Strategic Framework

Voiant Pathfinder

Click on any stage below to explore capabilities. The journey from emerging visibility to intelligent orchestration.

01
Level 1

Emerging

Teams begin integrating core systems and establishing shared metrics. Visibility improves and early workflows stabilize.

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02
Level 2

Scalable

Cross-functional alignment begins through standardized connected processes and headcount planning.

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03
Level 3

Connected

Planning becomes unified across GTM, Finance, and HR. Forecasting improves via real-time sync.

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04
Level 4

Intelligent

Predictive analytics and AI models drive adaptive planning with measurable ROI across departments.

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Foundation
Process
Unity
Innovation
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Level 01

Emerging Maturity

Foundational Visibility & Stabilization

Systems & Tech

  • ● Core Implementation: CRM is live but often functions as a glorified contact list.
  • ● Integrations: Loose coupling between ERP/HRIS. Frequent manual CSV exports.
  • ● Tools: Reliance on spreadsheets for forecasting and gap analysis.

Processes & Workflow

  • ● Workflow: Ad-hoc processes. Sales stages defined but not strictly enforced.
  • ● Handoffs: Manual notification between Sales and Customer Success.
  • ● Cadence: Irregular pipeline reviews driven by immediate deal needs.

Data & Visibility

  • ● Integrity: High duplicate rates. "Dirty data" is a common complaint.
  • ● Ownership: Data ownership is ambiguous or solely IT-owned.
  • ● Visibility: Historical reporting only. No forward-looking predictive capability.

Team Structure

  • ● Staffing: "Accidental Admin" or part-time ops support.
  • ● Focus: Reactive troubleshooting and support tickets.
  • ● Alignment: Siloed by function (Sales Ops vs. Marketing Ops).
Level 02

Scalable Maturity

Standardization & Cross-Functional Alignment

Systems & Tech

  • ● Integration: Bi-directional sync between MAP (Marketing Automation) and CRM.
  • ● Planning Tools: Introduction of quota and territory management software.
  • ● CPQ: Basic CPQ logic implemented to standardize pricing.

Processes & Workflow

  • ● Workflow: Defined lead lifecycle (MQL > SQL > Opp).
  • ● Cadence: Regular QBRs and pipeline reviews with standardized agendas.
  • ● Finance Link: Headcount models link conceptually to financial targets.

Data & Visibility

  • ● Integrity: Data dictionary established. Regular cleaning cycles.
  • ● Metrics: Shared definitions for key KPIs (CAC, ARR, Churn).
  • ● Dashboards: Role-based dashboards available to managers.

Team Structure

  • ● Staffing: Dedicated Ops roles per function (Sales Ops Manager).
  • ● Focus: Process optimization and enablement.
  • ● Collaboration: RevOps council meets monthly to align priorities.
Level 03

Connected Maturity

Unified Planning & Real-Time Synchronization

Systems & Tech

  • ● Unified Stack: GTM, Finance, and HR systems fully integrated via API/middleware.
  • ● Automation: Advanced routing and attribution models automated.
  • ● Scenario Planning: Tools allow for "What-if" modeling on the fly.

Processes & Workflow

  • ● Workflow: Seamless handoffs with SLAs defined between all GTM teams.
  • ● Forecasting: "Call the number" accuracy improves drastically.
  • ● Planning: Continuous planning cycle rather than just annual events.

Data & Visibility

  • ● Single Source of Truth: Conflicting datasets eliminated.
  • ● Real-time: Sync ensures Finance and Sales view the same numbers instantly.
  • ● Attribution: Multi-touch attribution models functional and trusted.

Team Structure

  • ● Structure: Centralized RevOps team reporting to CRO or COO.
  • ● Focus: Strategic insights and efficiency gains.
  • ● Skills: Addition of data analysts/scientists to the ops team.
Level 04

Intelligent Maturity

Predictive Orchestration & AI Adaptability

Systems & Tech

  • ● AI/ML Layer: Machine learning models drive territory optimization and forecasting.
  • ● Self-Healing: Systems automatically identify and correct data anomalies.
  • ● Orchestration: Tech stack acts as a single organism reacting to market changes.

Processes & Workflow

  • ● Adaptive: Planning adjusts automatically based on real-time signals.
  • ● Automated Triggers: Customer risk signals trigger immediate CS workflows without human intervention.
  • ● ROI: Measurable ROI tracking across every department and initiative.

Data & Visibility

  • ● Prescriptive: Data tells you what to do, not just what happened.
  • ● Democratized: Self-service data access for all relevant stakeholders.
  • ● 360 View: Complete customer journey visibility from anonymous visitor to churn/upsell.

Team Structure

  • ● Strategic Partner: RevOps leads GTM strategy conversations.
  • ● Innovation: Team focuses on experimenting with new GTM motions.
  • ● Frictionless: Organizational silos are effectively dissolved.