Situation: Trustworthy Financial Services recently hired a RevOps professional named Markeisha. Markeisha is spending her first few months trying to understand where leads come from, how they get passed to sales, and what happens to new customers after the deal is closed. This is an example of:

Process definition

Data governance

Tech stack management

None of the above


Choose an option to see if it’s correct. Check the explanation below.


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Explanation: Situation: Trustworthy Financial Services recently hired a RevOps professional named Markeisha. Markeisha is spending her first few months trying to understand where leads come from, how they get passed to sales, and what happens to new customers after the deal is closed. This is an example of:


Explanation: The correct answer is " correct: trueProcess definition." Markeisha's efforts to understand how leads are generated, how they transition to the sales team, and what happens to customers post-deal closure align with the activities involved in defining and mapping out the sales and marketing processes within Trustworthy Financial Services. Process definition involves documenting and analyzing the series of steps or activities involved in various business processes to improve efficiency, effectiveness, and alignment across different departments or functions. By gaining insights into the lead generation, handoff, and customer lifecycle processes, Markeisha aims to establish clear workflows, identify potential bottlenecks or gaps, and streamline operations to enhance overall performance and customer experience. Process definition is foundational for optimizing business operations and ensuring that resources are allocated effectively to achieve strategic objectives. Therefore, Markeisha's focus on understanding and documenting the lead management and customer lifecycle processes exemplifies the concept of process definition within the context of Trustworthy Financial Services' operations.

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