get the visibility and common data set you need to make a positive impact on your business.
2:00 PM
STAGE 1
Busting Silos: Snowflake’s Unified, Account-Based Motions at Scale
Through a combination of account prioritization, digital advertising and highly targeted SDR prospecting, Snowflake experiences 2X to 4X increases in SDR efficiency. Hear from Travis and Hillary as they describe a unique approach to account-based marketing they’ve coined “One-Team GTM.” Learn from Travis and Hillary as they share plays and strategies from their recently published book, Busting Silos.
Attendee takeaways:
STAGE 2
How to Design and Execute a Rock-Solid AI Strategy That Drives Results
It’s time to go from theory to action. In this session, you’ll hear a thoughtful approach for weaving AI into your strategic planning. Rebby John (Salesloft’s Senior Director of Sales Engineering) is set to tackle the common questions and considerations surrounding AI — based on Salesloft’s unique perspective as an innovator in the category.
Attendee takeaways:
WORKSHOP
Strategy Mindshare for GTM Ops
In this hands-on workshop, you’ll collaborate with your peers and explore what good looks like for GTM Ops from a wide variety of like minded professionals. Learn how you can identify gaps in your revenue process, get ahead of risks, increase team alignment, and encourage buy-in across your organization.
Attendee takeaways:
2:30 PM
STAGE 1
"Growth at Any Cost" Is a Path to Failure. You Need Quality Revenue—Here's How
For years, the mantra was to book any deal, at any cost, and just show the revenue growth. That model is now outdated as Boards want to see quality, profitable revenue. All deals are not created equal, and you should incentivize your sales team to focus on quality.
Attendee takeaways:
These approaches might have worked for your predecessors, but today, we have the technology and tactics to push well beyond that. A quality revenue operation is the engine that drives your business, and most organizations don’t give their revenue operation the attention it deserves. In this sprint of a talk, we will cover how you can measure and motivate to achieve quality revenue.
STAGE 2
Turning Process into Power: The Next Big Play for RevOps
3:00 PM
STAGE 1
The Impact of Generative AI on Ops Roles
STAGE 2
Next-Level GTM: Tactical Tips for Personalized Buying Experiences
When you have your marketing, sales, operations, and partnerships teams all marching in the same direction, you’re sure to pull off an impressive show. In this session, you’ll find hot takes, actionable takeaways, and thought-provoking answers that will help you innovate on your go-to-market strategy to deliver more personalized buying experiences, even amidst turbulent economic conditions.
Attendee takeaways:
WORKSHOP
Come on Barbie, Let’s Go Party… with Better Data Activation, Process Benchmarking, and Automation
Do you treat your data and processes like you live in Barbieland, where everything is perfectly curated and the same? All successful Barbies and Kens must understand the proper framework to evaluate their GTM processes.
Join us for a whimsical experience where we unravel the mysteries of pipeline generation. In a fiercely competitive market, where you’re fighting for shelf space — and tools seem to multiply like sparkles — it’s time to infuse your strategy with a dose of Barbie’s attitude. GTM leaders from LeadIQ, LeanData, and some fabulous guests (revealing soon) are happy to take you on a ride to better pipeline frameworks. “Are you ready?” “Sure, Ken!”
Attendee takeaways:
Learn how to activate your contact data and what buying signals you should leverage and trust.
Understand the importance of mapping your prospecting and pipeline generation processes, find bottlenecks and “swivel chairs”, and optimize these processes for speed and effectiveness.
Dive into endless possibilities of automating aspects of your prospecting and pipeline processes that are time-consuming and low-value.
3:30 PM
STAGE 1
OpsStars Unplugged: Navigating the Revenue Engine in Turbulent Times
We are excited to present a panel discussion with two OpsStars, moderated by LeanData’s Senior Director of RevOps, Christine Maxey. They’ll discuss their experiences navigating the current business climate when evaluating various pieces of the revenue engine and how the “do more with less” mentality can actually be a blessing in disguise. An audience favorite every year, you can expect an honest discussion and helpful insights for all ops pros today.
