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The Better Way To Manage
Your (Remote) Revenue Team and Process
The Old Way
The New Way
With Revenue Process Automation, you can continuously analyze your activity/oppt data against your sales process, to ensure every deal is followed up on appropriately.
All natively in the world's leading CRM (Salesforce).
Capture Every Customer Conversation
Never worry about rep adoption or CRM data accuracy ever again.
Our passive and comprehensive approach to activity capture means that we fit into any workflow that feels most natural to your reps. But don't take our word for it see our Raving Reviews.
Analyze. Calculate. Automate.
Logged activity alone doesn't give you the full picture. What was the quality of the engagement? What was the customer sentiment? What was discussed? Were there next steps? Did we follow up?
Revenue Process Automation™ uses AI and your custom Sales Process Rules to build a quantitative picture of what's happening on every account/deal at every stage of the pipeline from prospecting to close.
It then uses these insights to automate next steps, whether that's a CRM update, a slack notification, a guided next step or a triggered process.
Real-Time Pipeline Intelligence.
Natively In Salesforce.
No more spreadsheets. No more waiting.
Just beautiful, interactive reports on everything you need to proactively address any issues in your pipeline, so you can forecast accurately and even targets.
All in Salesforce.
Easy To Install, Easy To Use
Truly can be deployed alongside your existing stack, or replace it altogether depending on your budget/needs.
Individual components can be deployed in hours, and the full platform to a team of 50 reps in an average of 2 weeks.
Trusted By Category Defining Sales
& Customer Success Teams
Jackie F
NewFront Insurance
Taylor S
Cloud Kitchens
Billy B
Galvaninze
Michael M
WeWork
Rachel M
Workable
