What You Need to Know about RevOps Knowledge Transfer (Before It's Too Late)_webinar
What You Need to Know about RevOps Knowledge Transfer (Before It's Too Late)

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RevOps has a uniquely dynamic role when it comes to accessing a source of truth. Ensuring a plan for a successful transfer of knowledge is absolutely essential to the core of your business. Whether a person is leaving the team, joining the team, or shifting to a new role within the company, it’s vital that there’s a knowledge transfer plan in place.

In this webinar, we’ll discuss:

  • Key strategies you can implement to ensure a successful knowledge transfer
  • How to create a seamless onboarding flow
  • How to ensure that your company maintains full control of the CRM at all times


This event is powered by our partner:
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Lindsay Rothlisberger
Dedicated Revenue Operations Leader with a background enriched in marketing. Lindsay thrives on transforming ideas into strategies that improve the customer experience and business metrics. Her passion truly lies in people leadership, where she fosters a culture of continuous growth and innovation. Lindsay’s overall approach to Revenue Operations is a blend of strategic foresight, people-centric leadership, and a relentless pursuit of impact.
Aviv Bergman
Aviv Bergman
Aviv is an expert in process excellence and revenue operations. He is the Head of Partnerships and Business Development at Sweep. Sweep enables you to customize and scale any Salesforce configuration - without the dev time. You can create, visualize and manage your CRM processes, rules, and automations visually while Sweep constructs an optimized backend Salesforce infrastructure.
Andy Mowat
Andy has spent his career building sales and marketing engines for world-beating companies (Upwork, Box, Culture Amp and now Carta). He’s also taken a swing at a start up with Gated where we shook outbound email to its core.
Greg Larsen
Over the last 15+ years, Greg has been involved in building & scaling SaaS organizations of all sizes. He has a passion for creating a positive company culture, helping others succeed, and sales strategy.

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