STAGE 2
Fireside Chat with NCR: Successfully Navigating Change in the Enterprise
Tech advancements, trends, and market shifts are happening fast (looking at you, AI) and organizations are doing their best to adapt. But the ability to translate business requirements to the ever-shifting IT side of the house isn’t easy. During this session, Amanda Morrell (Senior IT Salesforce Leader at NCR Corporation) will share how she successfully navigates change amidst the dynamic IT environment across multiple industries — so you can, too.
Attendee takeaways:
4:00 PM
STAGE 1
The Next RevOps Revolution: AI and Data Science in Revenue Plays
Ari and Kelly, representing NVIDIA’s Revenue Marketing team, will take the OpsStars stage to share their experience in leveraging AI and data science for revenue play efficiency, scaling, and ROI. Learn how NVIDIA’s team of data scientists interpret the signals that feed into tying all things to revenue for a clearer lens in identifying buying groups in ready-to-engage accounts. Ari and Kelly will highlight the iterative process of collecting feedback, analyzing metrics, and making data-driven changes to optimize and align cross-org efforts. This session offers practical recommendations, addresses potential roadblocks, and highlights the role of a revenue team in enacting transformational change.
Attendee takeaways:
STAGE 2
SAVE vs SPEND: A Growth-Oriented Approach to Tech Decisions for Revenue Operations
Technology silos are a problem for many organizations, impacting top and bottom line results. Join sales leader Tim Miller and marketing leader Nicole Schnell of Shift Paradigm as they discuss ways companies are gaining competitive advantage using technology in today’s marketplace. Checkout Shift Paradigm’s Tech Navigator and turn business insights into growth opportunities.
Attendee takeaways:
WORKSHOP
Ecosystem-Led Growth: Integrating RevOps Strategies with Partnerships
4:30 PM
STAGE 1
From Insights to Actions: How AI is Redefining Revenue Operations
If a SaaS company doesn’t have AI in their description in 2023, does it even exist? Ok, all jokes aside, the bridge between data-driven insights and actionable strategies is more crucial than ever for RevOps teams. In this session, Pete Kazanjy (Co-Founder & CRO @ Atrium, Founder @ Modern Sales Pros) will elaborate on the transformative role of Artificial Intelligence in Revenue Operations. As the traditional boundaries of the revenue function blur, AI emerges as the catalyst driving seamless integration and optimized decision-making.
Attendee takeaways:
Join us to unearth the future of RevOps, where AI not only offers insights but empowers RevOps to quickly take action.
STAGE 2
Collaboration Station: RevOps and Enablement
In this panel discussion with operations and enablement leaders, you’ll learn best practices on improving handoffs, achieving tight alignment, and capitalizing on joint opportunities to achieve sustained growth and revenue.
Attendee takeaways:
5:00 PM
CLOSING
Pipeline Summit Live! at SFMOMA, hosted by Qualified
Join us for a fun and engaging evening event on the Rooftop Garden at the SFMoMA. Guests will enjoy cocktails, content and networking. Attendees must register here.
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OKMeet the OpsStars 2023 Awards Winners! See the list.
Learn from the past and look forward to the future in this lightning round panel. Join Steve De Marco, CRO at LeanData, along with top industry thought leaders presenting workshops on Day 2 of OpsStars to find out how they got to where they are today and what advice they have for tackling 2021+ beyond.
Imagine a sales organization where reps, even those who are behind plan, voluntarily publish their personal activity logs and sales results to leaderboards. How about one where those reps spend more time selling than they do logging CRM updates – and where they actually look forward to receiving instant performance ratings loaded with useful tips for improving their performance?
While this might sound too good to be true in sales, it’s a reality today for fitness enthusiasts. In recent years, fitness technologies have eliminated manual activity tracking for athletes while also providing predictive, prescriptive and AI-driven insights that help users achieve their personal bests.
Join renowned Revenue Operations experts Dana Therrien and Scott Forrey to learn how these cutting-edge fitness technologies influenced them personally. And more importantly, learn how they believe the fitness tech model can shift today’s sales cultures from ones of interrogation, data inspection and intimidation to ones of inspiration, encouragement and personalized coaching.
Is data a key driver in your go-to-market process? Hint: It should be.
How much do you lean on data intelligence to maximize your prospect and customer journeys? New data improvements and implementations can elevate your business from great to elite.
