Union Square Consulting
RevOps Corner
Welcome to the RevOps Corner. In this Podcast we're in the corner of Revenue Operations and Go To Market professionals, sharing strategy, advice, and best practices for building scalable sales, marketing, and customer success operations in growth-stage B2B SaaS companies. For more information, go to:http://www.unionsquareconsulting.com
Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: www.unionsquareconsulting.com
Autor
Union Square Consulting
Kategoria
Strona podcastu
Ostatni odcinek
7 lip 2026
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Odcinki
Why Most GTM Reporting is Useless 07.07.2026 52:32
You invested six figures in Salesforce, hired a rev ops team to build dashboards, and six months later nobody's looking at them. Or worse, people are looking at them but spending every team meeting arguing about whether the numbers are right instead of deciding what to do about them. One rep shows an 85% close rate, another shows 15%, and the blended number looks fine on paper. The CEO says visibi...
Find the Revenue Hiding Inside Your GTM Ops with Betsy Matthies 30.06.2026 46:22
Betsy Matthies took over a 150-person team at AWS whose entire job was to help customers save money on their cloud spend. A cost center by every definition. Sales hated them because every optimization call meant less revenue on the books. But Betsy saw something nobody else did: those same customer conversations were surfacing stalled opportunities that could be unblocked with the dollars being sa...
The AI Mistakes CROs Keep Making with Jonathan Kvarfordt 23.06.2026 53:59
CROs are buying AI tools expecting transformation and getting nothing back. Jonathan Kvarfordt teaches an AI strategy course to revenue leaders at $20M-$200M+ companies, and the first question is always the same: what tools should I get? It's not a bad question. It's just the wrong place to start. When all you do is give a rep a copilot license with no training, no context, and no redesigned proce...
How Steven Birdsall Built a €1B Business Inside SAP When Everyone Said It Would Fail 16.06.2026 52:58
Steven Birdsall walked into the SAP boardroom and asked for €20 million to build an entirely new business unit. The pitch: take everything SAP was known for — complex, expensive, long implementations — and package it into fixed-scope, fixed-fee solutions that customers could be live on in ten weeks or less. The board said yes. Then every sales rep, every consultant, and every partner told him it w...
CRO Stories: Good Revenue, Bad Revenue, and the Churn That Helps You Grow with Jackie Rousseau-Anderson 12.06.2026 52:36
Jackie Rousseau-Anderson walked into a company approaching $100M and realized that the revenue everyone was celebrating looked very different once you layered in gross margins by segment. Some enterprise clients had been compressing margins for years because the sales team did whatever it took to keep them happy. The top-line number looked great. The profitability underneath it told a completely d...
CRO Stories: How AI Delivered 3x ARR Per Rep at QuotaPath with Ryan Milligan 09.06.2026 49:21
Ryan Milligan's team at QuotaPath hit 100% blended quota attainment eight of the past ten quarters. The way they got there wasn't by adding headcount. It was by looking at every step in the funnel where a rep was spending time on something that wasn't uniquely human, and putting AI on it. The result: reps went from spending 25% of their time selling to closer to 50%, and ARR per rep tripled. In th...
CRO Stories: 30% Higher ACV by Fixing Foundations and Layering AI with Duane Dufault 05.06.2026 54:47
Duane Dufault was staring at a trial registration flow that took ten days to get a lead in front of a rep, attribution data that was 80% wrong, and a founder who was ready to shut off marketing based on numbers that weren't real. He could have started layering AI on top of all of it and joined the chorus. Instead, he spent six months fixing the plumbing. The result: ACV up 30%, sales cycles cut by...
Why AI Won't Fix a Broken Go-to-Market Engine with Sangram Vajre 02.06.2026 56:55
Sangram Vajre has been asking rooms full of CEOs and revenue leaders the same question for the past year: how many of you are using AI? Every hand goes up. How many of you are seeing an impact? Every hand goes down. The disconnect isn't that AI doesn't work. It's that companies are layering it on top of a foundation that was never built in the first place. And no amount of copilots, agents, or aut...
Optimizing Customer Expansion for B2B SaaS 29.05.2026 1:04:57
More than half of net new revenue last year came from existing customers. Yet most companies still treat expansion as a side effect of good relationships instead of a deliberate, measurable motion with its own process, capacity plan, and target list. The reason is simple: expansion is harder to measure than new business. There's no clean CAC payback formula for convincing your CFO to fund more CSM...
CRO Stories: How Fixing Segmentation Drove a 23% Win Rate Increase with Michael Maimone 26.05.2026 38:02
Michael Maimone walked into Lucid Link expecting to build on top of what was already there. The company had product-market fit, real market pull, and was growing. But when he looked under the hood, there was no segmentation model, no defined ICP tied to actual data, and reps were fishing in each other's ponds. Junior reps were working enterprise accounts while strategic reps chased mid-market deal...
The Woman who Coined SaaS Says the Model is Breaking 22.05.2026 1:07:37
Amy Konary coined the term "SaaS" when she was an industry analyst at IDC. She sized the first market at $40 million, watched it grow into a multi-hundred-billion-dollar industry, and spent nearly two decades advising the companies that built it. Now she's watching the same dynamics that killed the perpetual license model start to eat SaaS from the inside: 6x renewal increases that customers won't...
How to Quantify the ROI of Customer Success with Ben Murray 20.05.2026 45:54
Every CRO knows that retaining customers is cheaper than acquiring new ones. But when it comes time to ask the CFO for budget to hire more CSMs or invest in retention programs, the conversation stalls. New business ROI is simple math. Customer success ROI is not. The numbers are always moving, attribution is murky, and the CFO is looking at you wondering whether that $500K spend is actually going...
