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The Anatomy of a RevOps Failure: A Case Study for CROs

Nathan Thompson

According to Gartner, 75 percent of the highest-growth companies will adopt a RevOps model by 2026. It is on track to become the standard operating model for efficient, predictable revenue.

Yet many RevOps initiatives still fall short. Instead of creating alignment, they become cost centers, slowed by the same fragmented processes and data silos they were built to eliminate. That reality is the focus of the RevOps wake-up call for modern GTM leaders.

RevOps does not fail because the concept is flawed. It fails when disconnected systems and a broken Go-to-Market plan get in the way. This article breaks down a typical RevOps failure and provides a practical blueprint to build a function that improves quota attainment and forecast accuracy.

A Root Cause Analysis: Why Most RevOps Strategies Fail

RevOps failures rarely stem from a lack of effort or talent. They usually result from structural flaws in how the function is designed and run. When organizations treat RevOps as a tactical fix rather than a strategic engine, they add complexity.

To build a resilient revenue engine, leaders must first pinpoint the gaps. Here are four common failure points that undermine RevOps initiatives:

Failure Point 1: Treating RevOps as a Tech Project, Not a Business Strategy

Many organizations mistake tool implementation for operational strategy. They purchase a CRM, a forecasting tool, and a sales engagement platform, assuming that software alone will drive alignment. This approach ignores the reality that technology enables process; it does not replace it.

When RevOps is relegated to “admin work” or “systems management,” it loses its ability to impact revenue. The function must be designed to solve business problems like quota attainment and deal velocity, not just to manage licenses and troubleshoot login issues.

Technology should serve the strategy, not define it.

Failure Point 2: Drowning in Disconnected Systems and Point Solution Chaos

The average revenue team uses a fragmented stack of point solutions that do not speak to one another. One tool handles territory mapping, another tracks commissions, and a third manages forecasting. This forces RevOps teams to spend their time reconciling spreadsheets rather than generating insights.

This fragmentation creates data silos that make a unified view of the customer impossible. When you rely on disjointed AI tools and patched-together workflows, you inadvertently scale organizational silos rather than breaking them down.

Disconnected tools create duplicate work and blind spots, while a unified system builds shared context and speed.

Failure Point 3: Lacking Clear Goals and a Mandate for Change

RevOps cannot succeed if it operates without authority. Too often, RevOps leaders are given the responsibility to fix efficiency but lack the power to enforce process changes across sales, marketing, and customer success. Without a clear mandate from the C-suite, RevOps becomes a suggestion rather than a standard.

A recent study found that 89% say RevOps lacks clearly defined strategic goals, leading to misaligned priorities and wasted effort. If the function does not have a seat at the executive table, it will struggle to drive the cross-functional alignment necessary for growth.

RevOps requires executive backing to turn insights into action.

Failure Point 4: Ignoring the Foundational GTM Plan

Even the most efficient operational workflow cannot fix a flawed Go-to-Market plan. If territories are unbalanced, quotas are unrealistic, or compensation plans fail to drive the right behaviors, downstream execution will suffer.

RevOps and GTM alignment is critical because operational excellence cannot fix a flawed strategy. A successful RevOps function must start with a robust planning process that ensures capacity matches targets before a single deal is entered into the CRM.

Start with a solid GTM plan; execution only works when the strategy sets the right targets and incentives.

The Go-to-Market Podcast: When Operations and Sales Don’t Connect

The gap between operational plans and sales reality often derails RevOps. When operations teams build processes without understanding how sellers work, adoption drops and performance follows.

In a recent episode of The Go-to-Market Podcast, host Dr. Amy Cook and guest Jim Sbarra, VP of Global Sales at Freshworks, discussed this exact breakdown. Jim shared a story that perfectly captures the danger of a misaligned operations team:

“I was sitting on a call at a place where I worked and the operations team didn’t know that I was on… And the operations team was trying to implement something new, some kind of a software. In fact, it was a CRM. And one person said, you know, the sales team is saying that this doesn’t give us the ability to, uh, capture the sales pipeline in the way that they need it captured, and the operations person literally said. I don’t know how much we care. And I, my mind was blown.”

This “us vs. them” mentality guarantees failure. RevOps exists to serve the revenue engine, and that requires deep empathy and alignment with the sales teams executing the plan.

