How to build the strongest operations for your B2B company

people working on b2b business operations

While there will always be fires to put out and short-term issues to tend to in any company, it's essential to take a step back and focus on the bigger picture. This means looking to your business operations and creating a strategy that primes your B2B organization for success.

Serial entrepreneur and angel investor Marcus Lemonis, who used to host the reality show "The Profit", is a seasoned pro when it comes to spotting opportunity and avoiding business failure. He also coined "the 3 P's of success":

  • Process
  • People
  • Product

According to Lemonis, the 3 P's are the fundamentals that every business needs to get right. If those fundamentals aren't in place, success will be an uphill struggle. But when they're in place and combined with hard work, success is very likely.

Building a robust B2B operation is all about getting those three P's of process, people and product in place.


Business operations: a definition

What do we mean by business operations? Everything that happens within your company to keep it running and profitable can be referred to as business operations.

In most business plans, a specific section is devoted to business operations needed to make an organization function. These include:

  • Systems
  • Equipment
  • Staffing
  • Processes

While your business model is a description of what you want to achieve, business operations are the practical execution.

Even if you already have processes in place, for the best results in your B2B company you need to be intentional about your ops and create a clear strategy that's regularly optimized.


The functions of B2B business operations

Although the ins-and-outs of business operations can differ substantially depending on the industry and size of a company, some remain relevant to most companies:

  • Maintaining efficient internal communications and striving for alignment around goals and how to reach them
  • Providing senior-level managers with the information and coaching they need
  • Continuously auditing and optimizing business processes
  • Managing budget and planning processes
  • Monitoring third-party cooperation and software integrations

If you hire a Head of Operations, these are all focus points they will need to stay on top of and continuously improve. Otherwise, these tasks can be divided between the most relevant people in your team.


The different roles of B2B business operations

While a Head of Operations is responsible for business operations at the highest level, it's common to appoint mid-level ops roles within the different departments of an organization.

Sales ops entail all the business activities and processes that help your company's sales run efficiently and in line with your business objectives.

Marketing ops is a role or team focused on enabling the marketing team to operate and scale efficiently with the right people, processes and tech.

Support ops, like the other ops roles, works behind the scenes to provide the tools, integrations and processes that enable the support teams to succeed.

Running the operations of a B2B company can be challenging, and requires the ability to analyze and evaluate processes and performance on both a macro and micro level.

To help you implement the most impactful business ops strategy for your B2B company, read on for eight pointers for success.

8 best practices for successful B2B business operations


1. Communicate clearly – and choose the right tech

Everything starts and ends with good internal communications. In a recent survey, 39% of employees said "poor communication" was a leading cause of stress at work.

Establishing the right processes for communication is a crucial key to business success, and since team members today mostly rely on technology to communicate and collaborate, choosing the right communication tools is equally important.


2. Define team expectations and accountability

Clear expectations of each team and team member and clear accountability is foundational for success. Regularly setting tasks, deadlines and planning together is an integral part of business operations, as well as following up on and evaluating results and performance.


3. Document and automate processes

Documenting all processes and sharing them with the organization saves a lot of time and effort. Documentation prevents the need to "reinvent the wheel" again and again and provides a common ground and point of reference that can then be further developed.

Use automation to streamline processes and make them as seamless and efficient as possible. Integrating your different tools and syncing your contacts will make workflows run smoother and with less effort.


4. Integrate your tech stack

An important part of business operations is maintaining a helicopter perspective on technical solutions and platforms. By making sure you choose tools that are optimal for your needs, avoiding redundant functionalities, and integrating your different systems, you set your various departments up for success.


5. Strive for transparency

Cross-functional collaboration that breaks down silos and aligns departments around common goals is essential. Alternatively, failure to create transparency results in redundant work, misaligned priorities and missed opportunities for collaboration, so getting this one right is worth the effort.

Some effective tactics for any B2B business include regular cross-departmental meetings and the right communication tools to facilitate collaboration.


6. Base decisions on data

Because business operations involves various stakeholders and agendas, it's vital to maintain an objective view of how efficient your operations are and to agree on how to define and measure success.

When creating your B2B ops strategy, take time to assess how well you are:

  • Running a data-driven operation with high data integrity and reliability
  • Basing decisions on facts and figures rather than hunches and gut feel
  • Creating regular reports and sharing them with all stakeholders


7. Collect feedback from teams

An efficient feedback loop where team members can deliver their insights and comments to management is invaluable. Regular surveys and a strong team culture that invites feedback are great places to start.

Of course, only collecting the feedback is not enough; it needs to be followed up and acted on as well. How can you ensure this in your B2B ops strategy?


8. Hire a Head of Operations

Ownership of your B2B ops is crucial, and it pays to have someone accountable for maintaining the smooth running of your organization.

If you can, hire a person who owns your business ops and is responsible for continuously evaluating and optimizing the three P's: processes, people and product.

Agree on metrics to measure success, and follow up regularly to make sure you're maximizing your business's potential.

You can also think about how your ops strategy trickles down to each department for the most impact and productivity.


How will you strengthen your B2B operations?

B2B business operations are all about getting the three P's of process, people and product in place. Going forward, remember these eight best practices for successful B2B operations:

  1. Communicate clearly – and choose the right tech
  2. Define team expectations and accountability
  3. Document and automate processes
  4. Choose the right tech and integrate your tools
  5. Strive for transparency
  6. Base decisions on data
  7. Collect feedback from the team
  8. Hire a head of operations

Every business is different, and you need to look at your specific company to evaluate what your needs are. But if you check all these eight boxes, you should be well on your way to a best-in-class B2B business operation.

To power up your B2B business's ops strategy, get started with PieSync to connect your organization's contact data between all of your apps for an accurate, 360-degree view of your customers everywhere. Start your 14-day free trial here.

About Lucy Fuggle

Lucy Fuggle writes for PieSync, the two-way contact sync tool for hundreds of apps. She also works with her clients to make their brand matter with a content-rich marketing strategy.