CRO Stories: The GTM Systems Behind Docebo's $230M Revenue Engine with Mark Kosoglow 15.05.2026 54:16
Mark Kosoglow has built revenue organizations at every stage; from a 100% commission territory seller to first employee at Outreach to CRO at Catalyst to founding Operator. Now eight months into running revenue at Docebo, a publicly traded LMS company doing $230M ARR, he's applying everything he's learned across both sides of the bow tie. In this episode of CRO Stories, Rachael Bueckert si...
CRO Stories: Building a Relationship-Led GTM Engine with Jessica Robertson 12.05.2026 51:47
Jessica Robertson is 11 months into her first CRO role and she's building a go-to-market engine around something most revenue leaders talk about but never operationalize: relationships. After scaling Accessibly from under $10M to $50M as VP of Sales, she watched the outbound playbook she'd relied on for years stop working. The 1:1 capacity math that used to be predictable fell apart, and n...
How CROs and GTM OPs Analyze Metrics to Improve Revenue 08.05.2026 51:30
Every CRO has been here: you ask your ops team for a read on the pipeline and the numbers come back looking reasonable on the surface. But then you dig in and one rep is sitting at an 85% close rate while another is at 10%. Half the pipeline is zombie deals past twice the average sales cycle that nobody wants to mark as lost. The blended metrics look passable, but they're masking what's ac...
FP&A Today Guest Episode: Building back Trust Between CFOs and CROs 05.05.2026 52:39
This episode is a guest appearance by Eddie Reynolds , CEO of Union Square Consulting, on the FP&A Today podcast. Follow the FP&A Today Podcast on Spotify here and Apple Podcasts here . Eddie opens up about the often-fraught relationship between CFOs and CROs, drawing on his journey from banking and private equity to account executive at Salesforce, where the company forecast within 5% acc...
What to Do When Your SDR Team Isn't Working 01.05.2026 54:54
Before you fire your SDR leader, swap out your data provider, or change your cadence software, have you actually looked at what's underneath? Most of the time when an SDR team isn't hitting targets, the problem isn't the people. It's that the operational foundation was never built in the first place. No defined ICP, no capacity-based territories, no step-by-step process that reps can actually exec...
CRO Stories: Competing, Scaling, and Making Enterprise Bets with Stevie Case 28.04.2026 1:02:09
Before Stevie Case was a CRO, she was the first female professional gamer—dropping out of college to compete in Quake and eventually building games in the early days of the shooter universe. That competitive drive never left. It's the same thing that made her the number one enterprise seller globally at Twilio, and it's what's driven her nearly four-year run as CRO at Vanta, where she&...
The State of GTM in 2026 23.04.2026 1:07:10
Seven major industry reports. Over 3,100 go-to-market leaders surveyed. $91 billion in pipeline analyzed. The picture across B2B SaaS right now is sobering: 87% of enterprises missed revenue targets by more than 5%, 70% of sellers missed quota, and even after quotas were reduced, 77% still missed. Meanwhile, SaaS stocks are down across the board and the "death of SaaS" narrative is every...
CRO Stories: Scaling Through Channel Sales with Anthony D'Angelo 17.04.2026 1:09:29
Anthony D'Angelo spent 20 years building channel sales organizations before most companies even took the function seriously. He watched it go from "the stepchild of the org" to the engine behind a $610 million exit to Cisco, a unicorn run at Cato Networks, and a win rate that doubled from 25% to over 50% at Unifi. The common thread across all of it wasn't relationships or programs. It was treating...
CRO Stories: Capital Allocation Tactics with CMO-Turned-CRO Andrea Kayal 10.04.2026 56:08
Andrea Kayal kept finding herself doing the CRO's job from the CMO seat. She was already building the revenue strategy, negotiating budgets across departments, and trying to make sense of how marketing, sales, and customer success should work together. So she made the jump. Now at Help Scout, she runs the entire commercial organization with a capital allocator's mindset, treating every dollar like...
How ZoomInfo Re-Engineered GTM to Shift Upmarket with James Roth 03.04.2026 59:06
ZoomInfo had 80% of the Fortune 500 on their platform, but most of those accounts were spending a fraction of what they should have been. Meanwhile, the micro-SMB segment that fueled the growth years was getting harder to retain as free money dried up and startups started closing their doors. Something had to shift. In this episode, Eddie Reynolds sits down with James Roth , CRO of ZoomInfo, to un...
The GTM Diagnostic Framework 27.03.2026 1:05:55
Most go-to-market teams know something is broken. The problem is figuring out exactly what, and in what order to fix it. Eddie talks to CROs every day who are overwhelmed, playing whack-a-mole across outbound, pipeline, inbound, and customer success, throwing resources at whatever squeaks loudest. Twelve months later, the same problems are still there. In this episode, Eddie Reynolds and Rachael B...
CRO Stories: Scaling, Pivoting, and Leading Through Change with Bridget Winston 20.03.2026 1:06:12
Bridget Winston has been a CRO across unified communications SaaS, a stock content marketplace, a membership platform for executive women, and now a vertical SaaS company serving med spas. Some people call that kind of range a liability. Bridget calls it the thing that lets her nail every role—especially in a world where the old playbooks don't work anymore. In this episode of CRO Stories, Rachael...
The GTM Efficiency Pyramid Framework v3.0 12.03.2026 1:01:33
Every CRO wants to implement AI, optimize their funnel, and build advanced analytics. But what happens when the foundation underneath all of that isn't solid? Eddie spent years watching companies layer sophisticated tools on top of broken processes, junk pipeline data, and reps who couldn't agree on what a qualified deal looked like. The results were predictable. Which is why we built the...
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