Skip to main content
Radius Help Center

Get Your Team Radius Ready

Making sure your team has a solid understanding of how Radius works is important. Here are some ideas for who you can host Radius training sessions with and our easy-to-read guides to help set up Radius and get your team started from day one.

Here's what you'll do.

  • Assemble a group of people to help you define how your company uses Radius.
  • Explore challenges in your marketing funnel.
  • Identify goals you want to achieve.
  • Set up a schedule to track progress and make changes.

Assemble a Team

Assembling the right team of people is the first step to a successful Radius launch and rollout. Managers on your team will work with your Radius . Here are some examples of what your group might look like. 

Your Team

Role Responsibilities
Manager Choose someone to be the main point of contact, responsible for coordinating the Radius launch.
Champions Choose one or more team members to identify key use cases for Radius and define your goals. They'll educate people on your team, plus share best practices and support.
Administrator Designate a Radius administrator to set up Radius and any integrations or add-on products you're using, add and manage system users, and be responsible for ongoing system maintenance. If you use a CRM like Salesforce or an MAT like Marketo or Eloqua, the administrator for those systems should also serve as your Radius admin.  

Radius Team

Role Responsibilities
Account Executive Work with your Radius account executive to explore your business needs and the benefits you can derive from Radius.
Customer Success Work with your Radius customer success manager to help coordinate a smooth launch.
Support Team Never hesitate to contact our Customer Support team if you've run into an issue, lost your way, or need help using Radius. Just send an email to

Align Your Go-To-Market Strategy 

Having a well-defined vision and strategy for Radius is essential. User interviews are a great way to understand your companies challenges and goals. Here are some questions to ask.

  • Is there a well-defined, scalable, sales process being used?
  • What are the expectations Sales has from Marketing on number of leads passed?
  • Is there a clear set of key success metrics being tracked by Sales, Marketing, and product management? How is action taken for course correction when and where necessary?
  • What are the success criteria for Radius? Quality of leads? Conversion rate?

When you've finished your interviews, note and share your findings.

Identify Goals and KPIs 

Identify specific goals for optimizing marketing funnel, your sales opportunities, and your campaign objectives. Identify KPIs for both Sales and Marketing. Here are some ideas to get you started.

  • Consider metrics like deals sourced and deals influenced
  • Identify volume-to-rep ratio
  • Identify conversion rate at each stage of the funnel
  • Look into your teams success rates for each vertical or deal size
  • Highlight weaknesses in your sales and marketing process your can optimize
  • Outline CRM routing requirements
  • Establish goals, KPIs, and campaign measurement

Educate Your Team

Making sure your team has a solid understanding of how Radius works is important. Here are some ideas and resources.

Group Training Topic
Executives Communicate the value of Radius, and the importance of ensuring marketing and sales are aligned on important issues.
Users and Champions Show people how to use Radius most effectively. Sessions focused around individual features, connecting your apps and tools, and how to manage segments in Radius are always helpful! Send them our guides on getting started for audience targeting, getting started for sales prospecting, and getting started for account-based marketing
Administrators Discuss Radius data stewardship, security, scoring, integrations, team settings, and how they can support your team. Send them our guide on how to set up Radius Revenue Platform.


  • Was this article helpful?