Working in marketing operations and revenue operations involves a wide array of responsibilities, and oftentimes, the teams responsible are spread thin, unable to cover everything effectively. Or the person who has historically helped handle these tasks, has left or is on leave and the remaining members are unable to handle the added workload. We understand this challenge firsthand.
At Obility, we approach every client engagement as a partnership, not just merely a client<>agency relationship. By adopting this collaborative mindset, we work seamlessly with all teams and departments, helping to alleviate gaps and bottlenecks caused by team members being at capacity.
We assist and provide a helping hand in several areas of platform administration, with some of the most common being:
CRM and MAP Implementation & Migrations
Setting up a new CRM and/or MAP instance or migrating existing ones is a big task that takes a lot of time, energy, and focus that teams often don’t have the bandwidth to handle or the expertise to know how to properly execute. We have extensive experience with both aspects for CRMs and MAPs and are a great resource to use so your team can focus on their other job responsibilities.
Dashboards & Reports for CRM and MAP Platforms
Having the right reports and dashboards is not only a time saver but is imperative in understanding how your sales and marketing efforts are performing. This includes tracking sales cycle, velocity, number of leads in each stage of the funnel, lead response time, etc., and can help influence where adjustments are needed. We have some basic, go-to reports and dashboards for both CRM and MAP platforms, but based on what you’re tracking and what is important to you, we’re able to make recommendations and create custom reports and dashboards unique to you and your business needs.
Setting Configuration, 3rd Party Integrations & Package Installs
Setting configurations, 3rd party integrations and package installs, seem straight forward, right? But you would be surprised at how easily one of these could be done incorrectly. Missing a step or even selecting the wrong option can cause the integration or install to completely fail or not sync properly, providing incomplete data. We’re platform agnostic and our revenue operations team has experience in helping execute these initiatives or even reviewing and ensuring everything is working as it should be.
MAP & CRM Optimizations
Sometimes, you just don’t know what you don’t know. Let us be your extra set of eyes to review your MAP and/or CRM instance(s) and see what opportunities there are for optimization and efficiency. We review everything from naming conventions and folder structures to lead scoring and automations. If you’re interested in seeing some areas open for improvement, let us know! We have a RevOps assessment we’d be happy to provide for free.
At Obility, we pride ourselves on being more than just an agency; we are your dedicated partner in navigating the complexities of Marketing Operations and Revenue Operations. Leveraging our experience and comprehensive platform administration services allows your team to focus on their core responsibilities, while we handle the rest. Whether it’s implementing or migrating new systems, creating insightful dashboards, integrating third-party tools, or optimizing existing processes, we are here to help you achieve seamless and efficient operations. Let us bridge the gap and drive your business forward. Contact us today to learn how we can support your success.