RevOps
Jul 12, 2024•4 min read
RevOps: More Than CRM Administration
Strategic revenue operations vs. glorified admin work.
When Revenue Ops is Flying Blind
CRM Nobody Trusts
Reps don't update it. Data is wrong. Leadership makes decisions on bad information.
Pipeline Guesswork
Forecasts are spreadsheet fiction. You don't know what's real until quarter-end.
Sales Rep Friction
Too many tools. Too many clicks. Reps spend more time on admin than selling.
Siloed Teams
Marketing, sales, and success don't share data. Handoffs lack structure.
No Attribution
You can't tell which activities drive revenue. Marketing and sales argue over credit.
Manual Reporting
Someone spends days building reports. By the time they're done, data is stale.
What We Build
01
CRM Optimization
Make your CRM work for your team.
●Data model redesign
●Workflow automation
●Duplicate management
●Integration cleanup
●User adoption improvements
●Mobile optimization
02
Pipeline & Forecasting
See what's real, predict what's coming.
●Stage definitions and criteria
●Probability modeling
●Forecast rollup automation
●Deal health scoring
●Historical conversion analysis
●Pipeline coverage dashboards
03
Sales Enablement
Tools that make reps more effective.
●Lead scoring and routing
●Sequence and cadence automation
●Meeting scheduling optimization
●Quote and proposal automation
●Competitive intelligence integration
●Content recommendation
04
Revenue Intelligence
Data-driven revenue decisions.
●Attribution modeling
●Customer journey tracking
●Win/loss analysis
●Rep performance analytics
●Territory and quota planning
●Revenue dashboards
Beyond Basic CRM Setup
| Basic CRM Admin | Revenue Operations |
|---|---|
| Fields and page layouts | End-to-end revenue process |
| Data entry enforcement | Workflow automation |
| Standard reports | Predictive analytics |
| Tool configuration | System architecture |
| Feature requests | Revenue strategy alignment |
Best For
Teams and organizations who have:
→CRM adoption problems or data quality issues
→Sales team frustrated with tools and processes
→Forecasting that doesn't match reality
→Marketing and sales misalignment
→Scaling sales team and need repeatable processes
→Revenue goals that require operational excellence
Ready to Optimize Your Revenue Operations?
We'll assess your current revenue tech stack, identify the bottlenecks in your process, and show you what good RevOps looks like for your team.
Book a Discovery Call→or email partner@greenfieldlabsai.com
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