Process Optimisation
Developing consistent and repeatable revenue processes that teams can follow.
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Agency
Shift Advisory
RevOps
Shift Advisory provides Revenue Operations (RevOps) services to businesses in Australia and New Zealand. They focus on identifying and fixing revenue leaks by optimising processes, technology, and data within sales, marketing, and service teams. Their approach aims to deliver predictable revenue growth and improve pipeline visibility.
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Section 01Built around aligns sales/marketing/CS for Aussie SMBs. Whether that's a fit depends entirely on your stack.
“Shift Advisory focuses on integrating technology, refining processes, and leveraging data to create a cohesive revenue operation that delivers predictable results.”
Value proposition
Section 02Shift Advisory helps businesses achieve more predictable revenue by addressing inefficiencies in their sales, marketing, and service processes. They aim to solve common issues such as lack of visibility into lead progression, inconsistent sales processes, poor CRM data, and decisions based on gut feeling rather than data. The company works with business owners who have sales teams, manage deals, and seek data-driven decisions and pipeline visibility to unlock more revenue potential.
The company's core offering, "RevEngine," is a RevOps-as-a-service model. This involves an initial diagnostic to identify revenue-costing issues, a hands-on implementation of tailored fixes including process design, CRM setup, reporting, and team enablement, and ongoing embedded specialist support to maintain and optimise the revenue operation.
Core competencies
Section 03Technology & Tool Integration
Ensuring CRM and other revenue-generating technologies are set up and working properly.
Data-Driven Decision Making
Providing data and insights to enable confident business decisions, moving beyond gut feel.
Pipeline Visibility & Forecasting
Establishing clear visibility over the sales pipeline and enabling confident revenue forecasting.
Marketing ROI Tracking
Analysing and optimising marketing spend by identifying effective campaigns and channels.
Products & services
Section 04- RevEngine (RevOps-as-a-service)
- A comprehensive service that diagnoses revenue issues, implements tailored fixes, and provides ongoing dedicated RevOps team support within the client's business.
- Pipeline Audit
- A free 15-minute audit to assess the current state of a business's revenue pipeline.
- CRM Health Check
- A free assessment of CRM usage and data quality to identify areas for improvement.
- RevOps Roadmap
- A service to develop a strategic plan for implementing Revenue Operations improvements.
- Process Design and Implementation
- Designing and implementing consistent, repeatable revenue processes for sales, marketing, and service teams.
- Reporting and Team Enablement
- Setting up essential reporting and providing training to client teams on new processes and tools.
Key takeaways
Section 05- Revenue Predictability
- The company aims to transform unpredictable revenue into a stable and forecastable outcome by addressing underlying issues.
- Common Business Challenges
- Shift Advisory addresses issues such as lack of lead visibility, inconsistent sales processes, poor CRM data, and reliance on gut-feel decisions.
- Integrated Approach
- RevOps is defined as integrating tools, processes, and data to work collaboratively, rather than in isolation.
- Hands-on Implementation
- They go beyond advice, building, training, setting up automation, and servicing the revenue engine within client businesses.
- Customised Solutions
- Engagements are built specifically for the client's business rather than relying on generic playbooks.
- Ongoing Support
- The 'RevEngine' service includes embedding specialists for continuous operation, optimisation, and improvement of revenue functions.
FAQ
Section 06- What common problems does Shift Advisory address?
- Shift Advisory addresses issues such as a lack of visibility over lead progression, inconsistent sales processes, unreliable CRM data, making decisions based on gut feel rather than data, and unpredictable revenue cycles.
- What is 'RevOps-as-a-service'?
- 'RevOps-as-a-service' is Shift Advisory's 'RevEngine' offering, which includes a diagnostic to identify revenue challenges, hands-on implementation of custom solutions, and dedicated ongoing support from their RevOps specialists embedded within the client's business.
- What regions does Shift Advisory serve?
- Shift Advisory provides Revenue Operations services for businesses located in Australia and New Zealand.
- Does Shift Advisory only provide advice?
- No, Shift Advisory builds and implements solutions. They do not just provide a plan; they set up automation, train teams, and service the systems to keep the revenue engine running.
- How does Shift Advisory help with marketing spend?
- They provide transparency on marketing spend, enabling businesses to see which campaigns and channels are driving revenue and to allocate their budget effectively.