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What Is Revenue Process Automation?

The New Way To Drive Consistent Sales Execution

Automating The Bottom 90% Of Your Funnel Is Hard

Complex Relationships: today's recurring revenue relationships require team selling and high degrees of personalization. Automation frameworks like sequencing don't work at this stage of the funnel.

Disparate Data: SDRs use one software, AEs use another. Finance and support don't track their emails/calls. Some sales tools don't sync all the data to Salesforce. All of these disparate data sources make it impossible to automate analysis and execution of your process, so you rely on managers to do this manually.

Impossible Calculations: modeling your activity data on top of opportunities is hard enough. Accounting for the dozens of edge cases (bad data, missing data, race conditions) is impossible, unless you have 5-10 specialized employees with advanced data analysis skills.




The RPA Solution:
Capture >> Calculate >> Analyze >> Automate


Salesforce process automation



Revenue Process Automation takes an entirely new approach to revenue management by tackling all of these data challenges directly in CRM.

By combining our expertise in data capture, transformation and Salesforce development, we've created a new way to build data pipelines in SFDC that you can use for real-time analysis and automations.




5 Pillars Of Revenue Process Automation

Complete Data

Complete Data

Complete data is the foundation of modeling complex relationships. Without it, we miss out on the many subtleties of sales, and either distrust reporting insights, delay action or make wrong decisions.

To really automate your revenue processes, you need to be certain that your system has all the information required to drive quick actions.

Centralized Data

The best dealmakers can understand customer activity within a broader context, taking into account factors like prospect seniority, activity history, opportunity history, account segmentation and more.

Unless your automation framework has access to the full breadth of data, it can never replicate what your best people can do, and processes will always be managed manually.
Centralized Data
Fully Customizable

Fully Customizable

Every business has a unique product/market/segment/strategy combination. Generic AI models can't possibly capture the many nuances that your team/leaders know about your customers.

Without this business knowledge, your analytics/automation solution will never be fully embraced or trusted by your team.

Real-Time

Markets are moving faster than ever before. Every week, competitors are expanding product offerings while disruptors are carving out niches. As the economy adjusts to a post-COVID world, customers' budgets and business strategies are changing daily. You can't afford to wait for weekly, monthly and quarterly reporting cycles to adapt to these changes.

You need your data to be real-time to thrive in this rapidly changing world.
Real Time
Quantify Everything

Quantify Everything

Sales leaders rely on hardened intuition when making strategy/forecasting calls... the result of decades of selling.

With RPA, we should be able to replicate this capability at scale, either through outright automation or by pulling them into the right deals/decisions at exactly the right time.


Let us show you how Revenue Process Automation can save you time and drive revenue in 30 days.

Request A Demo