The Blueprint for Success: Building a RevOps Function That Can’t Fail

Avoiding failure requires more than just better tools. It requires changing how revenue operations is organized and run. Organizations must move away from disjointed point solutions and adopt a unified approach that connects strategy to execution.

Below is the framework for building a RevOps function that delivers predictable, scalable growth. Use it to bring planning, execution, and measurement into one system so leaders can act on the same data in real time.

Step 1: Start with a Unified and Dynamic GTM Plan

Success begins with the plan. You cannot expect consistent performance if your territories and quotas are based on static, outdated spreadsheets. A modern RevOps function uses a dynamic GTM plan that supports real-time adjustments as market conditions change.

This agility is missing in many organizations. According to our 2025 Benchmarks Report, 63 percent of CROs lack confidence in their Ideal Customer Profile (ICP). By grounding your operations in a solid, data-backed plan, you eliminate the friction that causes downstream failure.

Step 2: Unify the Entire Revenue Lifecycle from Plan to Pay

The most effective way to eliminate silos is to manage the entire revenue process in one place. Instead of juggling separate tools for planning, enablement, and reporting, successful teams use a Revenue Command Center. This ensures that the data used to set quotas is the same data used to pay commissions.

The impact of this unification is measurable. Public companies with a dedicated RevOps function saw a 71% higher stock performance compared to those without. Explore Fullcast for RevOps to see how a unified platform eliminates friction and accelerates decision-making across the organization.

A unified platform turns fragmented data into a single source of truth.

Step 3: Guarantee Performance with AI-Driven Intelligence

Modern RevOps should not just report on what happened yesterday. It must predict what will happen tomorrow. By using AI, teams can move from reacting after issues pop up to proactively managing revenue. This lets leaders spot deal risks early and coach reps effectively.

With Fullcast Revenue Intelligence, leaders gain the ability to forecast with confidence. This shift ensures that the RevOps function delivers on its core promise: measurable improvements in quota attainment and forecast accuracy.

Use AI to anticipate risk and guide action, not just to summarize history.

From Failure to Fullcast: Your Blueprint for a Resilient Revenue Engine

RevOps does not fail because the concept is flawed; it fails when built on disconnected systems and a fragmented Go-to-Market plan. The antidote is not another point solution. It is a unified platform that connects your GTM strategy directly to sales performance and compensation.

For companies like Udemy, this is not just theory. By unifying their GTM planning process with Fullcast, they achieved an 80 percent reduction in annual planning time, shifting from one static plan per year to unlimited in-year adjustments.

The strongest RevOps teams connect plan, performance, and pay in one motion. When strategy and systems align, you create clarity for leaders and lift for sellers. Build that connection, and predictable revenue becomes a habit, not a hope.

FAQ

1. What is RevOps and why are companies adopting it?

RevOps, or Revenue Operations, is a business function that unifies and aligns sales, marketing, and customer success teams under a single, cohesive operating model. Its goal is to drive predictable, scalable growth by managing the processes, technology, and data that touch the entire customer lifecycle. Companies are increasingly adopting this model to break down internal silos that create friction and inefficiency. By establishing a single source of truth for all revenue-related data, RevOps enables better decision-making, improves forecasting accuracy, and creates a smoother experience for both customers and internal teams, ultimately accelerating revenue growth.

2. Why do most RevOps initiatives fail?

Most RevOps initiatives fail due to fundamental structural flaws rather than simple execution errors. The most common reasons include:

  • A Technology-First Approach: Treating RevOps as a project to implement new software instead of a core business strategy to solve revenue challenges.
  • Disconnected Systems: Relying on a fragmented tech stack that creates data silos, forcing teams to spend more time reconciling data than finding insights.
  • Lack of Executive Authority: Without a clear mandate from leadership, the RevOps team cannot enforce necessary process changes across different departments.
  • Ignoring Daily Workflows: Designing processes in a vacuum without understanding the real-world challenges and day-to-day realities of the sales and success teams who must use them.

3. Should RevOps be treated as a technology implementation or a business strategy?

RevOps must be treated as a core business strategy first and foremost. Technology is a critical enabler, but it should serve the strategy, not define it. A strategic approach begins by identifying the key business challenges, such as long sales cycles, low lead conversion rates, or high customer churn. Once those objectives are clear, RevOps can design the optimal processes and select the right technology to support them. When companies reverse this and focus on implementing tools first, they often create a bloated, expensive tech stack that fails to solve the underlying business problems, turning the function into a cost center instead of a growth engine.

