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What is Revenue Operations, why is it emerging as a function, and what benefits could it offer to organizations like mine? Watch and learn how organizations are evolving strategic marketing operations, sales operations, and revenue operations functions to deliver on customer value and commercial impact.
Key takeaways:
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B2B organizations can maximize customer value and commercial impact with a unified revenue operations strategy.
Take the B2B Revenue Operations Maturity Assessment to establish a RevOps maturity baseline, outline areas to improve, and transform RevOps.
The Revenue Operations Functional Design Process enables an effective revenue operations design that supports the organization’s revenue objectives.
The Forrester Revenue Operations Range Of Responsibilities Model identifies the scope of a high-functioning revenue operations capability and areas of alignment.
This report explains the components of a revenue operations charter and how they help revenue operations teams elevate organizational performance.
In this report we describe the four interconnected technology layers revenue operations and technology leaders should consider to drive consistent experiences and improve results across the revenue engine.
In this report, we outline a revenue operations leader’s key activities for the first 90 days in the role and reference relevant Forrester research to ease the transition.
B2B buyers are rapidly adopting AI-powered search as one of their primary sources of information. Providers will have to shift their marketing strategy to engage buyers in zero-click environments before they arrive at their sites.This webinar looks at how buyers are using AI-powered search, how zero-click search is impacting the revenue engine, and how to coordinate activity across portfolio marketing, content, communications, and digital to engage buyers in this new environment.Key takeaways: Understand how to adjust your marketing goals and strategies for zero-click search.Learn how to measure your performance on zero-click search.Discover digital, content, and messaging techniques for reaching buyers through zero-click search.Target audience level: intermediate
This webinar was originally scheduled for June 12th, 2025.In today's fast-paced digital landscape, businesses must adapt to ever-evolving technological demands. Join us for an insightful webinar where we delve into the importance of business-optimized networks and how they can transform your organization's efficiency and productivity.Key takeaways: Understand business-optimized networks — what they are and why they matter.Discover benefits of optimization — enhanced performance, security, and scalability.Explore real-world applications — case studies and success stories.Learn implementation strategies — practical steps to optimize your network.Target audience level: beginner and intermediate
Banks create value by winning customers and then serving them in ways that deepen the relationship and drive retention. Forrester’s new Total Experience Score reveals that US banks’ brand promises aren’t resonating and CX has declined. What’s going wrong, and which banks are getting it right?Key takeaways: Get an overview of Forrester’s US banking Total Experience Score, which measures how well a brand’s promise resonates with both customers and noncustomers ֫— via Forrester’s Brand Experience Index (BX Index™) — and how customers feel about their actual interactions with the brand — through Forrester’s Customer Experience Index (CX Index™).Learn which US direct and multichannel banks are providing the best brand and customer experience and earning the most trust.Discover the keys to total experience leadership for US banks to win over prospects and to better serve and retain existing customers.Target audience level: all levels
Generative AI (genAI) has distinct security-, efficiency-, and agility-boosting effects in customer identity and access management (IAM), anti-money laundering (AML), and fraud management. This webinar highlights how to use these capabilities.Key takeaways: Learn the uses of genAI in customer IAM.Discover the uses of genAI in fraud management and AML.Explore the risks of genAI and how to overcome them.Target audience level: intermediate and advanced
Don't miss out on one of the most attended sessions at Forrester B2B NA Summit! Hear Palo Alto Networks' winning program of the year story. Palo Alto Networks will discuss how a major transformation in its revenue process, from marketing-qualified leads (MQLs) to a focus on buying groups, has fundamentally changed the way that sales and marketing work together, driving major improvements in conversion efficiency and pipeline growth.Key takeaways: Learn how Palo Alto Networks transformed from MQLs to buying groups.Discover best practices for implementing a successful pilot.Understand how this transformation delivers massive business impact.Target audience level: all levels
Shell Fleet Solutions successfully implemented buying groups to better serve the needs of its customers with cutting-edge marketing programs and enhance support for its internal teams. Join this client webinar with Angela Scaueru and Paul Bloemheuvel from Shell and Vicki Brown from Forrester to discuss best practices for harnessing a data-driven approach to effectively integrate account, contact, and buying group behavioral data.Key takeaways: Hear about Shell Fleet Solutions’ innovative strategies for buying groups.Learn how Shell leveraged account, contact, and buying group behavioral data.See how Shell gained a deeper understanding of customer behavior, improved sales and marketing coordination, and ultimately increased customer value.Target audience level: intermediate