Hi everyone! I am starting a new SaaS RevOps role in a couple weeks and starting to map out my 30/90 day plan. Besides a basic CRM instance (we use Hubspot), pretty much everything still needs to be build, so I am gathering best practices, tips and recommendations as to GTM system architecture. The focus is to stay lean in terms of tools and build AI-friendly. Wanted to ask for your thoughts and feedback on the following areas/tasks:
- 1.
Lead intake: For website, using native module (HS marketing hub) or other providers (i.e. forms)? And for product leads, sending in using Segment/CDP?
- 2.
Marketing attribution: Good old UTM stitching pushed to CRM fields? Is that automated cleanly within HS marketing?
- 3.
Lead scoring: Simple custom-built scoring in CRM or other provider?
- 4.
Billing and invoicing: Guessing Stripe still leads for payment processing. Dedicated solution for invoice generation + accounts payable?
- 5.
Legal & contracting: Are most of you using a contract management system or relying on a CRM module? Curious is there is a scrappy hack using a Google Drive integration + vibe coding
- 6.
MRR reporting: Dedicated subscription management tool or CRM add-on? Bonus points if anyone has nailed easy push to accountimngs software 😅
- 7.
Renewal management: Leveraging CRM out-of-the-box, custom built, or point solution? What is your take os CSPs?
Thanks in advance!🙏🏻
