Modern SaaS Finance with Sage An Investor POV: How FP&A works with RevOps, by Chiraag Kapoor
Aug 7, 2024
Chiraag Kapoor, Principal at Radian Capital, reveals how financial planning and analysis (FP&A) can harmonize with revenue operations (RevOps). He discusses the importance of integrated data for enhancing customer journeys and improving business performance. Kapoor emphasizes building a unified narrative through aligned metrics and collaboration between teams to boost growth. He also highlights the distinct role of RevOps in finance strategy, advocating for data-driven leadership to optimize revenue processes.
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RevOps: A Holistic View
- RevOps unifies the customer journey and gives a holistic view of business performance, going beyond siloed functional metrics.
- It stitches together data from marketing, sales, and customer success to provide a comprehensive narrative.
Centralized Data Collection
- Centralize data collection through a single source of truth, ideally a CRM.
- This allows for unified reporting and strategic insights for both internal and external stakeholders.
The RevOps Flywheel
- RevOps fosters a flywheel effect where data informs strategy, leading to enhanced processes and playbooks.
- Continuous execution generates more data, further refining the go-to-market strategy.