Heather Davis Lam, Author at Revenue Ops

May

Photorealistic image of three business professionals collaborating in an office setting with a computer screen displaying an automation flowchart.

The Top 7 Salesforce Automations Every B2B Revenue Team Should Implement (With Real ROI Stats)

Introduction Salesforce is a powerful platform, but most businesses only scratch the surface of its automation capabilities. Manual processes are still consuming hours of Sales, Customer Success, and RevOps time every week, leading to inefficiencies and lost revenue opportunities. In this article, we’ll break down the top 7 Salesforce automations…

May

Flat-style illustration of three business professionals collaborating in front of a flowchart representing the Salesforce Sales-to-Customer Success handoff process.

Customer Success, RevOps, Salesforce

Mastering the Sales-to-Customer Success Handoff in Salesforce: A Complete Guide

Introduction Your Sales-to-Customer Success (CS) handoff can make or break customer relationships. Get it right, and customers flow smoothly from deal close to onboarding to value realization. Get it wrong, and you risk churn before CS even has a chance to engage. Over the past six months, we’ve created an…

May

Flat-style illustration of three business professionals collaborating in front of a growth chart, symbolizing the scaling of Sales-to-Customer Success handoff processes.

Customer Success, RevOps, Salesforce

Part 6: Scaling Your Sales-to-Customer Success Handoff as Your Business Grows

Introduction Congratulations — you’ve built a reliable, data-driven Sales-to-Customer Success (CS) handoff.But what happens when: What works at 20 customers won’t work at 200.Scaling isn’t just about doing more — it’s about building flexibility, consistency, and resilience into your handoff process. In this final post of the Sales-to-Customer Success Handoff…

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