4. What happens when RevOps teams use disconnected systems?

When RevOps teams operate with disconnected systems, they are forced into a constant state of reactive data management. Instead of focusing on strategic analysis, their time is consumed with manually exporting, cleaning, and reconciling information from fragmented point solutions. This creates pervasive data silos, where marketing, sales, and customer success teams work with different and often conflicting information. This environment does not just slow things down; it actively scales organizational dysfunction. It makes it nearly impossible to get a clear, end-to-end view of the customer journey, turning RevOps into a tactical data support team rather than a strategic driver of the business.

5. Why does RevOps need executive backing to succeed?

RevOps requires strong executive backing because it is fundamentally a change management function. It must implement and enforce standardized processes across historically independent departments like sales, marketing, and customer success. This often involves changing how people have worked for years. Without a clear mandate and visible support from leadership, these changes are often viewed as suggestions rather than requirements, leading to poor adoption and resistance. Executive backing provides the necessary authority to overcome this friction, ensures the initiative is aligned with company-wide strategic goals, and signals to all teams that collaboration is non-negotiable.

6. Can RevOps fix a broken Go-to-Market plan?

No, operational excellence cannot fix a fundamentally flawed Go-to-Market (GTM) strategy. RevOps is best understood as an amplifier; it makes your existing strategy run more efficiently and effectively. If your GTM strategy is broken, for instance with poorly designed sales territories, unrealistic quotas, or a misaligned ideal customer profile, RevOps will only help you execute that flawed strategy faster. True success requires building RevOps on a solid strategic foundation. The GTM plan must be sound first, providing a clear and viable path to revenue. Only then can operational improvements translate into meaningful and sustainable growth.

7. Why do sales teams often resist RevOps processes?

Sales teams often resist RevOps processes when they feel those processes are being imposed on them without context or collaboration. Resistance builds when operations teams design workflows in an ivory tower, creating new rules or requiring extra data entry that seems disconnected from a seller’s daily reality of hitting quota. This creates an “us versus them” dynamic. To achieve high adoption, RevOps must function as a strategic partner to sales, not a compliance officer. This involves shadowing reps, understanding their real-world obstacles, and co-designing processes that are proven to help them close deals more effectively and efficiently.

8. What is a unified platform approach to RevOps?

A unified platform approach connects the entire revenue lifecycle within a single, integrated system. This means that GTM planning (like territory and quota design), sales execution (like lead routing and activity tracking), and post-sale management (like performance analytics and commission processing) all live and operate in one place. This model eliminates the chronic data silos and reconciliation issues that plague teams using a collection of disconnected point solutions. By creating one definitive source of truth, a unified platform frees the RevOps team from low-value data wrangling and empowers them to focus on high-impact strategic initiatives that drive revenue.

9. How do you prevent RevOps from becoming a cost center instead of a strategic engine?

To ensure RevOps functions as a strategic growth engine, you must build it on a strong, intentional foundation. Key actions include:

  • Establish Clear Strategic Goals: Tie all RevOps activities directly to measurable business outcomes, such as increasing revenue or improving net retention.
  • Secure Executive Backing: Gain a clear mandate from leadership to ensure the team has the authority to implement and enforce necessary changes.
  • Build on a Solid GTM Foundation: Confirm that the underlying GTM strategy, including territories and quotas, is sound before attempting to optimize it.
  • Adopt a Unified Systems Approach: Use integrated platforms instead of disconnected tools to eliminate data silos and manual reconciliation work.
  • Prioritize Sales Workflow Empathy: Ensure the operations team deeply understands the daily realities of sellers before designing or changing processes.

10. What makes RevOps and GTM alignment critical for success?

Alignment between RevOps and Go-to-Market (GTM) strategy is critical because RevOps operationalizes the GTM plan. The GTM strategy defines the “what” and “why”: which customers to target, what value to offer, and how to win. RevOps provides the “how”: the systems, processes, and data that enable teams to execute that strategy efficiently at scale. If the GTM strategy is misaligned, for example, if marketing is targeting one segment while the sales compensation plan incentivizes another, even the most perfect operational processes will only amplify that conflict. A sound GTM strategy provides the clear direction RevOps needs to ensure its efforts are pushing the entire organization toward the same goals.

Nathan Thompson