#49 Why you need a RevOps Charter (& how to set it up) - with Steve Silver, Ex VP Research & RevOps leader at Forrester

Steve Silver, ex-Vice President and Research Director at Forrester, joins us to discuss the critical elements of creating a RevOps charter. With decades of experience in sales operations and RevOps research, Steve provides actionable insights into how to structure, design, and activate a RevOps charter that aligns with the broader business goals. He shares his approach to creating a unified revenue operations strategy that breaks down silos between marketing, sales, and customer success. We cover: - The importance of a RevOps charter and how to develop one - Structuring RevOps responsibilities across planning, process, technology, data, and measurement - How to align key stakeholders, including sales, marketing, finance, and customer success - The evolving role of technology in sales and RevOps, including the rise of AI and automation - Best practices for measuring success in RevOps beyond activity metrics Steve Silver on LinkedIn: https://www.linkedin.com/in/stevesilver/ RevOps Letter: https://www.getweflow.com/revopsletter Janis on LinkedIn: https://www.linkedin.com/in/philippstelzer Philipp on LinkedIn: https://www.linkedin.com/in/janiszech Weflow: https://www.getweflow.com Chapters: (00:00:00) Introduction (00:01:18) Steve’s Background and Evolution of RevOps (00:03:59) Why Create a RevOps Charter? (00:06:24) Defining the Scope of RevOps Responsibilities (00:10:30) Structuring the RevOps Organization (00:15:40) The Role of Data and Metrics in RevOps (00:19:33) Aligning RevOps with the CFO and FP&A Teams (00:26:01) The Future of Sales Technology and AI in RevOps (00:34:08) Final Thoughts and Advice