Around this time of year, operators are entering planning season. We’re starting to piece together a laundry list of tasks that we need to accomplish before the year turns over.
Planning as a function in RevOps has changed, though, and so have the tools available to us.
Bala Balabaskaran has been at the center of those changes as cofounder and CTO of Fullcast.io, the revenue operations planning platform. After spending his career at companies like Salesforce, Microsoft, and HP, Bala is unique because he brings a product perspective to operations problems.
In our conversation, Bala teaches me about the five Cs of RevOps policies, the baggage that comes with the word “policies,” the difference between workflows and policies, and why annual planning is no longer a singular, one-time event.