Mastering Revenue Operations

Mastering Revenue Operations

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Mastering Revenue Operations
Mastering Revenue Operations
Revenue Operations Professionals Are Builders
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Revenue Operations Professionals Are Builders

Matt McDonagh's avatar
Matt McDonagh
May 12, 2024
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Mastering Revenue Operations
Mastering Revenue Operations
Revenue Operations Professionals Are Builders
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Creating a new system that solves a revenue-blocking problem is one of the joys of Revenue Operations.

As a Salesforce Admin for 15+ years and Developer for over a decade I can say for sure — bringing these systems to life requires a great deal of thought and collaboration.

Mastering Revenue Operations is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

Here's a general outline of the process of standing up your own Salesforce solution:

  1. Define Requirements

  2. Choose Development Approach

  3. Design Data Model

  4. Develop UI/UX

  5. Deploy Business Logic

  6. Test, Deploy and Optimize

Let’s walk through these and explore the surface area of successful revenue operations application development.

Define Your Requirements:

The Main Idea
  • Clearly outline the purpose and goals of your application.

  • Identify the specific features and functionality you need.

  • Determine your target users and their roles within Salesforce.

  • Consider any integration requirements wit…

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