In this session, you’ll learn
Traditionally, generating quality lead engagement is a task that has fallen squarely on Marketing’s shoulders – Marketing generates the lead, nurtures it until it’s deemed warm, and hands it off to Sales. But the times have changed: it’s becoming more crucial for Sales and Marketing to share that responsibility by way of a hyper-coordinated, personalized nurture effort, earlier in the buyer’s journey.
This session will cover practical tips for building a coordinated nurture strategy and how AI-powered tools can help drive automation without sacrificing personalization. You’ll learn:
Are you ready to finally crack the code on marketing measurement?
One of the most elusive parts of marketing is measuring success — understanding how programs drive engagement across key accounts, how accounts are progressing, and, when sales should act. Learn why attribution, MQLs, and CTRs just won’t cut it anymore and how to pivot to new operational metrics related to account-based everything .
So, set your attribution models and MQL reports aside, and pull up a seat at the revenue operations table. Join Kory Geyer, Director of Revenue Ops at 6sense, and Rauli Garcia, VP of Strategic Marketing at Sage Intacct in this session, for an unveiling of the new account-based dashboard. You’ll learn how to:
Software innovation is disrupting every industry, and the B2B revenue engine is no exception. The highest-performing companies today are leveraging technology – and their GTM Ops functions – to leapfrog the competition.
Join LeanData CEO Evan Liang as he examines the past, present and future of Operations. And how “the rise of Ops” will increasingly give this role a seat at the table. Joining Evan for a virtual fireside chat on this topic is Lars Nilsson, the VP of Global Sales Development at Snowflake.
2020 has been a year of crisis and uncertainty. From a business perspective, the 2020 experience has forced go-to-market organizations to reinvent their approaches and build a more resilient, versatile, and predictable growth machine.
Join Craig Rosenberg, Chief Analyst at TOPO, as he presents the key innovations heading into 2021 that will be required to drive lasting revenue growth.
Remote working has unveiled some serious cracks in the traditional sales process—and with increasing pressure to deliver revenue predictability, the weight of those gaps falls directly on the shoulders of the operations team. The reality is most organizations don’t have a strong understanding of “what good looks like,” and by the time they report on the forecast, it’s typically too late to change the trajectory of the quarter. Diane Palmer, Senior Director of Revenue Operations and GTM Strategy at New Relic, has changed the game for revenue operations. The team at New Relic is pioneering the practice of using leading indicators to monitor sales performance, anticipate risks in the pipeline and introduce more proactive coaching practices for sales managers to affect immediate change.
In this session, learn how Diane and her team are partnering with People.ai to get ahead of their competition using leading indicators to accelerate predictable pipeline build, conversion and ultimately revenue growth.
Zoom is all about keeping businesses and people connected. With the COVID-19 crisis, however, this mission took on a new level of imperative.
People around the world urgently sought new ways to safely maintain vital face-to-face communication and collaboration in their work, school and personal lives. This global shift to remote interactions accelerated the adoption of Zoom’s video-first unified communications platform – with daily meeting participants jumping from 10 million in December to 300 million by April 2020.
How did Zoom’s operations team scale lead-management systems and processes with the speed and agility needed to keep up with business demand and growth at this unprecedented rate?
Hear from the team who successfully tackled this challenge. Take a peek behind the scenes for a glimpse at “a day in the life” during these extraordinary times. And hear what lessons they learned along the way, with best practices and recommendations to share with other Ops professionals.
As one of the Top 15 Most Influential Women in B2B Marketing, and a Senior Founding Member of Women in Revenue, InsideView CMO Tracy Eiler is a true Ops Star. Join Tracy alongside Kelsey Ericks Carricato, InsideView Sales Development Manager, as they sit down with Qualified founder, Sean Whiteley, to dig into the “Conversational” movement, and what it means for revenue-owning sales and marketing leaders. Hear real-life real examples of using conversational marketing to move from old-school gated content to real-time, meaningful conversations with qualified buyers. If you’re an ops professional looking to drive more pipeline and shift your website from your company’s biggest blind-spot to your biggest asset, this is a session you won’t want to miss.
Join this panel discussion for an open and honest discussion about the challenges these leading practitioners have faced and how they overcame them using industry best practices. This group will share what they have learned and how you can apply it to your own sales & marketing processes. This is the ultimate session for Ops by Ops and is an audience favorite every year.
