Beyond The Pipeline

Summary In this episode of Beyond the Pipeline, Srikant Sivasubramanian shares his journey from consulting at McKinsey to leading the forecasting function at Freshworks. He discusses the evolution of the forecasting model at Freshworks, highlighting the transition from a sales-driven methodology to a more structured, cohort-based approach. Srikant emphasizes the importance of leveraging historical data and building trust within teams to improve forecasting accuracy and drive business success. In this conversation, Srikanth discusses the intricacies of sales forecasting, emphasizing the importance of pipeline management, data quality, and the implementation of machine learning models. He shares insights on how to achieve accuracy in forecasting while providing practical advice for organizations looking to build effective forecasting models. The discussion highlights the critical role of operational efficiency and the need for a strong data foundation to support forecasting efforts. Connect with Srikanth on Linkedin [https://www.linkedin.com/in/srikanth-sivasubramanian/]. Don't forget to mention this episode while sending out a connection request.

Summary In this episode of Beyond the Pipeline, host Vivin and guest Kyle Crouse delve into the intricacies of data modelling in B2B SaaS, discussing the importance of understanding business needs, the common pitfalls in data management, and the balance between leveraging standard objects and creating custom fields. Kyle shares insights on governance, data quality, and the need for flexibility in data solutions, emphasizing the importance of working backwards from desired outcomes to define data requirements effectively. In this conversation, Kyle Crouse discusses the complexities of data modeling within Salesforce, emphasizing the trade-offs between custom and standard objects, the importance of documentation, and the challenges of integration. He highlights the role of duplicate data, the significance of choosing the right object for fields, and strategies for enhancing user adoption.

In this episode of Beyond the Pipeline, host Vivin speaks with Kamil Rextin, founder of 42 Agency, about how to look at buying and using tech in pre-seed and seed-stage startups. Kamil draws from his experience on how you have to be nimble in terms of pivoting and often, you need to spend money on tech after making sure of your processes. We also discuss how it is vital to have stakeholder alignment and be clear about your existing tech stack before buying new tech. Kamil emphasises the need to do something manually to get the process and definitions sorted - because if you don't have your process and definitions sorted - your tool discovery will most likely go wrong.  We also talk about siloed tools, where one team does not know which tools are being used by another team. Kamil also brings examples of what he has seen with the clients he worked with and where he sees gaps. Connect with Kamil on LinkedIn [https://www.linkedin.com/in/kamilrextin/] If you liked this episode, it would mean the world to me if you give you a 5-star review. Thanks If you have any suggestions, again it would be awesome if you could send it to me on vivinvergis@beyondthepipeline.com or connect with me on linkedin [https://www.linkedin.com/in/vivin-vergis-023183b6/]

In this episode of Beyond the Pipeline, host Vivin interviews Taft Love, founder of Iceberg RevOps, who shares his unique career journey from detective to sales leader. The conversation explores the importance of operations in early-stage startups, when to invest in operations and the challenges of maintaining sales processes. Taft emphasises the need for strategic thinking in hiring operations talent and discusses the balance between SDR and ops roles. In this conversation, Taft Love discusses the complexities of scaling operations within organisations, emphasising the importance of thoughtful decision-making and the balance between firefighting and strategic growth. He highlights the critical need for alignment between sales and operations teams, addressing common misalignments and the role of communication in fostering collaboration. Taft also shares insights on understanding leading indicators for SDR performance, advocating for a deeper analysis of sales strategies rather than just focusing on activity metrics. You can connect with Taft on LinkedIn here [https://www.linkedin.com/in/taft-love/]. If you liked this episode - it would mean the world to me if you give us a 5-star rating. Thanks in advance.

Summary In this episode of Beyond the Pipeline, Vivin and Anthony Enrico discuss the intricacies of creating an operating plan and growth model for VC-funded companies. They explore the importance of setting ambitious yet achievable goals, the role of RevOps in the planning process, and the necessity of using historical data and assumptions to inform decisions. Anthony shares insights from his journey in operations and the evolution of LeanScale, emphasizing the need for ongoing adjustments to plans based on real-time data and market conditions. In this conversation, Anthony Enrico discusses the importance of understanding sales cycles, the challenges of data management in companies, and the necessity of establishing a solid data capture foundation. He emphasizes the essential data points needed for sales stages, navigates the complexities of data stacks, and shares insights on adjusting business plans and hiring strategies as companies grow. Connect with Anthony on LinkedIn [https://www.linkedin.com/in/anthonyenrico/] Watch a detailed video on growth modelling here [https://youtu.be/aCcS8tFl2zY?si=zD6P6Lyqe8NFEqo_] Use this template to create your own growth model [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbjVnaGMyY1dCNWN0MXlxUDN2OGdzYUctekp3Z3xBQ3Jtc0ttVHpqcVlORmR5SUFNQTZfRnhJNFZGVGxJNC1BLXB1eWVkQjE3SENVUWxoZlMxaUFtajB6Y2lvRzFoSWtGU3FfUmR2Zm9FZDgwakhsN28tU3F1Z2JJOEk0ZkJ3UDZlbnJBWlBhcVBlRmJzZ3daVERVTQ&q=https%3A%2F%2Fdocs.google.com%2Fspreadsheets%2Fu%2F0%2Fd%2F1USAaOnf8hs2YMvw2Wu8wXaoX_oF-0ainI2I3egrK2jA%2Fcopy&v=aCcS8tFl2zY] - Created by Anthony and team at LeanScale Liked the episode - follow Beyond the Pipeline [https://www.linkedin.com/company/beyond-the-pipeline/] on LinkedIn.