Its promise is simple: “No matter what, no matter where. DocuSign will keep your business moving forward.” With the COVID-19 crisis, however, this commitment took on new significance.
As the world shifted from the office to remote work, demand grew rapidly for DocuSign’s digital signature and cloud-based agreement solutions. And yet, the company was able to successfully mobilize at the speed needed to support the needs of healthcare, emergency-government services, education and other vital businesses during this critical time.
In the face of growing lead volumes and fast-changing go-to-market conditions, how did DocuSign successfully meet this challenge? Hear from the go-to-market operations team who built the highly scalable, flexible and “built for speed” lead management engine powering the company’s rapid response to incoming requests. And learn how this sophisticated new lead management engine ultimately allowed DocuSign to be there for businesses around the world when they needed it the most.
Are your reps capturing the right data around customer engagement? Measuring engagement is now a must-have for accurate sales pipeline forecasting. By spotting emerging trends with likelihood of impacting deal closure, sales managers can more effectively evaluate all opportunities in the pipeline – and remove those less likely to be won.
For any sales manager or revenue operations professional involved in forecasting management, this session is for you. Learn how integrating data-driven engagement measurements into your forecasting process can boost accuracy – and how to get started.
Join preeminent sales and revenue authorities Pete Kazanjy, founder of Modern Sales Pros, and Don Otvos, RevOps leader at LeanData, to learn how you can supercharge your forecasting process in 2021.
Topics will include:
We all want to clone our best buyers, but this task is often fraught with complexity as internal bias and past performance dictate perceptions. Perhaps there’s a large piece of the market that’d be perfect, you just haven’t discovered it yet. This is where true buyer intelligence can make the difference. Join us and our client, Workhuman, where we’ll share their approach to getting smarter about finding the right buyers.
In this session, you’ll learn:
Limelight Networks delivers the highest quality online video experiences around the globe – particularly important in today’s environment as people are using online video more than ever before. At just the right time to capitalize on this growth, their marketing operations team improved visibility and tightened alignment with sales.
Their entire buyer journey was filled with data, but their campaign effectiveness and attribution were difficult to measure. They needed to expose more insight around sales and marketing activity, draw connections between marketing touchpoints and revenue, and enable more precise adjustments to strategy.
How did Limelight identify their revenue-driving and pipeline-influencing activities? How did they provide visibility for building alignment and improving strategic decisions?
Hear from their director who drove a cultural shift at Limelight, improving campaign optimization and building trust across functions. Explore how they have used insights to increase account penetration and accelerate stalled opportunities. Hear what they learned on their own journey and what they recommend for achieving similar results in your own organization.
Join this panel discussion for an open and honest discussion about tackling racism and bias in the workplace. This group of revenue leaders and individual contributors will cover:
Jama Software provides the leading development platform for building complex products and integrated systems. Jama sells software across various industries, and understanding how each of these industries and markets are different is key to their success in maximizing customer acquisition and revenue growth.
Join Drew Keenan, Director of Business Intelligence and Sales Operations, who will share learnings from Jama’s journey to develop a single source of truth for customer data, enabling them to increase confidence and trust across sales and marketing teams through improved data quality.
Key takeaways:
Does your CEO lament that your sales rep’s productivity isn’t high enough? Do your reps often tell you that the territories and quotas aren’t fair? Do you send your reps to go after accounts that look great and should be great customers, but even after throwing resources and running plays at these accounts nothing much seems to happen?
Get an under the hood look from Kenny Hsu, Head of Sales Operations at Anaplan as he discusses why he believes in these unprecedented times, rev ops professionals must use Moneyball concepts when it comes to sales planning, and the lessons he and his team learned along the way as they applied Moneyball to enterprise sales.
Most RevOps teams know their business processes and data aren’t ready to support their new go-to-market initiatives. So, where do you start? And, what’s the best way to get a buy-in from the broader team and your leadership?
Join Josh Ren, Director, Marketing Operations at Netskope, and Openprise Vice President of Marketing, Allen Pogorzelski, as they share the key areas where a data management program can amplify the impact of every RevOps person, process, and technology
Find out how you’ll be able to:
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